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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.

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
£2,864,710
Latest Expenditure
£2,864,710

Financial Efficiency

Program Ratio 80.7%
% of income going directly to charitable activities

Higher than 28% of UK Charitable activities charities with income £1M to £10M (sample: 1335). How is this calculated?

Overall Efficiency 80.7%
% of expenditure going to programs (vs overhead)

Higher than 17% of UK Charitable activities charities with income £1M to £10M. How is this calculated?

Administrative Ratio 19.5%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 16% 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 £7,336
Charitable Activities £144,440
Other Trading £0
Investments £2,701,969
Other Income £10,965

Expenditure Categories

Charitable Expenditure £2,311,097
Raising Funds £553,613
Governance £5,524
Grants to Institutions £2,157,903
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
£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
2020
£2,129,460
£2,129,196£1,074,384£36,981,992£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 2024?

The Guild Estate Endowment reported total income of £2.86m and reported expenditure of £2.86m for the financial year ending 2024, 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 80.7%, meaning that share of its income goes directly to charitable activities. This is higher than 28% of UK Charitable activities charities with income £1M to £10M (sample of 1335 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

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

Registry Information

Organisation Number
217484
Charity Number
217484

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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
14 May 2026
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