Finance Score: 2
Governance Score: 4
Support Score: 7
  • Strong growth: +2
  • No PartB
  • No volunteer policy: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
  • Overall weighted support: +2
Overall GiG Score: 13 ?

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 well diversified in terms of gender and 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£10£8£2n/an/an/an/an/an/a
31/12/22£16£12£4n/an/an/an/an/an/a
31/12/21£4£3£2n/an/an/an/an/an/a
31/12/20£2£1£1n/an/an/an/an/an/a
31/12/19£4£8£-4n/an/an/an/an/an/a
31/12/18£5£3£3n/an/an/an/an/an/a
31/12/17£11£15£-4n/an/an/an/an/an/a
31/12/16£6£4£2n/an/an/an/an/an/a
31/12/15£8£10£-2n/an/an/an/an/an/a
31/12/14£9£8£0n/an/an/an/an/an/a
31/12/13£9£7£2n/an/an/an/an/an/a
31/12/12£12£13£-1n/an/an/an/an/an/a
31/12/11£8£7£0n/an/an/an/an/an/a
31/12/10£5£5£0n/an/an/an/an/an/a
31/12/09£6£5£0n/an/an/an/an/an/a
31/12/08£8£7£2n/an/an/an/an/an/a
31/12/07£7£7£0n/an/an/an/an/an/a
31/12/06£6£4£2n/an/an/an/an/an/a
31/12/05£8£7£1n/an/an/an/an/an/a
31/12/04£6£5£1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 58 years

www.stratfordsociety.co.uk

info@stratfordsociety.co.uk

01789293110

Charity Commission for England and Wales
UN SDGs
?
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 supports 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
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

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

  • DR DIANA JANE OWEN Appointed: 2021
  • DR KEVIN PATRICK BOND
  • DR LINDSAY MACDONALD Appointed: 2021, Occupation: Honorary Professor
  • DR ROBERT BEARMAN Appointed: 2021
  • ELLIE STEVENSON Appointed: 2024
  • IAN BRITTAN PROSSER Appointed: 2015
  • JANN TRACY (Chair) Appointed: 2023
  • JOHN SCAMPION Appointed: 2015
  • JONATHAN DEVEREUX Appointed: 2021
  • MARGARET CUND Appointed: 2021
  • STEVEN JOHN TURNER Appointed: 2021
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

Charity Commission for England and Wales
360 Giving

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