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THE RETREAT LOXWOOD

Registered charity 258850 · accounts filings on the Charity Commission register

We provide sheltered housing for the elderly with priority given to local residents or those who have relatives living locally

Objects

PROVISION OF HOME FOR THE AGED.

Area of benefit: LOXWOOD, NORTHCHAPEL, NORWOOD AND PETWORTH

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Accommodation/housing · Get email alerts

Latest income
£101k
Latest spending
£53k
Registered
1969
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient liquid funds to meet the immediate needs of the Charity (held: £1.2m)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: T (Property) MC Limited
“day to day management has been contractually delegated to T (Property) MC Limited until 31 August 2025”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Corporate structure

T (PROPERTY) MC LTD — per its own Companies House accounts

    Trustees · trustee networks

    Trustee list from the Charity Commission register (current, not historical).

    Operates in: Surrey · West Sussex

    Income and spending

    Financial year endIncomeSpending
    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

    Semantically similar by activities and financial character, from our analysed corpus. Compare with Beaconwild Ltd.

    Side by side with its peers

    CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
    THE RETREAT LOXWOOD£101k—0unclear—no doubt
    Beaconwild Ltd FY2025£2.2m——unclear—no doubt
    THE ABBEYFIELD GREAT MISSENDEN AND DISTRICT SOCIETY FY2025£355k—0unclear—no doubt
    THE ALEXANDRA HOMES FY2025£220k—0unclear—no doubt
    EARLE'S RETREAT FY2025£188k—0above—no doubt
    THE ABBEYFIELD (STREATHAM) SOCIETY LTD FY2025£147k—0above—no doubt

    Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.