college estate endowment
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
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 |
Staff column shows: Employees / Volunteers
Details
Address
Stratford Town Trust
14 Rother Street
STRATFORD-UPON-AVON
CV37 6LU
14 Rother Street
STRATFORD-UPON-AVON
CV37 6LU
Website
www.stratfordtowntrust.co.ukRegistration Date
29 April 1964
Status
Registered
Registry Information
Organisation Number
217485
Charity Number
217485
Trustees
THE STRATFORD UPON AVON TOWN TRUST
Sectors & Classifications
Also Known As
- COLLEGE ESTATE