Finance Score: -3
Governance Score: -6
Support Score: 0
  • Spending falling: -1
  • Multiple Deficits: -2
  • No PartB
  • No conflicts policy: -1
  • Very static board: -5
  • Large volunteers +5
Overall GiG Score: -4 ?

DORSET RECORD SOCIETY 

It publishes books, texts, transcripts, and study guides relating to archive material and historical sources not readily accessible to the general public because of their age, fragility, illegibility, language or location.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board composition appears to be very static

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • On several occasions in recent years income has been less than spending

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
31/12/23£1£0£1n/an/an/an/an/a3
31/12/22£0£1£0n/an/an/an/an/a3
31/12/21£0£0£0n/an/an/an/an/a0
31/12/20£0£1£0n/an/an/an/an/a0
31/12/19£1£0£0n/an/an/an/an/a0
31/12/18£4£2£2£0£0£0n/a00
31/12/17£6£3£3£0£0£0n/a00
31/12/16£1£0£1£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 9 years

smith_wellbridge@btinternet.com

01305264259

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides services
Where it operates
  • Dorset,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 07/01/2016, number: 1165078
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Engaging external speakers at charity events policy and procedures
  • Internal charity financial controls policy and procedures
  • Trustee expenses policy and procedures
Filing Record
8 returns made; all on time
Main office

2 WELLBRIDGE CLOSE
DORCHESTER
DT1 2BJ

Objectives

THE OBJECTS OF THE CIO ARE TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF HISTORY, AND TO FACILITATE HISTORICAL RESEARCH BY THE PUBLICATION, DISTRIBUTION AND INTERPRETATION OF ARCHIVAL TEXTS, RECORDS AND STUDY GUIDES RELATING TO THE HISTORY OF THE COUNTY OF DORSET.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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