Skip to main content Skip to navigation

the guild estate endowment

The charity supports children and young people, elderly people, people with disabilities, other charities or voluntary bodies, other defined groups, and the general public. The Guild Estate Endowment is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to organisations. The charity is based in Stratford Upon Avon and operates in Warwickshire.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

Email Charity

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

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