THE SHAKESPEARE BIRTHPLACE TRUST
Registered charity 209302 · accounts filings on the Charity Commission register · also known as THE SHAKESPEARE BIRTH PLACE TRUST, THE SHAKESPEARE 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.
Causes: General Charitable Purposes · Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts
Financial health, per its FY2024 accounts
The accounts state that the Trust recorded an overall net deficit of £2.1m for the year, driven by an underlying operating loss of £1.9m and accounting adjustments. Despite these losses, the Trust holds £8.0m in cash and unrestricted funds of £25.3m, with a stated reserves policy target of £2.8m, indicating sufficient liquidity to meet its obligations.
Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: £2.8m (held: £25.3m)
“The current target for unrestricted general reserves is £2.8m”
Per its FY2024 accounts as filed with the Charity Commission.
Trading subsidiary: SBT Trading Limited
“SBT Trading Ltd, a wholly-owned subsidiary, delivers commercial activity.” — page 11
Per its FY2024 accounts as filed with the Charity Commission.
Accounts audited by Crowe UK LLP. Discloses 4 of 6 completeness components.
Property (HM Land Registry)
2 registered titles in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/12/2024)
Cost of raising funds
£2.3m
Reported reserves equal ~1.5 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (58% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 27.5% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).
Trustee list from the Charity Commission register (current, not historical).
Operates in: Warwickshire
Income and spending
Common questions
Is THE SHAKESPEARE BIRTHPLACE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that the Trust recorded an overall net deficit of £2.1m for the year, driven by an underlying operating loss of £1.9m and accounting adjustments. Despite these losses, the Trust holds £8.0m in cash and unrestricted funds of £25.3m, with a stated reserves policy target of £2.8m, indicating sufficient liquidity to meet its obligations. Its FY2024 accounts were audited by Crowe UK LLP.
Who funds THE SHAKESPEARE BIRTHPLACE TRUST?
Funders whose own accounts filings name THE SHAKESPEARE BIRTHPLACE TRUST as a grant recipient include THE LECHE TRUST.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SHAKESPEARE GLOBE TRUST.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.