What is the financial size of CALDICOTT TRUST LIMITED?

CALDICOTT TRUST LIMITED is classified as a large charity. In the latest financial year, they reported a total income of £9,321,502 and total expenditure of £7,333,295.

How does CALDICOTT TRUST LIMITED allocate its spending?

For every pound spent, approximately 99.2% goes directly to charitable activities. The remaining 0.8% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.8%).

What is the workforce structure of CALDICOTT TRUST LIMITED?

CALDICOTT TRUST LIMITED employs 149 staff members and is supported by 0 volunteers.

Does CALDICOTT TRUST LIMITED receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does CALDICOTT TRUST LIMITED pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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CALDICOTT TRUST LIMITED

#310631

Charitable company•Large•Registered

http://www.caldicott.com

Educational charity for the education of boys at caldicott school.

Registered address

CROWN LANE, FARNHAM ROYAL, BUCKS, SL2 3SL

Latest HighlightsFY 2024

Income

All sources

£9,321,502

Expenditure

All activities

£7,333,295

Net Reserves

Unrestricted funds

£11,141,588

Total Assets

Gross assets

£15,966,906

Working Capital

Liquidity

£1,817,040

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

18.2 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

38.6%

Median: 7.4%Top quartile

Spending Efficiency

99.2%

Median: 97.8%Around typical

Income Concentration

59.5%

Median: 87.9%Top quartile

Fundraising ROI

152.3x

Median: 19.2xTop quartile

Income Volatility

25.3%

Median: 20.6%Around typical

Self-Generated Income

73.0%

Median: 82.9%Around typical

3-Year Income CAGR

12.4%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

99.2%

Fundraising Eff.

% income retained

152.3%

Governance Cost

% of expenditure

Grant Making

% given away

Debt Ratio

% of assets

30.2%

Survival Ratio

Months of reserves

18.2 months

Income Profile

Donations & Legacies

% of income

26.7%

Government Reliance

% of income

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 5950

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

38.6%↑

Income CAGR (3yr)

Compound growth

12.4%

Volatility

Moderate Volatility

25.3%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

149

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£62,560

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

4.7%

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

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