CITIZENS ADVICE CAERPHILLY BLAENAU GWENT

Charity number: 1084045
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We offer free and confidential and independent advice and information to clients in all areas of social welfare law, including benefits, debt, housing, employment and consumer issues. We campaign for change, attempting to tackle some of the underlying issues which give rise to these issues. We collate and use evidence from our clients to influence policy makers, both locally and nationally.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£6,826,764

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Donations and legacies £232.92k
Charitable activities £6.58m
Other trading activities £0
Investments £9.29k
Other £0

Total expenditure:
£6,124,166

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Raising funds £0
Charitable activities £6.12m
Other £0

£68,741 investments gains (losses)

Total income includes £2,367,019 from 3 government contract(s) and £216,714 from 2 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 £6.12m
Retained for future use £702.60k

People

218 Employee(s)

12 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

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:
  • Education/training
  • 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:
  • Throughout England And Wales

Governance

Registration history:
  • 08 December 2000: Standard registration
Organisation type:
Charitable company
Other names:
  • CAERPHILLY COUNTY CAB (Working name)
  • CAERPHILLY COUNTY BOROUGH CITIZENS ADVICE BUREAU (Previous name)
Company number:
04041962 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Phyllis Margaret Howls Trustee 01 December 2022
None on record
Karolina Bronislawa Majka Trustee 01 December 2022
None on record
Stephen Evans Trustee 01 December 2022
None on record
Edward John Evans Trustee 18 March 2021
CITIZENS ADVICE SOUTH EAST WALES LTD
Received: On time
JACQUELINE DIX Trustee 08 February 2018
None on record
Julia Rose Trustee 15 January 2014
None on record
Glyn Jones Trustee 15 January 2014
None on record
COLIN MANN Trustee 09 January 2013
LLANBRADACH AREA REGENERATION AND CONSERVATION
Recently registered
GROUNDWORK CAERPHILLY
Received: On time
MR TUDOR DAVIES Trustee
DISABILITY CAN DO
Received: On time
STEVEN JOHN SKIVENS Trustee
None on record
MOSTYN WILFRED DAVIES Trustee
None on record
GORDON PANKHURST Trustee
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 £3.76m £4.47m £5.17m £5.68m £6.83m
Total expenditure £3.53m £4.04m £4.82m £5.23m £6.12m
Income from government contracts £198.17k £202.35k £203.82k £206.95k £2.37m
Income from government grants £3.12m £3.50m £166.71k £183.38k £216.71k
Income - Donations and legacies £0 £166.74k £166.74k £185.33k £232.92k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £438.94k £4.30m £5.00m £5.50m £6.58m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.39k £469 £324 £0 £9.29k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.53m £4.04m £4.82m £5.23m £6.12m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £75.00k £5.06k £8.05k £7.40k £17.59k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £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 £403.32k £390.61k £382.67k £422.29k £437.21k
Long-term investments £0 £103.28k £111.22k £469.56k £538.30k
Other assets £1.63m £1.88m £2.19m £2.25m £2.88m
Defined benefit pension scheme asset or liability -£226.00k -£109.00k £264.00k £1.04m £1.50m
Total liabilities £252.89k £255.38k £292.15k £385.87k £507.53k

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 29 January 2025 On Time
Accounts and TAR 31 March 2024 29 January 2025 On Time Download Open in new window
Annual return 31 March 2023 25 January 2024 On Time
Accounts and TAR 31 March 2023 25 January 2024 On Time Download Open in new window
Annual return 31 March 2022 18 January 2023 On Time
Accounts and TAR 31 March 2022 11 October 2022 On Time Download Open in new window
Annual return 31 March 2021 24 January 2022 On Time
Accounts and TAR 31 March 2021 22 December 2021 On Time Download Open in new window
Annual return 31 March 2020 19 January 2021 On Time
Accounts and TAR 31 March 2020 10 December 2020 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 27/07/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/11/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/02/2006 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 15/08/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 11 OCT 2018

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 THE COUNTIES OF CAERPHILLY AND BLAENAU GWENT AND SURROUNDING AREAS.

Area of benefit

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

IN PARTICULAR CAERPHILLY AND BLAENAU GWENT AND SURROUNDING AREAS.

Contact information

Address:
Citizens Advice
1-2 Church Place
Bargoed
CF81 8RP
Phone:
01443835363
Email:
admin1@cacbg.org.uk
Website:

www.citizensadvicecbg.org.uk Open in new window