CITIZENS ADVICE IN DORSET — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 9 June 2009
Removed: Not supplied
Company number supplied: 06778548
Financial period: 1 April 2024 – 31 March 2025
Latest income: £995,819
Latest expenditure: £1,037,578
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 2 Mill Lane, WAREHAM, Dorset, BH20 4RA

Website recorded by the regulator: www.citizensadvicedorset.org.uk (displayed as text)

02 Activities

What the charity does

To promote, support and advance the Citizens Advice Bureau in Dorset for the benefit of all the people in Dorset

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 20 November 2025
Date Accounts Received: 20 November 2025
Total Gross Income: £995,819
Total Gross Expenditure: £1,037,578

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 10 December 2024
Date Accounts Received: 10 December 2024
Total Gross Income: £919,162
Total Gross Expenditure: £960,392

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 18 January 2024
Date Accounts Received: 18 January 2024
Total Gross Income: £797,748
Total Gross Expenditure: £854,757

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 15 December 2022
Date Accounts Received: 15 December 2022
Total Gross Income: £842,574
Total Gross Expenditure: £732,544

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 16 December 2021
Date Accounts Received: 16 December 2021
Total Gross Income: £640,106
Total Gross Expenditure: £648,985

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 20 November 2025
Total Gross Income: £995,819
Total Gross Expenditure: £1,037,578
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £6
Income From Government Contracts: 564650
Income From Government Grants: £431,022
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 10 December 2024
Total Gross Income: £919,162
Total Gross Expenditure: £960,392
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £7
Income From Government Contracts: 564650
Income From Government Grants: £354,362
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 18 January 2024
Total Gross Income: £797,748
Total Gross Expenditure: £854,757
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £5
Income From Government Contracts: 564650
Income From Government Grants: £232,935
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 15 December 2022
Total Gross Income: £842,574
Total Gross Expenditure: £732,544
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £7
Income From Government Contracts: 282325
Income From Government Grants: £560,249
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 December 2021
Total Gross Income: £640,106
Total Gross Expenditure: £648,985
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £640,106
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 20 November 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 995672
Income Investments: 147
Income Other: 0
Income Total Income And Endowments: 995819
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,037,578
Expenditure Other: 0
Expenditure Total: 1037578
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1789
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -41759
Reserves: £40,850
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £201,207
Assets Total Liabilities: £159,209
Assets Current Investment: 0
Assets Total Assets And Liabilities: £41,998
Creditors One Year Total Current: 159209
Creditors Falling Due After One Year: 0
Assets Cash: £42,093
Funds Endowment: 0
Funds Unrestricted: 40850
Funds Restricted: 1148
Funds Total: 41998
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 10 December 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 919012
Income Investments: 150
Income Other: 0
Income Total Income And Endowments: 919162
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £960,392
Expenditure Other: 0
Expenditure Total: 960392
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1530
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -41320
Reserves: £40,876
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £228,857
Assets Total Liabilities: £145,100
Assets Current Investment: 0
Assets Total Assets And Liabilities: £83,757
Creditors One Year Total Current: 145100
Creditors Falling Due After One Year: 0
Assets Cash: £84,761
Funds Endowment: 0
Funds Unrestricted: 40876
Funds Restricted: 42881
Funds Total: 83757
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 18 January 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 797585
Income Investments: 163
Income Other: 0
Income Total Income And Endowments: 797748
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £854,757
Expenditure Other: 0
Expenditure Total: 854757
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1452
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -57009
Reserves: £48,630
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £218,044
Assets Total Liabilities: £93,057
Assets Current Investment: 0
Assets Total Assets And Liabilities: £124,987
Creditors One Year Total Current: 93057
Creditors Falling Due After One Year: 0
Assets Cash: £118,395
Funds Endowment: 0
Funds Unrestricted: 48630
Funds Restricted: 76357
Funds Total: 124987
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 15 December 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 0
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £732,544
Expenditure Other: 0
Expenditure Total: 732544
Expenditure Investment Management: 0
Expenditure Grants Institution: 699172
Expenditure Governance: 1416
Expenditure Support Costs: 31958
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £31,260
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £183,676
Assets Total Liabilities: £1,680
Assets Current Investment: 0
Assets Total Assets And Liabilities: £181,996
Creditors One Year Total Current: 1680
Creditors Falling Due After One Year: 0
Assets Cash: £183,328
Funds Endowment: 0
Funds Unrestricted: 49144
Funds Restricted: 132852
Funds Total: 181996
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 December 2021
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 640106
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 640106
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £648,985
Expenditure Other: 0
Expenditure Total: 648985
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1215
Expenditure Support Costs: 29890
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £56,170
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £80,288
Assets Total Liabilities: £8,322
Assets Current Investment: 0
Assets Total Assets And Liabilities: £71,966
Creditors One Year Total Current: 8322
Creditors Falling Due After One Year: 0
Assets Cash: £72,802
Funds Endowment: 0
Funds Unrestricted: 56170
Funds Restricted: 15796
Funds Total: 71966
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

08 Official extract

Charity Event History

Charity Name: CITIZENS ADVICE IN DORSET
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2009-06-09T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 22/12/2008AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 10/03/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/05/2009 AS AMENDED ON 11 NOV 2019 AS AMENDED ON 11 NOV 2019 AS AMENDED ON 15 NOV 2019AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 AUG 2023
Charitable Objects: The Charity’s objects are to promote any charitable purpose for the public benefit by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress in particular, but without limitation, for the benefit of the community in England and Wales.
Area Of Benefit: DORSET

10 Official extract

Charity Other Names

Charity Name Id: 412661
Charity Name Type: Previous name
Charity Name: DORSET CITIZENS ADVICE PARTNERSHIP

11 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures