Finance Score: 0

Governance Score: 0

Support Score: 4

Overall weighted support: +4

Overall GiG Score: 4

THE GUILD ESTATE ENDOWMENT

As an endowment charity the Guild Estate's main priority is the pro-active management of its investments to maximise capital and income return within an investment policy. 36% of the clear income is paid to one specific beneficiary and the balance transferred to Stratford-upon-Avon Town Trust.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 7% of total funds

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

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
31/12/23	£2,599	£2,599	£0	£0	£37,076	£103	0.5	2	0
31/12/22	£2,453	£2,453	£0	£0	£36,667	£103	0.5	2	25
31/12/21	£2,476	£2,476	£0	£0	£37,682	£103	0.5	2	25
31/12/20	£2,129	£2,129	£0	£0	£36,982	£103	0.6	2	25
31/12/19	£2,615	£2,616	£-1	£189	£40,216	£103	0.5	2	28
31/12/18	£2,445	£2,445	£0	£176	£40,032	£103	0.5	2	0
31/12/17	£2,358	£2,355	£3	£158	£40,356	£103	0.5	2	0
31/12/16	£2,407	£2,397	£10	£185	£38,981	£100	0.5	1	0
31/12/15	£2,327	£2,366	£-39	£18	£37,231	£90	0.5	0	0
31/12/14	£2,295	£2,281	£14	£25	£36,253	£129	0.7	0	0
31/12/13	£2,278	£2,301	£-23	£40	£35,778	£115	0.6	0	0
31/12/12	£2,207	£2,238	£-32	£30	£34,313	£137	0.7	0	0
31/12/11	£2,343	£2,290	£53	£6	£33,550	£169	0.9	0	0
31/12/10	£2,240	£2,205	£35	£5	£33,922	£116	0.6	0	0
31/12/09	£2,169	£2,151	£17	£5	£32,240	£81	0.5	0	0
31/12/08?	£2,672	£2,662	£10	£9	£31,180	£64	0.3	0	0
30/09/07	£1,866	£2,043	£-177	£13	£41,106	£54	0.3	0	0
30/09/06	£1,869	£1,945	£-76	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05	£1,874	£1,848	£27	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04	£1,778	£1,743	£35	n/a	n/a	n/a	n/a	n/a	n/a

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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: 5%
Liabilities/Income: 69%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0.5 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 61 years

www.stratfordtowntrust.co.uk

admin@stratfordtowntrust.co.uk

01789207104

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Amateur Sport
Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Recreation
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides buildings/facilities/open space

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
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
The Pilgrim Trust - Grant to Guild Estate
£20,000	24/06/2021 3	Death Revealed: uncovering and conserving the Dance of Death and other wall-paintings in Stratford Guild Chapel
DCMS - CRF21 The Guild Estate Endowment
£139,000	08/03/2021	Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

THE STRATFORD UPON AVON TOWN TRUST

Legal constitution

Charity registered in England & Wales on 29/04/1964, number: 217484

Gift Aid

Registered with HMRC for Gift Aid

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Stratford Town Trust
14 Rother Street
STRATFORD-UPON-AVON
CV37 6LU

Objectives

(1) THE RELIEF OF AGED, IMPOTENT AND POOR INHABITANTS OF THE TOWN OF STRATFORD-UPON-AVON (THE INHABITANTS OF THE SAID TOWN BEING HEREINAFTER REFERRED TO AS THE SAID INHABITANTS); (2) THE RELIEF OF DISTRESS AND SICKNESS AMONG THE SAID INHABITANTS; (3) THE PROVISION AND SUPPORT (WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS IN THE INTERESTS OF SOCIAL WELFARE) OF FACILITIES FOR RECREATION OR OTHERWISE LEISURE-TIME OCCUPATION; (4) THE PROVISION AND SUPPORT OF EDUCATIONAL FACILITIES FOR THE SAID INHABITANTS INCLUDING (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE PROVISION AND SUPPORT OF EDUCATIONAL FACILITIES AT THE GRAMMAR SCHOOL OF KING EDWARD VI IN STRATFORD-UPON-AVON; (5) THE ADVANCEMENT OF THE CHRISTIAN RELIGION AMONG THE SAID INHABITANTS; (6) ANY OTHER CHARITABLE PURPOSE (WHETHER OR NOT OF A NATURE SIMILAR TO ANY OF THOSE HEREINBEFORE SPECIFIED) FOR THE BENEFIT OF THE SAID INHABITANTS

Defined Area of Benefit:

STRATFORD-UPON-AVON

Data Sources

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