skip to main content

Beta This is a prototype - your feedback will help us improve it

up-to-date

Data for financial year ending 31 December 2017

The Licensed Trade Charity

  • Income

    £23.1M

  • Spending

    £23.0M

  • Status

    Up-to-date

Charity no. 230011

Contact details

Public address

  • Heatherley, London Road, Ascot, Berks, SL5 8DR

Aims & activities

The Charity assists those working in:those who have worked in or have retired from the licensed drinks trade in the following areas: (a)those who are sick ,infirm or distressed; (b) in the case of financial hardship and (c) the relief of ills consequent of old age The Charity through its schools educates the children from the general public but with preference to those working in the trade.

What the charity does

  • General charitable purposes
  • Education/training
  • The advancement of health or saving of lives
  • Disability
  • The prevention or relief of poverty
  • Accommodation/housing

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities

How the charity works

  • Makes grants to individuals
  • Makes grants to organisations

Income and Endowments:

£23.1M

* £1.4M investment gains(losses)

Expenditure:

£23.0M

Assets and liabilities

  • £33.2M Own use assets
  • £43.3M Long term investments
  • £-1.2M Defined benefit pension scheme asset or liability
  • £6.5M Other assets
  • £15.4M 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

99%
96%
0%

Charitable objects

5. THE PROPERTY OF THE CHARITY SHALL BE APPLIED FOR: 5.1 THE PUBLIC BENEFIT, THE RELIEF OF POVERTY TO THE FOLLOWING CLASSES OF BENEFICIARIES IN DESCENDING ORDER OF PRIORITY: (A) LICENSED VICTUALLERS; (B) THE FAMILIES OF LICENSED VICTUALLERS; (C) THE FAMILIES OF DECEASED LICENSED VICTUALLERS; (D) THOSE WORKING IN THE LICENSED DRINKS INDUSTRY; (E) THE FAMILIES OF THOSE WORKING IN THE LICENSED DRINKS INDUSTRY; (F) THE FAMILIES OF DECEASED PERSONS PREVIOUSLY WORKING IN THE LICENSED DRINKS INDUSTRY. 5.2 THE PUBLIC BENEFIT, THE RELIEF OF SICKNESS AND THE RELIEF OF ELDERLY PEOPLE IN NEED INCLUDING BY THE PROVISION OF SHELTERED HOUSING FACILITIES, CONVALESCENT TREATMENT RETIREMENT HOMES, NURSING HOMES AND HEALTH CARE BUT WITH A RIGHT FOR THE CHARITY TO GIVE PREFERENCE TO THE FOLLOWING CLASSES OF BENEFICIARIES IN DESCENDING ORDER OF PRIORITY: (A) LICENSED VICTUALLERS (B) THE FAMILIES OF LICENSED VICTUALLERS (C) THE FAMILIES OF DECEASED LICENSED VICTUALLERS (D) THOSE WORKING IN THE LICENSED DRINKS INDUSTRY (E) THE FAMILIES OF THOSE WORKING IN THE LICENSED DRINKS INDUSTRY (F) THE FAMILIES OF DECEASED PERSONS PREVIOUSLY WORKING IN THE LICENSED DRINKS INDUSTRY. 5.3 FOR THE PUBLIC BENEFIT, TO PROMOTE THE EDUCATION OF PEOPLE IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY THE PROVISIONS OF SCHOOLS AND TRAINING COURSES, BUT WITH THE RIGHT FOR THE CHARITY TO GIVE PREFERENCE TO THE FOLLOWING CLASSES OF BENEFICIARIES IN DESCENDING ORDER OF PRIORITY: (A) THE OFFSPRING OF DISTRESSED OR IMPOVERISHED LICENSED VICTUALLERS (B) DISTRESSED OR IMPOVERISHED LICENSED VICTUALLERS (C) THE OFFSPRING OF DISTRESSED OR IMPOVERISHED FAMILIES OF DECEASED LICENSED VICTUALLERS (D) THE OFFSPRING OF DISTRESSED OR IMPOVERISHED PERSONS WORKING OR PREVIOUSLY WORKING IN THE LICENSED DRINKS INDUSTRY (E) DISTRESSED OR IMPOVERISHED PERSONS WORKING OR PREVIOUSLY WORKING IN THE LICENSED DRINKS INDUSTRY (F) THE OFFSPRING OF DISTRESSED OR IMPOVERISHED FAMILIES OF DECEASED PERSONS PREVIOUSLY WORKING IN THE LICENSED DRINKS INDUSTRY. 6. THE CHARITY SHALL HAVE FULL POWER TO PROVIDE FINANCIAL ASSISTANCE FOR FEES AND OTHER PAYMENTS ONLY TO THOSE FALLING WITHIN THE CLASSES OF BENEFICIARIES REFERRED TO IN CLAUSES 3 (2) (A) TO (F) ABOVE AND 3(3) (A) TO (F) ABOVE.

Governing document

ROYAL CHARTER GRANTED 03 MAY 1836 AS AMENDED BY SUPPLEMENTAL CHARTER DATED 29 JUN 2012 AS AMENDED BY ORDER IN COUNCIL DATED 08 FEB 2018

Organisation type

Standard registration

Other Regulators

FINANCIAL CONDUCT AUTHORITY
Financial Conduct Authority
OFSTED
Ofsted (Office For Standards In Education)

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. Some or all of this land or property must be used for the charity’s purposes.

  • 15 Trustees
  • 379 Employees
  • 52 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Anita Adams None on record
Mrs A King None on record
Jeff Booth None on record
Anthony Mears Cbii None on record
Ian Inder None on record
Pauline Ross None on record
William Boulter (Chair) None on record
Patrick Duddy None on record
Peter Raynsford None on record
Paul Wigham None on record
Jeremy Phillips None on record
Toby Brett None on record
Tracy Bird None on record
Gerry Cleary None on record
Michael John Hill None on record

Areas of operation

List of regions

  • Throughout England And Wales