Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

STRATFORD LITERARY FESTIVAL

Advancing education by promoting and providing opportunities for the appreciation, understanding and enjoyment of literature and the arts, in particular through promoting and running a literary festival and educational outreach activities primarily in Stratford-upon-Avon. Providing relief to those at a social disadvantage because of age or ill health through literary related activities.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	*	£170	£173	£-3	n/a	n/a	n/a	n/a	n/a	25
31/12/21		£109	£108	£0	n/a	n/a	n/a	n/a	n/a	20
31/12/20		£86	£75	£11	n/a	n/a	n/a	n/a	n/a	3
31/12/19		£167	£166	£1	n/a	n/a	n/a	n/a	n/a	30
31/12/18		£151	£149	£2	£0	£0	£0	n/a	0	25
31/12/17		£136	£137	£0	£0	£0	£0	n/a	0	0
31/12/16		£121	£115	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

http://www.stratfordliteraryfestival.co.uk/

info@stratfordliteraryfestival.co.uk

01789470185

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Other Charitable Purposes

GiG Classification

Performing and visual arts

How it operates

Provides services

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
25 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Woodward Charitable Trust - One Day Creative Writing Workshop
£1,350	02/04/2019	Towards the One Day Creative Writing Workshop in Prison, helping parents write their own bespoke and personalised stories for their children.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

JULIA ELLEN WHEELER Appointed: 2022

MADELEINE MARGARET CHRISTINE PARKER Appointed: 2021

PHILIP JAMES HEATH (Chair) Appointed: 2023

ANNA PAGE ASHWORTH Appointed: 2015, Other trusteeship: CHILDREN'S BOOK FEST - CHICHESTER CIO,

DR DIANA JANE OWEN Appointed: 2022, Other trusteeships: STRATFORD-UPON-AVON SOCIETY, THE FRIENDS OF SHAKESPEARE'S CHURCH,

DAVID CHARLES FLETCHER Appointed: 2015, Occupation: Executive Director, Other trusteeship: THE LOFT THEATRE COMPANY,

Legal constitution

Charity registered in England & Wales on 02/12/2015, number: 1164662

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; AR22: 49 days late,

Main office

33 Sanctus Road
STRATFORD-UPON-AVON
Warwickshire
CV37 9AE

Objectives

(1) TO ADVANCE EDUCATION BY PROMOTING AND PROVIDING OPPORTUNITIES FOR THE APPRECIATION, UNDERSTANDING AND ENJOYMENT OF LITERATURE AND THE ARTS, IN PARTICULAR THROUGH PROMOTING AND RUNNING A LITERARY FESTIVAL AND EDUCATIONAL OUTREACH ACTIVITIES PRIMARILY IN STRATFORD-UPON-AVON.(2) TO PROVIDE RELIEF TO THOSE AT A SOCIAL DISADVANTAGE BECAUSE OF AGE OR ILL HEALTH THROUGH LITERARY RELATED ACTIVITIES WHICH ARE DESIGNED TO RELIEVE LONELINESS OR ISOLATION AND ENCOURAGE A SENSE OF PURPOSE AND SELF-WORTH.

Data Sources