CCEW Charity Commission profile

LOCAL TRUST

Registered charity 1147511 · organisation 5023941

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
30 May 2012
Removed
Not supplied
Company number supplied
07833396
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,142,000
Latest expenditure
£8,820,000
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Canopi, Unit A, Arc House, 82 Tanner Street, LONDON, SE1 3GN

Website recorded by the regulator: www.localtrust.org.uk (displayed as text)

02 Activities

What the charity does

Local Trust will undertake activities to develop the capacity and skills (including the enterprise skills) of members of socially and economically disadvantaged communities in the United Kingdom in such a way that they are better able to identify, and help meet, their needs as individuals and to improve the communities in which they live.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
22 December 2025
Date Accounts Received
22 December 2025
Total Gross Income
£2,142,000
Total Gross Expenditure
£8,820,000
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
31 January 2025
Date Accounts Received
31 January 2025
Total Gross Income
£2,901,000
Total Gross Expenditure
£17,480,000
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£1,758,000
Total Gross Expenditure
£21,088,000
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
20 January 2023
Date Accounts Received
20 January 2023
Total Gross Income
£556,000
Total Gross Expenditure
£26,201,000
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
31 January 2022
Date Accounts Received
31 January 2022
Total Gross Income
£1,268,000
Total Gross Expenditure
£22,177,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
22 December 2025
Total Gross Income
£2,142,000
Total Gross Expenditure
£8,820,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
7
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
3
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
3
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
1
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
400
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
31 January 2025
Total Gross Income
£2,901,000
Total Gross Expenditure
£17,480,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
2
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
1000
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Total Gross Income
£1,758,000
Total Gross Expenditure
£21,088,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
3
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
1
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
1500
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
20 January 2023
Total Gross Income
£556,000
Total Gross Expenditure
£26,201,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
1
Count Volunteers
1500
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
31 January 2022
Total Gross Income
£1,268,000
Total Gross Expenditure
£22,177,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
2
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
1
Count Salary Band 100001 110000
1
Count Salary Band 130001 140000
1
Count Volunteers
1500

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
22 December 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
269000
Income Investments
1872000
Income Other
1000
Income Total Income And Endowments
2142000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£15,000
Expenditure Charitable Expenditure
£8,805,000
Expenditure Other
0
Expenditure Total
8820000
Expenditure Investment Management
15000
Expenditure Grants Institution
0
Expenditure Governance
212000
Expenditure Support Costs
1947000
Expenditure Depreciation
120000
Gain Loss Investment
-1322000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£32,300
Assets Total Fixed
216000
Assets Own Use
216000
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£24,718,000
Assets Total Liabilities
£8,757,000
Assets Current Investment
23136000
Assets Total Assets And Liabilities
£16,177,000
Creditors One Year Total Current
8757000
Creditors Falling Due After One Year
0
Assets Cash
£1,145,000
Funds Endowment
0
Funds Unrestricted
196000
Funds Restricted
15981000
Funds Total
16177000
Count Employees
62
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
31 January 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2898000
Income Other
3000
Income Total Income And Endowments
2901000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£85,000
Expenditure Charitable Expenditure
£17,395,000
Expenditure Other
0
Expenditure Total
17480000
Expenditure Investment Management
85000
Expenditure Grants Institution
8758
Expenditure Governance
251000
Expenditure Support Costs
2011000
Expenditure Depreciation
172000
Gain Loss Investment
413000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
-2000
Reserves
£31,200
Assets Total Fixed
46343000
Assets Own Use
162000
Assets Long Term Investment
46181000
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,255,000
Assets Total Liabilities
£25,421,000
Assets Current Investment
388000
Assets Total Assets And Liabilities
£24,177,000
Creditors One Year Total Current
22322000
Creditors Falling Due After One Year
3099000
Assets Cash
£1,322,000
Funds Endowment
0
Funds Unrestricted
188000
Funds Restricted
23989000
Funds Total
24177000
Count Employees
63
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
175000
Income Investments
1579000
Income Other
4000
Income Total Income And Endowments
1758000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£124,000
Expenditure Charitable Expenditure
£20,964,000
Expenditure Other
0
Expenditure Total
21088000
Expenditure Investment Management
124000
Expenditure Grants Institution
13566000
Expenditure Governance
305000
Expenditure Support Costs
1832000
Expenditure Depreciation
137000
Gain Loss Investment
778000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£25,000
Assets Total Fixed
69600000
Assets Own Use
295000
Assets Long Term Investment
69305000
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,211,000
Assets Total Liabilities
£33,466,000
Assets Current Investment
380000
Assets Total Assets And Liabilities
£38,345,000
Creditors One Year Total Current
24982000
Creditors Falling Due After One Year
8484000
Assets Cash
£685,000
Funds Endowment
0
Funds Unrestricted
250000
Funds Restricted
38095000
Funds Total
38345000
Count Employees
55
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
20 January 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
295000
Income Investments
256000
Income Other
5000
Income Total Income And Endowments
556000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£122,000
Expenditure Charitable Expenditure
£26,079,000
Expenditure Other
0
Expenditure Total
26201000
Expenditure Investment Management
122000
Expenditure Grants Institution
18956000
Expenditure Governance
266000
Expenditure Support Costs
1581000
Expenditure Depreciation
108000
Gain Loss Investment
-66000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
-2000
Reserves
£25,000
Assets Total Fixed
91138000
Assets Own Use
325000
Assets Long Term Investment
90813000
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,905,000
Assets Total Liabilities
£37,146,000
Assets Current Investment
968000
Assets Total Assets And Liabilities
£56,897,000
Creditors One Year Total Current
24020000
Creditors Falling Due After One Year
13126000
Assets Cash
£1,401,000
Funds Endowment
0
Funds Unrestricted
319000
Funds Restricted
56578000
Funds Total
56897000
Count Employees
50
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
31 January 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
353000
Income Investments
915000
Income Other
0
Income Total Income And Endowments
1268000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£154,000
Expenditure Charitable Expenditure
£22,023,000
Expenditure Other
0
Expenditure Total
22177000
Expenditure Investment Management
154000
Expenditure Grants Institution
15884000
Expenditure Governance
196000
Expenditure Support Costs
1261000
Expenditure Depreciation
75000
Gain Loss Investment
226000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£25,000
Assets Total Fixed
112877000
Assets Own Use
193000
Assets Long Term Investment
112684000
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,475,000
Assets Total Liabilities
£35,742,000
Assets Current Investment
2564000
Assets Total Assets And Liabilities
£82,610,000
Creditors One Year Total Current
28135000
Creditors Falling Due After One Year
7607000
Assets Cash
£1,971,000
Funds Endowment
0
Funds Unrestricted
316000
Funds Restricted
82294000
Funds Total
82610000
Count Employees
41
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
LOCAL TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2012-05-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 03/11/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 19/04/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/10/2014 as amended on 15 Nov 2018 as amended on 11 Nov 2025
Charitable Objects
THE OBJECTS OF THE COMPANY ARE TO UNDERTAKE, DO AND PERFORM ALL THINGS THE COMPANY SHALL CONSIDER EXPEDIENT TO DEVELOP THE CAPACITY AND SKILLS (INCLUDING THE ENTERPRISE SKILLS) OF MEMBERS OF SOCIALLY AND ECONOMICALLY OR SOCIALLY DISADVANTAGED COMMUNITIES IN THE UNITED KINGDOM IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AS INDIVIDUALS AND TO IMPROVE THE COMMUNITIES IN WHICH THEY LIVE, IN PARTICULAR BY (BUT NOT LIMITED TO) LOCAL ACTION PROJECTS, RESEARCH, EVALUATION AND POLICY ANALYSIS, MAKING GRANTS AND SOCIAL INVESTMENTS TO INDIVIDUALS, LOCAL ENTERPRISES AND COMMUNITIES, THEREBY PROMOTING SHORT TERM AND LONG TERM CHANGE AND THE RELIEF OF UNEMPLOYMENT.

10 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Paying staff
Policy Name
Conflicting interests
Policy Name
Complaints handling
Policy Name
Trustee expenses policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Risk management
Policy Name
Investing charity funds policy and procedures
Policy Name
Investment
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures