Finance Score: -5

Governance Score: 2

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +0

Overall GiG Score: -3

STRATFORD-UPON-AVON SCHOOL TRUST FUND

To advance the education of pupils of Stratford-upon-Avon School by providing and assisting in the provision of facilities not normally provided from the government's funding allocation.

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:

This charity does not have a Conflict of Interests 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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

Established: 26 years

01789268051

Charity Commission for England and Wales

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
31/08/22		£3	£8	£-5	n/a	n/a	n/a	n/a	n/a
31/08/21		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/08/20		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/08/19		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a
31/08/18		£5	£68	£-63	£0	£0	£0	n/a	0
31/08/17		£5	£7	£-1	£0	£0	£0	n/a	0
31/08/16		£8	£29	£-21	£0	£0	£0	n/a	0
31/08/15?		£7	£68	£-60	£0	£0	£0	n/a	0
30/06/14		£5	£5	£1	£0	£0	£0	n/a	0
30/06/13		£5	£34	£-28	£0	£0	£0	n/a	0
30/06/12		£8	£38	£-30	£0	£0	£0	n/a	0
30/06/11		£8	£37	£-30	£0	£0	£0	n/a	0
30/06/10		£11	£0	£11	£0	£0	£0	NAN	0
30/06/09		£14	£101	£-87	£0	£0	£0	n/a	0
30/06/08		£30	£39	£-9	£0	£0	£0	n/a	0
30/06/07		£27	£39	£-13	£0	£0	£0	n/a	0
30/06/06	*	£20	£74	£-54	£0	£0	£0	n/a	0
30/06/05	*	£20	£36	£-16	£0	£0	£0	n/a	0
30/06/04	*	£26	£43	£-17	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Organisations

Where it operates

Warwickshire,

Who it helps

Children/Young People

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
Sport England - Resurface Hockey AGP
£50,000	30/10/2017 9	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'Resurface Hockey AGP'. This project lists its main activity as Multi Sports. This funding has ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'Resurface Hockey AGP'. This project lists its main activity as Multi Sports. This funding has contributed towards a Artificial Grass Pitch - Artificial Grass Pitch (Sand Dressed/Filled)
Sport England - Resurface Hockey AGP
£50,000	30/10/2017 8	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Resurface Hockey AGP. This project lists its main activity as Multi Sports

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Gender Split

JANE LOUISE PRICE Appointed: 2016

MRS KAREN BERWICK

NEIL FREDERICK WALLACE (Chair) Appointed: 2013

PHILIP HEATH Appointed: 2022

VALERIE ANNE HOPKINS

Legal constitution

Charity registered in England & Wales on 28/02/1998, number: 1068362

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR06: 3 days late, AR05: 2 days late, AR04: 72 days late,

Main office

Stratford upon Avon School
Alcester Road
STRATFORD-UPON-AVON
CV37 9DH

Objectives

TO ADVANCE THE EDUCATION OF PUPILS OF STRATFORD UPON AVON HIGH SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY

Defined Area of Benefit:

NOT DEFINED

Data Sources