NORTH WEST ANGLIA NHS FOUNDATION TRUST - PETERBOROUGH AND STAMFORD UMBRELLA CHARITABLE FUND logo

NORTH WEST ANGLIA NHS FOUNDATION TRUST - PETERBOROUGH AND STAMFORD UMBRELLA CHARITABLE FUND

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www.NWAngliaHospitalsCharity.org

Any charitable purpose or purposes relating to any ward or department within north west anglia nhs foundation trust

Latest HighlightsFY 2024

Income

All sources

£1,067,765
Expenditure

All activities

£884,317
Net Reserves

Unrestricted funds

£4,961,197
Total Assets

Gross assets

£5,829,358
Working Capital

Liquidity

£1,906,491

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
67.3 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
93.7%
Median: 7.4%Top quartile
Spending Efficiency
99.2%
Median: 97.8%Around typical
Income Concentration
51.3%
Median: 87.9%Top quartile
Fundraising ROI
154.4x
Median: 19.2xTop quartile
Income Volatility
54.8%
Median: 20.6%Below typical
Self-Generated Income
20.5%
Median: 82.9%Below typical
3-Year Income CAGR
7.6%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
99.2%
Fundraising Eff.

% income retained

154.4%
Governance Cost

% of expenditure

17.6%
Grant Making

% given away

0%
Debt Ratio

% of assets

5.4%
Survival Ratio

Months of reserves

67.3 months

Income Profile

Donations & Legacies

% of income

68.1%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 5127

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

93.7%
Income CAGR (3yr)

Compound growth

7.6%
Volatility

High Volatility

54.8%
Reserves Trend

Direction

Stable

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

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

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