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SOUTH WEST LAKES TRUST logo

SOUTH WEST LAKES TRUST

#1079966
Charitable company•Large•Registered
www.swlakestrust.org.uk

The trust has charitable and trading activities, including safeguarding the environment and providing access and recreation for all abilities at its sites in devon cornwall and somerset.Managing public access, education, conservation, forestry and land at 50 sites, 5,000 hectares of land with 2 million visits each year.Wheal martyn is an independant china clay museum near st austell

Areas of operation

CornwallDevonSomerset

Registered address

Roadford Lakeside, Roadford Lake, Broadwoodwidger, Lifton, Devon, PL16 0RL

Latest HighlightsFY 2025

Income

All sources

£5,495,414
Expenditure

All activities

£5,810,586
Net Reserves

Unrestricted funds

£651,216
Total Assets

Gross assets

£5,073,143
Working Capital

Liquidity

£166,868

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
1.3 months
Median: 3.8 monthsAround typical
Income Growth (1yr)
1.1%
Median: 7.4%Around typical
Spending Efficiency
60.6%
Median: 97.8%Below typical
Income Concentration
46.2%
Median: 87.9%Top quartile
Fundraising ROI
2.4x
Median: 19.2xBelow typical
Income Volatility
18.6%
Median: 20.6%Around typical
Self-Generated Income
97.4%
Median: 82.9%Around typical
3-Year Income CAGR
1.1%
Median: 7.8%Below typical

Efficiency & Health

Charitable Spending
60.6%
Fundraising Eff.

% income retained

2.4%
Governance Cost

% of expenditure

0.4%
Grant Making

% given away

0%
Debt Ratio

% of assets

17.4%
Survival Ratio

Months of reserves

1.3 months

Income Profile

Donations & Legacies

% of income

1.4%
Government Reliance

% of income

2.3%
Largest Source

Primary income

Charitable Activities
Diversification

HHI: 4620

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

1.1%↑
Income CAGR (3yr)

Compound growth

1.1%
Volatility

Moderate Volatility

18.6%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

145
Volunteers

Volunteer count

197
Volunteer Ratio

Per staff member

1.4:1
Revenue/Employee

Per head

£37,899
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

0.7%

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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