Finance Score: -1

Governance Score: 2

Support Score: 9

Volatile income
spending growth: -1
No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 10

THE PRIEST'S HOUSE MUSEUM TRUST

The Museum saves, cares for and uses local heritage artefacts to tell the story of the people of East Dorset. The Museum offers an extensive learning programme with family activities and children's events regularly organised throughout the year. A regular temporary exhibition programme shares local stories and history. The Priest's House Museum Trust trades as the Museum of East Dorset.

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
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

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
31/03/23		£360	£335	£25	n/a	n/a	n/a	n/a	n/a	120
31/03/22	*	£296	£473	£-177	n/a	n/a	n/a	n/a	n/a	100
31/03/21	*	£611	£463	£148	£36	£2,561	£1,076	27.9	8	150
31/03/20		£745	£303	£442	£10	£2,414	£977	38.7	6	135
31/03/19		£1,351	£472	£878	£2	£2,160	£1,158	29.4	10	150
31/03/18		£313	£322	£-10	£0	£0	£0	n/a	0	0
31/03/17		£247	£238	£10	£0	£0	£0	n/a	0	0
31/03/16		£214	£261	£-47	£0	£0	£0	n/a	0	0
31/03/15		£296	£216	£80	£0	£0	£0	n/a	0	0
31/03/14		£461	£234	£227	£0	£0	£0	n/a	0	0
31/03/13		£370	£191	£179	£0	£0	£0	n/a	0	0
31/03/12		£125	£144	£-18	£0	£0	£0	n/a	0	0
31/03/11		£126	£117	£8	£0	£0	£0	n/a	0	0
31/03/10		£128	£120	£8	£0	£0	£0	n/a	0	0
31/03/09		£122	£121	£1	£0	£0	£0	n/a	0	0
31/03/08		£140	£133	£7	£0	£0	£0	n/a	0	0
31/03/07		£103	£92	£11	£0	£0	£0	n/a	0	0
31/03/06		£88	£72	£16	£0	£0	£0	n/a	0	0
31/03/05		£75	£54	£20	£0	£0	£0	n/a	0	0
31/03/04	*	£61	£62	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 26 years

www.museumofeastdorset.co.uk

info@museumofeastdorset.co.uk

01202882533

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Dorset,

Who it helps

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

Who works here?

Unknown number of employees
120 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Heritage Fund	£115,300
Dorset Community Foundation	£10,500
DCMS	£6,000

Specific Donations

Amount	When Months	To be used for
Dorset Community Foundation - Millstream Theatre: Creative Arts Masterclass programme
£10,500	06/05/2022	Supporting core costs of Millstream Theatre (theatre group for adults with learning disabilities) and introduction of a Creative Arts Masterclass programme to encourage new members and work towards a ....more Supporting core costs of Millstream Theatre (theatre group for adults with learning disabilities) and introduction of a Creative Arts Masterclass programme to encourage new members and work towards a Cabaret performance at the Museum and local festival in summer 2023.
DCMS - Coronavirus Community Support Fund
£6,000	25/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Heritage Fund - Grant to Priest's House Museum
£115,300	10/08/2020	COVID-19: Priest's House Museum, the Museum of East Dorset
The Pilgrim Trust - Grant to The Priests House Museum Trust
£20,000	13/09/2018 21	The Revival Project; Improvements to the museum’s historic building and significant collections, and improved access
National Lottery Community Fund - Millstream at the Museum
£10,000	09/08/2018 12	The funding will be used to facilitate drama workshops for those with learning disabilities. The project aims to improve self-confidence and improve social interactions.
National Lottery Heritage Fund - Grant to Priest's House Museum
£1,127,400	21/06/2016	Priest's House Revival
National Lottery Heritage Fund - Grant to The Priest's House Museum and Garden
£56,100	04/12/2013	The one hundred year heritage of the First World War for Wimborne and East Dorset

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-80

JONATHAN CHARLES GREENWOOD Appointed: 2023, Occupation: Retired

DAVID MORGAN Appointed: 2012, Occupation: None, Other trusteeships: VISION WIMBORNE, WIMBORNE METHODIST CHURCH, CHRISTCHURCH AND WIMBORNE METHODIST CIRCUIT,

JEREMY FRANCIS MILLS Appointed: 2018, Occupation: Solicitor

MARIO RONCAGLIA Appointed: 2018, Occupation: Retired

SARAH NEWMAN Appointed: 2020, Occupation: Museum Manager

SUSAN ANNE COOK Appointed: 2015, Occupation: Retired

VANESSA ANNE JOSEPH Appointed: 2020, Occupation: Retired, Other trusteeship: EAST DORSET ANTIQUARIAN SOCIETY,

SARA LOUISE MARSHALL Appointed: 2014, Occupation: Retired, Other trusteeship: THE PRIEST'S HOUSE MUSEUM COLLECTIONS TRUST,

Legal constitution

Charitable company registered in England & Wales on 10/03/1998, number: 1068540
Registered at Companies House on 05/01/1998, number: 03488337

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls 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
Volunteer management

Filing Record

20 returns made; AR22: 4 days late, AR21: 46 days late, AR04: 1 days late,

Main office

MUSEUM TRUST
23-29 HIGH STREET
WIMBORNE MINSTER
DORSET
BH21 1HR

Objectives

THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN ARCHAEOLOGY, ETHNOLOGY, HISTORY, NATURAL HISTORY AND KINDRED SCIENCES AND PAINTING AND ARTS AND CRAFTS ESPECIALLY IN RELATION TO THE TOWN AND DISTRICT OF WIMBORNE MINSTER AND THE COUNTY OF DORSET. FOR FULL DETAILS SEE SCHEDULE

Defined Area of Benefit:

WIMBORNE MINSTER AND THE COUNTY OF DORSET

Data Sources