Stratford-Upon-Avon Town Trust
Analysis
Stratford-Upon-Avon Town Trust is a registered charity in England and Wales, based in Stratford-Upon-Avon. It was registered in September 2001, 25 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and disability, which this site groups under health and saving lives. Legally it is a charitable company (Companies House number 04222949). It says it makes grants to individuals, makes grants to organisations and provides buildings/facilities/open space.
In the financial year ending December 2025, Stratford-Upon-Avon Town Trust reported income of £4.0m and spending of £3.9m, spending 97% of its income. Across the 5 years on record, from December 2021 to December 2025, income grew from £3.6m to £4.0m (+12%), an average of +3.0% a year. Over the whole period it spent 93% of the income it received.
Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Stratford-Upon-Avon Town Trust sits at the 96th percentile: it is larger than about 96% of them. Against every charity in England and Wales with reported income it ranks in the 98th percentile. Charities of a similar size with the same main cause include Kashmir Orphan Relief Trust (£4.0m), The Motivation Charitable Trust (£4.0m) and Forever Manchester (£4.0m).
In its latest detailed accounts, income came from investments 98%. Charitable activities took 74% of spending and raising funds 24%. Grants to other organisations totalled £2.1m. Reserves of £4.0m would cover about 12 months of spending at that rate. It employed 14 people.
Income and spending
Where the income comes from
- Donations 0.4%
- Charitable activities 0.2%
- Investments 98%
- Other 1.2%
In the charity's own words
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.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| Kashmir Orphan Relief Trust | Leicestershire | £4.0m |
| The Motivation Charitable Trust | London | £4.0m |
| Forever Manchester | Manchester | £4.0m |
| The Young Foundation | London | £4.0m |