BETA CHARITABLE TRUST logo

BETA CHARITABLE TRUST

#1198269
CIOLargeRegistered
www.betacharitabletrust.org

The objectives of the trust are as follows: - advancement of education - preservation of health - relief of poverty, distress, and sickness

Latest HighlightsFY 2025

Income

All sources

£1,681,019
Expenditure

All activities

£1,334,978
Net Reserves

Unrestricted funds

£1,134,824
Total Assets

Gross assets

£3,642,925
Working Capital

Liquidity

£1,063,439

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
10.2 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
-64.6%
Median: 7.4%Below typical
Spending Efficiency
99.3%
Median: 97.8%Around typical
Income Concentration
89.4%
Median: 87.9%Around typical
Fundraising ROI
N/A
Median: 19.2xUnknown
Income Volatility
N/A
Median: 20.6%Unknown
Self-Generated Income
5.6%
Median: 82.9%Below typical
3-Year Income CAGR
N/A
Median: 7.8%Unknown

Efficiency & Health

Charitable Spending
99.3%
Fundraising Eff.

% income retained

N/A
Governance Cost

% of expenditure

0.1%
Grant Making

% given away

0%
Debt Ratio

% of assets

1.0%
Survival Ratio

Months of reserves

10.2 months

Income Profile

Donations & Legacies

% of income

94.4%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 8943

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-64.6%
Income CAGR (3yr)

Compound growth

N/A
Volatility

Stable

N/A
Reserves Trend

Direction

Building

Governance

Employees

Staff count

0
Volunteers

Volunteer count

6
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

Related Charities

Similar charities in Education/training