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#312751 LLHL

THE DULWICH ESTATE

TO MANAGE THE ENDOWMENT ASSETS OF THE CHARITY IN THE LONG TERM INTERESTS OF ALL THE BENEFICIARIES OF THE CHARITY.THIS IS MEASURED BY THE INCREASE IN THE ANNUAL INCOME DISTRIBUTION TO THE BENEFICIARIES AND THE MAINTENANCE OF THE VALUE OF NET ASSETS.

www.thedulwichestate.org.uk →

Income Mix

How much does it rely on each axis?

DonationGovernmentInvestmentMarket
AR18AR19AR20AR21AR22AR23AR24AR25
THE DULWICH ESTATELLHL

Strategic Capacity

Reserves to expenditure: How long can it continue on its current course?
Unrestricted funds: How flexibly can those reserves be reallocated?

01002000100200Unrestricted fundsReserves to expenditure ratio
AR18AR19AR20AR21AR22AR23AR24AR25

Income Positioning

How has its income moved over time?

0100200AR18AR19AR20AR21AR22AR23AR24AR25

Archetype History

How stable is its structural position?

LLHL AR18 AR19 AR20 AR21 AR22 AR23 AR24 AR25
Donation
L L L L L L L L
Government
L L L L L L L L
Investment
H H H H H H H H
Market
L L L L L L L L

Axes Over Time

How has each axis shifted year on year?

Donation
0100200AR18AR19AR20AR21AR22AR23AR24AR25
Government
0100200AR18AR19AR20AR21AR22AR23AR24AR25
Investment
0100200AR18AR19AR20AR21AR22AR23AR24AR25
Market
0100200AR18AR19AR20AR21AR22AR23AR24AR25

Data attribution

Contains information licensed under the Open Government Licence v3.0 from the Charity Commission for England and Wales.

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