STRATFORD-UPON-AVON TOWN TRUST

Registered charity 1088521 · accounts filings on the Charity Commission register

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.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£4.0m
Latest spending
£3.9m
Registered
2001
Accounts read
FY2024

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £90,001 - £100,000 — in the top quarter for charities its size (median £70k)
“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
Per its FY2024 accounts as filed with the Charity Commission.
Employees paid over £60,000: 2
“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
Per its FY2024 accounts as filed with the Charity Commission.
Largest income source: Investment income (95% of income)
“Investment income, £3.8m, remains our main source being 94.5% of the total income.” — page 11
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: six months of administration costs (held: £3.2m)
“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
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Mark Tailby's spouse was a governor of Stratford upon Avon School, awarded £42,806.
“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
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: CEO Sara Aspley is a trustee of Stratford Youth Collective, awarded £100,000.
“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
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Senior Manager Rebecca Hampson is a director of Stratford-upon-Avon BID, awarded £5,000.
“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
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Sayer Vincent LLP. Discloses 6 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2023 and FY2024 accounts as analysed by this site.

Corporate structure

Public fundraising profile: JustGiving — Stratford Town Trust (matched by registered charity number).

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

46 registered titles in England and Wales held by the charity’s company or corporate body (41 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/12/2024)

Total income
£4.0m
Total spending
£3.9m
Cost of raising funds
£1.2m
Reserves (reported)
£3.2m
Employees
15

Reported reserves equal ~9.8 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 30.3% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Warwickshire

Income and spending

Financial year endIncomeSpending
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

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE GUILD ESTATE ENDOWMENTFY2024£1.3mDiscretionary Grant
THE GUILD ESTATE ENDOWMENTFY2023£1.2mDiscretionary grant
THE GUILD ESTATE ENDOWMENTFY2021£983kDiscretionary grant
THE GUILD ESTATE ENDOWMENTFY2022£979kDiscretionary grant
COLLEGE ESTATE ENDOWMENTFY2023£617kDiscretionary Grants
COLLEGE ESTATE ENDOWMENTFY2022£535kDiscretionary Grants
COLLEGE ESTATE ENDOWMENTFY2024£447kDiscretionary Grants
COLLEGE ESTATE ENDOWMENTFY2021£443kDiscretionary Grants

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund29/09/2020£105kHub Sustainability Funding
The National Lottery Heritage Fund29/02/2016£100k"Death Reawakened - The Medieval wall paintings of the Guild Chapel"

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHEFFIELD TOWN TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
STRATFORD-UPON-AVON TOWN TRUST£4.0m£90,001 - £100,0002unclear—no doubt
SHEFFIELD TOWN TRUST FY2025£420k—0within—no doubt
CHELTENHAM TOWN COMMUNITY TRUST FY2025£442k—0unclear—no doubt
THE PAUL STRANK CHARITABLE TRUST FY2024£225k—0above—noted
THE HAWTHORNE CHARITABLE TRUST FY2025£242k—0unclear—no doubt
NEW ORFORD TOWN TRUST FY2025£269k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.