Finance Score: -2

Governance Score: 6

Support Score: 6

Deficit latest year: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 10

SHIRE HALL (DORCHESTER) TRUST

The Shire Hall (Dorchester)Trust is an independent charity that operates the Historic Courthouse Museum at Dorset's Shire Hall. Our mission is to make Shire Hall into a place that engages visitors with the history of justice and injustice in Dorset and beyond. It inspires people to make a difference to society, politics, and justice for all.

Analysis by Giving is Great

Positives:

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 and dynamic in terms of composition

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 was lower than spending in the latest year

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	*	£364	£411	£-48	n/a	n/a	n/a	n/a	n/a	30
31/03/22		£406	£354	£52	n/a	n/a	n/a	n/a	n/a	30
31/03/21		£421	£283	£138	n/a	n/a	n/a	n/a	n/a	50
31/03/20		£408	£432	£-24	n/a	n/a	n/a	n/a	n/a	75
31/03/19		£667	£499	£168	£71	£168	£0	n/a	11	92
31/03/18	*	£261	£261	£0	£0	£0	£0	n/a	0	0
31/03/17	*	£79	£79	£0	£0	£0	£0	n/a	0	0
31/03/16	*	£20	£8	£12	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

shirehalldorset.org

info@shirehalldorset.org

01305261849

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
30 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.

Specific Donations

Amount	When Months	To be used for
DCMS - CRF21 Shire Hall (Dorchester) Trust
£54,900	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21 Shire Hall (Dorchester) Trust
£112,600	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20 Shire Hall (Dorchester) Trust
£109,800	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Shire Hall (Dorchester) Trust
£59,500	29/05/2020	COVID19: Shire Hall (Dorchester) Trust
Garfield Weston Foundation - Main Grants award
£20,000	14/09/2017	Shire Hall Historic Courthouse Museum: developing a new museum in Dorchester, Dorset
Wolfson Foundation - Grant to Shire Hall Dorchester Trust
£50,000	16/06/2017	New historic courthouse museum

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DAVID UPSHALL Appointed: 2019

INES LAGE Appointed: 2023

JILL COOK Appointed: 2016

MARY PENFOLD Appointed: 2019

THOMAS DE WIT MA Appointed: 2015

TREVOR HEDGER Appointed: 2021

DR ROSE WALLIS (Chair) Appointed: 2021, Other trusteeship: GLOUCESTERSHIRE COUNTY HISTORY TRUST CIO,

IAN FRANCOIS BERNARD GOSLING Appointed: 2017, Occupation: Retired, Other trusteeships: HERTFORD BRITISH HOSPITAL CORPORATION, PARIS, HERTFORD BRITISH HOSPITAL, PARIS, THE DORCHESTER CIVIC SOCIETY,

Legal constitution

Charity registered in England & Wales on 21/08/2015, number: 1163252

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
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

Filing Record

8 returns made; AR23: 30 days late, AR18: 5 days late, AR17: 27 days late, AR16: 2 days late,

Main office

Shire Hall
High West Street
DORCHESTER
DT1 1UY

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF DORCHESTER AND THE SURROUNDING AREA ESPECIALLY BUT NOT EXCLUSIVELY BY THE ACQUISITION AND MANAGEMENT OF THE SHIRE HALL DORCHESTER FOR THE PROVISION OF A VISITOR CENTRE AND OTHER ASSOCIATED CHARITABLE ACTIVITIES.

Data Sources