TM

THE MARGARET ROBERTSON CHARITABLE TRUST

#1193031
TrustMediumRegistered

The advancement of funds to promote the objects of the following charities:1. The greyhound trust (rcn269668) of "peeks", brook lane, horley, surrey, ru6 9sx2. Queenscourt hospice (rcn 518801) of town lane, southport, pr8 6re3. Southport offshore rescue trust (rcn1146805) of the lifeboat house, esplanade, southport, pr8 1rx

Areas of operation

Registered address

HODGE HALSALL SOLICITORS, 18 HOGHTON STREET, SOUTHPORT, PR9 0PA

Latest HighlightsFY 2021

Income

All sources

£4,811,004
Expenditure

All activities

£746,497
Net Reserves

Unrestricted funds

£4,268,267
Total Assets

Gross assets

£4,284,417
Working Capital

Liquidity

£-1,702

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:
Reserve Runway
68.6 months
Median: 4.3 monthsTop quartile
Income Growth (1yr)
N/A
Median: 1.4%Unknown
Spending Efficiency
66.5%
Median: 98.5%Below typical
Income Concentration
95.1%
Median: 86.5%Around typical
Fundraising ROI
19.2x
Median: 22.7xAround typical
Income Volatility
N/A
Median: 17.9%Unknown
Self-Generated Income
2.5%
Median: 41.9%Below typical
3-Year Income CAGR
N/A
Median: 1.6%Unknown

Efficiency & Health

Charitable Spending
66.5%
Fundraising Eff.

% income retained

19.2%
Governance Cost

% of expenditure

0.7%
Grant Making

% given away

98.9%
Debt Ratio

% of assets

0.4%
Survival Ratio

Months of reserves

68.6 months

Income Profile

Donations & Legacies

% of income

97.5%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 9513

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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