What is the financial size of ORCHARD VALE TRUST LIMITED?

ORCHARD VALE TRUST LIMITED is classified as a large charity. In the latest financial year, they reported a total income of £3,246,296 and total expenditure of £2,909,194.

How does ORCHARD VALE TRUST LIMITED allocate its spending?

For every pound spent, approximately 99.9% goes directly to charitable activities. The remaining 0.1% 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 ORCHARD VALE TRUST LIMITED?

ORCHARD VALE TRUST LIMITED employs 74 staff members and is supported by 1 volunteers.

Does ORCHARD VALE TRUST LIMITED receive government funding?

Yes. Approximately 93.8% of their income comes from government grants or contracts.

Does ORCHARD VALE 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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ORCHARD VALE TRUST LIMITED

#326940

Charitable company•Large•Registered

www.orchardvaletrust.org.uk

The founding and running of homes and services for people with learning disabilities

Registered address

Orchard Vale Trust, East Court, Wookey, WELLS, Somerset, BA5 1AR

Latest HighlightsFY 2025

Income

All sources

£3,246,296

Expenditure

All activities

£2,909,194

Net Reserves

Unrestricted funds

£3,029,932

Total Assets

Gross assets

£3,326,668

Working Capital

Liquidity

£696,700

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

12.5 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

11.7%

Median: 7.4%Around typical

Spending Efficiency

99.9%

Median: 97.8%Around typical

Income Concentration

175.8%

Median: 87.9%Below typical

Fundraising ROI

827.1x

Median: 19.2xTop quartile

Income Volatility

5.9%

Median: 20.6%Top quartile

Self-Generated Income

94.4%

Median: 82.9%Around typical

3-Year Income CAGR

12.8%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

99.9%

Fundraising Eff.

% income retained

827.1%

Governance Cost

% of expenditure

0.3%

Grant Making

% given away

Debt Ratio

% of assets

8.9%

Survival Ratio

Months of reserves

12.5 months

Income Profile

Donations & Legacies

% of income

5.6%

Government Reliance

% of income

93.8%

Largest Source

Primary income

Government

Diversification

HHI: 17579

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

11.7%↑

Income CAGR (3yr)

Compound growth

12.8%

Volatility

Stable

5.9%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0.0:1

Revenue/Employee

Per head

£43,869

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

1.4%

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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