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SHAKESPEARE TEMPERANCE TRUST CIO

Registered charity 1199962 · accounts filings on the Charity Commission register

We are a grant making charity promoting temperance and a providing the facilities of a temperance hall in or near the City of Durham.

Causes: General Charitable Purposes · Disability · Grant history (this charity is a funder) · Get email alerts

Latest income
£109k
Latest spending
£82k
Registered
2022
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a surplus of £17,988 for the year, resulting in net funds of £1,014,415 at year-end. The trustees consider free reserves to be £1,014,415, comprising investment property, the investment portfolio, and working capital. The reserves policy target is four months of operating costs, which the charity appears to exceed significantly.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: four months of operating costs (held: £1.0m)
“The trustees have established a reserve level equivalent to four months of operating costs for the organisation as the desired amount for day-to-day reserves.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2024)

Total income
£1.0m
Total spending
£42k
Reserves (reported)
£369k
Employees
0

Reported reserves equal ~106.1 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Durham

Income and spending

Financial year endIncomeSpending
31/03/2025£109k£82k
31/03/2024£1.0m£42k
31/03/2023£0£0

Common questions

Is SHAKESPEARE TEMPERANCE TRUST CIO financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a surplus of £17,988 for the year, resulting in net funds of £1,014,415 at year-end. The trustees consider free reserves to be £1,014,415, comprising investment property, the investment portfolio, and working capital. The reserves policy target is four months of operating costs, which the charity appears to exceed significantly. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
UNITED TALMUDICAL ASSOCIATES LTD1£1.2m
THE MELOW CHARITABLE TRUST1£239k
CROWNHOST LIMITED1£226k
THE A B CHARITABLE TRUST1£195k
THE JOSEPH ROWNTREE CHARITABLE TRUST1£90k
PERSULA FOUNDATION1£60k
THE ORR MACKINTOSH FOUNDATION LIMITED1£55k
ZICHRON MEIR LIMITED1£40k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SHAKESPEARE TEMPERANCE TRUST CIO£109k—0unclear—no doubt
UNITY THEATRE TRUST FY2025£228k—0above—no doubt
BRAMPTON CHARITABLE TRUST FY2025£101k—0unclear—no doubt
BRAMBLETYE SCHOOL TRUST LIMITED FY2025£6.3m——above—no doubt
THE CIVIL LIBERTIES TRUST FY2025£2.5m—0above—no doubt
THE TOMPKINS FOUNDATION FY2025£397k—0above—no doubt

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