THE BEIT TRUST logo

THE BEIT TRUST

#232478
OtherLargeRegistered
www.beittrust.org.uk

The trustees' objectives are to provide assistance in the fields of education, health, welfare and the environment strictly within the beneficial area. Individual grants do not normally exceed gbp50,000 and assistance in the field of education is normally restricted to secondary and tertiary education.

Latest HighlightsFY 2024

Income

All sources

£2,794,328
Expenditure

All activities

£3,667,344
Net Reserves

Unrestricted funds

£130,732,149
Total Assets

Gross assets

£131,942,569
Working Capital

Liquidity

£-442,716

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
427.8 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
-7.4%
Median: 7.4%Below typical
Spending Efficiency
89.3%
Median: 97.8%Around typical
Income Concentration
100.0%
Median: 87.9%Below typical
Fundraising ROI
7.1x
Median: 19.2xAround typical
Income Volatility
9.7%
Median: 20.6%Top quartile
Self-Generated Income
100.0%
Median: 82.9%Top quartile
3-Year Income CAGR
4.5%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
89.3%
Fundraising Eff.

% income retained

7.1%
Governance Cost

% of expenditure

6.7%
Grant Making

% given away

75.8%
Debt Ratio

% of assets

0.9%
Survival Ratio

Months of reserves

427.8 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

-7.4%
Income CAGR (3yr)

Compound growth

4.5%
Volatility

Stable

9.7%
Reserves Trend

Direction

Building

Governance

Employees

Staff count

6
Volunteers

Volunteer count

21
Volunteer Ratio

Per staff member

3.5:1
Revenue/Employee

Per head

£465,721
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

33.3%

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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