‘‘ ’’

ANNUAL REPORT

2013Shakespeare Birthplace Trust ©2014 Registered Charity Number: 209302

The power of Shakespeare’s poetry and the depth of his understanding of human condition transcends limitations of language and of space. His home is a special place that everyone should see at least once in their lifetime. Visitor from Mauritius

Annual Report 2013

2

Rooted in his home town of Stratford, at the heart of the world of Shakespeare, the Trust connects people of all ages and backgrounds with the world’s best known playwright.

2013 was a very successful year across the Trust, in Stratford, the UK and around the world. We welcomed more than 818,000 visitors from every continent to the five Shakespeare family homes in Stratford-upon-Avon (over 14,000 more than our previous best this century). The strongest growth came from bookings through the travel trade and tour operators, which increased by 25%. Online bookings increased by 188%. Our gift and book shops achieved their strongest performance to date, generating over £2m. More than 20,000 people of all ages took part in our formal and informal learning programmes and many more joined in our varied range of events and festivals. Beyond Stratford our digital media platforms reached more than 1 million people from over 200 countries in 2013.

We generated £8m unrestricted income to deliver an unrestricted operational surplus of £500K. This enables us to fund the ongoing conservation and maintenance of the Shakespeare family homes, our world class collections, and our work with schools and young people to develop their confidence, skills and, of course, enthusiasm for Shakespeare.

These exceptional results reflect our investment in working with partners to develop Stratford as a key destination for domestic and international travellers. We are proud to be a founding member of Shakespeare’s England, the new, nationally recognised destination management organisation for South Warwickshire.

We also invested in new and better ways to help more people enjoy Shakespeare. In April 2013 we launched Shakespeare Week, the first national campaign to introduce primary school children to the stories, language and creative legacy of Shakespeare, with the support of Arts Council England. The first week will be held in March 2014.

We announced our plans to transform the site of Shakespeare’s home at New Place, to create a new landmark attraction which tells the missing story of Shakespeare’s mature years as a writer and citizen of Stratford-upon-Avon. We were delighted to receive a Stage One pass for this project from the Heritage Lottery Fund at the end

of the year. We will now develop detailed proposals in consultation with all the communities interested in this project to create a lasting legacy for the 400th anniversary of Shakespeare’s death in 2016.

With the support of Arts Council England we have developed a new approach to the management of the RSC Collections in our care and, in tandem with the Royal Shakespeare Company we will develop a 10 year programme for making our joint collections, both ‘made in Stratford’, available to the world.

The Trustees and staff of the SBT would like to thank everyone who has given time and support to our work. Your goodwill, creativity and help means that we can make Shakespeare live on, here in Stratford-upon-Avon and around the world, for the audiences of today and tomorrow.

Peter Kyle, OBE Chairman, The Shakespeare Birthplace Trust

From the Chairman

The Shakespeare Birthplace Trust

is a unique charity, governed by Act

of Parliament, set up to promote

the worldwide enjoyment and

understanding of Shakespeare’s works,

and to care for the world’s greatest

Shakespeare heritage sites and world-class

collections in Stratford-upon-Avon, for

the benefit of all.

We announced plans to transform the site of New Place (right) to tell the missing story of Shakespeare’s mature years in Stratford.

Celebrating Shakespeare is at the heart of everything we do, year round, to enrich the lives of millions of people through discovering and enjoying Shakespeare. This review highlights just some of the ways we have brought Shakespeare to life for audiences of all ages and backgrounds in 2013.

Our success in generating growth in visitor numbers and revenues meant that we were able to fast forward our plans for a new introductory exhibition to Shakespeare at the Birthplace. In November we re-located our visitor entrance to our historic Shakespeare Centre next to the Birthplace and began work to transform the visitor welcome and exhibition in just 10 weeks. Opening in March 2014, Famous Beyond Words invites visitors to explore the extraordinary story of the boy who became a household name, what sparked his imagination and how he continues to shape our lives today.

We also started work on a new ticketing system, a major investment to enable us to better understand our customers, improve customer service and develop new audiences. The system will be delivered in 2014.

In the weeks before Christmas we produced the Birthplace Lightshow in partnership with our neighbours in Henley Street, and with funding from Warwickshire County Council. More than 50,000 people came to see this free spectacular event which increased footfall and brought a new dimension to evenings in Stratford.

Preparing to mark the forthcoming anniversaries was a key focus of our work during 2013. We have developed four special projects to celebrate Shakespeare on the global stage. Launched in October, Reviewing Shakespeare (www.bloggingshakespeare.com/reviewing-shakespeare) is a fully searchable, free web platform dedicated to reviews of 21st century Shakespearian performance, produced and edited by an extraordinary team of international contributors. Working with Jonathan Bate and colleagues at Warwick University we have created the first Shakespeare Massive Open Online Course (MOOC), set to launch in March 2014 with more than 10,000 students enrolled. Also launching in March 2014 is our new anniversary website, www.shakespeareliveshere.co.uk, which will showcase what’s happening to mark the Shakespeare anniversaries all over the world. In April 2014, Singing Shakespeare (www.singingshakespeare.org.uk) will launch with the premiere of a new series of choral settings commissioned to inspire choirs of all ages and abilities, worldwide, to celebrate Shakespeare in song over the next three years. We hope that you will join our celebrations of these anniversary years.

As an independent charity we need to generate all of our own income, without any direct revenue funding or public subsidy. We make a significant contribution to the regional and national economy, and to the promotion of ‘Brand Britain’ overseas. We could not do this without the support of our visitors, partners, donors, Friends, staff, and volunteers. We are extremely grateful for your support, which helps us to ensure that we can continue to promote the worldwide appreciation of Shakespeare’s works, life and times – forever.

Dr Diana Owen Director, The Shakespeare Birthplace Trust

Annual Report 2013

From the Director

The next three years herald an

unprecedented opportunity for us to

connect more people than ever with

Shakespeare as the world joins in

celebrating the 450th anniversary of his

birth in 2014, and commemorating the

400th anniversary of his death in 2016.

3

Above: International Cultural Forum, Beijing, October 2013.

Left: Visitors from around the world enjoyed performances by Shakespeare Aloud! at the Birthplace.

Highlights 2013

818,000 visitors to the five Shakespeare Family Homes

Best-sellers

Shakespeare passed me by when

I was a youngster. I was surprised by

how interesting it all was.

Pensioner, Harrogate

Shakespeare duck has his own Facebook profile

Your guides rock!

A Canadian family

Our collections team welcomed 1,676 researchers,

issued 6,628 items,

and hosted 60 tours of the vaults

Gift and bookshop sales generated

£2mSeeing the

Birthplace and being invited to join in

with the actors was a dream come true

for our son.Mother, UAE

6,000 items from our collections were digitised and can now be seen online

Volunteers gave us

21,000 hours of their time

19 tonnes of waste diverted

from landfill

7,271 glasses of

Prosecco and scones with jam

and cream served to Fizz Tour

guests

21 baby animals

born – not counting the

chickens

‘‘ ’’

‘‘ ’’

Online bookings up by 188%25% more tour bookingsto the five Shakespeare Family Homes

31,0

00 p

eopl

e w

orld

wid

e rea

d ou

r coll

ectio

ns team

blogs at f ndingshakespeare.com

T e

audi

ence

for o

ur m

ain w

ebsite

shakespeare.org.uk grew by 24%

1 m

illio

n pe

ople

in 20

0 cou

ntries

acces

sed our online platforms

20,000 people of all ages took part in learning activities100% of our students would return or recommend their course

50,000 people attended the spectacular

Birthplace Lightshow in the weeks before Christmas

700 individuals and organisations consulted on plans to transform New Place

Gift and bookshop sales generated

£2mSeeing the

Birthplace and being invited to join in

with the actors was a dream come true

for our son.Mother, UAE

‘‘ ’’

Left: Carpark classroom: Dr Nick Walton leads Shakespeare studies with students at Hanover College, USA.

We welcomed more than 818,000 visitors from every continent to the five Shakespeare family homes in Stratford-upon-Avon (over 14,000 more than our previous best this century). People of all ages and backgrounds were inspired, entertained and informed with new displays and interpretation which ranged from musical installations to historical re-enactment, performance, tours, talks and hands-on activities. Each of our sites brought to life different aspects of Shakespeare’s works, life and times and his enduring influence, all winning consistently high scores for visitor satisfaction.

In March we opened ‘Shakespeare’s Treasures’ a new exhibition in the area adjacent to the Birthplace Cafe, increasing public access to a selection of unique and priceless treasures from our collections, many of them on public display for the first time. We are grateful to the DCMS/Wolfson Museums and Galleries Improvement Fund and other supporters for donations which helped us enhance our display facilities.

We are continually seeking new ways to increase public access to the Trust’s exceptional archive, library and museum collections, which are nationally designated and open free of charge to anyone. During 2013 we hosted 60 tours of our vaults, gave talks to 47 different groups, welcomed 1,676 researchers to our Reading Room, issued 6,628 items from the collections, and responded to more than 1,500 requests for information and images. The collections team created 120 blogs (www.findingshakespeare.co.uk) which were read by 31,000 people from all over the world. More than 6,000 items from the collection were digitised, making them accessible online. Our visitor guide app, Eye Shakespeare, which brings five centuries of Stratford’s history to life through hundreds of digitised treasures from the collections, was updated with augmented reality features, and downloaded 3,000 times.

Beyond Stratford, more than 1 million people from over 200 countries connected with the Trust through our digital media platforms. Our main website www.shakespeare.org.uk attracted 364,785 unique

visitors, a 24% increase on 2012. The audience for www.bloggingshakespeare.com grew by 33% to 78,815 unique visitors.

In the weeks before Christmas, we brought a new audience and a new dimension to evenings in Stratford as 50,000 people flocked to see the Birthplace Lightshow spectacular, produced in partnership with our neighbours in Henley Street, and with funding from Warwickshire County Council and support from the Henley Street Traders.

Inspiring

Hall’s Croft celebrated its 400th anniversary with a ‘House Party’ celebrating the colourful characters associated with its history, and many theatrical connections.

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Lights, music, live performance, living history, new exhibitions and a lively social media

presence were just a few of the key ingredients in our recipe for success in 2013.

We enrich the lives of people worldwide, providing a global cultural meeting place where everyone can share in the enjoyment and understanding of Shakespeare’s works.

Left from top:

Visitors enjoyed special candlelight evenings at the Birthplace as well as the spectacular Lightshow outside.

Music in the air: willow sculptures in the gardens at Anne Hathaway’s Cottage reflected the musical theme of projects to encourage visitors to explore the grounds.

Right from top:

Living history: staff and volunteers at Mary Arden’s Farm re-enact daily life on the working Tudor farm where Shakespeare’s mother grew up.

The chance to watch - and take part in – scenes from Shakespeare’s plays enthralls visitors at the Birthplace.

The gardens at New Place provide a tranquil oasis at the heart of Shakespeare’s Stratford.

A visit to Shakespeare’s grave at Holy Trinity Church has been included in our annual passes since April 2013, giving visitors the complete experience of the Shakespeare story, only available in Stratford.

Annual Report 2013

7‘‘ ’’

Juliet tops the public poll of favourite Shakespeare characters at Nash’s House and New Place.

The “favourite character” display was honestly one of the best displays I’ve seen – and I’m a PhD candidate in Renaissance lit!

Right:

The Shakespeare Birthplace Trust version of the Cobbe portrait, thought to be the only portrait of Shakespeare painted from life, was on display for the first time.

Illustration by Ailsa Burrows.

Engaging

Top:

Our Shakespeare Shorts Film Competition winner 2013 Agnieszka Slisz, from Poland, and boyfriend Filip Maskovic who travelled from Norway for the awards ceremony.

Above right:

Anjna Chouhan, Lecturer in Shakespeare Studies, leads an A level session. “It is so worthwhile to study texts beyond the classroom, and with an expert.” Pershore High School.

Right:

Baroness Floella Benjamin OBE was our ambassador for the launch of Shakespeare Week.

Annual Report 2013

8

From poetry to

farming, film and

the phenomenally

successful launch of

our campaign to give

every child in the UK

a great first encounter

with their national

playwright, the Trust

opened doors into the

world of Shakespeare

for people of every

generation.

We increase audiences for Shakespeare by offering a truly participative gateway to his works, life and times, working collaboratively in Stratford-upon-Avon, in the region, in the UK and across the world.

More than 20,000 people of all ages took part in our formal and informal learning programmes, and our courses for every age group scored exceptional satisfaction ratings. The most outstanding growth was in our work with primary schools, with a 40% increase in attendance on courses in Stratford. In April we announced the launch of Shakespeare Week, the first national celebration of Shakespeare for primary school children, working in partnership with arts and heritage organisations across the UK. The uptake by teachers and partners rapidly exceeded our expectations and 3,000 schools and 150 partner organisations had signed up to take part in the first Shakespeare Week in March 2014. We are grateful to Arts Council England for funding support for this initiative which aims to involve half of the nation’s primary school children by 2018.

Diverse events and activities engaged thousands more people from all walks of life. With Simon Russell Beale, Vanessa Redgrave and Carol Ann Duffy topping the bill, our 60th Poetry Festival attracted an audience of 1,300 to ticketed events. Another 1,000 people took part in Poetry Sunday on the streets of Stratford, and 250 poems were submitted for the Young People’s Poetry performance.

Our first Shakespeare on Film short film competition attracted 45 entries from film-makers aged 8 to 65 worldwide.

Thirty community groups took part in the People’s Parade supported by the Trust as part of Stratford’s annual celebrations of Shakespeare’s Birthday.

Volunteers continued to play a vital role in the work of the Trust. We are enormously grateful to the 131 volunteers, aged 16 to 86, who together donated more than 21,000 hours of their time to support every aspect of our work, including room hosting, historical re-enactment, gardening, and caring for our collections. Working with West Midlands Care Farming, we were pleased to establish a new Care Farm programme at Mary Arden’s Farm which supports 10 individuals each week. We also developed work experience programmes for young people from Warwickshire and the West Midlands, and a variety of paid and unpaid internships.

Annual Report 2013

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131 volunteers donated 21,000 hours of their time to our work

Youngest aged 16

Oldest aged 86

Longest service 18 years

Most hours donated by a single volunteer in 2013: 867

Above:

In November we participated in the national Takeover Day. Pupils from Bridgetown Primary School in Stratford-upon-Avon took part in running the Birthplace for the day, and performed their own adaptation of Macbeth.

Left from top:

Poet Laureate Carol Ann Duffy topped the bill for our 60th Poetry Festival.

This team of volunteers from Lloyds Bank was among several corporate groups lending support to the Trust’s work.

Birmingham University Cultural Intern Nicola Tinsley reviews collections items for potential future display.

Below:

Crowds enjoy the vibrant mix of free entertainment at the Shakespeare Birthday Celebrations.

Nic Fulcher, Interpretation Projects Manager, relished the challenge of transforming the introductory exhibition at Shakespeare’s Birthplace.

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Securing Support

As an independent charity which does not receive any direct revenue funding, everything we do must help us to connect people with Shakespeare, and crucially, ensure that we can do so for all time. Fundraising and the development of new income streams are vital to everything that we do, and particularly to help us make Shakespeare accessible to more people, and in new ways.

During 2013 our fundraising went from strength to strength. Key grants received included £150,000 from Arts Council England’s Renaissance Strategic Fund to establish Shakespeare Week as an annual celebration of Shakespeare for primary school children. A grant from the Collette Foundation enabled hundreds of children from schools to take part in activities that would not otherwise have been open to them.

A grant of £52,000 from the DCMS/Wolfson Museums and Galleries Improvement Fund towards the ‘Shakespeare’s Treasures’ exhibition helped us to display more of the Shakespearian goldmine that lies in our collections vaults. Arts Council England West Midlands Museum Development Small Grants funded a collections project to catalogue archaeology.

Two grants created new opportunities to engage our local communities: the Happy Museum Project funded musically-themed installations to enhance the experience for local residents at Anne Hathaway’s Cottage, and the Stratford-upon-Avon Public Arts Fund enabled a programme of Discovery Days at Nash’s House & New Place, free to residents of two Stratford wards on Sundays throughout the summer holidays.

We are grateful to these funders, and to our Friends and individual donors who donated £25,000 via membership subscriptions and private donations towards our collections programme, events and the Singing Shakespeare project to inspire choirs from all over the world to celebrate the Shakespeare anniversary years 2014–16.

We continually seek new ways to build our financial

and operational sustainability and resilience, in order

to deliver the highest standards of access, conservation,

interpretation and environmental responsibility.

Left:

Tim Dye introduced improved merchandising and ways of working to increase sales through our gift shop by 17.4%.

Ongoing conservation work included complex repairs to the chimney stack at Anne Hathaway’s Cottage. Picture courtesy of Stratford Observer.

Family heritage activities were a popular aspect of Discovery Days for local residents at Nash’s House & New Place.

More than 6,000 items from our collections were digitised to be made accessible online.

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Thanks to...We would like to thank the following trusts and organisations for

their support:

American Friends of the Shakespeare Birthplace Trust

Arts Council England

The Collette Foundation

DCMS/Wolfson Museum and Galleries Improvement Fund

Friends of the Shakespeare Birthplace Trust

Gatsby Charitable Trust

Hall’s Croft Club

Heritage Lottery Fund

Misfit Inc

Nuneaton Historical Association

George Pragnell Ltd

Stratford-upon-Avon Picturehouse

Technology Strategy Board

University of Birmingham, Shakespeare Institute

U3A Evesham

We would like to thank the many anonymous donors and the

following supporters who gave to our appeals:

Mr Frank Benson, in memory of Dr Geoff Benson

Mr and Mrs Ciaccia

Mr David Hargreaves

Mr James McArthur

Mr Yoshiro Sugimoto

Leslie Berry

Rev Neville Boundy, in memory of Rodney West

Mrs Freda Douthwaite

Mrs Jean Hewitt, in memory of Malcolm Hewitt

Mrs Joyce Strachan, in memory of Douglas Strachan

Mrs Sydney SysonD CMS/WOL FS ON

The Shakespeare Birthplace Trust maintains reserves to ensure that it is able to continue to fulfil its charitable purpose by providing for business continuity, ongoing conservation needs and to support future capital and revenue expenditure requirements which may not be covered by incoming resources. Our Reserves Statement and rationale is set out below.

Funding for the futureThe fund for Conservation Works to Historic Properties (note 4) has been designated to allow the Shakespeare Birthplace Trust to fulfil its mission and obligations against a schedule of known conservation works. It is our intention to carry out these works over the next 10 years. In addition to these works we are developing plans for long term improvements to the care and presentation of the collections, to developing our learning and outreach programmes including Shakespeare Week, and to further developing and improving the visitor experience at all five of the Shakespeare family homes. Needs in these areas are being assessed and a fundraising plan to support these needs will be developed over the course of 2014, when the Trust will be actively fundraising for a number of projects including Shakespeare Week, Shakespeare’s New Place and the care of the Collections.

Notes1 Strategic Property Reserves: the strategic property held by the Trust is

property that has been gifted or acquired and is deemed by Trustees to be of strategic importance to the Trust. In many cases this property is located near or adjacent to the Shakespeare family homes and is important in protecting and conserving their historic setting.

2 Operational Fixed Assets: the fixed assets include exhibition equipment, IT equipment and equipment used to manage and operate day to day activities.

3 Legacy fund: the legacy received from the estate of Donald Petty in 2012 was reserved by Trustees for future expenditure. In 2013, this legacy was allocated by Trustees to the Shakespeare Week project to meet the fundraising targets for that year. £30,000 was spent in 2013 with the balance due to be allocated to Shakespeare Week in 2014.

4 Designated Funds for Conservation Work to Property: the Trust has a statutory responsibility to conserve the Shakespeare family homes in its ownership. A programme of capital improvements has been identified by Trustees including £4.66m for conservation work across a number of properties over the next 10 years. This designated fund relates only to known conservation needs of the Trust’s historic properties and does not include conservation or storage needs of the library, archive and collections.

5 Funds allocated for Shakespeare’s New Place project: on 24 July Trustees approved a £1.97m allocation of free reserves towards the Shakespeare’s New Place project. These funds will be reserved pending the outcome of the application for Stage Two funding to the Heritage Lottery Fund.

6 Remaining Free Reserves: the Trustees believe that a target for free reserves equivalent to at least 6 months normal operating and reorganisation costs of approximately £3.5m is necessary in order to finance unforeseen business eventualities. The Trust’s free reserves do not currently meet this target however Trustees are committed to increasing the Trust’s free reserves in the short to medium term to meet this minimum operating requirement.

Reserves Statement at 31 December 2013

Fund Category

Total funds at Dec 2013

Restricted Funds

Total Unrestricted Funds

Strategic Property Reserves

Operational Fixed Assets

Legacy fund

Designated Funds for Conservation Works to Property

Designated Funds for Shakespeare’s New Place project

Remaining Free Reserves

Reserves at 31 December 2013

£22,251,000

£367,000

£21,884,000

£12,058,000

£1,300,000

£27,000

£4,658,000

£1,970,000

£1,871,000

Notes

Note 1

Note 2

Note 3

Note 4

Note 5

Note 6

TrusteesThe Trustees who served during the year were:

ChairmanPeter Kyle OBE, CCMI

Life TrusteesSir Geoffrey Cass MA, CCMI, FInstD Dame Margaret Drabble DBE Professor Ann Jennalie Cook PhD, FSA (until 14 June 2013) Professor Stanley Wells CBE, BA, PhD, FRSL, Hon DLitt, Hon DPhil Sir Eric Anderson KT, MA, MLitt, Hon DLitt, FRSE Neville Tarratt FCIB Roger Pringle MA, Duniv, FRSA, DL Peter Nicholls Michael Wood MA, HonDPhil, FRHistSoc, FSA, FRSA Professor Kate McLuskie MA, PhD Richard Hyde BSc, FCA

Local TrusteesHelen Keays BA, MCIM John Russell BSc A P Bird OBE Ralph Bernard CBE

Ex-officio TrusteesLord Lieutenant of Warwickshire Sir Martin Dunne KCVO (until 1 April 2013) Tim Cox (from 1 April 2013)

High Steward of Stratford-upon-Avon Sir William Dugdale Bt, CBE, MC, DL

Town Mayor of Stratford-upon-Avon Councillor Keith Lloyd (until 16 May 2013) Councillor Diane Walden (from 16 May 2013)

Bishop of the Diocese of Coventry The Rt Revd Dr Christopher Cocksworth BA, PhD, PGCE

Vicar of the Collegiate Church of Holy Trinity The Revd Martin Gorick MA, Cert Theol (until 1 March 2013)

Headmaster of King Edward VI School Bennet Carr BA, PGCE, NPQH

Executive CommitteeThe administration of the Trust is vested in the Executive Committee:

Chairman Peter Kyle

Deputy Chairman Richard Hyde

Committee Helen Keays Margaret Cund Michael Dobson John Russell Ralph Bernard Bennet Carr

Life Trustees are co-opted. Ex-officio Trustees serve by nature of the office they hold. Representative Trustees are appointed by their respective bodies. They serve for periods of three years and are eligible for re-appointment. Local Trustees are co-opted and serve for periods of three years. Re-appointment is considered by the Trustees immediately prior to the end of their respective terms.

Governance StatementDuring the year the Trustees continued to re-evaluate and advance governance standards, through benchmarking, self-review, skills audit and re-appraisal of the Trustee sub-committee structure within the terms of our Act of Parliament.

Address of Principal OfficeThe Shakespeare Centre, Henley Street, Stratford-upon-Avon, Warwickshire CV37 6QW. Registered Charity Number: 209302

Representative TrusteesBritish Library Caroline Brazier MA

English Speaking Union Peter Kyle OBE, CCMI

National Trust Margaret Cund BSc, MPhil

Royal Shakespeare Company Catherine Mallyon

Shakespeare’s Globe Neil Constable FGSM, CCMI

Stratford-on-Avon District Council Councillor Revd Neville Beamer MA (until 2 May 2013 when SDC ceased to be a representative body)

University of Birmingham Professor Michael Dobson BA, MA, DPhil

University of Cambridge Stephen Jolly MA, FCIPR (until 1 June 2013) Professor Helen Cooper BA, MA, PhD, DLitt, Hon DLitt, FBA (from 1 June 2013)

University of London Professor René Weis BA, MA, PhD

University of Oxford Professor Tiffany Stern MA, PhD, MPhil

University of Warwick Professor Carol Chillington Rutter BA, MA, PhD

Warwickshire County Council Vacant until 14 June 2013 when WCC ceased to be a representative body

Visit England Penelope, Viscountess Cobham (from 1 July 2013)

Honorary FellowsPaul Allen BA Professor Jonathan Bate CBE (from 16 November) Dr Robert Bearman MBE Baroness Floella Benjamin OBE (from 16 November) Michael Bogdanov Dr Paula Byrne Professor Ann Jennalie Cook PhD, FSA (from 14 June) Dame Judi Dench CH, DBE

Gregory Doran William Hawkes MBE, MA, ARIBA, FSA AJ Leon (from 16 November) Melissa Leon (from 16 November) Richard Pasco CBE Andrew Phillips BA, MCLIP Professor Adrian Poole MA, PhD N S Pratt Sir Roy Strong FSA Dame Janet Suzman DBE

The Shakespeare Birthplace Trust The Shakespeare Birthplace Trust came into existence as a result of the purchase for preservation as a national memorial of Shakespeare’s Birthplace in 1847 and of Shakespeare’s New Place estate in 1862. The Trustees were first incorporated by Act of Parliament in 1891 and now carry out their responsibilities under the terms of the Shakespeare Birthplace Trust Act 1961. The Trust is a Registered Charity, number 209302.

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12

Senior Officers Director Diana Owen BA, PhD

Chief Finance & Commercial Officer Tim Taylor BA, ACMA

Head of Operations & Business Development Philippa Rawlinson MA, MSc (from 7 January 2013 )

Head of Marketing & Audience Development Rachel Hudson BA

Head of Human Resources Colin Butler BSc, MA, MCIPD (until 29 December 2013)

Head of Research & Knowledge Paul Edmondson BA, MA, PhD

Head of Collections & Interpretation Delia Garratt BA, PhD

Head of Learning & Participation Jacqueline Green BSc

Secretary to Trustees Julia Howells MA

Publications‘Shakespeare Beyond Doubt: Evidence, Argument, Controversy’ ed. by Paul Edmondson and Stanley Wells, Cambridge University Press.

‘A Year of Shakespeare: Re-living the World Shakespeare Festival’, ed. by Paul Edmondson, Paul Prescott and Erin Sullivan, Bloomsbury.

‘Shakespeare’s Word Music’ in ‘The Oxford Handbook to Shakespeare’s Poetry’, ed. by Jonathan Post, Oxford University Press.

‘Are you ready for Shakespeare Week’ by Elizabeth Dollimore in Imaginative Minds (magazine for teachers).

Interview for Listening books with Elizabeth Dollimore and Claire Bell (for a CD they are making of people’s early experiences with Shakespeare).

‘Shakespeare and Heritage’, by Anjna Chouhan, Teaching Shakespeare 4, British Shakespeare Association (online newsletter).

‘What is the end of study?’ Brush Up Your Shakespeare at the Shakespeare Birthplace Trust, by Anjna Chouhan, Council for Learning Outside the Classroom Newsletter.

‘SBT: A World Elsewhere’ by Nick Walton on our educational offering for the ‘Uses of English’ journal, published by the English Association for School Teachers.

ConferencesBodleian Library, Oxford. Paul Edmondson and Stanley Wells took part in a panel discussion about ‘Twelfth Night’.

Nick Walton attended the Annual Conference of the National Association of Independent Schools, Philadelphia, USA.

Anjna Chouhan won the Doctoral Inaugural Lecture prize at the University of Leicester and gave a paper at the ceremony entitled “Against the Errors and Corruptions of Rome”: Shakespeare and the Victorian Anti-Catholics.

Diana Owen attended the Shakespeare Association of America Conference, Vancouver.

Verona. SBT co-hosted a conference with University of Birmingham and University of Verona on ‘Romeo and Juliet’ with Paul Edmondson and Stanley Wells as guest speakers.

Diana Owen spoke at the Stratford Business Conference, Gaydon Heritage Motor Centre.

Nick Walton gave the Stratford Schools’ Shakespeare Birthday Lecture

Norwegian Shakespeare Society’s Annual Meeting, Oslo. Paul Edmondson was special guest speaker.

Manchester Philosophical Society. Paul Edmondson and Stanley Wells were guest speakers.

Principal Advisors Architects Osbornes The Balconies, Hanley Swan, Worcestershire WR8 0DN

Rodney Melville & Partners 10 Euston Place, Leamington Spa, Warwickshire CV32 4JL

Auditors Mazars LLP 45 Church Street, Birmingham B3 2RT

Solicitors Robert Lunn & Lowth 2 Sheep Street, Stratford-upon-Avon CV37 6EJ

Bankers HSBC Bank plc 13 Chapel Street, Stratford-upon-Avon CV37 6EP

Chartered Surveyors Sheldon Bosley 58 Ely Street, Stratford-upon-Avon CV37 6LN

European Shakespeare Research Association, Montpellier. Paul Edmondson led a presentation on Shakespeare and Myth.

National Association of Teachers of English conference in Stratford-upon-Avon. Elizabeth Dollimore spoke about the research findings for Playing for Shakespeare. Nick Walton, Jacqueline Green, Anjna Chouhan and Elizabeth Dollimore spoke about the educational pathway at SBT, as well as Shakespaedia.

Weimar. SBT co-hosted the Shakespeare and Civic Life conference with University of Birmingham and University of Munich. Stanley Wells was guest speaker.

Stratford Ontario Shakespeare Festival. Paul Edmondson and Stanley Wells were guest speakers.

Bejing. Diana Owen and Paul Edmondson were special guest speakers and attended the International Cultural Forum – “The Master and the Classic: The inheritance and Spread of Cultural Heritage” organised by The 4th Cao Xueqin Festival of Arts and Culture.

Nick Walton was Scholar-in-residence at Hanover College, Indiana, USA.

Annual Conference of Christian Women’s Fellowship. Paul Edmondson was a special guest speaker.

Shakespeare’s Globe. Paul Edmondson gave a pre-performance talk.

Paul Edmondson led a presentation at the launch of www.reviewingshakespeare.com (with Paul Prescott and University of Warwick) in Venice.

University of Vechta, Germany. Paul Edmondson and Stanley Wells were key-note speakers at a conference on Shakespeare and the Horse.

Training days and workshops (Birmingham, Colchester and Bristol) Elizabeth Dollimore delivered three regional training days with trainee teachers.

Nick Walton hosted a two day professional development programme for teachers of English for AQA.

(London, Birmingham and Cumbria) Elizabeth Dollimore (with Vicky Pearson) facilitated and hosted three regional Shakespeare Week themed consultation days with arts and heritage organisations.

WebinarsAnjna Chouhan delivered a birthday webinar in collaboration with T.E.S. to celebrate the Bard’s 449th birthday.

Anjna Chouhan was filmed by Veritas Press (American home-schooling programme) discussing Shakespeare’s life, work and his global legacy.

Diana Owen and the Shakespeare Birthplace Trust acted as a Mentor for the Erasmus Darwin Museum in Lichfield as part of the AIM Mentoring Programme.

Sharing our knowledge and research

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Trustees’ Statement on the Summarised Financial Statements

These summary financial statements are a summary of information extracted from the Trustees’ report and consolidated financial statements for the year ended 31 December 2013. They may not contain sufficient information to allow for a full understanding of the financial affairs of the Trust.

For further information, the full financial statements, the auditors’ report on those financial statements and the Trustees’ report should be consulted.

Copies of these can be obtained from: The Chief Finance and Commercial Officer, Shakespeare Birthplace Trust, The Shakespeare Centre, Henley Street, Stratford-upon-Avon, CV37 6QW.

The Trustees’ report and consolidated financial statements were approved on 22 May 2014 and will be delivered to the Charity Commission in due course.

The financial statements have been audited by a qualified auditor, Mazars LLP, who gave an audit opinion that was unqualified.

On behalf of the Board of Trustees

Peter Kyle OBE Chairman of the Trustees

Independent auditors’ statement to the Trustees of Shakespeare Birthplace Trust

We have examined the summary financial statements of Shakespeare Birthplace Trust for the year ended 31 December 2013 which comprise the summary consolidated statement of financial activities and the summary consolidated balance sheet.

Respective responsibilities of the Trustees and Auditors The Trustees are responsible for preparing the summary financial statements in accordance with applicable United Kingdom law.

Our responsibility is to report to you our opinion on the consistency of the summary financial statements within the Annual Report with the full annual financial statements and the Trustees’ Report. This report is made to the charity’s Trustees, as a body, in accordance with the terms of our engagement. Our work has been undertaken so that we might state to the charity’s Trustees those matters that we have agreed to state in this report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s Trustees, as a body, for our work or for this report.

We also read the other information contained in the Annual Report and consider the implications for our report if we become aware of any apparent misstatements or material inconsistencies with the summary financial statements.

We conducted our work in accordance with Bulletin 2008/3 issued by the Auditing Practices Board. Our report on the charity’s full annual financial statements describes the basis of our opinion on those financial statements and on the Trustees’ Report.

Opinion In our opinion the summary financial statements are consistent with the full annual financial statements and the Trustees’ Report of Shakespeare Birthplace Trust for the year ended 31 December 2013.

Mazars LLP Chartered Accountants (Statutory Auditors) 45 Church Street, Birmingham, B3 2RT

Annual Report 2013

14

Summary financial statements for the year ended 31 December 2013

Annual Report 2013

15

Consolidated statement of financial activitiesfor the year ended 31 December 2013

Unrestricted Restricted Total Total funds funds 2013 2012 £000 £000 £000 £000

Incoming resources

Incoming resources from generated funds

Voluntary income 71 113 184 186

Activities for generating funds Trading income 2,359 - 2,359 2,114

Investment income

Income from investments 188 - 188 193

Rental income from the let estate 825 - 825 806

Incoming resources from charitable activities

Admissions to the historic houses 4,786 - 4,786 4,180

Provision of academic and cultural services 436 119 555 586

Other incoming resources 147 2 149 31

Total incoming resources 8,812 234 9,046 8,096

Resources expended

Cost of generating funds

Costs of generating voluntary income 7 - 7 88

Fundraising trading: cost of goods sold and other costs 1,987 - 1,987 2,020

Management of the let estate 374 - 374 366

Charitable activities

Maintenance and management of historic houses 3,974 - 3,974 4,302

Academic and cultural services 1,851 320 2,171 1,736

Governance costs 108 - 108 99

Total resources expended 8,301 320 8,621 8,611

Net incoming / (outgoing) resources before other recognised gains and losses 511 (86) 425 (515)

Other recognised gains and losses

Net gains on investment assets 394 - 394 916

Gain on revaluation of fixed assets for charity’s own use - - - 109

Actuarial profit on defined benefit pension scheme 465 - 465 (93)

Net movement in funds 1,370 (86) 1,284 417

Reconciliation of Funds

Funds brought forward at beginning of year as originally stated 20,514 453 20,967 20,550

Funds carried forward at end of year 21,884 367 22,251 20,967

Restricted funds comprise both income and capital funds. The incoming resources, resources expended and resulting net movement in funds arise from continuing operations and includes all gains and losses recognised in the year.

Consolidated balance sheetfor the year ended 31 December 2013

2013 2012 £000 £000 £000 £000

Fixed assets

Tangible assets 1,285 1,222

Heritage assets 15 15

Investments 23,263 22,710

24,563 23,947

Current assets

Stocks 194 224

Debtors 684 285

Cash at bank and in hand 372 302

1,250 811

Liabilities

Creditors: amounts falling due within one year (1,092) (824)

Net current (liabilities) / assets 158 (13)

Total assets less current liabilities representing net assets excluding pension liability 24,721 23,934

Defined benefit pension scheme liability (2,470) (2,967)

Net assets including pension liability 22,251 20,967

Funds

Restricted funds 367 453

Unrestricted income funds

Other charitable funds 2,832 6,937

Pension reserve (2,470) (2,967)

Net other charitable funds 362 3,970

Designated funds 6,655 1,361

Revaluation reserve 14,867 15,183

Total unrestricted funds 21,884 20,514

Total funds 22,251 20,967

These financial statements were approved and authorised for issue by the Board of Trustees on 22nd May 2014 and were signed on its behalf by:

Peter Kyle OBE Chairman of the Trustees

At a glance review of the year

Incoming resources (£,000) Admission to the historic houses

Trading income

Provision of academic and cultural service

Rental income from the investment estate

Income from investments

Other incoming resources

Resources expended (£,000) Maintenance and management of historic houses

Trading costs

Academic and cultural services

Maintenance and management of investment estate

Governance costs

£4,786

£2,359

£555

£825

£333£188

£3,981

£1,987

£2,171

£108£374

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