SHAKESPEARE SOUTHAMPTON LEGACY TRUST

Charity number: 1184734
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £31,330
Total expenditure: £59,513

People

4 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 02 August 2019: Standard registration
Organisation type:
Trust
Other names:
  • SSLT (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ralph Douglas-Scott Montagu Chair 24 December 2017
None on record
MARILYN WILTON-SMITH Trustee 29 June 2019
None on record
Laura Kay Matthias Trustee 24 December 2017
None on record
Dorna Louise Bewley M.A. Trustee 24 December 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £31.10k £14.79k £37.51k £31.33k
Total expenditure £4.53k £17.66k £13.64k £59.51k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 30 October 2024 On Time
Accounts and TAR 31 December 2023 30 October 2024 On Time Download Open in new window
Annual return 31 December 2022 16 October 2023 On Time
Accounts and TAR 31 December 2022 16 October 2023 On Time Download Open in new window
Annual return 31 December 2021 22 August 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 27 September 2021 On Time
Accounts and TAR 31 December 2020 27 September 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 06 JUL 2018 AS AMENDED BY DEED DATED 29 JUN 2019

Charitable objects

1) TO ADVANCE EDUCATION, 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 (1573-1624), WILLIAM SHAKESPEARE’S SOLE DEDICATEE; INCLUDING BUT NOT EXCLUSIVELY BY • ESTABLISHING AND MAINTAINING, AN ONLINE REPOSITORY OF BOOKS, MANUSCRIPTS, RECORDS OF HISTORIC INTEREST, PICTURES, PHOTOGRAPHS, AND OBJECTS OF ANTIQUITY • SPONSORING, HOSTING, AND CONTRIBUTING TO CONFERENCES, LECTURES AND COMMEMORATION EVENTS BRINGING TOGETHER INDIVIDUAL RESEARCHERS AND MEMBERS OF THE PUBLIC WORLDWIDE • PROMOTING, PRODUCING AND SUPPORTING INFORMATION MEDIA SUCH AS THE INTERNET, RADIO, TELEVISION, LIBRARIES, UNIVERSITY PRESSES, SEMINARS, CONFERENCES, LECTURES AND EXHIBITIONS • DEVELOPING, SUPPORTING, AND MAKING RESEARCH SCHOLARSHIPS, MAINTENANCE ALLOWANCES, AND GRANTS 2) FOR THE PUBLIC BENEFIT, THE PRESERVATION, RESTORATION, REPAIR, MAINTENANCE, IMPROVEMENT AND BEAUTIFICATION OF THE HISTORIC GRADE 1 LISTED BUILDING KNOWN AS ST PETER’S PARISH CHURCH TITCHFIELD, HAMPSHIRE PARTICULARLY BUT NOT EXCLUSIVELY THE CHAPEL, MONUMENTS, AND SUBTERRANEAN SEPULCHRE OF THE WRIOTHESLEY, EARLS OF SOUTHAMPTON

Contact information

Address:
PALACE HOUSE
BEAULIEU
BROCKENHURST
SO42 7YL
Phone:
001590614705
Email:
sslt@beaulieu.co.uk
Website:

shakespearesouthamptonlegacytrust.com