01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 3 November 2009
- Removed
- Not supplied
- Company number supplied
- 06983394
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £747,238
- Latest expenditure
- £778,994
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Citizens Advice New Forest, Lymington Town Hall, Avenue Road, LYMINGTON, Hampshire, SO41 9ZG
Website recorded by the regulator: www.newforestcab.org.uk (displayed as text)
02 Activities
What the charity does
Advice Agency
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
- 9 December 2025
- Date Accounts Received
- 9 December 2025
- Total Gross Income
- £747,238
- Total Gross Expenditure
- £778,994
- 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
- 17 December 2024
- Date Accounts Received
- 17 December 2024
- Total Gross Income
- £649,786
- Total Gross Expenditure
- £651,172
- 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
- 6 February 2024
- Date Accounts Received
- 6 February 2024
- Total Gross Income
- £499,053
- Total Gross Expenditure
- £521,586
- 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
- 14 November 2022
- Date Accounts Received
- 14 November 2022
- Total Gross Income
- £446,980
- Total Gross Expenditure
- £427,524
- 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
- 23 November 2021
- Date Accounts Received
- 23 November 2021
- Total Gross Income
- £429,221
- Total Gross Expenditure
- £283,112
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
- 9 December 2025
- Total Gross Income
- £747,238
- Total Gross Expenditure
- £778,994
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £2
- Income From Government Grants
- £280,772
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 53
- 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
- 17 December 2024
- Total Gross Income
- £649,786
- Total Gross Expenditure
- £651,172
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £8
- Income From Government Contracts
- 85927
- Income From Government Grants
- £254,704
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 65
- 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
- 6 February 2024
- Total Gross Income
- £499,053
- Total Gross Expenditure
- £521,586
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £7
- Income From Government Grants
- £262,781
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 65
- 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
- 14 November 2022
- Total Gross Income
- £446,980
- Total Gross Expenditure
- £427,524
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £20
- Income From Government Grants
- £266,541
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 60
- 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
- 23 November 2021
- Total Gross Income
- £429,221
- Total Gross Expenditure
- £283,112
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £16
- Income From Government Grants
- £276,786
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 67
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
- 9 December 2025
- Income Donations And Legacies
- 597555
- Income Other Trading Activities
- 12022
- Income Charitable Activities
- 121522
- Income Investments
- 16139
- Income Other
- 0
- Income Total Income And Endowments
- 747238
- Income Legacies
- 3000
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £778,994
- Expenditure Other
- 0
- Expenditure Total
- 778994
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 231
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 3800
- Gain Loss Investment
- 16139
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £208,000
- Assets Total Fixed
- 15200
- Assets Own Use
- 15200
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £355,526
- Assets Total Liabilities
- £77,021
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £293,705
- Creditors One Year Total Current
- 52021
- Creditors Falling Due After One Year
- 25000
- Assets Cash
- £268,042
- Funds Endowment
- 0
- Funds Unrestricted
- 252319
- Funds Restricted
- 41386
- Funds Total
- 293705
- Count Employees
- 30
- 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
- 17 December 2024
- Income Donations And Legacies
- 3098
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 635820
- Income Investments
- 10297
- Income Other
- 571
- Income Total Income And Endowments
- 649786
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £651,172
- Expenditure Other
- 0
- Expenditure Total
- 651172
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 4437
- Expenditure Support Costs
- 213936
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £325,461
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £394,880
- Assets Total Liabilities
- £69,419
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £325,461
- Creditors One Year Total Current
- 34419
- Creditors Falling Due After One Year
- 35000
- Assets Cash
- £352,772
- Funds Endowment
- 0
- Funds Unrestricted
- 275194
- Funds Restricted
- 50267
- Funds Total
- 325461
- Count Employees
- 29
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Southampton City
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Dorset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wiltshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
08 Official extract
Charity Event History
- Charity Name
- CITIZENS ADVICE NEW FOREST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2011-09-06T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 3937803
- Assoc Registered Charity Number
- 1067066
- Assoc Charity Name
- LYMINGTON CITIZENS ADVICE BUREAU LTD
- Charity Name
- CITIZENS ADVICE NEW FOREST
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2011-09-27T00:00:00
- Assoc Organisation Number
- 4018439
- Assoc Registered Charity Number
- 1111443
- Assoc Charity Name
- WATERSIDE CITIZENS ADVICE BUREAU
- Charity Name
- CITIZENS ADVICE NEW FOREST
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2011-11-17T00:00:00
- Assoc Organisation Number
- 3953773
- Assoc Registered Charity Number
- 1071281
- Assoc Charity Name
- NEW MILTON AND DISTRICT CITIZENS ADVICE BUREAU
- Charity Name
- CITIZENS ADVICE NEW FOREST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2009-11-03T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 06/08/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/07/2014 as amended on 30 Aug 2023 as amended on 07 Dec 2022
- Charitable Objects
- THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLICBENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OFHEALTH AND THE RELIEF OF POVERTY/ SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUTLIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN THE NEW FOREST AND SURROUNDINGAREAS.
- Area Of Benefit
- THE NEW FOREST
10 Official extract
Charity Other Names
- Charity Name Id
- 633325
- Charity Name Type
- Working name
- Charity Name
- Citizens Advice New Forest
- Charity Name Id
- 503517
- Charity Name Type
- Previous name
- Charity Name
- NEW FOREST CITIZENS ADVICE BUREAU
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Risk management
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures