THE ROGER & DOUGLAS TURNER CHARITABLE TRUST logo

THE ROGER & DOUGLAS TURNER CHARITABLE TRUST

#1154467
CIOLargeRegistered
www.turnertrust.co.uk

The trust makes grants to registered charities (mainly local) and provides public access and education at arley arboretum, which is part of arley estate in worcestershire's severn valley. Contact the website or grants officer for further details.

Registered address

ARLEY HOUSE, LION LANE, UPPER ARLEY, WORCESTERSHIRE, DY12 1SQ

Latest HighlightsFY 2024

Income

All sources

£2,205,000
Expenditure

All activities

£2,630,000
Net Reserves

Unrestricted funds

£234,000
Total Assets

Gross assets

£67,980,000
Working Capital

Liquidity

£447,000

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
1.1 months
Median: 3.8 monthsBelow typical
Income Growth (1yr)
4.5%
Median: 7.4%Around typical
Spending Efficiency
56.6%
Median: 97.8%Below typical
Income Concentration
41.9%
Median: 87.9%Top quartile
Fundraising ROI
3.0x
Median: 19.2xBelow typical
Income Volatility
17.5%
Median: 20.6%Around typical
Self-Generated Income
94.1%
Median: 82.9%Around typical
3-Year Income CAGR
2.9%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
56.6%
Fundraising Eff.

% income retained

3.0%
Governance Cost

% of expenditure

0.8%
Grant Making

% given away

48.0%
Debt Ratio

% of assets

0.3%
Survival Ratio

Months of reserves

1.1 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 4191

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

4.5%
Income CAGR (3yr)

Compound growth

2.9%
Volatility

Moderate Volatility

17.5%
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

46
Volunteers

Volunteer count

21
Volunteer Ratio

Per staff member

0.5:1
Revenue/Employee

Per head

£47,935
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

2.2%

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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