Finance Score: -16
Governance Score: 3
Support Score: 5
  • Excess reserves: -4
  • Pension deficit: -1
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • Fundraising costs high: -5
  • Gender balanced board: +3
  • Grant maker support: +5
Overall GiG Score: -8 ?

THE SHAKESPEARE BIRTHPLACE TRUST 

To promote in every part of the world the appreciation and study of the plays and works of William Shakespeare.To maintain and preserve the Shakespeare birthplace properties for the benefit of the nation.To provide and maintain a museum and a library of books, manuscripts, records of historical interest and objects of antiquity with reference to Shakespeare, his life works and times.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

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

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £28,139,000 available, equivalent to 46 months of spending and so may not be able to utilise additional funding
  • There is a pension deficit of £1,380,000
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile and on several occasions in recent years less than spending
  • Fundraising costs are extremely high relative to funds raised
Established: 61 years

www.shakespeare.org.uk

info@shakespeare.org.uk

01789201810

Charity Commission for England and WalesFacebookInstagramX

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£5,770£7,342£-1,572£1,532£29,329£28,13946131100
31/12/21£3,181£6,076£-2,895£815£28,824£27,29953.9129100
31/12/20£8,162£8,065£97£1,416£26,665£24,71836.8257100
31/12/19£11,120£10,693£427£2,977£26,563£24,33427.3284145
31/12/18£11,112£10,406£706£2,951£25,890£23,28726.9279150
31/12/17£10,798£10,554£244£3,027£23,155£22,869262750
31/12/16£12,062£10,046£2,016£3,034£24,728£19,03222.72730
31/12/15£10,459£9,806£653£3,037£23,283£21,99526.93340
31/12/14£9,781£9,640£141£2,230£21,846£21,57126.91520
31/12/13£9,046£8,621£425£2,102£22,251£21,88430.53,6110
31/12/12£8,096£8,611£-515£2,207£20,967£20,51428.62710
31/12/11£7,959£7,288£671£1,768£21,298£20,87434.41320
31/12/10£7,342£6,934£408£1,648£21,635£21,25836.81590
31/12/09£6,908£6,379£529£81£20,973£20,57138.71420
31/12/08£6,298£6,376£-78£1,680£21,041£20,83039.21510
31/12/07£5,769£5,938£-169£1,674£26,227£26,01352.61510
31/12/06£4,329£4,664£-335£0£0£0n/a00
31/12/05£4,117£4,336£-219£0£0£0n/a00
31/12/04£8,799£3,998£4,801£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 48.5%
Fundraising Costs/Total Spending: 23.9%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 12%
Liabilities/Income: 72%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 46 months
Net Current Assets/Spending: 17 months
Quick Ratio: 9.7
Asset Split ?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
How it operates
  • Makes Grants to Individuals
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Warwickshire,
Who it helps
  • Other Defined Groups
  • The General Public/Mankind
Who works here?
  • 131 employees
  • 100 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Department for Environment, Food and Rural Affairs - Countryside Stewardship Transferred to DEFRA NSA P2
£4,791 01/04/2022
This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community ....more
Department for Environment, Food and Rural Affairs - ALB - Rural Payments Agency - State Aid Funded (RD Measure 10) SA
£2,472 01/04/2022
This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more
Department for Environment, Food and Rural Affairs - ALB - Rural Payments Agency - State Aid Funded (RD Measure 10) SA
£580 01/04/2021
This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more
DCMS - Museums and Schools
£46,800 23/03/2021
To increase the number of visits to museums and galleries by schools in locations classified as areas of high deprivation where engagement between schools and regional museums has been low. To ....more
Department for Environment, Food and Rural Affairs - M10 - Agri-environment- Climate Exchq
£3,274 01/04/2020
This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more
DCMS - National Portfolio programme 2018 to 222 Shakespeare Birthplace Trust
£224,048 01/04/2020
The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more
DCMS - Shakespeare Birthplace Trust Culture Recovery Fund Request
£3,000,000 01/04/2020
To support Arts and Culture throughout England
DCMS - Museums and Schools 2020/21
£46,800 01/04/2020
The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more
DCMS - Museums and Schools 18/20
£46,800 01/04/2019
I am writing to offer you a grant of up to £93,600 towards • To increase the number of visits to museums and galleries by schools inlocations classified as areas of high deprivation where ....more
DCMS - National Portfolio programme 2018 to 222 Shakespeare Birthplace Trust
£220,000 01/04/2019
£1.6bn invested in the key arts and culture infrastrucure organisations in England for a 4 year period
ARTS COUNCIL ENGLAND - Museums and Schools 18/20
£93,600 19/04/2018
23
Museums and Schools programme is aiming to provide high quality museum visits linked to the national curriculum.
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 1
£220,000 01/04/2018
11
National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
DCMS - Museums and Schools 18/20
£46,800 01/04/2018
Museums and Schools 18/20
DCMS - National Portfolio programme 2018 to 222 Shakespeare Birthplace Trust
£220,000 01/04/2018
National Portfolio programme 2018 to 222 Shakespeare Birthplace Trust
DCMS - National Portfolio programme 2018 to 222 Shakespeare Birthplace Trust
£55,000 01/04/2018
To support National Portfolio programme 2018 to 222 Shakespeare Birthplace Trust
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£24,000 01/04/2017
The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled ....more
National Lottery Heritage Fund - Grant to Shakespeare Birthplace Trust
£2,423,800 10/12/2013
The house wherein I dwell': Unlocking the heritage of Shakespeare's New Place
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Legal constitution
  • Charity registered in England & Wales on 07/02/1963, number: 209302
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

SHAKESPEARE BIRTHPLACE TRUST
SHAKESPEARE CENTRE
HENLEY STREET
STRATFORD-UPON-AVON
CV37 6QW

Objectives

(1) TO PROMOTE IN EVERY PART OF THE WORLD THE APPRECIATION AND STUDY OF THE PLAYS AND OTHER WORKS OF WILLIAM SHAKESPEARE AND THE GENERAL ADVANCEMENT OF SHAKESPEARIAN KNOWLEDGE; (2) TO MAINTAIN AND PRESERVE THE SHAKESPEARE BIRTHPLACE PROPERTIES FOR THE BENEFIT OF THE NATION; (3) TO PROVIDE AND MAINTAIN FOR THE BENEFIT OF THE NATION A MUSEUM AND A LIBRARY OF BOOKS, MANUSCRIPTS RECORDS OF HISTORIC INTEREST, PICTURES, PHOTOGRAPHS AND OBJECTS OF ANTIQUITY WITH PARTICULAR BUT NO EXCLUSIVE REFERENCE TO WILLIAM SHAKESPEARE, HIS LIFE, WORKS AND TIMES.

Defined Area of Benefit:

NATIONAL AND FOREIGN.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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