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Stratford-Upon-Avon Town Trust

The Town Trust distributes grant aid to other charities, groups and in some cases individuals to support projects and activities consistent with the Town Trust's objects. It also provides and maintains some community facilities and areas of public recreation. It works with other prominent charities to promote the interests of the charity sector and enhance the quality of life of local residents.

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Activities & Mission

The Town Trust distributes grant aid to other charities, groups and in some cases individuals to support projects and activities consistent with the Town Trust's objects. It also provides and maintains some community facilities and areas of public recreation. It works with other prominent charities to promote the interests of the charity sector and enhance the quality of life of local residents.

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
£4,011,172
Latest Expenditure
£3,932,164

Financial Efficiency

Program Ratio 67.7%
% of income going directly to charitable activities

Higher than 20% of UK Leisure charities with income £1M to £10M (sample: 787). How is this calculated?

Overall Efficiency 69.1%
% of expenditure going to programs (vs overhead)

Higher than 14% of UK Leisure charities with income £1M to £10M. How is this calculated?

Administrative Ratio 33.6%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 10% of UK Leisure 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 £10,636
Charitable Activities £174,688
Other Trading £0
Investments £3,789,453
Other Income £36,395

Expenditure Categories

Charitable Expenditure £2,715,283
Raising Funds £1,216,881
Governance £105,044
Grants to Institutions £1,993,987
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
£4,011,172
£3,932,164£2,715,283£60,248,747£3,216,71615 / 86
2023
£3,713,208
£3,279,327£2,395,571£58,515,943£3,413,10915 / 53
2022
£3,550,370
£3,577,924£2,153,662£57,568,257£1,965,33614 / 80
2021
£3,558,480
£2,883,222£1,791,902£59,756,707£2,063,33114 / 25
2020
£3,135,706
£3,133,350£1,706,344£57,038,397£1,471,90315 / 25

Staff column shows: Employees / Volunteers

Frequently asked questions about Stratford-Upon-Avon Town Trust

What does Stratford-Upon-Avon Town Trust do?

The Town Trust distributes grant aid to other charities, groups and in some cases individuals to support projects and activities consistent with the Town Trust's objects. It also provides and maintains some community facilities and areas of public recreation. It works with other prominent charities to promote the interests of the charity sector and enhance the quality of life of local residents.

How much income did Stratford-Upon-Avon Town Trust report in 2024?

Stratford-Upon-Avon Town Trust reported total income of £4.01m and reported expenditure of £3.93m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Stratford-Upon-Avon Town Trust?

Stratford-Upon-Avon Town Trust has a program ratio of 67.7%, meaning that share of its income goes directly to charitable activities. This is higher than 20% of UK Leisure charities with income £1M to £10M (sample of 787 charities). See our methodology for how this is calculated.

When was Stratford-Upon-Avon Town Trust registered as a charity?

Stratford-Upon-Avon Town Trust was registered with the Charity Commission for England and Wales on 21 September 2001 as charity number 1088521. It has been registered for 25 years.

Who runs Stratford-Upon-Avon Town Trust?

Stratford-Upon-Avon Town Trust is governed by a board of 10 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Stratford-Upon-Avon Town Trust operate?

Stratford-Upon-Avon Town Trust operates in Warwickshire, as recorded in its Charity Commission filing.

Is Stratford-Upon-Avon Town Trust a registered charity?

Yes — Stratford-Upon-Avon Town Trust is a registered charity in England and Wales, charity number 1088521.

Details

Address
Stratford Town Trust
14 Rother Street
STRATFORD-UPON-AVON
CV37 6LU
Registration Date
21 September 2001
Status
Registered

Registry Information

Organisation Number
3985586
Charity Number
1088521

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Trustees

Dr Henry Lu
Jonathan Paul Smith
Josephine Stevens
LEWIS JOHN MCNAUGHT
Mark Tailby
Michael Rolfe
Reema Christine Marks
Sarah Summers
Stephen Martin charles Tubb
Also governs 1 other charity
TIMOTHY BAILEY

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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