Finance Score: -3

Governance Score: -2

Support Score: 0

Volatile income: -3
No PartB

No conflicts policy: -1
Mainly female board: -1

No supporters identified

Overall GiG Score: -5

DORSET ARCHIVES TRUST

Fundraising, educational lectures and social events to help fund the collection, preservation and storage of Dorset's archives.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female

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

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		£16	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£13	£7	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£11	£37	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£53	£23	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£7	£3	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£23	£22	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£7	£7	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£15	£26	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£20	£9	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£13	£5	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£12	£12	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£6	£2	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£2	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10?	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 34 years

www.dorsetarchivetrust.org

enquiries@dorsetarchivestrust.org

01305 250550

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

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 (12)

Current Trustees appointed

Gender Split

ANNE NETHERCOTT Appointed: 2017

CHRISTINE ANN FOWLER Appointed: 2023

DAVID MANNERS BURNETT Appointed: 2024

DEBRA JANE SHAW Appointed: 2015

DR KATHRYN R TERKANIAN Appointed: 2021

JACQUELINE RUTH HALEWOOD Appointed: 2015

JULIA MARGARET CARTER Appointed: 2014

MR SAM JOHNSTON

MRS ANNE KAILE Appointed: 2016

PAMELA JANET DONNELLAN Appointed: 2013

SARA NAN LOCH (Chair) Appointed: 2012

VICTORIA MARY MCDONAUGH MA, DL Appointed: 2015

Legal constitution

Charity registered in England & Wales on 21/08/1990, number: 1000142

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee expenses policy and procedures

Filing Record

17 returns made; AR11: 15 days late, AR10: 8 days late,

Main office

C/O Dorset History Centre
Bridport Road
DORCHESTER
Dorset
DT1 1RP

Objectives

THE EDUCATION OF THE PUBLIC BY THE PROMOTION OF THE PRESERVATION OF DORSET'S ARCHIVES AND BY THE SUPPORT ASSISTANCE AND IMPROVEMENT OF THE ARCHIVES SITUATED AT THE DORSET HISTORY CENTRE THROUGH THE ACTIVITY OF A GROUP OF MEMBERS

Defined Area of Benefit:

DORSET

Data Sources

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