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2025-03-31-accounts

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU FINANCIAL STATEMENTS For the Year ended 31 March 2025 Charity Number 1128413 Company Number 06816043

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU t¥adln8 as CITIZENS ADVICE SOUTH EAST STAFFORDSHIRE I'CASES'I IA Charitable Company Ilmited by guarathteel Flnanclal Statements Forthe year ended 31" March 2025 PaBe Public Benefit statement Report of the Trustees 3-11 Legal and Admin15tratlve Information 12 Statement of Trustees, Responsibiliti 13 Report of the Independent Examlner Statement of FinanciBI Actlvltles 15 Balance Sheet 16 Notes forming part of the financial ststements 17-23

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE 8UREAU tradlnE as CITIZENS ADVICE SOUTH EAST STAFFORDSHIRE I'CASES'I HOW CITIZENS ADVICE SOUTH EAST STAFFORDSHIRE DELWER5 PUBLIC BENEFIT Durlng the year Citizens Advice South East 5tallordshlre I'the charlty") provided advlce to benef4t the resldents Df Lichffeld Distrlct. CASES has maintained Its commitment to prioritising dl8lt81 eomrnunicatlon channelsi parllcularly telePh￿ie and email, as these melhods have proved highly effective and popular with cllents. Thanks to funding from the Trus5ell Trus( we were able to reintroduce a face-to-face 5ervlce for Init131 enqulrles at all Lichfield Foodbank sessions. In additlon, face-to-face appoilltment5 rpmaln avatlable at c￿r offtces and outreach venues when appropriate, ensurlng flexibility in how clients engage with us. We're also pleased to confirm that our telephone number continues to be a Freephone servicej provided by Citlzèns Advice- rernoving barriers to access forth05e whD need us most. Telephone appointmer4t5 remaln a preferred optlon for many dlents, offerlng convenlence and support tailored to their needs. The advice provided is free of char£e to cllent5 but there Is a cost to the chariiv Irrespective ol where It Is delivered. including,. Training and supportto wolunteers Volunleers, expenses Insurance IT & TelephonÈs Admlnlstratlon costs Salafles of Speclallst QsÈworkers. Admlnistrators and Management. We also assisted people through ihe followlng projects. Evolutlon- Funded by LDC, helplng unemployed people to become closer to the lob market & into work or traininE. Thi5 proleci ended In March 25. EnèrgyAdvke- assisting people to find the best energy deal and to access inltiatlves such 35 Warm Home D15COUNt5 and Prlority SeNices Reglster. We have numertsus energy projects going on.. Energy Redress, Cadent, atlzens Advice EAP and EOP. MoneyAthilte & Penslon5 SÈr¥lce- glvlng detalled advlce & supportlo people In debt Llchllekl Foodbank- advlce glven includes L)ebt and Welfare Benents Mvltlply- promotes financial liter3ty by enabling people to budget well Th15 ended in March 2025 having beEn funded by Staflordshire County Councll from the UK Shared Prosperlty pot. Yrussel Organ15ei ProEramme lookin8 to building power in communltles so they are better able to addres5 local Issues that are driving povertv MPFf- workin8 Wlth local cliniclans delivering financial wellbeing support that15 personalised to the Indlviduals referred. Tamworth, Eaststaffordshlre and Lichfleld Advlce servlce ITEL advlcel - Provlding Instant accesslble advice to cllents referred from CASE5 partners, small charitlE5 and local groups. Our Iree, conlklentlal, Impartial advlce and Informatlo Supported 5,056 people (including household members and chSldrenl £230,347 Debt re-scheduled. Other financial galns ol £211,335 achieved through helplng clSents with switchlnB energy supplier, refunds and cancellation rights and unfalr practlce remedy.

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE 8UREAU FOR THE YEAR ENDED 31ST MARCH 2025 DIRECTORS, REPORT The dSrectors present their report to the member5, together wlth the accounts for the year ended 31, March 2025. Oblectl¥es and acifvltles The charIt￿$ purpose Is to promote any Ehèrltable attlvlty that serves the public beneflt, wlth a focu5 on.. Relieving poverty, slckness and distrèss Protectlng and preserying health Advanclng edu¢atlon These alms are pursued particularly, but nDt exclusively, lor the benefi't of ￿nd[V$dU84S and communSties In South £asl Staflordshire and surrounding areas, as well as those who contact the charity vla telephone or electronic means. The strategles employed to asslst the Charlty to meet its objectives intlude.. Providing a comprehensive servlce ol information, advice, and assistance to dlents on a wide range of issues, Includln8 welfare benefits. debt and money managemont, employment, housin& consumer ri8hts, family matt?rs, personal issues. 3nd many other areas of concern. Commltting to worklng within local and re8lonal strate8ic partnenhlps. ihcludlng steerlng groups and sub- commlttees, w ensure that the experiences of our dlents and advlsor5 actively Shape the planning of servl¢es and the development of strategy across South East staffordshl¥e. Focuslng on developlng and strengthenlng the charlty so that we can respond effectlvely to the changlng needs of Dur cllents and selze new opportunlties to further our oblectSves. Wo¥kin8 cts112boratively with othei Cltizens Advice offi¢e5 nationwlde to share knowledge, coordlnate efforts, and strengthen'the Cltlzens Advice network as a whole. The company is preduded by its Memorandum of A5SOCiat40n from maklng dlstrlbutlons by way of dividend. Achlevements Perfomiance The charity's advice services have been provlded in a number of way5, includln6- telephone ca115 throt¢gh our own dedicated telephone number On Citiiens Advlce Advlcellne IFreephonel ema51 advlce through our webslte webchat through national web51te facè to face appointment5 when rèqulred During the year under review. the charlt7ls advSce seThlces benefited 5,056 people Ilncluding children and other adult member5 ofthe household affected). These people were helped wlth 12.009 Issues. The value of welfare beneffts advlce to our ¢llents15 estlmated ès £2,720,662.

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU FOR THE YEAR ENDED 31ST MARCH 2025 DIRECTORS. REPORT Icontimiedl Achlèvements and Perlormaftte Icontlnuedl Servlces were tarEeted in the areas where there is most need. In the year urtder revlew, the top 5 such w3rds provldlng dients in Lichfleld Dlstrfct were Chadsmead, Curborough, 5ummerfièld & All Saints, Chasetown and Stowe sèwork Throughout the year, the charity delivered c3sework support in debt and related areas through our dedlcated Ca5eworker5. funded by the Money and PensSons Servlce via Citizells Advice. In addStion, casework in Welfare Benellts and Energy formed an Inte8rèl part of the service we provide. Our commltted team ol volunteets also played a vltal role, supportSng cllenls with Completlng welfare benefit forms and a5$1Stin£ with ￿qUestS for reconssderatlolls and appeals when inltlal appllcations wÈre unsuccessful. Together, our 5t311 and volunteers contlnue to ettsure that people receive the gu1dance and advocacy thev need during challenging times. Trainin Tralning w3s provlded lor advlsers, caseworkers. and other staff In various subloct areas and a150 in the use of various IT progratnme5, GDPR, etc. Tiainlng sessions. courses and meetings were held onltne using Zoom and Google Meet. lunteers At CASES, we value the time glven to us by o(trvolunteers. In addltlon to the titne Eener0￿S1Y 85ven by our Trustees, CASES wa5 9UPPOrted by over 20 volunteers, whlch In finandal terms, amounts to 3 5avlng of over E93,600. Feedback fjrom our wolunteers said that they had a real sense of purpose and lullilment, Improved mental health, Increased conlldence and self-esteem and all sald that they had leamt new skllls. We are especlally proud ol our young volunteers, many of whom jolned us to gain experience, build nfidence, and explore luturÈ career paths. Their ene.rgy, ideas, and willingness to learn brought fresh perspectives to our work. and thelr contribution has been truly *nvaluable.

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU FOR THE YÉAR ENDED 31ST MARCH 2025 DIftECTOR5' REPORT Icontlnuedl We hold regular online volunteer meeting5 to support OLEr amazing team and make surÈ any Concerns are resolved quickly. During the year we 88Sned fundlng from a number of sources to enable us to help people to get value for money on their energy tosts and ensure they are signed up lor schémes such as Wafm home Dlscount and Prlority Services Register. Mar Slater Chari We are pleased to be in the reTrlpt of fundlng from this local th3rity from April 2024. This enables us to give Llchlield City residents excellent support and advlce In the area ol welfare benefits. As well as employing an experlenced caseworker we are able to train and support volunteers to glve help and advice in such areas as completlng Personal Independence Payment and Attendance Allowance claSms and can help with reviews and appeals as nècessaiy. Llchfield Foodbank LSchfleld Foodbank obtalned fundlng from the Trussell Trust to enable ug to have a caseworker available at each se5si0n ol Llchfleld Foodbank. The proportion Df people helped who have disabilitles or a chronlc health Issue Is much higher than 3monBSt our clients as a whole. fteld Di t ict Coundl Funding from Lichfield 01strlct Councll contributed to recruitment, trainlng and support of volunteers and enabled u5 to get out to meet Llchfleld District residents. Thls funding finlshed In March 2024. Premises We offer an appointment-baséd 5ervites at both our Burntwood and Lichfleld offices. Flnanclal Revlew The Charlty a8aln benefitted from Increased fundlng from restricted funding provlders. The overall surplus 01 £27,423 compares wlth a deflcit of £4,424 In the last Ilnancial yÈar. Duri¥*g the year, income from re5tr1cted fundlnB provlders IE419,84315howed a slgnlll¢ant increase on prlor year ol £76,094. The most significant Increases related to the Trussel Trust Organlser l+£50,9911, EAPR 1+£16,2751, CANW Energy l+£11,2501, Multlply I+E 10,5011 and CAM Energy1+£9,5001 olfsÈi by Cost of Llvlng- Avlva1-£20,7501 which terminated during the year. Income from unrestricted funding de£reHsod margin3lly frorn £36,961 to £35,350 la decrease of £1,611. This was accountecl for primarily by a Brant from Dave Roberston MP1+£12,2501, increased fundln8 from Mary Slatei1+£7,8501 offset by the end of funding from Uchlleld Dlstrict Council1-£23,9501. The impa¢t ol gains 3t7d losses in projects has resulted in an Increase of £46.118 In Salary and Offlce costs, elsewhere costs In Premises, Governance and Other were in line wlth prevlous year. As mentloned in past years, the charity's accotsnts represent a snapshot at a moment in time. At last year end, the balance on restrlcted fvsnds lotalled £7.757. Thls year end, the balance has Increased to £43,508 - an

Increase of £35.751. Th15 balance represents a surplus of income over expendlture and, as such, is carrled forward to be utI115ed In future yearlsl. Thls15 the most signiflcant f8Ctor in explalnlng the surplu5 of £27,423. In summary, the charlty's results Were Income Expenditure Ovetsll surplus £ 463,306 £ 435,883 E 27,423 The Statement of Financlal Actlvity is set out on page 15 01 the Accounts, Whilst the tharlty has achleved an overall surplus of £27,423, this has been achieved malnly from the intrease in restricted fund5 C3rrled forward as explèlned in the prévious paragraph. The Revaluatlon Reserve remalns unchanged at £150,449. It should be noted the Unrestricted Funds (see Note 11.31 have fallen fTom £264,678. at 31° March 2024 to £256,350 at 31" March 2025 equating to a reductlon of £8.328. Reserves P Total Reserves les5'. RestrScted Funds Tangible Fixed Assets £450,308 IE 43,5081 1£245.0001 Unre5trlcted Funds avallable Ifree rese¥vesl E 161,800 The Unrestricted funds 3vailable amount to approxlmately 4.5 months, running costs (excluding depreclatlonl based on current actlvity levels (prior year 5.1. In the Trustees, vlew, the reserves should PTowde the charity Wlth adequate flnanclal stability and the means lor it tD meet Its ch8rltable objectives for the foreseeable future. The Trustees propose tD mdllltain the charity's reserves èt a level whlch Is at least eqtslvalent to three months operational expenditure and have done so having regard5 to It% manner ol operatlon of likely lundln8 streams. The Trustees revlew the amount of reserves that are required to ensure that they are adequate to fulfll the charity's contlnulng obllgations on a quarterly basis at thelr finance meetlng. Plans for future perlod5 The charlty continues to seek ways In whlch it can carry its work fDrward 2nd reach those In need. The charlty operates under a three-year Buslness Plan designed to meet current needs whlle preparing for future challenges. Oyr strateglc alm remaln5 clÈÈr'. to dellver a high-quallty 5ervlce to dients whlle continualSy Improvlng accessibllitv. We are committed to ampllfying the vol￿$ of those we support by presenting clients, experlences and concerns to loc31 and n3tional government, as well as other relevant bodies. This advocacy helps Ir*lorm improvements in 5ervlces and legislatlon. The charity also plays an active role In shaping strategy withln Llchlield Dlstrlct and across stsfford5hlre County. Our membershlp in the Citliens Advlce Rural 15sue5 Group provldes valuable inslght and support, helplng us better Understand and respond to the unlque challenges faced by resldents in rural communlties.

SOUTH EAST STAFFORDSHIRE CITIZENSADVICE BUREAU FOR THE YEAR ENDED 31ST MARCH 2025 OIRECTORS. REPORT Icontlnuedl Fadngthe Future The long-term sustalnablllty of our organlsatlon and seFvlces remains under pressure. We continue to explore It)novative ways of worklm6 and seek collaboratlve opportunitie5 ￿ maxlmlse limited resources, ensuring we can maintain our vltal support for residents of Llchfleld Dlstrlct. We have Incorporated recent leaming and expertence into our Buslne55 Plan, Includlng expandlng a￿5$ through telephone and emall, and identlfylng sultable venues for In-person 5UPPart to ensure we remaln vlsible and accessible wlthin the community. Members of the Tr Btsard Members ol the Twstee Board, who are dSrectors fgrthe purposes of company law and Trustees for the purpLise of Charlty Law. who seNed during the perlod and up to the date of thls report are set out on page 12. Independent examlnatlon of the accounts Company law does not requlre the aeeounts to be audited, but, If not audited, Charity Law requlres that an Independent Examiner's Report be provided by a qualified accountant. The Trustee5 have appointed Messrs David Evans & Co to undertake Ihls work. This report ha5 been prepared in accordance with the Statement of Recommended Practlce-Accounlln8 and reportlng by Charities 2018 and advantage has been taken of the exÈmptlon available to small entities. edbyth board of dlrectors on 20th A¢Jgust 2025 and slgned on thelr behalf by John Grifflths Dlrector 20, August 2025

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE HUREAU FOR THE YEAR END£0 31ST MARCH 2025 DIRECTORS. REPORT Icontlnuedl Structure, Governance and Mènagement The company began operètln8 as an advlce bureau on I" Aprll 2009, as a result of thÈ merger of the Burntwood and Distrfct atlzen5 Advice Bureau (opened In 19831 and the Lichfield and District Citizen5 Ailvlce Bureau lopene£l In 19691. GoveFnin dot m@n1 South East Stafford5hlre CftSzens Advice 8ureau Is a charitable company limFted byguarantee incorporated on Iith February 2009, and registered 35 a charlty Dn 5 March 2009. The company was estsbllshed under a Memorandurn of A5soclation, which eslablSshed the powers of the char*table company and Is governed under Its Artlcles of Associatlon. Membershlp of the company Is avallable to.. IndlvSduals over the age of 18, who are Énterested In fvrtherln8 the WOTk of the charlty and who are not pald or volunteer workers of the charity organlsatlons interested in furtherlng the work of the charlty. In the event of the cornpany being wound up, members are required to contrlbute an amount not exceedlng £1. sin￿ I" Aprll 2016 the Charlty has been tradlng as'citizens Advice South East staffordshlre, ICASESI, in accordance with Utliens Advice national brandlng guldance. anlsatlonal struc re Under the temis of the Artlcles of Association the Trustee Board shall comprise a mlnlmum 013 and maximum of 15 members, and the first trustees were the subscrlbers to the Memorandum. Trustees are either.. elected at the annual general meetlng la maximum of 101, who shall hold offite from the concluslon ot that meetln8 co-opted by the Trustee Board (provided that at no tlme shall the number exceed 71 other than at the first three annual general meetlngs followlng Incorporatlon, all elected Trustees shall retirÈ at the third anY)ual genera1 meeting following the annual general meeting at which they were elerted, bLEt thev may be re-elected. In addition, the Trustee Board may utilise It5 power5 under the terms of the Artlcles of Association to delegate the day to day wnning of the charity to a Management Cotnmlttee, whose members wlll serve for and under slmllar term5 to the TrusteÈ Board. Recruitment and a Intment of Tru5tEes 3nd the M8na ement Co ittee The d1￿ctorS of the charltable cornpany are It5 trustees for th& purpose of charlty law, and under the company's Artlcles are known as the Trustee Board. They are recruited followlng open advertiSiT48 and appointed followlng a formal selectlc4) process.

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU FOR THE YEAR ENDED 31ST MARCH 2025 DIRECTORS. REPORT Icontlnuedl Stiucture. Governance and Management Icontlnuedl Trus ee Inductlon and tralnln The charity aims to recrult trustees with a range of skllls and knowledge In the areas Df work carrled out by the or£8nlsation and expeTlen¢e of charltylbusiness management. They currently include people with experlence of local 8ovemment. buslness, NHS and the third sector. New trustees afe Invlted to the charity to learn about the work undertaken. the way the charity operate5 and to meet staff and volunteers. They recelve an inductioii pack that include5 trustees, role5 and responslbillties, informatlon al)out the ch8rity, and Citizens Advlce (the National A5SOtlation of Cltizens Advice Bureaux) pollcSes and procedure5. Tralning forTrustees Is avallable. through the charity and Citizens Advice. As requlred, Trustees are members of the following sub-commlttees- Finante & Strategy and Human Resource5 & Pollcles. Related arties The charlty Is a member of Cltlzen5 Advice, the Natlonal Associatton of Citizens Advlte Bureaux throughout the United Kingdom. Membership ol the n3tional 8gsoclatlon Is conditional upon a Citizens AdvlcÈ Bureau adherlng to rigorous standard5 re5pe¢t of Its governance. personnel practice5, and thE quality of Its advlce Services. Slnce I. April 2017, Citizen5 Advlte Membeishlp Scheme requlres sell-assessment, augmented by a 3 veaFly audlt. Rlsk Mana ement General InlormatFon and sUPPDrt that 35S15ts the charlty in risk Ilmltatlon, 15 avaliable through Citlzen5 Advice, IncludSng servlce 5pecilications and professional indemnlty, policles and procedures, employment leglslatlon. DBS records, staff training and monltorlng of quallty assurance. The ¢harlty maintalns a Rlsk Reglster which Is regularly reviewed. Adequate core fundlng provlsion continues to be ? serltsus risk. Much funding is short term15 month5 to 2 vearsl and is Insecure and restrlcted In its Use. The charity contlnually seeks new sources of funding and support. It Is nece55ary for the charlty to be available to cllents as often as posslble and in as many way5 as posslble; however, this has to be balanced with the risk of attempting too much resultlng in quality becoming unaceeptably Sow. There are a number of roles at the charity whlch are undertaken byvolunteers, includlng Generallst Advisers. Receptionists attd Admlnistrators. It takes a minlmum of six month5 to cornplete the initial trainlng to become Generallst Adv5ser and a further 9 months to Co￿S017d8te and complete training. Casework require5 an experienced adviser who Is prepared to work at leest 12 hours a week and Is therefore usually a pald employee. It Is therefore necessary to plan ahead and continually monitor the number and level of advisers needed. Piocedure5 are In place to ensure compliance wlth health and safety obligations for pald employees, volunteer5, tllents and wi5itor5 to the charity.

SOUTH EASTSTAFFORDSHIRE CITIZENS ADVICE BUREAU FOR THE YEAR ENDED 31ST MARCH 2025 DIRECTORS, REPORT Icontlmiedl Structure. Governancè and Management Itontlnuedl TheTrustèÉS are satisfied that there are systems in place to identify and manage exposure to major rlsks. Statement of Intemal Control co eofRes ns ThE Chief Executlve and the Trustee Board have jolnt respon5ibillty for malntainlnB a sound system of Internal control that supports thè achlevement of the chariws pollcie5, alms and objertives, while Safeg￿8rdIng funds and as5et5. The Chlel Executive15 accountable to the Twstee Board for managing the r15k of the charity. ur ose of the s em of Ir¥ter The 5YStem ol internal control is deslgned to manage rlsk to a reasonable level rather than to elimlnate the rfsk ol lallure to achieve polliies, atms and oblectivcs,. it can therefore only provide reasonablÈ and not absolute assurance of effectIV￿esS. The svstem of internal control in place withSn the charity 15 based on an on8olh8 process deslgned to Identlfy and prioiitSse the risks to the a¢hiÈvement of the charity's pollcie5, aims and objectives, to eval¢Jaie the likelihood and Impact of those risks being realised, and to take appropriate 3clion to manage thÈm elllciently, effectivelyi and Ètonomically. The system of internal control has been In place in the charlty for the year ended 31 March 2023 and up to the date of approwal of the annual report. toh isk The charity has a structured risk management process and responsibillty lies with the Senior ManaBement Team for the identlfication, asslgnment and management of the risk. The risk and control fiamework The Trustee BoBrd has approved and regul3Ay revlews the risk reg4Ster. The charity has identified high level and operational level rlsk5. Ri5k5 are Identifled and evaluat lollowln Regular review by the Trustee Board and the Senior ManagementTeam Periodlc revlews are perfofmed In order to assess the Ilkelihood and Impact, relevance of rlsks, current strategies applled and thE strength of the strategies. The residual rlsk is Identified, and artion plans are created to further mitigate risk. The Chief Executive is responsible for monltorlng extern31 developments that may Impact on the organisation. The charlty has a balanted approach to'risk taklng, and adopts an active approath to the mitlgation of rlsk. The rnost 5ignllicant risks faced by the charlty have been Identifled by the Trustee Board and workwas undertaken durlng the year to address and mitlgate these risks. io

SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU FOR THE YEAR ENDED 31ST MARCH 2025 DIRECTORS. REPORT Icontlnuedl Structure, Go¥ernan¢e and Manaeement Icontlnuedl Infor tlon assurance The Senior ManagementTeam ensures the confldentiality, integrSty and availablllty of 311 sensltlve datè assets Is malntalned to a level which 15 conslstent with the requiremellts of clients and fundlng Isirateglc partners. A programme of work to achleve an approprlate level of compliance to the Cabinet Office's Securlty Pollcy Framework and to IndL¢Stry best practrce, 35 deflned by the ISO 2701XJ 5erles of Standards Is In place. Revi wofeffe The Chlef Executive has responsiblllty lor revlewln8 the effectiveness of the system of internal control. The iew of the effe¢tlvene5s of the system is Informed by comments made by the extemal Examiners in their management letter and other report5. li

SOUTH EAST STAFFORD5HIRE CITIZENSADVICE BUREAU legal and Admlnlstratlve Informallon Charlty Name: Operatlng Name: SOUTH EAST 5TAFFORDSHIRE CITIZENS ADVICE 8UREAU CStizens Advl¢e South East staffordshire I'CASES'I Charity ReBlstratlon number: Company Reglstratlon numbèr: Reglstered Office: Operatlonal addresses., 1128413 06816043 Wade Housè, 7 Cannock Road, Burntwood, Staffs WS7 IJS Wade House. 7 Cannock Road. Burntwood, Sta115 WS7 115 District Councll House. Frog Lane, ￿ChIle&d Staffs WS13 6HS Trusteès l H Griffiths J Fox. I P McGlade' I TThompson C D Evans Cysewski Iretired 29 Oct 241 C Evan5 J Schwar2enbach Ico-opted Feb 241 S Norman Ic(H)pted May 241 Professor K M Morris lappointed 19 Feb 20251 Chair Vlce-chair Treasurer * Term ol office ends AGM 2025 Secretary S Cooper Senlor Management Team S Cooper l Greenwood Chief Executive Deputy Chief Executive Bankers The Cooperative Bank plc PO Box 101, l Balloon Street, Manchester, MGO 4EP CCL4 Investment Mana8ers Ltd COIF Charity Funds 80 Cheapside, London, EC2V 6DZ Aeportlng Attountant David Evans FCA of Dawid Evans & Co stoweeate House, Lombard Street, Llchfleld, stafts WS13 6DP 12

SOUTH EASTSTAFFORDSHIRE CITIZENS ADVICE BLIREAU FOR YHE YEAR ENDED 315T MARCH 2015 Statement of Trustees, re5ponslbllltles In respect of the Trnstèes, Annual Rep￿1 and the Flhanclal Statements Under Charlty Law, the Trusteès are responsible for preparing the Trustees, Report and Ilnancial statements for each finaY>cial year whl¢h show a true and falr view ol th@ state of affalrs of the charlty and of the charlty's rinanclal posltion for the perlod. In preparing these flnancial statements, 8enerally accepted accounting practice entalls that the Trustees.. • select sultable accounting polldes and then apply them consistentEy; make judEements and estimates that are reasonable and prudent; state whether the financial statements comply with applicable accounting standards and statements of recomrnellded practlce. subject to any material departure5 dlsclosed and eMplalnÈd in the flnancial statements.. prepare the flnanclal statements on the golng concern basis unless It Is inappropriate to presume that the cha￿ty will continue Its activities. The Trustees are required to acl in accordance with the trust deed of the charfty, ￿thIn the framework ol trust law. They are responsible for keeping proper accounting records, sufficieftt to disclose at any time, wlth rèasonable accuracy, the financlal posltion of the tharlty at that time, and to enable the Trustee5 to ensure that, where any statements of accounts are prepared by them under $132111 of the Charities Act 2011, those Statements of zccotsnts comply wilh the requiretments of the regulatlons under that provi5¢0n. They have general responsibllity lor taklng such steps as are reasonably open to them to safeguard the assets of the charity and to prevent and detect fraud and other irre8ularities. The TNstees are responslble for the maintenance and Integrity of the flnancial and other inlormation Included on the charity'5 website. Legi51atlun in the UKgoverning the preparation and dissemlnation of flnancial Statements may differ from legislation In otherlurlsdlctions, The Trustees confirm that they have met the responsiblllties set out above and complied wlth the requlrements for pr&paring the Trustees, Report and the financial statements. The flnancial statements set out In the attached page5 (pages 14 to 231 have been complled from and are In accordance with the finantSal records malntalned by the Trustees. In so far as ihe Trustees are aware at the time of approving our trustees, annual report and financlal statements theye Is no relevant Information, belng informatlon needed by the Independent Examlner in connectlon with preparing thelr report, of whlch the chailiy Independent Examiner ss unaware. ne John Grlfflths ChaSr Date 20th August 2025 13

SOUTH EAST STAFFORDSHIRE CITIZENS AOVICE BUREAU FOR THE YEAA ENDED 31ST MARCH 2025 report to the chaiity trustee5 on my examinatSDrb ctf the accounts of the Company for the year ended 31sI March 2025. Re onslbllltle5 and ba$ls of re the charity's tru5tee5 01 the Company land also its direcrors IDr the purpose5 of company lawl you are responsible for the preparation ol the a£counts in accordance wlth the requlr@menls of the Companles Act 20061.the 2006 Act'l. or Having satisfied myself that the accounts of the Company a￿ not requlred to be audited under Part 16 of the 2006 Act and are ellgible lo¥ independent exarninatittn, I report in respect ol my examlnatlon of the Trust's accounts carried out nder section 145 of the Ch3ritie5 Act 20111'the 2011 Act'l. In carrying out my examlnation I have followed the Dlrections ESven by the Charity Commisslon under section 14515llbl of the 2011 Act. Inde endeht èxaminer's sta Since the company's gross income exceeded £250,000 the examlner must be a member ol a body listed in section 145 of the 2011 Act. I conflrm that l am qualifled to undertake the assignrneni because l am a member of the Institute of Ch3rtered Accountants in EJ)8land and Wales, which Is one of the listed bodie5, I have completed my exarninatlon. I conlSrm that no material matters have come ¢0 my attention in connection with the examln3tion 8lvin8 me cause to belleve that in any material respect.. accoUn￿n8 records were not kept in respect of the Company as required by 5￿tion 386 of the 20C6 Act,. or the account5 do not atcord with those records,. or the accounts do not comply with the accounting requlrements concernlng ol section 396 of the 21K16 Act other than a¥sy requirement that the accounts gwe a'true and fBlr view whlch is not a matter consldered a5 part of an indepÈndent examinatlon or the accounts have not been prepared in accordance wlth the method5 and prlnciple5 of the Statement of Recornrnendpd Practice for accountlng and reportlng by charities prepgring ihelr accounts Sn accrjrdance wlth the Flnancial Reporting Standard appllcable in the UK and Ireland IFRS 1021. I have no concerns and have come across no other rr3tter5 In connectlon with the ex3rnlnatlon to whlch attention should be drawn In this report in order to enable a proper understandlng ol the account5 to be reached. Signed: JOHN AVID EVANS FCA David Evèns & Co Chartered Accountants siowegate House Lombard Street Lithfield staffordshlre WS136DP 20th August 2025 14

SOUTH EASTSTAFFOROSHIRE CITIZE14S ADVICE BUREAU STAYÉMENT OF FINANCIALAcnviTIES FOR THE YEAR ENDED 31ST MARCH 2025 Income.. Drthations and legacles 574 35350 574 455,193 iio 380.709 419,843 Othertrudlng 4ctivitit5.' TradlnE activities and FuJdrJlsing B4nk Interest 495 7,044 43,463 495 7.044 463,306 364 5,118 386,301 Totol 419,841 Expenthture on.. Rai5ingfund3', Chorltoble uctlvltles.. 48,541 387342 435,883 390,725 Totul 48,541 387,342 435,883 390,725 Netln¢oMe/{expendlture)Aoi the reportthqpulod bÈJore golns ond lotrses on Investm¢mts (S￿78) 32,501 27023 14,4241 Tran51ers between fijnds Loss on sur¥ender of IEasE Net hiovement In l¥nd5 IOT the year 13.2501 3,250 143,4391 147.8631 18,3381 3S.751 27,423 Reconc511atlon of lunds,. Total funds brought forward fotulfvNls cairledforwwd 264,680 256,350 7,7S7 43,509 272,437 I99￿59 32D,3 272,437 The statement ol Ilnanclal actlvlties Includes all gains and losses recognised In the year. All Income and expendlture d￿rIVe from continving actlvitles. 15

SOUTH EASTSTAFFORDSHIRE CITrZEN5 ADVICE BUNEAU Company Number 068160J13 Balance SheBt 4$ at 31 Maith 2025 FINed &*stts: 245,000 245000 250,000 Totolflxed ossets 245,000 245,000 250,000 Currettt assets: Debtors Short Terrn Deposlt Cash at bank and In ha#d 2,786 134,591 37,806 35,653 7.855 38N39 142.447 37,806 60,438 110.402 25.407 lotul trjrrent assets 175.IB3 43,508 218,692 196248 CrÈdltors'. Arnounts falling due wlthln one year io 13,384 13,384 23,364 Net current ossets 161,799 43.50B Z05,308 172,8B4 Totalmet a51ets orNubllftles 406,799 43,508 450JU 422,885 The funds of ihe charlty.. Itevaluation Reserve Restrltted f und5 Unrestrided Funds li li li 150.449 150,449 43,508 256,350 450,308 150,449 7.757 264,678 412085 43,508 256,350 406,799 Totolthurltyfuhé5 43,508 For the lirthnclal yezr In questlon, the company was entitled to eKemptlDn under 5ectlon 477 of the Companles Act 2006 relatln8 to s￿￿11 companles. No members hawe requlred the company to obtaln 8n 4udlt olits accDunts forthe year In questlon in accordance wlth sectlan 476 of the Companles Act 2QQ6, The dlrectors acknowledge thelr respon51blllty for complying with tht requlrements of the Act with respect tD accounting records and forthe preparation of accounts, These accounts have been prepared In accordance with ihe provision5 companles sublpct to th.e small companles. regime. lohn Grlffiths Dlrectof Zolh Au8USt 2025 16

SOUTH EAST5TAFFORDShlRECIIIZENSADVICEBURLAU NOTESTOYHEACCOUIITS FOR ThEYEAR ENDIEO 3ISTMIACH 202S A(COun￿￿1p￿I￿IeS 1.1 Pl￿¥￿1prePara￿ON&￿d￿%e5s￿e￿t01ttsI￿￿£0r￿ffi The fin￿￿1￿1 5talpTrlERts have pfep¥Éd In a￿ord￿￿e vAth 4ÈtttuThtln6 and b¥ thir1￿e5.. SteM¢nt of He￿￿￿EndEd Pracllre appllcabte ttt chartclÈs prep111￿ thdYÈccounts In iciordancÈ wSLh the Flnèncj4 ReptsrtknR Staidird ipplltlÈ In the Uxond RepubllErflrd2ndlFRS 102lbwÉd Sn MÈrth2018-Ith¥lllÈs SORP (FPS 102114DdthEComp3Trle5 Att 2()s. Advints8e hos S&¢ltsn7 tsfSRS102 sn nOtpre￿rl￿ ajtstementof Iow5. th￿1t¥ Meet5 the d￿nItIon of i publk bEheAt enty •& dtflved by FHS 102. fv55et5 ahd Ilèbllltles ale Inltlally rEt4wbcd it trd5totlc c(tst Dr rrusltes consldLY that tlorE are AD maleria UbCErtèknttes ibout tharltY'5 a￿lIty tu tohtknue as Yhere Jre llo mÉrfèl ncefkalntl& affeciin8 th2tulreni yeai'5 ￿ou￿￿. .2 Structure of Fundi Whueiherels a le8 rÈstrlttlDn ￿ the pur￿ to whlck i fund May be put. Ihe Is classlfitd elthef $5 an EndokYEWnt whorÈ thedoThol bas wie551y provldd that ￿￿1¥ the IMtomÉ of the may be applled, of4$ hRÈStrkfeb vdhwe thEdonor ha&provldÈd ltsrthe donatloh t¢ be 5peht lurtWanre 014 spedllEJ (haillaile putptssÈ. &TrdDwmenl FUnd5, whtre the iapltal 12 to genuate In¢omp lor tharltsble puTp¢sw, aresub Inal￿ed betWeeR those Wher￿the fru&tE have tlie dSsiretloN to spÈnd the capitèl. expchdoblt endowmEL tNJse where thE￿ Is no d15cretloTrtocXPEndtht rav51￿.PErtjjtstse￿I 2ndown￿. IhE(hariiyhacnDp￿thAherteno0Wrneht l￿d and Thr>expeTrdlEendDvnntnls. Those funds wmth fieltaer endDwment htsr rn5trkkd In(DmÈ fi￿d5, Ire UntE5titrrtÈd Fuftd5 vthkh ére 5ub.analysed betwen Destycled lèarmuikedjlunds vthciethed0norhasmadèkn0wnth&rn￿-bI￿￿wAShp50rwhÉrÉth￿T￿Sttes. aktheli dlsErÈUon. hiVe<feèied o spec5fiituhd tor8sperlft¢pUrp￿4n￿ whDtyilnrEslrlLlcdFund5 whkh 31È the¥rUstE￿. unlettered discrèlbn. All ￿Ing rewJi¢eS * r￿Ens￿ed In thE 5titewni of ActI￿11￿S wheTr th? chèrllv hAS Qntldement t( the InEoMt. w perftsrmanre cwdltlon5 havebeen Is probknlethaLthèlM(omewlll be fl(4￿￿ andthanloUntc3n bequaTrt¥iedwith rEttstyablta<¢ufaCV. IA Donod6oodsahd5¢￿(@￿-ADl•OtvO￿thtePV$ At CASE5. weVal￿ thotlmeifvehto usbvourvolUnteErs.Inaddltlon fothe tlme6EnEYtsus1yE￿én by ouITfvstÉés, CASESvJa5 >PDItEd by over 10 voIunteElS, vthklb In IInan￿1￿1 telhls, amounts lo of ovrr £93,600. FeEdback from ourvDluDtEEf5 Ihètthy h&d# DlpurpD5e and [￿lI11￿cnl Improved mEntal htarih. Increa5edtoTrfWÈnceandsell4taerh ahdallsDldthat they had lèarnt new5klM5. WEarÈtspeC￿llIY pioudofouryoun8voIunteWS, manyolwhom galnexpErlen(e. ￿lad Cuhrtdence. ewAorÈ fUtur0￿ree￿ wth5.fhdr energvr ea5. VJllYnÉne55to leambYtyEhtFitsh per5pettlvE toouiwortandthdiwvibutlon ha&been t￿lY1￿¥￿IuèbIt. 17

SOLITH EASTSYAPFORDSHIRE aTIZENS ADVICE EIUREALS NOTESTO THE ACCOUNT5 FOR TMEYEAR ENDED 31STWCH 2025 Iconithued Accountlng Pollde5 IconUnuedl 1.4 Dofbated Go￿5 and So￿lce$- Role ofVoiunteer5 IcoTrtlnuEdl Fwd R6isers- there are a nuiThbwof volunteers loraSly who actlv2ly $￿POrt the fundra15iTrg for the charlly by direct Fai51ng f￿d$, uslngcollection tlns, as wdl as volunteer5 who undertake sponsored Bctlvltles and collect through online SUODort Thereare regular volunteers who SLtpport theadmin and rr f&ncllon5 of the ¢harlty Donated Goods-Goods or serwlce donated order to help the charity ralse fund5 by onwards sale or auctian are recowilsed at market or face value where It Is readily avallable or Trustees best esllmate. The th8rlty15 not holdlng •ny such I55￿ts at th15 B8laKe Sheet date. 1.5 Resources EMpendÈd and Irrecoverdble VAT All eNpendlture 15 atttruntsd for on 3n accruals basls and has been d2ss1fled under hpadings that aB8regatea11 costs related to the category. All eKpendlture Is recoEnlsed once there Is a legal or construcllve obflgatlon to rnakea payment to a Ihird partv. IrrewverablÈVATls charged a8ainst the category of rpsOur￿5 expended forwhi£h It was Incurred. South East 5taffordshireCitliens Advlte Bure3u Is nDt currefitly registered for VAT 1.6 Alo(atlon olOverhÈad andsupport Costs Overhedd and SUPPDrttosts whith are not wholly attrlbutlble to an eypendlture typé ha￿ been apportioned b&￿een Costs of Raising funds Ch3rltÈblo èctlvltles. The analy51s of overhe3d and support costs and the basls of allocatlon Is smwn In notes 4 & 5. al C05t5 of ri8lslng funds all c05t5 attrlbut8b1e to gÈneratlng Income for the tharlty other than Income arlslllg from Lèrltable actlviti25, and represent fur￿￿￿151￿ Costs. bl Costs of Charltables¢tlvltles compri52 all pxpend1iure Identlfied as wholly or malnly incurred In the pursuit of the cha¥iiable objects ofthecharlty. These costs,where not wholly attribijttsb￿, are apportiond and In addltlon to dl¥ect osts include an 2pportkJnment ofoverhead and support ts)sts as dlsclosÈd in note 6. In Some cases the provlders of Re5trl¢ted Funds limlt the level olBene¥al overheads that can be clairned. In t￿se cases ovÈrhe2ds are stlll apportlorted 3$ IndlcatEd above aThl the resulllng deficit arlslnE15 dealt with by way ol transfer from Unrtstrlcted Fund5. 1.7 Flxed A5SEts TaDElble Assets TBnBlblt assets with a value of more than £2,￿0 arevalued on the Balance Sheet at their hlstorlcal £0st le5S depi¢clatlon. Depreclation Is provlded to wrlte oflthe w5ts of ethor Ixed isset5 (wer thdr estlmated uspful Ilves equ31 tv Instalments as follows.. FrÈÈhold Land Not Depreclated 50 years 3-5years Freehold Bulldlfi8S Equlpment 18

SOUTH E￿TsTAFF(jmDSH1RE cmzENS ADVICE 8UREAU NOTES TOTHE ACCOUNTS FORIHE YEAR ENDED 315T MARCH 2Q25 Icontinuedl 1.8 Debtors Debtor5 art measured at their recoverable 3mouMt, there are curfÈntly no provi51ans for bad or doubtful debts 1.9 ShortTerm Deposlts short Term Deposits are hlghly Ilquid Investments with a short maturlty of thiee months or less from the date of acqulsition or openin8 of the deposlt or slm513r atcount 1.10 Credltors and prov15H>ns Creditors and provislans are recognised where the (tharlty ha5 a present obllgatlon resulting frum a past eV￿t that w*ll probably result in the transfei offunds to a third party and the amount due to setlle the obllgatlon can be mea5tsred orestlmated rellablv. PrlorYÈar Comparztuis The prlmar¥ staternent5 provlde prlorye8r c0ry5p¥ators In tatÈl, the complrattsrs can be fDund ￿thIn the rdevant noles to the accounts 2.1 Related partytransattSons and trustees, eXpe￿se$ and remunerailon Ourlng the yÈ3r£ formertrustee, throu8h his bu51nes5, has provlded, ￿tknut chaTge, p3yro]I burÈau servlce5 to the charlty. None olthe other trustees or partles related to them, has undertaken #ny tran5actlons wlth the charlty or rerdved any benefit from the thaFSty In PayM￿tOr klnd. Nrne of the trustees h3vp been pald any remunwatbon or recdved any oiher benefits from an employmÈttt wlth SESCAB or any rdaied pntlty and the trustees have not purchased tru5teE Indemnlly Insurantr. Acwrnodatlon Travel Tralrklrtg Tolol 20Z412025 0.00 202312024 o.go 19

SDU7Ht45TsfAFFORDSIHAECITtZEN5AtWKItsUPYAU IIOTESYOIHEACCOUN75 FOR ThE¥É4A ENDED3JSTMAEtH202¥ IContlrwJedl unrèstrtcd Resthcled T¢Jt41 Unfestrfcted HStrf¢te Totsl In￿Mef1￿M DDn•tlDns 574 514 574 574 IMre5trkte4 Rostrlcted TQtsl Unre5trf(ted ReStr1¢ted Fund5 Totsl antsfi4mL¢c?IAuthorltlo UchlleldtÉ$tri¢tCo￿n￿l 11959 &5C chfieldcltv Courtrll BUffltwoodT4wthCo￿fftCll DiveflDbertSLmMP GièntsfromOth&i 6,7SO 2.250 1&3 3%35Q 419.913 436,293 419,813 455,193 T,Sll a43,749 951.259 34gbl 34a,j49 38D,705 GrèNtslncome5￿1tbelw¢n Unfé$ttlctsdFunds3nd Aestil¢tettFuDdsrestètEdforpTlorywr•s twy wolECt5w+tt1n¢oritttlyd45511Sed.Theielstiodian8fti#averdll Ino>me, IncDmelromothetTrnd5ngAdvlV• Thls Income ¢QMprl$pspiedomlrt3niiylun4lsknB actiwties IntheyearÉ49512024. E36qI. Jknllon ofSUpyrrtCD&tB￿d0¥Ih¢4tts Support&ndtsverheèd¢ostSaieallocatedbptweenchailtibloaclivI￿&5. iestrt¢ted RestiktÈd Fynds TOtsI uThrestrfUtd Mestsltted ZOZ5 PuThl5' Funds. TO 8iiarf SlaN&VDlunt•èrExwniei Omc& Prwmlb&9 39,213 L2SS 4,5 3,1 a15,￿ W2J9 24635 284233 XO,e68 143 27,431 31 16,55Z z￿ty$ 418 2.917 2279 17.930 20,876 L596 14) 17.501 27,U2 27.939 27, 49,511 9È7,g42 44883 31,￿ 34359 39D,n5 Expendture splblbEtwt￿n Ufire5trlrtpA Fufjdsilld Rest[￿EdF￿￿￿SIe$l￿f0￿PlIarYear35t￿0 pioiÈtlswerelncOrre￿ydèssl1Ie￿.￿hue5%n0ch?Tr￿e in LWEf¥llexllertdlture. 211 Olhwr kn&ly%5olChltrble Ek¥•Thdlttsr• Suppurtiusts dbut?blotoCh?rltable EXpendhU￿ hav¢beenapporU¢nedbetwÉncateiorlBsonthe baslstslthenvmbero15tiff andYtsljnteÈrhou￿. Lr• 5￿pP￿rt losts Tot A￿￿1￿$ Its25 2024 piothslonofAd¥l(e and 329.?17 IOS,166 ￿,8￿> 2W.7S6 Ir￿,?69 391725 319.717 I1￿16$ 4a5wa 2W.756 I￿￿,Y&Y 90,72S P]rtrt SNppDrt Attl¥lWè Tot Dlrect SuppDrt Costs To cUvld8s C05ts01Fundra151n8Evenis 20

SOVTH EASTSTAFFORD5HIRE CITIZENfJ ADVICE bllREAU NOTESTO THE ACCOUNIS FOR THE YEAR ENDED 31STMARCH I￿.5 Icontlnuedl Anatysls of staff ¢osis and reM￿erI10n ofkeymÈn•gement persont) Totsl 2025 Total 2024 Salarles and wages Sodal security tosts Oeftned Pensltsn Contrlbution Stheme 324,020 19,765 8,514 JS2,298 285,797 15N95 7,576 308.868 Outstandlng contilbutlttnsat ye¥ end were.. Defined Contrlbullon Scheme Avera8efull tlme equlvalents of employees IM the yeaT'. Average head Count durlng the year: 11.0 16,0 10.3 15.0 The key rnany4ement peTSonnel tomprise the trust￿ and the£harlty Chlef Executfve, detslls of emolumwts In exce95 of £60k are det411￿1 below No employee had emoluments excess of f50,00012024.' nill. Ind8pendent E%amlnÈr The Independent Examlner's remuneration of £95412024.. £1,110) rel3tEd solely to Independent Examlnation work. The charlty dld commlsslon additlon•l work from the Independent Examlner In 202314 in relation to the surrender of the Levett5 Fleld Ipase, Flxed assets. Geneial Fund5 FREEHOLD LEASEHOIO EQUIPMENT PREMISES PREMISES LINRESTRICf D TOTAL Property Cost As at IstAptll 2024 Addltlons risposals Revaluatlon5 Transfers As at 31st March 2025 250,0 250,orMI 250,0(AI 250,000 Deptedatlos) As at IstAprll 2024 DlsposJ15 th3rEed In year ReValua￿a￿S Transfer5 As at 31st M3reh 2025 Net ?ookVal¥e At 31st March 2025 At 31st Mar<h 2024 ,ooo 5,000 5,000 5,000 245,000 250,￿0 245,000 250.000 Frethold PrÈmlses The charlty owns offi￿ Bnd consulting rDu¥ns at Wade House, 7 Cannock Road, PAJrniwood, Staffs. A valuatlon was carried out Aprll 2024 by Calds Chartered Surveyors & property Consultants of 3 Vlctorla Road, Tèmworth. tea5e1501d Premi5È% CASES occupy officwJ and consulting room5 wllhin Uchfleld D&strftt Couniil House on z le3sehold basls. No valuatlon has b2eD attrlbuted to thls leas& 21

SOLSTH EAST5TAfFORDSHIRECIT6ZENS ADVICE UUREAU OTESTO THf Accouf4TS FOR THEYEAR ENDED JISt MARCH 2025 Icontltwedl ATr&fy$l$ of Cyrrent￿5ets ltrebtor$ 2024-25 Totol 3BA39 38N39 Z023.24 Total 60,438 60,438 P¥epaytDent5 and &cU￿e0 Income T•tal debtors fallln8 duewlihln I)ne￿ar Credtors io 2024-25 Totsl 2023-24 Total Amutsnt$hllln¥ thie wlthln on¥ ¥e¥.' Grants recelved in Èdvance PAYE and sodal securlty Ptnslon Cre.dllor TradEtrediiors Atuuals Tot4 credknrs f￿lIt￿ due wlthln one ￿r 4,771 1,576 1,640 2,479 9,265 13,184 17.017 23.364 li Anatysls of Ch8rliable Funds flevaluat￿n Ile5erve S ht 1st Aprll 2024 utlllsed In the year As at 315t Marth 2025 11.1 FREEH(XD LEASEHOL[ TOTAL 150.449 150.1149 150,449 150A49 11.2 Re5trkied Fund5 Balance 31 March 2024 romlng Ilesources Resources fxpended Transfers G8lns Losses Balan¢e 1025 A MASOAP (was Face 2 Fa£el Multipjv C Tru55el Tiusi Organ15er D lottewy referral UKS¥F F CAM ene G COL Aviva H EAPR I CANW Ener8Y J Llchfield Foodbank MHFr Total flestrlded FU￿d$ 3,228 627 90,138 51,209 50,991 24mO 70WO 19,000 10,375 24,255 19,350 45,000 15,525 I19￿4) 41.136 -37.S59 48.898 -23,208 -68,216 -19,491 -11,664 -19,977 -18.141 42,056 -16,99S .387,342 12,230 14276 2A93 1519 I￿21 727 1,737 491 1,289 4,278 2,647 1.438 1,470 8.Z50 ?,758 43￿08 Theoblects of restrirted funds8reas follows A M145DAF.. Money Advlcp. Swvice wovldÈ5 fund1￿ for debt ad￿te services lo me￿bErS of the publlc thro￿￿ face to fa￿, telephoneand tle£tronic Interartion,the mosi 3ppropriate channel beln8a£reedwkh ihe cllent b35ed on thdr needs and wlshes. MLltlpty.' Thi51s part of IheGovernMenl'S LLwelllne Up aeenda de51Bned to combat Is5ue5 around financlal literacy, Thls pr4¥r Is o¥erseen by Stalfordshlre County COUKII and Is designed to he5p peopleto U[￿erStand budgellD8 thereby I￿([￿$&Thg their finantlal Ilterary and their ablllty io Ilnd ard malntaln employrnent. C Trussel Trust Orgarnlser.. Comm¥nlty CampaiB*ei, ralsln8 awaienÈss of local issue5 to bulld power In communltles so they are &ble io address IDcal Issues that are dilwlng poveriv D Lottery referral.. TÈtephonegernEralist advlte cov¥lDg Tamworih, East 513ffoidshlTe3nd L￿field referral plaifDrm workln8 wlh local QtA approved partnérs. wsih CA Mid Mec13 & CAStaflordshlre South West. VKSPF.. Supporting particlpanr5 to 8et doser tothelob market until 315t Marcl 2025. ￿nded by UKSPF through tlchlleld Distikt Counell. F CAM eneiÈy'. Provldeenergy advlce io user5 011Dcal fotsdbank5 & s1mllar organ15ations. Wlth CA Mld Merda. G CQLAvlva'. Funding lor'adviceline resourclngwlth CA Stafford5hlreSouth West and CA Stafford5hlre North & Stoke on Trent which his nuw lermlnated. H ￿p R.. Prov1slon of EnerÉy¥dvl I C.ANW ErEr8y.' To provide energyadvlce, includlrnE earbon Monoxidesafeiy wlth North Watwlckshlreclllzens J Lt¢hI￿ld Foodb3nk.. FIna￿la1 InLlusion'. attendlng foodbank sesslons to support cllen15 with 8eneral advice i5sue5. K MYFT.. 5tspportlnB cllents attending St Mlthaels Mental Health fadllty wlih referrals from dlnlcians. 22

SOUTH EASY STAFFORDSHIRECITIIENS ADVICE BUHEAU NOTESYOTHE ACCOUNTS FQIITHE YUR ENDtts 31STMARCH 202S Icorntlnudl 11.3 UnrESt￿￿ed and DeslÈnètrO ￿ndS

lance

IntomSng Res0￿rte$ l March Resources ExpÈnded Tran5fer5 Galns and Losse5 BalaM¢e JX Marth Funds 2024 2025 Genttal Fund5 A General Advlcellnfoim3tlon Servlr Designated forspeclllc Projects LkhIle￿ charltie5 264.678 28.113 133,1911 13,2501 256,350 15,550 115,3501 2b4,678 43,463 148 5Jlll 13,2501 2S6.3SO A fjeneral AdVice/￿tarmall0n SeTViCE5 lunds ara those funds forwhlch 3 donor has not expTe5sed aNy &pe£iftc no blrtdlng w15h ènd the unTe5trlcted Incomeaccrulng to the charity.These funds are èpplled for any th3ritsble pwpose Iltswed bythecharitie5 0bleEUves. D￿rIngthE flnanclal ye¥ thecharity ¥vaS suprA)rted byThe Miry Slattr Chirlty provlded funds towar&s theemployment of a welfare beTrEIt caseworker, 23