Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

Large volunteers +3

Overall GiG Score: 3

EAST DORSET HERITAGE TRUST

To stimulate public interest and care for the landscape, wildlife, archaeology, architecture, heritage and history of East Dorset and Dorset as a whole.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/22		£180	£135	£45	n/a	n/a	n/a	n/a	n/a	45
30/09/21		£168	£119	£48	n/a	n/a	n/a	n/a	n/a	45
30/09/20		£166	£149	£18	n/a	n/a	n/a	n/a	n/a	28
30/09/19	*	£156	£158	£-2	n/a	n/a	n/a	n/a	n/a	28
30/09/18		£167	£149	£18	£0	£0	£0	n/a	0	28
30/09/17		£185	£156	£29	£0	£0	£0	n/a	0	0
30/09/16		£153	£134	£20	£0	£0	£0	n/a	0	0
30/09/15		£164	£139	£25	£0	£0	£0	n/a	0	0
30/09/14		£124	£122	£3	£0	£0	£0	n/a	0	0
30/09/13		£126	£118	£8	£0	£0	£0	n/a	0	0
30/09/12		£139	£116	£23	£0	£0	£0	n/a	0	0
30/09/11		£153	£121	£32	£0	£0	£0	n/a	0	0
30/09/10		£116	£139	£-23	£0	£0	£0	n/a	0	0
30/09/09		£102	£115	£-14	£0	£0	£0	n/a	0	0
30/09/08		£126	£116	£11	£0	£0	£0	n/a	0	0
30/09/07		£97	£103	£-6	£0	£0	£0	n/a	0	0
30/09/06		£95	£114	£-18	£0	£0	£0	n/a	0	0
30/09/05		£104	£106	£-2	£0	£0	£0	n/a	0	0
30/09/04		£119	£127	£-8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 33 years

www.edht.org.uk

info@edht.org.uk

01202888992

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Dorset,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
45 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 60-88

PAT HYMERS Appointed: 2019, Occupation: Retired

DAVID NOEL SMITH Appointed: 2019, Occupation: Retired Landscape Contractor

DEREK BIDKAR FRANK BURT (Chair), Occupation: Retired, Other trusteeship: THE DORSET ASHLAR HOUSING TRUST,

DR LESLEY HASKINS, Occupation: Retired, Other trusteeship: THE LESLEY HASKINS CHARITABLE TRUST,

NEIL JOHN BICHARD Appointed: 2019, Occupation: Chartered Architect

SHANE BARTLETT Appointed: 2015, Occupation: Dental Technician

CATHERINE ELEANOR MARY THOMPSON Appointed: 2019, Occupation: Retired, Other trusteeship: THE PRIEST'S HOUSE MUSEUM COLLECTIONS TRUST,

PETER DAVID WALKER Appointed: 2019, Occupation: Retired, Other trusteeship: EAST DORSET ANTIQUARIAN SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 08/03/1991, number: 1002126
Registered at Companies House on 17/08/1990, number: 02532151

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 29 days late,

Main office

ALLENDALE HOUSE
HANHAM ROAD
WIMBORNE
DORSET
BH21 1AS

Objectives

(1)TO STIMULATE PUBLIC INTEREST & CARE FOR THE LANDSCAPE, WILDLIFE, ARCHAEOLOGY, ARCHITECTURE & HISTORY OF THE AREA OF THE BENEFIT NAMELY EAST DORSET.(2)TO ADVANCE THE EDUCATION OF THE PUBLIC IN ENVIRONMENTAL MANAGEMENT & HOW THE COMMUNITY CAN INFLUENCE THE DECISIONS THAT AFFECT IT & TO DEVELOP NEW APPROACHES TO ENVIRONMENTAL EDUCATION.(3)TO PROVIDE A FORUM FOR PEOPLE WITH SPECIAL ENVIRONMENTAL, ACADEMIC & TEACHING SKILLS TO SHARE THEIR INTEREST & EXPERIENCE WITH CHILDREN, VISITORS & THE LOCAL COMMUNITY.(4)TO COMPLEMENT THOSE ORGANISATIONS ALREADY INVOLVED IN INTERPRETATION & HELP RELATE THEIR ACTIVITIES WITHIN THEIR WIDER CONTEXT.(5)TO DEVELOP NEW APPROACHES TO ENVIRONMENTAL EDUCATION & INTERPRETATION.

Defined Area of Benefit:

EAST DORSET

Data Sources