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The Shakespeare Birthplace Trust

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.

Contact Charity

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.

Grants

The Shakespeare Birthplace Trust makes grants as part of its work.

Gives grants to
individuals
Total spending (2025)
£10,405,000
Only charities with income over £500,000 file a separate grants figure.
Who it helps
other defined groups and the general public
What it supports
general charitable purposes, education and training, arts, culture, heritage, or science and the environment, conservation, or heritage

As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.

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Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£8,681,000
Latest Expenditure
£10,405,000

Financial Efficiency

Program Ratio 91.5%
% of income going directly to charitable activities

Higher than 64% of UK Heritage charities with income £1M to £10M (sample: 126). How is this calculated?

Overall Efficiency 76.4%
% of expenditure going to programs (vs overhead)

Higher than 32% of UK Heritage charities with income £1M to £10M. How is this calculated?

Administrative Ratio 24.1%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 21% of UK Heritage charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £670,000
Charitable Activities £4,897,000
Other Trading £369,000
Investments £999,000
Other Income £1,746,000

Expenditure Categories

Charitable Expenditure £7,947,000
Raising Funds £2,395,000
Governance £115,000
Grants to Institutions £0
Other Expenditure £63,000

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£8,681,000
£10,405,000£7,947,000£26,730,000£3,300,000155 / 64
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

Staff column shows: Employees / Volunteers

Frequently asked questions about The Shakespeare Birthplace Trust

What does The Shakespeare Birthplace Trust do?

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.

How much income did The Shakespeare Birthplace Trust report in 2025?

The Shakespeare Birthplace Trust reported total income of £8.68m and reported expenditure of £10.40m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Shakespeare Birthplace Trust?

The Shakespeare Birthplace Trust has a program ratio of 91.5%, meaning that share of its income goes directly to charitable activities. This is higher than 64% of UK Heritage charities with income £1M to £10M (sample of 126 charities). See our methodology for how this is calculated.

When was The Shakespeare Birthplace Trust registered as a charity?

The Shakespeare Birthplace Trust was registered with the Charity Commission for England and Wales on 7 February 1963 as charity number 209302. It has been registered for 63 years.

Who runs The Shakespeare Birthplace Trust?

The Shakespeare Birthplace Trust is governed by a board of 11 trustees. The chair of trustees is Viscountess Penelope Ann Cobham CBE. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Shakespeare Birthplace Trust operate?

The Shakespeare Birthplace Trust operates in Warwickshire, as recorded in its Charity Commission filing.

Is The Shakespeare Birthplace Trust a registered charity?

Yes — The Shakespeare Birthplace Trust is a registered charity in England and Wales, charity number 209302.

Details

Contact (address, email, phone)
Registration Date
7 February 1963
Status
Registered

Registry Information

Organisation Number
209302
Charity Number
209302

Trustees

Viscountess Penelope Ann Cobham CBE Chair
Also governs 1 other charity
Ayub Khan MBE
Also governs 1 other charity
Deborah Jane Baker
Dr Michael Dobson
Also governs 2 other charities
Indi Deol
Also governs 2 other charities
KATHRYN GEE MBE
Michael Alec Huggins
Ottilie Thornhill
PROFESSOR LENA COWEN ORLIN
RALPH MITCHELL BERNARD CBE
REBECCA YSABEL DOBBS

Sectors & Classifications

Also Known As

  • The Shakespeare Birth Place Trust
  • The Shakespeare Trust

Data & trust

Register data refreshed
2 November 2026
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