CITIZENS ADVICE OLDHAM

Charity number: 519868
Removed charity

Charity overview

Activities - how the charity spends its money

To provide free, independant, impartial and confidential advice.

Income and expenditure

Data for financial year ending 31 March 2023

Total income:
£1,057,810

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Donations and legacies £4.00k
Charitable activities £1.01m
Other trading activities £0
Investments £3.06k
Other £41.13k

Total expenditure:
£1,425,731

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Raising funds £0
Charitable activities £1.43m
Other £0

£0 investments gains (losses)

Total income includes £343,200 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 £1.43m

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 Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Oldham
  • Rochdale
  • Stockport
  • Trafford

Governance

Registration history:
  • 15 February 1988: Standard registration
  • 25 October 2024: Removed (Amalgamated)
  • 25 October 2024: Funds transferred to 1171817 Citizens Advice SORT Group
Organisation type:
Charitable company
Other names:
  • OLDHAM DISTRICT CITIZENS ADVICE BUREAUX (Previous name)
  • OLDHAM METROPOLITAN CITIZENS ADVICE BUREAUX (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £1.14m £1.10m £1.18m £1.23m £1.06m
Total expenditure £1.05m £1.24m £1.18m £1.39m £1.43m
Income from government contracts N/A N/A £287.00k N/A N/A
Income from government grants £54.03k £195.75k £71.41k £295.86k £343.20k
Income - Donations and legacies £272.67k £196.07k £153.86k £261 £4.00k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £864.45k £905.01k £1.03m £1.19m £1.01m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £799 £42 £8 £2.88k £3.06k
Income - Other £2.21k £1.20k £0 £33.98k £41.13k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.05m £1.24m £1.18m £1.39m £1.43m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £0 £17.98k £15.52k £12.29k
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 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets £13.04k £8.33k £14.79k £0 £0
Long-term investments £0 £0 £0 £0 £0
Other assets £695.93k £535.68k £559.71k £469.87k £505.53k
Defined benefit pension scheme asset or liability -£534.00k -£361.00k -£598.00k -£202.00k £0
Total liabilities £62.72k £39.32k £62.08k £69.55k £442.13k

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 Not submitted
Accounts and TAR 31 March 2024 Not submitted
Annual return 31 March 2023 22 January 2024 On Time
Accounts and TAR 31 March 2023 22 January 2024 On Time
Annual return 31 March 2022 12 January 2023 On Time
Accounts and TAR 31 March 2022 12 January 2023 On Time
Annual return 31 March 2021 25 January 2022 On Time
Accounts and TAR 31 March 2021 25 January 2022 On Time
Annual return 31 March 2020 10 January 2021 On Time
Accounts and TAR 31 March 2020 10 January 2021 On Time

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 16/09/1987 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/01/1988 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/09/2003 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 29/11/2012 as amended on 22 Mar 2021

Charitable objects

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF THE METROPOLITAN BOROUGH OF OLDHAM, BY ADVANCEMENT OF EDUCATION, THE PROTECTION 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.

METROPOLITAN BOROUGH OF OLDHAM.