STRATFORD LITERARY FESTIVAL

Charity number: 1164662
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Advancing education by promoting and providing opportunities for the appreciation, understanding and enjoyment of literature and the arts, in particular through promoting and running a literary festival and educational outreach activities primarily in Stratford-upon-Avon. Providing relief to those at a social disadvantage because of age or ill health through literary related activities.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £257,616
Total expenditure: £207,811

Total income includes £25,115 from 2 government grant(s)

People

6 Trustee(s)

25 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 02 December 2015: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Philip James Heath Chair 30 March 2023
None on record
Neil Anthony Davis Trustee 15 April 2025
None on record
Julia Ellen Wheeler Trustee 01 October 2022
None on record
Dr Diana Jane Owen Trustee 01 October 2022
THE FRIENDS OF SHAKESPEARE'S CHURCH
Received: On time
Madeleine Margaret Christine Parker Trustee 01 October 2021
None on record
DAVID CHARLES FLETCHER Trustee 02 December 2015
THE STRATFORD UPON AVON CHAMBER MUSIC SOCIETY
Received: On time
THE LOFT THEATRE COMPANY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £167.23k £86.39k £108.57k £170.28k £257.62k
Total expenditure £166.31k £74.91k £108.50k £173.00k £207.81k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £8.70k £30.41k £1.49k N/A £25.12k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 02 October 2024 On Time
Accounts and TAR 31 December 2023 02 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 20 September 2022 On Time
Accounts and TAR 31 December 2021 20 September 2022 On Time Download Open in new window
Annual return 31 December 2020 14 October 2021 On Time
Accounts and TAR 31 December 2020 14 October 2021 On Time Download Open in new window
Annual return 31 December 2019 01 September 2020 On Time
Accounts and TAR 31 December 2019 01 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - Foundation Registered 02 Dec 2015

Charitable objects

(1) TO ADVANCE EDUCATION BY PROMOTING AND PROVIDING OPPORTUNITIES FOR THE APPRECIATION, UNDERSTANDING AND ENJOYMENT OF LITERATURE AND THE ARTS, IN PARTICULAR THROUGH PROMOTING AND RUNNING A LITERARY FESTIVAL AND EDUCATIONAL OUTREACH ACTIVITIES PRIMARILY IN STRATFORD-UPON-AVON. (2) TO PROVIDE RELIEF TO THOSE AT A SOCIAL DISADVANTAGE BECAUSE OF AGE OR ILL HEALTH THROUGH LITERARY RELATED ACTIVITIES WHICH ARE DESIGNED TO RELIEVE LONELINESS OR ISOLATION AND ENCOURAGE A SENSE OF PURPOSE AND SELF-WORTH.

Contact information

Address:
33 Sanctus Road
STRATFORD-UPON-AVON
Warwickshire
CV37 9AE
Phone:
01789470185
Email:
info@stratfordliteraryfestival.co.uk
Website:

http://www.stratfordliteraryfestival.co.uk/ Open in new window