CCEW Charity Commission profile

CITIZENS ADVICE SOUTH LINCOLNSHIRE

Registered charity 1165743 · organisation 5073212

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
24 February 2016
Removed
Not supplied
Company number supplied
09935120
Financial period
1 April 2024 – 31 March 2025
Latest income
£892,363
Latest expenditure
£929,703
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Citizens Advice South Lincolnshire, Council Offices, Priory Road, SPALDING, Lincolnshire, PE11 2XE

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

02 Activities

What the charity does

TO PROVIDE A HIGH QUALITY ADVICE AND INFORMATION SERVICE WHICH IS FREE, CONFIDENTIAL, IMPARTIAL AND INDEPENDENT.

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
25 November 2025
Date Accounts Received
25 November 2025
Total Gross Income
£892,363
Total Gross Expenditure
£929,703
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
25 November 2024
Date Accounts Received
25 November 2024
Total Gross Income
£901,135
Total Gross Expenditure
£974,695
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
30 January 2024
Date Accounts Received
30 January 2024
Total Gross Income
£835,786
Total Gross Expenditure
£864,323
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
24 November 2022
Date Accounts Received
24 November 2022
Total Gross Income
£873,765
Total Gross Expenditure
£840,020
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
24 November 2021
Date Accounts Received
24 November 2021
Total Gross Income
£756,410
Total Gross Expenditure
£668,408

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
25 November 2025
Total Gross Income
£892,363
Total Gross Expenditure
£929,703
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£224,984
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
76
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
25 November 2024
Total Gross Income
£901,135
Total Gross Expenditure
£974,695
Grant Making Is Main Activity
No
Count Govt Contracts
2
Count Govt Grants
£3
Income From Government Contracts
64266
Income From Government Grants
£220,913
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
105
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
30 January 2024
Total Gross Income
£835,786
Total Gross Expenditure
£864,323
Grant Making Is Main Activity
No
Count Govt Contracts
4
Count Govt Grants
£3
Income From Government Contracts
216353
Income From Government Grants
£81,232
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
64
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
24 November 2022
Total Gross Income
£873,765
Total Gross Expenditure
£840,020
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
No
Income From Government Contracts
306631
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
64
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
24 November 2021
Total Gross Income
£756,410
Total Gross Expenditure
£668,408
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
£3
Income From Government Grants
£285,345
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
94

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
25 November 2025
Income Donations And Legacies
6892
Income Other Trading Activities
0
Income Charitable Activities
847117
Income Investments
15271
Income Other
23083
Income Total Income And Endowments
892363
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£929,703
Expenditure Other
0
Expenditure Total
929703
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3617
Expenditure Support Costs
257781
Expenditure Depreciation
9705
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£66,214
Assets Total Fixed
3014
Assets Own Use
3014
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£438,246
Assets Total Liabilities
£156,142
Assets Current Investment
0
Assets Total Assets And Liabilities
£285,118
Creditors One Year Total Current
156142
Creditors Falling Due After One Year
0
Assets Cash
£381,324
Funds Endowment
0
Funds Unrestricted
268228
Funds Restricted
16890
Funds Total
285118
Count Employees
43
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
25 November 2024
Income Donations And Legacies
10192
Income Other Trading Activities
5292
Income Charitable Activities
853428
Income Investments
9088
Income Other
23135
Income Total Income And Endowments
901135
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£972,022
Expenditure Other
2673
Expenditure Total
974695
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2534
Expenditure Support Costs
244567
Expenditure Depreciation
9761
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£79,658
Assets Total Fixed
12719
Assets Own Use
12719
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£440,674
Assets Total Liabilities
£130,935
Assets Current Investment
0
Assets Total Assets And Liabilities
£322,458
Creditors One Year Total Current
130935
Creditors Falling Due After One Year
0
Assets Cash
£375,960
Funds Endowment
0
Funds Unrestricted
305377
Funds Restricted
17081
Funds Total
322458
Count Employees
45
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
30 January 2024
Income Donations And Legacies
6935
Income Other Trading Activities
0
Income Charitable Activities
813059
Income Investments
3287
Income Other
12505
Income Total Income And Endowments
835786
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£864,323
Expenditure Other
0
Expenditure Total
864323
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
202893
Expenditure Depreciation
10400
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£108,329
Assets Total Fixed
15367
Assets Own Use
15367
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£530,139
Assets Total Liabilities
£149,488
Assets Current Investment
0
Assets Total Assets And Liabilities
£396,018
Creditors One Year Total Current
149488
Creditors Falling Due After One Year
0
Assets Cash
£486,124
Funds Endowment
0
Funds Unrestricted
380270
Funds Restricted
15748
Funds Total
396018
Count Employees
41
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
24 November 2022
Income Donations And Legacies
3451
Income Other Trading Activities
0
Income Charitable Activities
866353
Income Investments
946
Income Other
3015
Income Total Income And Endowments
873765
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£840,020
Expenditure Other
0
Expenditure Total
840020
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
5374
Expenditure Support Costs
834646
Expenditure Depreciation
6910
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£235,000
Assets Total Fixed
7438
Assets Own Use
7438
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£575,017
Assets Total Liabilities
£157,900
Assets Current Investment
0
Assets Total Assets And Liabilities
£424,555
Creditors One Year Total Current
157900
Creditors Falling Due After One Year
0
Assets Cash
£526,760
Funds Endowment
0
Funds Unrestricted
189555
Funds Restricted
235000
Funds Total
424555
Count Employees
35
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
24 November 2021
Income Donations And Legacies
4973
Income Other Trading Activities
0
Income Charitable Activities
744801
Income Investments
1051
Income Other
5585
Income Total Income And Endowments
756410
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£668,408
Expenditure Other
0
Expenditure Total
668408
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2992
Expenditure Support Costs
665416
Expenditure Depreciation
10059
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£280,000
Assets Total Fixed
8843
Assets Own Use
8843
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£552,430
Assets Total Liabilities
£170,463
Assets Current Investment
0
Assets Total Assets And Liabilities
£390,810
Creditors One Year Total Current
170463
Creditors Falling Due After One Year
0
Assets Cash
£481,712
Funds Endowment
0
Funds Unrestricted
390810
Funds Restricted
0
Funds Total
390810
Count Employees
33
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Lincolnshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
CITIZENS ADVICE SOUTH LINCOLNSHIRE
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2016-02-24T00:00:00
Charity Name
CITIZENS ADVICE SOUTH LINCOLNSHIRE
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2017-01-24T00:00:00
Reason
Amalgamated
Assoc Organisation Number
3994654
Assoc Registered Charity Number
1095544
Assoc Charity Name
SOUTH KESTEVEN CITIZENS ADVICE BUREAUX
Charity Name
CITIZENS ADVICE SOUTH LINCOLNSHIRE
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2017-01-24T00:00:00
Reason
Amalgamated
Assoc Organisation Number
4022620
Assoc Registered Charity Number
1113711
Assoc Charity Name
SOUTH HOLLAND CITIZENS ADVICE BUREAU

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 04 JAN 2016 as amended on 27 Mar 2025 as amended on 26 Mar 2026
Charitable Objects
To promote any charitable purpose to the public benefit by the advancement of education, protection and preservation of health and the relief of poverty, sickness and distress to the benefit of the community of South Lincolnshire and surrounding areas without limitation.

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

11 Official extract

Charity Policy

Policy Name
Bullying and harassment policy and procedures
Policy Name
Investment
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Volunteer management
Policy Name
Social media policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Paying staff
Policy Name
Internal risk management policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Complaints handling