THE SHAFTESBURY & DISTRICT HISTORICAL SOCIETY
The Society owns and operates Gold Hill Museum which is open to the public for seven months of the year;mounts two temporary exhibitions each year in addition to the regular displays;owns and maintains a local history library and archive available by arrangement for research:organises lectures in the winter;organises with the Abbey Museum an all-age learning and outreach programme
Objects
THE OBJECT OF THE CIO IS TO ENCOURAGE THE APPRECIATION, STUDY AND ENJOYMENT OF HISTORY, ESPECIALLY THAT LOCAL TO SHAFTESBURY AND ITS ENVIRONS, AND THEREBY ADVANCE THE EDUCATION OF MEMBERS OF THE SOCIETY AND THE PUBLIC OF ALL AGES AND BACKGROUNDS BY, IN PARTICULAR BUT NOT EXCLUSIVELY,(A) OPERATING A MUSEUM OF ARTEFACTS WHICH REFLECT THE HISTORY OF THE AREA AND(B) MAINTAINING A LIBRARY OF BOOKS AND DOCUMENTS OF LOCAL HISTORICALINTEREST
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £79,299 at the year end, a decrease from £111,655 in the previous year, driven by a net expenditure of £11,538 largely due to building works. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“No trustees, nor any persons connected with them, have received any remuneration from the charity during the year. There were no expenses or benefits paid to trustees in the period covered by these financial statements.” — page 17
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Register events
- Received assets from another charity (20/06/2014)
Trustees
- ELAINE BARRATTchair
- Ann Symons
- David Hardiman
- Elizabeth Hack
- Jeanette Hardiman
- John Brian Arnold
- Juliet Gordon
- Rupert William Tapper
- SHEENA COMMONS
- Tony Martin
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £52k | £59k |
| 31/03/2024 | £37k | £43k |
| 31/03/2023 | £33k | £31k |
| 31/03/2022 | £35k | £22k |
| 31/03/2021 | £33k | £24k |
Common questions
Is THE SHAFTESBURY & DISTRICT HISTORICAL SOCIETY financially healthy?
Per its FY2025 accounts: The accounts state that the charity held free reserves of £79,299 at the year end, a decrease from £111,655 in the previous year, driven by a net expenditure of £11,538 largely due to building works. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 11/02/2015 | £7k | "Shaftesbury Remembers the Great War: personal stories from the town and surrounding villages" |
| The National Lottery Heritage Fund | 17/03/2009 | £405k | "Gold Hill Museum Renovation and Developemnt Project" |