Finance Score: 2

Governance Score: 1

Support Score: 7

Strong growth: +2
No PartB

No volunteer policy: -2
Dynamic board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 10

STRATFORD-UPON-AVON SOCIETY

As a local civic society we organise educational activities to encourage awareness of local heritage. We hold seminars to share best practice with similar towns and we make recommendations to the local councils on the physical and economic development of the town. We publish educational books on the local environment and we support local schools in their citizenship curriculum.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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
31/12/23	£10	£8	£2	n/a	n/a	n/a	n/a	n/a	10
31/12/22	£16	£12	£4	n/a	n/a	n/a	n/a	n/a	10
31/12/21	£4	£3	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£2	£1	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£4	£8	£-4	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£5	£3	£3	£0	£0	£0	n/a	0	0
31/12/17	£11	£15	£-4	£0	£0	£0	n/a	0	0
31/12/16	£6	£4	£2	£0	£0	£0	n/a	0	0
31/12/15	£8	£10	£-2	£0	£0	£0	n/a	0	0
31/12/14	£9	£8	£0	£0	£0	£0	n/a	0	0
31/12/13	£9	£7	£2	£0	£0	£0	n/a	0	0
31/12/12	£12	£13	£-1	£0	£0	£0	n/a	0	0
31/12/11	£8	£7	£0	£0	£0	£0	n/a	0	0
31/12/10	£5	£5	£0	£0	£0	£0	n/a	0	0
31/12/09	£6	£5	£0	£0	£0	£0	n/a	0	0
31/12/08	£8	£7	£2	£0	£0	£0	n/a	0	0
31/12/07	£7	£7	£0	£0	£0	£0	n/a	0	0
31/12/06	£6	£4	£2	£0	£0	£0	n/a	0	0
31/12/05	£8	£7	£1	£0	£0	£0	n/a	0	0
31/12/04	£6	£5	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 57 years

www.stratfordsociety.co.uk

info@stratfordsociety.co.uk

01789293110

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Warwickshire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
10 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
DCMS - ALB-Historic England-Stratford upon Avon High Street Building dendrochronology
£10,000	07/03/2022	The aim of this project, by means of high-level building recording and analysis, detailed archival research and dendrochronology, is to establish, following one of Stratford-upon-Avons town fires of ....more The aim of this project, by means of high-level building recording and analysis, detailed archival research and dendrochronology, is to establish, following one of Stratford-upon-Avons town fires of 1594/95, the chronology, extent and nature of the reconstruction of buildings along High Street and Chapel Street, the epicentre of one of these fires. Post-fire documentary sources record damage to certain buildings, and architectural appraisal indicates that several timber-framed buildings surviving today date from the post-fire period. However, more needs to be established concerning the scale, nature and speed of this rebuilding, and the impact of the fires, both on the economic well-being of the town and the fortunes of the families most seriously affected. For many buildings there is simply no documentary evidence to draw on. Moreover, even when documentary evidence exists, it is either confusing or only establishes a date by which rebuilding had taken place. Conversely, it may record fire damage to properties that, from surviving architectural features, appear not to have been entirely rebuilt. High-level building analysis and dendrochronological investigation will resolve much of this uncertainty, provide a sound base for the interpretation of the documentary evidence, and throw definitive light on a crucial episode in the evolution of the architectural and cultural heritage of this internationally renowned town.
DCMS - ALB-Historic England-Stratford upon Avon High Street Building dendrochronology
£5,480	07/03/2022	The aim of this project, by means of high-level building recording and analysis, detailed archival research and dendrochronology, is to establish, following one of Stratford-upon-Avons town fires of ....more The aim of this project, by means of high-level building recording and analysis, detailed archival research and dendrochronology, is to establish, following one of Stratford-upon-Avons town fires of 1594/95, the chronology, extent and nature of the reconstruction of buildings along High Street and Chapel Street, the epicentre of one of these fires. Post-fire documentary sources record damage to certain buildings, and architectural appraisal indicates that several timber-framed buildings surviving today date from the post-fire period. However, more needs to be established concerning the scale, nature and speed of this rebuilding, and the impact of the fires, both on the economic well-being of the town and the fortunes of the families most seriously affected. For many buildings there is simply no documentary evidence to draw on. Moreover, even when documentary evidence exists, it is either confusing or only establishes a date by which rebuilding had taken place. Conversely, it may record fire damage to properties that, from surviving architectural features, appear not to have been entirely rebuilt. High-level building analysis and dendrochronological investigation will resolve much of this uncertainty, provide a sound base for the interpretation of the documentary evidence, and throw definitive light on a crucial episode in the evolution of the architectural and cultural heritage of this internationally renowned town.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

JANN TRACY (Chair) Appointed: 2023

DR LINDSAY MACDONALD Appointed: 2021, Occupation: Honorary Professor

IAN BRITTAN PROSSER Appointed: 2015

JOHN SCAMPION Appointed: 2015

JONATHAN DEVEREUX Appointed: 2021

MARGARET CUND Appointed: 2021

STEVEN JOHN TURNER Appointed: 2021

DR DIANA JANE OWEN Appointed: 2021, Other trusteeships: THE FRIENDS OF SHAKESPEARE'S CHURCH, STRATFORD LITERARY FESTIVAL,

DR KEVIN PATRICK BOND, Other trusteeship: STRATFORD HISTORIC BUILDINGS TRUST,

DR ROBERT BEARMAN Appointed: 2021, Other trusteeships: WARWICKSHIRE LOCAL HISTORY SOCIETY, THE DUGDALE SOCIETY,

Legal constitution

Charity registered in England & Wales on 22/02/1967, number: 251182

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

20 returns made; all on time

Main office

21 Farnell Drive
STRATFORD-UPON-AVON
Warwickshire
CV37 9DJ

Objectives

A) TO PROMOTE HIGH STANDARDS OF PLANNING AND ARCHITECTURE IN OR AFFECTING THE AREA OF THE TOWN AND ITS SURROUNDINGS; B) TO STIMULATE AN INTEREST AND EDUCATE THE PUBLIC IN THE GEOGRAPHY, HISTORY, NATURAL HISTORY AND ARCHITECTURE OF THE SAID AREA; C) TO SECURE THE PRESERVATION, PROTECTION, DEVELOPMENT AND IMPROVEMENT OF FEATURES OF HISTORIC OR PUBLIC INTEREST IN THE SAID AREA.

Defined Area of Benefit:

STRATFORD-UPON-AVON AND SURROUNDINGS.

Data Sources