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.
Financial health, per its FY2024 accounts
The accounts state that total income increased to £4.0m, driven by investment performance, while support costs rose to £625k due to staff increases and inflation. The charity holds £4.9m in unrestricted funds, of which £3.2m is available for future charitable activities, exceeding its policy target of six months' administration costs.
What the accounts disclose
“In 2024 one member of staff was remunerated between £90,001 and £100,000 and one member of staff was remunerated between £60,001 and £70,000” — page 38
“In 2024 one member of staff was remunerated between £90,001 and £100,000 and one member of staff was remunerated between £60,001 and £70,000” — page 38
“Investment income, £3.8m, remains our main source being 94.5% of the total income.” — page 11
“Unrestricted reserves are held in the Town Trust to cover six months of administration costs (estimated at £0.4m), the balance being available to pay future grants.” — page 13
“Mark Tailby’s spouse was a governor of Stratford upon Avon School which was awarded a grant of £42,806 in 2024 (2023: £45,347)” — page 49
“Sara Aspley is a trustee of Stratford Youth Collective which was awarded a grant of £100,000 in 2024 (2023: £100,000).” — page 49
“Mark Tailby’s spouse was a governor of Stratford upon Avon School which was awarded a grant of £42,806 in 2024 (2023: £45,347)” — page 49
“Sara Aspley is a trustee of Stratford Youth Collective which was awarded a grant of £100,000 in 2024 (2023: £100,000).” — page 49
“Mark Tailby’s spouse was a governor of Stratford upon Avon School which was awarded a grant of £42,806 in 2024 (2023: £45,347)” — page 49
“Sara Aspley is a trustee of Stratford Youth Collective which was awarded a grant of £100,000 in 2024 (2023: £100,000).” — page 49
Year-over-year changes
- Top pay band moved from £80,001 - £90,000 (FY2023) to £90,001 - £100,000 (FY2024).
Corporate structure
- Registered company of the charity Companies House 04222949
Leadership, per the charity’s website
- Matthew Poole — Chief Executive
Company officers (Companies House)
- FARQUHARSON, Robert on trustee list
- ORSMAN, Kathleen Anne on trustee list
- SIDDESHAPPA, Sharath, Dr on trustee list
- TUBB, Stephen Martin Charles on trustee list
- MARKS, Reema Christine on trustee list
- MCNAUGHT, Lewis John on trustee list
- SUMMERS, Sarah on trustee list
- TAILBY, Mark on trustee list
- ROLFE, Michael on trustee list
- SMITH, Jonathan Paul on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- Dr SHARATH SIDDESHAPPA
- Jonathan Paul Smith
- Kathleen Anne Orsman
- LEWIS JOHN MCNAUGHT
- Marion Homer
- Mark Tailby
- Michael Rolfe
- Reema Christine Marks
- Robert Farquharson
- Sarah Summers
- Stephen Martin charles Tubb
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £4.0m | £3.9m |
| 31/12/2023 | £3.7m | £3.3m |
| 31/12/2022 | £3.6m | £3.6m |
| 31/12/2021 | £3.6m | £2.9m |
| 31/12/2020 | £3.1m | £3.1m |
Common questions
Is STRATFORD-UPON-AVON TOWN TRUST financially healthy?
Per its FY2024 accounts: The accounts state that total income increased to £4.0m, driven by investment performance, while support costs rose to £625k due to staff increases and inflation. The charity holds £4.9m in unrestricted funds, of which £3.2m is available for future charitable activities, exceeding its policy target of six months' administration costs. Its FY2024 accounts were audited by Sayer Vincent LLP.
What does the highest-paid employee of STRATFORD-UPON-AVON TOWN TRUST earn?
Per its FY2024 accounts, the highest-paid employee was in the £90,001 - £100,000 band, and 2 employees earned over £60,000.
Who funds STRATFORD-UPON-AVON TOWN TRUST?
Funders whose own accounts filings name STRATFORD-UPON-AVON TOWN TRUST as a grant recipient include THE GUILD ESTATE ENDOWMENT, COLLEGE ESTATE ENDOWMENT.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE GUILD ESTATE ENDOWMENT | FY2024 | £1.3m | Discretionary Grant |
| THE GUILD ESTATE ENDOWMENT | FY2023 | £1.2m | Discretionary grant |
| THE GUILD ESTATE ENDOWMENT | FY2021 | £983k | Discretionary grant |
| THE GUILD ESTATE ENDOWMENT | FY2022 | £979k | Discretionary grant |
| COLLEGE ESTATE ENDOWMENT | FY2023 | £617k | Discretionary Grants |
| COLLEGE ESTATE ENDOWMENT | FY2022 | £535k | Discretionary Grants |
| COLLEGE ESTATE ENDOWMENT | FY2024 | £447k | Discretionary Grants |
| COLLEGE ESTATE ENDOWMENT | FY2021 | £443k | Discretionary Grants |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 29/09/2020 | £105k | Hub Sustainability Funding |
| The National Lottery Heritage Fund | 29/02/2016 | £100k | "Death Reawakened - The Medieval wall paintings of the Guild Chapel" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GENERATIONS FOUNDATION | 1 | £168k |
| THE PENCHANT FOUNDATION | 1 | £5k |
| THE GREATER MANCHESTER HIGH SHERIFF'S POLICE TRUST | 1 | £4k |
| WEST LOOE TOWN TRUST | 1 | £3k |
| CAREW POLE CHARITABLE TRUST | 1 | £1k |
Charities like this
- SHEFFIELD TOWN TRUST
- CHELTENHAM TOWN COMMUNITY TRUST
- THE PAUL STRANK CHARITABLE TRUST
- THE HAWTHORNE CHARITABLE TRUST
- NEW ORFORD TOWN TRUST
- THE EAST LOOE TOWN TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| STRATFORD-UPON-AVON TOWN TRUST | £4.0m | £90,001 - £100,000 | 2 | unclear | — | no doubt |
| SHEFFIELD TOWN TRUST | £420k | — | 0 | within | — | no doubt |
| CHELTENHAM TOWN COMMUNITY TRUST | £442k | — | 0 | unclear | — | no doubt |
| THE PAUL STRANK CHARITABLE TRUST | £225k | — | 0 | above | — | noted |
| THE HAWTHORNE CHARITABLE TRUST | £242k | — | 0 | unclear | — | no doubt |
| NEW ORFORD TOWN TRUST | £269k | — | 0 | above | — | no doubt |