college estate endowment

The charity supports children and young people, elderly people, people with disabilities, other charities or voluntary bodies, other defined groups, and the general public. College Estate Endowment is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. The charity is based in Stratford Upon Avon and operates in Warwickshire.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

As an endowment charity the main priority of the College Estate is pro-active management of its investments to maximise the capital and income return. There is a specific gift of £7000pa to the Vicar of Holy Trinity Church as required under the 2001 Scheme. The balance of net income is transferred to the Corporate Trustee.

Fundraising

See where College Estate Endowment is active and find local fundraising opportunities.

Local Authority

Warwickshire

Financial Information

Latest Income

£1,038,357

Latest Expenditure

£1,066,236

Financial Efficiency

Program Ratio 44.3%

% of income going directly to charitable activities

Overall Efficiency 43.1%

% of expenditure going to programs (vs overhead)

Administrative Ratio 57.0%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0

Charitable Activities £27,937

Other Trading £0

Investments £995,735

Other Income £14,685

Expenditure Categories

Charitable Expenditure £459,758

Raising Funds £606,478

Governance £1,165

Grants to Institutions £446,660

Other Expenditure £0

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£1,038,357	£1,066,236	£459,758	£17,297,733	£332,940	0 / 35
2023	£1,020,079	£962,703	£629,726	£16,804,871	£357,028	0 / 0
2022	£1,005,024	£1,204,698	£547,300	£16,727,890	£343,750	0 / 6
2021	£928,488	£728,486	£454,692	£17,984,292	£606,304	0 / 0
2020	£910,492	£903,065	£578,944	£16,907,720	£30,868	0 / 0