Finance Score: -5

Governance Score: 3

Support Score: 5

Volatile income & significant deficit in latest year: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Multiple returns filed late: -3

Overall weighted support: +5

Overall GiG Score: 3

DUDLEY ADVOCACY LIMITED

To support vulnerable people in Dudley to be able make choices and decisions which affect their lives.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Income has been volatile recently and was significantly lower than spending in the latest year
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£44	£118	£-74	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£342	£331	£11	n/a	n/a	n/a	n/a	n/a	n/a
?31/03/21		£343	£223	£120	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£299	£298	£1	n/a	n/a	n/a	n/a	n/a	n/a
?31/03/19	*	£293	£270	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£318	£267	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£291	£252	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£269	£245	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£163	£208	£-45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£182	£219	£-36	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£235	£250	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£234	£260	£-26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£229	£234	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£311	£199	£112	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£201	£189	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£204	£189	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£149	£141	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£160	£165	£-5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 19 years

www.dudleyadvocacy.org

info@dudleyadvocacy.org

01384456877

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes

GiG Classification

Provides financial or material assistance

How it operates

Provides human resources

Where it operates

Throughout England,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Tudor Trust - Grant to Dudley Advocacy
£66,000	19/02/2021 24	over two years as continuation funding towards salaries at a parent advocacy service supporting parents with learning disabilities in Dudley
Tudor Trust - Grant to Dudley Advocacy
£2,000	11/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
DCMS - Coronavirus Community Support Fund
£30,411	11/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Garfield Weston Foundation - Main Grants award
£6,500	05/06/2018	WCA 2018-2019 winner
Tudor Trust - Grant to Dudley Advocacy
£150,000	10/05/2018 36	over three years towards salaries and running costs of the parent advocacy service, supporting parents with learning disabilities in Dudley
Lloyds Bank Foundation - Grant to Dudley Advocacy
£10,930	15/03/2017 12	Request for an external consultant to support the Chief Officer to review the organisation structure, produce a new business plan and improve their income sourcing.
National Lottery Community Fund - Advocacy Extra
£296,892	26/01/2015 36	Not Available
Lloyds Bank Foundation - Grant to Dudley Advocacy
£36,100	29/10/2012	the salary of a Parent Advocate and running costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 32-71

AMY WILLIAMS Appointed: 2022, Occupation: Social Worker

JADWIGA SHIELS Appointed: 2012, Occupation: Retired Social Worker

JAMES TURLEY Appointed: 2007, Occupation: Decorator Builder

JATINDER JANDHU Appointed: 2018, Occupation: Civil Servant

KEVIN DREW Appointed: 2008, Occupation: Unemployed

STACEY NAYLOR Appointed: 2023, Occupation: Sports Therapist

Legal constitution

Charitable company registered in England & Wales on 07/06/2005, number: 1109897
Registered at Companies House on 07/02/2005, number: 05354254

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds policy and procedures
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
Volunteer management

Filing Record

18 returns made; AR23: 44 days late, AR20: 8 days late, AR19: 13 days late, AR11: 121 days late, AR10: 45 days late,

Main office

The Savoy Centre
Northfield Rd
Netherton
Dudley
WEST MIDLANDS

Objectives

TO RELIEVE PERSONS WHO ARE IN NEED BY REASON OF THEIR LEARNING DIFFICULTY, PHYSICAL DISABILITY, MENTAL ILLNESS OR WHO ARE AGED IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF AN ADVOCACY SERVICE WHICH WILL DIRECTLY RELIEVE THE NEED OF THE BENEFICIARIES.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WEST MIDLANDS.

Data Sources

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