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the guild estate endowment

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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.

Fundraising

See where The Guild Estate Endowment is active and find local fundraising opportunities.

Local Authority

Warwickshire

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
Overall Efficiency 80.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 19.5%
Overhead (fundraising + governance) as % of total expenditure

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

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

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

Trustees

THE STRATFORD UPON AVON TOWN TRUST

Sectors & Classifications

Charitable activities

Also Known As

  • THE GUILD ESTATE
  • THE GUILD OF ESTATE ENDOWMENT