REGISTERED COMPANY NUMBER." 04271910 {England and Wales) REGISTERED CHARITY NUMBER: lo867 Report ol the Tiustees and Audlted Flnanclal Slolements lor the Year Ended 31 March 2025 for Roth•rhom and Dlstslct Clllzens Advlce Bureau Landin Wilcock & Co Slotutory Auditor 68 Queen Street Sheffield South Yorkshire SI IWR AEGP3MYO 0411212025 COMPANIES HOUSE
Rothefham and Dlstrfcl Cltlzens Advlce Bureau Contents ol Ihe Flnancial Stotemenls for the Year End•d 31 March 2025 Page Report ol Iho Trustees Report ol the Independenl Audllors statemenl of Flnonclal Acllvltles 12 Balanc• Sh•el Cash Flow Statement Notes lo Ihe Cash Flow Slatement Noles lo the Flnanclal Statements 16 10 27
Rotherham and Dlstrlcl Citizens Advice Bureav (Reglstered number. 04276910) Report of the Tivslees for the Year Ended 37 March 2025 The trvsfees who ore also directors of the chorily for the purposes of the Companies Act 2006, present their report with the finonciol stotements of the chority for the yeor ended 31 March 2025. The trustees hove adopted the provisions of Accounting and Reporting by Chorities.. Statement ol Recommended Practice applicable lo chofilies preporing their accounls in occordance with Ihe Financial Reporting Slondord Opplicoble in the UK ond Republic ol Ireland IFRS 1021 leffeclivè l Jonuory 20191. OBJECTIVES AND ACTIVITIES Objoctfves and alms In selling out Ihe chorily's objectives ond planning ils signilicont aclivilies. the trustees have given careful considerolion to the Chority Commission's guidonce on public benefit. The brood objectives and the detailed oclivities sel out below highlighl some of the key benelils open to o wide cross seclion of society. The principal objeclive. as sel ovl in the Articles of Associolion. is lo promote ony chariloble purposes fo( the public benefit by the odvoncemenl ol educolion. the proleclion ond preservallon ol I'ieollh ond the relief of poverty. sickne55 and di5tre55 in particvlor. but wilhoul limilalion. lor Ihe benefit of the communilies in Rolherham Borough ond the wider area. Page I
Rolherham and District citlzens Advice Bureau (Reglslered number: 04276910) Report ol the Trustees for the Yeow Ended 31 March 2025 OBJECTIVES AND ACTIVITIES Revlew of acllvtmes lor the year ended 31 March 2025 The chorily enobles people of the Rolherhom Melropolitan Borough area to gain access lo free. importial, independenl ond confidenlial advice ond ony ossi5tonce Ihey need to help them Ivlly porticipote wilhin the communily. To Ihis end it strives lo ensure that individuals do not suffer through lack ol knowledge of their rights and responsibilities or of the services ovailable to them. Ihrough being unable to express their needs effeclively. It olso uses ils besl endeovours to exercise o responsible influence on the developmenl of social policies bolh locally and nolionally. We hove conlinued lo provide o wide lange ol advice services this year with the conlinuolion of mony mulli yeor projects including the More Than Jusl Food Plojecl's second year which sow us help 190 clienls in crisis this project working in portnership with locol rood in crisi5 and other VCSE partners continues lo provide criticol support for the most vulneroble in the borough. We hove olso compieled the firsl yeor of our Digital inclusion Project, this projecl is o partnership belween the Soulh Yorkshire Citizens Advice offices ond provides Iroining ond supporl lo those who would otheise not be oble lo occess the ever increosing amount ol online only services. Along with providing Cfiticol SUPPOfl these projects have contributed over £140.CKsO lowords our opeToling costs. The Open Arms Projecl continued thls year in Porlnership wilh Rolherfed. Lozer Credit Union and VAR. Th15 projecl saw 808 clients al library venues throughout the year ond conlinues lo provide on importont polhway into our service and Ouf wider VCSE partnership. We look forword to the ongoing discussions with partners on how lo expand Ihe seice in future years and secure longer lerm funding. In oddilion to the Digital Inclvsion Projecl we were groleful to receive £50,000 Ihrovgh the MaPS debt modernisotion fund this year ollowing us to make valuoble updoles to our websile occe55ibilily and provide innovolive kiosks ot community locolions glving occess to oui dlgital advice for those who may not otherwise be able lo. We were pleosed lo secure odditional funding os port of the new Heolthwolch controct lor 2024-27 wilh the increased contract volue ol £161.262 ollowing u5 to recfvII odditional resources lor the team. They conlinve lo chompion Ihe polient voice in Rotherhom ond hove developed on ombilious workplon lo further support this vilol work. Our heolth and wellbeing support services were further underpinned by th8 renewal of our Sociol Prescribing Support SeNice lor one year. funded by Ihe Rolherhom Integrated Care Board, and advising people with o long term health condition on how lo occ&ss well-being support. We hove olso continued lo receive funding through the NHS to continue delivering our Concer advocacy service, this is a much needed service providing 5UPPOrt and guidance lo some of the mosl vulnerable in oui community. As in recent years debl relaled i55ve5 conlinves lo be oui highest sovrce ol enquirie5 and inevitably leods lo wider conversations oround issues clients face $0 we ore pleased lo hove continued delivery of our MAPS debt conlroct ond the teoms performonce Ihrough Ihe yeor on delivering this service hos been exemplory. We hove continued lo diversify our projec15 and our pleosed lo have secured £36.CX)O of lunding through the Home Office lo deliver supporl with the Ironsition lo eVi$05 ond £IOO.000 over 2 yeor5 through the Energy Redress Tivsl to provide eneigy debt advice bolh in community venue ond at clients homes ensuring eose of access lor We helped over 9.629 clients over the course ol the yeor, with a wide range of i55ues. The top three issues loced by our clients were benefits ona tax; Universal Credit, ond debl. This year we hove seen 0 5% increase in client numbers combined with an increase in the number of issues each clienl is facing demonstrating the conlinuing challenges both the people ol Rotherham ale tocing ond the chollenges we face in meeting that need on an ongoing bas1S. Page 2
Rotherhom and Distrfct citlzens Advice Bureau (Reglster•d number: 04276910) Report of the Truslees the Year Ended 31 March 2025 OBJECTIVES AND ACTIVITIES We hove continued to provide Welfare Benetits advice as parl of our Help lo Cloim conlrocl through a notional granl and were Pleased to secure addilional fvnding of £75.000 Ihis year to lempororily increose our provision by 3 FTE. This will continue through till December 2025 providing an oddilional £IOO.000 next year lo support the rollout of managed migration. The previous year presenled several challenges in terms of recruitment ond retention. However. 2024125 hos shown consideroble improvement in this oreo with Ihe changes lo solory bonds and our overall remunerolion pockage reducing our sloll turnover dromolicolly. This is also reflected in ouf sickness obsence roles which hove olso seen a significonl improvement Ihrough the yeor. Allhough thi5 is an improvemenl we recognise the need lo conlinuolly monitor our benefits pockoge and this will form o lorge port of our people slrotegy going forword inlo Ihe new year. Following the completion of lease negotiations ot Ihe end of 2023124 we successfully opened our new high street ollice in the first quarter of 2024125. This was a major mileslone for the organisation following Ihe closure ol the RAIN building ond Ihe svbsequenl deloys in securing o new venue. We commenced o phosed opening lo clients, slorling with a provision lor booked oppoinlmenls. In the following months we began to deliver a full service including separate drop in sessions for both debt and general odvice wilh appoinlmenls available every doy ol the week. By the end of 2024125 we had seen 1.006 clients Ihrovgh a combinolion of drop in and booked oppoinlmenls al the office. We are very grateful to the Rotherhom Melropolilon Borough for their continued finonciol and olher support lor our services.. to our partners in the community with whom we were oble to build on our successlul outreach services aimed ol some of the m05t vulnerable ol our clients.. and lo our volunleers who form on essenliol part of our teom ond ore critical lo our success. Publlc benefit Citizens Advice Rotherham and District provides legal advice in any oreo ot social low lo the communily of Rolhefhom to ensure ils citizens do nol sutler through a lack ol knowledge of their iighls ond responsibilities. Wa octively work in svpport of raising issues of social injuslice to enable improvements in social justice for oll. The local citizens advice's purpose is for the benelil ol Ihe community in Rolhefham Melropolilan Borough Council via the odvoncement of educolion. th8 protection ol heollh ond the reliet of poverty. sickness ond distress. through the provision of o free, confidentiol oné importial service of advice. information and counsel for the public and Io ossi51 the implementotion of such odvice. inlormolion and counsel. The public benefit that flows from the purpose by the odvoncement of education is increosed knowledge and Iransferoble vocationol skills of those employees ond volunteers who porlicipale in Citizens Advice Iroining and the creolion ol iroining and work experience opporlunilies leading lo professionol and personol developmenl and to a better quality ol life. The public benefit that flows from Ihe protection of h@allh is improvement in overoll heollh ond well-being. improving the qualily of life of clients ond their resoufcefulness for living. The public benefil that Ilows Irom the relief ol poverty is o reduction in poverty and hordship via the moximisolion of clienl's income ond o reduction in social isololion. These public benefits ale provided through the Pfovision of odvice. informolion ond advococy on o number of ditferenl oreos of Welfare Low such os sociol security benefils, debl odvice and counselling. consumer, pension guidonce, educotion. employment. health, housing. immigration. legal, relolionships plus Ihe troining and volunteering opportunitie5 we oller. This is evidenced through regulai inlernal and external quolilotive ossessment ond case studies,. including regulor collation of client dolo. Poge 3
Rotherham and District Clllzens Advlce Bureau (Regislered number. 04276910) Report ol the Truslees for Ihe Year Ended 31 March 2025 STRATEGIC IIEPORT Achlevements ond performance Charltable acllvllles Achievement of the charily's objeclive5 IS otlained through the activilies described above and is monitored by the Iruslees, staff and volunleers. Flnanclol ievlew ReseThes policy The trvstee5 hove esloblished the level of reserves thol the chority ovght to hove Ilhat is Ihose lunds Ihol are freely available). Reserves are needed lo bridge the gap beeen expenditure on seNices ond receiving income from grants. The 8oard of Trustees consider il prudent to cover Ihe equivalenl of 3 months expenditure on their reloled ocliviti&s. The actuol vnrestricted reseNes al 31 March 2025 ore £439.683 which is in surplus of our lorgel figuie, Ibosed on 3 months of Ihe 202412025 expenditure ol £1.409,9151 of £352,478. by £87.205. Deslgnated Funds In Ihe previou5 finonciol yeor. £S0.000 ol designated funds were sel aside by the Boord of Trustees to covef the cost ol the main olfice relocalion. In 202412025 the funds were used for Ihis purpose. There are no designated fund5 fiom 202412025 going into 202512026. Future plans A5 we look forword lo 2025126. we remain focused on building o linoncially susloinable orgonisolion Ihol con continue lo respond lo recoid levels ol demond and increasingly complex client needs. While shorl-lerm funding orrongemenls conlinve to present chollenges, recent improvements including core lunding and additional support Irom RMBC Ihrough lo 2027 ond the continvolion of our Help lo Cloim and MOPS debt service5 - give vs a secure foundolion to build upon. Over the coming yeor ovr priorities ore lo: Deliver on income diversification slralegy focused on exponding trusts ond loundotions support, developing locol corporate and individuol giving, ond securing conlinuolion ond vplill of funded progrommes where required by community need. Followlng the successful opening of the office. we will continue to expond our in-person model where possible. while growing ovlreoch provision and digilol access points including kiosks ond venue-based support to ensure odvice is ovoiloble lo those most al risk ol exclusion. Throvgh projects such os Digital Inclusion and Open Arms, we will build slfongef VCSE and slalulory colloborolions lo support access lo our service ond through this help to reduce pressure elsewhere in Ihe syslem ol o time ol reol challenge for the boiough we support. Building on improvements in recruilment. relenlion and wellbeing, we will invest in training progression. volunteering pathway5 and organisationol culture to ensure we remoin o greol place lo work ond volunteer. We will 5trenglhen our research ond campaigns work, bolh through CARD ond Healthwolch, lo bring forward the clienl and potienl voice to inform locol ond nalionol decision-moking on poverly. heolth in&quolilies ond digilol occess. 13ur focus will secure the long-term sustoinobilily of Citizens Advice Rolherham ond District, ensuring we remoin ieody and able to svpport the people of Rolherhom, whatever challenges the future brings. Page 4
Rotherharn and Distrlct Clllzens Advice Bureav (Reglstered number: 04276910) Report ol the Trustees for the Year Ended 31 March 2025 STRUCTURE. GOVERNANCE AND MANAGEMENI Govwnlng document The chority is conliolled by its governing docvmenl, the Memorondum and Articles of Associotion. and constitutes o limiled compony. limiled by guarantee, os defined by the Companies Act 2006. Each member of the charilable compony undertake5 to contribule lo the osset5 01 the company in the evenl of il being wound up while helshe 15 0 member, or within one yeor ofter helshe ceases lo be o member. such amount as moy be required. nol exceeding £1 foi the debts and liabilities controcted before helshe ceases to be o member. Trustees The compony is governed by a Boord of Tru51ees. which 15 responsible for selling the strotegic direction of the c.ompany ond Iof estoblishing policy ond line monoging the CEO. He hos now been in posl for neorly six yeors. his role is lo oversee Ihe day lo doy operolions ol the company. Truslees are oppointed by the bouid lollowing considerolion of the skills ond experience iequifed. UP to o moximum of one Ihiid ol the truslees can either be nominated by member oigoni50tions or co-opted members, ond these can be oppoinled ot on ordinary meeting ol the Irustees. All other truslees ore appointed at Ihe annual general meeting. All trustees shall retire from office al the Ihird onnual general meeling ofter appointment but may be re-elected. We appointed a nvmber of new Iruslees in the past few monlhs, but Ihree have decided lo slond down. we currently have eight Iruslees. On initial appointment all trustees are briefed by the Choir and the Chief Executive Officer on the Local Citizen5 Advice's status, current Local Citizens Advice i5sves, the financial 51tualion and plan5 for the fuluie. An induclion pock is given lo oll new Iruslees which includes the following documenls.. o copy of the losl two manogement committee minutes rinonciol commillee minules annual report and slalement of account5 the 'Essenliol Truslee - What You Need To Know,, o pvblicalion by the Charities Commi55ion As soon as possible oller induction. Irustees ore ollered the opportunity lo allend exlemol online training on governonce os well os being required to do online Iroining on GDPR responsibililies. Addilionolly, they ore given access to Citizens Advice Trustee Board Iroining information. o compfehensive package of informotion on the roles and iesponsibililies of trustees. Arrangements tor settlng iomunerotlon ol key monagemenl pernonnel Rolherhom ond Oislficl Cilizens Advice LCA does, from lime to lime, review sloff poy scales in response to cosl of living increases or recruitment chollenges. When such a need orises we underloke a ieview ot similar odvertised posts in the area and presenl o business cose tor the salary chonge to the finonce and HR 5ub-commiltees. who will consider the (ecommendalion and make o decision. In the evenl a change is ogreed this will be formally ieporled to the full trustee boord ol their next meeting. Page 5
Rotherham and Dlstrlct citlzens Advlce Bureav (Registered number: 04276910) Report of Ihe Trustees for the Year Ended 31 March 2025 STRUCTURE. GOVERNANCE AND MANAGEMENT Chorlfy Slructure The Board of Tfuslees Imonogemenl Committee) decides on the strolegic policies lo pursue bosed on the intoimalion disseminated from Ihe Sub commillees. Meetings are held once each quarter. The Board ol Trustees hove the final say on oll key oppointmenls of Staff and will sit on inlerview panels where approprlole. Any Locol Citizens Advice involvement in projecls musl be ratified by the Board,- however, the Chief Executive is responsible for idenlifying potentiol projecls and portnerships. Ooy to day stoffing issues are dealt with by Ihe Chief Executive and discussed ot the Boord meeling,- ony disciplinary or grievonce procedures ore deolt with through the Board or the HR Sub-committee as appropriale. Day lo day expenditure is aulhorised by the Chiel Executive up to £lOOO, anything over £IOQ>J requires outhorised signatorles. Below the moin board is Ihe Finonce Committee. The Finance Commillee consists of Treosurer ond ol leosl Iwo other Iruslees, plus Ihe Chief Execu*ive. Finance Director ond Projects & seices Oireclor. Meetings are held once every Iwo monlhs in b8lween Ihe Boord ol Truslee meetings. The role ol Ihe Finance Commillee is os lollow5- To oversee financial control ol the LCA. To receive reports from the CEO ond Finance Olficer including monlhly and cumvlotive financial managemenl reports. - To approve ond estoblish oppropriole financial procedures. - To review finoncial procedures al oppropriale intervals and ot least onnuolly. To receive ond review the Annuol Accounts ond recommend 0$ oppropriole to the full Board of Trustees. To ensure oll financial policies, procedures ond reporting structures meel ond comply with Ihe reqvilemenls of the Citizens Advice Membership Scheme, the Companies Act and the Charities Commission. A HR Sub Committee mode vp of three tfuslees, one of whom is Ihe Choii, the CEO, finonce dlreclor ond the Iroining, quolily ond weltofe direclor. also sits below Ihe moin boafd ond meets once every Iwo months. Its purpose is.. To oversee all slafl related processes and policies. To receive regulor reports from the CEO including: an annual staffing plan and to recommend 05 oppropriote lo the Board lond once agreed progress agoinst this). progress ogainst the lioining ond developmeni plon. feedback from any staff ottitude survey ond the oclion plon arising from this. to support the Chair in recruiling the LCA CEO and lo oversee all recruitment policies and procedures wilhin the LCA. lo discharge. in the fiisl instonce. boord re5pon5ibililie5 in relation 10 grievance and disciplinary procedures. Rlsk management The trustees hove identified ond reviewed Ihe risks lo which the charily is exposed to ensuie oppropiiole conliols are in place lo provide reosonoble 055uiance againsl fraud and error. The risk iegisler is reviewed 6 monlhly or in the event ol 0 5ignificanl change of circumstances. REFERENCE AND ADMINISTRATIVE DETAILS Reglslefed Company numb 04276910 (Englond ond Wolesl Regislered Charity number 1089261 Page 6
Rolherham and District Cilizens Advicè Bureau (Reglstered nvmber: 04276910) Report of Ihe Tivstees lor the Year Ended 31 March 2025 Reglslered office 2 Upper Millgate Rotherhom South Yorkshire S60 IPF Truslees Dr N A Kitchen Iresigned 25.11.241 Mr R Colefox Dr G R Hill (resigned 28.10.241 M5 C C05hmon Ms E Dearle Ms H Khotib loppoinled 30.9.241 Mrs E L Kaye Miss K Harish loppointed 29.7.241 Mr A Griffin (appointed 29.7.241 Miss O Idenhen loppointed 29.7.241 Ms P Ayoade (resigned 9.4.241 Ms L Hogg loppoinled 14.8.251 Please note that H Khatib wos oppoinled previously back on 21.11.22, then resigned on 27.06.23. then reoppoinled on 30.09.24. Company S•¢retory Mrs M J Craw Audlto Landin Wilcock & Co stalulory Auditor 68 Queen Street Sheffield Soulh Yorkshire SI IWR Banke Unity Trust 8ank PIC 9 Brindley Ploce 4 Oozells Sqvare Birminghom BI 2HB STATEMENT OF TRUSTEES. RESPONSIBILITIES The trustees (who are olso Ihe directors ol Rotherhom and District Citizen5 Advice Bureou for the pvrposes ol compony lawl are responsible for preporing the Report of the Trustees ond the linonciol slotements in accordance wilh opplicoble low and United Kingdorn Accovnling Slondards Iuniled Kingdom Generally Accepted Accounling Procticel. Page 7
Rotherham and Dlslrlct Cltlzens Advlce Burèau (Registered number: 04276910) R•port of the Trustees for Ihe Year Ended 31 Morch 2025 STATEMENT OF TRUSTEES. RESPONSIBILITIES - contlnued Company law requires the trustees lo prepare financial stolements for eoch finonciol year. Under thot law. the trustees hove elected lo prepare the finoncial statements in accordance wilh United Kingdom Generally Accepled Accounting Practice Iuniled Kingdom Accounling Slandards and opplicable lawl. Under company law the truslees must not opprove the financial slalemenls unless Ihey are satisfied that Ihey give o true and lair view of the slate of affoirs of Ihe charilable company and of the incoming resources and applicotion of resources, including the income and expenditvre, of the choritable company fof that period. In preparing those finonciol stolemenls, Ihe truslees ore required lo select svitoble accovnting policies ond then apply Ihem consistently; obseNe the methods and principles in the Charities SORP,. make judgemenls ond eslimotes Ihol are reasonoble and prudent., slate whether opplicable occovnting standords have been followed. subject lo ony molerial departures disclosed ond exploined in the finonciol slotements,. prepore the finonciol 5totements on Ihe going concern bosis Unless it is inappropriote lo presume thol the charitoble compony will continue in business. The trustees ore rèsponsiblè for keeping proper occounling records which disclose with reosonoble accurocy ol ony lime the linanciol position of the charitable company and to enable them lo ensufe thol Ihe financial 51otemenls comply with the Companies Act 2006. They are also responsible for 50feguording the assets of the chorilable compony ond hence for lak5ng reasonablè steps for the prevenlion and delection of fraud ond other iriegularitie5. In $0 far 05 the trustees ore owore= there is no relevonl oudit informotion of which Ihe charitable company's ouditois ore unowore., ond Ihe trustees have taken oll sleps Ihal they oughl lo have loken to moke themselves oware of any relevant oudil information and to establish Ihat the ouditors are owore of Ihot inlormalion. AUDITORS The ouditors, Londin Wilcock & Co, will be prop0s8d for re-appointment ot the lorthcoming Annual General Meeling. Report of the truslee5. incorpofoling o slrotegic report. appioved by order of the board of trustees. 05 the compony direclors, on 24 November 2025 and signed on the booid's beholf by,. Ms C Coshmon- Trustee Page 8
Report of the Independent Audllors to the Members of Rotherham ond Dlstrfct Cilizens Advice Bureau Oplnlon We have audited the finonciol stolements of Rolherhom ond District Cilizens Advice Bureau Ilhe 'charitoble company'l for the year ended 31 March 2025 which comprise Ihe Statement of Finonciol Activities, Ihe Balance Sheet, the Cosh Flow Slalement and notes lo the finonciol stolemenls. including a 5ummory ot significant occounling policies. The financial reporting fromework Ihot has been opplied in theii preporotion is Opplicable low and United Kingdom Accounling Slondords Iuniled Kingdom Generally Accepted Accovnling Proclicel. In our opinion the financial stolemenls-. give o Irue ond fair view of the slote of the choriloble company's affoirs as at 31 Morch 2025 ond of its incoming resources ond applicolion of resources, including it5 income and expenditure, foi the year Ihen ended., hove been properly prepared in accordonce with United Kingdom Generolly Accepted Accounting Proctice.. ond hove been preporecl in occordonce with the requir8ments of Ihe Componies Act 2006. Bosls lor oplnlon We condvcled our audil in accordance with Inlemolionol Stondords on Auditing IUKI IISAS IUKII ond applicoble law. Our responsibilities under Ihose standards ole lurlher described in the Audilors, responsibilities for Ihe oudit of Ihe financial statemenls Section ot our report. We ore independent of the charitoble compony in occordance wilh the elhicol requirements that ore relevanl to our oudil of Ihe financiol stalemenls in Ihe UK. including the FRC'S Ethical Stondard. ond we hove lullilled our other ethicol responsibilities in occordonce with these requirements. We believe thot the oudil evidence we hove obtained is sufficienl ond appropriate lo provide o ba515 lor our opinion. Concluslons relollng lo golng concern In ovditing the financial slalemenls, we hove concluded thol Ihe Irustees, use of the going concern basis of occovnling in the preporolion of the finonciol stotemenls is appropiiale, Based on the work we hove performed, we have not identified any material uncertoinlies relating lo events or conditions Ihal, individuolly or colleclively. may casl significant doubt on the chaiilable compony's abilily lo continue as o going concern for o period ol ol leosl e1ve month5 from when the financial slolemenls ore oulhorised for issue. Our responsibililies and Ihe responsibililies of Ihe trustees wilh iespect lo going concem ore described in the ielevonl sections of this report. other Informatlon The trustees ore responsible for the other inlormolion. The olher information compiises the information included in Ihe Annual Report. other Ihan the finonciol slalements ond our Report of the Independenl Auditors thereon. Ovr opinion on the finonciol stolemenls does nol cover the other information and. except to the exlent otherwise explicitly sloted in our ieporl, we do nol expres5 ony form of assvronce conclusion Ihereon. In connection with our audit of the financial Statements. ovr responsibility is to read the olheT informotion and, in doing so, consider whether the olher inlormotion is maleriolly inconsislenl wilh the financiol slalemenls or our knowledge obtained in the audit or otherwise appeors lo be molerially misstated. If we identity such material incon515tencies or opparent material misstatements. we ore required to determine whether Ihis gives rise lo a material misstalemenl in the financiol 51alemenls themselves. 11, b05ed on the work we have performed. we conclude Ihol Ihere is a moleriol misslolement of Ihi5 Other infoimotion. we ore reqvired lo report that focl. We hove nothing lo report in this regard. Page 9
Report of the Independenl Auditors to the Members of Rotherham ond District Cilizens Advice Bureau Oplnlons on other mollers pwescrlbed by the Companles Acl 2006 In our opinion, bosed on the work undertaken in the course ol the oudit: the informotion given in the Report of Ihe Trustees for Ihe financial year for which the financial statements are prepared is consistent with the financial statements,. ond Ihe Report of Ihe Trustees hos been prepared in occordonce with opplicoble legol reqviremenl5. M¢)tter$ on whlch we ore requlred to report by exceptlon In the light ol the knowledge ond understanding ol the choriloble compony ond ils environment obtoined in the course of the audit. we have not idenlilied moleriol misslolemenls in the Report ol the Truslees. We hove nothing lo report in respect of Ihe lollowing matters where the Companies Act 2006 requires us to report lo yov if. in our opinion.. adequale occounling records have not been kept or relurns odequale for our audit have not been received from bronches not visited by us: or Ihe financial stotemenls are not in agreement with the occounling records and relufns.. or cerloin disclosures of trustees, remuneration specified by law are nol made,. or we hove not ieceived all the inlormolion and explonolions we require for our oudil. Responslbllllles ol Iruslees As exploined more fully in the Stotemenl of Trustees, Responsibilities, the trustees Iwho are also the diieclors of the choriloble compony foi the purposes of company lowl are iesponsible for the prepaialion of Ihe financial slatemenls ond for being solisfied Ihot Ihey give o true ond lair view. and for such internol control as the Iruslees determine is necessory lo enable the preparolion of financial slalemenls thal are free from material misstalemenl, whelhei due lo Iroud or error. In preparing the financiol slalements, the truslees ore responsible for ossessing the choriloble compony's obilily to continue as o going concern. disclosing, as opplicable, moltefs feloted to goin9 concern ond vsing the going concern basis of occounting unless the truslees eithei intend lo liquidate the choriloble compony or lo ceose operolions, or hove no fealistic allernolive but to do so. Page 10
Report of the Independenl Avditors to Ihe Members of Rotherham ond Dlstrict citlzens Advlce Bureau Ow responslbililles for the avdil of the financial statements Our objeclives are lo obtain reasonable assurance obout whelher the linoncial stalemenls as a whole are Iree from molerial misslolemenl, whether due to fraud or error. ond lo issue a Report of the Independenl Audilors Ihol includes our opinion. Reosonoble assurance is a high level of ossurance, bul is not a guarantee Ihot on audit conducted in accordonce with ISAS IUKI will alwoys detecl o malerial misstatement when it exists. Misstalemenls con orise from fraud of error ond ore considered maleriol if, individuolly or in Ihe oggregale, they could reosonably be expected to influence the economic decisions of usefs token on the basis of these finonciol slalemenls. The exlenl lo which our procedures ore copoble of delecling irregulaiities, including fraud is deloiled below- minimal relionce was ploced upon Ihe operoling elfecliveness of internal controls in the design performance of our subslanlive procedures; and discussions were held with monogemenl considering known or suspecled non compliance with laws. regulations and fraud., journal entries were reviewed lor any enlries mode outside Ihe ordinory reporting processes with porticulor emphasis on those with unusuol occount combinolions. entries crediting incoming resources and those wilhoul specific description5: management 0S5umplions in their significant accounling estimates were challenged and Scfutinised. There are inherent limilotions in the audll proceduies described above. and Ihe further removecl non-complionce with lows ond regulations is from the events and transoclions reflected in the linonciol stalemenls, th8 less likely we would become owore of il. Also. Ihe risk of not delecling a material misslalemenl due lo Iiaud is higher than the risk of nol delecling one from resulting from error. os traud moy involve deliberale concealment by, lor example, forgery or inlenlionol misrepresentations. or through collusion. A further description ol our responsibilities for the oudil of the linoncial statements is localed on the Financial Reporting Council's website ol www.tfc.org.uk/oudilorsresponsibilities. This description torms part of our Report of Ihe Independent Auditor5. Use of oui report This report is made solely to the charitable company's members. as o body. in accordance with Chopter 3 of Port 16 of the Companies Act 2006. Our audit work hos been undeitoken so Ihat we mighl state to the charitable componys members those matler5 we ore required lo slole to them in on ovdilors, report and for no other puipose. To the fullest extent permitled by law. we do nol accepl or assume responsibility to anyone olher Ihan Ihe choriloble company and Ihe choriloble companys members os o body, lor our audit work. for Ihis report. or for the opinions we hove formed. Tom Henshow ACA (Senior Slolufory Audilorl for and on beholf of Landin Wilcock & Co Slolutory Avdilor 68 Queen Street Sheffield South Yorkshire SI IWR 25 November 2025 Pogell
Rotherham and Districl Citizens Advlce Bureav Slatement ol Flnanclal Actlvllle$ tor the Yeor Ended 31 March 2025 2025 Total funds 2024 Total funds. Unrestrlcled Restricled funds funds Noles INCOME AND ENDOWMENTS FROM Donolions and legocie5 6.333 6,333 5,038 CharSlable actlvllles Citizen5 Advice 416,530 955,169 1.371.699 1,122.454 Tolol 422,863 955,169 1.378.032 1.127.492 EXPENDITURE ON Charltoble octlvllles Citizens Advice 462,926 948,120 1,411,046 1.145.552 NET INCOME/(EXPENDITURE) Tronsfers between funds 140.0631 11,355 7.049 111.3551 133.0141 118.0601 Is Net mov•ment In funds 128.7081 14,3061 133,0141 118.0601 RECONCILIATION OF FUNDS Total funds broughl forward 468.392 12,230 480,622 498,682 TOTAL FUNDS CARRIED FORWARD 439.684 7.924 447.608 480,622 The notes form port of these finonciol slotements Page 12
Rotherham and Distrlct Clllzens Advlce Bureav (Registered number. 04276910) Balance Sheel 31 Morch 2025 2025 Tolal fund$ 2024 Tolal funds Unreslrlcled R•slrlct•d funds lunds Notes FIXEO ASSETS Tongible ossels 429 429 1.287 CURRENT ASSETS Debtors Cosh ot bonk ond in hond 101.660 382.706 101,660 440.631 61,350 464,062 57.925 484.366 57.925 542,291 525,412 CREDITORS Amounts lolling due wilhin one yeor 13 145.1121 150.0001 195,1121 146,0771 NET CURRENT ASSETS 439.254 7.925 447,179 479.33S TOTAL ASSETS LESS CURRENT LIABILITIES 439.683 7,925 447.608 480.622 NEf ASSETS 439.683 7.925 447,608 480,622 FUNDS Unies*ricled funds Reslricled funds 15 439,683 7,925 468,392 12.230 TOTAL FUNDS 447,608 480,622 The finonciol slolements were approved by Ihe Boord of Trus18e5 and outhoris8d lor issue on 24 November 2025 and weie signed on its behalf by.. Ms C Cashmon- Trustee The notes form parl of these financial stalements Page 13
Rotherham and Dislrlct citizens Advice Bureau Cash Flow Slalement low the Year Ended 31 March 2025 2025 2024 Notes Cash ffows Irom operatlng acllvllles Cosh generoted from operotions 123,4311 196.6181 Net cash used in operoling aclivilies 123,4311 196,6181 Change In cash and cash •qufvol•nts In the reportlng perlod Cash and cash equivalents al the beglnnlng ol the reportlng perlod 123.4311 196.6181 464.062 560,680 Cash and cash equlvalents ot the end ol Ihe reporting p•ri¢xl 440,631 464.062 The note5 form part of Ihese finonciol statements Page 14
Rotherham and District Citlzens Advlce Bureau Noles lo the Cosh Flow Statement for the Year Ended 31 March 2025 RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATING ACTIVITIES 2025 2024 Net expendllure lor the reportlng perfod (as per the Statement of Flnonclol Activllles) Adjustments lor: DeprecSotion chorges Increase in debtors Increase/ldecreosel in credilors 133.0141 118,0601 859 140.3101 49.034 143,0331 135,5251 Nel cash used In oper(thons 123.4311 196,6181 ANALYSIS OF CHANGES IN NET FUNDS Al 114/24 Cash flow At 3113125 Net cash Cosh at bank and in hond 464,062 123,4311 440.631 464,062 123,4311 440.631 Total 464.062 123,4311 440,631 The notes form parl of these financial statement5 Page 15
Rotherham and District Citizens Advice Bureau Notes lo the Flnanclal Statements foi Ihe Year Ended 31 March 2025 $TATUTOR Y INFORMATION Rolherham ond Dislfict Cilizens Advice Bureou is o chorilable company. limited by gvorontee, registered in England ond Wales. The company's regislered number and registered office can be found in the Report of the Trustee5. The presentotion currency of the finonclol slolements is in Pound Sleiling 1£). The chority conslitules o public benefit entity as defined by FRS 102. ACCOUNTING POLICIES bosls ol preparlng the Ilnanclol statements The financiol stolemenls ol the choriloble compony, which is a public benefit entily vnder FRS 102. have been prepared in aCCOfdance with Ihe Chorities SORP IFRS 1021 'Accovnling ond Reporling by Chorilies.. Slotemenl of Recommended Proctice opplicable lo charities preporing their occounls in occordonce wilh the Finonciol Reporting Standard opplicable in the UK and Republic ol Ireland IFRS 1021 lelfeclive I January 20191,, Finonciol Reporting Standard 102 'The Financiol Reporting Slondard applicable in the UK and Republic ol Irelond, ond Ihe Companies Acl 2CQ6. The linonciol stolemenls hove been prepored under the historicol c05t convenlion. Preparatlon ol the accounts on a golng concern basli The choriloble company's main sources ol income ore gronls for Ihe provision ot SeICe5 from Citizens Advice and RMBC. The conlroct with RMBC run5 Until 31 Morch 2027. Based on this the Iruslees believe Ihal the company is a going concem. Income Income is recognised when the chority hos entitlement lo the funds, ony performonce conditions allached lo the items of income hove been met. il 15 pioboble thol the income will be received and the amounl con be meosvred reliably. The following specific policies ore applied.. Donolions income from govemmenl and other 9ranls. whether 'capital' granls or 'revenue' gronts, is recognised when Ihe charity hos enlillemenl to the funds, any performonce conditions atlached lo the grants have been mel. il 15 probable Ihol the income will be iecieved and Ihe omovnl can be measured reliably and is nol deferred. Charitable oclivities income from service conlracls is accounted for when eorned. Where gronls ore considered lo be performance reloled. income is recognised lo Ihe exlenl Ihal the services outlined hod been performed by Ihe year end. Wheie income hos been received bul the reloted seNice hod not been performed by year end. the balance 15 corried forward as defeffed income. Expondltui• Liobililies are recognised 05 expendilure 05 500n as there is o legal or construclive obligolion committing the charity to Ihal expenditure. it is probable Ihot a tronsfer of economic benefits will be required in settlement and Ihe amount of Ihe obligolion can be measured reliably. Expenditure is occovnled for on an occruols basis and has been clossilied under heodings Ihol oggregole oll c051 related to the category. Where cosls cannot be directly oltributed lo particular headings they have been ollocoled to oclivilies on a bos15 consislent with the use of resources. Allocatlon ond apportlonmenl ol cojls Central costs ore opportioned belween funds bosed on stofl time Spent on projects. Page 16
Rotherham ond Distrlct Clllzens Advice Bureau Notes to the Flnanclal Stolements conllnued for the Year End•d 31 March 2025 ACCOUNTING POLICIES . contlnued Tongible red assets Depreciation is provided at the following annual rates in order to write off eoch ossel over ils estimoted useful life. Computer equipmenl 33% on cost Tangible fixed ossels are initiolly meosured ot cost. Subsequently. Ihey ore measured at cost les5 accumuloted depreciolion and impairment losses. In previous occounling periods depreciolion for compuler equipment was charged al 25%. this hos been changed to 33%, as Ihis was deemed more refleclive tor the useful life. Tangible fixed assets are only recogni5ed for items with o purchase price of more Ihan £IOOO ond with on estimated life ol more Ihan 12 months. Taxatlon The charity 15 exempl from corporolion tox on ils charitable activities. Fund accounllng Unreslricted funds can be used in occordance with the charilable objectives al the discrelion of the truslees. Designaled funds comprise unre5tricled funds that have been set aside by the Irustees for particular purposes. The aim and use of designaled lunds is sel oul in the financial slatements. Reslricled funds con only be used lor porticular restricted purposes within Ihe objects of the charity. Restrictions orise when specified by the donor or when funds are raised for parliculor reslricled purposes. Furlher explanation of the noture and purpose of each fund is included in the notes lo the financial slolements. Penslon costs and other posl-rellremenl benefils The choritoble compony operales a defined contribulion pension scheme. Contribulion5 poyable lo the chariloble company'5 pension scheme ore chorged lo the Slalemenl of Financial Activitie5 in Ihe period to which they relole. DONATIONS AND IEGACIES 2025 2024 Donotions Olher income 6.133 200 5,038 6.333 5.038 Poge17
Rotherhom and District Cilizens Advice Bureau Notes to the Flnanclal Statements - contlnued for the Year Ended 31 Morch 2025 INCOME FROM CHARITABLE ACTIVITIES 2025 2024 Acllvlty Citizens Advice Citizens Advice Heolthwotch SLA Gronts 161.262 .210.437 120.059 1,002,395 .371.699 1,122.454 Grants received, included in the obove. are as follows: 2025 2024 Core Grant Money Advice Service Social PrescTibing Universal Credit RMBC Immigration Energy Advice Project Energy Saving Trust Rotherfed Flood Relief CCG Prior yeor Big Lottery Voluntary Action Rolherhom Hope Church Guardion Energy Outreach Projecl Trussell Trusl Digilol Inclusion Awords 4 All Home Office E-viso Aviva Corporote Volvnleering University of Sheffield Volvnleering Adull Social SeICes 255.268 292,966 19.750 224,103 20,000 226.500 303.365 19.750 144.749 47.775 15,344 41,961 66.894 10,290 30,000 334 69.895 10.849 37,642 27.789 6.563 30,CQO 83,631 47,031 37.756 9,263 21,073 62,947 20,000 17,991 5,572 5,096 685 1,210.437 1,002.395 Page 18
Rotherham and Dlstrfct ClNzens Advlce Bureau Notes to Ihe Flnanclal Statements - contlnued for the Year Ended 31 March 2025 CHARITABLE ACTIVITIES COSTS Support costs (see nole 6) Dlrect Cos1$ Totals Citizens Advice 1.232.301 178,745 1.411,046 SUPPORT COSTS Governance costs Management Flnance Totals Citizens Advice 164,170 859 13.716 178,745 Support costs, included in Ihe obove. ore os lollows: 2025 citlz•ns Advlce 2024 Total ocllvllles Telephone Postoge ond stolionery Advertising Subscriplions Bonk charges IT equipment Apportioned central costs Legal ond professional cosls Office equipment Depreciation ol longible fixed ossets Audilor5' femuneration 38.309 4.698 18.193 9.776 625 24.974 55,454 11.044 1,097 859 13,716 34,369 678 7,703 7,336 622 26,239 28,830 5,990 1,921 14,869 178,745 128,557 NET INCOMEI(EXPENDITURE) Nel incomellexpenditurel 15 Staled ofter chorging/lcredilingl- 2025 2024 Auditors. remunerolion Depreciotion - owned ossels 13.716 858 14,869 Poge 19
Rotherham and Dlstrlct Citizens Advlce Bureou Notes to the Flnanclal Stalements - contlnued for the Year Ended 31 March 2025 TRUSTEES. REMUNERATION AND BENEFITS There were no trustees, remunerolion or other benefits for the yeor ended 31 Morch 2025 nor for the year ended 31 Morch 2024. Trusle•s' •xpenses There were no truslees, expenses poid for the yeor ended 31 Morch 2025 nor for the yeor ended 31 March 2024. STAFF COSTS 2025 2024 Wages ond salories Sociol security cosls Other pension costs 1,056.237 92,612 35,747 875,676 71,179 26.955 1.184.596 973,810 The lotal amounl of employee benefits received by key monagemenl personnel was £121.590.88 12024: £104.5261. The average monlhly number of employee5 during the year wa5 as follows.. 2025 39 2024 36 Average Employees No employees received emoluments In excess of £60.000. io. COMPARATIVES FOR THE STATEMENT OF FINANCIAI ACTIVITIES Unrestrlcl•d Restrfcted lunds lunds Total lunds INCOME AND ENDOWMENTS FROM Donotions ond legocies 5,038 5,038 Charllable actlvlll•s Citizen5 Advice 346.894 775.560 1.122.454 Tolal 351,932 775,560 1.127.492 EXPENDITURE ON Charllable ocllvllles Citizens Advice 266,534 879,018 1.145,552 NET INCOME/(EXPENDITURE) Tronsfers belween funds 85.398 183.5341 1103,4581 83,534 118,0601 Net movement In lunds 1,864 119,9241 118,0601 Page 20
Rotherham ond Districl Cilizens Advice Bureau Notes to the Flnanclol Statements - contlnued f4x Ihe Year Ended 31 March 2025 io. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - contlnued Unrestflcted Reslrlcted funds funds Total funds RECONCIIIATION OF FUNDS Total funds brought forword 466,527 32.155 498,682 TOTAL FUNDS CARRIED FORWARD 468.391 12,231 480.622 TANGIBLE FIXED ASSETS Computer equlpment COST At l April 2024 ond 31 March 2025 1,287 DEPRECIATION Charge for yeor 858 NET BOOK VALUE Al 31 March 2025 429 At 31 March 2024 1,287 12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2025 2024 Prepoyments ond acciued income 101.660 61.350 Poge 21
Rotherham and Dlslrict Cillzens Advice Bureau Notes to the Flnoncial Statements . conllnued for the Year Ended 31 March 2025 13. CREDITORS." AMOUNTS FALLING DUE WIVHIN ONE YEAR 2025 2024 Social security and other taxes Accruals ond deferred income Accrued expenses 28.375 50.000 16,737 19.045 10,000 17,032 95.112 46.077 14. LEASING AGREEMENTS Minimum lease paymenls vnder non-cancellable operoting leoses loll due 0$ follows: 2025 2024 Within one year Between one ond five years 24.588 61,067 16.287 67.639 85,655 83.926 The obove operating leose is in regoids lo the premise lor Rolherhom & Districl Cilizens Advice Bvfeov, phone syslem and franking machine. 15. MOVEMENT IN FUNDS N•1 movemenl In tunds Transf•rs between lunds At 3113125 Al 114124 Unfeslflcled lundi General fund RMBC Central Conlract Heollhwotch Designated 418,392 5,499 111,9171 133,6461 49.438 11.917 473.329 133.6461 50,000 150,0001 468,392 140,0641 11.355 439,683 R•slrfcl•d fvndi Money Advice & Pensions Service Big Lottery Awards 4 All Avivo Corporale Volunteering Universily of Sheffield Volunleering Adull Social Services 121 12,230 112.2301 7,925 5,572 5.096 7.925 15,5721 15.0961 16851 12.230 7.050 111.3551 7.925 TOTAL FUNDS 480,622 133,0141 447,608 Page 22
Rotherham and Distflcl Cltlzens Advice Bvreou Notes to the Financlal Statements - conllnued for the Year Ended 31 March 2025 15. MOVEMENT IN FUNDS - contlnued Net movemant in funds, included in the obove ole as follows: Incoming iesovrces Re$ources expended Movement In lunds Unrestrfcted lunds Generol fund RMBC Cenlrol Contfocl Heolthwalch 6,331 255.270 161,262 18321 1267,1871 1194,9081 5,499 111.9171 133.6461 422.863 1462,9271 140.0641 Reslwlcted funds Energy Saving Trust Money Advice & Pensions Service Social Prescfibing Universal Credil RMBC Immigration Rotherfed CCG Big Lotlery Voluntory Action Rolhethom Hope Church Guardion Trussell Trust Digilol Inclusion Home Office E-Vi5a Awords 4 All Avivo Corporate Volunleering University of Sheffield Volunteering Adult Social SeThices 15,342 292,969 19.750 224,104 19,998 41,961 30,000 83,630 47,033 37,755 9.262 21,074 62,947 17,991 20,000 5,572 5,096 115,3421 1292,9671 119,7501 1224,1041 119.9981 141.9611 130.0001 195.8601 147.0331 137,7551 19,2621 121,0741 162,9471 117,9911 112,0751 112.2301 7,925 5,572 5.096 955.169 1948.1191 7.050 TOTAL FUNDS 1,378,032 11.411,0461 133.0141 Page 23
Rotherham and Di5tricl Cilizens Advice Bureav Notes to Ihe Flnanclal Statements - contlnued for the Year Ended 31 March 2025 15. MOVEMENT IN FUNDS - conllnued Comparollves for movemenl In lund% Net movement In lunds Transfers belween funds At 3113124 At l /4123 Unreslrfcled funds Generol fund RMBC Centrol Contract Heolthwolch De5ignoled Covid Gronts Adviceline Innovation Cost of Living 145.778 173,138 6,225 50,CQO I O,CK)O 33,558 32,828 15,000 1.372 94.613 110.5861 271.242 1267,7511 4,361 418,392 50.000 11 0.0001 133,5581 132,8281 115,0001 466,527 85.399 183,5341 468.392 R•slrfctod lunds Money Advice & Pensions Service Social Prescribing Universal Credit Energy Advice Project Rolherfed Flood Relief CCG Big Loltery Homeless Advice Service Shored Prosperity Fund Volunlary Action Rotherham Hope Church Guordian Energy Oulreoch Project 120.0071 16.6541 111.7001 4.446 16,3091 11.4051 15,5831 12,229 13,5231 15,6391 154.4641 11.1891 17.0541 3.393 20.007 6.654 11.700 14,4461 9,612 10,573 2,390 13,3031 19,1681 3,193 12,230 1 ,277 2.469 36.983 704 2.246 3.170 17.481 485 7.054 13,3931 32.155 1103.4591 83,534 12.230 TOTAL FUNDS 498.682 118.0601 480.622 Page 24
Rotherham and Dlstri¢t Citizens Advice Bureau Notes to Ihe Flnanclal Stolemenls - conllnved for the Year Ended 31 March 2025 15. MOVEMENT IN FUNDS . conllnued Comparotive net movement in funds, included in the above ale os follows: IncomSng resources Resources expended Movemenl In funds Unrestrlcled funds General fund RMBC Central Conlroct Heollhwotch 5.373 226.500 120.058 14.0011 1131.8871 1130.6441 1,372 94,613 110,5861 351.931 1266.5321 85,399 Restrlcted funds Money Advice & Pensions Seniice Social Prescribing Univer501 Credit Energy Advice Project Rolherfed Flood Relief CCG 8ig Lottery Homeless Advic8 seIce Shared Prosperity Fund Volunlory Action Rolherham Hope Church Guardian Energy Outreach Project 303,364 19.751 144.749 47.775 66,894 10.289 30.000 69.896 1323.3711 126.4051 1156.4491 143.3291 173,2031 111.6941 135.5831 157,6671 13,5231 15,6391 165,3111 138.8311 134,8451 13.1701 120,0071 16,6541 111,7001 4,446 16,3091 11 ,4051 15,5831 12,229 13,5231 15,6391 154,4641 11,1891 17.0541 3,393 10,847 37.642 27,791 6,563 775,561 1879,0201 1103.4591 TOTAL FUNDS 1.127,492 11.145.552) 118.0601 Generol Fund: The £240,OCQ is from the Local Avlhorily IRMBCI in the lorm of o Commissioned Service Level Agreemenl lo support the Bureou's core cos15. This ogreemenl is in place for £240.000 per annum and expires on 31 March 2027. Unreslricled income include5 the Heollhwotch project which has the purpose of providing information, advice ond support about local heolth ond sociol care seNices. Energy Saving Trust Funding received to support vulnerable energy cuslomers. Money Advice & Pensions SeNice IMAPS) Funding through Cilizen5 Advice for the provision of foce lo face debt advice ond financial guidance. Social Prescribing Page 25
Rotherham and District Citizèns Advice Bureau Notes to the Flnanciol Stolements - Conflnued for the Year Ended 31 March.2025 15. MOVEMENT IN FUNDS - contlnued Funding through Voluntary Aclion Rolherham lo provide a range of non-clinical odvice foi F)a*ients referred from primary health care. Universol Credil Funding lo help support vulneroble clients during the transition to the new universal credil benefit system. Energy Advice Project The projecl advises consumers on energy feloted matlers with the oim of reducing fuel poverty omongst vulnerable clients. RMBC Immlgrolion A colloborolive project Ihal seeks lo supporl migrant groups in Rolhetham. Rolherfed Funding to deliver one lo one advice. group support. volunteer recruitment ond maik81ing & development of the service lo Ihe residents of Rotherham & District. Flood Relief Funding received Io Pfovide odvice for flood viclims. CCG Funding received for o concer odvocacy service. Big Lollery Funding received to provid8 ossislanc8 lo people in lood crisis to seek ond loke-vp odvice, information ond support. Homeless Advice Seryice Funding received to olfei odvice to the homeless communily. Shored Prosperity Fund Funding for the delivery of positive activities lo help individuals struggling with Ihe cosl-of-living crisis. Volvnlory Action Rotherhom Funding received lo deliver 5eNices in line wifh Ihe Open Arms project. Hope church Funding received lo provide odvice lo those requesting or occessing food provision from Rolherhom Foodbank, or those thol Rolherhom Foodbank identify 05 lacing de5titulion. Guardian Funding received to provided lo support clienls in deprived areas in innovolive ways Ihfough Ihe cost of living crisis. Energy Oulfeoch Projecl Funding received lo provide support in the community to help vvlneroble people Ihrough Iheir energy situotion. Trussell Trust Funding received lo provide a holistic a55essmenl of information. advice. ond casewort in relolion lo lockling the issues leading lo clients emergency food support. Page 26
Rotherham and Distrfct Citizens Advice Bureau Notes lo Ihe Flnancial Stalernents - conlinued lor Ihe Year Ended 31 March 2025 15. MOVEMENT IN FUNDS - Contlnued Digital Inclusion Funding received to develop ond deliver o South Yorkshire wide Digilol Inclusion Progromme of activity. which will involve e51oblishing o robust and effective delivery and mony work slreoms in Doncosler, Sheftield. Rolhertiom ond 8oinsley. Home Office E-viso Funding received lo provide support and assislance lo those requiring eviso. Awoids 4 All Funding received advice and information and undertake casework lo CCR'S clients to help move Ihe clients issues lorword. Aviva Funding received lo provide eqvipment and training lor corporate volunteers. Universily of Sheffield Funding received to provide equipment and Iraining for volunteers. Adult Sociol Services Funding received to provide o myslery shopping exercise for Rolherhom ASC. Cilizens Advice Tackling Oeslitution Together Funding Teceived lo pilot methods to Pfevenl destilulion with upslieom intetyenlions. These funds ore set oside lo cover the proposed office relocation, Ihis occurred during the yeor ond os such wos releosed to cover cosl orising, Translers belweftn funds Transfers consist of ony remaining funds thol Rolherhom ond District CAB con keep. for projecls Ihot hove ended. Any reslricled projects continuing ore corried foard in a seporote fund bolonce. 16. RELATED PARTY DISCLOSURES There were no related porty Ironsoctions lor the year ended 31 March 2025. Poge 27