THE HARTLEY TRUST
#226021Management of almshouses
Who they help
Areas of operation
Registered address
James Cowper Llp, Mill House, Overbridge Square, Hambridge Lane, NEWBURY, RG14 5UX
Latest HighlightsFY 2024
Income
All sources
£2,709,329
Expenditure
All activities
£2,093,748
Net Reserves
Unrestricted funds
£55,676,048
Total Assets
Gross assets
£59,865,027
Working Capital
Liquidity
£1,006,147
Benchmark Performance
Comparing against 8,683 similar large charities
Compare vs:
Reserve Runway
319.1 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
40.6%
Median: 7.4%Top quartile
Spending Efficiency
55.1%
Median: 97.8%Below typical
Income Concentration
42.6%
Median: 87.9%Top quartile
Fundraising ROI
6.0x
Median: 19.2xAround typical
Income Volatility
20.8%
Median: 20.6%Around typical
Self-Generated Income
99.8%
Median: 82.9%Top quartile
3-Year Income CAGR
11.0%
Median: 7.8%Around typical
Efficiency & Health
Charitable Spending
55.1%
Fundraising Eff.
% income retained
6.0%
Governance Cost
% of expenditure
1.6%
Grant Making
% given away
0%
Debt Ratio
% of assets
7.0%
Survival Ratio
Months of reserves
319.1 months
Income Profile
Donations & Legacies
% of income
0%
Government Reliance
% of income
0%
Largest Source
Primary income
Investments
Diversification
HHI: 4262
Moderately Concentrated
Trends
Income Growth (1yr)
Year over Year
40.6%↑
Income CAGR (3yr)
Compound growth
11.0%
Volatility
Moderate Volatility
20.8%
Reserves Trend
Direction
Stable
Governance
Employees
Staff count
9
Volunteers
Volunteer count
0
Volunteer Ratio
Per staff member
0:1
Revenue/Employee
Per head
£301,037
Trustee Benefits
Payments to trustees
No
High Earners
Earning over £60k
11.1%
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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