Finance Score: 4

Governance Score: 0

Support Score: 3

Liabilities <10%: +3
Reasonable growth: +1

Good trustee age range: +3
Static board: -3

Grant maker support: +3

Overall GiG Score: 7

SOUTH LEEDS ALTERNATIVE TRADING ENTERPRISE LIMITED

The aim of SLATE is to run charity activities in inner city south Leeds for the social, environmental and economic benefit of the people of the area and of providing work opportunities for people with learning disabilities.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Established: 12 years
(16 years as a company)

www.slateleeds.co.uk

info@slateleeds.co.uk

01132704005

Charity Commission for England and Wales

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
31/03/23	£772	£683	£89	£0	£519	£519	9.1	21	60
31/03/22	£667	£620	£47	£0	£429	£428	8.3	21	50
31/03/21	£721	£539	£183	£0	£383	£23	0.5	22	50
31/03/20	£601	£575	£25	£0	£200	£200	4.2	22	50
31/03/19	£592	£504	£89	£0	£175	£158	3.8	20	45
31/03/18	£445	£453	£-9	£0	£0	£0	n/a	0	0
31/03/17	£414	£433	£-19	£0	£0	£0	n/a	0	0
31/03/16	£353	£394	£-42	£0	£0	£0	n/a	0	0
31/03/15	£344	£313	£31	£0	£0	£0	n/a	0	0
31/03/14	£391	£307	£83	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.1 months
Net Current Assets/Spending: 9 months
Quick Ratio: 50.7

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Environment/Conservation/Heritage

How it operates

Provides services

Where it operates

Leeds City,

Who it helps

People With Disabilities

Who works here?

21 employees
60 volunteers

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.

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - Digital Access for people with LD in the workplace
£9,300	21/11/2023	Grant to South Leeds Alternative Trading Enterprise Ltd (SLATE)
Sir George Martin Trust - Grant to SLATE
£2,500	29/06/2018	Capital costs for Adult Welfare & Relief of Poverty
Sir George Martin Trust - Grant to SLATE
£2,500	29/06/2018	Capital costs for Adult Welfare & Relief of Poverty
Leeds Community Foundation - Training and Impact Centre
£20,000	07/06/2018 21	Through the creation of a new Impact and Training Centre at our Balm Road site we wish to increase the capacity of our programme to provide more quality alternative placements to volunteers with ....more Through the creation of a new Impact and Training Centre at our Balm Road site we wish to increase the capacity of our programme to provide more quality alternative placements to volunteers with learning disabilities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 45-69

ALEX CHEUNG Appointed: 2018, Occupation: Manager

JUDE MCCARTHY Appointed: 2012, Occupation: Manager

KEITH GARRARD Appointed: 2014, Occupation: Business Director - Retail

ALISON JANE WARD Appointed: 2018, Occupation: General Manager, Other trusteeship: REUSE NETWORK LTD.,

ED CARLISLE Appointed: 2015, Occupation: Community Worker, Other trusteeship: FAITH TOGETHER IN LEEDS 11,

Legal constitution

Charitable company registered in England & Wales on 11/10/2012, number: 1149293
Registered at Companies House on 09/10/2007, number: 06394383

Gift Aid

Registered with HMRC for Gift Aid

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
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

10 returns made; all on time

Main office

Unit 1 Balm Road Industrial Park
LEEDS
LS10 2BG

Objectives

(1) TO FURTHER SUCH CHARITABLE PURPOSES FALLING WITHIN THE DESCRIPTION OF CHARITABLE PURPOSES (SET OUT IN S. 3(1)(E) OF THE CHARITIES ACT 2011) BEING THE ADVANCEMENT OF CITIZENSHIP OR COMMUNITY DEVELOPMENT – CHARITABLE PURPOSES THAT FALL WITHIN THIS DESCRIPTION BEING:• THE PROMOTION OF GOOD CITIZENSHIP AND CIVIC RESPONSIBILITY; • THE PROMOTION OF URBAN AND RURAL REGENERATION; • THE PROMOTION OF VOLUNTEERING FOR THE PUBLIC BENEFIT WHERE TO DO SO FURTHERS CHARITABLE PURPOSES FALLING WITHIN THE DESCRIPTIONS OF PURPOSES SET OUT IN S. 3 OF THE CHARITIES ACT 2011; • THE PROMOTION OF THE VOLUNTARY SECTOR FOR THE PUBLIC BENEFIT; • PROMOTING THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND THE EFFECTIVE USE OF CHARITABLE RESOURCES; • THE PROMOTION OF COMMUNITY CAPACITY BUILDING; AND BY• PROMOTING OR ADVANCING EXCLUSIVELY CHARITABLE PURPOSES OF CHARITIES CONCERNED WITH SOCIAL INVESTMENT. (2) TO ADVANCE EDUCATION AND TRAINING FOR THE PUBLIC BENEFIT. (3) TO RELIEVE THOSE IN NEED AND TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY – “SOCIAL EXCLUDED” MEANS “BEING EXCLUDED FROM SOCIETY, OR PART OF SOCIETY, AS A RESULT OF BEING A MEMBER OF A SOCIALLY AND ECONOMICALLY DEPRIVED COMMUNITY – BY UNDERTAKING CHARITABLE ACTIVITIES WHICH ASSIST THOSE BY REASON OF THEIR AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE. (4) TO PROTECT AND PRESERVE THE ENVIRONMENT FOR THE PUBLIC BENEFIT BY THE PROMOTION OF WASTE REDUCTION, REFUSE RECLAMATION, RECYCLING, THE RE-USE AND REPAIR OF RECYCLED PRODUCTS AND THE USE OF SURPLUS.(5) TO FURTHER SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY DETERMINE FROM TIME TO TIME. THE AIM BEING TO ADDRESS THE WELL-BEING OF SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES IN LEEDS CITY. “WELLBEING” SHALL MEAN ENSURING THE BASIC NEEDS OF INDIVIDUALS AND THE COMMUNITY ARE MET IN RELATION TO HEALTH, EDUCATION, FINANCIAL SECURITY, EMPLOYMENT, THE BUILT ENVIRONMENT AND ACCESS TO PUBLIC SERVICES, AMENITIES AND RECREATION FACILITIES.”

Defined Area of Benefit:

LEEDS CITY

Data Sources