STRATFORD-UPON-AVON TOWN TRUST logo

STRATFORD-UPON-AVON TOWN TRUST

#1088521
Charitable companyLargeRegistered
www.stratfordtowntrust.co.uk

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.

Latest HighlightsFY 2024

Income

All sources

£4,011,172
Expenditure

All activities

£3,932,164
Net Reserves

Unrestricted funds

£3,216,716
Total Assets

Gross assets

£63,829,404
Working Capital

Liquidity

£-703,511

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
9.8 months
Median: 3.8 monthsAround typical
Income Growth (1yr)
8.0%
Median: 7.4%Around typical
Spending Efficiency
69.1%
Median: 97.8%Below typical
Income Concentration
89.5%
Median: 87.9%Around typical
Fundraising ROI
3.3x
Median: 19.2xBelow typical
Income Volatility
5.8%
Median: 20.6%Top quartile
Self-Generated Income
98.8%
Median: 82.9%Top quartile
3-Year Income CAGR
4.1%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
69.1%
Fundraising Eff.

% income retained

3.3%
Governance Cost

% of expenditure

2.7%
Grant Making

% given away

73.4%
Debt Ratio

% of assets

5.6%
Survival Ratio

Months of reserves

9.8 months

Income Profile

Donations & Legacies

% of income

0.3%
Government Reliance

% of income

1.9%
Largest Source

Primary income

Investments
Diversification

HHI: 8949

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

8.0%
Income CAGR (3yr)

Compound growth

4.1%
Volatility

Stable

5.8%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

15
Volunteers

Volunteer count

86
Volunteer Ratio

Per staff member

5.7:1
Revenue/Employee

Per head

£267,411
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

13.3%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

Related Charities

Similar charities in Armed Forces/emergency Service Efficiency