MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 2 September 2022
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £704,779
Latest expenditure: £626,665
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 6 Guild Cottages, Church Street, STRATFORD-UPON-AVON, CV37 6HD

Website recorded by the regulator: https://www.municipal-charities.org.uk/ (displayed as text)

02 Activities

What the charity does

Provision of low-cost, self-contained, low-level supported accommodation (almshouses) for local elderly people of limited financial means. Awarding of grants for a specific purpose to needy individuals and families living within the town boundary of Stratford-upon-Avon.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 1 October 2025
Date Accounts Received: 1 October 2025
Total Gross Income: £704,779
Total Gross Expenditure: £626,665

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 13 November 2024
Date Accounts Received: 13 November 2024
Total Gross Income: £371,895
Total Gross Expenditure: £363,566

Fin Period Start Date: 2 September 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 7 December 2023
Date Accounts Received: 7 December 2023
Total Gross Income: £0
Total Gross Expenditure: £0

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 1 October 2025
Total Gross Income: £704,779
Total Gross Expenditure: £626,665
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 November 2024
Total Gross Income: £371,895
Total Gross Expenditure: £363,566
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 2 September 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 7 December 2023
Total Gross Income: £0
Total Gross Expenditure: £0
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 1 October 2025
Income Donations And Legacies: 86205
Income Other Trading Activities: 0
Income Charitable Activities: 397496
Income Investments: 210174
Income Other: 10904
Income Total Income And Endowments: 704779
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £626,665
Expenditure Other: 0
Expenditure Total: 626665
Expenditure Investment Management: 0
Expenditure Grants Institution: 19566
Expenditure Governance: 25980
Expenditure Support Costs: 243523
Expenditure Depreciation: 36373
Gain Loss Investment: -83686
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £243,523
Assets Total Fixed: 6564771
Assets Own Use: 2866330
Assets Long Term Investment: 3698441
Defined Benefit Pension Scheme: 0
Assets Other Assets: £251,840
Assets Total Liabilities: £113,571
Assets Current Investment: 98626
Assets Total Assets And Liabilities: £6,703,040
Creditors One Year Total Current: 84642
Creditors Falling Due After One Year: 28929
Assets Cash: £68,862
Funds Endowment: 3743710
Funds Unrestricted: 2764528
Funds Restricted: 194802
Funds Total: 6703040
Count Employees: 6
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Warwickshire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

08 Official extract

Charity Event History

Charity Name: MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2022-09-02T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 02 Sep 2022 as amended on 11 Nov 2022
Charitable Objects: 1.THE PROMOTION OF THE ESTABLISHMENT, CONTINUATION, EFFICIENCY AND EFFECTIVENESS OF ALMSHOUSE CHARITIES IN STRATFORD-UPON-AVON.2.THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR PEOPLE IN NEED BY REASON OF AGE, FINANCIAL HARDSHIP, DISABILITY OR OTHER CHARITABLE NEED.3.THE RELIEF OF POVERTY AMONGST CURRENT ALMSHOUSE RESIDENTS IN STRATFORD-UPON-AVON AND OTHER RESIDENTS OF STRATFORD-UPON-AVON AND THE SURROUNDING AREA BY PROVIDING: GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS;4.ANY OTHER CHARITABLE PURPOSE WHICH SHALL BE SELECTED BY THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME.

10 Official extract

Charity Other Names

Charity Name Id: 647957
Charity Name Type: Working name
Charity Name: MUNICIPAL CHARITIES

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Homes England

12 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Volunteer management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures