SHAKESPEARE SOUTHAMPTON LEGACY TRUST
To advance education and heritage preservation, through the appreciation and study of the life and times of the Wriothesley Earls of Southampton (1505-1667), including their collateral descent, with added reference to the advancement of Shakespearean knowledge as it relates to Henry Wriothesley, 3rd Earl of Southampton, William Shakespeare's sole dedicatee.
Financial health, per its FY2024 accounts
The accounts state that the charity closed the year with a net surplus of £44,384, increasing total funds to £75,890. Per the trustees' report, unrestricted reserves stood at £8,366 against a total of £67,524 in restricted reserves held for conservation works. The filing confirms the Trust operates in compliance with charity guidance and maintains sound financial stewardship.
What the accounts disclose
Trustees
- Ralph Douglas-Scott Montaguchair
- Dorna Louise Bewley M.A.
- Laura Kay Matthias
- Lisa Wilson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £102k | £57k |
| 31/12/2023 | £31k | £60k |
| 31/12/2022 | £38k | £14k |
| 31/12/2021 | £15k | £18k |
| 31/12/2020 | £31k | £5k |
Common questions
Is SHAKESPEARE SOUTHAMPTON LEGACY TRUST financially healthy?
Per its FY2024 accounts: The accounts state that the charity closed the year with a net surplus of £44,384, increasing total funds to £75,890. Per the trustees' report, unrestricted reserves stood at £8,366 against a total of £67,524 in restricted reserves held for conservation works. The filing confirms the Trust operates in compliance with charity guidance and maintains sound financial stewardship. Its FY2024 accounts were independently examined.
Who funds SHAKESPEARE SOUTHAMPTON LEGACY TRUST?
Funders whose own accounts filings name SHAKESPEARE SOUTHAMPTON LEGACY TRUST as a grant recipient include THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PETER'S TITCHFIELD.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PETER'S TITCHFIELD | FY2021 | £17k | Joint sponsorship of restoration of the Southampton Monument (Note: Text says 'sponsored jointly by St Peter’s Parochial Church Council and the Shakespeare Sout |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE THOMPSON FAMILY CHARITABLE TRUST | 2 | £1.4m |
| JOHN LYON'S CHARITY | 1 | £428k |
| GARFIELD WESTON FOUNDATION | 1 | £300k |
| THE FOYLE FOUNDATION | 1 | £200k |
| CHARITY OF SIR RICHARD WHITTINGTON | 1 | £110k |
| WELLINGTON MANAGEMENT UK FOUNDATION | 1 | £47k |
| JERWOOD FOUNDATION | 1 | £40k |
| THE LESLIE SMITH FOUNDATION | 1 | £20k |
Charities like this
- THE SHAKESPEARE BIRTHPLACE TRUST
- THE PRIMARY SHAKESPEARE COMPANY
- THE GLOBE PLAYERS LTD
- SOUTHAMPTON ROW TRUST LIMITED
- THE SHAKESPEARE GLOBE TRUST
- SHAKESPEARE NORTH TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SHAKESPEARE SOUTHAMPTON LEGACY TRUST | £102k | — | 0 | unclear | — | no doubt |
| THE SHAKESPEARE BIRTHPLACE TRUST | £8.4m | — | — | unclear | — | no doubt |
| THE PRIMARY SHAKESPEARE COMPANY | £522k | — | 0 | above | — | no doubt |
| THE GLOBE PLAYERS LTD | £370k | — | 0 | unclear | — | no doubt |
| SOUTHAMPTON ROW TRUST LIMITED | £146.8m | — | 0 | above | — | no doubt |
| THE SHAKESPEARE GLOBE TRUST | £31.5m | — | — | below | — | no doubt |