RECISTERED COMPANY NUMBER: 060311995 (EnEland and Waks>
FimanciaLStaknKoty ts thLYeat Ell4￿1 IJ 2025
Asbmole & Co
First Floor
I St John's Court
Upper Ffor¢5t Way
Entewise Park
Swansea
SA6 8QQ

Cijntentsof Ibe Financiaj Stat¢msnts
for thc.yeat£nd￿ l M8rch2Q25
Report of the Thistees
I to 8
li8￿t ufthe hmkpendfflt Auditors
9 to 12
Statemcnt of Finatsciat Adivities
13
Balaoce Sheet
14
Cash Flow Ststemcnt
15
Notes to the Cash Flow Ststenient
16
Notes to the Financial Statements
17 to 30
Detailed Stst¢mcnt of Financial Activities
31 to 32

port of thc TJW.k
forthcLtr4r FAd￿lI M￿ch 2Q25
The trust¢¢s who are a180 directors of the thuTity for PuTpO￿ of the Companics Act 2¢X16, pr¢senl tb¢ir
ryort with the financial of the charity for the year ended 31 March 2Q25. The ts1￿CeS have
a&>pted the provisions of Accounting and Reporting by Charities: Statenwit of Recommeothl Practice
applicable to charities Preparing their acCO￿lS in accordance with th¢ Financial ReportitiB Standard
applicable in the UK and Rwb&ic of Jr¢l8nd (FRS 102) (effective l Y￿￿ary 2019).
ORIECTIVES AND ACTivrriES
Objects
The charity's objects to prornote any cknitable purpose for the public b¢nefit of tbe Community by the
advancetneut of education, thc protection 8nd preservation of h¢alth and the relief of sicknes8 and
distr¢ss, ia partieular. but ￿￿thOut lirnitatioffj for the benefil of th¢ community ID Wale8 and England.
The servlce Alm8:
to provide the advi￿ people need for tbc prnblems they face
to improve the poli¢ies and practieAs th&t Aifect people's jives
Public benefit
The or8gni6atiotis truste¢s can confrm that they hav¢ complied with the duty in Section 17 of the awAti¢s
Art 2011 to h&}"¢ due regard to public I￿nefit guid8DrK pthlish¢d by ib¢ Cornmission. Significatst a¢tivitie
that w¢ undertook thriti8 the year that dernonstrat¢ public bcnefit are set out overleaf.
Page I

l<¢port Of_t￿.T￿￿¢ee5
for Ihe.Ye8r ErKled 31 M_a￿h 2QlS
OBJEcfivES AfiD ACITvfriES
Sfignificant aetivitit4 gchlevements and performanc
DwAug 2024-25 the ￿￿a￿l$￿tion achieved the following..
- Ikllvery of strong pCrfI)rnw￿ acmss all the seryices of the or8alli5ation.
. Secured continuation of funding for most of the organisation's s¢rviccs
- s￿ured incom¢ gains for client$ of MO￿ than £6 million.
- Helped over 9,1XX) cliejts andprovided advice oll over 42.0(Kl issues.
Summary of main activities of the chority in Trlation to its objects".
C05t of Living Crlsts
We continue to cxperiencc high levels of d¢mand due to the onsoing cogt of living ¢ri$is. Large munbe]% of
clients need emcrgell￿ help WAth fuel Cost4 moncy and fcrfjd. We have now establishcd a cost of IivAll8
dTOP-AD whioh is provided every Friday to provide access to fool tsl vouchers aod emergency payments
Open
The op¢Th door 8ervice is open to th¢ public during part of the week for Advice on all 8ubi¢0ts. 2,928 ¢Jients
were 8ccn through thc Ope￿doOr1cOr¢ s¢rvi¢e, mony of whi¢h will a180 have been provided spccialist help.
Sln8le Athee Fund (Gen¢raUst Senlc¢)
Thi8 scryice 18 funded by the Welsh Govemmcnt to prnvide 8eoeraliKd advice on all subjects The service
delivered through, open door. telephone and outreach service3
Jn the year 1.634 clients wcre 8e¢n by this servicx dcal?n8 with over 8.000 i88U¢S.
N¢wport Clty CouA¢IJ- Informalloll, Advke and As$iqtallce (IAA)
DurinA 202425 Newwrt CAB continued to deliver this service wbich provided advice to help prevent or
d¢lay the development of people's necd for care and support. Th¢ proj¢¢f pmvid¢d advice to 772 clienis
during the g¢nerat¢d f￿anCi￿ gains of £1.8 million.
Aneurln Bey￿ UDivenlty Heglth Board Projeet
Newport C.itizenB Advice leads thi's service whi¢h provides advice for pcople in the ￿ of secondary mentsl
bealth servi¢¢s An GwenL The advicc WO￿ involve8 advice casewo￿ acros5 a range of subjccis and is
deliv¢red in parthership ￿ryth Citizen5 Advicc Caerphilly Blaenau Gwent and Citizens Advice Torfaen.
DUrll￿ the year Newport Citizens Advice help￿ 336 clients and secEwed financial gains of over £800,000
via this service.
Help to aAkn (Unfversal Credit Support)
This project 18 fimdcd by the Department for Work aod Pe￿$lons, contractcd through national Citizens
Advice. The purpose of the fundiog was to provide support lo clients wisljing to mth a claim for Universal
Credit with 8UPPQrt up to the first regular payment of Universal CrediL This service is provi¢￿ by phone
Debt Adthe
Debt advice is funded by Wc]sh Govenunent througb the Single Advice Fund. Dwin8 2024-25 our specialist
debt advi5crs provided seryices to 531 clients.
Basic Tlleome Pilot
Page 2

pottof the T
foLshe Y&Ar. En4&3J MaLC.h 2025
This is a pan Wales pilot iniiiative fijnded by the Welsh Governnwrt lo provide on a Standard basi¢ income
to carc leaver5 as they leave ￿￿1 Authority care. Th¢ woTk involves re8uIAr contsct with participants a5
they enkr the ￿h¢M¢, throughout the ill¢on]e periLNI ond then as they leave ai the end of the 12 months. The
project has bem assisting 33 young Gare leavers with intensivc SUPPOTL
Kmployrnent and D1¥crlmi￿t1On Te￿
We]sh (3ovemment tbrnugh the Single Advice Fund provides fiwding for employnJeDt and disuilljination
adviL% gnd casework to Newport Citiz¢ns advice lo support clients from a¢rosg mi<L south snd west Wales.
In 8dditio￿ Welsh Govenllnent also fimd5 a telephone based advice swvice to clients acrosy Wales wbi¢h 18
delivered in partner8bip with Cilizens Advice F]intshire.
A totsl of 840 ¢li¢nts were provided sp¢ciAIi8t employment aad dWI￿tion advice and casework dunng
FAmiiles FiY8t
The Families First projexc fi]nded by Wc18h Gov¢nwt via N¢wport City Council. provides Specialist
8UPPOrt and inwme tiwirni8ation help to famili¢s with di8abilitics. Clients are rcfcrred from ext¢rnal
organisation¥ and intenjally. DuLiDg the year 284 ¢lients wcre 4SSiSt¢d with Dver £Q.9 million of additional
incon]e smjred for clients.
Warmer WalewTner2y Advice Project
Thi3 pmJect is intended Io PTovidc a WAde range of advice services relating to fuel povety and encrgy use.
Thi8 includ¢s encrgy effici¢ncy advice, budgctiD8 WPPOrt 8nd incom¢ maximisatioii. During th¢ ycar it kns
helpcd 516 cli¢llts and fjJlld¢d by the MOOnd￿Ce FoUnd￿lOn And National Gild.
Perfornimee & Monltorfng
PerfortD8nc¢ monit()ring reports are produc￿ and reported to tbe Perfornunce Risk and Complianee
Committoe and to th¢ Tnthe Board on a quarterly basiB and 10 funders as r4uired, board to relevant
fimdct¥ (or ¢ach project. OutLY)rnes are rneaSUr￿ against KPIS where specified and pcrfornianc¢ thring
2023124 bad bgaj 8cn¢rally very gtron8.
Volunteeri
Volwit¢¢Tr t¢am can make a signific&nt and valued contribution to our serviees, but volunteer involvement
ha5 fallen si8nificontly in recont yeats. W¢ CODtinuc to make Volunteeri￿ opporti￿ltieS available.
Fundraiiln% A¢thdtl
The chBrity &tts7¢ts limit¢d donations from members of the public. HO￿￿Ver, the MaJ￿ity of fimditig is via
its or contracts fiDm 5th￿t0ry aad other bodies.
Employment of dlsabled peryons
The CI￿lty is an equal opportunities employer and encouragc5 applicatiow from all members of the
Conrn￿Ity. The charity follows the policies and principles of Citizens Advice, thc Dationwide umbrella
organisation for all local Citizet￿ Advice organi8ations in tbe Ensland and W&les.
Page 3

N¢wport CAB.
Report of tholLvstce8
for th&_Y¢4rErthl 31 March 2025
FINANCIAL REVIEW
Principal funding Sources
The PTincipal funding source5 of the cknity..
Newport City Council
- Welsh Governrnent via Citizens Advice
- An¢urin Bevall University Healt& Board
- DWP via Citizeos Advice
- Citi£¢ns Advi
- Moondallcc Fo￿]datiOn via Cilizen8 Advice
- Th¢ Tn￿sell Trust
Reserve5 pollry
Newport Citizens Advice sttk to n￿intain sufficient reserves to ensure tbat the Se￿Ice con continue to
meet all its stthtory and other legal conllrithents for a minitnum of three months. Rcscrves arc held to
ensure $M(￿th nmning of the organisation following payments received in oJre4r8 frorn fuDths. Havins
reviewed thc risks fa¢¢d by the bureau, llvstees believe that this l¢vel of T￿ery¢S would nonnally be
sufficient to cover risks such as:
- potential reAaundw]cy
- increase in premises Gosts
reliabiiity of i￿0￿¢ sources
. underperforma￿¢ on coThtractcd fimds
other opportijnities, contingcncie& OT unforeseen costs
The Board will consider the ne¢d for any r¢vi8ion5 to the cont¢nt of this policy at the same tin* as aM￿sing
the level of reserves required.
A detailed cash flow forecast is used to ellsu￿ ￿8￿cIal risks are monitored closely and kept to an Ab801uk
minimum.
The aim is to 8et aside re9erves amountins to three Months operating ¢osts, includiT]g a ¢ontinga)cy to ca8h
flow fiuthd proj¢¢ts as and when requin(L wbicb would cquate to appmximately £300,000.
Current res¢rYe8 poiltioD
Unrestricted fimds st&nd at £569.848. The Board have approv￿ designated fijnds for redundaocy costs of
£90,000 alld slaffing for G05t of living 8UPPVrt of £41.410. The genernl fiu￿ sland8 at £438,438. Tangible
fixed &8sets represent £30,742 leaving £407,696 as the charity's r¢senres.
At 31 March 2025 the amount of restricted fuJy]s was £DiI
TTU8tees have a￿ted that reserves in exce88 of the 8tsted policy antounts should onty be held for specific And
dcs1￿￿trAI purposes, Any additional reserves should be applied io support activiti¢8 in keeping with the
charitys objects.

lieport of the Truste
fozJkJeaT End￿lLMa￿& 2025
Golng ¢on¢¢rn
Th¢ Board have congidered tbc charitys ability kn continu¢ as 2 80ing concern. S¢v¢ral factors have bc
nsidered by the Board wben fomiing their conCl￿810￿S a5 to wh¢tber the use of the going concern basis is
appropriate when PTq)aring these statcm¢n15 including Jiquidity, ¢ash T&8our¢es. liabilities, luture fullding
and 5UPPOrt &vail&ble frnm various government initiatives.
The trustees hAve concludd that ttLe ch￿lty bas a re&sonabl¢ expectation thplt there will be adequate
80urces to colltiaue to operat¢ at I¢￿tI2 montb from tbc date of signing the5¢ fJnan¢ial slatements.
FUTURE DEVELOPMENTS
tn 2025-2026 Nev4)ort Cilizens A<fvice 18 committed to:
- DeY¢loping Ncwport Citizens advirx a6 & pla¢e where people frel valuE￿ wllllt to work and stay wothng,
where 81aff wellbeing 18 prioritised gnd wkn pwil¢ can develop and enjoy a p08itive wo￿)￿8 culture and
¢nvironment
Continue lo develop services that ate rcspxmsive to need and are 8ccosslble for all cornmunitie8 and
furthcr develop our molket leading Proth￿$ ITh employment and dtserirninatiofy health and wellkin8
D¢vclop And QTganisation that 18 seen a& a bighly valued and tsusted parth¢r both within N¢wport
b¢yon4 whosc achievcments are re￿801￿d and cxlebrat¢d
Ensuting our organi5ation is robujt iti its govemonL%, stsuctures and 5yBtern8, fo￿ard thinki08 and
8UStainable
- Ensure w¢ are located in witable, *￿Ssible premi8es
srRUCTURE,LOVERNANCE AND MAIYAGEMENT
Governlng document
Newport Citizffl￿ Advice Also l(nown 05 Newport CAtizenB Advice, is & re818temd charity and a
company limited by 8uarants¢. The chBTity is 8overned by its Memorandum and Articles of AsxKialion
Rocrultment And Appolntment of new trustees
The charity actively seèks new ttust¢¢s from the geyjeral public, uscrs of the service and appropriate
organisations, via dir¢ct contsct and distribution of promotlODal Mat¢r1￿5. Thist¢C5 are seleclcd on the basis
of the skills, knowl¢ds¢ expcrience they ar¢ able to brin8 to th¢ or8ani3Btion.
OrgantsalloDal structure
l)verall respcnsibility for the management of the bureau rests with the Tnts Board which is responsiblc
for setting the strdtegic direction of th¢ organisatiOD and the policy of the charity. Board membcts arc both
thRTity tsustees and comparty diredor8. The trustees carry the ultimate T¢5pon8ibility for the Conduct vf the
bureau and for ensvmg that the tharity satisfies its legal and ci)nltactueJ obligations. Trnstees rnceting 88 a
qu&rtuly. Day-to4ay operation81 responsibility for the organisation is delegated to the Chief
ExeLutiv¢ Officer.
Remun￿0￿ of all staff, including key nwiagement persormel is set by the Tn￿ Board in line with Lttal
Authority pay scales and market ratcs withsn Citizens Advice the kn￿1 ar¢a.
IDdllction tralnlDg of Dew trnstees
Newly ap￿Illted trust¢e8 are provided with a COmPTEhcn5ivc induction to the bureau throu￿ the provision
of induction mataial, training eourw and mcntOTing by csiablished trustees. The Charity adopts the policies
nd procedu￿ produced by CitiZeDS Advice

Report of th&JD￿tee8
for 31 MaLL025
STRUCTh, GOVERNANCE AND MANAGKMENr
Wider network
The Lknrity is & member of Citizens Advice, a nationwide uothlla organi8ation for all IOCAI Lilizens Advlce
in the UK. wllich provides a framework for ¥tsndards of advice and casework. management as well
monitoring compliance with thes¢ staadards.
Risk mxllllgement
The principal risk to the Charity is a clwig¢ in its cutteni fi￿ding. Performancc is s¢nititlised by the Board of
Trustets to ¢nsure n]aintenancc of cU￿ent fiMdll￿. The Charity activ¢ly ¥cck8 lo diversify its funding
Sources.
Both internal and externa] risks have been eV￿Uated and stepi t8ken to Mitigate thcs¢ risks. Jniemai risks
have been mIl￿¢d by the developm¢nt and impl¢rnentalion of sound financial L￿d other procedureB.
External risk been addressed by diYersific&tion of our funding bage and promotion of Ihc b¢nefits of the
se￿1¢C w¢ offcT at a local and regional level.
REFERENCE AND ADMINISTRATIVE DETAiLS
Reg15tered CompAny number
06030995 (EnglaLd Wal¢s)
Rc8tstered Charlty Dumber
1118855
Reglstered office
8 Corn Street
NP20 IDJ
Tru8te89
Mr C J Lasi (appointcd 1414125)
Mr D b" Reed
Mr A Blackniore
J HWTLS
MrJDHin¢
Company Setretsry
Mrc SLane
Alldltors
Ashmol¢ & Co
Fi￿t Floor
I St John's Court
Upper Fforest Way
Entetprisc Park
SA6 8QQ
Page 6

Newnort CAB
for the Yejr F￿ded 31 M8rth 202S
Key Manxgement Personnd
C S La￿. Chief Offi¢er
S Collis- Ruowces Manager
R Hustler- Spccrdlist S¢rvic¢s Manager (Until 0411012024)
D Miliken- G¢ncTalisi Services Manag¢r
Bankers
Unity Trust Bank PLC
Nine BriJdleypl8ce
BI 2HB
STATEMENT OF TRUSTEESI RESPONSIBILrriLs
The tntheeg (who are also the dirccti)rs of NeW￿rt CAB for tbe purpose8 of company ]aw) aTe responsible
for preparing the Rcpori of the TTUStee8 and the financial statements in a¢et)rdance with applicable law and
United Kingdom Accountm8 Staodprds (Uoit¢d Kingdom GcncTally Ac¢￿ted kncountiny PrnCti￿).
Company law wuires th¢ trustees to prepar¢ finallcial staternent8 for each fmancial year. Under that law. the
trustccs have elecled to pttpare the financial ¥18lcm¢nts in a¢cordaD¢e with Uniled Kingdom Generally
Accry)t￿ Ac¢ouoting Practic¢ Iunited Kingdom Accounting Stsndard6 and applicable law).
Under company law the tn￿te¢S mwt not approve the financial statern￿ Unless they are sa¢isfi¢d that they
givc a Irne and fair view of the state of affairs OF the charitable company and of the in¢￿ill8 rtsourc¢s end
application of reSoUr￿s, including tlle incom¢ Bnd expenditure, of the charitsble cornpany for that p¢riod. In
prying those fmanckal ststements, the trustecs ar¢ required to
5ele£t 8Uitable accountAAg polici¢s and then apply th¢m consisi¢ntlyg
obscrye the methods and principles in the Cljarities SORP.
make judgenThts and estimates that [¢￿)nable and pnmlent.
prnpatt the financial statements on th¢ going concern basi8 wll¢s8 it is inappropriate to prnume that the
¢haritsbk company will continue in busine88.
Thc tru8tce8 are responsible for kwing proper accounting i¢cords wlLich dixlose witb r¢a8onabie accuracy
Ut any lime the financxai poBition of the charitftble company and to enable them to ¢n8ure that tlLe financial
tstcments cornpty with the Companies knt 2006. They ar¢ also ￿spOnsIble for safe8U8rdtng the assets of
Ihe cbaritsblr company 2nd h¢nG¢ for takios reasonabk gt¢ps for th¢ prevention and det¢ction of hud and
other itre8ularities.
In 80 far as the trustees aware:
there is no relevont audit inf0M￿tiOn of which thc charitable wmpanys auditors 8rc UDaware' and
the in￿8 have taken all steps that they ougbt to have taken tty rnAke themsdves aware of 8ny relevant
awjit infortrAtion ar￿ to ¢Stabli8h thÈt the auditw are aware of that InfOrn￿￿O
AUDITORS
The auditors. A8hmole & Co, will be pnw08ed for re•aFyointment at the foffhcoming Annual General
2411112025
Approved by order of the board of tru8tees on ... . .
.. and 5i8ned on its behalfby:
Page 7

Report of the Trnste
Page 8

Rcport 0fthS]Thdq￿t£￿tht0￿ to_thF Mwnb..ryi of
Opinion
We have audiled the fmancial statemcnts of Newport CAB (the 'chaTitable company,) for the year ended
31 March 2025 which comprige the Statenxnt of Financial Activities, the Balance SheeL the C&8h Flow
ststement and notes to the financial statenwjts, including a surnm￿ of sigDifiLant a￿￿ting policics. The
finatL¢thI reporting )kncwoTk that ha5 brul appli¢d in thcir prcparation is 4)plicable law and United
Kingdom Acwunting Standards (United Kingdon) Gcncraily AGGepted Accounting Pr8Ctice).
In our opinion the financial st&temellts."
give a true and fair view of the state of the clwitabl¢ wmpany's affair8 ￿ at 31 March 2025 and of its
inwmiug r￿QU[￿ and application of resou￿￿ I￿lUding its in¢om¢ and cxpwdibjre, for the year tlwn
have been properly prepar&1 in 4gcordaD¢¢ with United KIn8d0￿ Generally Accepted Ar￿unting
Prnctic¢'
have b￿prepared in 8ccordanc4 with the requirements of the &)mpallies Act 21￿6,
Basli for oplDlon
We conducted our audit in a¢¢ordall￿ with JntcrnknD41 Standard$ oa Auditing (UK) (ISAS (TJK)) and
applicable law, Our r&8ponsibilities under thos¢ st8lld￿ are filltbet descJib¢d in th¢ Audito
sponsibilities for the audit of the financial ststenwnts section of our report. We hre independent of the
charttabEe company in accordance with the dhicAI requirements that are r¢l¢vllnt to our audit of the financial
statem¢nts in th¢ UK including the Flic's Bthical Standard, and we have fiilfill¢d our other ethical
responsibilities in arror(l￿￿ with th￿¢ rquirements. Wc bclieve that tbe audit evidence we have obtained
is sufficient and appropriate ￿ provide a ba818 for our opinion.
Conelwlons rdatlng to golng eoneern
In auditing the financial stalenwnts, we have concluded thai the trustees, use of the going concern basis of
8cc(KJntios in the preparation of the financial statements is appropriat¢.
B￿ed on the woth w¢ hav¢ perfornied, we have Jot id￿tIr1ed any material uncert￿tICS relating to ￿¢ntS or
conditions tha( indtviduolly oi collectively. may ¢a5t siunificant doubt on th¢ charitable wmpany'y ability to
niinue as u ¥oill8 conccrn for 8 p¢fRod of at least twelve rnonths from when th¢ financial ststements are
authori8LyA for i88UC.
Our responsibiliti¢8 and the r¢$ponsibiJits¢8 of the trust¢¢s with r¢spe¢t to going conwn are d¢smbcd in Ihe
rel¢vdnt sectionB of this r￿ort.
Other InfOrn￿tIon
The tnwees reswn8iblc for th¢ othcr inforni8tion. The other infornjation comprises ibe Infon￿tion
included in the Annual Report, other than thc fir￿nCial statements and our Report of the Indep¢nd¢nt
Auditors therton,
opinion on the financial ststem￿•S (k)e8 not wver the other inforniation anl except to the extent
otheLWA8e explicitly stated An our repoyL we do not express any fomi of assurance conclusion th¢reo
In connection with our audyt of the financial statements. our responsibility is to road th¢ other infornution
io doing so, consider whethcr the other inforn]ation is materially inwn8iStent with thc fu￿￿la1
statem¢nts or our knowledge obtsined in thc audit or otherwise appcar5 to be materilllly mi8ststed. If we
id¢ntify such material inconsisteThcies or appaTeJ)t matcriaj misstatements, ￿'C 8rc requiT¢d to dcternline
whether this gives rise to a material misstatement in the financial slatements thej￿cLves. If, based on the
work we hav¢ perforn]e4 we conclude that there is a material misstatement of this other infornlati0￿ we are
TequiTed to rqyort that fact. We have nothmg to report in this regard.
Page 9

Rewrt..of.the Inaep*it Audi.￿￿JbÉm￿ber5 of
Opinions on other matters prescrlbed by rthe CompAnle5 Aet 2006
tn our OPillio￿ based on the work undert&en in the course of the audit..
the infornialion given in thc Report of th¢ TrustKs for the financial yrar for which th¢ financial
8ta1Cm￿￿ are prepared is CODSiStent with tkc financial statemen￿. and
. the Rcwrt of the Tn]stees has beenpwar&l in ￿￿Ord￿nCe with applicable kgal ￿U]rements.
Mxtt¢n on whl¢h we are r¢qulred to report by exceptlon
Tn the ligbt of the knowledge and uThdetsdll￿ of the charitable eA)rnpany and its environm￿ obtained in
tbe course of the audi¢ we have not identified matsrial misstatements in the Report of the Tn￿te¢s.
We have notbiug to rewrt in rcspect of the following wher¢ the Comp8nies Act 2006 [C<￿1r¢S us to
report to you if, in our opinion:
. adwie accowiting records h3Ve not been kept or teturns adeqU￿t for our avdit have not been receiv&1
from brancbcs nol visited by us: or
the f￿anCIal statemeuts are not ID Hgr¢ement with the accounting records returns: or
. certsin di5c108ure8 of tru8tCe8' remuucration Sp￿￿ed by ]aw not made; or
we bave not receiv￿ all th¢ inforn)ation and explanations we require for our audit; or
the tTuslee8 We￿ not entided to take advantage of the small Compani￿ exemption from the jtquirement to
prepare a Straiegic Report or in preparing the Re￿rt of th¢ Tnth.
Responsibilities of trustees
AS explain￿ MO￿ fully in the Ststement of Tnmea, Responsibilities, the tsN8ttt8 (who are also th¢
dire¢tors of charitable company for the purposes of company law) are resp)nsible for ihe preparntion of
the fiDan¢ial stat¢mellts and for being satisfied that they give a ttue and f8ir view, and for such internal
control as the trustees det¢m]ine is necessary to enable the prep8rati(m of fin8n¢ial statan¢nts that arc free
fivm material misStatem¢nl whether du¢ to hud or ¢rror.
In ptep8riog the ruw￿la1 statsnThts, the tsv8tees are respoJ)sible for I￿$$1￿8 thc chRrit2ble compauls
ability to continue as a going concem, disclosin& a5 applicabl4 matters related to 8oiog concern and using
th¢ going concern basis of arcounting unless the trnst¢C8 either inI￿d to liquid&t¢ the clwitable conwaThy or
to ceas¢ operations. or have no reAIisti¢ alternative blll tu do so.
Page 10

Report ofthe JodepA)dent Audi.tw to.thoMAknf
Our responsil)illties for the audlt ofthe finandal statements
Our objectives are to obtain Teasonabl¢ assurancc aknut whether thc finonciAi statements as a whole are frec
from n]aterial misstatanBn¢ Whet1￿ due to fiaud or orror. and to issue a Report of the Independent Auditor¥
that include8 our opijJioL R¢asollablc assurance is a high level of assurance, bul is nol a guarn￿¢¢ ibat an
audit conduct¢d in accorthce with ISAS (UK) will alway5 detect a mterial mi&statemenl when il cxists.
Misstat¢m¢nts can aris¢ r￿id QT ernr and are conside￿d n￿rial A£ indiv1th￿Ily or in the aggrewat¢.
they ¢ould reasonably be cxpccted to intlu￿¢¢ the economic decisions of users taken on the basis of these
fmancial stakm¢nts.
The ext¢nt to which our proRdutcs wtc capabk of d&ecting itregularAtie8. includin8 fraud 15 dethibj below:
Irregularities arè iastallces of l￿D￿COmp]iance with law8 and regulations, The obJ￿1veS of our audit a￿ to
obtain sufficient appropriats audit evidcncc rcgarthng compliance with laws and re8u]alions thal hav
direct efftct 00 the detemiination of material amounls and disclosures in th¢ finan¥ial statemellts, to EKrforni
audit procedure8 to help identify in$tan¢¢s of non-cimjpliance with other law8 and reguliiions thut nuy have
a material efft¢t on the fuwieial 8t&tement, and to r¢S￿nd appropriately to identified or suspert
nOll*¢¢)mplion¢e WAth laws And re8ulaiion8 idenlifi¢d during th¢ audiL
In relation to fraud, the obje£tTve8 of our audit gre to identify and a88eSS the risk of matsial misststemenl of
thc financial statements due to fraud, to obtain sufficient appropriate evidence r¢8atdin8 the as5e3Bed ri8k8 of
mRteriaI mis51atement duc to fraud through d¢5igning and itnplemeating appropria1¢ r¢spon8es and to
respond appmptlately to fraud or su8PPKtryJ frxud identified dutiDg the audAt.
Howcvcr. it is th• piim&ry responsibility of management. with the ovosigbt of those char￿1 WAth
governAnc¢, to ensure that the entLty'S operations are conducted in a¢cord8nee with the provisions of laws
￿gulatio[￿ and for the prevention and d¢teciion of fTaud.
In identifyAng and 3¥yessing ri3k8 of MatsrI￿ mis5tatsment in re5PCCt of iTregularitie$, iDcludiD8 frau4 the
audit engagement ￿&M..
- Obtained under8talldin8 of the natuTr of the indu5ty and se£tor, including the legal and regulatory
fi8mcw.ork that the ¢oznpaDy operates in alld l)ow the company is complyin8 With the Icgal and regLdatory
frameivork,.
inquAred of management, and thosc Charg￿ witli govcrnall￿, about the£r own 1(klltif￿atl0ll and
assessmen1¥ vf th¢ risks of iIregU￿iti￿ inrluding ally kDown ￿tual, 8USP4¢ted ￿ all¢ged instance8 of
fraud;
- discussed m#Lters about non.complian￿ with jaws and r¢gulations and how fiaud might occur
iticludingassessment of how and w1￿C thc financial slatements may be swcepiible ts) fraud.
As a result of these proc¢dureB we considcr the most significant laws and regulatiolls that have a (br¢ct
impact on th¥ financial statement& FRS 102, &nd the Companies Act 2006. We perfomied audit
procedures lo d¢t¢ct non-￿mpliance which may have a mateTial impact on the fina￿1&1 statements which
i￿luded reviewing finiuwiAI statement disclosures.
The audit eiigd8ement team identified the Tisk of managemznt override Df controls as thc aTC& m.herc th¢
financial statcnlcnts were most SU5rytsble to material misstst¢ment due to fiaud. Audit procedures
perforn]ed itL¢luded but were oot limited to tcsting manual journ&l entries and other adjuslmeDts and
evaIuating the business rational¢ in relation to any stgnificon¢ unusua] traDsuctions atul transactio￿9 entered
into outside the nomiAI COUT8e of business.
A f(th deS￿iPtiOn of our responsi￿11]tieS for the audAt of the financial statements is located on the
Financial Reporting Council's website at www.fr¢.org.uWauditorsresponsibilitie8. This description f(￿n
part of our Report ofthe tndepeDdellt AuditOTS.
Pug¢ Il

•. of th¢ ind¢peOdetyJ.￿btr.jrs to the Mctnbers of
Use of our report
This rep)rt is mode solely to the ch&itable conwanys mcmbers. as a body, in aLXOtthct with Chapter 3 of
Part 16 of the CompaDi¢S Act 2006. Our audit WOTk bas been undeth 50 that w¢ might stat¢ to the
Charitable company's members those matters we arc rcquircd to state to them ill an auditw¥' report and for no
other purpose. To th¢ fullest ￿tellt perniitted by law, we do not accept or assume responsibility to anyone
other than the ¢lwitable company and the charltable compan￿8 rncmbers As a body. for our audit wort for
this repo¢ or for the opinions we have fornied.
s Ice4E
Sfimantha Keith Bsc (Hons), FCCA (S¢nior Statsttory Auditor)
for and on behalf of Ashmole & Co
First Floor
I St John's Court
Uppes Fforest Way
Ente￿rise Park
Swansea
SA6 8QQ
12112 1202b
Page 12

Ststenmt of FIn￿GIal￿￿￿yi.tICs
the Y&aT P￿ded 31 March 2025
2025
2024
Totsl
fi￿dS
Notes
INCOME AND ENDOWMENTS FROM
Donations And legacies
127J74
127.374
127,215
Charltsble aetfvilies
Specialist Advice
190,000
507,079
723,126
697,079
723,126
642,749
712,645
Othertredin8 activities
Invest￿￿* income
800
526
524
524
Totsl
317,898
.230,205
1,548,103
1,483.935
EXPENDITURE OIY
CIEarltAble aetlvltles
Specialist Advice
G¢ncraLtst Advice
507.079
728.038
507,079
1,031,276
701.096
833332
303,238
Totsl
303,238
1235,1 17
1,538,355
1.534,428
r ll¥COMEI(EXPEIYDITURE)
14,660
(4.912)
9,748
(50,493)
RECONCILIATION OF FUM)S
Totsl fillhds btOU8ht fonv8rd
555,188
4,912
560,IC
610,593
TOTAL FUNDS CAIUiTED FORWARD
569,848
569,848
560.1(K)
The notes fonn part of these financiat Statsments
Page 13

Bakn Sl
31 M8rth 2025
2025
2(124
Tan8ibk assets
13
30,742
30.742
23,871
CURRKKf ASSETS
D¢btor8
C88kn at bAnk
14
110.724
$34.719
110,724
534,719
87,IXII
533286
645.443
645043
620287
CREDITORS
15
(106J37)
(106,337)
(84.058)
ET CURRENT ASSET8
539,106
539,106
536.229
TOTAL ASSEVS LESS CURRENT
569.848
569.848
56),100
NET ASSETS
569,848
569,848
560,100
FUNDS
Unrestri¢tsd fimds
17
555.188
4,912
TOTAL FUNDS
569,848
560.1
These fllw¢ial 6tat¢mellts hav¢ b¢en prepa￿d in accorda￿ with the provA8ion8 applicable to ¢harilabk
companies subject lo the Brnall cornpaDie8 rewie.
XLtr / I I 120% S.... and were si81￿￿ on its behalf by:
)F ReLd.. ThLStee
Mr A Blacknx)K . Thtstee
The notss foDn pth of these financial slaten
Page 14

Qash Flowl&tsent
for the.year Ended 3 LIQat￿ 2025
2025
2024
Notes
Cash llows from operatlng acthdtles
Cash gwatedfrom operations
19.617
2.635
Net (ash providedby opcrnting activities
19,617
2.635
Cath fiffft from Investlng aedvltieg
Purchase of tangible fixed ass¢t8
Sak of tangible fixed aSBets
Inttt¢st r¢ceived
(19.196)
(13,919)
524
526
Net cash uscd in Allvesting activities
(18,184)
(13,393)
ch￿[e In eagh And (￿h equivalents
In the reportlng perlod
CAsh and cash equlvalents At the
beonnlng of the repoTdn% perlod
1,433
(10.758)
533286
544,044
C￿h cuh equivalents at the ¢nd
of the reporting ptriod
534,719
533,286
The notes forni ￿￿rt of these financial sl8t¢ments
Page 15

NO￿t0 th￿aSh Flow StatemqLt
for the.X¢.ar Ended 31.March2Q25
RECONCILtATION OF NET INCOMEI(EXPENDTfuRE) TO NET CASH FLOW FROM
OPFRATING ACTIVITIES
2025
2024
Net IDcome/(expenditure) for the reporting perlod (aj per tILe
Statsnwit of FlnAnelal Acdthes)
Adjustments for:
Dwreciation ¢haT8e5
Interest received
OllcreaseydecTeas¢ in debto
tncreasol(decrease) ill crcdltors
9.748
(50.493)
11,837
(524)
(23,723)
22,279
12.364
(526)
53.432
(12,142)
Net ea¥h provided by operAtloni
19,617
2.635
ANALYSIS OF CHANGES IN NET FiJNDS
At114124
Cash Aow
At 3113125
Net c4sh
Ca8h ￿ bank
533,286
1,433
534,719
533286
1.433
534,719
Total
533,286
1,433
534,719
The notes fornipHrt of these financial 8tatanffl
Pw16

NwortC.AB
Notss tQlbe FiJwial_sthÈm.ent6
fo.I.thLY¢ar￿n￿￿3I M4rch2fj25
STATLrroRY INFORMATION
Newport CAB is a registercd ¢haTity and wivate compaay lirnitrd by Buarantee having shar¢
capital. Mernbcrs bavc a8teed to contnl)ut¢ £1 in the event of a winding up. The eompany is
inwTporated in Wales in the United Kmgdom. Th¢ registered office is 8 Corn Strect, N¢wport, NP20
IDI. The natsre of the compan￿S op¢sations and principal activiti￿ is disclosed within th¢ Report of
the TLWtee5.
ACCOUNTllYGPOLICIES
B8818 of preparlng tbe fillAlld￿ $tateDJents
Th¢ financial statern¢nts of the ¢hari(able cornp&ny. wbich is a public ben¢fit entity under FRS JO2.
bave been pryared in accordance wilh the ChaTitie8 SORP (FRS 102) 'Accounting and RcportiDg by
Charities: Statement of RCcomo￿lldLIJ P￿tice 4)plicable to chariti¢s preparillg theii accounts in
atrA)rdance with Financial Reporting Stsndard applicable in the UK Republi¢ of Ireland (FRS
102) (C￿￿tiVe I Sanuary 2019),, Financi81 Keporting Standard 102 The Financial Reportin8 Standard
8pplieable in the UK and Rcpublic of treiand, and the Corn￿1￿ Aot 2006, The fmall¢i￿ ststem¢nts
have b¢¢n prepared llnder the histori¢41 cost Convcntion.
Gokng coneern
Tr tTU8tres hav¢ ￿SeSSed the abilty to ¢ontinu¢ as a going ￿nCellL
The charity b&8 ao extemal borrowin85 WMI maTTiaw ic8 activities with p08itivt iinr¢8tricled
Th¢ tru5ttrA r¢8ularly review and manag¢ short.t¢mi fluctuations in iaoxnc stThnts and have
establis1￿d a miniznum Icvel of fre rescrve8 to allow for such tluctuations.
Thc chwity's forncas18 2nd proj¢ctioTAS show tbat the ¢hwity sI￿uld bc able to ¢ontinu¢ lo op¢rnk and
is well placed to manage risks successfijlly in the Coming 12 months.
Tr tnstees, ther¢fore have Pd reaBorAbl¢ exp¢¢tation tbat the charity has adequal¢ re50urces to
continue ill operntion41 existe￿¢ for the foreseeable future. A¢cordillgJy, they continuo to Adopt the
goAn¥ ¢on¢em b￿lS of ac¢ounting in prep¥ring the5¢ fuwicial st*￿nents,
Ihcome
All inc¢mc is reCO￿lS¢d in the Statem¢nt of fiinan¢iai Activitid once the ¢]wity has emitlement lo
the fiwds, it is ptobab16 that the income will be rcc¢ived alld the amount ¢an bc mea5UTed reliably.
This incluth8 capitsl gr￿ts.
Donations and L¢s8ci¢s incomc includes donations. Sifts and grallts that provid¢ ¥ore fimdin8 or arc of
a generni natLwe recognised wh￿C there is cniitlemeDt, probabilily of receipt and the amounl can
be mea5ur¢d with sufficient reliabilily. Such income is only d¢frr￿d when the donor specificy it must
be used in future accDunting periods or the donor h88 imposed LY)nditions wbich must be met before
the chatity ba8 u]￿OnditionaL entitlemenL
Incon￿ from chAritablc a¢tivitie8 inchmles income r¢ceived under contract or wh¢re entillement to
gmt fimding is subject to Specific p¢rforn￿e CODditions. The iDcome is Tccogtllsed wher¢ there is
entill¢ment. when the recekpt is probable and awK)unt call b¢ mcasu￿a reliably. Incom¢ is deferrcd
when the atnounts received Are ID &dvance of tl]e p¢rf(rnce of tbat servi¢¢ or ¢v¢nt to which they
relate.
Page 17

the Finansial StsemeDts- conthed
foJr ie Y¢Jr End¢4 31￿a￿b2025
ACCOUNTING POLICIES- eonllnued
Income
tncome fmm other tradiDg activities is r￿O￿lSed as tbe related services are providcd and there is
¢ntitlement. probability of receipt and the any)unt can b¢ measuted with sufficlent r¢EiabiLity. Ino)mc
is deferr￿ when th¢ amount& received are in advance of the delivery of the servicc or event which it
Investmcnt iocome is reco￿lS¢d on a reccivable basis.
Expelldlture
Liabilities are Txognised ps expenditiwe as s￿)n as tl*re is a leBal or CAMLqtructive obligation
Committing the charity to that eX[￿l￿.tUre, it 18 probable that a transfer of economic benefits will be
required in settlomellt and the amount of th¢ obii8atioll can be measured relikbly. Expenditure is
counted for on &n occruals basls and has been Classified under he&din8s that asgtvgate all COBt
related to the Category. Where costs ¢Annot be directly atiribut&4 to particular headings they have
bc¢n allocat¢d to activitics on a basis consistent with the use of ￿s0￿C¢s.
Expenditure on charitable activities l￿priseS those incurrc41 by the chgrity in the delivery of it's
activAties and service5 for it'8 bcneficiarie8. It includes both costs thRt C4ll be allocatcd dir￿tlY to Buch
activities and those c08ts of an indirect nature to 8UPPOrt thcnL
Support costs are those costs that, whilst ijecessary to deliver an activity, do not thcrn￿lV¢s produce
or constitute the output Of the charitable activity. This includes govemce costs which are those
osts &s¥ociated with meLting the constitutional and slatutory requirements of the charity and include
the acwutancy fecs 8Dd costs lit]k&l to the strn*gA¢ managom¢ot of th¢ charity as well a8 a proportion
of salarie8 b&8￿] on approximation of time spent in this a
Expenditure includes any VAT which cmnot be fi￿Y recovered and is reported a8 PArt of the
expcnditswe to which it relatcg.
AlJoc&tlon and apportlollment ofcoJt8
All costs are allo¢ated between the expenditure catsgories on a basis designed to reflect the use of the
reuource. Costs T¢lating Lo a particul8T ￿tivIty atE allocated directly: others are apportioned on an
appropriate basis.
Operntin¥ leaae commltments
Rentals appli¢abEe to opcratin8 le&8es where sub8tanlially all the ixnefits and risks of the ownenhip
renmin with the lessor are charged against profits on a straigbt line l)asis over the period of the lease.
The benefits of the le￿ incentives are recognis¢d in the profit and loss aceount OV￿ the Ic&se ptriod.
Tanglble fixed assets
Depreciation is provided at the following atjnual rates in order to write off ea¢b asset over its
cStin￿ted ￿eful lif¢,
Fixturcs & Fittsngs
uipment
200/0 straight line
2511/0 straighi line
Page 18

NotrLtQJh&FiD4n¢ial.SttrweDts..mAty. e
foth Xear Eud¢d.3.l Ma￿h 2025
ACCOUNTLYG POLICIES- cOnt￿lled
T￿atIon
The cbatity is exempt from COTrOMion tsx on its ¢haritabl¢ activities.
Peosion colts alld other p￿t-rthe￿jettt bener
The ch8Titable company op¢rat¢s a defiDed Contiibiill￿ pension s¢hem¢. Contributions payable to
the ch8ritsble company's ponsion Scheme are charged to the Statement of Financial Activities in the
period to which they relat¢.
iandal Anstruments
The clwity only has financial a&8ets and flljancial liabilitie8 of a kind that qualify ￿ basic fiDaucial
insknts. Basic fin4ncial instnllnents are initially teeogttied at transaction value and subs¢quently
measured dt their settlement vo]uc,
Debto
Trdde and other debtora are T￿o￿nised At the s¢ttlem¢nt arnount due Blld PTepaymeDts are valued at
the aTnount prrpaid.
Cr¢dltor8
credito￿ ar¢ recogni5ed Whe￿ the charity has a presenl obligation re5ultiDg from a past event that
will probably re8ult in the tronsfer of funds to a third parly and the amount duc to 8¢tt1¢ the oblwiion
con b¢ measured or e8tinMted reliably. Creditors and pmvisions are n(Jnnally reco8nised at their
tt]cm¢nt amount after allowing for any trade discounts due.
Fund 8trueture
Unre4trlcted fuuds
Unrestticted fimds ate donation5 and other incozning resources re¢eivable or Beuerated for the ubJ￿ts
of the cbarlty without fiwther SP￿lfied Purpose and are available as general fLth.
De51gnAted funds
Designatcd fimds are created at th¢ discretion of the bo￿1,
RestrActed thnds
Restri¢t¢d funds ttre to be used for BepcifiG purposes a8 laid down by the donor. Expenditure, NNthich
meets these Criteri￿ 18 charged to the together with a fair allocation of 8UPPOn aDd govcrnance
costs.
Page 19
Lxtr Atioued..

Nots to the Fi1￿CIal S_tatemetsn - continur
forlbe Endd 31 M8rcha025
DONATtOlYS AND LEGACIES
2025
2024
125,701
1,673
126.046
1.169
127,374
127215
Grnnts receive4 inchthl in the th)v4 are ￿ follows:
2025
2024
Newport City Council - CoTr Grnut
125,701
126,046
OTHER TRADING AcfiviTIES
2025
2024
Shelter Cymm - Servic¢ Charge
800
INVESTMEN'f ll¥COMX
2025
2024
D¢posit ac¢ount int¢rest
524
526
INCOME FROM CHAIUTABLE ACTIVITIES
2025
2024
Activity
Specialist Advi
Grants
Aneurin Bevm University
Health Board
Grants
Newport Cty CouDCiI-
InforniatioD. Advice &
Assisthnee
507,079
452,749
Specialist Advice
Goneralist Advice
190.0
623,126
190,000
611371
Generalist Advice
iOO,(XK)
100.274
1,420205
lJ55,394
Grants r¢ocived, included in thc thive. ate as follows:
2025
2024
Newport City Council
W¢15h Govenllnent
Citizens AdvicelMoondAllC¢ Foundation
Il3,951
793.776
41,479
59,574
884,269
4J,479
Cauied fotwatd
949206
985,322
Page 20
¢ontinue&..

NLtey to the FiognciaLStatsoienLeontinu
for the YcgLEndd.31 ￿h2Q25
INCOME FROM cHAR￿ABLE ACTIVITtES- ￿ntInUed
2025
2024
Bmught forward
NCN - East and West Clustsr
Citizens Advi￿ - Energy Advice Progrdmme
Citizens Advice- Ener8y OUtr￿.b Project
Th￿s¢ll TTh￿t
Citiz¢Ds Advice
949,206
985,322
13,51KI
20,650
39.656
5992
37,135
13,219
17,245
113.400
1,130,205
l.065,120
CHARITABLE ACTIVITIES COSTS
Support
Costs (see
note 8)
Dirtot
Costs
Total8
Spxialist Advice
G¢n¢r8list Advice
470,630
931,448
36,449
99.828
507,079
1,031,276
1,402,078
136,277
1,538.355
SUPPORT COSTS
Govcmanc¢
¢osts
Depre¢iLtion
Tots18
Speciali51 Advi¢e
ciieTrlist Advice
28,168
56.371
8,281
20,383
36.449
99.828
11237
11.837
84.539
11,237
11.837
28.664
136,277
NET INCOMEI(FXPENDITURE)
Nct incomel(expanditUTe) is stated after char81n￿{CredIll08).
2025
2024
Auditors, remuneration
Auditors, renmneTation for non audit work
Depreciation - owned assets
7,166
2.396
11.837
5,016
2,417
12,365
Pagc21

Loles to ￿e.Fin9ThOlal stsrtw￿.- con￿￿Ved
for th¢ Yw End¢￿31 mA￿h 2.Q25
IIX TRUSTEES, REMUNERATION AND BE1¥￿￿Ts
Thcr¢ werr no tr￿tee8, remuneration or oth¢r benefits for the year ended 31 mA￿h 2025 nor for the
year ended 31 Match 2024.
Tru$te¢s' expen
F.xp¢nseB were paid by thc ¢harity on b¢half of one tn￿tee durillg th¢ year of £104 (2024.. £184 to onc
tru8te¢).
11. STAFF COSTS
2025
2024
Wages and slllaries
Social security costs
Other pension KistB
1,072.787
92,022
82989
1.071,869
92,014
85,934
1247,798
1249,817
The average monthly numbw of ernployees d￿ing the y¢ar wag as follow8:
AV¢￿e numb¢r of full time staff
Avmge nuTnbcr of part time staff
2L125
21
17
2024
23
20
38
43
The number of employees wh08e *3mployee benefits (ex¢l* ¢mploycr pension costs) ¢xCe￿ed
,UOO w&s:
£60,001- £70,000
2025
2024
The total key rnanag¢n￿t perSOr￿cl remuncration bcncfits duriu8 thc year was £209,310 (2024:
£224,385)
contitiued...

NO￿t0 theLinanoLstai￿ents . c4)nlilliied
for ts Y￿Ende￿3.7 m￿￿h 2025
12. COMPARATIVT,S FOR THE STATEMENf OF FJNANCIAL ACTIVITIES
Untcstriot¢d Restricted
fjJnd¥
fullds
INCOME AI¥D ENDOWMEIYTS FROM
Donations and legacies
127215
127215
ChArknbk aclmtle
Specialist Advice
G¢n¢rntist Advice
190,(KX)
452,749
712,645
642,749
712.645
Other trading activities
Investment inc4)me
8(M)
526
526
Total
318,541
I,l65,394
1,483,935
EXPENDITURE OIY
Charltable activlti
Specia]isi Advice
Gener8]ist Advice
246.986
95,856
454,110
737,476
701.096
833.332
Totsl
342,842
1.19J,586
1,534,428
NEI. INCOMEI(EXPEIYDrtURF)
Traa8ferJ between funds
(24,301)
(9,743)
(26,192)
9.743
(50,493)
Net movejnent In funds
(34,044)
(16,449)
(50,493)
RECONCILIATION OF FUNDS
Totsl funds brought forward
589.232
21.361
610.593
TOTAL FUNDS CARRIED
FORWARD
555,188
4,912
560,100
Page 23
¢ontiDucd...

Notes to the Financial Ststem¢llts - coLtinue4
ie Year Eodd 3 IJAarcL2025
13. TANGIBLE FLXEDASSETS
Fixtures
Computer
4uipme
fittings
COST
At l Awil 2024
Additions
Di8PO8als
34,229
93,170
19,196
(27,264)
127,399
19,196
(27264)
At 31 March 2025
34229
85,102
119,331
DEPRECIATtON
At l April 2024
Cbarge for ycar
Elimll￿d on disposal
26.842
2,302
?6.686
9,535
(26,776)
103.528
11,837
(26,776)
At 31 March 2025
29,144
59,445
88.589
NET BOOKVALUE
At 31 Ma￿h 2025
5,085
25,657
30,742
At 31 Marcb 2024
7.387
16,484
23,871
14. DEBTORS: AMOUNTS FALLING DUE wrrHIN OIYE YEAR
2025
2024
Trade debtors
Prepayments and a￿lled income
I9.(￿0
68.001
110,724
110,724
87,001
Page 24
continu￿1...

es Lth¢Lmancial Stslw¢nts. continue
forts Y.OLEnW 3 lJlardL2_025.
I& CREDrfoRS: AMOUNTSFALLING DUE wrrH]N ONE YEAR
2025
Tr8de crditors
Sooial s¢¢urity and other tax¢s
VAT
45.751
20.966
6,461
1,552
31,607
21,917
18.488
5,715
12.420
25,518
106,337
84.058
I& LEASll¥C AGREEMENTS
Minimum leaK pAytDents under non.¢#nrxllable iJpwatin8 lea%s fall due as follow8:
2025
2024
Within onc y
Betw¢en one and five years
Io more than five year3
37 JOO
Iso,(
32,813
37,738
150,IJ)O
70,313
220,3I3
258,051
17. MOVFMENT llYFUNDS
Net
movement
infiu
At
3113125
At 114124
UnYes¢rkted fundj
General fiuid
Designated fund- RedundAncy costa
Designated fimd. Staff foi cost of
living supwt
423,77R
90.(X)O
14,660
438.438
90,000
41,410
41,410
555.188
14,660
569,848
Re8trlcted fundj
Welsh Governu￿￿t. Winter Cotxity
4.912
(4,912)
TOTAL FUM>S
560,100
9,748
569,848
Page 25

ort
IgJ¢s to the Finallcial St&t¢nknt&Jontinugl
the YAT En￿31 Mth2025
17. MOVEMENT JN FUNDS- continued
Nel movqllent in fund4 Includ￿ in the above ate as follow3:
Incoming Resources Movenxnt
resources
expended in fimts
UDr¢strkled tsDds
317,898
(303,238)
14,660
Newport City Council - Infomation,
advice and BSSAStao
Help to claim
Wclsh Government- Winter Capacity
We18h Government- Advicelink Llaim
Whal'8 Yours
Cittzens AdvAcwMoondanc¢
Foundation- Warmer Wal¢J
Farnilies First
W¢lsb Governm¢nt- Advice Link
Cymru (Generalist Fulld)
Welsh Govcmmenl - Advic¢ Link
CYMN (SpeciaJi8r Fund)
Welsh GovernnKnt. Advic¢ Link
CYMN (Other Regions FUTKI)
Welsh Govcrnmenl - Advice Link
Cymnl (Remote Fund)
Welsh Government- Basic Income
Piloi
CitizeDS Advice - Encr8y Advice
i￿),000
212,675
(100.0￿)
(212.675)
(4,912)
(4,912)
113,400
(113.400)
41,479
73,447
(41,479)
(73,447)
164.862
(164,862)
179,000
(179,IXKI)
85.994
(85.994)
90,999
(90.999)
60.246
(60,246)
Citizens Advirx- Core Service
Do￿lOn Funding
Trussell Tn￿1
NCC additional fi￿dIllg
37,135
(37,135)
13,219
17,245
40.504
(13,219)
(17.245)
(40,504)
1230.205
(1,235,117)
(4.912)
TOTAL FUNDS
1,548,103 (1,538.355)
9,748
Page 26
contxnueiL..

Igotss tLthe Fill￿￿?1 Statments: continue
17. MOVEMENT IN FUNDS . ¢ODthiued
Comparydtivu for movement In fu]M
N¢t
Trallsfer5
movement between
funds
Al
3113124
Al 114r23
Unrertrlctsd funds
General fund
Designated fi￿d. Rcdundao¢y costs
Desi8Th￿ted fund- Staff for ¢0gt of
living Bupport
457,822
90.(K)O
(24,301)
(9,743)
423,778
90,000
41,410
41.410
589,232
(24,30L)
(9,743)
555,188
Rwtrlcted Ilumb
NeW City Council - Inforn)ation,
advice and assiBtpnc¢
Help to claim
EU Citiz¢ns Rights Project- Gcnoralist
BU Citizens ltigbts Project- Specia]ist
Cilizens Advi¢e- Cost of Living
We15h Government- Winter Capacity
Welsh Qovernrn¢nt- Advicejink Claim
WhAts Your8
CitiZer￿ AdvicwMoond#nc¢
FouLthtiOD. Wanner Wales
3,639
(3.639)
(730)
(1,361)
(1,361)
(15,000)
4,912
730
1,361
1,361
l5,000
4,912
(5,900)
5,900
(3,113)
3,J13
21,361
(26,L92)
9.743
4,912
TOTAL FUNDS
610,593
(50,493)
560.1
Page 27
ntinued...

Notes2othe F_in8Ki41StatemAIts ￿Ontinue
for th¢ ye￿..EDded1i.ma[th 2025
17. MOVEMENT IN FIINDS. continllol
Comparntive n¢tmovement in fuu(b, included in the above are as follows:
Incoming
Resources Movenxol
resources expend¢d in funds
Unrestrlthd fuDd•
318,541
42,842)
(24JOI)
Newport City Council. Infomutson,
odvic¢ and assislan
HeIp to claim
EU Citizen5 Rigbts Project- Generalist
EU Citizens Eughts Project - Specialist
CitAzens Advice - Co&t of Living
Welsh Government- Winter Capacity
We18h Government- Advicelink Claitn
Whats Yours
Citizens AdvicenaoiTrndance
Fowldation . Warnier Wal¢s
Families First
Wetsh Govcrnu]ent- Advice Link
Cymru (G¢oernlist Fund)
Welsh Govcrnment- Advi￿ Link
{Specialisl Fund)
Welsh Government- Advice Link
CymAu (Remots Fund)
Welsh Government - Basio Income
Pilot
NCN - East and West CIu6ter
Citizens Advice - Energy Advice
Pr0￿MMe
Citizen5 Advi¢e- Core Service
DoDation Fundxn8
Tn￿B¢ll Th
100.274
145.539
16.532
16.532
(103,913)
(146,269)
{17,893)
(17,893)
(15,000)
(5.088)
(3,639)
(730)
(1.361)
(1,361)
(15,000)
4,912
10,000
113,4(N)
(119,300)
(5,900)
41,479
59,574
(44.592)
(59,574)
(3,113)
164,862
(164,862)
264,994
(264,994)
90,999
(90,999)
61,4] I
13,500
(61,411)
(J 3,500)
20.650
(20,650)
39.656
5,992
(39,656)
(5.992)
1,165.394 (1,191,586)
(26,192)
TOTAL FifNDS
1,483,935
(1.534,428)
(50,493)
Ddgnxte41 lknndi
Redundancy costs . thc Board set asidc an aMo￿t ot be used iti the event of redundw costs being
Stsff for ¢ost of living 511PPOrt - the B0￿d set aside funds in antA¢ipation of the extra gtAff needed to
support the additional service levels dw7ng the qxts of livin8 Crisis.
Restricted thnds
Page 28
LThtinucd...

to the FiLanC1￿tatem¢U￿￿QlltiD￿ed
.f￿r thLYr4r. Endedll Mar(b 2.025.
17. MOVEME￿ IN FUNDS . eiiDlinued
Newport Clty Councll- FaDdlles FIJTt
The aim of this service is to rnaxift￿ the inwrnc of Ghiidrn and familiet? with disabilities, 80 that
they don't b￿0m¢ di5advaDtsged by poverty.
Neffport Clty Councll- Informatlon* Advke & Asslstanee
This IB B gervice to provide an Advocaoy and Preventativ¢ Sooial C8Te Servic¢ in N¢wport. IAA
services are defm¢d under the projcct a$ 8eryices which offcr infomkn and advice relating to
a￿6881￿8 ¢arc and support.
Cltlzens Advt¢e- Help to CIAlm
All 88r6ernent between The Natsonal A850c1￿10rt of Citiz£ns Advi¢e Bureaux and tbe 1￿C￿l Citi7thS
Advice on re￿Ipt of fTmding from The Depai1inent for Work 8nd PrnsiOILq (DWP) to 8&8iYt in h¢lpitig
to claim univ¢wl Lyedit.
Llnk C¥mnL- GenerA￿t Fund
Citizens Advic¢ ha8 been awardcd Ibnding by th¢ Welsh Government to provide advice services
8cr08s Waleg from Jatsuary 2020 ulllil March 2024. Ncwyort Cktiz¢n8 Advice Bureau have received
proportion of th¢ funding allocations relAtiDg to the Gw¢Di Region of Wai&q. Part of the Brant relates
to undetpsend on Froat Line Advice S¢rvi¢es that hus been Teallocated to the Advice Link project
with the funder8 perniission to ￿Ver the ¢08t¥ of a 8¢nwalistth¢n¢fit8 welfare woIkn.
Advlce Llnk Cymrll- Speelallrt Fund
Ciliz￿8 Advice has been awarded fundinB by the Wc18h C￿vernrntnI to provide advic¢ Aervic
across Wale8 from JaM￿ry 2020 until March 2024. Ncwport Lit17A￿ Advice Bureau have r¢ceived
proportion of the fimdin8 allocation relatin8 to d¢livery of c[[￿lOYm¢nt and dis¢rimimation advice
acms5 W&les.
Advlee Unk Cymru- Other Regiong
Citizens Advice has been awarded funding by the Welth Govetnrnt to provid¢ advice seTvi¢es
acnyJ5 Wales from January 2020 until Mar¢h 2024. Newport Citiz¢n8 Advi¢¢ BureAU beve re¢%ived a
proportion of thc fullding a]location rctsting to the Gwent Region of Wales.
Advlce Ljnk Cymru- Remote
Citizens Advic¢ has be¢D awarded fim(bng by the Welsh Govenllnent to provide advice scrvic
across Wales from JoDvary 2020 until MgTch ?024. Newport Citizens Advice Bureau have received a
proportion of the fimding allocation rdating to delivery of empLoyment and discriminati(n advice
acmss Wales.
aakni Whavs Yours
Funding received from Citizens Advice to SUPlKIrt the '¢laim what's yours, ineon]¢ maximisation a￿1
bellefit take up cwaign,
Welsh Governm¢nt- SAF Ba8lc In¢ome Pilot
Funding rettivd in support of the delivery of the Basic tncorne for Care Leavers in Wales pilot
which is available for those leaving care WI￿ att tuming 18 years of age between l July 2022 and 30
June 2025. Thc programme will provide a I￿)nthlY payment of £1,600 (£1.280, PAfter t8x) io all
eligible Tecipi¢nts cbooging to p&rticipate ID th¢ piJoL
Cltlzens AdVi￿/m00#d￿nce FollDdation-Warmer Wales
Page 29

for Year EJded 31 M_arch 2025
MOVEMENf IN FUNDS - condnued
17.
Funding rcccived to eDSW people in Wale8 get the Gn￿141 ￿viC¢ they ncEd to nwe their ¢ncrgy
mwe efficiently and avoid fuel pov¢ty.
Chkn8 Advice. En¢Tgy Outregch ProgrAnune
The outreach prO￿e provid￿ additional help for people across Wales WAth energy advicc and
athens Advic¢- Core Service Donath)n Fundlng
Fundiog rrfeived to provide telephone advice. website aod email &lvicc in general topics acro&s
England aTrl Waks.
Truuell Tru8t
Fundin8 providcd generaj welfare benefit advice from foodbank location6.
Welsh Govèrnment- Wlnter Capaeity
Funding provided additional supwrt enabling our debt advisers to increase capaclty for a short pffliod.
EMPLOYEE BENE￿ OBLIGATIONS
The Ch￿lty operates a dcfmed contribution pension scheme. The a8sets of the scbetne uc held
separately from those of the charity in Indcpclldc￿tlY administered fill)d& The pension cost tharge
represents contributions paid by tIK charity to th¢ fimd and amounted to £82,990 (2024.. £85,934). At
th¢ year end there wffe outstandin8 contributions of £473 (2024: £9,431).
19. RELATED PARTY DISCLOSURES
There werc no related paty transactions for the year ended 31 Ma￿h 2025.
Pa8e 30

Detsibj St4Èment
for ILYeaLLndcd 11 MarcL2025
2025
2024
INCOME AND EfiDOwME￿s
Donatloag 2nd legades
125,701
1.673
126,1)46
1,169
Other sundry incornc
127.374
127215
Other trAdthg aedvhles
Shelter . se￿iCe Charge
800
Inveslment Income
Deposit account itit¢rc4t
524
526
Clwat•bl¢ acll
1,130,205
1,065,120
N¢wp*)rt City Council- Jnforn)otion, Advicc
& Assistance
Aneuriti Bevan University Health Board
i 00.000
190,000
100274
190.000
1,420205
1,355394
Total Incomlng re8ourceB
1,548.103
1,483.935
EXPENDJTURE
Charltable a¢dvltles
W&g
Social s¢curity
PensioDS
Rates and watez
tn8ur4nce
Rq)airn and mainlenanc¢
Premise5- Outreach room hire
staff and volunteer Gost
Telephone
Printing, postsge, stationeo, Stationey and
genernl office
Swidry expenses
Disbu￿crnents
Training and ￿llferenCeS
IT atd ¢omputsr ¢xpense8
caTTi￿ fo£ward
986,411
85.583
77,178
37.764
4,656
4,339
990
9.818
14,604
984,178
84,486
78,904
36.687
4,566
7,3
270
11,935
17,559
20,953
579
802
9.849
38,336
J.291.862
31,177
612
1.201
1.652
18.275
1278,892
This page does not form partof the statulory financial stat¢mcThts
Page31

12rtgllcd￿tthD￿tt of Financia￿1 vilios
for thc Y¢ar Ended. 31 M￿h 2025
2025
2024
Charltabk actfvllie
Brought forward
SthscriptioDS
Publicity and PTornotion
Partnership funding
1,291.862
5185
1,27&892
6,485
15
113,285
104.326
1.402.078
lJ98,677
Support ¢08ts
Staff ¢08(J
Wages
Social security
Pen8iOllS
74,037
5,522
4.980
75.091
6,022
84.539
87,153
Other co8ts
Rent, rat¢8 and waier
Imurance
Stsff trainin8
Repair8 gnd maititcnan¢e
T¢lepbon¢
Printin. postage
IT and coniputer expenses
Legal and professional fees
Sundry expens¢s
2,900
416
880
388
1,305
1,872
3,424
3,269
407
147
658
1,564
2,778
1,628
2,941
54
52
11.237
13,446
Depredatlon
FixiuTes and fittings
Cojnputor quipment
2,302
9,535
2.639
9,725
11,837
12J64
Governance eosts
Wages
Social s￿urity
P¢nsions
Auditorg temunerntion
Auditor8, remuneration for non audit work
12.339
917
831
7,166
2.396
5,015
12.6CKI
1.488
I,C()8
5,016
2.417
259
28,664
22,788
Tolai resourc¢8 expended
1,538,355
1.534,428
Net In¢omel(expenditure)
9,748
(50,493)
This pag¢ does llot fomi part of the statutory financial Statern￿ts
Page 32