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home >> charity search >> the dorset natural history and archaeological society
Finance Score: -2
Governance Score: 6
Support Score: 8
  • Deficit on trading: -1
  • Pension deficit: -1
  • Strong growth: +2
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +8
Overall GiG Score: 12 ?

THE DORSET NATURAL HISTORY AND ARCHAEOLOGICAL SOCIETY

The advancement of education for the benefit of the public in the areas of archaeology, natural sciences, literature, the fine and decorative arts, antiquities and local history relating to the County of Dorset.The acquisition, preservation, conservation, exhibition and development of collections relating to the areas outlined above.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • There has been strong growth in spending over the last 5 years
  • Fundraising costs are low relative to funds raised
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • The accounts in the latest year show a significant deficit from trading activities
  • There is a pension deficit of £210,000
  • Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23£1,221£2,280£-1,059£69£12,967£6203.324100
31/03/22£1,443£2,830£-1,387£24£13,332£1330.62950
31/03/21£6,341£1,067£5,274£43£14,507£-804-92250
31/03/20£6,099£968£5,131£29£9,297£620.82150
31/03/19£2,370£1,054£1,317£139£4,143£6627.520200
31/03/18£2,056£1,019£1,037£112£2,795£7208.5200
31/03/17£1,053£839£214£37£1,701£180.3190
31/03/16*£922£854£68£40£1,713£2733.8130
31/03/15£539£554£-15£61£1,588£3036.6130
31/03/14£472£541£-69n/an/an/an/an/an/a
31/03/13?£763£649£115£99£2,028£69012.860
31/12/11£801£520£280£73£1,900£63314.6120
31/12/10£600£598£3£361£1,506£3366.7130
31/12/09£444£477£-33n/an/an/an/an/an/a
31/12/08£648£505£143£139£1,425£3789130
31/12/07£1,285£523£762£117£1,392£54912.6120
31/12/06£657£712£-54n/an/an/an/an/an/a
31/12/05£443£407£36n/an/an/an/an/an/a
31/12/04£372£356£16n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 6.7%
Fundraising Costs/Total Spending: 3.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 157%
Unrestricted Funds/Total Funds: 5%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4.8
Asset Split ?
Balance Sheet History
Established: 28 years

www.dorsetcountymuseum.org

enquiries@dorsetmuseum.org

01305262735

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • 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 supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
DCMS£400,522
National Lottery Heritage Fund£250,000
Wolfson Foundation£120,000
Garfield Weston Foundation£100,000
The Foyle Foundation£25,000
Specific Donations
Amount When
Months		 To be used for
National Lottery Heritage Fund - Grant to THE DORSET NATURAL HISTORY AND ARCHAEOLOGICAL SOCIETY
£250,000 01/11/2023
Tomorrow’s Museum for Dorset - A Sustainable Future
The Foyle Foundation - Learning (MGS)
£25,000 11/02/2021
a contribution towards increased operating costs on re-opening due to COVID-19 delays and restrictions (awarded grant in response to coronavirus)
Wolfson Foundation - Grant to Dorset County Museum
£120,000 09/12/2020
WF Covid-19 Support Fund
Garfield Weston Foundation - Major Grants award
£100,000 27/11/2020
TOMORROW’S MUSEUM FOR DORSET
DCMS - Saving Dorset's Museum
£213,121 01/04/2020
To support Arts and Culture throughout England
DCMS - Cultural Capital Kickstart Fund
£187,401 01/04/2020
To support Arts and Culture throughout England
DCMS - Tomorrow's Museum for Dorset: Collections Care and Access
£175,000 01/04/2019
The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled visitors, and to improve the quality of ....more
ARTS COUNCIL ENGLAND - Making Space for Art
£489,775 16/10/2018
23
DCM requests support for a suite of new, high quality temporary exhibition spaces within the redeveloped Tomorrow’s Museum for Dorset: a large, GIS temporary exhibition gallery; a smaller, flexible art, activity and community space; and a ....more
Garfield Weston Foundation - Major Grants award
£100,000 21/06/2018
Tomorrow's Museum For Dorset
Garfield Weston Foundation - Major Grants award
£300,000 14/06/2018
Tomorrow's Museum for Dorset
John Ellerman Foundation - Towards salary of a Curatorial Director
£90,172 24/05/2018
36
Towards the salary of a new Curatorial Director, to lead on the curation of four new permanent galleries, boosting organisational curatorial capacity
DCMS - Making Space for Art
£489,775 01/04/2018
Making Space for Art
Wolfson Foundation - Grant to Dorset County Museum, Dorchester
£150,000 16/06/2017
Redevelopment of the museum
National Lottery Heritage Fund - Grant to Dorset Natural History and Archaeological Society
£11,833,100 28/04/2015
Tomorrow's Museum for Dorset: Re-Imagining Dorset County Museum
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed

Age Range of Trustees: 37-76
  • CLAIRE DIXON Appointed: 2024, Occupation: Executive Director, Dorset Museum & Art Gallery
  • DAVID FRENCH Appointed: 2021, Occupation: Retired
  • DAVID TUCKER Appointed: 2024, Occupation: Freelance Consultant
  • JEAN MARY LANG Appointed: 2021, Occupation: Lawyer
  • LAURA SOUTHALL Appointed: 2023, Occupation: Head Of Learning
  • MORAG WOOD Appointed: 2022, Occupation: Pr Consultant
  • PETER SHARMAN Appointed: 2023, Occupation: Finance Director
  • SIAN MERRIOT Appointed: 2018, Occupation: Trustee
  • TRACEY MARIE PARSONS Appointed: 2021, Occupation: Solicitor
  • TRACY CHEVALIER Appointed: 2021, Occupation: Writer
Legal constitution
  • Charitable company registered in England & Wales on 14/05/1997, number: 1062400
  • Registered at Companies House on 29/04/1997, number: 03362107
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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
19 returns made; AR16: 3 days late,
Recent reorganisation events:
  • Asset transfer in from THE MOULE AND DU BOULAY TRUST FOR ART on 07/08/2024
Main office

DORSET MUSEUM
66 HIGH WEST STREET
DORCHESTER
DT1 1XA

Objectives

(I) THE ADVANCEMENT OF EDUCATION FOR THE GENERAL BENEFIT OF THE PUBLIC IN THEAREAS OF ARCHAEOLOGY, THE NATURAL SCIENCES, NATURAL HISTORY, LITERATURE,MUSIC, THE FINE AND DECORATIVE ARTS, ANTIQUITIES AND LOCAL HISTORY RELATINGMORE ESPECIALLY TO THE COUNTY OF DORSET(II) THE ACQUISITION, PRESERVATION, CONSERVATION, EXHIBITION AND DEVELOPMENT(AS FAR AS POSSIBLE) OF COLLECTIONS RELATING TO ARCHAEOLOGY, THE NATURALSCIENCES, NATURAL HISTORY, LITERATURE, MUSIC, THE FINE AND DECORATIVE ARTS,ANTIQUITIES AND LOCAL HISTORY RELATING MORE ESPECIALLY TO THE COUNTY OFDORSET

Defined Area of Benefit:

DORSET

Data Sources

Charity Commission for England and Wales
360 Giving

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