What is the financial size of RETAIL TRUST?

RETAIL TRUST is classified as a major charity. In the latest financial year, they reported a total income of £11,122,814 and total expenditure of £13,649,272.

How does RETAIL TRUST allocate its spending?

For every pound spent, approximately 88.1% goes directly to charitable activities. The remaining 11.9% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.2%).

What is the workforce structure of RETAIL TRUST?

RETAIL TRUST employs 124 staff members and is supported by 0 volunteers.

Does RETAIL TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does RETAIL TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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RETAIL TRUST

#1090136

Charitable company•Major•Registered

www.retailtrust.org.uk

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.

Registered address

Form Rooms, 2nd Floor, 22 Tower Street, LONDON

Latest HighlightsFY 2024

Income

All sources

£11,122,814

Expenditure

All activities

£13,649,272

Net Reserves

Unrestricted funds

£34,830,787

Total Assets

Gross assets

£47,533,293

Working Capital

Liquidity

£-370,825

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

30.6 months

Median: 3.6 monthsTop quartile

Income Growth (1yr)

-12.1%

Median: 8.2%Below typical

Spending Efficiency

88.1%

Median: 97.2%Around typical

Income Concentration

51.6%

Median: 87.1%Top quartile

Fundraising ROI

6.9x

Median: 27.3xAround typical

Income Volatility

19.4%

Median: 13.4%Around typical

Self-Generated Income

98.0%

Median: 92.1%Around typical

3-Year Income CAGR

9.3%

Median: 8.7%Around typical

Efficiency & Health

Charitable Spending

88.1%

Fundraising Eff.

% income retained

6.9%

Governance Cost

% of expenditure

Grant Making

% given away

Debt Ratio

% of assets

25.8%

Survival Ratio

Months of reserves

30.6 months

Income Profile

Donations & Legacies

% of income

2.0%

Government Reliance

% of income

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 5161

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-12.1%↓

Income CAGR (3yr)

Compound growth

9.3%

Volatility

Moderate Volatility

19.4%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

124

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£89,700

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

11.3%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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