Finance Score: -1

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Excess reserves: -4

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 8

MUNICIPAL CHARITIES

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 modest backing from several prominent grant makers recently
This charity has a robust balance sheet
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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,003,348 available, equivalent to 44 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/03/22?		£747	£543	£204	£0	£5,761	£2,003	44.2	5	3
31/12/20		£426	£420	£5	n/a	n/a	n/a	n/a	n/a	1
31/12/19		£433	£502	£-69	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£403	£429	£-27	£0	£0	£0	n/a	0	0
31/12/17		£399	£375	£24	£0	£0	£0	n/a	0	0
31/12/16		£400	£417	£-16	£0	£0	£0	n/a	0	0
31/12/15		£444	£384	£60	£0	£0	£0	n/a	0	0
31/12/14		£412	£396	£17	£0	£0	£0	n/a	0	0
31/12/13		£402	£324	£78	£0	£0	£0	n/a	0	0
31/12/12		£380	£367	£12	£0	£0	£0	n/a	0	0
31/12/11		£325	£291	£34	£0	£0	£0	n/a	0	0
31/12/10		£315	£306	£9	£0	£0	£0	n/a	0	0
31/12/09		£271	£321	£-50	£0	£0	£0	n/a	0	0
31/12/08	*	£314	£336	£-22	£0	£0	£0	n/a	0	0
31/12/07		£305	£286	£19	£0	£0	£0	n/a	0	0
31/12/06		£283	£279	£3	£0	£0	£0	n/a	0	0
31/12/05	*	£253	£179	£74	£0	£0	£0	n/a	0	0
31/12/04	*	£165	£125	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 35%
Reserves/Spending: 44.2 months
Net Current Assets/Spending: 19 months
Quick Ratio: 1.1

Asset Split ?

Established: 61 years

www.municipal-charities.org.uk

Chiefofficer@municipal-charities.org.uk

01789293749

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
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?

5 employees
3 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
National Lottery Community Fund - Wi-Fi for All
£10,000	08/10/2021	The funding will be used to install wi-fi within accommodation for people facing financial hardship. The project aims to improve digital inclusion and enable people to connect with family and friends ....more The funding will be used to install wi-fi within accommodation for people facing financial hardship. The project aims to improve digital inclusion and enable people to connect with family and friends and reduce the feeling of isolation.
DCMS - Coronavirus Community Support Fund
£9,941	29/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

GILLIAN ANNE PERKINS Appointed: 2023

ALFRED WILLIAM MICHAEL LOVE Appointed: 1987, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

ANDREW MARK SMITH (Chair) Appointed: 2016, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

CAROLE ANN TAYLOR Appointed: 2007, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

CHRISTOPHER CHARLES GREENLY Appointed: 2022, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

FIONA SCOTT MURPHY Appointed: 2018, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

MAUREEN ANNE LANCASTER Appointed: 2014, Other trusteeships: TARANTARA, MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

MARK WILLIAM SAYERS Appointed: 2021, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

SHEILA ALICE EDITH PRICE Appointed: 2015, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

SARAH JANE O'GRADY Appointed: 2018, Other trusteeship: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

TIMOTHY CHARLES RAISTRICK Appointed: 2022, Other trusteeships: 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, MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON,

PAUL NEAL SIMMONDS Appointed: 2022, Occupation: University Lecturer, Other trusteeship: THE SHAKESPEARE HOSPICE,

Legal constitution

Charity registered in England & Wales on 20/09/1963, number: 214958

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR08: 25 days late, AR05: 6 days late, AR04: 9 days late,

Recent reorganisation events:

Asset transfer in from STRATFORD-UPON-AVON NURSING HOME AND DISTRICT NURSING INSTITUTION on 05/01/2022

Main office

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

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

STRATFORD UPON AVON

Data Sources