LW

LF WAVERTON CHARITY FUND

#1182901
TrustLargeRegistered

The charity is a caif investment vehicle that is invested in by eligible charities

Registered address

Waystone, 125 Wood Street, LONDON, EC2V 7AN

Latest HighlightsFY 2024

Income

All sources

£1,893,000
Expenditure

All activities

£522,000
Net Reserves

Unrestricted funds

£0
Total Assets

Gross assets

£88,430,000
Working Capital

Liquidity

£5,018,000

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
0.0 months
Median: 3.8 monthsBelow typical
Income Growth (1yr)
12.1%
Median: 7.4%Around typical
Spending Efficiency
0.0%
Median: 97.8%Below typical
Income Concentration
100.0%
Median: 87.9%Below typical
Fundraising ROI
N/A
Median: 19.2xUnknown
Income Volatility
122.6%
Median: 20.6%Below typical
Self-Generated Income
100.0%
Median: 82.9%Top quartile
3-Year Income CAGR
95.6%
Median: 7.8%Top quartile

Efficiency & Health

Charitable Spending
0%
Fundraising Eff.

% income retained

N/A
Governance Cost

% of expenditure

0%
Grant Making

% given away

N/A
Debt Ratio

% of assets

0%
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

12.1%
Income CAGR (3yr)

Compound growth

95.6%
Volatility

High Volatility

122.6%
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.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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