KIRKLEES CITIZENS ADVICE AND LAW CENTRE

Charity number: 1088651
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Kirklees Citizens Advice provides advice and information to the residents of Kirklees. This includes generalist advice and specialist advice on debt and benefits.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,752,974

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Donations and legacies £0
Charitable activities £1.74m
Other trading activities £0
Investments £13.58k
Other £0

Total expenditure:
£1,760,329

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Raising funds £0
Charitable activities £1.75m
Other £12.42k

£0 investments gains (losses)

Total income includes £293,915 from 1 government contract(s) and £1,040,182 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 £12.42k
Charitable expenditure £1.75m

People

44 Employee(s)

7 Trustee(s)

26 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:
  • General Charitable Purposes
  • 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:
  • Kirklees

Governance

Registration history:
  • 28 September 2001: Standard registration
  • 23 January 2017: Funds received from 1081452 NORTH KIRKLEES CITIZENS ADVICE BUREAU
  • 12 October 2020: Funds received from 1112885 KIRKLEES LAW CENTRE
Organisation type:
Charitable company
Other names:
  • SOUTH KIRKLEES CAB (Working name)
  • KIRKLEES CITIZENS ADVICE (Previous name)
  • SOUTH KIRKLEES CITIZENS ADVICE BUREAU (Previous name)
Company number:
04259550 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
  • Campaigns and political activity 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
  • Investment
  • 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 does not own and/or lease 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Umar Shafat Chair 15 November 2021
None on record
Alison Westwood Trustee 10 March 2025
None on record
Annie Hinton Trustee 02 October 2023
None on record
Carol May McKenna Trustee 18 July 2022
None on record
Nathan James Woodhead Trustee 15 March 2021
None on record
Lesley Reilly Trustee 18 January 2021
THE BIRSTALL COMMUNITY TRUST
Received: On time
Mohammad Maqsood Trustee 02 September 2019
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 £1.70m £2.01m £1.82m £1.60m £1.75m
Total expenditure £1.65m £1.79m £1.77m £1.61m £1.76m
Income from government contracts £612.50k £337.56k £264.39k £366.78k £293.92k
Income from government grants £1.09m £1.67m £1.55m £1.22m £1.04m
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.70m £2.00m £0 £1.59m £1.74m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.76k £1.20k £608 £4.53k £13.58k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.65m £1.79m £1.77m £1.61m £1.75m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £8.45k £8.68k £8.34k £9.33k £20.51k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £12.42k

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 £63.07k £52.07k £41.16k £30.33k £15.35k
Long-term investments £0 £0 £0 £0 £0
Other assets £647.01k £910.81k £1.01m £1.02m £987.22k
Defined benefit pension scheme asset or liability -£304.00k -£444.00k -£235.00k £0 £0
Total liabilities £68.30k £102.73k £136.82k £151.15k £106.72k

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 03 January 2025 On Time
Accounts and TAR 31 March 2024 03 January 2025 On Time Download Open in new window
Annual return 31 March 2023 04 January 2024 On Time
Accounts and TAR 31 March 2023 04 January 2024 On Time Download Open in new window
Annual return 31 March 2022 27 January 2023 On Time
Accounts and TAR 31 March 2022 20 December 2022 On Time Download Open in new window
Annual return 31 March 2021 27 January 2022 On Time
Accounts and TAR 31 March 2021 14 December 2021 On Time Download Open in new window
Annual return 31 March 2020 08 January 2021 On Time
Accounts and TAR 31 March 2020 22 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 26/07/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/01/2009 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 07/03/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/03/2014

Charitable objects

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 KIRKLEES AND SURROUNDING AREAS

Area of benefit

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

KIRKLEES AND SURROUNDING AREAS

Contact information

Address:
Units 11-12
Empire House
Wakefield Old Road
Dewsbury
WF12 8DJ
Phone:
01924868141
Email:
nick.whittingham@kcalc.org.uk
Website:

www.kcalc.org.uk Open in new window