What is the financial size of SIR HALLEY STEWART TRUST?

SIR HALLEY STEWART TRUST is classified as a large charity. In the latest financial year, they reported a total income of £1,714,374 and total expenditure of £1,631,629.

How does SIR HALLEY STEWART TRUST allocate its spending?

For every pound spent, approximately 79.2% goes directly to charitable activities. The remaining 20.8% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of SIR HALLEY STEWART TRUST?

SIR HALLEY STEWART TRUST employs 0 staff members and is supported by 0 volunteers.

Does SIR HALLEY STEWART TRUST receive government funding?

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

Does SIR HALLEY STEWART TRUST pay its trustees?

Yes, the latest data indicates that one or more trustees receive payments or personal benefits from the charity.

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SIR HALLEY STEWART TRUST

#208491

Other•Large•Registered

www.sirhalleystewart.org.uk

The trust aims to promote and assist innovative research activities or pioneering developments (within certain priority areas) with a view to making such work self-supporting. It emphasises prevention rather than alleviation of human suffering.Full details of current funding priorities can be found on the trust's website : www.Sirhalleystewart.Org.Uk

Registered address

The Trust Partnership Ltd, 6 Trull Farm Buildings, Trull, TETBURY, GL8 8SQ

Latest HighlightsFY 2025

Income

All sources

£1,714,374

Expenditure

All activities

£1,631,629

Net Reserves

Unrestricted funds

£43,331,148

Total Assets

Gross assets

£44,247,789

Working Capital

Liquidity

£71,543

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

318.7 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

37.6%

Median: 7.4%Top quartile

Spending Efficiency

79.2%

Median: 97.8%Below typical

Income Concentration

100.0%

Median: 87.9%Below typical

Fundraising ROI

5.0x

Median: 19.2xBelow typical

Income Volatility

20.1%

Median: 20.6%Around typical

Self-Generated Income

100.0%

Median: 82.9%Top quartile

3-Year Income CAGR

9.8%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

79.2%

Fundraising Eff.

% income retained

5.0%

Governance Cost

% of expenditure

1.7%

Grant Making

% given away

81.0%

Debt Ratio

% of assets

2.1%

Survival Ratio

Months of reserves

318.7 months

Income Profile

Donations & Legacies

% of income

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

37.6%↑

Income CAGR (3yr)

Compound growth

9.8%

Volatility

Moderate Volatility

20.1%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

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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