Citizens Advice East Suffolk

Charity number: 1115522
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provides advice, information and representations to members of the public on a range of legal matters, including debt, welfare benefits, housing, employment, consumer, education, health, immigration and nationality, family and relationships, to the public across East Suffolk, face-to-face (from 5 permanent offices and multiple outreaches), and by telephone and e-mail.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£929,850

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Donations and legacies £433.92k
Charitable activities £483.78k
Other trading activities £0
Investments £12.16k
Other £0

Total expenditure:
£922,092

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Raising funds £0
Charitable activities £922.09k
Other £0

£0 investments gains (losses)

Total income includes £336,200 from 3 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £922.09k
Retained for future use £7.76k

People

31 Employee(s)

8 Trustee(s)

80 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 24 July 2006: Standard registration
  • 10 July 2024: Funds received from 1109515 LEISTON, SAXMUNDHAM & DISTRICT CITIZENS ADVICE BUR...
  • 05 September 2024: Funds received from 1141766 FELIXSTOWE AND DISTRICT CITIZENS ADVICE BUREAU
  • 11 September 2024: Funds received from 1141766 FELIXSTOWE AND DISTRICT CITIZENS ADVICE BUREAU
Organisation type:
Charitable company
Other names:
  • NORTH EAST SUFFOLK ADVICE (Previous name)
  • NORTH EAST SUFFOLK CITIZENS ADVICE BUREAU (Previous name)
Company number:
05866861 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Timothy Rowan-Robinson Trustee 13 January 2025
None on record
Clare Simkin Trustee 13 January 2025
None on record
robert wilkerson Trustee 22 July 2024
None on record
Michael Joseph Durham Trustee 24 April 2024
None on record
lydia keeble Trustee 18 March 2024
None on record
Philip Maturin Davy Trustee 05 June 2023
None on record
Richard Thomas McLeod Trustee 20 June 2022
None on record
Nicola Susan Mayo Trustee 11 April 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £392.95k £557.51k £564.66k £826.84k £929.85k
Total expenditure £355.89k £439.32k £534.91k £898.76k £922.09k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £240.13k £142.52k £213.92k £389.51k £336.20k
Income - Donations and legacies N/A £378.11k £71.76k £460.70k £433.92k
Income - Other trading activities N/A £157.44k £0 £0 £0
Income - Charitable activities N/A £0 £492.90k £364.24k £483.78k
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £0 £0 £1.90k £12.16k
Income - Other N/A £21.96k £0 £0 £0
Income - Legacies N/A £0 £0 £0 £0
Expenditure - Charitable activities N/A £414.35k £534.91k £898.76k £922.09k
Expenditure - Raising funds N/A £0 £0 £0 £0
Expenditure - Governance N/A £2.91k £0 £10.92k £25.13k
Expenditure - Grants institution N/A £0 £0 £0 £0
Expenditure - Investment management N/A £0 £0 £0 £0
Expenditure - Other N/A £24.97k £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A £140.65k £130.03k £110.52k £101.88k
Long-term investments N/A £0 £0 £0 £0
Other assets N/A £228.90k £290.43k £779.71k £759.43k
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £19.70k £40.86k £148.56k £111.88k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 17 October 2024 On Time
Accounts and TAR 31 March 2024 17 October 2024 On Time Download Open in new window
Annual return 31 March 2023 12 January 2024 On Time
Accounts and TAR 31 March 2023 12 January 2024 On Time Download Open in new window
Annual return 31 March 2022 17 February 2023 17 days late
Accounts and TAR 31 March 2022 17 February 2023 17 days late Download Open in new window
Annual return 31 March 2021 02 January 2022 On Time
Accounts and TAR 31 March 2021 02 January 2022 On Time Download Open in new window
Annual return 31 March 2020 06 January 2021 On Time
Accounts and TAR 31 March 2020 06 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 5 JULY 2006 as amended on 28 Feb 2022 as amended on 06 Oct 2022

Charitable objects

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITIES IN EAST SUFFOLK AND SURROUNDING AREAS ("THE AREA OF BENEFIT") BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NORTH EAST SUFFOLK AND SOUTHERN NORFOLK

Contact information

Address:
Citizens Advice East Suffolk
St. Margaret's House
Gordon Road
lowestoft
Suffolk
NR32 1JQ
Phone:
01728832544
Email:
advice@caes.org.uk
Website:

www.citizensadviceeastsuffolk.org.uk Open in new window