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EPWORTH INVESTMENT FUNDS FOR CHARITIES logo

EPWORTH INVESTMENT FUNDS FOR CHARITIES

#1182845
Trust•Major•Registered
www.epworthinvestment.co.uk

Epworth investment funds for charities is a charity authorised investment fund which is available for investment by charities. The fund currently has six sub funds. Epworth investment management limited is the manager of the fund. More information can be found at the following website: www.Epworthinvestment.Co.Uk.

Registered address

Waystone Management (UK) Ltd, Central Square, 29 Wellington Street, LEEDS, LS1 4DL

Latest HighlightsFY 2024

Income

All sources

£7,742,000
Expenditure

All activities

£542,000
Net Reserves

Unrestricted funds

£0
Total Assets

Gross assets

£305,177,000
Working Capital

Liquidity

£2,581,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
0.0 months
Median: 3.6 monthsBelow typical
Income Growth (1yr)
N/A
Median: 8.2%Unknown
Spending Efficiency
0.0%
Median: 97.2%Below typical
Income Concentration
100.0%
Median: 87.1%Below typical
Fundraising ROI
14.3x
Median: 27.3xAround typical
Income Volatility
N/A
Median: 13.4%Unknown
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
N/A
Median: 8.7%Unknown

Efficiency & Health

Charitable Spending
0%
Fundraising Eff.

% income retained

14.3%
Governance Cost

% of expenditure

0%
Grant Making

% given away

N/A
Debt Ratio

% of assets

1.2%
Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

N/A
Income CAGR (3yr)

Compound growth

N/A
Volatility

Stable

N/A
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

0
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

Yes
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.

Frequently Asked Questions

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