## **Trustees' Annual Report for the period** 

Period start date Period end date 01 June 2021 31 May 2022 **From To** Section A                        Reference and administration details 

**Charity name** INTERNATIONAL SHAKESPEARE ASSOCIATION **Other names charity is known by** ISA **Registered charity number (if any)** 1160312 **Charity's principal address** Shakespeare Centre Henley Street Stratford-upon-Avon **Postcode CV37 6QW Warwickshire** 

**Names of the charity trustees who manage the charity** 

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|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any) **|
|---|---|---|---|---|
||Tom Bishop|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Clara Calvo|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Sukanta Chaudhuri||01.06.21 - 24.07.21|Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Rafik Darragi|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Carla Dente|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Peter Holland|CHAIR||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Peter Holbrook|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Ton Hoenselaars|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Alfredo Modenessi<br>|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Li Lan Yong|||Members at annual general<br>meeting after WSC/ charity<br>trustees|



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|11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|Bi-qi Beatrice Lei|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
|---|---|---|---|---|
||Gordon McMullan|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Lena Cowen Orlin|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Martin Prochazka||01.06.21 - 24.07.21|Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Claudia Olk<br>|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Dominique<br>GoyBlanquet|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Lingui Yang (Gary<br>Yang)|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||Atsuhiko Hirota<br>|||Members at annual general<br>meeting after WSC/ charity<br>trustees|
||||||
||||||
||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for wholeyear**||
||NA||NA||
||NA||NA||
||NA||NA||



|**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|
|---|---|
|**Name**|**Dates acted if not for wholeyear**|
|NA|NA|
|NA|NA|
|NA|NA|



## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of**|**advisers (Optional information)**|**advisers (Optional information)**|
|---|---|---|
|**Type of adviser**|**Name**<br>**Address**||
|**NA**|NA|NA|
|**NA**|NA|NA|
|**NA**|NA|NA|
|||NA|
|**NA**|NA||



**Name of chief executive or names of senior staff members (Optional information)** 

Peter Holland (Chair) 

**Section B              Structure, governance and management** 

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## **Description of the charity’s trusts** 

Type of governing document 

## Constitution 

- (eg. trust deed, constitution) 

Charitable Incorporated Organisation (CIO) How the charity is constituted 

- (eg. trust, association, company) 

In selecting individuals for appointment as charity trustees, the charity Trustee selection trustees must have regard to the skills, knowledge and experience needed methods for the effective administration of the CIO.  This will include that they (eg. appointed by, elected should have made a significant contribution to the study and appreciation by) of Shakespeare.  When selecting new charity trustees, the charity trustees and the members will ensure a suitable level of international representation, including, but not limited to, representatives of established and regional Shakespeare organisations.  The vacancies so arising may be filled by the members at the annual general meeting and any vacancies not filled at the annual general meeting may be filled by the charity trustees. 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

- To advance the education of the public by furthering the study of Shakespeare’s life and work by such means as the trustees determine including by: 

- **Summary of the objects of the** - Organising, holding and promoting participation in the World 

- **charity set out in its** Shakespeare Congress and disseminating the learning from that 

- **governing document** event; and 

Offering advice and assistance in the establishment of national or regional Shakespeare associations. 

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Objective: Organising, holding and promoting participation in the World **Summary of the main activities** Shakespeare Congress and disseminating the learning from that event **undertaken for the public benefit in relation to these** Within the period 01.06.21 – 31.05.22 The International Shakespeare **objects (include within this** Association hosted the 11[th] World Shakespeare Congress in Singapore **section the statutory** (18-24 July 2021), and made plans towards the next world congress to **declaration that trustees have** be held for the public benefit in Italy in 2026. This congress will benefit **had regard to the guidance** young scholars in the UK and across Europe enabling cultural exchange **issued by the Charity** between scholars, students and Shakespeare enthusiasts from across **Commission on public benefit)** the globe. 

The 2021 digital Congress streamed and live-hosted from Singapore served the public benefit through being more affordable, accessible, and inclusive. Our hosts in Singapore were able to present many more performances for the public benefit than could have been staged live, and delegates who would not have been able to make the trip were able to join our community. 

This was the first Congress where communities of Shakespeare scholars, teachers and practitioners in over 40 countries were able to gather and interact while remaining each in their own locations, time zones, climates, and cultures for Shakespeare. 

Over 500 delegates from 42 countries came together over the space of ~~one week for the online event to take part in seminars, panels, and~~ **Additional details of objectives and activities (Optional** group-viewings and discussions of theatre productions by ten renowned **information)** You **may choose** and emerging directors across East, South and Southeast Asia. to include further statements, where relevant, about: 

- policy on grantmaking; Watch-parties and In-Conversation sessions with the directors of these 

- • policy programme related performances helped serve the ISA’s aim to advance the education of the investment; public as they provided a special opportunity to understand how and why Asian practitioners bring Shakespeare onto their own stages. Selected as 

- • contribution made by windows into Asian aesthetics, the performances illustrated how diverse, 

- volunteers. creative, and unique Shakespearean interpretations can emerge from aesthetic practices that remain deeply rooted in Asian religious rituals, traditional culture, and philosophy. 

The ISA’s Executive committee has had regard to the guidance issued by the Charity Commission on public benefit. 

Section D Achievements and performance 

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Section D                      Achievements and erformance p 

**Summary of the main achievements of the charity during the year** 

- Selection of Italy as the host for our 2026 world congress 

- 

- Nominations for new members of the Executive Committee 

- 

- The sudden requirement but smooth transition into transforming an in-person World Congress into an online event in the space of less than 6 months. 

- Over 500 delegates from 42 countries attending the ISA’s first online World Shakespeare Congress. 

- Over 70 fee waivers granted. 

- The online congress witnessed a notable increase in Asian and student participants. 

- The delivery of a rich online programme of events including: 4 keynotes lectures; 4 roundtable sessions; 4 director-in-conversation sessions; 14 panels; 34 seminars and workshops; 5 community events, and one book launch. 

- Providing access to all congress materials for one year after the event for the public benefit. 

- The continued development of a new vision for the ISA designed to encourage further opportunities for the public to benefit from the organisation’s work via recordings publications, and digital and hybrid events. 

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## **Section E                    Financial review** 

**Brief statement of the charity’s policy on reserves** 

Our Constitution states that our trustees have the power to “set aside income as a reserve against future expenditure but only in accordance with a written policy about reserves” 

**Details of any funds materially in deficit** NA 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

## **Signed on behalf of the charity’s trustees** 

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|**Signature(s)**<br>**Full name(s)** <br>**Position (eg Secretary, Chair,**<br>**etc)**<br>**Date**|<br><br>N.B.Walton||
|---|---|---|
||<br> <br>Nick Walton||
||<br>Executive Secretary and Treasurer||
||<br>30thMarch 2023||



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## International Shakespeare Association 

## Accounts 

Year: 2021/22 

|Unrestricted<br>**Receipts:**<br>Membership<br>2,517.38<br>Donations<br>-<br>Grant income<br>-<br>Bank interest<br>0.03<br>Royalties<br>_____________<br>2,517.41<br>**Expenditure:**<br>Grant Subsidy<br>-<br>Bank Charges<br>25.00<br>PayPal Fees<br>80.04<br>Refreshments<br>-<br>Costs of Secretariat<br>-<br>Travel & Accommodation<br>-<br>Printing & Stationery<br>-<br>Gifts<br>-<br>Professional Fees<br>-<br>WSC2021 Funding<br>_____________<br>105.04<br>_____________<br>**Net Receipts**<br>2,412.37<br>(payments)<br>**Cash Funds**<br>10,524.31<br>(last year end)<br>**Cash Funds**<br>12,936.68<br>(this year end)|Restricted<br>_____________<br>-<br>-<br>-<br>_____________<br>-<br>_____________<br>-<br>519.00<br>519.00|Total<br>2,517.38<br>-<br>-<br>0.03<br>_________<br>2,517.41<br>-<br>25.00<br>80.04<br>-<br>-<br>-<br>-<br>-<br>-<br>__________<br>105.04<br>__________<br>2,412.37<br>11,043.31<br>13,455.68|
|---|---|---|



