Finance Score: 0

Governance Score: 6

Support Score: 7

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 13

SHAFTESBURY ABBEY AND MUSEUM PRESERVATION TRUST COMPANY LIMITED

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

Analysis by Giving is Great

Positives:

This charity has been very 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 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

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
31/12/22		£79	£68	£11	n/a	n/a	n/a	n/a	n/a	75
31/12/21		£71	£68	£3	n/a	n/a	n/a	n/a	n/a	65
31/12/20		£54	£66	£-11	n/a	n/a	n/a	n/a	n/a	35
31/12/19		£74	£76	£-2	n/a	n/a	n/a	n/a	n/a	65
31/12/18		£91	£71	£19	£0	£0	£0	n/a	0	35
31/12/17		£86	£47	£38	£0	£0	£0	n/a	0	0
31/12/16	*	£45	£41	£4	£0	£0	£0	n/a	0	0
31/12/15		£44	£43	£0	£0	£0	£0	n/a	0	0
31/12/14		£38	£39	£-1	£0	£0	£0	n/a	0	0
31/12/13	*	£39	£42	£-3	£0	£0	£0	n/a	0	0
31/12/12		£37	£42	£-4	£0	£0	£0	n/a	0	0
31/12/11		£39	£40	£-1	£0	£0	£0	n/a	0	0
31/12/10		£32	£34	£-2	£0	£0	£0	n/a	0	0
31/12/09		£31	£30	£1	£0	£0	£0	n/a	0	0
31/12/08		£31	£31	£1	£0	£0	£0	n/a	0	0
31/12/07		£28	£24	£4	£0	£0	£0	n/a	0	0
31/12/06		£26	£31	£-5	£0	£0	£0	n/a	0	0
31/12/05		£58	£63	£-5	£0	£0	£0	n/a	0	0
31/12/04		£50	£37	£12	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 38 years

www.shaftesburyabbey.org.uk

OFFICE@SHAFTESBURYABBEY.ORG.UK

01747852910

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
Religious Activities

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset, Somerset, Wiltshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
75 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
Garfield Weston Foundation - Main Grants award
£5,000	01/10/2021	Extending Exhibition and Learning Spaces
National Lottery Heritage Fund - Grant to Shaftesbury Abbey Museum and Garden
£42,900	10/01/2018	SAVED - Shaftesbury Abbey: a voyage of exploration and discovery
Garfield Weston Foundation - Main Grants award
£7,500	20/09/2017	SAVED: Shaftesbury Abbey - a Voyage of Exploration and Discovery

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-80

DR DAVID STUART EDWARDS Appointed: 2021, Occupation: Education Consultant

DR JULIAN RICHARDS Appointed: 2022, Occupation: Retired

JENNIFER HIRSCH Appointed: 2023, Occupation: Botanist

PETER RYLEY Appointed: 2013, Occupation: Accountant

CLAIRE LOUISE RYLEY Appointed: 2012, Occupation: Director

DR DEBORAH MARY JONES Appointed: 2021, Occupation: Retired, Other trusteeship: SHAFTESBURY ARTS CENTRE,

PETER WILDMAN (Chair) Appointed: 2020, Occupation: Retired

ANTHONY PHILIP PROCTOR Appointed: 2014, Occupation: Architect, Other trusteeship: SHELLEY THEATRE TRUST,

SARA DELANO JACSON MBE, Occupation: Company Director, Other trusteeship: FRIENDS OF NORTH DORSET WOMEN'S REFUGE,

Legal constitution

Charitable company registered in England & Wales on 07/01/1986, number: 293260
Registered at Companies House on 25/11/1985, number: 01964697

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR16: 240 days late, AR13: 19 days late,

Main office

Shaftesbury Abbey Museum
Park Walk
Shaftesbury
Shaftesbury
SP7 8EL

Objectives

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.

Defined Area of Benefit:

DORSET

Data Sources