YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST
#1082128Restoration and regeneration of the historic and cultural landscape of penllergare swansea for public benefit
What they do
Who they help
Areas of operation
Registered address
PENLLERGARE VALLEY WOODS, PENLLERGAER, SWANSEA, SA4 9GS
Latest HighlightsFY 2023
Income
All sources
£689,390
Expenditure
All activities
£570,288
Net Reserves
Unrestricted funds
£77,086
Total Assets
Gross assets
£3,716,295
Working Capital
Liquidity
£-65,187
Benchmark Performance
Comparing against 42,435 similar medium charities
Compare vs:
Reserve Runway
1.6 months
Median: 4.3 monthsAround typical
Income Growth (1yr)
31.2%
Median: 1.4%Top quartile
Spending Efficiency
79.6%
Median: 98.5%Below typical
Income Concentration
37.1%
Median: 86.5%Top quartile
Fundraising ROI
5.9x
Median: 22.7xBelow typical
Income Volatility
47.2%
Median: 17.9%Below typical
Self-Generated Income
78.8%
Median: 41.9%Around typical
3-Year Income CAGR
-24.7%
Median: 1.6%Below typical
Efficiency & Health
Charitable Spending
79.6%
Fundraising Eff.
% income retained
5.9%
Governance Cost
% of expenditure
0%
Grant Making
% given away
0%
Debt Ratio
% of assets
10.6%
Survival Ratio
Months of reserves
1.6 months
Income Profile
Donations & Legacies
% of income
19.1%
Government Reliance
% of income
5.4%
Largest Source
Primary income
Charitable Activities
Diversification
HHI: 3707
Moderately Concentrated
Trends
Income Growth (1yr)
Year over Year
31.2%↑
Income CAGR (3yr)
Compound growth
-24.7%
Volatility
High Volatility
47.2%
Reserves Trend
Direction
Depleting
Governance
Employees
Staff count
14
Volunteers
Volunteer count
108
Volunteer Ratio
Per staff member
7.7:1
Revenue/Employee
Per head
£49,242
Trustee Benefits
Payments to trustees
No
High Earners
Earning over £60k
0%
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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