What is the financial size of WINDERMERE EDUCATIONAL TRUST LIMITED?

WINDERMERE EDUCATIONAL TRUST LIMITED is classified as a large charity. In the latest financial year, they reported a total income of £6,478,641 and total expenditure of £6,752,588.

How does WINDERMERE EDUCATIONAL TRUST LIMITED allocate its spending?

For every pound spent, approximately 93.6% goes directly to charitable activities. The remaining 6.4% 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 WINDERMERE EDUCATIONAL TRUST LIMITED?

WINDERMERE EDUCATIONAL TRUST LIMITED employs 113 staff members and is supported by 0 volunteers.

Does WINDERMERE EDUCATIONAL TRUST LIMITED receive government funding?

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

Does WINDERMERE EDUCATIONAL TRUST LIMITED pay its trustees?

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

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WINDERMERE EDUCATIONAL TRUST LIMITED

#526973

Charitable company•Large•Registered

www.windermereschool.co.uk

Windermere educational trust limited operates an independent boarding preparatory and senior school offering education to children aged 3 to 18.

Registered address

Windermere School, Browhead, Patterdale Road, WINDERMERE, LA23 1NW

Latest HighlightsFY 2024

Income

All sources

£6,478,641

Expenditure

All activities

£6,752,588

Net Reserves

Unrestricted funds

£20,768,958

Total Assets

Gross assets

£24,563,624

Working Capital

Liquidity

£-2,617,623

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

36.9 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

-17.2%

Median: 7.4%Below typical

Spending Efficiency

93.6%

Median: 97.8%Around typical

Income Concentration

74.6%

Median: 87.9%Around typical

Fundraising ROI

20.4x

Median: 19.2xAround typical

Income Volatility

16.4%

Median: 20.6%Around typical

Self-Generated Income

98.7%

Median: 82.9%Top quartile

3-Year Income CAGR

2.8%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

93.6%

Fundraising Eff.

% income retained

20.4%

Governance Cost

% of expenditure

Grant Making

% given away

Debt Ratio

% of assets

15.4%

Survival Ratio

Months of reserves

36.9 months

Income Profile

Donations & Legacies

% of income

0.1%

Government Reliance

% of income

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 7463

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-17.2%↓

Income CAGR (3yr)

Compound growth

2.8%

Volatility

Moderate Volatility

16.4%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

113

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£57,333

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

2.7%

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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