SHAFTESBURY ABBEY AND MUSEUM PRESERVATION TRUST COMPANY LIMITED

Registered charity 293260 · accounts filings on the Charity Commission register · also known as FRIENDS OF SHAFTESBURY ABBEY

Preservation Conservation of the site of Shaftesbury Abbey and making the museum garden available to the general public.

Objects

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF DORSET AND OF THE NATION AT LARGE, THE LAND PROPERTY AND ANICENT REMAINS KNOWN AS SHAFTESBURY ABBEY, SHAFTESBURY, IN THE COUNTY OF DORSET AND TO MAINTAIN A MUSEUM FOR THE PURPOSES OF DISPLAYING FINDS FROM THE ABBEY SITE.

Area of benefit: DORSET

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Religious Activities · Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2024 accounts

The charity reported a net income of £4,608 for the year, with total funds increasing to £322,944. Unrestricted reserves stood at £79,099, which the trustees noted was below their policy target of maintaining sufficient reserves to open the museum for the next year. The accounts were subject to independent examination rather than audit.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

• Peter Wildmanchair
• ANTHONY PHILIP PROCTOR · trustee of 1 other charity
• Dr David Stuart Edwards
• Dr Deborah Mary Jones · trustee of 1 other charity
• Ian Wilmshurst
• Jane Frederick
• Jennifer Daultrey
• Michael Wheeler
• SARA DELANO JACSON MBE · trustee of 1 other charity
• Sean Gaught

Trustee list from the Charity Commission register (current, not historical).

Operates in: Dorset · Somerset · Wiltshire

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).