Finance Score: 2
Governance Score: 6
Support Score: 10
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +10
Overall GiG Score: 18 ?

CENTRE FOR LOCAL ECONOMIC STRATEGIES LIMITED 

CLES undertakes research, organises confereces, seminars and training courses, produces publications and runs a library, information service and database in relation to the formulation, direction, organisation, administration and effects of economic, fiscal and employment policies and initiatives in the UK.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • 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 dynamic in terms of composition
Established: 22 years

www.cles.org.uk

sarahlonglands@cles.org.uk

01618327871

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£1,242£1,113£129£0£328£3283.5180
30/06/22£1,016£1,280£-264£0£200£2001.9210
30/06/21£985£923£61£0£464£4535.9160
30/06/20£835£788£47£0£402£3885.9150
30/06/19£743£664£79£0£355£3546.4110
30/06/18£539£574£-34£2£277£2495.2110
30/06/17£729£644£85£0£311£2795.2100
30/06/16£487£475£12£0£0£0n/a00
30/06/15£442£441£1£0£0£0n/a00
30/06/14£561£520£41£13£169£1693.980
30/06/13£520£560£-40£19£128£1282.7100
30/06/12£566£589£-23£25£118£1182.4110
30/06/11£972£1,146£-175£28£191£1912180
30/06/10£452£372£80£0£0£0n/a00
30/06/09£274£297£-22£0£0£0n/a00
30/06/08£259£273£-15£0£0£0n/a00
30/06/07£665£615£50£404£269£2695.3130
30/06/06£552£501£50£0£0£0n/a00
30/06/05£176£164£12£0£0£0n/a00
30/06/04£190£166£25£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 53%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1
Asset Split ?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 18 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
Friends Provident Foundation£190,000
Barrow Cadbury Trust£151,180
Power to Change£107,766
Specific Donations
Amount When
Months
To be used for
Barrow Cadbury Trust - Community Wealth Building Summit 2023
£5,000 19/09/2023
Support for CLES' Community Wealth Building Summit 2023
Barrow Cadbury Trust - Community Wealth Building Summit 2022
£5,000 27/09/2022
Part-funding CLES' annual Summit
Power to Change - CLES Institutional Support
£107,766 06/07/2022
Grant to CLES Institutional Support
Friends Provident Foundation - CLES - Core funding
£90,000 01/07/2022
A request to continue core funding that was first granted 2 years ago
Barrow Cadbury Trust - Community Wealth Building Summit 2021
£3,000 08/10/2021
A contribution towards CLES' fourth annual Community Wealth Building summit
Barrow Cadbury Trust - Sandwell Anchor Institution Network Co-ordinator
£71,580 24/10/2020
18
To further progress an Anchor Institution Network in Sandwell and the surrounding Black Country
Barrow Cadbury Trust - Scoping an Anchor Institution Network for Sandwell
£8,100 10/08/2020
4
To scope and develop an Anchor Institution Network in Sandwell
Friends Provident Foundation - CLES Core Funding 2
£100,000 01/07/2020
Core funding in support of CLES' work
Barrow Cadbury Trust - Advancing community wealth building
£58,500 25/01/2020
12
To develop new areas of work within a community wealth building agenda
Friends Provident Foundation - Centre for Local Economic Strategies-Core Funding
£100,000 12/03/2019
CLES is the UK's leading independent member and research organisation. Our fundamental aim is to achieve social justice, good local economies and effective pubic services for everyone, everywhere. ....more
Barrow Cadbury Trust - Advancing Local Wealth Building
£103,000 07/07/2018
24
To accelerate the adoption of Local Wealth Building practice in the UK so that it becomes a guiding principle of local economic development.
Power to Change - Centre for Local Economic Strategy
£28,243 01/05/2018
11
Grant to Centre for Local Economic Strategy
Lankelly Chase Foundation - Elephants bridging process
£6,250 01/11/2017
2
The Elephants Series bridging process - to take forward the learning from the previous year action research
Power to Change - Centre for Local Economic Strategy
£27,350 01/10/2017
2
Grant to Centre for Local Economic Strategy
Friends Provident Foundation - CLES - Party Conferences and local economic resilience
£6,000 10/07/2017
The general aim is to develop and produce three successful party conference fringe events. The events take place in Brighton (Labour), Manchester (Conservative) and Bournemouth (Liberal Democrat).
Barrow Cadbury Trust - Birmingham/Barcelona learning exchange
£13,000 05/06/2017
9
Accelerating practice around economic and social justice via an international learning exchange
Lankelly Chase Foundation - Elephants' series
£15,000 27/02/2017
0
To support additional time for the participating partners of the ‘Elephants’ series of conversations bringing together local stakeholders from different levels and perspectives.
Lankelly Chase Foundation - Elephants' series
£44,155 13/07/2016
12
To facilitate events bringing together people with lived experience of disadvantage with local decision makers to tackle negative perceptions held by both sides and meaningfully engage
Barrow Cadbury Trust - Actioning the role of anchor institutions
£65,000 09/07/2016
18
To look at how 'anchor' institutions can use their spending power to increase economic opportunities for all of Birmingham’s communities, businesses and citizens.
Friends Provident Foundation - Centre for Local Economic Strategies (CLES) - Accelerating Resilient City Economies
£112,320 07/06/2016
The project will work in five core cities in the UK to action and embed 'resilient city' policies.
Lankelly Chase Foundation - Grant to Centre for Local Economic Strategies Limited
£45,150 07/08/2015
10
To work in Manchester to explore how economic regeneration and growth can be inclusive of, and focus on, people facing severe and multiple disadvantage.
Friends Provident Foundation - Centre for Local Economic Strategies (CLES) - Activating local alternative economies across the UK
£45,800 10/03/2015
Map and activate alternative local economic activity in 10 UK cities through a series of events aimed at building local resilience coalitions. Each event will result in a publication, microsite, and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-58
  • ANDY DONALD Appointed: 2019, Occupation: Chief Executive
  • HUW THOMAS Appointed: 2022, Occupation: Director Of Finance
Legal constitution
  • Charitable company registered in England & Wales on 27/11/2001, number: 1089503
  • Registered at Companies House on 28/06/2001, number: 04242937
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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; all on time
Main office

52
Oak Street
MANCHESTER
M4 5JA

Objectives

TO EDUCATE THE PUBLIC BY EXCLUSIVELY CHARITABLE MEANS AND IN PARTICULAR TO PROMOTE, ENCOURAGE AND CONDUCT RESEARCH INTO SUBJECTS CONNECTED WITH THE FORMULATION, DIRECTION, ORGANISATION, ADMINISTRATION AND EFFECTS OF ECONOMIC, FISCAL, REGENERATION AND EMPLOYMENT POLICIES AND INITIATIVES IN THE UNITED KINGDOM WHETHER ON A LOCAL, REGIONAL OR NATIONAL LEVEL AND ALL RELATED SUBJECTS AND DISCIPLINES INCLUDING THOSE OF AN INTERNATIONAL CHARACTER AND TO PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH;TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE PUBLIC BENEFIT, IN PARTICULAR BY PROMOTING SUSTAINABLE MEANS OF ACHIEVING LOCAL ECONOMIC GROWTH AND REGENERATION;TO PROMOTE THE EFFECTIVENESS AND EFFICIENCY OF THE CHARITABLE AND VOLUNTARY SECTOR FOR THE PUBLIC BENEFIT, IN PARTICULAR BY PROVIDING ADVICE, INFORMATION, TRAINING AND SEMINARS ON SUBJECTS RELATED TO THE CONTRIBUTION MADE BY THE CHARITABLE AND VOLUNTARY SECTOR TO THE CREATION AND DEVELOPMENT OF LOCAL COMMUNITIES AND PLACES.SUSTAINABLE DEVELOPMENT MEANS “DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS”.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
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