TE

THE ELIZABETHAN TRUST

#507950
TrustLargeRegistered

Raising the quality and extending the scope of education available to young persons and supporting the objectives of oakham school

Areas of operation

Registered address

OAKHAM SCHOOL, CHAPEL CLOSE, MARKET PLACE, OAKHAM, LE15 6DT

Latest HighlightsFY 2024

Income

All sources

£4,148,033
Expenditure

All activities

£234,293
Net Reserves

Unrestricted funds

£7,056,101
Total Assets

Gross assets

£10,047,744
Working Capital

Liquidity

£4,682,567

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
361.4 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
N/A
Median: 7.4%Unknown
Spending Efficiency
100.0%
Median: 97.8%Around typical
Income Concentration
93.1%
Median: 87.9%Around typical
Fundraising ROI
N/A
Median: 19.2xUnknown
Income Volatility
N/A
Median: 20.6%Unknown
Self-Generated Income
3.6%
Median: 82.9%Below typical
3-Year Income CAGR
N/A
Median: 7.8%Unknown

Efficiency & Health

Charitable Spending
100%
Fundraising Eff.

% income retained

N/A
Governance Cost

% of expenditure

2.7%
Grant Making

% given away

97.3%
Debt Ratio

% of assets

0.1%
Survival Ratio

Months of reserves

361.4 months

Income Profile

Donations & Legacies

% of income

96.4%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 9312

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

N/A
Income CAGR (3yr)

Compound growth

N/A
Volatility

Stable

N/A
Reserves Trend

Direction

Depleting

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.

Frequently Asked Questions

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