Finance Score: 0

Governance Score: 7

Support Score: 7

No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 14

TRUST LEEDS

Trust Leeds helps people to enterprise their way out of poverty. We do this in two ways: 1) By nurturing a network of Self-Reliant Groups (peer groups where people support each other, save together, build confidence and skills, and grow enterprising ideas). 2) Micro-finance (we invest small ethical loans for business purposes in people who are financially excluded).

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Established: 5 years

http://www.trustleeds.org.uk/

info@trustleeds.org.uk

07842874595

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides other finance
Provides services

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
8 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

Tudor Trust	£92,000
Leeds Community Foundation	£84,132
The Fore	£26,005

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - SRG Minds
£20,000	15/02/2024 11	Grant to Trust Leeds
Leeds Community Foundation - Trust Leeds Digital Heart
£9,300	21/11/2023	Grant to Trust Leeds
Leeds Community Foundation - SRG Minds
£12,122	28/03/2023	Grant to Trust Leeds
Leeds Community Foundation - Supermarket Savers Self-Reliant Group
£18,380	14/03/2023	Grant to Trust Leeds
The Fore - Grant to Trust Leeds
£26,005	12/04/2021 36	Trust Leeds (TL) is a young, ambitious organisation that aims to tackle poverty, financial exclusion and social isolation amongst the most disadvantaged in Leeds by building Self-Reliant Groups ....more Trust Leeds (TL) is a young, ambitious organisation that aims to tackle poverty, financial exclusion and social isolation amongst the most disadvantaged in Leeds by building Self-Reliant Groups (SRGs) and providing microfinance to those in the bottom 20% of the Index of Multiple Deprivation. It follows in the footsteps of the only other SRG/microfinance organisation in the UK, Purple Shoots (PS) in Wales, adapting their model to work on a smaller scale. TL’s microfinance programme is designed to support the businesses emerging from its SRGs as well as the financially excluded in the wider community. With their funding from The Fore, TL aim to be in a position by 2024 to provide finance to the business’ of up to 48 of the most disadvantaged in Leeds every year and for the micro-finance programme to be ‘breaking even’ (with a loan pot of £31,000 and all running costs funded by interest and top slice of capital donations).
Tudor Trust - Grant to Trust Leeds
£2,000	06/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Leeds Community Foundation - Expanding a network of Self-Reliant Groups in Leeds
£24,330	14/08/2020 19	Growing a network of Self Reliance Groups in Leeds, creating a sustainable framework to address loneliness, self-reliance and financial resilience through purposeful friendship groups.
Tudor Trust - Grant to Trust Leeds
£90,000	07/11/2019 36	over three years as core funding for a charity working to set up a network of self reliant groups across Leeds, and ultimately Yorkshire
Leeds Community Foundation - Growing a network of Self-Reliant Groups in Leeds
£25,000	15/11/2018 17	Growing a network of Self Reliance Groups in Leeds, creating a sustainable framework to address loneliness, self-reliance and financial resilience through purposeful friendship groups.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-69

SANDRA NEEDHAM (Chair) Appointed: 2023, Occupation: Retired

YANN NICHOLAS J CHOINIERE Appointed: 2019, Occupation: Solicitor

GARY WILSON-POE Appointed: 2020, Occupation: Relationship Director

NATASHA BABAR-EVANS Appointed: 2021, Occupation: Company Director, Other trusteeship: CHAIN LANE COMMUNITY HUB,

SALLY-ANNE GREENFIELD Appointed: 2018, Occupation: Fundraising And Philanthropy Consultant

CATHERINE GRACE FOLLIN Appointed: 2018, Occupation: Company Director, Other trusteeships: MEANWOOD VALLEY URBAN FARM LIMITED, SOLACE SURVIVING EXILE AND PERSECUTION,

Legal constitution

Charitable company registered in England & Wales on 01/04/2019, number: 1182738
Registered at Companies House on 26/04/2018, number: 11331021

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
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

Filing Record

4 returns made; all on time

Main office

47-49 Austhorpe Road
LEEDS
LS15 8BA

Objectives

THE OBJECTS OF THE CHARITY ARE THE FURTHERANCE OF SUCH CHARITABLE PURPOSES (CHARITABLE UNDER THE LAW OF ENGLAND AND WALES) FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN THE AREA OF BENEFIT IN PARTICULAR BUT NOT LIMITED TO:(A) THE PREVENTION OR RELIEF OF POVERTY;(B) SUPPORTING THE WORK OF CHARITIES OR FURTHERING CHARITABLE PURPOSES WHICH ADVANCE GOOD CITIZENSHIP OR COMMUNITY DEVELOPMENT IN PARTICULAR PROMOTING COMMUNITY CAPACITY BUILDING AND URBAN AND RURAL REGENERATION INCLUDING THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP:(I) IN SETTING UP THEIR OWN BUSINESS; OR(II) TO EXISTING BUSINESSES.(C) THE ADVANCEMENT OF EDUCATION BY PROVIDING SUPPORT TO COMMUNITY GROUPS THAT SEEK TO ADVANCE THE EDUCATION AND SKILLS OF PERSONS AT RISK OF FINANCIAL EXCLUSION AND POVERTY; AND(D) THE RELIEF OF THOSE IN NEED BY REASON OF AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP, UNEMPLOYMENT OR OTHER DISADVANTAGE.

Data Sources