# ## ## ||Page| |---|---| |TRUSTEESREPORT|1-12| |INDEPENDENT EXAMINERS REPORT|13| |RECEIPTS AND PAYMENTS ACCOUNTS|14| |STATEMENT OFASSETSAND LIABILITIES|| ## |||~ ~| |---|---|---| |Description ofthe charity's trusts||| ||Type of governing
document|CIO Association
Constitution
last amended
5 April 2016| ||(eg
ttUst deed, constitution)|| ||How the charity is constituted|Charitable
Incorporated
Organisation
ofapproximately
130members| ||(eg. trust, association,
company)|| ||Trustee selection methods
(ea, appointed
by, elected by)|Trustees must be members
ofthe Society, elected by its members.
One
third ofexisting trustees
retire each year and may stand for re-election.
Trustees are elected at the AGM held
in August
following the end ofthe| |||financial
ear. Trustees have the
ower to co-o t as necessa| |Additional
governance
issues (Optional
information)||| |You may choose to include
additional
information,
where
relevant,
about:||Volunteers,
including
new trustees,
have a short induction
on first arrival.
Further training
is ongoing
within
role, including
any external
training
courses which may become available.
A comprehensive
Stewards'
Guide, containing
procedures
and relevant| |~|policies and procedures
adopted for the induction
and
training
oftrustees;|policies, is readily available to all volunteers;
stewards
are required
to sign
an annual
declaration
that they have read it. No trustees or other
volunteers
receive any remuneration
or other benefits.
Role descriptions
for all trustees
and other volunteers
are available.
DBS| |~|the charity's
organisational|checks are only made
ifappropriate.
The Society operates
published| ||structure
and any wider|Volunteer;
Safeguarding;
Disability
Discdimination;
Equal Opportunities;| ||network
with which the charity|Health
&Safety; Education;
Exhibition
&Display; Financial
Control;| |~|works;
relationship
with any related
parties;|Lifelong Learning;
Acquisition
8 Disposal; Care & Conservation;
Collections
Development;
Environmental;
Access; Data Protection
Policies
as well as Emergency;
Resource; Audience
Development;
Forward
Plans,
Security Review, and a Documentation
Procedural
Manual
covering| |~|trustees'
consideration
of|accessioning
and disposal ofgifts and loans, all ofwhich are updated to| ||major risks and the system|schedule.| ||and procedures
to manage
them.|The Society is a member ofAIM (the Association
of Independent
Museums),
the South-West
Federation
of Museums
and Art Galleries, the| |||Dorset Museums
Association,
the North Dorset Museums
Group and is| |||accredited
with ACE (Arts Council England).| |||The intruder
and fire alarms,
fire extinguishers,
heating
system,
lift, and| |||CCTV are held on routine service contracts.| |4
~|||~ ~
~
~
~| |---|---|---|---| ||||The object ofthe CIO is to encourage
the appreciation,
study and| ||||enjoyment
of history, especially that local to Shaftesbury,
Dorset, and its| |Summary ofthe objects
charity set out in its
governing
document||ofthe|environs,
and thereby advance the education
of members
ofthe Society
and ofthe public of all ages and background
by, in particular
but not
exclusively:
(a) operating a museum
ofartefacts which reflect the history
ofthe area and (b) maintaining
a library ofbooks and documents
oflocal| ||||histodical
interest.| ||||The Trustees have had regard to the guidance
issued
by the Charity| ||||Commission
on public benefit.
It has informed
our decisions
on opening| ||||hours, free entry to the Museum,
temporary
exhibitions,
all age and| ||||lifelong learning,
cooperation
with other groups
in the area and| ||||communication
with the local community.| ||||The Society, during
normal times:| ||||~
owns, maintains
and operates Gold
Hill Museum
which
is open to| ||||the public daily for at least seven months
ofthe year with free| ||||admission| ||||~
mounts at least two temporary
exhibitions
each year in addition| |Summary
ofthe main|||to the regular displays| |activities undertaken
for the
public benefit in relation to
these objects (include within
this section the statutory
declaration
that trustees
have
had regard to the guidance
issued by the Charity
Commission
on public|||~
owns and maintains
a local history library
and archive which
is
open to members
and the general
public for research purposes
by appointment
at agreed times throughout
the year
~
organises
and holds lectures
in the winter which
may be
attended
by non-members
on payment ofa small fee
~
organises a learning
and outreach education
programme
for
children
and adults,
parts ofwhich are conducted
with the Abbey| |benefit)|||Museum
and Gardens| |~|~||~
~
~| |---|---|---|---| |Summary|ofthe main||Management| |achievements
ofthe charity
during the year|||The Trustees
held 11 committee
meetings
when they delivered
reports
on their respective
responsibilities.
Sub-groups
met as necessary to deal| ||||with matters such as Collections, Archives,
Library and Exhibitions.| ||||Museum
opening, shop and gardens| ||||The museum
reopened
on 31 May, two weeks after pandemic| ||||regulations
allowed,
and has operated
normally
since, closing on 31| ||||October.| ||||The gift shop has a wide selection ofsouvenirs,
the majority ofwhich are| ||||made locally, and is a good source of income. Because we do not charge| ||||for entry, we rely on the generosity
ofour visitors who normally
number| ||||20,000 per annum.
Shop purchases
and donations
provide a large part| ||||ofour income.| ||||Our small team ofgarden
helpers has continued
to work steadily and| ||||reliably throughout
the year, for which many thanks.
Investing
in the| ||||council's fortnightly
garden waste collection has proved
invaluable.| ||||The Collection| ||||Some examples ofdonations
Gold Hill Museum
has received are:| ||||A large picture ofGold Hill painted
by Keith Cast, a renowned
West| ||||Country
artist, who painted
in the second half ofthe 20th century
and| ||||specialised
in landscapes
and seascapes. This is now hanging
on the| ||||staircase.| ||||A Hovis plate and framed
photos ofthe various
Hovis adverts. These| ||||were on display
in the Hovis exhibition
and have since been donated to| ||||us.| ||||A selection of plans and artwork
by Henry
Haig A.R.C.A. , a stained glass| ||||artist, of his commissions
relevant to Shaftesbury
and its environs.| ||||We continue to work on catching
up with our backlog and have started to| ||||work on the rationalisation
ofthe Storeroom.| ||||Temporary
Display| ||||The Hovis exhibition,
which was mounted
for the 2020 season, was left in| ||||situ for 2021. Itwas made possible
by the loan ofseveral
unique
items| ||||from a private collection and proved to be popular,
particularly
the re-run| ||||ofthe original
Hovis advert on a display screen.| ||||The childhood
exhibition
was completed
and opened for 2020 and there| ||||has been a great deal ofinterest
in the dolls' houses and box rooms. We| ||||have made this display interactive
to an extent with dolls in the wooden| ||||cradle which can be played
with, books to read and vintage toys and will| ||||expand
on this in the following years.| ||||An extra exhibition
was put up in July about John Rutter, the 'Turbulent| ||||Quaker' ofShaftesbury,
to coincide with the commissioning
and| ||||placement
ofa blue plaque
in his memory.
A small ceremony was also| ||||held
in Gold Hill museum
with many ofthe Rutter family attending| |~|~|~
~
~||| |---|---|---|---|---| |||1822-23; an unfortunate
Matron ofthe Westminster
Memorial
Hospital|in|| |||1923;the inauguration
ofthe Park Walk War Memorial
in 1921;the||| |||Teulon Porter Lectures of2021 and 2022; and The Art ofA Salesman,||| |||linked to a now twice-postponed
January
lecture on Merton Russell-||| |||Cotes. There was also welcome exposure ofeight photographs
of||| |||Edwardian
Shaftesbury
from the Society's Tyler Collection.||| |||Information
Technology.||| |||Andy Hargreaves,
a local ITexpert, continues
to lend support
pro bono.||| |||Life-long learning
events and schools||| |||Following a Covid break, the monthly
Reminiscence
Afternoons
resumed||| |||at Shaftesbury
Library
in 2021 as part ofthe museum's
ShaResbury||| |||Remembers
project. Sessions have been well attended
within the
County
Library restrictions.
Topics discussed
have included
Travel,
In|the|| |||News, Treasured
Objects, Christmas
Traditions,
Our Working
Lives,||| |||School, Shops and most recently, Jubilee. The sessions are||| |||enthusiastically
supported
by those attending
and by the Shaftesbury||| |||Library staff.||| |||In January
the museum's
link with Sunshine
Hour at the Bell Street
United Church continued
with a presentation
on Albert Tyler's Edwardian||| |||Shaftesbury
photographs.
Local people attending
offered to be||| |||interviewed
at a later date about their memories
ofthe town.||| |||It has been difficult to re-establish
our education
team (jointly with The||| |||Abbey Museum)
following
the pandemic
and we are currently||| |||endeavouring
to recruit suitable volunteers.||| |||The Lecture and Events Programme||| |||With lockdowns
and social distancing
in force for at least parts ofthe||| |||reporting
period, and apprehensions
raised by the emergence
of new
Covid variants,
the indoor lecture series was again disrupted.
Forthe||| |||second consecutive
year it was impractical
to organise a Summer
Outing||| |||or a hands-on
All-Age Joint Activities
programme
with the Abbey||| |||Museum.
Itwas possible to invite online participation
in an "Amazing
Spaces Challenge",
and an outstanding
entry
in the shape of a model
"MrToad's Abandoned
Caravan" became part ofthe 2021 temporary|of|| |||exhibition
featuring
Dolls' Houses created
by Tryphena
Orchard.||| |||Fortunately,
the first major event ofthe year on 7August 2021 was out-
of-doors, and well-attended.
A Blue Plaque commemorating
the life and||| |||achievements
of local 19th century
printer-publisher
and human
rights||| |||campaigner
John Rutter was unveiled
by the Lord Lieutenant
of Dorset
in
Shaftesbury's
The Commons.
This project, funded jointly by The S8DHS
and Shaftesbury
Town Council, was driven
by the President
ofthe
Society. The Plaque is notable
in that it is the first, among a dozen or so,
to mark the contribution
by a named
individual
to the betterment
of life in||| |||the town.||| |||Lectures resumed
in October in the well-ventilated
space of Shaftesbury||| |||Town Hall with the previously
postponed
Teulon Porter Memodial
Lecture
by Professor Tony Badger. A venture
away from the comfort zone oflocal
or even British History,
it proved to be a masterly
examination
of its
subject, "Trump, Biden and 2020 in Historical Perspective. "Itwas well||| ## ## |||The annual
fixed costs (rates, insurance,
utilities,
maintenance
contracts)| |---|---|---| |Briefstatement ofthe||of running
the Museum
are in the region off10,000. Ifthe Museum
must| |charity's
policy on reserves||close for any reason we still have these bills to pay with the additional| |||concern ofthe proposed
increase
in fuel prices and its knock-on effect.| |||The lift is necessary for enabling
full access and would be expensive
to| |||replace. Substantial
repairs to the fabric ofthe building
may be needed at| |||some time in the future. The Trustees have estimated
a figure of5%of| |||the rebuild value plus 210,000 annual
fixed costs as the contingency| |||reserve.| |Details ofany funds materially
in deficit||Not applicable| |Further financial
review details (Optional
information)||| |You may choose to include
additional
information,
where
relevant
about:||The Museum
has no loans and none ofthe Museum's
assets (building
and collection) is used as collateral. The Museum
has just one site which
is owned
by the Society and the accounts cover all financial
activity at
that site.| |~
the charity's
principal
sources offunds (including||Our investment
policy is based on the principle
of caution
using a deposit
account and a Charifund
investment
at present.| |any fundraising);||The Trustees thank
all our donors,
including
our members,
the general| |~
how expenditure
has
supported
the key objectives
ofthe charity;||public and local businesses
and groups, for their generosity.
We also
thank those local and regional businesses
which offer concessional
rates
and those businesses
who turn up at short notice to help us out in| |||an emergency.| |~
investment
policy and||| |objectives
including
any||| |ethical investment
policy||| |adopted.||| |||-| |||~
~
~
~
~
~
~| |We plan to open on Fdiday
1|April|for a normal season.| |2022 will be the 400th anniversary||ofDorset buttons so we are planning
a display to commemorate
this| |milestone.
2022 is also the 200th||anniversary
ofthe sale of Fonthill Abbey
in 1822-23so Gold Hill Museum| |is hosting
an exhibition
in our|small exhibition
room, to be called 'Fonthill Fever'. Using sale catalogues,|| |guide books, prints and souvenirs,
it will show how the Fonthill sales gripped the public imagination.
As part
ofWessex Museums'
Hardy's
Wessex, we will also be highlighting
our Jude the Obscure-related
items.||| |Another
major anniversary
in|2022 is the platinum
anniversary
ofQueen Elizabeth
IIso we are planning
how|| |we can also celebrate this im|ortant event.|| ## ## ## ## ## ## ## ## ## ## ## ## ## |||||||~||e|~
~|~||~|~||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||||||||||Unrestricted|Restricted||||Endowment|| ||Categories|||Details|||||funds||funds||||funds| ||||||||||to nearest 5|to|nearest 5|||to nearest 5|| |Bt Cash|funds|||Bank Accounts|||||62,999||||ar498||| |||||Cash in Hand|||||50||||||| |||||||Total||cash funds|88,049||||8,488||| |||||Iasrse|balances|with|receipts snd paymenls||||||||| |||||||||account(s))|OK|CK||||OK|| ||||||||||Unrestricted|Restricted||||Endowment|| ||||||||||funds||funds||||funds| |||||Data il8|||||to nearest 5|to|nearest 2|||to nearest 2|| |B2Other|monetary assets|||Debtors|||||||||840||| ||||||||||Fund to which|||||Current value|| |||||Details|||||assetbelon
s||||||0 tlchsl| |63Investment||assets||Chari/und|Accumulation||Units||Unrestricted||||||42,721| |||||Details|||||Fusil to whic)1
asset helen s|Cost||loptional)||0urfe ht vaIU8
0 tlohel|| |B4Assets retained for|||the|Freehold Properly|||||Unrestricted||||||675,000| |charity's|own|use||Fixtures 5|Fittngs||||Unrestricted||||88,149||| |||||Computers|||||Unrestricted||||||| |||||Heritage Assets|||||Unresaicted||||||132,624| |||||Stock|||||U11mstilcted||||||2,140| ||||||||||Fund to which|AmoUht|||dUe||When due| |||||Details|||||liabil
relates||o|ional|||o
onal| |BSLiabilities|||||||||Unrestricled||||258||| |Signed by one or two trustees
behalf of ag the trustees|||on||Signature||||Print|Name|||||Date of
a
royal| ||||||||||E.Barrett||||||| ||||||||||L.Wilton|||||||