THE RETREAT LOXWOOD
We provide sheltered housing for the elderly with priority given to local residents or those who have relatives living locally
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds increased to £1,214,708, while endowment funds decreased to £249,942, resulting in total net assets of £1,464,650. The trustees report adequate resources for the foreseeable future and note that most investment income is reinvested to fund planned improvements. No specific reserves policy target is stated, only a general aim to retain sufficient liquid funds.
What the accounts disclose
“The Trustees aim to retain sufficient liquid funds to meet the immediate needs of the Charity whilst allowing the investment portfolio to grow and most of the income from the portfolio is reinvested into the funds and is available to fund planned improvements to the facilities.” — page 4
“day to day management has been contractually delegated to T (Property) MC Limited until 31 August 2025”
Trustees
- Dr NORMAN JONESchair
- Deborah Louise Speirs
- MICHAEL ALEXANDER SLORICK
- RICHARD WINNEY
- Victoria Birse
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £101k | £53k |
| 05/04/2024 | £96k | £68k |
| 05/04/2023 | £80k | £65k |
| 05/04/2022 | £73k | £49k |
| 05/04/2021 | £76k | £46k |
Common questions
Is THE RETREAT LOXWOOD financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds increased to £1,214,708, while endowment funds decreased to £249,942, resulting in total net assets of £1,464,650. The trustees report adequate resources for the foreseeable future and note that most investment income is reinvested to fund planned improvements. No specific reserves policy target is stated, only a general aim to retain sufficient liquid funds. Its FY2025 accounts were independently examined.
Charities like this
- Beaconwild Ltd
- THE ABBEYFIELD GREAT MISSENDEN AND DISTRICT SOCIETY
- THE ALEXANDRA HOMES
- EARLE'S RETREAT
- THE ABBEYFIELD (STREATHAM) SOCIETY LTD
- SYDNEY HOWARD LOVELL MEMORIAL ALMSHOUSES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE RETREAT LOXWOOD | £101k | — | 0 | unclear | — | no doubt |
| Beaconwild Ltd | £2.2m | — | — | unclear | — | no doubt |
| THE ABBEYFIELD GREAT MISSENDEN AND DISTRICT SOCIETY | £355k | — | 0 | unclear | — | no doubt |
| THE ALEXANDRA HOMES | £220k | — | 0 | unclear | — | no doubt |
| EARLE'S RETREAT | £188k | — | 0 | above | — | no doubt |
| THE ABBEYFIELD (STREATHAM) SOCIETY LTD | £147k | — | 0 | above | — | no doubt |