CENTRE FOR LOCAL ECONOMIC STRATEGIES LIMITED

Charity number: 1089503
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£1,097,648

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Donations and legacies £10.56k
Charitable activities £1.09m
Other trading activities £0
Investments £1.36k
Other £0

Total expenditure:
£1,232,988

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Raising funds £0
Charitable activities £1.23m
Other £0

£0 investments gains (losses)

Total income includes £281,342 from 14 government contract(s) and £3,333 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £1.23m

People

18 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£90k to £100k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 27 November 2001: Standard registration
Organisation type:
Charitable company
Other names:
  • CLES (Working name)
Company number:
04242937 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Carolyn Wilkins OBE Chair 10 June 2022
CHINLEY BUXWORTH & BROWNSIDE COMMUNITY ASSOCIATION
Received: 26 days late
GAVIN LUKE WHITE Trustee 17 September 2025
WITHINGTON CIVIC SOCIETY
Received: On time
HOMES OF HOPE
Received: 11 days late
Caroline Wilson Trustee 11 June 2025
None on record
Geraldine Brown Trustee 11 June 2025
None on record
Naila Wood Trustee 11 June 2025
None on record
Sonia Halliwell Trustee 22 June 2023
None on record
Joe Dromey Trustee 22 June 2023
None on record
Huw Thomas Trustee 10 June 2022
None on record
Rebecca Deegan Trustee 10 June 2022
None on record
David Meller Trustee 31 October 2020
None on record
Paul Dennett Trustee 24 May 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £834.65k £984.62k £1.02m £1.24m £1.10m
Total expenditure £787.67k £923.14k £1.28m £1.11m £1.23m
Income from government contracts £275.69k £405.74k £462.07k £444.81k £281.34k
Income from government grants N/A £7.93k N/A N/A £3.33k
Income - Donations and legacies £0 £0 £0 £0 £10.56k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £800.14k £976.69k £1.02m £1.24m £1.09m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £1.36k
Income - Other £34.51k £7.93k £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £787.67k £923.14k £1.28m £1.11m £1.23m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £16.49k £16.06k £22.71k £39.60k £41.22k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets £7.85k £8.94k £5.68k £3.12k £4.06k
Long-term investments £0 £0 £0 £0 £2
Other assets £688.44k £726.59k £549.07k £690.40k £544.38k
Defined benefit pension scheme asset or liability £0 £0 -£200.00k £0 £0
Total liabilities £293.95k £271.71k £154.94k £365.05k £365.51k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 29 January 2025 On time
Accounts and TAR 30 June 2024 29 January 2025 On time Download Open in new window
Annual return 30 June 2023 04 March 2024 On time
Accounts and TAR 30 June 2023 04 March 2024 On time Download Open in new window
Annual return 30 June 2022 26 April 2023 On time
Accounts and TAR 30 June 2022 26 April 2023 On time Download Open in new window
Annual return 30 June 2021 27 April 2022 On time
Accounts and TAR 30 June 2021 27 April 2022 On time Download Open in new window
Annual return 30 June 2020 28 April 2021 On time
Accounts and TAR 30 June 2020 28 April 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 28/06/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/12/2010 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 13/08/2012

Charitable objects

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”.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNITED KINGDOM

Contact information

Address:
52
Oak Street
MANCHESTER
M4 5JA
Phone:
01618327871
Email:
sarahlonglands@cles.org.uk
Website:

www.cles.org.uk Open in new window