Finance Score: 1
Governance Score: 5
Support Score: 13
  • Good reserves management: +3
  • Multiple Deficits: -2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +13
Overall GiG Score: 19 ?

LOCALITY (UK) 

Locality is the national network of ambitious and enterprising community-led organisations, working together to help neighbourhoods thrive. Our network is a strong, collective voice inspiring community action to create a fair and diverse society where local people determine their future together.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • This charity only provides its support via other charities
  • There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
Established: 30 years

www.locality.org.uk

info@locality.org.uk

03454588336

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/06/23£8,010£8,257£-247£0£4,275£3,9605.8500
30/06/22£7,099£7,504£-405£0£4,522£4,3086.9480
30/06/21£7,515£7,169£346£0£4,927£4,1236.9480
30/06/20£8,213£7,278£935£0£4,581£3,4975.8470
30/06/19£6,811£6,673£138£0£3,646£3,3436430
30/06/18?£6,424£6,684£-260£0£3,508£3,2755.9430
31/03/17£4,561£4,808£-247£0£3,250£3,0747.7490
31/03/16£8,514£9,015£-501£0£3,497£3,4234.6770
31/03/15£12,159£12,332£-173£143£3,490£3,3093.22060
31/03/14£10,843£10,167£676£167£3,663£3,6174.31930
31/03/13£8,454£7,705£749£149£2,987£2,8954.51320
31/03/12£5,868£5,778£90£87£2,263£1,6243.4710
31/03/11*£4,779£4,818£-39£261£1,460£1,1372.8520
31/03/10£5,691£5,522£169£162£1,459£1,1132.4560
31/03/09£4,242£4,029£213£144£1,270£8612.6440
31/03/08£3,062£2,845£217£130£1,021£6512.7350
31/03/07£2,372£2,142£231£130£789£3401.9290
31/03/06£2,047£1,693£354£0£0£0n/a00
31/03/05*£1,402£1,307£95£0£0£0n/a00
31/03/04*£1,319£1,294£25£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 29%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 5.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1
Asset Split ?
Listed activities
  • Economic/Community Development/Employment
  • The Prevention Or Relief Of Poverty
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Organisations
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • Other Charities Or Voluntary Bodies
Who works here?
  • 50 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£690,000
Esmee Fairbairn£385,500
Power to Change£277,750
Department for Business, Energy and Industrial Strategy£111,262
Department of Health£94,707
Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - Grant to Locality
£345,000 09/11/2023
Towards core costs to support "We're Right Here - the campaign for community power" to broaden its base in communities
Esmee Fairbairn - Grant to Locality
£3,000 27/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
Barrow Cadbury Trust - The Future of Assets and Enterprise
£30,000 24/08/2021
To produce a research report and practical guidance materials focused on assets and enterprise in the context of Covid 19 recovery and community organisation business models.
Department of Health - Health and Wellbeing Alliance 21/22 to 23/24 Locality
£94,707 01/07/2021
Through the HW Alliance, policy teams can work collaboratively with the voluntary, community and social enterprise (VCSE) organisations, accessing the sectors expertise and connecting policy leads ....more
Power to Change - Locality - Transitional Strategic Grant
£125,000 11/12/2020
Grant to Locality - Transitional Strategic Grant
Power to Change - Locality - DEI collaboration grant
£10,000 11/12/2020
Grant to Locality - DEI collaboration grant
Power to Change - Locality - Infrastructure Collaboration Grant
£60,000 23/06/2020
Grant to Locality - Infrastructure Collaboration Grant
National Lottery Community Fund - COVID 19 Support Programme
£690,000 15/05/2020
5
Locality is a national membership network for community organisations focused on certain areas of work including peer learning and connection through the membership network and specialist advice and ....more
Esmee Fairbairn - Grant to Locality
£37,500 28/04/2020
6
towards unrestricted core costs as a COVID-19 Fast Response grant
Lloyds Bank Foundation - Grant to Locality UK
£25,000 14/04/2020
12
Unrestricted funding to enable Locality to respond to the COVID19 pandemic and ensure the needs of local organisations are fed into policy and campaigns
Department for Business, Energy and Industrial Strategy - BRF
£22,252 08/10/2019
To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more
Department for Business, Energy and Industrial Strategy - BRF
£22,252 08/10/2019
To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more
Department for Business, Energy and Industrial Strategy - BRF
£22,252 08/10/2019
To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more
Department for Business, Energy and Industrial Strategy - BRF
£22,252 08/10/2019
To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more
Department for Business, Energy and Industrial Strategy - BRF
£22,252 08/10/2019
To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more
Power to Change - Locality
£72,000 05/08/2019
11
Grant to Locality
Power to Change - Horfield Common CIC
£10,750 11/07/2019
Grant to Horfield Common CIC
City Bridge Trust - Grant to Locality
£161,640 31/01/2019
36
£161,640 over three years (£52,816; £53,872; £54,952) to build capacity and voice within civil society organisations by strengthening the evidence base of what works and supporting community ....more
Power to Change - Locality
£61,000 01/11/2018
20
Grant to Locality
Power to Change - Locality
£95,000 02/10/2018
6
Grant to Locality
Power to Change - Locality
£20,000 18/07/2018
11
Grant to Locality
Barrow Cadbury Trust - Knowledge and skills for social investment and enterprise
£61,000 24/05/2018
24
To connect the community sector with knowledge, skills and confidence to seek social investment.
National Lottery Community Fund - Place Based Social Action (PBSA) Support Contract - Service Fees - BLF
£158,322 18/04/2018
48
Place Based Social Action (PBSA) Support Contract - Service Fees - BLF
Department for Business, Energy and Industrial Strategy - ALB - UKRI - Will the provision of facilitated support improve the adoption of cloud-based accounting packages, by community sector SMEs?
£32,470 01/04/2018
Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projectsref=104764
Lloyds Bank Foundation - Grant to Locality UK
£312,200 22/12/2017
12
To support the Keep it Local campaign and improve local commissioning for small and local charities
Power to Change - Locality
£150,000 21/12/2017
Grant to Locality
Power to Change - Locality
£45,000 19/09/2017
3
Grant to Locality
Power to Change - Locality
£661,200 01/01/2017
Capacity Support provided to Bright Ideas programme grantees by Locality
Lankelly Chase Foundation - Grant to Locality (UK)
£40,500 14/11/2016
6
To engage Locality to work in two areas supporting place-based system change initially over 6 months
Power to Change - Locality
£61,690 01/10/2016
17
Grant to Locality
Esmee Fairbairn - Grant to Locality
£450,000 14/09/2016
60
Towards the Lifeboat programme which supports community organisations that are in financial and organisational difficulty and also offer a small loans fund.
Friends Provident Foundation - Locality (UK) - Keep It Local for Economic Resilience
£113,000 07/06/2016
Develop an understanding of the transformative role that public service commissioning can play in supporting local economic resilience and explore solutions to the specific barriers facing local ....more
Calouste Gulbenkian Foundation, UK Branch - Locality (UK)
£16,300 31/05/2016
Three artist commissions to test models for public engagement and to create an artist advisory group for the Inquiry into the Civic Role of Arts Organisations.
Nationwide Foundation - Grant to Locality
£160,457 25/02/2016
Grant awarded to create a pilot programme that will assist 22 groups through the early stages of a community-led housing project. The project will run for two years & will be targeted at ....more
National Lottery Community Fund - Power to Change Interim Support Services
£235,776 09/10/2014
12
Not Available
Esmee Fairbairn - Grant to Locality
£111,730 06/11/2013
Towards a joint project between Locality and Incredible Edible Todmorden that aims to support and further develop a nationwide network of local Incredible Edible projects.
National Lottery Community Fund - This is an arrangement not a funding request
£97,800 23/04/2013
24
BIG has commissioned Locality to work with its partners, IVAR and Third Sector magazine, to implement the 'promoting peer learning' contract. This will explore what peer to peer learning is currently ....more
Nesta - AC00271
£50,000 02/01/2013
Innovation in Giving programme grant to Locality (UK) Grant Ref AC00271
Esmee Fairbairn - Grant to Locality
£60,807 14/09/2010
12
Towards Core costs Towards the cost of working towards a merger with BASSAC.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split
Based on 12/14 persons

Age Range of Trustees: 41-62
  • PAUL BUTLER Appointed: 2019, Occupation: Chief Executive
  • TERESA LANNING Appointed: 2020, Occupation: Head Of Enterprise And Employment Stragegy
Legal constitution
  • Charitable company registered in England & Wales on 13/04/1994, number: 1036460
  • Registered at Companies House on 08/02/1993, number: 02787912
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR11: 1 days late, AR05: 1 days late, AR04: 33 days late,
Main office

33 CORSHAM STREET
LONDON
N1 6DR

Objectives

A) TO ADVANCE CITIZENSHIP AND CIVIL SOCIETY INCLUDING BUT NOT LIMITED TO: I. IMPROVING THE EFFICIENCY AND EFFECTIVENESS OF COMMUNITY-LED OR BASED VOLUNTARY AND CHARITABLE ORGANISATIONS INCLUDING BUT NOT LIMITED TO DEVELOPMENT TRUSTS, SETTLEMENTS, SOCIAL ACTION CENTRES, COMMUNITY ENTERPRISES, AND SIMILAR ORGANISATIONS; II. PROVIDING A NETWORK OF COMMUNICATION, TRAINING SERVICES, SUPPORT AND ASSISTANCE TO FACILITATE THE WORK OF SUCH ORGANISATIONS FOR THE PUBLIC BENEFIT AND PROMOTE AND ENABLE COMMUNITY-LED OR BASED APPROACHES TO IMPROVE NEIGHBOURHOODS; III. SUPPORTING AND PROMOTING OF PUBLIC PARTICIPATION IN AND INVOLVING INDIVIDUALS IN ACTIVITIES TO SUPPORT SUCH ORGANISATIONS; IV. PROMOTING CO-OPERATION AND LIAISON BETWEEN SUCH ORGANISATIONS, INDIVIDUALS, STATUTORY BODIES AND LOCAL AND CENTRAL GOVERNMENT AGENCIES CONNECTED WITH COMMUNITY DEVELOPMENT, URBAN AND RURAL REGENERATION AND CONSERVATION; AND V. ACTING AS A REPRESENTATIVE OF SUCH ORGANISATIONS IN RELATION TO GOVERNMENT POLICIES AND LEGISLATION. FOR THE AVOIDANCE OF DOUBT, FOR THE PURPOSES OF THESE OBJECTS THE TERM CIVIL SOCIETY SHALL NOT INCLUDE POLITICAL PARTIES, AND OTHER BODIES WHOSE PURPOSE IS PRIMARILY POLITICAL AS THIS TERM IS UNDERSTOOD IN ENGLISH CHARITY LAW. (B) TO ADVANCE EDUCATION OF THE PUBLIC IN THE WORK OF DEVELOPMENT TRUSTS, SETTLEMENTS, SOCIAL ACTION CENTRES, COMMUNITY ENTERPRISES, AND SIMILAR ORGANISATIONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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