SHAFTESBURY ABBEY AND MUSEUM PRESERVATION TRUST COMPANY LIMITED

Charity number: 293260
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £63,615
Total expenditure: £62,347

Total income includes £8,250 from 3 government grant(s)

People

9 Trustee(s)

75 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Religious Activities
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Dorset
  • Somerset
  • Wiltshire

Governance

Registration history:
  • 07 January 1986: Standard registration
Organisation type:
Charitable company
Other names:
  • FRIENDS OF SHAFTESBURY ABBEY (Working name)
Company number:
01964697 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Peter Wildman Chair 30 September 2020
None on record
Derek Beer Trustee 01 April 2025
None on record
Dr Julian Richards Trustee 20 September 2022
None on record
Dr Deborah Mary Jones Trustee 10 November 2021
SHAFTESBURY ARTS CENTRE
Received: On time
Dr David Stuart Edwards Trustee 10 November 2021
None on record
ANTHONY PHILIP PROCTOR Trustee 18 March 2014
SHELLEY THEATRE TRUST
Received: On time
Peter Ryley Trustee 24 July 2013
None on record
CLAIRE LOUISE RYLEY Trustee 11 October 2012
None on record
SARA DELANO JACSON MBE Trustee
FRIENDS OF NORTH DORSET WOMEN'S REFUGE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £73.89k £54.20k £70.70k £79.06k £63.62k
Total expenditure £76.01k £65.66k £67.69k £68.49k £62.35k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £17.66k £39.44k £18.00k £12.29k £8.25k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 19 August 2024 On Time
Accounts and TAR 31 December 2023 19 August 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 03 October 2022 On Time
Accounts and TAR 31 December 2021 03 October 2022 On Time Download Open in new window
Annual return 31 December 2020 24 June 2021 On Time
Accounts and TAR 31 December 2020 24 June 2021 On Time Download Open in new window
Annual return 31 December 2019 22 September 2020 On Time
Accounts and TAR 31 December 2019 22 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASOCIATION INCORPORATED 25TH NOVEMBER 1985 as amended on 24 Jan 2019 as amended on 23 Apr 2024

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

DORSET

Contact information

Address:
Shaftesbury Abbey Museum
Shaftesbury Abbey
Park Walk
SHAFTESBURY
Dorset
SP7 8JR
Phone:
01747852910
Email:
OFFICE@SHAFTESBURYABBEY.ORG.UK
Website:

www.shaftesburyabbey.org.uk Open in new window