Finance Score: 3

Governance Score: 6

Support Score: 4

Good reserves management: +3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 13

CLOVERLEAF ADVOCACY 2000 LTD

The provision and promotion of advocacy services to promote the well-being of people who are in need by reason of mental or physical ill-health, disability,learning difficulties,age or otherwise.

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
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 gender

Established: 21 years
(24 years as a company)

www.cloverleaf-advocacy.co.uk

enquiries@cloverleaf-advocacy.co.uk

01924454875

Charity Commission for England and Wales

Tweets

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		£4,249	£4,372	£-123	£0	£1,647	£1,608	4.4	198	25
31/03/22		£4,507	£4,292	£215	£0	£1,770	£1,750	4.9	194	22
31/03/21		£4,200	£3,789	£411	£0	£1,555	£1,531	4.8	177	25
31/03/20		£3,874	£3,600	£274	£0	£1,145	£1,145	3.8	166	35
31/03/19		£3,455	£3,428	£27	£0	£871	£871	3	159	30
31/03/18		£3,652	£3,639	£14	£0	£844	£844	2.8	167	0
31/03/17		£3,865	£3,438	£427	£0	£830	£830	2.9	165	0
31/03/16		£2,937	£3,180	£-243	£0	£403	£403	1.5	133	0
31/03/15		£2,367	£2,298	£69	£2	£646	£646	3.4	106	0
31/03/14		£1,799	£1,792	£7	£2	£576	£576	3.9	79	0
31/03/13		£1,498	£1,480	£18	£2	£569	£569	4.6	71	0
31/03/12		£1,337	£1,323	£14	£4	£551	£551	5	68	0
31/03/11		£1,704	£1,651	£53	£73	£537	£537	3.9	39	0
31/03/10		£1,572	£1,523	£50	£91	£484	£484	3.8	71	0
31/03/09		£1,382	£1,283	£99	£66	£434	£434	4.1	72	0
31/03/08		£1,159	£997	£162	£48	£335	£335	4	72	0
31/03/07		£853	£785	£68	£39	£174	£174	2.7	52	0
31/03/06		£636	£626	£10	£0	£0	£0	n/a	0	0
31/03/05	*	£452	£392	£60	£0	£0	£0	n/a	0	0
31/03/04	*	£436	£426	£10	£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: 19%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.5

Asset Split ?

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

198 employees
25 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.

Major supporters in last 5 years

BBC Children in Need	£94,505
DCMS	£14,020
National Lottery Community Fund	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Speaking Up for Learning Disabilities
£10,000	01/07/2022	The funding will be used to host a conference for the disabled community. The project aims to support people to re-build lost skills and develop new ones team work communication and public speaking.
DCMS - Coronavirus Community Support Fund
£10,000	23/09/2020	"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 ....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."
DCMS - VSCE CMC Fund
£4,020	21/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
BBC Children in Need - Grant to Cloverleaf Advocacy
£94,505	26/06/2019 36	This project will deliver a Young Leaders programme for learning disabled young people in Kirklees, Bradford and Calderdale to give them a voice, develop their self-belief and help them to build ....more This project will deliver a Young Leaders programme for learning disabled young people in Kirklees, Bradford and Calderdale to give them a voice, develop their self-belief and help them to build positive relationships.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-76

CHRISTOPHER SUTHERLAND Appointed: 2008, Occupation: Development Worker

DOROTHY HARDWICK Appointed: 2011, Occupation: Retired

DAVID COLIN FOULDS (Chair) Appointed: 2018, Occupation: Company Director

JASON PAUL ANTHONY HISCOCK Appointed: 2009, Occupation: None

JANE WILSON Appointed: 2014, Occupation: Solicitor

MARK CHAMBERLAIN Appointed: 2013, Occupation: Senior Staff Nurse

NICHOLAS EUGENE WHITTINGHAM Appointed: 2006, Occupation: Manager

PETER ROBERTS Appointed: 2020, Occupation: Consultant

SARAH MITCHELL Appointed: 2003, Occupation: Student

Legal constitution

Charitable company registered in England & Wales on 20/05/2003, number: 1097608
Registered at Companies House on 16/06/1999, number: 03790911

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

20 returns made; AR05: 22 days late, AR04: 90 days late,

Main office

5th Floor
Empire House
Wakefield Road
Dewsbury

Objectives

A) TO PROMOTE THE WELL-BEING OF PEOPLE WHO ARE IN NEED BY REASON OF MENTAL OR PHYSICAL ILL-HEALTH, DISABILITY, LEARNING DIFFICULTIES, AGE, OR OTHERWISE, IN PARTICULAR THROUGH THE PROVISION OF AN ADVOCACY SERVICE TO SUCH PEOPLE, AND BY FACILITATING SELF-ADVOCACY AMONGST PEOPLE, AND BY ENCOURAGING AND FACILITATING THEIR ACCESS TO AND INVOLVEMENT IN THE DELIVERY OF CARE SERVICES;B) TO ADVANCE PUBLIC EDUCATION IN THE EXPERIENCES AND NEEDS OF USERS OF CARE SERVICES.

Defined Area of Benefit:

NOT DEFINED

Data Sources