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the shakespeare birthplace trust

The charity supports other defined groups and the general public. The Shakespeare Birthplace Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. The charity is based in Stratford Upon Avon and operates in Warwickshire.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

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.

Fundraising

See where The Shakespeare Birthplace Trust is active and find local fundraising opportunities.

Local Authority

Financial Information

Latest Income
£8,440,000
Latest Expenditure
£10,356,000

Financial Efficiency

Program Ratio 94.4%
% of income going directly to charitable activities
Overall Efficiency 77.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 23.8%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £273,000
Charitable Activities £4,914,000
Other Trading £1,760,000
Investments £1,189,000
Other Income £304,000

Expenditure Categories

Charitable Expenditure £7,971,000
Raising Funds £2,322,000
Governance £146,000
Grants to Institutions £0
Other Expenditure £63,000

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£8,440,000£10,356,000£7,971,000£28,096,000£1,300,000164 / 71
2023£8,733,000£9,072,000£6,799,000£30,232,000£4,730,000150 / 36
2022£5,770,000£7,342,000£5,500,000£29,329,000£4,974,000131 / 100
2021£3,181,000£6,076,000£4,669,000£28,824,000£5,121,000129 / 100
2020£8,162,000£8,065,000£6,314,000£26,665,000£2,368,000257 / 100

Staff column shows: Employees / Volunteers