STAFFORDSHIRE NORTH AND STOKE-ON-TRENT CITIZENS ADVICE BUREAUX

Charity number: 1001204
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of advice, information and support to people resident in the area of benefit on their legal rights, to help them deal with legal financial and other problems. Our main areas of work concern problems with debt, welfare benefits, housing rights, immigration and asylum issues, and employment rights. We also seek to influence the development of policies and services.

Income and expenditure

Data for financial year ending 31 March 2024

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.

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
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 10 December 1990: Standard registration
  • 09 July 2014: Funds received from 1129889 NORTH STAFFORDSHIRE CONSORTIUM OF CITIZENS ADVICE ...
  • 24 January 2017: Funds received from 1126898 NEWCASTLE-UNDER-LYME & KIDSGROVE CITIZENS ADVICE B...
  • 24 January 2017: Funds received from 1126463 BIDDULPH CITIZENS ADVICE BUREAU
  • 15 February 2024: Funds received from 1146072 LEEK CITIZENS ADVICE BUREAU
  • 26 November 2024: Funds received from 1128833 CITIZENS ADVICE CHEADLE
Organisation type:
Charitable company
Other names:
  • STOKE ON TRENT CITIZENS ADVICE BUREAUX (Previous name)
Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment 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
  • 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 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
Margaret Grahamslaw Chair 01 December 2022
None on record
Philip Haddock Trustee 30 July 2024
None on record
Seema Kazmi Trustee 22 April 2024
None on record
Keith Hoptroff Trustee 30 November 2022
None on record
Stephen Dawson Trustee 30 November 2022
None on record
Magda Styles Trustee 30 November 2022
None on record
Starla Willins Trustee 29 September 2022
None on record
Deborah Ware Trustee 24 August 2022
None on record
Connor Brady Trustee 29 April 2020
None on record
Robert John Holt Trustee 24 October 2013
None on record
JAMES DAVIES Trustee 24 October 2013
None on record
BERTRAM CEDRIC LAWTON Trustee 24 October 2013
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 £3.73m £3.91m £4.10m £4.93m £6.82m
Total expenditure £3.50m £3.70m £3.98m £4.64m £6.59m
Income from government contracts £1.37m £1.19m £1.28m £1.47m N/A
Income from government grants £1.81m £369.00k £96.39k £133.39k £410.16k
Income - Donations and legacies £105.46k £263.96k £123.76k £317.53k £174.30k
Income - Other trading activities £7.32k £6.31k £253 £4.46k £4.20k
Income - Charitable activities £3.61m £3.64m £3.97m £4.60m £6.64m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £9 £12 £3 £47 £50
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.45m £3.65m £3.92m £4.58m £6.53m
Expenditure - Raising funds £51.78k £53.46k £56.83k £58.06k £65.78k
Expenditure - Governance £9.53k £10.25k £7.24k £8.24k £11.20k
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 £432.19k £468.99k £440.86k £393.73k £392.99k
Long-term investments £0 £0 £0 £0 £0
Other assets £1.17m £1.54m £1.59m £2.47m £2.65m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £402.17k £598.12k £499.80k £1.06m £1.01m

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 31 January 2025 On Time
Accounts and TAR 31 March 2024 31 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 19 December 2022 On Time
Accounts and TAR 31 March 2022 19 December 2022 On Time Download Open in new window
Annual return 31 March 2021 10 December 2021 On Time
Accounts and TAR 31 March 2021 10 December 2021 On Time Download Open in new window
Annual return 31 March 2020 18 December 2020 On Time
Accounts and TAR 31 March 2020 18 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
CITIZENS ADVICE BUREAU
13-15 CHEAPSIDE
STOKE-ON-TRENT
ST1 1HL
Phone:
01782201234