Stockton and District Advice and Information Service (aka Stockton Citizens Advice Bureau Stockton Cab)
Overview
Stockton and District Advice and Information Service's network
6 people6 organisationsi5 listed on the board plus 1 company secretary. 6 organisations share a board member with this charity.The large node is Stockton and District Advice and Information Service. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.The board
5 listed + 1 company secretaryiCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Jennifer Hagan | Trustee | 2026 | new |
| Jonathan Carling | Trustee | 2024 | 2 yrs |
| Stuart Basford | Trustee | 2020 | 6 yrs |
| Susan Symmonds | Trustee | 2023 | 3 yrs |
| Thomas Fred Gittins | Trustee | 2025 | 1 yr |
| Sarah Louise Nimmo McPhie | Company secretary (charitable company) | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Board
The board
5 listed + 1 company secretaryiCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Jennifer Hagan | Trustee | 2026 | new |
| Jonathan Carling | Trustee | 2024 | 2 yrs |
| Stuart Basford | Trustee | 2020 | 6 yrs |
| Susan Symmonds | Trustee | 2023 | 3 yrs |
| Thomas Fred Gittins | Trustee | 2025 | 1 yr |
| Sarah Louise Nimmo McPhie | Company secretary (charitable company) | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Former company secretaries of the charitable company: Ian Anthony Bartlett (2004-2025). Full officer list
Board DNA
iCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.Average tenure
2.4y
median 2y
Longest tenure
6y
since 2020
Over 6 years
1
of 5 on the board
Years in governance
7.9y
per person, across all their boards
Also company directors
5
also sit on company boards
Joined in the last 3 years
4
of 5 on the board
5 trustees on the board
- Jennifer Hagan since 2026
- Jonathan Carling since 2024
- Stuart Basford since 2020
- Susan Symmonds since 2023
- Thomas Fred Gittins since 2025
First-time vs portfolio trustees
First-time (5)
- Jennifer Hagan since 2026
- Jonathan Carling since 2024
- Stuart Basford since 2020
- Susan Symmonds since 2023
- Thomas Fred Gittins since 2025
Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
General Charitable Purposes 5The Prevention or Relief of Poverty 5
Commercial experienceiThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Tech and media 5Other services 4Arts and leisure 1
Gaps to watch
- Narrow spread of causes across the board
Succession forecast
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →
Network
Network
iThe large node is Stockton and District Advice and Information Service. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.Most connected
Working out who is most connected...
Finances
5 financial years held, 2021 to 2025, years ending 31 March.
Income and expenditure
5 years · years end 31 MarchiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Totals | |||||
| Total income | £1.21m | £1.31m | £932.73k | £1.25m | £1.56m |
| Total expenditure | £1.08m | £1.18m | £904.81k | £1.25m | £1.54m |
| Government income | |||||
| Government contracts | Not reported | Not reported | Not reported | Not reported | Not reported |
| Government grants | £373.75k | £507.10k | £249.46k | £279.04k | £281.95k |
| Income by source | |||||
| Donations and legacies | £7.52k | £7.79k | £367 | £25 | £100 |
| Legaciespart of donations and legacies | £0 | £0 | £0 | £0 | £0 |
| Charitable activities | £1.18m | £0 | £0 | £1.21m | £1.54m |
| Other trading activities | £0 | £35.42k | £25.16k | £0 | £0 |
| Investments | £0 | £0 | £0 | £4.07k | £10.26k |
| Endowments | £0 | £0 | £0 | £0 | £0 |
| Other income | £23.92k | £1.27m | £881.69k | £32.14k | £11.41k |
| Expenditure by type | |||||
| Charitable activities | £1.08m | £1.18m | £904.81k | £1.22m | £1.54m |
| Raising funds | £0 | £0 | £0 | £0 | £0 |
| Grants to institutionspart of charitable activities | £0 | £0 | £0 | £0 | £0 |
| Governance | £2.20k | £2.20k | £2.60k | £4.17k | £7.67k |
| Investment management | £0 | £0 | £0 | £0 | £0 |
| Other expenditure | £0 | £0 | £0 | £24.79k | £0 |
Definitions
- Total income
- Everything the charity received in the year, from all sources, as shown on its annual return.
- Total expenditure
- Everything the charity spent in the year.
- Government contracts
- Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
- Government grants
- Grants received from central or local government or other public bodies, as declared.
- Donations and legacies
- Gifts and donations, including Gift Aid, and money left to the charity in wills.
- Legacies
- Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
- Charitable activities (income)
- Income earned by doing the charity's work, such as fees and contracts for services.
- Other trading activities
- Fundraising trading, such as charity shops, events and sponsorship.
- Investments
- Dividends, interest and rent from the charity's investments.
- Endowments
- New endowment funds received in the year.
- Charitable activities (expenditure)
- Spending on the charity's purposes, including any grants it makes.
- Raising funds
- The cost of fundraising and trading.
- Grants to institutions
- Grants paid to other organisations. Part of spending on charitable activities.
- Governance
- The cost of running the charity as an organisation, such as the audit and trustee meetings.
- Investment management
- The cost of managing the charity's investments.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Assets and liabilities
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Own use assets | £11.93k | £8.95k | £6.71k | £78.64k | £99.77k |
| Long-term investments | £0 | £0 | £0 | £0 | £0 |
| Other assets | £486.34k | £638.80k | £627.10k | £624.20k | £621.23k |
| Defined benefit pension schemea minus figure is a deficit | £0 | £0 | £0 | £0 | £0 |
| Total liabilities | £123.42k | £139.74k | £97.89k | £166.00k | £159.25k |
| Net assetsassets minus liabilities | £374.85k | £508.01k | £535.93k | £536.84k | £561.75k |
Definitions
- Own use assets
- Land, buildings, equipment and other fixed assets the charity uses for its work.
- Long-term investments
- Investments held for the long term, such as shares, bonds or property let to others.
- Other assets
- Current assets: cash, money owed to the charity and short-term investments.
- Defined benefit pension scheme
- The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
- Total liabilities
- What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
- Net assets
- Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Funds and reserves
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Unrestricted funds | £325.80k | £441.35k | £446.88k | £421.24k | £121.34k |
| Restricted funds | £49.06k | £66.66k | £89.05k | £115.60k | £440.41k |
| Endowment funds | £0 | £0 | £0 | £0 | £0 |
| Total funds | £374.85k | £508.01k | £535.93k | £536.84k | £561.75k |
| Reservesas declared by the charity | £325.80k | £441.35k | £446.88k | £421.24k | £440.41k |
| Assets besides buildingsinvestments, cash and money owed to it, before debts | £486.34k | £638.80k | £627.10k | £624.20k | £621.23k |
Definitions
- Unrestricted funds
- Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
- Restricted funds
- Money that must be spent on particular purposes set by the donor or the terms of an appeal.
- Endowment funds
- Capital the charity must keep, either permanently or until the terms allow it to be spent.
- Total funds
- All funds together. Equal to net assets.
- Reserves
- The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
- Assets besides buildings
- Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Accounts and annual returns
Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Reporting up to date
Every annual return and set of accounts arrived on time for 5 years.
| Year ending | Due by | Annual return | Accounts | Status | Documents |
|---|---|---|---|---|---|
| 31 March 2025 | 31 January 2026 | 9 January 2026 | 9 January 2026 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2024 | 31 January 2025 | 21 January 2025 | 21 January 2025 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2023 | 31 January 2024 | 24 November 2023 | 24 November 2023 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2022 | 31 January 2023 | 21 December 2022 | 21 December 2022 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2021 | 31 January 2022 | 13 January 2022 | 13 January 2022 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
Accounts filed at Companies House
Company 05053647 has made 23 accounts filings (2 amended filings included) since 2006. Each links to the copy at Companies House where it has been published online.
| Made up to | Filed on | Type | Document |
|---|---|---|---|
| 31 March 2025 | 18 December 2025 | Full accounts | View PDF (opens in a new tab)32 pages |
| 31 March 2024 | 16 December 2024 | Full accounts | View PDF (opens in a new tab)31 pages |
| 31 March 2023 | 11 December 2023 | Small accounts | View PDF (opens in a new tab)30 pages |
| 31 March 2022 | 7 January 2023 | Total exemption full accounts | View PDF (opens in a new tab)31 pages |
| 31 March 2021 | 14 December 2021 | Total exemption full accounts | View PDF (opens in a new tab)29 pages |
| 31 March 2020 | 16 October 2020 | Total exemption full accounts | View PDF (opens in a new tab)27 pages |
| 31 March 2019 | 17 December 2019 | Small accounts | View PDF (opens in a new tab)31 pages |
| 31 March 2018 | 5 January 2019 | Total exemption full accounts | View PDF (opens in a new tab)22 pages |
| 31 March 2017 | 27 December 2017 | Total exemption full accounts | View PDF (opens in a new tab)22 pages |
| 31 March 2016 | 19 December 2016 | Total exemption full accounts | View PDF (opens in a new tab)14 pages |
| 31 March 2015 | 9 January 2016 | Total exemption full accounts | View PDF (opens in a new tab)14 pages |
| 31 March 2014 | 22 December 2014 | Full accounts | View PDF (opens in a new tab)15 pages |
| 31 March 2013 | 14 January 2014 | Full accounts | View PDF (opens in a new tab)15 pages |
| 31 March 2012 | 19 December 2012 | Full accounts | View PDF (opens in a new tab)15 pages |
| 31 March 2011 | 2 January 2012 | Full accounts | View PDF (opens in a new tab)15 pages |
| 31 March 2010 | 10 January 2011 | Full accounts | View PDF (opens in a new tab)15 pages |
| 31 March 2009 | 20 January 2010 | Full accounts | View PDF (opens in a new tab)13 pages |
| 31 March 2008 | 5 December 2008 | Full accounts | View PDF (opens in a new tab)11 pages |
| 31 March 2007 | 25 January 2008 | Full accounts | View PDF (opens in a new tab)11 pages |
| 31 March 2006 | 7 August 2007 | Amended: full accounts | View PDF (opens in a new tab)11 pages |
| 31 March 2005 | 7 August 2007 | Amended: full accounts | View PDF (opens in a new tab)11 pages |
| 31 March 2006 | 30 January 2007 | Full accounts | View PDF (opens in a new tab)12 pages |
| 31 March 2005 | 6 July 2006 | Full accounts | View PDF (opens in a new tab)13 pages |
Definitions
- Annual return
- The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
- Accounts
- The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
- On time
- Received on or before the due date.
- Late
- Received after the due date. The number of days is counted from the due date.
- Overdue
- Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
- Qualified accounts
- The auditor or examiner raised a reservation about the accounts.
Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register and to Companies House (filing history, Open Government Licence v3.0). Days late and overdue are worked out from the dates, as of 30 October 2026.
Grants
Funding received
19 grantsiFrom grants published by funders to 360Giving. Not every funder publishes, so this is not a complete record of a charity's income.Grants awarded 18 February 2005 to 18 March 2026.Total from published grants
£3.4m
£3,399,767
Grants
19
published to 360Giving
Funders
6
distinct funders
Latest grant
Mar 2026
18 March 2026
By year
iBy year the grant was awarded, in pounds.£58k2005
£245k2007
£10k2009
£565k2011
£242k2013
£496k2016
£44k2020
£159k2021
£502k2022
£204k2023
£375k2024
£442k2025
£60k2026
Funders
6 funders| Funder | Grants | Total | Years |
|---|---|---|---|
| The National Lottery Community Fund | 10 | £2,552,053 | 2005 to 2025 |
| Access to Justice Foundation | 4 | £532,169 | 2020 to 2024 |
| Northern Rock Foundation | 2 | £123,018 | 2011 to 2013 |
| Department of Health and Social Care | 1 | £102,527 | 2024 |
| Freemasons' Charity | 1 | £60,000 | 2026 |
| Garfield Weston Foundation | 1 | £30,000 | 2025 |
Grants
newest first| Date | Funder | Title | Amount |
|---|---|---|---|
| 18 March 2026 | Freemasons' Charity | Freemasons' Charity Large Grant | £60,000 |
| 17 December 2025 | The National Lottery Community Fund | Sustaining Community Services to Reduce Poverty and Improve Health in Stockton | £392,000 |
| 1 December 2025 | Garfield Weston Foundation | Main Grants award | £30,000 |
| 23 January 2025 | The National Lottery Community Fund | Digital Advice in Stockton | £19,905 |
| 1 March 2024 | Department of Health and Social Care | Stockton and District Advice and Information Service | £102,527 |
| 1 March 2024 | Access to Justice Foundation | Improving Lives Through Advice Grant | £272,021 |
| 24 May 2023 | Access to Justice Foundation | Improving Outcomes Through Legal Support (IOTLS) grant | £204,086 |
| 21 December 2022 | The National Lottery Community Fund | Reducing child poverty in the North East | £489,628 |
| 22 November 2022 | Access to Justice Foundation | Community Justice Fund Wave Three | £12,196 |
| 22 September 2021 | The National Lottery Community Fund | Adapting to Change | £159,152 |
| 19 August 2020 | Access to Justice Foundation | Joint Initiative Flexible COVID-19 Grant | £43,866 |
| 3 March 2016 | The National Lottery Community Fund | Give us a Break | £495,580 |
| 11 October 2013 | Northern Rock Foundation | Grant awarded to Stockton District Advice and Information Service (North East) | £45,272 |
| 19 April 2013 | The National Lottery Community Fund | Stockton Welfare Advice Network (SWAN) | £196,229 |
| 13 December 2011 | Northern Rock Foundation | Grant awarded to Stockton District Advice and Information Service (Tees Valley) | £77,746 |
| 11 May 2011 | The National Lottery Community Fund | The Cabin | £487,087 |
| 3 December 2009 | The National Lottery Community Fund | The Cabin Youth Advice Service | £9,800 |
| 30 May 2007 | The National Lottery Community Fund | Youth Advice Service | £245,112 |
| 18 February 2005 | The National Lottery Community Fund | Outreach/refugee service | £57,560 |
Who published this data
Grant records are published by the funders named below to 360Giving, each under the open licence shown. Contains public sector information licensed under the Open Government Licence v3.0 where that licence is shown. Governance Register has reformatted the data, removed duplicate rows and matched recipients and funders to register records; it has not changed the amounts or dates published.
- The National Lottery Community Fund (10 grants) · Open Government Licence 3.0 (United Kingdom)
- Access to Justice Foundation (4 grants) · Creative Commons Attribution Share-Alike 4.0
- Northern Rock Foundation (2 grants) · Creative Commons Public Domain Dedication 1.0 Universal
- Freemasons’ Charity (1 grant) · Creative Commons Attribution 4.0 International (CC BY 4.0)
- Garfield Weston Foundation (1 grant) · Creative Commons Attribution 4.0 International (CC BY 4.0)
- Cabinet Office (1 grant) · Open Government Licence 3.0 (United Kingdom)
About
Purposes and governing document
Register page (opens in a new tab)Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.
THE
What it does
Who it helps
How it helps
- Where it operates
- Throughout England
- Area of benefit
- (SEE
OBJECTS) as filed - Governing document
- MEMORANDUM
AND ARTICLES OF ASSOCIATION INCORPORATED 24 FEBRUARY 2004AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 08 DEC 2021 as filed - Register history
- 9 August 2004Registered
- Working name
- Stockton Citizens Advice Bureau Stockton Cab
Policies the charity says it has
Governing documents at Companies House
- 28 May 2026Memorandum and articles
- 22 April 2025Memorandum and articles
- 8 December 2021Memorandum and articles
- 8 December 2021Statement of the company's objects
- 7 December 2021Resolution
- 9 August 2004Memorandum and articles
Read them in the filing history at Companies House (opens in a new tab)
Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), and Companies House filing history, Open Government Licence v3.0.
About
- Website
- www.stockton-cab.co.uk (opens in a new tab)
- Linked company
- Stockton and District Advice and Information Service
- Registered
- 2004