NATIONAL GROCERS BENEVOLENT FUND
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £4.8 million, driven by a £5.6 million transfer from the Tobacco Trade Charity, while unrestricted funds showed a modest deficit of £0.1 million. Free reserves stood at £11.4 million, which is above the stated policy minimum of £6 million, and the trustees confirmed adequate resources to continue as a going concern.
What the accounts disclose
“There were 10 employees (2024: 9 employees) with emoluments above £60,000 per annum.”
“a minimum level of £6M of reserves is sufficient to cover the current worst-case scenario”
“The Charity has a wholly owned trading subsidiary which is incorporated in the U.K., GroceryAid Trading Limited” — page 9
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (24/08/2022)
- Received assets from another charity (25/03/2022)
- Received assets from another charity (16/08/2013)
Trustees
- Alexander Hodge
- Alison Cheung
- Anthony Lorman
- DAWOOD PERVEZ
- Gareth Francis Helm
- HELEN MARY TUCKER
- Hayley Tatum
- Helen Elizabeth Murray
- Johanna Dickinson
- LORRAINE DENISE HENDLE
- Laia Collazos Amat
- Mark McKenzie
- Richard Crampton
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £27.3m | £22.3m |
| 31/03/2024 | £15.9m | £15.7m |
| 31/03/2023 | £14.6m | £14.4m |
| 31/03/2022 | £12.2m | £12.4m |
| 31/03/2021 | £8.7m | £6.7m |
Common questions
Is NATIONAL GROCERS BENEVOLENT FUND financially healthy?
The accounts state that the charity reported a surplus of £4.8 million, driven by a £5.6 million transfer from the Tobacco Trade Charity, while unrestricted funds showed a modest deficit of £0.1 million. Free reserves stood at £11.4 million, which is above the stated policy minimum of £6 million, and the trustees confirmed adequate resources to continue as a going concern. Its FY2025 accounts were audited by Moore Kingston Smith LLP.
Who funds NATIONAL GROCERS BENEVOLENT FUND?
Funders whose own accounts filings name NATIONAL GROCERS BENEVOLENT FUND as a grant recipient include LEVERHULME TRADE CHARITIES TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| LEVERHULME TRADE CHARITIES TRUST | FY2024 | £1.0m |
| LEVERHULME TRADE CHARITIES TRUST | FY2023 | £1.0m |
| LEVERHULME TRADE CHARITIES TRUST | FY2023 | £467k |
| LEVERHULME TRADE CHARITIES TRUST | FY2022 | £466k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 02/04/2004 | £4k | "This Group Seeks To Actively Involve The Community In Art Which Expresses The Local Culture In Contemporary Ways. The Project Will Extend Th" |