Finance Score: 0

Governance Score: -10

Support Score: 3

Multiple Deficits and declines: -5
Future income +5
No PartB

Narrow trustee age band: -2
Very static board: -5
All male board: -3

Overall weighted support: +3

Overall GiG Score: -7

STRATFORD HISTORIC BUILDINGS TRUST

Restoration and renovation of historic listed buildings in Stratford upon Avon and the Old county of Warwickshire

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker and there are significant future grants due to be received

Regulatory & Governance issues to consider:

Why is the Board completely male?
Why is the Board composition very static and has little diversity in terms of age?

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£4	£7	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£12	£6	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£3	£7	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£11	£1	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£354	£437	£-83	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£333	£416	£-83	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£155	£103	£52	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15	*	£29	£25	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 12 years

www.stratfordhbt.co.uk

roger@rogerdavisarchitect.com

01789298339

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides services

Where it operates

Warwickshire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Heritage Fund - Grant to Stratford Historic Buildings Trust
£10,000	23/11/2023	Stratford upon Avon Town Trail
National Lottery Heritage Fund - Grant to Stratford Historic Building Trust
£242,900	16/06/2015	The Old Toll House restoration project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-76

DR KEVIN PATRICK BOND Appointed: 2012, Occupation: Company Director

MARK HOLDEN Appointed: 2013, Occupation: Chartered Surveyor

ROBERT CADDICK Appointed: 2012, Occupation: Solicitor

RICHARD GOODALL Appointed: 2016, Occupation: Chartered Surveyor

ROGER DAVIS Appointed: 2012, Occupation: Chartered Architect

Legal constitution

Charitable company registered in England & Wales on 19/09/2012, number: 1149016
Registered at Companies House on 07/09/2012, number: 08206419

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

11 returns made; AR18: 103 days late, AR15: 20 days late,

Main office

93 Loxley Road
Stratford-upon-Avon
CV37 7DR

Objectives

THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF [INSERT THE NAME OF THE CITY, TOWN OR AREA IN WHICH THE CHARITY IS TO OPERATE, I.E. THE AREA OF BENEFIT] AND OF THE NATION, THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE THAT MAY EXIST IN AND AROUND [REPEAT THE AREA OF BENEFIT] IN BUILDINGS (INCLUDING ANY STRUCTURE OR ERECTION, AND ANY PART OF A BUILDING AS SO DEFINED) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Data Sources

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