TP
THE PRESENT VALUE TRUST
#1181260To make grants to charitable organisations.
What they do
How they help
Areas of operation
Registered address
Martin & Company, 25 St. Thomas Street, WINCHESTER, Hampshire, SO23 9HJ
Latest HighlightsFY 2020
Income
All sources
£6,503,587
Expenditure
All activities
£6,247
Net Reserves
Unrestricted funds
£7,050,506
Total Assets
Gross assets
£7,053,506
Working Capital
Liquidity
£3,131,556
Benchmark Performance
Comparing against 78,603 similar small charities
Compare vs:
Reserve Runway
13543.5 months
Median: 7.8 monthsTop quartile
Income Growth (1yr)
N/A
Median: -8.3%Unknown
Spending Efficiency
100.0%
Median: 99.0%Around typical
Income Concentration
99.9%
Median: 97.7%Around typical
Fundraising ROI
N/A
Median: 100.8xUnknown
Income Volatility
N/A
Median: 27.9%Unknown
Self-Generated Income
0.1%
Median: 1.9%Below typical
3-Year Income CAGR
N/A
Median: -1.5%Unknown
Efficiency & Health
Charitable Spending
100%
Fundraising Eff.
% income retained
N/A
Governance Cost
% of expenditure
100%
Grant Making
% given away
0%
Debt Ratio
% of assets
0.0%
Survival Ratio
Months of reserves
13543.5 months
Income Profile
Donations & Legacies
% of income
99.9%
Government Reliance
% of income
0%
Largest Source
Primary income
Donations & Legacies
Diversification
HHI: 9989
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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