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College Estate Endowment

Also known as: College Estate

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.

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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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

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

Higher than 7% of UK Education charities with income £1M to £10M (sample: 2063). How is this calculated?

Overall Efficiency 43.1%
% of expenditure going to programs (vs overhead)

Higher than 4% of UK Education charities with income £1M to £10M. How is this calculated?

Administrative Ratio 57.0%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 3% of UK Education charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

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

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£1,038,357
£1,066,236£459,758£17,297,733£332,9400 / 35
2023
£1,020,079
£962,703£629,726£16,804,871£357,0280 / 0
2022
£1,005,024
£1,204,698£547,300£16,727,890£343,7500 / 6
2021
£928,488
£728,486£454,692£17,984,292£606,3040 / 0
2020
£910,492
£903,065£578,944£16,907,720£30,8680 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about College Estate Endowment

What does College Estate Endowment do?

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.

How much income did College Estate Endowment report in 2024?

College Estate Endowment reported total income of £1.04m and reported expenditure of £1.07m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is College Estate Endowment?

College Estate Endowment has a program ratio of 44.3%, meaning that share of its income goes directly to charitable activities. This is higher than 7% of UK Education charities with income £1M to £10M (sample of 2063 charities). See our methodology for how this is calculated.

When was College Estate Endowment registered as a charity?

College Estate Endowment was registered with the Charity Commission for England and Wales on 29 April 1964 as charity number 217485. It has been registered for 62 years.

Who runs College Estate Endowment?

College Estate Endowment is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does College Estate Endowment operate?

College Estate Endowment operates in Warwickshire, as recorded in its Charity Commission filing.

Is College Estate Endowment a registered charity?

Yes — College Estate Endowment is a registered charity in England and Wales, charity number 217485.

Details

Address
Stratford Town Trust
14 Rother Street
STRATFORD-UPON-AVON
CV37 6LU
Registration Date
29 April 1964
Status
Registered

Registry Information

Organisation Number
217485
Charity Number
217485

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Trustees

THE STRATFORD UPON AVON TOWN TRUST

Sectors & Classifications

Also Known As

  • College Estate

Data & trust

Register data refreshed
14 May 2026
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