DUDLEY DISTRICT CITIZENS ADVICE BUREAUX
Charity overview
Activities - how the charity spends its money
The Citizens Advice service provides free, independent, confidential and impartial advice to everyone on their rights and repsonsibilities. It values diversity, promotes equality and challenges discrimination. The services aims to provide the advice people need for the problems they face and to improve the policies and practices that affect people's lives.
Income and expenditure
Data for financial year ending 31 March 2020
Total income:
£1,181,015
| Donations and legacies | £3.41k | |
| Charitable activities | £1.17m | |
| Other trading activities | £0 | |
| Investments | £7.02k | |
| Other | £0 |
Total expenditure:
£1,057,180
| Raising funds | £0 | |
| Charitable activities | £1.06m | |
| Other | £0 |
£0 investments gains (losses)
Total income includes £773,382 from 5 government grant(s)
Charitable expenditure
Charitable expenditure with investment gains
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.
| Raising funds and other expenditure | £0 | |
| Charitable expenditure | £1.06m | |
| Retained for future use | £123.84k |
Fundraising
Trading
Trustee payments
What, who, how, where
- The Prevention Or Relief Of Poverty
- The General Public/mankind
- Provides Advocacy/advice/information
- Dudley
Governance
- 31 May 1989: Standard registration
- 26 May 2022: Removed (Ceased to exist)
- 26 May 2022: Funds transferred to 516877 WOLVERHAMPTON CITIZENS ADVICE BUREAUX
No other names
- Complaints handling
- Conflicting interests
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Volunteer management
Financial history
Financial period end date
| Income / Expenditure | 31/03/2016 | 31/03/2017 | 31/03/2018 | 31/03/2019 | 31/03/2020 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £1.27m | £1.32m | £995.72k | £1.04m | £1.18m | |
|
|
Total expenditure | £1.31m | £1.28m | £1.01m | £960.43k | £1.06m | |
|
|
Income from government contracts | £790.23k | £0 | N/A | N/A | N/A | |
|
|
Income from government grants | £0 | £701.56k | £575.00k | £577.64k | £773.38k | |
|
|
Income - Donations and legacies | £1.29k | £313.76k | £903 | £912 | £3.41k | |
|
|
Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
|
|
Income - Charitable activities | £1.26m | £1.00m | £992.34k | £1.03m | £1.17m | |
|
|
Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
|
|
Income - Investment | £7.51k | £5.07k | £2.48k | £3.34k | £7.02k | |
|
|
Income - Other | £2.62k | £0 | £0 | £0 | £0 | |
|
|
Income - Legacies | £0 | £0 | £0 | £0 | £0 | |
|
|
Expenditure - Charitable activities | £1.31m | £1.28m | £1.01m | £960.43k | £1.06m | |
|
|
Expenditure - Raising funds | £0 | £0 | £0 | £0 | £0 | |
|
|
Expenditure - Governance | £11.53k | £11.54k | £10.89k | £11.32k | £24.11k | |
|
|
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
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
| Asset / Liability | 31/03/2016 | 31/03/2017 | 31/03/2018 | 31/03/2019 | 31/03/2020 | ||
|---|---|---|---|---|---|---|---|
|
|
Own use assets | £0 | £21.16k | £12.73k | £4.29k | £0 | |
|
|
Long-term investments | £0 | £0 | £0 | £0 | £0 | |
|
|
Other assets | £1.11m | £864.76k | £787.73k | £1.06m | £1.23m | |
|
|
Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
|
|
Total liabilities | £808.88k | £540.09k | £472.97k | £658.19k | £702.99k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2022 | Not submitted | ||
| Accounts and TAR | 31 March 2022 | Not submitted | ||
| Annual return | 31 March 2021 | Not submitted | ||
| Accounts and TAR | 31 March 2021 | Not submitted | ||
| Annual return | 31 March 2020 | 11 December 2020 | On time | |
| Accounts and TAR | 31 March 2020 | 11 December 2020 | On time | |
| Annual return | 31 March 2019 | 21 January 2020 | On time | |
| Accounts and TAR | 31 March 2019 | 21 January 2020 | On time |
Governing document
It is not the full text of the charity's governing document.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 1 SEPTEMBER 1988 AS AMENDED BY SPECIAL RESOLUTIONS DATED 10 JULY 2002 AND 25 JUNE 2003
Charitable objects
THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE METROPOLITAN BOROUGH OF DUDLEY ("THE PRINCIPAL AREA OF BENEFIT") AND ELSEWHERE IN THE COUNTIES OF HEREFORD AND WORCHESTER, SHROPSHIRE, STAFFORDSHIRE , WARWICKSHIRE AND THE METROPOLITAN DISTRICTS OF BIRMINGHAM, COVENTRY, SANDWELL, SOLIHULL, WALSALL AND WOLVERHAMPTON (TOGETHER BEING "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
DUDLEY METROPOLITAN BOROUGH AND ADJACENT AREAS. SEE ABOVE
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