REGISTERED COMPANY NUMBER: 06532431 (England and Wales) REGISTERED CHARITY NUMBER: 1125068
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023
FOR
MONMOUTHSHIRE COUNTY CITIZENS ADVICE BUREAU LTD (A COMPANY LIMITED BY GUARANTEE)
Arthur Gait & Company Limited Chartered Certified Accountants 18 Gold Tops Newport NP20 5WJ
Mor4MOUTHSHIRE COVfryY CITIZENS ADVICE BURL4U LTD CONTE15 OF THE Fif4ANCIAL sfATEMENTS FOR THE YEAR LNDED JI MARCH 21123 R¢(¢T¢e Adith•trAllv¢ Detals Report of the Trnil• 2 to 10 l•depeThdent Ryrt Ststtment •f Flud Aeilwld 12 D•l*n¢e Sh¢el 13 to 14 r101 to tkn FIn¥ill St•t¢mirfl IS to 25
MONMoirrHSIURE COUNTY CITIZENS ADVICE BUREAU LTD REFERENCE Ai¥D ADMif41STK4TIVE DETAIiS FOR THE YEAR ENDED JI MARCH 2(12J TRUSTEES C. D. (ffgn¢d 174,23 N. Fle¢chet (appoind 1.5 22) C. L. l. McintyT¢ (r¢si&Kd 2.3.23) S. Re. c1[ V, uthlrne . Vite.Ch••"r lappointed6.2.23) G. Wilde laFwinred 26.9_22) J. YhDcII - TTf4511rrr (apw¢d 5 12.221 L. P Ross (resiKn¢d 6.2 231 R. c. atr (tesiRned 5.1222) P. S. (reslgvd 26.9.22 G, Jones Ire$led 9.S.22> A. McAain lappoinied 17.4_23) M. Barne5 (wpoinir4 4.8.23) REG¥ERED OFFICE The G•te HouK High Cknp$tow MonmDuthshife NP165LH REGISTERED COMPANY r4UMBER 065J2431 {Engi•od Ind Wal¢s) REGISTERED CHARITY NUMBER INDEPENDE EXAMINER Arthur Gail & C•mp•ny Limitrd ChaTiu¢d C¢rtifi¢d 18 Gold TDPS Newp NP205WJ ANKERS cpU¥t BBnk P O. Box 250 D¢lfHThtse Southw*y SkelmeT5th1e WN8 6wr KEY MANAGEMEhT Ed8son . Chi¢f Ex¢¢utsv¢ Pyl
MOP4MOUTIISHIRE COUNTY CITizef4S ADVICE BUREAU LTD REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2•23 monmoulbshi Couoty Ciiizens Advir¢ Bureau 1$ • Ttwsiered ¢lLthty •ttd A company limited by guBraDic¢. li is governe4 by * bovd of i¥uM¥S who ate •lso dittcw5 the puoosu of the CowpRwcs 2006. Th5 is anttu teport artd the financial staterDrnts of tht ch4nry for cndcd 31 Marrh 2023. The Intt$ ibe proviithi Of A¢¢owthn8 athd Reportitii by Ch4TiM.' of RecommejEd PTr¢ts' Applicabl¢ to chui11¢5 Preping Lh¢ir Ln ¥rordanc¢ with ihE F?n4n¢il R41$ ikylicable in the UK xl Kq)ublic of IrelaTrd (FRS 1021 (rffcc¢i¥f l January 2019), OBJECTIVES AND A1VITIEs Objrfliv¢g and ims The rhInble purpose of Monmourhshire County Clii7£tt5 Advite Burtau is'w pr(ffi¢ iny ehant4ble for the lic benefii by the adv•n¢tment ofeduclliion. Ihe w¢tron PTueTV•iiW of health and the Tdief of pobrty. sickne Ind dièiress In rri{lr. bul ¥nihoul lim11atK. for the ben¢fii ol commlty in Monmouthshire and surrollndiTh The ¢TUIt b•v¢ iyerd the (olloirf wmi". . povide the ad.¢£ wle tseed for the problemi they fatt and Kb ¢Iry w improv¢ the poli¢iM aybd that ffe¢t pe4>1¢l li¥M.' - to prtivide i knbce lh ts fvtt. Indwdent, Mrtfideniial and imp•rtI. knd - w Val thvu5ity. womoie equality Dlld ab¢8¢ diKTiUjllWill. [# thtte aimi foctsKd oa emuring tha¢ 4dvbC¢ 18 av8i14bk whEn and wl%r¢ Monrnouthihir¢ p¢opl¢ n¢¢d il Ind Ihol they Bre obl¢ io xc¢55 1th41 advir¢ f¥¢ lo fK¢. by l¢lqthty gr di8itslly irt tht ihat b¢51 meets thctr ne¢ds. (kn ¢arnpa1In¥ irlvolves eny¥in8 with 8overnm¢ni &8encies loully 2nd nationally ts Ixrth c4n hve * i1•finI imw on Monmoutlkslkift pewe and ikne bIt5 they f4¢e. Ir¢ fvfjhu4nc¢ of lha¢ aim3 w¢ leek w xwre tfsinifii •rMI enwloyThent opp(thmities fr>r IoE&I propk proMdini di8LtsI advice. uwlly by phone. tmail or wdxh*. Im55 Wales and Ensland P48e 2
MONMOUTHSHIRE COUNTY CITIZENS ADVICE BUREAU LTD REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023 OBJECTIVFS AND AcllviTIES The Bw¢•u ran ilbr folb)vm8 pffjie¢U ¥41 ¢Mtr•¢ts ihroy¢YMt the Yr. Wtlih CJovenuDent SiThgk AdvicE Fuj Advireiuth CoDwIwty Fo¢tss A&i¢e ProJe£i illfonnMi¢n. •d¥i¢¢ 4xu•li$i ¢•sewvk in thbi. beKfiii, tmpJoyYtttst sxhet 8ttsttalist advice It w4}mInlIY 4kliverrd frorn WuTneT Wal¢s (Ilw knpwm • M¢othce) of(#1 enery •dvice to ¢¢ffjumern It9$ WleA b1 focw&•ed on Mwnxx$hlre WATher Monmouthshire offer4 entt8y a¢fvi¢e •Md enw8y s•vin8 equitffierA for rwlt acr051 the tththty And is fvthdcd by the FJbef8y Voluntary Redrus S¢hem¢. Cilittffj Advi¢¢ Cwi of .¥11) P¢oVed thIiiion fuThJs to irKrtu¢ vice thr c05t of IiviD8 Cm. FmaTKial Inclusion Monnbyjthshire IFIM) and by Monmthiththirt Coumry COU11 wividt41 adth.¢ fiuth in¢rt4¢ ¥1¢¢ strvi¢e$ dwin8 the c1151 ofiiviftg ¢si5is iDclwlin8 th¢ provision of fucl vou¢hu5. AdditLon•l fvndini w# ttlY¢d fram Monmouthshire Courtty Coyntil povklt ex¢ra thice to rned loc demand caused by the C( of livin8 Crilil. Thv Wdsb ¢Verml 'Cl•im Wh¥'i Yows, xrvi¢¢ ¢li¢nts ro CLrn fvll beari ethtlemcN P•bli¢ IxD¢fit The 1rn5t¢es have paid ryrd th tht Charity Comrnlssion's iu)dAYKt ¢)n pA>lic benefii In de<iding the KIIviii# undenllken dun. the ytar. The trusites are J•kn'sfie41 iha¢ Ihe Inforni•lion Pfovided in Ind finwill $wemeDts oKets Ihe publK bwKfii THIng requuEm¢n¢S. The haty¢ mNk #rants irt fitsther*thc¢ of th¢ ¢hafitYg objedives ¢he ye41. P4eJ
MONMOIJTKSHIRE COUNTY CITIZENS ADVICE BUREAV LTD REPORT OF THE TRUSTEES FOR THE YEAR ENDED JI MARCH 20Z3 ACHIEVEMEKT AND PERFORMANCE Charit•blt •¢tivitiN- h• •4r 4rtivilie• deliv¢r blIC beorfil Prvwsion of a ba#d 8¢oeralist aDd ¥1¢¢ seryi¢e ¢)n a widt of Mbjeth Ild£ w¢i•l •e¢uriry b¢Thefity. eonsunr n8hts, tsX&ri dtbi and £¥tdil. housing and eviuion. employm¢nr nghts. fwNly otlyr r¢l•t10Tr5hips, Provision of wcialist adYK¢ an debL Ind ¢wi(th. wclflre rishts indtsdin8 ai Tnbunjli •nd County C47Urt. kn"sin8 ythlic aert$i of li, eDtitlenheDtS 8Thd the effects of ru¢DI or propos chaD8rs in th¢ law by meltts of Citiz¢rkS infornaiion leat1rt5. talks, prc5cnlation5. thc wcbsilc. Ihe newildicr and Ihrou8h lh¢ loul media, InflueTrcing developments tn sillI l1¢Y u a of informati prowde4 fmm our wryk wilb Iwl p¢opk aboul how Iw5 and p)Ii¢K5 iff¢r¢ our cofflrnunili¢J Btsilditsg Commtswty Coknion throu8b the PrnWbOn of opporThwNu. A rewlew of ¢haYlt•Ne a¢llvltl Thc provision of a frct. confidentt41. impath'al and ierAkm¢ 8tnernlis¢ sptti•liBi •dwc¢ aThl problem 1olvini serri¢¢ 48$1Sts I¢1 people io 8¢¢ fth¢r frtaim•it #nd help$ ihtm wolve their fii¥•rJci•l. It7 •ttd othei problcms by Providing Infornwi. advi¢¢ i¢18110n •Dd by iDfluwKirJ8 policy rn&kcrs. Pro7th"n8 ¥olunt¢tr 5chemc5 10 rncoura8C mEDunity ictiDn ptDvidc loc•1 OPrtUni¢S to irnpro¥t skn'lls and ¢rnin1, Clit4bl 4fid cnqwry sw1¢8 2019-20 202(21 2021-22 2022-23 Uniqu¢ ¢li¢nts 19sues ixord Clirnt5 fwm MonmDuth5bLrt tped by clien from MMmouih¥hirt knlp¢d by whole seryict FiNncHI 8ains (MonmouihshiTr reMdent$) Debi wrillen off {Monmtsuih$hire rt$tslenty) 4.622 8.865 2,006 1.565 4.925 780 5,675 9.909 1.386 3,823 11.536 1.834 2.541 ÉJ,043,941 £719.599 .565 £964,260 £240.872 2.(Y38 11,281.105 £469.496 2,608 £2.115,9)1 £J18274 Thi$ year saw avit¢ d¢mMA sipifi¢athly •$ th¢ of li¥ins Tose. p¢thin8 io 4arter 4 u the heJ'8bi of wini¢i and the p¢k in ¢nLY8y ¢0$15 Impxls our l(KAI tomfftwiiiits. Dunn8 th partdemic adve d¢nwid WAS suppressed dlle to rnny ofihe <ollc¢iion ewaioft pro¢uKs being susputhj. The m•p)niy of ihe delIry ¢0 cliemts from OUL5ide Monmouihshire ij throwib OUT aaim Wb&es yttwttts tsded part of a Walcs widE 5tricc by We15h GohrrnmcDt. The demknd fw deb¢ VIce fell ¢onsidef&bly duria8 th¢ p•NdembC. We belityt this 15 becau5¢ th¢ Covid IkdOWM l¢d leWyTDCN holid8yJ. ¢viclioD IDofaLOriUmS, Dd l&ck of bwliff coun a¢iiVLty. DeTDand rosc a¢ thr br8th% of 2023 4nd ha5 now 511rpa55cd pr¢ ¢ov¥d thmand Icvr15 We thin see Ihal house1hd dth ts ri$in8 sh•rply in out local ¢OnbmwiitieS wilh Ihe ofillepl nwney l¢ndin8 In som¢ aNs. F¥•dr•knI •di¥iti The chan¢y Trlies on frtyn ikne idurtified in the ac¢ownis, sorf is tr81 lu¢d. lkn charity al b seryi¢¢ level a8re¢meni with M¢)Amoutl4hire c(MY Couneil. art rtttibtd frLMD Wdsh GovernmeN. Ofgen. •Thl Citi2th1 Adv¢, The Mootsdanee Foulldts'o•]. #d Local Community C4wncI15 P4ge 4
MONMOUTHSHIRE COUNTY crriuNs ADVICE BUREAU LTD REfoRT OF THE TRbSTEES FOR THE YEAR ENDED JI MARCH 202J ACHIEVEMENT AND PERFORmNcE Fc¢ori rtlevani i• the •¢h6tvtffjeol ol the fhrlty'• •ble¢v¢S - Analysis of and rt4X)AK5 to rlirni frtdb•ck . Rc¢ru1im¢ of wrfh rnkvknt ikilli local kntswled8t . A¢kqya re$Lre¢S - Connnuity of funding - Rob¥$i bu5hnESS pllnnini - Pwsukn8 relevant fiLnth'n8 OPPOrtuniiieo to e4kSUtt the ¢oniinued delOpment of the orgthu•iion iti lits¢ with bu$1Th pl pnorities . lI11Y 4$ur•n¢¢ IlWlm¥ . N¢n¥tykini. pantterihip debrloprneN and INANCIAL REVIEW FIAa4d•l po110 Tbrye wa5 an over411 for ihe >w of £J3,lJ4, ITh¢ Wrpkni in the prtViO yt4r WAS £21.658). Prkndpal fld11r The pnwiplll fvnding sourc¢s lor ih¢ NTe' Wtlsh Go%Miment MonmoWh¥"rt COW Couwil Th¢ ¢dance tn¢r8y Volwithry Redress The Town C(Am¢ili ofAtffja¥e4ury, C•Ldi¢o¢, CJKpwow polky objertlv poliry ES that fund5 nol r¢quired for ¢urr¢ni eXnd1th will be d¢po$ited ih lorerer1fjg bank lbrwunts or more knd re1)1¢ Iwiks its ccourfJ pro¥ithag ac4eg5 withn 4 re480n•bk wriod. Pi8e S
MONMOVTHSHIRF. COUNTY crrizENS ADVICE BUREAU LTD REPORT OF THE TRUSTEES FOR THE YEAREP4DEDJI MARCH 2023 FINAP•CIAL REVIEW Resérves polley e•ncrn In ihe rcp)rtJng eTwJing on 31 M4Tth 202J. MvnnYJuthshiT¢ Courfy Citiz9 Advi sJw8f¢d under a rcserwts polKy thai emph1$12ed ma¢41n1n8 reser9 equivalent io six mrnths, optratlA8 expcndirure, CL$]91¢¢ with the he•lth moniiortn8 1¢8ime opersttd by Ciii2cns Advice Mtionilly, bAsed OD guthnce from ih¢ Cb•nty Commiwion. Siict ih¢ rertIng ptyod. • rt¥ised policy h5 beeA adoW. In th¢ uted plicy. wred by truel on JO (ktober 2023. th¢ Int¢ 11 9ryk to 5uffLCLcni rc5eTvfs to pmide a tta50nable deytt ol rtsili¢ott to irs optt4b.oo by prowtho8 forunplanThed advene e¥erLfsJalihes budw•ry iny¢is. The ¢(¥nsidettd th¢ and UThCertwnts th d¢tsil, Bnd n8 into arcount thc nccd for p)d E¥d$h1P, ¥ wrll as pnjdce. Mnclthd Ihi il would br to set •side an amount ¢quiv&lemi to four rtsoMih8' a#nual budgeitd opmtin8 tspendibjre (In 2023.24. In amouni of £145,(KKI) ppt. H¥ys rl¢w¢d th¢ ri¥ks attd un¢ert•intt¢$ fx¢d by the Burew, Ihe tru#tes bditvt that thii Itvtl of resaves th)uld noMllY be $uffKieN io Cover I[Laj siluati¢Mts suth ¥.. th iTrctf& in the (fjst of premc$ upkeep and m•iTrtenan. eThtil redundancies. Pfoblernatic relilbiliry of uKome 8our¢t& th¢ d¢¥elopm¢ni of new OP$¥>T11cs, lili8&tswA 5t¥ rh fall oylsid¢ of iniyr•n¢e ¢ov¥. As 31 Nlarth 2023. the charity h•d sJnffstri¢ted ru¢rvM iotsllmg £163.861J Th¢ ¢lxvty5 Bbi]ity to cwts"Dut io currrnt scrn¢e$ ts largcly dq)en&•ni oft fvnding fmm loel &uthtyits¢S thd 8overnmcDt 48rn¢Ks. The f7jj1ttI iV•Eiknle for 2023.24 15 L412.100 The fiNanCl $¢*iemethts prepared OD a gOS c¢N¢rn Ftued ott ttbt risk afvl Qh t%)w fotK•xw exerc Pa8¢ 6
MONMOVTHSHIRE COUNTY CITIZEf4S ADVICE
BUREAV LTD
REPORT OFTHE TRUSTEES
FOR THE YEAR KNDED)I MARCH Ifjlj
LOOKif4G FORWARD
Ow plans irt bJ ¢ Ihe prothije elitfi by ihe fi101 Citi2eN Advtce Servic¢. Wt h•w tfathsl tho&¢
th15 our tyPLisati •nd oui di¢rf& This is summ•utd ID th¢ fi8Urt below.
How thls translates for
Monmouthshire Count Citizens Advlc•
Our promise to the people we help. By 2024:
T+1
How this translates for
i Monmouthshire Coun
Cltlzens Advlce
What we will change to EIVABLE our promise
T+1
Our orKkn110Th ihe new fin111 >tv oft i sound rlmnci &li7rtrifyg 4d¥ic¢ seThi¢fs Io¢•tioffis Kf•SS
it se$ 4Dd in fxiliiiey wiv¢niMt 1 e¢ble w the 8¢fftSy41 public.
SYRVCTIJRE. GOVERP4Af4CE AND MANAGEMENT
G1£
The chariry is a CoMpY limittd by tAabliskn¢41 by lis Mtth
MONMOIJTHSHIRE COUNTY CITIZZNS ADVICE BUREAU LTD REPORT OF THE TRUSTEES FOR THE YEAR ELYDED JI MARCH 2123 STRUCTURE. C.OVEKNANCE AND MANAGEMEf4T Rerrwl¢otA¢ trlAio8 aod •pp•iutmeot of t5¢¢ A$ sd oul in Ihv Arti£lc5 of A%so¢i4iion, Ihe m•xLmum •wnber of tyust¢ts 1$ 13 tht mittinMuTL is 4 bein8£iihcr. ) elcctC41 at In gencral mec4b"ng{mBximum trn eleded tnJStees ID Idal), or b) w.opled by the tnwt¢e board provide4 ppointhxrt totsl thumbef of cow no fflo ihafi on¢ third of the t4)tal nwrtber of InJttS. All ¢l¢aed hiees frfire from office •t th third Dnual 8erw2J nY¢ts'n8 followin8 thu"Y Ixtt re<le<¢td. All co.opled mjstces rrtirc from office ai thc ihird annual gtnernl Th1Th8 followin8 the of Ihe Ie botrd w 1¢ ¢hey wert appthni¢d. bth may I1 b¢ In linc wrth bc5t prarticc. va¢ancic5 for tru¢¢$ are idvertised •ppli¢wis •re inLer¥i¢w¢d by a pnel. Howeyth. aAy member nominaf¢ In Individ to be a by 8ivifA8 ntxe of the¢r noownaie th•1 iDth"vNluRi brtwc¢n (ouneeth d ard thwry fi y5 before the AGM. New trys¢$ an •rthcti¢rfb btief ON their le841 Obliv¢al <h•rity •Dd compuy 14w. th¢ conieTri ofthe MemOrwrn ArrKles of AsW¢u1n. th¢ wmrnitte¢ and Ik•sion making procttses, ¢he busin¢s$ pl•. •nd r¢vnt finkncial pcrliThanc¢ of the chanly. nTrI lht indudioth Ihey m¢d key employees otkn thite¢s. Tntst¢es art ¢n¢ouryd to attend pprow4te txtrmal tvttstl. Monmouthshirr Cowity Ciiixetts Advite Blweau Ltd is Ma$Co by • brd of who We ultimately r¢sp¢n$ible for 411 lspeths of i111 Ind •dministy•Ifi The ChKf EAUl1ve is Jpp)mied by m8na8e th¢ day to d&y oper•iio$ of ihe ¢Tr. •ULhofity (or operatioMI mBtt¢ts in¢luditL8 fimnct 4nd cryloyinEnt ha5 bccn drley¢cd by ihe tnwe¢s to thE Thief Extrjrtivt. The brd mccls quartc¥iy. Key reffiuAer•t6oo Th¢ rrmuneration of p4id staff is Kt by referte io nornv in the Kilwbtsry ie¢ior •nd in prti¢tsl¥ (thr local CiliZtr4 Ad¢¢ offires Widpr wtw•Tk Thc Ehanly 1$ • Trwttber of cili$ Ad¥i¢e Nlnal Ais¢xiaityh tsf Ciliztns Advi£t Buruux). MemberlP of Ciiiiens Advice conf¢Tr nghts llnd reipomibilitses. As a condiiwn of memb¢Thlup tlie chllniy hllows a perf(vminc¢ tsO qualily fr•mework con515ting of p rombiwion of s¢lf-assessmvnl and exlernil th¢th"n8. The chanty ayees ro submit iisclf to penodL¢ •udits as ts rea$b]Y required aTrd to yovide #ttsi its Cifi2ens Advice or iny other puson atrdk)n8ed by Citizert Advict. The tknriiy ¢0 thiure thar its governing body dernorth* wsiblity, a0mbIlIty. Ind npliaoce with l¢gNi¥iioTh slw)w ih•l Its de¢isTh14r¢ b4$ on ¢l#r undwpdbni of the idevant is. P4e8
MONMOUTHSHIRE COUNTY CITIZENS ADVICE BUREAU LTD REPORT OF THE TRUSTEES FOR THF. YEAR ENDED JI MARCH 1023 STRUCTURE. GOVEP14ANCE AI4D MANAGEMENT Rel•thd pArlle5 A5 Stated abDVf. m0nrnouth5h1 Cththty Crtizens Advice Bure•u 1$ • nKmbeF of Citi2¢r4 Adwie< ibe (yeming n•tne of ihe Niott•l Ass¢cl10Th ofCii12¢th$ Adi¢¢ Bweathx. which Pfoyides * fr•mew(rfk for 8¢andarth of athrx aryl crwork mw8em¢nt as Well a$ mortitorins wogress thc5e 5tandard3. 11 •150 prowd¢s a S¢gUE ¢]troniC min&Kement rool whith rnu5t b¢ ed by ihr charity 15 a Eondilion of nmbership. Op¢rnlin8 poIKies are bajtd on rt&rionil 8utslllThce Bnd modcl P[£dr<S wher¢ Fwvided. buf Jre independ•lY deternijned by ihe bNsttt brd of tht Chlty. in ordu to fulfil Irs thlble ob5£ers knd itt ¢ompkn'4ntt with nthoD&l memberS"P Tequirn¢nt5. Th¢ Glw'ly #Iso and li•is¢s wh • number of tsthel •dviwry VIC Itst chniie8 council thpAmnents t behalf of ¢IlLty. Whert ofie gf ihe tr1$ hold5 the Positi of or dItOr of 4notrKr chty they fflay Ix myolv In dtsculonl ttgdrthng thii h¢r ¢h•nty bui in uliim&i¢ d¢¢i$wn.makin8 W¢ Ckn or8anisation now part of R nrtIUM of citizens offirr5 rtysi¢r¢d 88 Cihzrn¥ Advi¢¢ sOh East Wales. The ¢OtsSOt1ium ¢otiwisu ourselves alongslde ihe loul ciUZ¢Di advit¢ olee$ of Crphilly, Bllettau GweDt, C4rdd V•l¢. N¢wporn. Bv"d8¢nd. MerthyT TrI], RIKrf#lda Taft aThd Torf4eTh. The ccthortiwi wiu work io8dl¥r io iowfDV¢ •dvhc< 5¢r¥i1 4u0$5 this wthr r¢810D. The tt$ have • duty to identify w¥J rn¢w thp nsks to whKh lh¢ Ghnty is expoxd •nd * eTr5we •pPwe ¢ontr IfE in pla¢¢ 10 pwYi& reuon•ble tInCt apbnst fr and ¢Ir. ThE trIJ¢¢5 recognix tkni •ny major nsk thE ¢h¥ity is ¢xw¢d io b¢ r¢vKwed •nd in Pla to ftiillyte Ilw ri$k$. To that eod chariry has pioduccd a risk rc8iStcr aclivn plan to addrtss pri(ty n8ks JrKI sel up i mework for tbr coDtiDIIDU5 rtJalll8rmcni w)d mowti)nii8 of nsks, Sysiems are in pl•c¢ w Milltr the risk$ as rhey ¢ id¢niifieil, The n$k rwsier is r¢8uJarly rtvitwed atsd in fe4y)Me to mdium risk5 In)prod envgency procedu Ind ¢ontsn8eDcy pl$ are devel(yd. ST ATEMEIYT OF TRUSTE. RESP014SIBII.ITIF.S The truMet8 (who 8150 the dirtttors of MonmouLh5hirE County Citiz¢ns Ad¢¢ B[¥ Lid for Ihe pu4)Mei of ¢ompany l•wl arc r¢5ponsrbl¢ for pr¢p4ring the R¢porl of Ihr TTU51Eo and Ihe fiNn¢i•l ift accordan with appliuble •tyl Uniled sl1rd5 (Unitsd Kkn8dom Gtnernlly Actw¢d Acc4)w)ting Prl¢e). Conyany law Tequires thE tnmitts lo pffp•re fina17 slJiwnen¢S for each fiD)ncial whi¢h give a uue and fair vtcw of the #¢ai¢ of aff•ir5 of ihe ¢b¥iubk comwny of rbt iDcomins rcsourtcs 4JLd ippliration of rnout¢es, In¢ludin8 the ivotn¢ expeDdittwe. of the chble Company for that p. In prepThE ilb)se fin•ncial inmthes #e quired s¢l¢£i suitable axountso8 p)IIcic5 aDd thtD apply thrtD £OnJilt<tttty' ob5crvr thr mdhod5 and pnncipl¢s itt IIK Choniy SORP; make Jud¢ Ad e$iimwes thar art iewiiable and wudMt: pr¢p4r¢ the finawiil suiements w rhe goinB b•sis [¢%$ il is in•pryopn K+ wemmie thai tht eharitthl• conyny will ttnU¢ ID bsInesS. The am rtswjuible for kteping pr4yptt t0milg rttord5 which diyclt with re•y)n•bl¢ K(urKy •1 •fvy lime th¢ financial pxinon of ib¢ driUble w1npY ond lo ¢nable them ty eDiure thai Ihe finart¢La] sthttments comply wtth tht Compwu¢s Ad 3 Th¢y ar¢ also responslbk foi $af¢wwdin8 the Bssety of tht ¢4orit*ble c4Mnp4ny 4nd trKo¢¢ (or thk reawnable for the pre¥9n and dtl10n of fraud And othtt ine8ul#niies. Py9
MONMOUTHSHIRE COUNTY CITIZENS ADVICE BUIIEAU LTD REPORT OF THE TRUSTEES FOR THE YLIR ENDED 31 L¥IARCH 202J This report ha$ beeD prtpared in att0rd¢ with Sprti wiwisions of P•rt 15 of ihe Cunp•nm Ad 21JWrgL•iinl U <(ryaDies. Approvtd by oth of the l>o¥fd of iru5*e5 . i&&tt¢d on IL% bFh•lf by.. Trws Pi8r 10
INDEPENDEKf EXAMINER'S REPORT TO THE TRUSTEES OF MONMOUTHSHIRE COliNTY CITIZENS ADVICE uAu LTD Imdep¢Adtt tXllbl•eei r¢p•rt to iht irmstea of M•om••ihshire C•u•ty Cltlttls Adke B¥rnau Ltti I'ibe CoThpathy'l I repor¢ to ihectharity trusie¢i on thy ex4miD&ts"on of the ofthe coMpY foT lh¢ ytv tr•led 31 Mh 2023. Resp•ttsibilklks •od bsls •( reprl As the thantyy [¢¢$ of tht Qlfflpany (atsd ilw ils thttctOfS for the purwmi of ccrfnpkny lawl are re4Xx1bI¢ fot the preP10Th of th¢ 4ccouwi in vnth th¢ ofthl Compawes Au X¥)6 fthe 2006 A£n. Hvin8 S•rtsfied MtIf th ihe 0ntI of the Coftyny nol requiied io be aydited und¢i P•rt 16 of th¢ 2(KJ6 A¢t e eliwble fsy indepeodeN ¢¥4o)iAllion. I report tTr resp¢ci of Iny txamiRiatLOJ of >vur ththV$ cwried o under 5eu>oo 145 of tlhE CbanrKs Aci 2011 (Trbc 201 I AE¥). In canyuk6 out my I hve folhwr4J th¢ Dipxtio giv by tht Cbanry ComrtMMth Sect1 14y5) (bl ofthc 2011 ACL l•depend¢t eithlaer'$ itatern¢AI Since your clun15 S$S mcom¢ cxctcdcd £250.rJxi exwnincr must be a m¢mberof &11sttd body. I ctt eollfm tkn I •m qwlifitrj unden•k¢ the tsarniftat¥Jn l •m ¥ oKrnber of ihe Ath)ci•tion •f crt¢d Certifi¢d A¢¢(1($, which 1$ tyb¢ orth¢ liy¢d lth"e I b4vc cothpktcd my exarnm•thoL I coofinD rn•tt¢ts ¢ome b) my •tteo¢ioo in eofyieetioo with the ex•mwtt' $i¥ing rn¢ ¢MLse believe Couffling recN05 wcre 0t kept Ill fespect of the Cornp•ny by Sedioll 386 of the 21XkS A¢t: or Ibe T<iounts do noi •ccofd with Ibo$¢ red$. or iht IOUnts O) comply with th¢ B£¢(M]ntsD8 rEquireftKnts of Sc£tiOD 396 of the 2( Art other thln arAy reqiiLltm¢ni tb the ¢(ts give a tnK I1 fair Mtw which li Do¢ 4 m•tter cthmlded 45 of •ll Lnd¢dent ex•min•tioa: of tbe £oUn[S bave Dot beep prepartd itt A¢¢4)rdsD¢e witb the meth¥ •Dd pripciples of tbt St&tantr4t tyf RecomtheDded PN¢tsc¢ (or i¢£ountittg reponiog by c1W¢S (4pplic•ble io cbarities Nrpanng tbeu a¢colltstS ID
Grordw wilh th¢ Wrtsni S¢*bthrd ¥?h¢•bk In th¢ IJK Wbd RewblK o(Ir¢tsnd IFRS 102)).
I ve ¢otsctn)s blve comt ttiOS5 other o)itttts in ¢Otsttedioll witb tbe ex4mullttoo to *kn'eh itrLould bt drnwll io this I¢QKrfI u) ord¢r to able • ptqxr yuderttsDthDi of tb¢ b¢ re•db, Chnstint Prithd FCA Imrttute of Ch&neI AcmDt•nts in EDslbDd wbj w¢$ Arfbur Gail & Compaoy Litwied Cbanued Certifi¢d 18 Gold Topj N¢wpon NP20 SWJ P4gell
MONMOVTHSHIRF. COLINTY CITIZE.¥S ADVICE BUREAU L TD STATEMENT OF FINANCIAL ACTtVlTILS (INCORPORATING AN INCOfvIE AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH Z033 31.J.23 T¢1 fund5 31,3.22 Totsl un$ Resmded fund hdg No INCOME AP4D ENDOWMENT8 FROM Donatioms le8xies 131943 252.414 385.387 296.241 CbArlt•ble ¢ttddei Cbffi"t&blt tiivititi 87 7.7ty) 736 736 322 T•¢il lJ3.766 EXPE.YDITURE ON Clwit•ble activiltei 2JO 578 282612 NET IYCOME 11268 741 21,866 33.134 21.658 14 9527 23M7 33.134 21.6S8 IIKCONCILIATION OF FUNDS TWI brw8hi fotw*d 154.337 154.337 132.679 TOTAL n¢NDS CARRIED FORWARD 163.864 187471 Th¢ fonn PBrtof thNc fiDwKi41 ¥t¥¢7W PaF 12
MONMOUTHSHIRE COUNTY C1ZEr4s ADVICE BUREAU LTD IREGlSfEkED NUMBER: 065324311 LiNCE SHEET 31 MARCH ZOZ3 31.3.23 Toi•l 31.3.22 Totsl Restnued fund Not¢$ CURRENT ASSETS Debtor5 Cuh u b•r &ftd In hand 14.701 196 211 14.708 219.818 4,500 23 210.919 2J.607 234326 175,945 CREDITORS 12 <47.033) (47.055 c21.6) NET CURREMT ASSETS 187471 TOTAL ASSET5 LE&5 CURREf4T LIABILITIES 163,864 23.607 187.471 154.337 NET ASSETS 163,864 187471 154 337 FUP4DS Unr¢$iridtd 14 163. 154.337 TOTAL FUNDS 187471 The clwi'r&ble company li entitled to oxemptsoD from I11 ll1¢r sech 4r1 of the Cofflpanityj A¢1 2Th)6 f+X th¢ >% eDded 31 March Z023. The members Iwve wt required the cofflpany to obtsin an audri of its firwwial statfments fof the ytv ended J l M•r¢h 2023 in •tu)rdte wilh Sechon 476 of ibe CompaNe5 A¢1 2006 Tht •cknowl¢d8e their respobilItieS for ¢Tr5unn8 thi ihc (ntIblE coThp•ny key a¢¢ountlll8 rt¢tyd5 Ihat ¢tynply with SettioTrs 396 AThd 387 of ihe Comp•ni¢s A¢1 2006 •lld prtpann8 fin¢1&1 Mements thich • tnK fair of the sl•te of •ff4in of th¢ ¢hanthble ¢(Nnp•ny •$ at Ihe eThl of uch fin•nu•l i%•r •ThJ of 115 WTplws or d¢fi¢ii f¢r ea¢h fin•nci41 yvr in ¥¢ordanc¢ with ihe uirememis of Se¢tiorts J94 Jnd 395 and whicb oth¢rwix Comply wiib thc rcqwrtmetsts of the CornpatsiBs Act relaiiu8 to financial xitun¢uls. so far * applitRble to the ¢b&rLtable cthnp8Dy. (b) The Dotu p•rt ofrbue &t4t¢merfi Pa8¢ 13
MOsYMoirtHSHtRE couNrY crtlZEf4S ADVICE BUREAU LTD IREGISTERED Iivf•lBER: 165J24JII BALANCE 5HEET- coutkn¥ed 31 MARCH 2023 These fiDwKi•I ha¥¢ been wq>orfd in icgxdpnc¢ with thE •Pp1Kle io ¢b•ni•bl¢ Co/ '%u151e to th¢ sw•U ¢otupwue5 lQl1.21is financÈil JthtErncLts wpprov•d by ibe Boord of Trnst$ IA4 authrised for isiue on .... . .. Ind %tr Si8D¢d on kts by. Trwi¢ Reo& The fonb of tbeK fitwKial #enIents P880 14
MONMOUTHSHIRE couprry CITIUNS ADVICE
BUREAU LTD
OTes To TNE FINANCIAL STATEMENTS
FOR THE YEAR ENDEDJI MARCH 2023
ACCOlJI1NG POLICIES
Basls •lpr¢p•rlmi tk fi•aDtthl
The finan¢iAI siatements of the ¢hant•ble cOmpy, vthi¢h li * publir b¢n¢fil ¢niity utyler FR$ 102, have bcon
prep0d th ¥c4Kd•nc¢ wilh Ihe chtIeS SORTr IFKS 102) 'A¢¢ouniing R¢porlin8 by ChvhtLC5.' StstcmcTht of
RÈWMnnd PrAai¢e applicable Eo ¢huiti¢s pr¢pann8 thttr ac£oun15 ID KCOtdaDCC 1 rbe FLiiaD¢i•I Reponini
Sthndard applic&ble in UK Rcpublic of Ireland {FRS 102} {etf¢¢iive l January 2019),, Finnciil Reporting
Slindird 102 The l.In•nual R¢port1D8 Si•ndtrd appliuble in thE UK atsd REpbliC of Irel•n& and th¢ Compani
A¢1 26. The finKul h•v¢ b¢¢n prep8rcd th¢ hi5tori¢aJ cosl con¥tDtTh.
The thisttts comider thert no Materi wertwnii¢ bwi the fharitys &bility 10 cwAinut 48 4 80ing
Tr chrity IS & ValE ¢ompany. lirnitrd by guarnniee. try5¢0 in En81 •nd Wks ¢¢ffiWY dott h
hayc a sharr Exh of ihe m¢mber% is liable lo con1n1le an knjourtt Troi excetth'ng £1 wwd$ the •59eiB 0¢
the thatiiy itt tht tvttht of windin8 up. The •ddrus of the ch¢• TWIrEd OtT be f4) py l.
The PfWniw)tt ¢urreg¢y of the GMDu•l sta¢emenls li the Sterfttti {£).
lTrr•ffl¢
All uKome is r¥xo8nLsed in th¢ St&t¢m¢ni of FinaThcial ActivitlC5 (SOFA) orKe thc charity h•$ entrtlerTreni to ih¢
fund5, if is prob&blc th&t thc incomr 11 be rtceived and ithe 4n¥)unt ¢•n be musuffd relthbly
Doned sttvi¢es •nd f•cilirie5 ¢ included at & valut ro iILt clwi.ty whcrp this c bt wn¢ifi¢d and is rnwern.
Tht vajuc of strvitts provided by voluDlcm Doi ien uKluded in Ihese ac¢outtts.
VoluAr4ry iwoo% iy rec¢ived by v4y of 8TpThts li1118 Gov¢nuneDt yants). donii(¥hs pfti. 'n$ lift
aid wthcre wlicablc, ond Is includrd in full in Ihe M•iemeni of financi&l IvitIeS when rectivthble. Ihcome ftom
srnts, here i¢laled perfomiaft¢e and $pecifie dtlivu&ble5, li when it li wob&bl¢ th•1 tlx inwmg
will be re¢¢id and the 4n)ouni C b¢ m¢45wcd rEIIv4bly and 1$ d¢f¢rred.
LiibilitieB •re TttObrnlS
MONMOLrrHSHIRE COUTrUY CrnUNS ADVICE
BUREAU LTD
NOIES TO THE FINANCIAL STAT£MEFm- ¢•nlln4¢d
FOR THE YEAR ENDED 31 MARCH 1023
ACCOUNTING POLICIES-
T•ilble fix•d •Mets d•we¢iatl•n
T•n¥ibl¢ fixed for use by the cthanly ¢Ni or, in c•4¢1 where fixed •5sets have b¢eJL doo•tr4 BÉ
valuaii
MONMOUTHSHIRE COUNTY CITIZENS ADVICE BUREAU LID NOTES TOTHE FINANCIAL STATEMETh- ¢•TrtSn¥•d FOR THE YEAR ENDED 31 hlARCH 2•23 DONA710NS Af4D LECACI 31.32J Totsl 313.22 Toral fdI UDrNlri¢ted R¢iri¢ fvnds 1.048 1.648 38J 739 743 Gr•nl 385 387 Gr&Thu rtttived. ittelthltd IA the abo¥¢ are as follows: 31.3.23 Jl,3.22 Single AdvKe Cl•im Yourt HMIry FIM Vanous AbtryvEMy TowrA Cs)un¢il T¢n Ctyntil Mot1r¢ Cowkry CwDciI Cbcp51ow Town CowLciI C*ldi¢oi COW11 Crnt Comffluniry cow11 Por15kewcti Communily Co•Jn¢il Mi8or and Undy Community Coutbcil Trellech Commwiiry CtJun¢il W•Tmer Monm0hsb1fe mnde Energy moAnyth$h¢ County CourKil of Liviu 70.939 72,( 10.(yJ) 38.( 79.119 21,$00 29.557 19.941 4,858 12.(KKI 12.( 51,945 20.950 1S.( 2.5LN i J(K> 14.( 12.1 Sl.94S 20.950 15.QN) 1.500 3.000 4.000 13.405 Jl.600 16,5(M) 12.135 383 739 295 505 INVESTMENT If4COME JlJ.23 Tot41 31.322 To1 Uwtstricie4J n& R¢strirtcd funds Depmii irt¢r¢# 736 736 322 P• 17
MONMOUTHSHIRE COUPITY CITIZENS ADVICE BUREAU LTD NOTES TO THE FINANCIAL STATEMENTS- FOR THE YEAR ENDED 31 MARCH 2023 Ir4COME FROM CHARITABU ACTIVITIFS 31.323 Jl.3.22 Aetsv Ch4rii•ble •thvi¢i ch11bIt a¢liwii Room hi Oih¢r m¢on 7.000 7(M) 87 87 CHARITABLE ACTtVlTIES COSTS 31.J.23 Tot fimds 31.3.22 Tal Unrestricied RtStsi¢itd Charitsblt •¢tiiti Ihreci ¢osu Support costs (Jce b¢low) 47.903 171.721 219.624 58 8$? 133 431 164387 122497 230 578 353 076 282 612 Mw8cmenViupwt Btsff Gownince J4,316 840 29,940 578 642S6 35.049 1,418 67778 82410 IJJ 452 11# Swwin cos¢s sh41 Overtld ¢0515. Ib•rrd OD th¢ buil of full tt.mt NET INCOMUEXPENDITURE) 31.323 31.3.22 lThdeptndenl ¢xAminer's f¢¢ 0rE[in1 lea¥ cost5 840 P•8e 18
MOWOUTHSHIRE COUNTY CITIUNS ADVICE BUREAU LTD OTL8 10 THE nNANCIAL STATEMENTS- ¢•Rtl•aed FOR THE YEAR ENDED JI MARCH 2013 TRUEEs. REMUNERATION AND BENEFITS Tbtte Tnt¢es' reaknwratiots or other btll¢fits for the year ejthd 31 March 202J nor for ibe ¢thdeil 31 March 2022. 7rwteei' eipeo Thue er¢ no ¢rwMeea' ¢xper4¢1 pMd foi ih¢ er#kd J l Mafdb 202J Thoi ts ihe ye4r 31 MwGb 2022. STAFF cosrs 31.3.23 31.J22 W4es and ul•ries Soci•l itturity ¢oits P¢nsiryL 216,970 16.116 180.5)7 8.792 236741 191491 Th¢ ownberofemployeu kng the ye•r wis 16 (202113) The •vewe Awnber of full equivalrnl pid emplo>tt9, AMtyd by fimdi0 wu." 31.3.23 31.3.22 Chief Officer Advice ind infomal?on Krvi¢u Aémin and $4¥ Ng ¢rylo>¢ r¢¢¢i%*d nlorn ofmwe than £60.IKX). The chBTty ¢onsideT its key mMw¥nent pErnnl ty ¢ompn$e lh¢ Mwsie¥ tbe Chief Ewutiv¢. T¢tsl ¢n¥)lumew of ih¢ key m•MFmthi wer¢ £1 1.677 (2022 É11.24J). The cblnry eTLrols $ff in i defined Peo0 %hem¢ adrniw$i#¢d by The People'8 P¢ts5i< u4d¢r •uM).errolmenl rt8ulaiioN The Pensi cou ¢h818e for the ye4r iepregea <ontri1M.0S pay4blc by the £lwity to th¢ fvnd and amounr fo £3,654 (2022. £2,192). Page 19
MONMOUTHSHIRE COUNTY CITIZINS ADVICE BUREAU LTD P40TES TO THE Flf4ANCIAL STATEMENTS- ¢o•thhud FOR THE YEAR ENDEDJI MARCH 202J COMPARATIVE5 FOR THE STATEMENT OF FIYANCIAL AcfiviTIES Unrt5trictd Rc5tri¢kd funds INCO.ItE Af4D Ef4DOWMEf4TS FROM Iknwion$ nd ley¢i 127.996 168352 296.248 ChrltAble ierfvlll Chanthb]e *¢iivilie$ 7.7 7,700 InlMt inctym J22 322 Trfil 136018 168 EXPF.NDITURE ON Cknithle ¥¢ivitie• 111477 171 135 NET INCOMUEXPENDITiJRE) Tr#nsfen brfw•en fuds 24.yl IJ0911 12.81J) 130911 21.6$8 N•1 m•v•meo¢ in f¥ndi 1106.370 128,028 21.658 RECONCILIATION OF FUNDS T(4•1 brouglH fofw&Td 260.707 (128.028> 132.679 TOTAL FUNDS CARRIED FORWARD 154337 1543J7 TAP4GIBLE FIXED ASSETS c•trf tquipmen¢ COST At l April 2022 31 Mwrh 202) DEPRECIATIO Ai l Apnl 2022 31 2023 NET BOOK VALUE Ai JI M•rth 2023 At 31 Mar¢h 2022 P•ge 20 ntinued_
Mof4MOUTHSHIRE COIJNTY crriuNS ADVACE BURF.AU LTD NOTE5 TO THE FIWANCIAL STAT£MLfvI8 FOR THE YEAR EiYDED 31 MARCH 2923 DEBTORS: AMOUPn FALLIY4G DUE WITHIN of4E VEAR 31.3.23 3l.31Z Othtt delkn 14.708 12. CREDITORS: Amouirffs FALLANG DUE WITHIN ONE YEAR 313.23 31.3.22 ial i¢¢unly a4d oth¢r ia (Xh¢r ¢g¢dirors Cn1& 4.611 3.(M)O 9.444 3.763 7.845 in¢om¢ 47.055 313.23 31.3.22 At l Apnl Amount5 rele•Jed w inwrne Amounts d¢feTh¢d in th¢ y¢ar 10.rxx) (10.¢XKb) Al JI Maf¢h LEA$INC AGREEMENTS Mjmmum leu¢ payTrKniJ und¢T l¢ws fAII due as folbows.. 313,23 313_22 Wrth on¢ 10.453 10,817 2J.628 P4e21 ¢Mtinued.,.
MONMOUTHSIURE COUNTY CITIZENS ADVICE BUREAU LTD NOTES TO THE FINANCIAL STATEMEKfS- FOR THE YEAR ENDED 31 MARCH ZOZJ MOVEfvleWT IN FUNDS Net Tnnsf¢TS berwet Ai 31.3.23 At 1.4.22 ID CwJg U4reslrktqd Genernl fw 154J37 11268 (1,741) 163.864 R•¥tri(t CuDd• HMPT Single Advic Fnd Wm¢r ¢)¢b$bIre FIM Claim WIrI You Mcp)ndvan<¢ Enugy Monmouthshire C0un¢il c of Livin 1.774 12.301 1,729 4.754 12.943) 3.353 (1,774) 2.JOI (1,729) 4.754 2.943 5,35J 13 TOTAL FUP4DS 154 337 187471 Na mobtWAt in fiuth, ifft¢ltsdtd the above as follows.. Incomin8 Re4ourt¢8 Mo%Mient ¢xpend¢d irt funds Vore#rktsd iuods GencT&l 133.766 (122,498) 11.268 Resirkled HMPT SinKle AdvK¢ Fund WKmer mottmouthskn.re FIM Cl•im Wh's Yourt MoonthD¢¢ Eocigy Monmou¢h5hir¢ CouD¢y Couwil Co¥ of Livin8 io.oth) 70.939 13.405 38.rJ)o 72.(KKI 31.fJX (8.226) 173.240) 111,676) 131.246) (74.943) (26.24 .774 {2.3011 .729 4.754 {2.94J) 3.353 230 578 21 TOTAL FUNDS 380210 Pw22 QDntinw&..
MONMOlHSH1RE COUNfY CITIZENS ADVICE BiIREAU LTD NOTES TO THE FINANCIAL STATEMENTS. e•Atlaued FOR THE YEAR ENDED 31 MARCH 2023 MOVEMEKf IN FUNDS- c•AparVe1 for movem¢ l• lumds N£t Trn5fr At 31.3.22 in fundg fvnds Uwestrkied Genenl fw 260,707 24,541 1130.911) 154J37 Resfrl¢t¢d HMPT S¢n81¢ Advi¢¢ Fund WBrnhcr Monmouth5hirr FIM Claim Whar$ Yows Bttt¢r Advic¢ Betw Liv¢5 Bdier Advice Beryer Health 1383) {5,036) (fi08) (5751 993 5.611 (842) 447 44,791 56,863 {44.791 156,S6.J) 128028 130911 TOTAL FLNDS 132679 154J37 Comwativt net rTh)v¢ment iti incluthd irt the thtsvt tt ths follows.. Incombni fC50ur¢e5 expcnded . in funds U•mIrlrf f¥•d• CrtKr•l fuThJ 136,018 {111.47n 24.541 R¢•lrkt¢d fmn HMPT Sin8lr Adyiry Fw 29.557 78.119 12.135 19,941 (30.16$) (78,6941 (12.5461 (20.78JI 1608) 575) FIM Cl•irn WI, Youry 1842) 171 133 TOTAL FUNDS 31M Pi8¢ 23
MOYMOUTHSHIRE COUNTY CITIU.NS ADVICE BUREAU LTD NOTES TO TILE FINANCIAL STATEMENfs- ¢•04d FOR THE YEAR ENDED JI MARCH 2•23 14, MOVEME1 IP4 FUNDS- ¢o•tiiwd A 12 mowts¥ Dd pnor >Yar 12 mortths pjhots IS ai follows", Trau5frTS bEtwttD 0m¢1 Al 31.3.23 All.4,21 Utsrestrl¢¢ed G¢neTal fiu 260.707 JS.809 1132.652) 163.864 Rt5trltitd HMPT Single Ad¥e Fund Warnr MotttDouthgbire Fl.M Clmffl Wh•fs Yours BctteT Advice Bcttcr Lives Iknw Advi¢¢ 8eNer He•lth m4M[ 1385) (5.036) 1.166 {2.876) l.J18 3.912 13 J90) (781) 7.912 842 3.390 44.791 56.863 2V.953 4.754 144.791) 156.863) (20953) Enr MMm¢)uthshirt COwY C¢urfil Coy of Vin8 5.353 5.553 128.028 132 652 TOTAL FUNDS 132 679 187471 A 12 aw)nihs and prior >*¥ 12 eothbintd rtet iti IDchMkd ID the •bove follows.. ITKofflin8 resourtts ¢xp¢nd¢d Mo¥¢menl In fuod5 V•MtrItt f¥4th GThKral furNI 269,784 (23J,975) 35.109 Reitrkted HMPT Sin8lE Advirr Fund Warmtt Monrhxwthshi¢¢ FLM .Clarrn wh,$ Youn Mi)Dtydance Ener8y MoDthuthskn CouDty Council Cost of Living 39.5$7 I49,OS8 25. 57.941 100,500 31,6) (38,391) (151.934) (24.221) {54.029) {103.890) 126.247) 12,876) 3,912 (3,3W) 5,353 13 TOTAL FUNDS p24 COed...
MOYMOUTHSHIRE COUNTY cinzENS ADVICE BURKAV I.TD NOTES TO THE FINANCIAL STATEMENTS. •1•¢4 FOR THE YEAR ENDED 31 MARCH 1123 MOVFJIENT IN FUNDS. The PUry for wbich th rutiicied funds u¢ IKJd 4r¢ 45 follo.. HMPT- Ihs offered g¢oer•l •th'¢e foi a ihofi ofiime. S¢n8le Advice Fund- provides geThcr•l advice to p¢opl¢ within their own conu71S. Warmer Mownouih5hLr¢- pTovidv5 en¢rgy advi¢¢ to pwlr in Monmouihshire. Fim . provi&s 8etteTiI adwic¢ to people in Monmouihsbire. This pfojecr is funded CILm Whar's -providu advice in eknimthg Lynefits for peopk In WJl¢5. Bertet Advice Beller Li%Ys - proded g¢ner•l lo prfpl¢ in 141ih seniftp. B¢rt¢T Alfvitt B¢rt¢f Healih . prvyided 8trtr•l ¥1¢¢ w people ID ¢arè itttiny. monm1h- histonc fvnds transfer follollg mey. Moondance Energy. prowdes ¢TrgY •dw¢e lo people m Wales. MonmtyJihshiTe C•uniy COU11 C4W of Livifii- wovknJ¢s fvel vouche for p¢opl¢ in MonThxdtshire. TTrnsf•n Any rurrictrd fuwjs th•t oveThpmt arr in defKrt aff by etye lkndift$ by meani of * tr brt4¥#n fvnds, Is. RELATED PARTY DISCLOSURLS Th¢r¢ we¥e rtlmtd PA¢ Cilmty CihzeN Ath'¢e Bur¢w Ltd attd Citsteoi Advi¢e (N•Mn•l A8wxtton of Ciliz¢us AJ¥Ke Burewx) thiiftK the ye4r. Tht charity paid £5.688 to CItlZ<115 Advice m nmbuship •Dd io cover lh¢ ¢1 of lMSUft. financial $upix and infomi•¢NJn sern¢¢s. No ouistsnthn8 it th¢ ¢nd. P*4t 25