Finance Score: 2

Governance Score: 6

Support Score: 3

Strong growth: +2
No PartB

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

Overall weighted support: +3

Overall GiG Score: 11

THE PRINCIPLE TRUST CHILDRENS CHARITY LTD

The aims and objectives of the Trust are to improve the quality of life for children and their families whom are Underprivileged, Disadvantaged or Disabled. Whether this is caused by social, physical, mental, emotional circumstances , or as a result of extreme poverty. The Trust provides through their five holiday homes, Free Holidays or Respite breaks for the children and families.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

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		£336	£175	£161	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£218	£170	£48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£150	£139	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£177	£136	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£185	£105	£80	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£142	£58	£84	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£76	£85	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£49	£64	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£71	£68	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£43	£20	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£28	£21	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£58	£21	£37	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 14 years

www.theprincipletrust.co.uk

accounts@theprincipletrust.co.uk

08453592833

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Emotional support, counselling or therapy

How it operates

Provides buildings/facilities/open space

Where it operates

Bradford City, City Of Wakefield, East Riding Of Yorkshire, Kirklees, Leeds City, North Yorkshire,

Who it helps

Children/Young People

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
Sir George Martin Trust - Grant to Principle Trust Children's Charity
£2,000	15/03/2023	Core costs for Adult Welfare & Relief of Poverty
The Clothworkers Foundation - Grant to The Principle Trust Children's Charity
£30,000	19/10/2021	purchase and renovations of a building for a charity supporting disadvantaged young people in North Yorkshire
The Foyle Foundation - Small Grants
£5,000	25/04/2019	towards the purchase of an additional holiday home (log cabin) to be used for respite breaks for children with life limiting or life threatening illnesses and their families
Garfield Weston Foundation - Main Grants award
£10,000	24/10/2018	The Log Cabin Appeal
National Lottery Community Fund - Holiday Home number 3 - 2013!
£10,000	30/05/2013 12	This is a project by an incorporated charity in Skipton. The organisation will use the funding to purchase a mobile holiday home with disabled access to be located at Marton Mere near Blackpool. This will enable them to extend the provision of their ....more This is a project by an incorporated charity in Skipton. The organisation will use the funding to purchase a mobile holiday home with disabled access to be located at Marton Mere near Blackpool. This will enable them to extend the provision of their respite holidays for disadvantaged families to include provision for disabled children.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-73

ANDREW MICHAEL DAVIES Appointed: 2018, Occupation: Director

ANN HARDING Appointed: 2020, Occupation: Trustee

CLARE CAMPBELL Appointed: 2010, Occupation: Quality Director

MICHAEL JOHN DAVIES Appointed: 2010, Occupation: Director

SARAH LOUISE BARRACLOUGH Appointed: 2024, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 18/04/2011, number: 1141546
Registered at Companies House on 15/11/2010, number: 07440015

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

12 returns made; AR17: 32 days late, AR16: 155 days late, AR14: 54 days late,

Main office

The Principle Trust Charity
Unit 3C, Enterprise Way
Airedale Business Centre
SKIPTON
North Yorkshire
BD23 2FJ

Objectives

THE PREVENTION OR RELIEF OF POVERTY IN YORKSHIRE BY PROVIDING GRANTS OR ITEMS OR SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES OR OTHER ORGANIZATIONS WORKING TO PREVENT OR RELIEVE POVERTY.THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE.

Defined Area of Benefit:

YORKSHIRE

Data Sources

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