Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON

Provision of low-cost, self-contained, low-level supported accommodation (almshouses) for local elderly people of limited financial means. Awarding of grants for a specific purpose to needy individuals and families living within the town boundary of Stratford-upon-Avon.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£0	£0	£0	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 2 years

https://www.municipal-charities.org.uk/

Chiefofficer@municipal-charities.org.uk

01789293911

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Warwickshire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

GILLIAN ANNE PERKINS Appointed: 2023

JOHN HODGSON DODGE Appointed: 2022

PAUL NEAL SIMMONDS Appointed: 2021

ALFRED WILLIAM MICHAEL LOVE Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

ANDREW MARK SMITH (Chair) Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

CAROLE ANN TAYLOR Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

CHRISTOPHER CHARLES GREENLY Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

FIONA SCOTT MURPHY Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

MAUREEN ANNE LANCASTER Appointed: 2021, Other trusteeships: MUNICIPAL CHARITIES, TARANTARA,

MARK WILLIAM SAYERS Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

SHEILA ALICE EDITH PRICE Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

SARAH JANE O'GRADY Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES,

TIMOTHY CHARLES RAISTRICK Appointed: 2022, Other trusteeships: MUNICIPAL CHARITIES, HOLY TRINITY CHARITIES, DENNE GILKES MEMORIAL FUND, THE STRATFORD UPON AVON CHAMBER MUSIC SOCIETY, THE FRIENDS OF SHAKESPEARE'S CHURCH, THE STRATFORD-UPON-AVON CHAMBER CHOIR, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF STRATFORD-UPON-AVON,

Legal constitution

Charity registered in England & Wales on 02/09/2022, number: 1200253

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

1 returns made; all on time

Main office

6 Guild Cottages
Church Street
STRATFORD-UPON-AVON
CV37 6HD

Objectives

1.THE PROMOTION OF THE ESTABLISHMENT, CONTINUATION, EFFICIENCY AND EFFECTIVENESS OF ALMSHOUSE CHARITIES IN STRATFORD-UPON-AVON.2.THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR PEOPLE IN NEED BY REASON OF AGE, FINANCIAL HARDSHIP, DISABILITY OR OTHER CHARITABLE NEED.3.THE RELIEF OF POVERTY AMONGST CURRENT ALMSHOUSE RESIDENTS IN STRATFORD-UPON-AVON AND OTHER RESIDENTS OF STRATFORD-UPON-AVON AND THE SURROUNDING AREA BY PROVIDING: GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS;4.ANY OTHER CHARITABLE PURPOSE WHICH SHALL BE SELECTED BY THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME.

Data Sources