TN

THE NANCY BATEMAN CHARITABLE TRUST

#288015
TrustSmallRegistered

The trust awards grants to charitable institutions within its limited resources as selected by the trustees.

Registered address

Begbies, Unit 14, Park Barn, Evegate Business Park, Smeeth, Ashford

Latest HighlightsFY 2024

Income

All sources

£3,529,847
Expenditure

All activities

£2,569,923
Net Reserves

Unrestricted funds

£2,212,902
Total Assets

Gross assets

£3,120,702
Working Capital

Liquidity

£1,205,316

Benchmark Performance

Comparing against 78,603 similar small charities

Compare vs:
Reserve Runway
10.3 months
Median: 7.8 monthsAround typical
Income Growth (1yr)
-30.8%
Median: -8.3%Around typical
Spending Efficiency
99.5%
Median: 99.0%Around typical
Income Concentration
99.7%
Median: 97.7%Around typical
Fundraising ROI
285.2x
Median: 100.8xTop quartile
Income Volatility
N/A
Median: 27.9%Unknown
Self-Generated Income
0.2%
Median: 1.9%Around typical
3-Year Income CAGR
N/A
Median: -1.5%Unknown

Efficiency & Health

Charitable Spending
99.5%
Fundraising Eff.

% income retained

285.2%
Governance Cost

% of expenditure

0.6%
Grant Making

% given away

99.1%
Debt Ratio

% of assets

29.1%
Survival Ratio

Months of reserves

10.3 months

Income Profile

Donations & Legacies

% of income

99.8%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 9970

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-30.8%
Income CAGR (3yr)

Compound growth

N/A
Volatility

Stable

N/A
Reserves Trend

Direction

Building

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.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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