What is the financial size of WHEATSHEAF TRUST?

WHEATSHEAF TRUST is classified as a large charity. In the latest financial year, they reported a total income of £1,308,777 and total expenditure of £1,476,585.

How does WHEATSHEAF TRUST allocate its spending?

For every pound spent, approximately 93.8% goes directly to charitable activities. The remaining 6.2% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of WHEATSHEAF TRUST?

WHEATSHEAF TRUST employs 26 staff members and is supported by 6 volunteers.

Does WHEATSHEAF TRUST receive government funding?

Yes. Approximately 51.7% of their income comes from government grants or contracts.

Does WHEATSHEAF 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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WHEATSHEAF TRUST

#1082889

Charitable company•Large•Registered

www.wheatsheaftrust.org

Wheatsheaf trust undertakes a range of practical interventions to promote social inclusion, economic development and lifelong learning for the communities in southampton city and the region. These activities include providing information, advice and guidance around employment and training, supported work placements and work-related learning, specialised diversity training, research and consultancy

Registered address

WHEATSHEAF TRUST, Unit 1, Empress Heights, College Street, Southampton, SO14 3LA

Latest HighlightsFY 2018

Income

All sources

£1,308,777

Expenditure

All activities

£1,476,585

Net Reserves

Unrestricted funds

£153,904

Total Assets

Gross assets

£643,467

Working Capital

Liquidity

£92,477

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

1.3 months

Median: 3.8 monthsBelow typical

Income Growth (1yr)

31.7%

Median: 7.4%Top quartile

Spending Efficiency

93.8%

Median: 97.8%Around typical

Income Concentration

124.5%

Median: 87.9%Below typical

Fundraising ROI

14.4x

Median: 19.2xAround typical

Income Volatility

27.3%

Median: 20.6%Around typical

Self-Generated Income

99.8%

Median: 82.9%Top quartile

3-Year Income CAGR

-10.1%

Median: 7.8%Below typical

Efficiency & Health

Charitable Spending

93.8%

Fundraising Eff.

% income retained

14.4%

Governance Cost

% of expenditure

1.8%

Grant Making

% given away

Debt Ratio

% of assets

68.0%

Survival Ratio

Months of reserves

1.3 months

Income Profile

Donations & Legacies

% of income

0.2%

Government Reliance

% of income

51.7%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 12451

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

31.7%↑

Income CAGR (3yr)

Compound growth

-10.1%

Volatility

Moderate Volatility

27.3%

Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0.2:1

Revenue/Employee

Per head

£50,338

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

3.8%

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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