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THE GUILD ESTATE ENDOWMENT logo

THE GUILD ESTATE ENDOWMENT

#217484
Other•Large•Registered
www.stratfordtowntrust.co.uk

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.

Areas of operation

Warwickshire

Registered address

Stratford Town Trust, 14 Rother Street, STRATFORD-UPON-AVON, CV37 6LU

Latest HighlightsFY 2024

Income

All sources

£2,864,710
Expenditure

All activities

£2,864,710
Net Reserves

Unrestricted funds

£102,709
Total Assets

Gross assets

£39,403,268
Working Capital

Liquidity

£-716,032

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
0.4 months
Median: 3.8 monthsBelow typical
Income Growth (1yr)
10.2%
Median: 7.4%Around typical
Spending Efficiency
80.7%
Median: 97.8%Below typical
Income Concentration
89.2%
Median: 87.9%Around typical
Fundraising ROI
5.2x
Median: 19.2xBelow typical
Income Volatility
7.3%
Median: 20.6%Top quartile
Self-Generated Income
99.4%
Median: 82.9%Top quartile
3-Year Income CAGR
5.0%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
80.7%
Fundraising Eff.

% income retained

5.2%
Governance Cost

% of expenditure

0.2%
Grant Making

% given away

93.4%
Debt Ratio

% of assets

3.5%
Survival Ratio

Months of reserves

0.4 months

Income Profile

Donations & Legacies

% of income

0.3%
Government Reliance

% of income

1.7%
Largest Source

Primary income

Investments
Diversification

HHI: 8925

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

10.2%↑
Income CAGR (3yr)

Compound growth

5.0%
Volatility

Stable

7.3%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

2
Volunteers

Volunteer count

21
Volunteer Ratio

Per staff member

10.5:1
Revenue/Employee

Per head

£1,432,355
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

0%

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

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