What is the financial size of THE UNDERWOOD TRUST?

THE UNDERWOOD TRUST is classified as a large charity. In the latest financial year, they reported a total income of £1,396,274 and total expenditure of £773,854.

How does THE UNDERWOOD TRUST allocate its spending?

For every pound spent, approximately 99.9% goes directly to charitable activities. The remaining 0.1% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.8%).

What is the workforce structure of THE UNDERWOOD TRUST?

THE UNDERWOOD TRUST employs 0 staff members and is supported by 0 volunteers.

Does THE UNDERWOOD TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE UNDERWOOD TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE UNDERWOOD TRUST

#266164

Trust•Large•Registered

www.theunderwoodtrust.org.uk

The aims of the charitable trust are to fund a wide range of activities that will positively impact individuals and the environment. We award a number of grants per annum to organisations that both share these aspirations and have the ability to deliver on their programmes.

Registered address

20 YORK STREET, LONDON, W1U 6PU

Latest HighlightsFY 2025

Income

All sources

£1,396,274

Expenditure

All activities

£773,854

Net Reserves

Unrestricted funds

£35,373,656

Total Assets

Gross assets

£35,380,811

Working Capital

Liquidity

£1,042,893

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

548.5 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

-0.3%

Median: 7.4%Around typical

Spending Efficiency

99.9%

Median: 97.8%Around typical

Income Concentration

100.0%

Median: 87.9%Below typical

Fundraising ROI

2338.8x

Median: 19.2xTop quartile

Income Volatility

885.5%

Median: 20.6%Below typical

Self-Generated Income

100.0%

Median: 82.9%Top quartile

3-Year Income CAGR

-57.1%

Median: 7.8%Below typical

Efficiency & Health

Charitable Spending

99.9%

Fundraising Eff.

% income retained

2338.8%

Governance Cost

% of expenditure

2.0%

Grant Making

% given away

96.7%

Debt Ratio

% of assets

0.0%

Survival Ratio

Months of reserves

548.5 months

Income Profile

Donations & Legacies

% of income

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-0.3%↓

Income CAGR (3yr)

Compound growth

-57.1%

Volatility

High Volatility

885.5%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

N/A

Revenue/Employee

Per head

N/A

Trustee Benefits

Payments to trustees

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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