TAUNTON AREA DEBT ADVICE
Charity Number: 1162324
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Giving free impartial debt advice to clients based on the individual needs of each client and may include debt management plans, insolvency solutions and budgeting education.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £5,424
Total expenditure: £9,531
People
4 Trustee(s)
6 Volunteer(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
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:
- The Prevention Or Relief Of Poverty
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Provides Services
- Provides Advocacy/advice/information
Where the charity operates:
- Somerset
Governance
Registration history:
- 22 June 2015: CIO registration
Organisation type:
CIO
Other names:
- TADA (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
- Financial Conduct Authority
Policies:
- 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting 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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Janet Gillett | Chair | 07 December 2021 |
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| Robert Ruffell-Hazell | Trustee | 04 July 2024 |
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| Trevor Goss | Trustee | 04 July 2024 |
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| PHILIP BEDFORD | Trustee | 11 June 2018 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £8.99k | £10.32k | £6.87k | £19.75k | £5.42k | |
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Total expenditure | £7.21k | £7.28k | £4.78k | £8.86k | £9.53k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
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 | 13 September 2024 | On Time | |
| Accounts and TAR | 31 March 2024 | 13 September 2024 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 21 October 2023 | On Time | |
| Accounts and TAR | 31 March 2023 | 21 October 2023 | On Time | Download Open in new window |
| Annual return | 31 March 2022 | 29 September 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | 29 September 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2021 | 08 December 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | 08 December 2021 | On Time | Download Open in new window |
| Annual return | 31 March 2020 | 10 December 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | 10 December 2020 | On Time | Download Open in new window |