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| TRUSTEES REPORT | 1-13 |
| INDEPENDENT EXAMINERS REPORT | 14 |
| RECEIPTS AND PAYMENTS ACCOUNTS | 15 |
| STATEMENT OFASSETSAND LIABILITIES | 16 |
| mes | ofthe charity trust | ofthe charity trust | ees who manage the | charity | |||
|---|---|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot for whole ear |
Name to a |
ofperson (or body) entitled oint trustee ifan |
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| Elaine Barratt | Chair/Stewards/ | Membership | |||||
| Shop Manager | |||||||
| Sheena | Commons | Vice Chair/Display/ | Membership | ||||
| Collection Care | |||||||
| 3 | David Hardiman | Buildings | |||||
| lan Kellett | Secretary/Lectures/ | Membership | |||||
| Marketing | |||||||
| 5 | Anthony | Martin | Collection Care | Membership | |||
| 6 | Mark Smith | Fund raising | Membership | ||||
| 7 | Rupert Tapper | Archive/Library | Membership | ||||
| 8 | Linda Wilton | Treasurer | To August 2022 | Membership | |||
| 9 | Liz Hack | Treasurer | From August 2022 | Membership | |||
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| 11 | |||||||
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| 20 |
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| The object ofthe CIO is to encourage the appreciation, study and |
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| enjoyment of history, especially that local to Shaftesbury, Dorset, and its |
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| Summary ofthe objects charity set out in its governing document |
ofthe | environs, and thereby advance the education ofmembers of the 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 of books and documents of local |
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| historical interest. |
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| The Trustees have had regard to the guidance issued by the Charity |
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| Commission on public benefit. It has informed our decisions on opening |
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| hours, free entry to the Museum, temporary exhibitions, all age and |
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| lifelong learning, cooperation with other groups in the area and |
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| communication with the local community. |
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| The Society, during normal times: |
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| ~ owns, maintains and operates Gold Hill Museum which is open to |
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| the public daily for at least seven months ofthe year with free | |||
| admission | |||
| Summary ofthe main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have |
~ mounts at least two temporary exhibitions each year in addition to the regular displays ~ 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 |
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| had regard to the guidance | attended by non-members on payment ofa small fee. |
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| issued by the Charity |
~ organises a learning and outreach education programme for |
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| Commission on public |
children and adults, parts ofwhich are conducted with the Abbey |
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| benefit) | Museum and Gardens |
| ~ ~ ~ |
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| ~ | ~ | ||
| Summary ofthe main achievements ofthe charity during the year |
Management 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, I ibrary and Exhibitions. |
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| Museum opening, shop and gardens The museum opened on Friday 1 April for its first full season since 2019, |
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| closing on 31 October. There were staffing difficulties due to 'the Covid |
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| effect', apparentiy also experienced by other organisations, ie, having |
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| been restricted by Covid regulations, some volunteers were reluctant to |
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| commit to regular shifts as they wished to have the freedom to take last- |
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| minute breaks. However, as usual, other stewards always filled the gaps |
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| and we opened daily, as advertised, for the whole season, |
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| The gift shop has a wide selection of souvenirs, the majority of which are |
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| made locally, and is a good source of income. Because we do not charge | |||
| for entry, we rely on the generosity of our visitors who normally number |
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| 20,000per annum; that number was down to 15,000 this season, however |
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| donation income was maintained. Shop purchases and donations provide |
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| a large part ofour income. | |||
| A new shop manager stepped up with lots of ideas for products planned |
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| for the 2023-24 season. There's nothing like a new broom, and the |
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| Chairman breathed a sigh of relief as she handed over the role. |
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| Our very small team ofgarden helpers has continued to work steadily and |
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| reliably throughout the year, for which many thanks. Although the |
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| museum was closed, access to the garden was made available during the |
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| town's Snowdrop Festival. |
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| The Collection | |||
| Over the past year a few items have been gifted to the Museum by |
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| members of the public. This includes Old Shaftesbury Girls School hats |
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| and scarves, Dorset Owl Ceramic Pot, Grandfather Clock and Barometer |
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| to name a few. These have all been taken to account. | |||
| The space in the storeroom is now very restricted and larger gifts may have |
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| to be refused if offered. |
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| The laptop is now set up and working in the storeroom enabling volunteers |
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| to access modes to bring all items to account or check they are on the |
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| account. Work sessions take place every month. | |||
| Two teams oftwo are now working on the collection updating and brining |
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| items to account on Modes and in the accession register. |
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| New pest monitors have been placed throughout the museum. Old ones |
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| showed no signs of hostile pests or infestations. |
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| Display | |||
| 2022 was the 400~ anniversary ofthe Dorset button industry so Gold Hill |
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| Museum mounted a display to celebrate this event. Shaftesbury was an |
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| important focus ofbutton making and buttons made here were sought after |
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| until the industry was mechanised. For this display we showcased items |
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| from the museum collection and were also loaned some items of clothing |
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| and modern button work illustrating the many ways that Dorset buttons can |
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| be used. | |||
| 2022 was also the 200~ anniversary of the sale of Fonthill Abbey, near |
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| Shaftesbury, in 1822-23so Gold Hill Museum hosted an exhibition in our |
| qHAp)Ty | qHAp)Ty | qHAp)Ty | IMM)SS)ON | IMM)SS)ON | IMM)SS)ON | IMM)SS)ON | IMM)SS)ON | The Shaftesbury | The Shaftesbury | & District | Hositorical Society | Hositorical Society | 1156273 | 1156273 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FOR ENGLAND | AND WALES | |||||||||||||||||
| Receipts and | payments | accounts | CC16a | |||||||||||||||
| Por | the period from |
P..rind srait dat' 01-A r-22 |
To | Peilod ei1d dale 31-Mar-23 |
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| ' | - | - | ||||||||||||||||
| ~ | ~ | . | e | ~. | ||||||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | ||||||||||||||
| tothe | nearest E |
tothe nearest E | tothe nearest E | tothe nearest E | tothe nearest E | |||||||||||||
| A1 Receipts | ||||||||||||||||||
| Donations | 10,606 | 10,606 | 8,675 | |||||||||||||||
| Grants | 500 | 500 | 13,395 | |||||||||||||||
| Gift Aid | 1,788 | 1,788 | ||||||||||||||||
| Lecture Income | 198 | 198 | 27 | |||||||||||||||
| Members' Subscriptions |
1,373 | 1,373 | 1,125 | |||||||||||||||
| Outings | 250 | 250 | ||||||||||||||||
| Rental Income | 6,000 | 6,000 | 5,175 | |||||||||||||||
| Room I-lire | 4,670 | 4,670 | ||||||||||||||||
| Sales | 7,405 | 7,405 | 6,922 | |||||||||||||||
| Other Income | 524 | 524 | ||||||||||||||||
| Interest | 319 | 319 | ||||||||||||||||
| Sub total | (Gross | income for AR) |
33,633 | 33,633 | 35,322 | |||||||||||||
| A2 Asset and | investment | sales, | ||||||||||||||||
| (see table). | ||||||||||||||||||
| Sub total | ||||||||||||||||||
| Total | receipts | 33,633 | 33,633 | 35,322 | ||||||||||||||
| A3 Payments | ||||||||||||||||||
| Admin &Office Supplies |
711 | |||||||||||||||||
| Business Rates | 1,062 | 1,062 | ||||||||||||||||
| Collection &Gallery | ||||||||||||||||||
| Cost ofGoods Sold | 4,816 | 4,816 | 4,080 | |||||||||||||||
| Display 8 Exhibitions | 17 | 17 | ||||||||||||||||
| Education | 42 | 42 | ||||||||||||||||
| Garden | ||||||||||||||||||
| Information Technology |
918 | 918 | 780 | |||||||||||||||
| Insurance | 3,969 | 3,969 | 3,715 | |||||||||||||||
| Marketing | 1,641 | 1,641 | 312 | |||||||||||||||
| Membership Events |
& | Expenses | 642 | 656 | ||||||||||||||
| Outing | 250 | 250 | ||||||||||||||||
| Repairs 8 Maintenance | 8,136 | 8,136 | 5,507 | |||||||||||||||
| Subscriptions | 570 | 570 | 265 | |||||||||||||||
| Utilities | 3332 | 3332 | 4,008 | |||||||||||||||
| Training | 24 | 24 | 57 | |||||||||||||||
| Professional Fees |
614 | |||||||||||||||||
| Accountancy | 480 | |||||||||||||||||
| Website | 315 | |||||||||||||||||
| Other Expenditure | 3,923 | 3,923 | 105 | |||||||||||||||
| Sub total | 30,668 | 30,668 | 21,667 | |||||||||||||||
| A4 Asset and | investment | |||||||||||||||||
| purchases, (see table) | ||||||||||||||||||
| Investment in Charifund |
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| Computer | ||||||||||||||||||
| Furniture, Fixtures |
8 | Equipment | 239 | 239 | 203 | |||||||||||||
| Sub total | 239 | 239 | 203 | |||||||||||||||
| Total | payments | 30,907 | 30,907 | 21,870 | ||||||||||||||
| Net ofreceiptsl(payments) | 2,726 | 2,726 | 13,452 | |||||||||||||||
| A5 Transfers | between | funds | ||||||||||||||||
| A6 Cash funds last year | end | 63,050 | 8,498 | 71,548 | 58,096 | |||||||||||||
| Cash funds | this | year end | 65&776 | 8,498 | 74,274 | 71,548 |