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The Guild Estate Endowment

Also known as: The Guild Estate, The Guild of Estate Endowment

As an endowment charity the Guild Estate's main priority is the pro-active management of its investments to maximise capital and income return within an investment policy. 36% of the clear income is paid to one specific beneficiary and the balance transferred to Stratford-upon-Avon Town Trust.

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Activities & Mission

As an endowment charity the Guild Estate's main priority is the pro-active management of its investments to maximise capital and income return within an investment policy. 36% of the clear income is paid to one specific beneficiary and the balance transferred to Stratford-upon-Avon Town Trust.

Grants

The Guild Estate Endowment is a grant-making charity: making grants is its main activity.

Gives grants to
organisations
Grants paid (2025)
£2,232,044
Who it helps
children and young people, elderly people, people with disabilities, other charities or voluntary bodies, other defined groups and the general public
What it supports
general charitable purposes, education and training, the advancement of health or the saving of lives, disability, the prevention or relief of poverty, accommodation or housing, religious activities, arts, culture, heritage, or science, amateur sport, the environment, conservation, or heritage, armed forces or emergency service efficiency, human rights, religious or racial harmony, equality, or diversity, recreation and other charitable purposes

As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.

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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
£2,836,921
Latest Expenditure
£2,836,921

Financial Efficiency

Program Ratio 82.8%
% of income going directly to charitable activities

Higher than 31% of UK Charitable activities charities with income £1M to £10M (sample: 363). How is this calculated?

Overall Efficiency 82.8%
% of expenditure going to programs (vs overhead)

Higher than 26% of UK Charitable activities charities with income £1M to £10M. How is this calculated?

Administrative Ratio 17.5%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 24% of UK Charitable activities 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 £12,398
Charitable Activities £3,480
Other Trading £0
Investments £2,814,464
Other Income £6,579

Expenditure Categories

Charitable Expenditure £2,347,834
Raising Funds £489,087
Governance £7,303
Grants to Institutions £2,232,044
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 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£2,836,921
£2,836,921£2,347,834£40,375,082£102,7090 / 22
2024
£2,864,710
£2,864,710£2,311,097£38,025,791£102,7092 / 21
2023
£2,599,005
£2,599,149£2,094,994£37,076,256£102,7092 / 0
2022
£2,453,104
£2,453,104£1,739,205£36,666,562£102,8532 / 25
2021
£2,476,400
£2,476,400£1,708,643£37,681,500£102,8532 / 25

Staff column shows: Employees / Volunteers

Frequently asked questions about The Guild Estate Endowment

What does The Guild Estate Endowment do?

As an endowment charity the Guild Estate's main priority is the pro-active management of its investments to maximise capital and income return within an investment policy. 36% of the clear income is paid to one specific beneficiary and the balance transferred to Stratford-upon-Avon Town Trust.

How much income did The Guild Estate Endowment report in 2025?

The Guild Estate Endowment reported total income of £2.84m and reported expenditure of £2.84m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Guild Estate Endowment?

The Guild Estate Endowment has a program ratio of 82.8%, meaning that share of its income goes directly to charitable activities. This is higher than 31% of UK Charitable activities charities with income £1M to £10M (sample of 363 charities). See our methodology for how this is calculated.

When was The Guild Estate Endowment registered as a charity?

The Guild Estate Endowment was registered with the Charity Commission for England and Wales on 29 April 1964 as charity number 217484. It has been registered for 62 years.

Who runs The Guild Estate Endowment?

The Guild 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 The Guild Estate Endowment operate?

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

Is The Guild Estate Endowment a registered charity?

Yes — The Guild Estate Endowment is a registered charity in England and Wales, charity number 217484.

Details

Contact (address, email, phone)
Registration Date
29 April 1964
Status
Registered

Registry Information

Organisation Number
217484
Charity Number
217484

Other notable Charitable activities charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

THE STRATFORD UPON AVON TOWN TRUST

Sectors & Classifications

Also Known As

  • The Guild Estate
  • The Guild of Estate Endowment

Data & trust

Register data refreshed
9 November 2026
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