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Data for financial year ending 30 April 2019

Retail Trust

  • Income

    £9.0M

  • Spending

    £8.5M

  • Status

    Up-to-date

Charity no. 1090136 Company no. 04254201

Contact details

Public address

  • Marshall Hall, Marshall Estate, Hammers Lane, London, NW7 4DQ

Aims & activities

Retail Trust is the charity for all people working and retired from retail. Its charitable activities are: - a confidential Helpline which provides counselling, legal and debt advice - Charitable Services with access to financial grants; - Wellbeing Programme; - Supported Living and Care Services for retired employees; and - other services such as education.

What the charity does

  • Education/training
  • The prevention or relief of poverty
  • Accommodation/housing
  • Other charitable purposes

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • Other defined groups

How the charity works

  • Makes grants to individuals
  • Provides buildings/facilities/open space
  • Provides services
  • Provides advocacy/advice/information

Income and Endowments:

£9.0M

* £34.9K investment gains(losses)

Expenditure:

£8.5M

Assets and liabilities

  • £33.9M Own use assets
  • £1.9M Long term investments
  • £-1.2M Defined benefit pension scheme asset or liability
  • £3.8M Other assets
  • £5.5M Total liabilities
Financial history
Compliance history

Fundraising

Raises funds from the Public

Trading

This charity has one or more trading subsidiaries

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

93%
79%
6%

Charitable objects

3.1 THE CHARITY SHALL OPERATE FOR THE PUBLIC BENEFIT IN PURSUANCE OF THE FOLLOWING CHARITABLE OBJECTS: 3.1.1 TO SUPPORT INDIVIDUALS WHO ARE OR HAVE BEEN IN EMPLOYMENT WITHIN THE RETAIL AND ASSOCIATED SECTORS IN NEED BECAUSE OF YOUTH, AGE, ILL-HEALTH, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE, IN PARTICULAR BY: 3.1.1.1 THE PROVISION OF WELLBEING SERVICES, FOR EXAMPLE COUNSELLING, COGNITIVE BEHAVIOURAL THERAPY AND CRITICAL INCIDENT SUPPORT; 3.1.1.2 THE PROVISION OF ADVICE AND ASSISTANCE, PARTICULARLY TO INDIVIDUALS WHO WOULD OTHERWISE BE UNABLE TO OBTAIN SUCH ADVICE; 3.1.1.3 THE PROVISION OF SPECIALLY DESIGNED OR ADAPTED HOUSING AND ITEMS, SERVICES AND FACILITIES CALCULATED TO RELIEVE THE NEEDS OF BENEFICIARIES; AND 3.1.1.4 THE PROVISION OF GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE FINANCIAL HARDSHIP OR DISTRESS; 3.1.2 TO ADVANCE AWARENESS AND UNDERSTANDING, SOCIAL INCLUSION AND MOBILITY OF INDIVIDUALS, IN THE RETAIL AND ASSOCIATED SECTORS BY PROVIDING FINANCIAL ASSISTANCE THROUGH EDUCATIONAL GRANTS AND BURSARIES, ADVICE AND ASSISTANCE AND ORGANISING EDUCATIONAL PROGRAMMES AND OTHER ACTIVITIES TO DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO GAIN EMPLOYMENT IN THE RETAIL SECTOR; AND 3.1.3 TO FURTHER SUCH OTHER PURPOSES WHICH MAY BE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND THE LAW OF SCOTLAND IN CONNECTION WITH THE RETAIL AND ASSOCIATED SECTORS IN THE UNITED KINGDOM AS THE DIRECTORS SEE FIT FROM TIME TO TIME BY THE PROVISION OF FINANCIAL AND OTHER SUPPORT.

Governing document

MEMORANDUM AND ARTICLES INCORPORATED 17/07/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/03/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/10/2005 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/01/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/10/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/05/2008 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 08/09/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/05/2011 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 12 OCT 2017

Organisation type

Standard registration

Other Regulators

Homes England

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 15 Trustees
  • 73 Employees
  • 12 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Sally Hopson None on record
Nigel Duxbury None on record
Lindsay Page None on record
Helena Feltham None on record
Brian Small None on record
Simon Richard Ledsham None on record
Maria Philomena Thompson None on record
Amanda Cox None on record
David Mccorquodale None on record
Gita North Catch 22 Charity Limited Out-of-date
Alistair Mcgeorge (Chair) None on record
Lesley Margaret Exley None on record
Karen Mccormick None on record
Tim Seal None on record
Michael Francis Logue None on record

Areas of operation

List of regions

  • Scotland