THE INSTITUTE OF GROCERY DISTRIBUTION

Charity number: 309939
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

IGD is an education and training charity for the food and grocery industry undertaking research for the benefit of the public. We develop people working in or looking to join the industry. We create a secure and sustainable public benefit through publicly sharing best practice and other research on the food industry.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£18,567,675

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Donations and legacies £0
Charitable activities £0
Other trading activities £18.48m
Investments £92.47k
Other £0

Total expenditure:
£19,215,810

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Raising funds £13.47m
Charitable activities £5.75m
Other £0

£596,205 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £13.47m
Charitable expenditure £5.75m

People

178 Employee(s)

9 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 14
£70k to £80k 11
£80k to £90k 12
£90k to £100k 6
£100k to £110k 4
£110k to £120k 3
£130k to £140k 1
£150k to £200k 5
£200k to £250k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 09 April 1965: Standard registration
  • 28 September 2010: Removed (Funds spent (by trustees))
Organisation type:
Charitable company
Other names:
  • I G D (Working name)
Company number:
00105680 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Heather Thomas Trustee 05 March 2025
None on record
Claire Davies Trustee 17 June 2024
None on record
Alessandra Laraud Trustee 13 February 2024
None on record
Matt Lee Trustee 15 November 2023
None on record
Natasha Alexandra Rice Trustee 27 September 2023
None on record
Ruth Anne Elizabeth McDonald Trustee 29 June 2022
None on record
Afshin Amirahmadi Trustee 14 February 2022
None on record
Richard Sharp Trustee 30 June 2021
None on record
Colin James Wright Moss Trustee 28 February 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £17.20m £13.26m £15.59m £16.52m £18.57m
Total expenditure £16.62m £13.48m £14.66m £16.68m £19.22m
Income from government contracts £55.00k N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £17.14m £13.11m £15.59m £16.50m £18.48m
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £60.24k £36.24k £1.48k £18.15k £92.47k
Income - Other £0 £114.62k £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.89m £3.61m £4.09m £5.13m £5.75m
Expenditure - Raising funds £12.72m £9.87m £10.57m £11.55m £13.47m
Expenditure - Governance £154.67k £58.87k £71.43k £0 £55.75k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £2.63m £2.37m £2.59m £2.55m £2.44m
Long-term investments £0 £0 £4.01m £7.68m £9.27m
Other assets £15.58m £15.53m £12.99m £8.42m £7.12m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.71m £7.63m £8.34m £7.84m £8.07m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 17 October 2024 On Time
Accounts and TAR 31 December 2023 17 October 2024 On Time Download Open in new window
Annual return 31 December 2022 09 August 2023 On Time
Accounts and TAR 31 December 2022 22 August 2023 On Time Download Open in new window
Annual return 31 December 2021 24 August 2022 On Time
Accounts and TAR 31 December 2021 24 August 2022 On Time Download Open in new window
Annual return 31 December 2020 19 October 2021 On Time
Accounts and TAR 31 December 2020 19 October 2021 On Time Download Open in new window
Annual return 31 December 2019 19 October 2020 On Time
Accounts and TAR 31 December 2019 19 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 1 NOVEMBER 1909, AS AMENDED BY SPECIAL RESOLUTIONS DATED 26 OCTOBER 1971, 6 JANUARY 1972, 29 JUNE 1978, 6 MAY 1987, 29 MAY 1997 AND 28 MAY 1998 as amended on 29 Jun 2011 as amended on 13 Sep 2019

Charitable objects

The objects of the Charity (the “Objects”) are: a) To promote education and training and more particularly industrial and technical education and training in knowledge required for persons working in the food industry but so that the educational and training facilities shall not be restricted to persons who are or who intend to become members of the Institute or other like body or to persons who are employed by or intend to be employed by particular firms or groups of firms; and b) To promote, foster and develop in such ways as are exclusively charitable the general advancement and application of science, technology and economics by all appropriate means relative to all aspects of the food industry and to support, conduct, assist and promote research, investigation and experimental works in relation thereto and to publish the results thereof. The expression “the food industry” means primarily the trade of manufacture, distribution and sale of food and drink both retail and wholesale but shall include also such ancillary trades or activities relating to manufacture, distribution and sale of food and drink products generally or of particular non-food products as are likely to concern such trade.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 309939-10 ARTHUR AND GEORGE WILLIAMS MEMORIAL PRIZE
Governing document
TRUST DEED DATED 18 NOVEMBER 1957
Charitable objects
TO PROVIDE A PRIZE FO THE MANCHESTER STUDENT WHO SHALL ACHIEVE THE HIGHEST MARKS INTHE INTERMEDIATE EXAMINATION OF THE INSTITUTE OF GROCERY DISTRIBUTION OR SUCH OTHER EXAMANINATION AS THE COUNCIL OF THE INSTITUTE SHALL DETERMINE
Area of benefit
MANCHESTER
Registration history
  • 09 April 1965 : Standard registration
  • 28 September 2010 : Removed

Contact information

Address:
INSTITUTE OF GROCERY DISTRIBUTION
GRANGE LANE
LETCHMORE HEATH
WATFORD
WD25 8GD
Phone:
01923857141
Email:
company.secretary@igd.com
Website:

www.igd.com Open in new window