Charity reglstration number: 1156273 The Shaftesbury & District Historical Society Annual Report and Finandal Statements for theyear Ended 31 Ntarth 2025 Ward Goodman AudftSep41¢s Ltd 4Cedar Pdrk Ferndown Industrial Esate Dorset BH2175F
The Shafteslwry & Dlstrirt Hlstorical So¢lety Contents l¢ontlnuedJ Rpfereno and AdrniniStTat] Detslls Trustees, Report 2to7 Statemerrt of Tntstees, Rwn5ibilibe5 Independent Examifterfs Report ststemertot An8n¢lal Actlvftie5 io Balance Sheet li otesto the Flnanclal Statements J2to20
The Shaftesbury & Di5trfrt Historical Society Reference and Admln15trative Detsils Miss Jeanette Hardiman MrTorry Martin Mr Rupert lliaM Tapper Mr lan Kellett Mr5 Sheen? Commons Mrs Elaine Barratt Mr David Hardiman Mrs Elizabeth Mrs Ann Syrrtons 1156273 thlrfty Reelstratl(m Nwnbtr Principal Ot Gold Hin meum Sun & Moon CottagÈ l Gold Hlll Shaftesbury SP7 8JW Ward Goodman Audit servi Ltd 4 Cedar Park Ferndown Indu5trkl Estate Wimbrlrne BH2175F Page I
The SIMftethry & Ixsirkt Hi5ttirlcal Soaety Trustees, Report The trustees present the annual report together wÈth the finan(ial statemeftts of the drItyf0rthe¥ear ended 31 March Z025. The objett of the ao is to encourage the apprrfiation study and enjoyment of hi%tDry. espeually that lo(al to 51Mftesburyi D¢rse¥ and its eTr41rons, aThd thereby advance the bJucation of member5 of the Soriety and of the publk of all oge5 and back8rpund by, In partlojlar but not excSusi¥ely. (a) opefatin8 a museum of artefacts whith reflect the hlstory of thE am and (b) rnintaInIng a fibrary of IX and documents of lo(71 hirtorical Intsrest. The Society: * owns. maintsins ar operdkn Gold Hill Museum wP4ch is OP to the pubHc d4ilyfar at least Seven months of theyvar wlth fr admission •mounts at lea#two temporary ethbittons each year In add5tlon to reBular thspl •own5 and maintains a Icc21 history Ilbrary 2nd ar¢hTr whith is open to membets and the general public for research purposes by appDlntment ataTred times throvthoutlhe ye • vrganlses aad holds lectutes In the wirtter whlth rw be attended ty rK)Trmefftbe on mment of a small • Sharos a1trarnl)g and outyeath edu¢3thTh V¢JffrnTnmewith the Mwm. The soclety was operated entlrEFy by volunteers forthe whole )w. The v(4unteers rfde a hu8e contrMon coverTn8 e¥Ery aspert Of the Iweration. Not only do thetrUSt apwwlate the ron5iderable, wlMln& hours input but also the genrdl publlc is Impressed by their tofttrlbution a5 can be sw in our vtsiti)r comments book Brid Comments oTrknÈ. publk sets the 5tewaTd% durlng thelr visrt but there are, of ¢our conslderable inputs by volunteers bend th? 5ftna as those who malntsln the bulldln& labour in the 8orden, work wlth trrt colleEtKsn Dr the and Ihraty. put up the dlsplay4 producp and publish the newslètter, Ipply for furmllng a5 approprfat4 SUre torftpl1att wlth current requlrèmerts updats the webslte. tske part En research vhth tht loal community, orEanlse the a114ge and lttelon8 learnln8 aLti¥iths nd or8Hnise the wlnter leciures. The Society operates pubed Vokniteer.. safeguardIn D15ability Dis171mTnatlon; Equal Opportunttie5" Heatth & Sa, Edu¢atlon: Exhlbitton & Dl¥lay, FiTrancial C(mtro1' UfelonE LeaTnlns PKw151tlon & D15P05al. Care & Conservation; Collectlons De¥elgprnen¢" ETNironmwrtal: *£ce4" Data Pn)tecttop POli¢le5 as wefl 45 EmetyenLY," Restsurry Audleno DebElopment. Forward Plans, Security Review. and a Documentation Protedural Manual eD¥eriftg acce55ionlng and disP05al of loans all of which are updated to %heduEe. The Souety is a member of AIM lthe A5s0tiation of Inde[wart Museumi), the SouttFWesl Federatiorj of IseumS and Art GalleTle4 thE Dorset Assticiatlory the North Dorset Musews Group and 15 arcredik¢d withACE (Arts Coundl England}. The tru5tee5 comlTm that hm contplltd wRh the f4UIrnettt5 of 5eLtion 17 of thÉ CthJnlles ALt 2011 to haw due rei4r4 ts the publlc 0eft03nce published bythe Chgrtty Commission for EnEland and Wales. Page 2
The Shaftesbury & Distrl¢t Historfeal Society Trusteu, Report {continued) Manawnent The Tri held 12 committee meetlnE5 WI1 delkrtred reports on their respecdve rup0nslbiliti. SubThps met as hece&sarytodeal wlth ascouectlons. Arthlves. Ubrary and Exhlbltions. The museufft opened ¢n Saturday 23 Marth closlng on Sunday y November. tt als9 gpened for the tovén's Snowdrop Fastfval durfng Febnjory IAif-tÈryn. The glft shop has a wide solection of gyryentr% the majority of whith are made and ts a goad source of in¢ome. Because we do not drge lor entry, WE rely on the 8erJerosty of our ¥Yslttsts who mmibered 57. back to pcK1 Shop purthases and donatlons provide a t4rge part of our tncome. Our gardener. wlth ara5ional hew frrmn one othes. contiftued to wo ead4ty4nd retffjblythroughoutthe year, for whlth many thank& Th• Collpthon The Collett1 tewn have contlnued to document all ID the storW. Thls k v2ry laryg tsrni and ¥AII teke time as ea¢h Ittm has to be thecked that the paper Work Is in order and entered corredy In Mpdes. athlltion each Jtem Is now being photographed and entered Into Mixles. This takes time btrt we ar2 hopil that thè Syslem wll ¥pffd In the fuivre. There has been a slow trickle of donat¥0 of Vddou5 kfnds. We ontrsr accept 81fts. one Glft of note was a Shaftesbury Penny Grfted Fy Phll Proctor. Ako Ydrlow Iterns of old baby ckithes xhvol unrfomi& We look ford to MOVI some rtems from pur current storeroom Into the new sttyervDm in the new exten1. In summary 4 successful year. 2024. th¢ dlsp mounteil In ThJrsmlt eyhiljltion room * ade In xftestsurf. As as Sbafte5bury Itself, thls was extended to Indude all the wlt3ges In the mU$ ratdU atea A ht of re5eafch in our Ilbrary and archives pruCd a large fist of businases from taffl to brfckworks. Items hnUFaCtud ran8ed from tsutton5 to tssto britks ty fiour PTDduced in the lucal watsr flour is stlll produced today ty tht watw mill In Canll whlth 4QDtln4M to Thlf wa5 an intertsting Èxerctse and a lot. dl%o¥ered ?hout ur Irjcal area. The Vlklng d15play from thE PTE¥¥ow ¥èar was taken down and replBced wlth a dtsplay about the Shaftesbury HIEh SthoDI for girts. Ilys ItdeS varfous items iyf ynlfonn. photDS the wl4lt7al xhgBI * ar an Imw of the pkqve wi the tat?. ThÈ tempow 3rrJAve exh"thitlon about ngrèd,S Mlddle Sthool wa5fjdapted to eommer4)r*e the twentieth annibprsaryof the xhool dasure in 21x14. This W4$ followed by a display rrf early tourlst guides to the town. In advance of the new season an exhlbition of rnaterfal produeed by Hith Hoe Pre in the 19205 and 1930$ vds ukwelod in FebTuory durlng the haff term holidav. Pa8e 3
The Shatsbury & Dlstrl¢tHlstorwal Sodety TrustÈes' Report (wntinuedl The LlbrarylArcl The archivesteam of 10 volunteer5 has contlnued to sor¢ cataloguèand conserve the Collection and eirter na¥ Items, recelved as donètiori& They ha¥e dpatt wlth enquiries via the museum wEbslte and thro4 prearrdn8ed wsits. Muth uf the printed rneiAI has been takd and the Rrenda Inn&4 ardth intwated whwe approprlate. Attention has therefore ljeen 4fven to the dlBit153thn of the colour sIFdes in the rallfftion. The slldes ha beèn placed In add frEe foltsrs and the s(2ns saved ad oryani5ed on the mLeM computer systeffl. As prt of the meurn nsIOn addlrional storge space ha5 been tmted with the remrwdl of the office from the library. An order has been pkrAd fttWO rDws of shelviffj fvndEd by thè SwansTnsL Monituring Of the atmo5pherk £ondttion5 in the Ilbrary ha5 fDntinuEd. Humidtty levets and temperatures are now SltittDryfoiknanÈ the InstsllatTh of a portabla alr condttloner. The Lll)rdrlan attended a tonsuhtian eveht at Gillingham Museum and lèamed abo the user owagtment projett beln8 carrfed out in the town and surrwndingvllla8es bythe L£)cal History Sodety. Memkershlp c the end of March 2025Y4as around 130. The 5ociety5 annual nevJskn WH5 the blggest yet and rec•ved much w4ise. However, the weitht of tt meantthat the p051age costforthe 31 mthnbets who (k) not li¥t in tslmn%d4ate area was ccfftiderable. Andy Hargreaves. a lo(al ITexbrt (ontinue5 to ler Sup pro bono. The Wiaftesbury Remember< websits continues to 8row and indudes the bitv4phtl dekiE5 of 1622 IndMduat5 fFDrn the l(ycal area who seNod in the FlTrt We War. Most of thw TeMrd5 Isave nthv been updated uthg data frDm thé 1921 cer ETrquirles and appreri&tloft ha¥e been received from35 farIeld 45 Nèw Zeaknd Au5tr9114 Can4dH anl the Unfted State5. The Edwardian Shaftesbury arthl Edwardlan Wll8ges lidts lif Albert Trler plwraphs were PfESent£d to the Rotary (Jub. the Trefoil zroup, Motthmbe Grange residents, St John's Church coffEp morn1 and to restdents and their famllles at 5t Dents Lodge. Museum Yolunteers have also Iwld twelve Remin15¢en Afternoons at Shaftesbury Ubrary this year. an average attendafi of IfL The Lecturegnd Ev•ts Proyamrne The y4riad programme of Winter lertures attracted ggDd audlerKes thIDw Thanks to the gnsoing pubbcty Pred by Alfred Radio and on our own SI)SEte. several noTrmtThbe wm¢ of whom JolrRd the Society, attended eath. In 5eptemkntwenty.four Society membw5 enicyed the Fwiallty and knowled ol ILxal htSttWFan Martln Shalcrf>SS. Indud13 vlslttoTisbury parEsh dwrds.
The Shaftesbury & Di5trkt Historical Soclety Trustees, Report (¢ontinued} The 8ulldin85 The mlun<$ last fire asSesent havinB been carrfed out it the tlme of tts rÈdevelgpment anfl extqjsion ba£k in 201& a Fire Sthty cOUlEant Instrurted and fgjlowing a len8thy meetin8 between the thalrman, Buildlngs M4na8er and the nsUltant in Df the buildin8 Its existing fire Safety arran8effents. hts rèport and recommendatK>ns were receivè4 most uf his rerommondatlon5 were actione4 whlch includéd a Visit and inspthn ty5baftthry re Bri8ade in May. Ha¥ÉnB r&efved an IrtsuraficÈ surbEyof5 repwk a rewmmendatloTr w05 rnde trffjt remote siwiglliryg bi Incorpotsted btto our extstingfve Srn. Thi5¥As Su5[U1 Installed fn July, RegardlWgtw&wlndowy the Garifen ruum. a bcal r•trsat18facrllY repHlrEd thenk Th2 flttofS of rece0 and rourn5 1 & 2 wpre rtrpainted prlor to the Aprfl rÈ-opening date. The tholrman and Bullifmz Manager nw the Arthitert * hls oMr AprEI when k was rpaxnmÈnded ththe MIUM sh(wld take £harge of the and Moon Cottage proJect and appuint Dur own bullder to 3Ee the pruffttt through Zu rth1PtiDrn The wthiipck had obtalrwd p13nnlns and bulkling reguloll5 c¥xiseRt and pra¥iqled spetlftcatlons and drawl A 5uttable bulldpr wa5 appointod, and the wDrk progressed throt4thout the yeBr ta a 5atFsfactory condusfon. The work Induded exteThslv¢ altprnaon5, whkh IrKJuded paintlns and decDrfinu thE prerni and 2xtendFng the CCTV and Intruder akrm 5VStem& A $eparate ongoing problem rairfvjater ]n8TeSS fr0ft7 abDYe the entrancè dDor to the new shop. It ts esTrbllshed that thb was due to a leak1 siii in the ndOW above the dwt. Thls W lsTattonty rettlfied, toget1 wth repar5 to a gutter, alr vprt and draillage doWnpOS. The temperature ift the Ilbrary could Bn# unbeHrably •t * thn8s for tlw who work there. A solutTon w45 rqulred. A ftand1ftg untt prod[rEternpepr tontrDI was purcw installed and plLMnbed Inta a htsle In the reat WAIL throuBh whlth it exlkusts and drdlD& ft is workln8 well arrd the team are sati5fiEd wlth the solutlon to their problem. The 4Utters were deafed In Febnrnry. Thé museum's wtndcps deaned extemally In Marth. We had no power surae prDtectlon In place for the vanous el¥trfGal devrw thtwhout the museum. Thil has been rettTfied through the purchase of p(Twer &ur8e eknsk>n 42bles. Alr conditioninq iyds 5er¥l¢ed in March.The fre alorm systern was Satfact svlced In Marth. The Gold Hill Museum contimits to be the maln engine of publioty for Soclety aeif¥ibes, supported by the invaluable output of Shaftesburfs own radFo ststion AIftEd. trfill Afjuseum tontlnues to be publkised in o tourtst ltsfièt pubbshed iDirtfy with the Abbpy Musetsm and Garden in a Museums Tr•il l*afletfe•turfns sever¥il North Dorset museums• 4nd in a T(VATn fjulde map sold at the Tourist Inforniatlon Cerrtre Installed inside the Moffisons Daity SupermarkeL
The Shaftthiry & District Hlsiorfcal Society Trustees, Report Icontinued) DonaEIoTo1 slxlp S8les The mu5wm was opeft IstAprflto 31stOctt)ber arnl Febnmry Idf-temi. Therefore, incorne from Dcnationsand Shop sales are as folh)ws. Llonatlons Cash and Cheque £IL656.81 Donatlonscaril £1684.30 Don#tlons GiftAid £8,145AKI DonattDn5 Churn £698.8 Donatims SH Books £209.53 5hgp sates £2,67459 net: Goods Sold £gX93 Goods Purchased £7,220.34 DonatJons ha¥e intreased thanks tovery iNI cwtnlxrtions from member5 towarlts the buildlng wcrk 2024-25 ApTiI- tOber 2024 and FebrLWY 25 Adutts 17.225 Chjldren 1132 202>24 April-O¢tober 21125 FebN?rylMarth 24Adults 18.101 Chlldren 1107 Grants The bank balance5 have dvAndled duetothe on8oln¥tyJllthnEwrt. Community Attount £8.331.13 Busines5 IAoney Manager £2¥82153 M&G Investment £48 995 The workts merge thesun 2nd Moon Cottagè intD the iYsus•um •Thd UP8Tadthe ge$ electria, extend the rjre alarm and wirity system cort £59,370.45 to the of IAarth 2015 whlth hdeS the nttjnles pald to the aTchlteLts at the end of th? prthry0Y. The Gift Aid dalm is proce55ed kn thef(Aknring year. So will be dalrned in 201&26. The Glft Ald claim forthe ye•tendlng 31 March 2024 was £2.3020. General Remarks Repairsl maintenan Costs £5,404.37 and alyJ¥e the new works Library RefurblshmeTrt£559.92 Brltish Fa5 Electric. We h4%E renewedthe contract and Iwe a Flxèd Tem Contrdrt to 23 October 2027. Tl has no loans arKI none of the Museum¥ a55ets an&L•llectnn) is used as C{lateral. The Museum has just one site whKh is owned by the and the accounts cover atl fin4nual a¢tl¥ity at th . Our iTNestment PD1 is based on the winciple of rautlm using a deposit accounr and a Chartfund lffrfestsnent at preseirt, The TriJ51ee5 thank all our donor5. Indudlns aur merrthrs. the 8eMThl wbllc loEal businesses and graups. fur thelr geDeroyty. We also thank those lotal énd rewial bu5ir*ws whlth offer ncessloTral ra, and those businew who tum up atsht>rt notice to help us out in an emergenry. Page 6
The Shaftesbury & Distrkt Hfstori¢al Soclety Trustees. Report (coM"nued) The an1u1 fed costs Iratts, irwrance, utjlltle4 maint2nanc2 ntraCts) of running the Museum ?rE in the roD of £10 OQO. tf th¢ Museum must d05e for èny reason we still have the bllk to W Wlth the3ddltlona7 )ntern pf tFie proposèd irrn In fuel prfres and hs kntlck-on effe£t The lift ts necpssary for en3bllng full acoss and •uld be expensive to repla Substsntlal iepalts to tr fthic of tsulldlns may be nee412d at Jome time In the futur. Tntees h4e e>Urrted a figwe of 5% of the vue pfu5 rtsèd ¢05ts as the cOnngenry reseNe. At the year end the charlty held free re5ew OF £79299 (2024: £11&655}. Free reYeS are okulated by eductlng unrestricted ftted assets from urwestritted re1ve& PlaN8fgrfutur• perfods We plan to opon on Tuesday l April for a nomial swon. Two 50tW memlxrs have mounted an exciting temporary extOn of arrhwJowtsI flnds as a result of onÈ of thèm StrOn8 al<xw a Pathj just gutslde 5haftesburyi awl nGtldn8 a tltht obie£L will ako tse a dtsplav for thè 80th anni¥ep57ry rammemoratknn ol VQfvJ Days. The Ilbrary a1 aTthiv& depathgnt has mounted an e¥hthkni of the Hl8h House Pre4 è StIca pubItshi Mrnpany In the htstory. the dbplay urrtt now oppogtp thu ftrst4kor lJft n%rdno. Thts area has proved an èxcellent opportyntty for the departDnt 19 di*y m4tsrfal from Voluhteers, indtsdihg new trusteffj have a short indwtlon on Ilf5t arrivaL Further tratning ts On¥8 within role, induding any extetnal tRlntn8 courses whlch may beco avallabk A comprehensive Stewar Gtsidt, ntainln8 proodures and relthpnt pollcF4 Is readlEy wailable to alE VDlunteers' stMtd5 are wuired to slgn an annual de¢laratlon that they havt read li No tnthes or other ¥olurJleers re4Ve any remuneration or other benefits. Role descriptlons for all trustees and othw wlunt•er5 are 3vailable. DBS thecks are onty made If apwopriate. The annual repurt was approved bvthe tnth ofthe tharity on. arml skned on its behalF bv: Trustee Page 7
Statement DfTnistees' RWSlbifrtks Thette5 are re5ponslblE for prepJrln8the trustrs. repDrt and thefinandal statements In a¢lrdan whh the Unkted Kingdorn Accounting Stand¥ds Iunlted Generall¥ Wted Accounting Prattlcel and ¥ppfi£abb¢ law and re&ulatlo¥ts. The law applible to tharitses requ5 the tntsrees to wepaTe finrial ststernts for exh Naral year whlch al¥e a true and falr ylew of the state of affalrs of thE charity and of the inujmins resources Ind applh3ti0n of resources Df the thartty for that pwd. kn preparhig financial statements. the trustaesa¥e requlred tr. select suitsble wuntiro polld¢s andthen apply tlwn ronsistenty. observe th rneth(Kls and prtrKiples In the (harfties SORP; make judBements and e51¢rnts thatare rea$able and PTudenr. State whether appl'icable accounthg stsndards have be followed, subie£t to Bny mla] departures dlselosed and wlzinEd In the financial 5tJtements: and prepare the firranctol statements on the 80kn8 ¢onc•n Ixsis unless It Is inappropriate tt> pre5UrnQ that the charitywill tontinue In knneS afry ts'me the fihanl p051tlon of the ¢lMffty and enable thern to tTsurethattheffnafKhl statements wmplv vhth the ALt the (brftiea (Acwunts arrfl Reports) Regubtion5 and the provislotts of the ttsnsfftutson. The tntstees 2re a0 re5p¢>nsknle for safew1ard1 the of the charity and her5o for tak rea5phable step5 for the preventloh arKI deteLloTr offraud and otherlrfegularitles. The trustees are rÉsponsible for the rnalrrtenanr and integrity ol the (vrpgTate and f(nanaal Inlorm*ion induded on the charitable thite. IRgisknn 8oRrnir8 the proparation and dkwnlnatlon of finartrièl statemerts may differ from lewdation In otheriurixlirtians. APPn)yed b¥the trustee5 ofthe charltyon .. - and si4 on its beh41f br. Ine Barratt Trustse Page 8
The shafte & Dktrlrt Hlstori¢al So¢lety Independent Examinerfs Repprtto the trustees of The Shaftesbury & Dlstrirt Historical So¢iety I report to the trustees on my examinatlon of thè accounts of The 5haftethry & District Hlstorical Soclety for the yearended 31 Marth 2025. ReSpolb]lIties aml of r2POrt As the tharity tntstees of The 5haft & District Ifisroiical Soriety you aft re5Ptsrtslble for the preparation of th¢ arcounts in accor&ncevAth the r24UiTeffthts of the Charrties Art20111'the ACVI. I report In re5pett of my examfnation of th The Shafte5knJry & Distrirt Histori SociEt¢s aOniS Garrled out under secth7n 145 of thè 2011 Art and In CaEn out My erdmination I fdlowed all the appllcable Dlrertioftsthn bv the Charfty tamrriw uthsertion 515)(b) oftheAcL I ha¥e completed ty examination. I confimi that na ntwial mattets have come to my attenuon in ronnofi wlth theemminth KfvlnK me eatstr• Wieve that in •ftymaterfal rwett: l. a£q>yntinE records were ftrt kept ID respett cf The Shoftestwry & Dstrkt Historical Souety as required by5ectSon 130 Of the ACL. or l. the accounts do notarcord with those records: or 3. the accounts thJ nbt coMY wfth the accountlnc requlremthits toleM5 the fovm and content Df aLcounts set out tn the tharfties IAt¢ounts and Reports) ReEulatiDn$ 2LTh other than any requ5rement that the accounts o true and fair ¥. Is rnt a matter considered as gart of an irthpendent e%aminatlotL I ha¥e no ton(m and have eome acr055 no other matter5 in ronne£tlon with the examinion to whkh attention should be thawn in this report in order to enable a proper Understanding of the arGounts to be reached. MrT G Froud ACA Ward Goodman Audit Servkes Ltd 4 Cedar rk Ferndown Indtsstrial Estate IMIMne BH217SF l.S..l.C>Él.2oig
The Shaftthry & Distrirt Historkal Sodety ststsment of Flnandal Activitles for the Year Ended 31 Marth 21)25 Total Total funds Inrthie aftd Endowffl•ntsfron Donati0Tr5 and leg4ries Charitable actlvttles 17,705 19,317 21,T13 Totsl income 5L7n 51.771 37,022 CharItse actfvTttes Ofhèrtxpenditure [21,268) (37.735) (4X6J 12&574) (37,735) 132,4051 Totsl expendlWre 159,WJ) (4306] (3I405J Net lexpendiLureUIKvme {7,232) (43)61 (IL538) 4.617 fvnds {528 523 Net mLwernent In fvnds 17.7601 (3.TJ8) (iL538} 4,617 Total fvnd5 bruughtforward Lo311 IM35.4(B Totsl funds carrled fonvgrd 1.0230 4ffi7 L02&488 LI)40.026 All of the charitVs athitff5 derNe fr¢Yn cantinutng OpEtionS durlngthe above two peritid5. Thefunds breakdown for 2024 19 *hth#n In note 15. The notes on pages 12to 20forvn an Integral part of these finaDriHI statements. Pyio
"stration number: 1156273) Balan Sheet 85 at 31 Marth 2025 Tangible assets Heritsge assets nA78 81V78 136,624 787282 132,624 944502 9443)2 919306 li Debtors 5.766 48.995 25586 5,766 3,392 44241 68525 Cash at bank and In hand 4,687 30273 89.952 4.687 94.639 121256 CY¢dltor5:kntyJnts lalliry due 14 (10.653 (1.136) 79,299 4,687 120,120 1,023 L028A88 L040,026 Fundsofthe<hafftr. Unr•strftted incan lun Unre5tr1cted funds 1,023,801 i.Q3fil Totsl fiJRds LQ28A88 Lo4026 tal statements on pas io kn ZO were appYed by the tnt5, and authori for issue on arttl SIgr on thelr behalf Iw.. laine 88rratt Trustee The notes ffi pages 12 to 20 fr•rm an inteeral partof these fmancial statements. Pale 11
Notes to the financi Ststsmert5 for the Year Ended 31 Marth 2025 Lepl fomi The Shaftesbury & Dtstrirt Iristor &idety15 a ¢harltable inc(Kporateil orpitsation, Incorporated In Entsd and Wales. The principal address Is 5hNYn on page l of tlwe finaTJdal statement& 2 A¢thuNtlnxpofi¢ios The financtsl statements have been prepared in accordano wtth the sec¢)nd edition of thÈ Charities Statement of Recommeruled Practice Issued in Qtober 2D19, the Flnancia Reportin8 Stsndard applicable In the United Ingdom and Republk of Ireland (FRS 102) and the Charities Act 2011. The Shaftesbury & Distrlct Historlral Sodety hiieets tht definition of a p>11¢ benefft entity under FRS 102. The acL¥)unts Illnandal Statements) been prEpared under the ht51ori¢al cost (rmention wlth Items We0¥ne at ortr2Thsaetff)n wdlue unle55 otherwise ststed In the relewdnt note(s) to these accounts. The tru• coThsider thatthere arè no moterf¥l unEertaintiÉs aboutthe charftrf5 abilfty tts contlnue as a 80sng Intome 9ndendots Voluntary iiitome Indudi¥ donatfor 81ft4 le8aties and grants that provide coTr filFIl or pre ol 4 8eneral noturn &s recognlsed when the charity has entitlement to the Income. tt 15 prthble that the income wtll be reGElved ?Dd the amount can be mewred with St(1ert reliablllty. Donptions and leeadèj are reiwlsed on a receble basis when TEceipt ts probable and the amwnt can be rellably measured. Grants are reco8ntsed when the thaiity ha% an entitthent to thefunds and any condttlons linkedtothe 8r*rts ha¥E been ftt. Where perIOrman conditions are attached to the gfant and areyel to be me¢ the incomr is rec¢Ised asa Ilabilityand induded on the balanSheet a5 deferred Income to be Teleasod. Page12
The gtaftesbury & District HIstori1 Society Notes to the Flnan¢ial Ststsments forthe Yr Ended 31 Marth 2025 (continued) 2 Ae(ounting polide5 I1[hIdI All expenditure is reeosnised onr there is a legal or constructsve obligation to that expvAiture. Itls probable settlement is reqyired ar the amount can be measured reliably. All costs are allocated to the applkable expendkture headlngthat azgre8atè 5imllar costs to thateAte£ory. Where a)5ts cannot be djrefjtly attribthd to parlarAadIng5 they have al1ced on a basi5 conststert with the use of resttuw wth centr31 staft Qsts illrjcated on the basis ottime Sp and deprect tharges allocated on theportion of theas5oVs us Other supwrt costsae aI[ffa based onthe spread ofslzff Charitable wwditure comw those costs incurred by the dMr5ty In the dtltry Qf 3Lti¥i¥es and Serv1 for Its benefidarfe& It includes both costs that can be olkKated dlrecty to such athitEe5 and those ruts of an indlrert nabjre r¢e55ary tosupport thenL Provisions for 8futs are made when the irrtention ts) make a yaftt hal been commurtcated to the redWÈnt but there Is unrtalntyabDt 27ther thedrftingof the K(Ort orthe amount of grant payable. Ihese Indude the Lxrts attrfbutabFe to the charitys Complian with constthtional aml statykny requlrements, Induding audlL strategic manaEement andtT4tees ffleeUn2s and re1m1rSed ex Indlvidual fixed assets costing £5.(• or more aye Initially recordÈd at any subsequent aoxmulated deprlatiOn and subsequert a¢cumuW impa(rnient1055e& To meet the wrements of the 50RP. dlsclose the policy for %qui5ition, Preservati management and disposal ol herttage asset Depreciation is prowded on tsn8lble fixed assets so as to wrtte off the c05t or valLtioN less any estlmated residual yalue, overthw'r exed ufvl ecoMmic life as follo. Furnlture and equipment- IQ yeatSStraieht line Computer equtpm•rt- 5 year5 Strdi8ht Ilne The Sun and Moon Cottage, aftd land and bulklings are not depreciate(L Intanw'ble and tanklble fixed assets are thiewed for impalrment when changes in ctrthrnstsntes or e¥ertts Indicate thatthe canying Ydlue of the red as*ts may not be reo)¥eTable. An impalrment loss Is reeo8nised vthere the recoverdble amotsnt ts less thanthecarryingvalue. Pa8e
Notes to the Finandal Statements for the Year Ended 31 Maffh 2025 (continued) Currefft asset Invest are inththd atthe lower of c( net )[sable value I marketfdb Stock Stork Is valued at the lower of tost estimated prwz less c05tstO Ll)mplete and sell, after due reyd for absolete anfl slow movlng Stocks. Cost Is detern)ineil uslns the flrst-in. firstaout {FIFO}. Trade flebtOTS are amourrts due from a4lorner5 for merthand15e sold or ser¥ices PerfMed In the ordinary Crse of iwslness. fash and eash equfftlents ta5h and osh eqUile[ cornprise cth on hand and tall <kposlts. and other short-tern hl8hl¥ Ilqwd Invotments thal are readlly torNertible tv a known amount of cash and are 5ubjett to an ifiSipth¢ant rtsk of chan8e in lUe. Trade qzedlto Trdde UTdltors ore obfwions to Yfor gopds or serffts that been acquId In tt Qrdlnary ttsu of bu5ine&6 from suppllers. Actounts payable are da5%fied as current Ibblllties rf the does not have an ntonditional rWK at the end éf the rwtsng perEod to defer settlement of the credltDr for at leasttiielve months 3fter the repl1n8 date. If the is an uncondltlonal to defeT SerneAt for at leost twelve manths after the reporting date, theyare prewted as non-current Uabilitles. Unrestdrted Incomefuhds are generdl funds tl* are 3Ydikble for use atthe trU5tee5 discreilar¥ in fvrthernn ¢rf the obiectives of the chartty. Restrtctad Income funds are thw dated yse In a area or lor specft purprsses, the use of ¥thlrh is re5trfKted to that are• orpuTPOSe. Pa8e 14
The Shaftesbury & Dlstrirt Historfixl Soc Notss to the Ftrwicial Statthmnts for the Year Ended 31 Marth 2015 (contlnued) Total 20ZS Total Donations and legacits. Donati()nsfrom indiyiduals Glft aid redaimed indudin£ opltal 8rants; Grants from other charitles 27.395 29,998 17,705 Total IU25 DeprecIali arnDrtisètlon and othergJmilar costs 37.735 37,735 Total 2024 dependerrt mInrteeS Examitthl¢n of theflnaTrci?I statem 252 252 fj Trustees rtmuneratloh and expense5 No trust&s. nor any person5 COnrtted wlth 1ved any remunerallon from the chaiity durin the year. There Vre no ey4enses or beneffts pald totrustees in the perfod cwed bYt}È finanrial statement& The charity 15 a reglstered ¢harityand is therefore exempt from taxatson.
The shaftesbury & IX5trirt Ht5torlcal Soaety Notes to the Finanaal Staterne for the Year Ended 31 Marth 2025 (contlnuedl funds Donations and le£acks Charftsble artivities 687 17.705 19,317 19317 Totsl incomp 32,335 37.022 Expendiwre 0. Charitsble artivltles [27,6851 (4.720) 132AOS1 Totsl expendlture 27,6851 147201 {32 4051 Net Incorne/l¢xpenditure} 33 4,617 Net nv)ve* In fund5 (33) 4,617 Totsl funds brouthfowdrd Im6.911 8,498 1,035,409 Totsl funds Carrted forwanl L03L561 8A65 L040,026 Page 16
The Shaftesbury & Dlstrirt Htstorical Sodety Notes to the Ananctal Ststements for the Year Ended 31 Mah 2025 (contlnued) 9 Tanoble Ilxe¢l a55ets Land and 4uipment At l Awil 2024 675.1JXI 95,757 iOP)7 LZ73 s18 53,752 787282 58331 Written down value (2L630) {9.940) 1250 59,120 {31,8201 At 31 March 2025 675.(I)Q ,433 40 813,793 (rge for the ¥ffir 5,336 579 5315 At 31 Marth 2025 5A36 579 5,915 At 31 March 2Q25 675Al 1,661 59.uo 807.878 At 31 March 2024 675.0 95,757 iQ,g)7 5.618 787.282 At IApril 2(J24 ditions laL624 132.624 At 31 Mardi 2025 136,624 136,624 At 31 March 2QS Net bookwiue At 31 Mirch 2025 136,624 136,624 li Stock 2025 Page 17
Notes to the Finan(ial Stat•i)ats for the Year Ended 31 March 2025 (continued) 12 lknbtm Trade debtors Prèpayments Other debtors 251 721 5,331 3392 13 Cash and agh eqiH¥alw Cash on hand Cash at bank 120 30,153 67,844 302T3 68,525 amountsfaUw4 du¢wPthln oneyear Trdde credltors knuals 3,071 8n 10.653 1.136 PaBe 18
The Shatsbury & Distrkt Htstorfcal Society N¢)tes ta the Flnan¢ial Statements for the Year Ended 31 Marth 20251continued) Balanca at 31 Mar¢h Gener41 funds Lo3161 46.673 153x6) 15281 L023 LIYal.561 46,673 153305) 1528) I,0231 Restricted funds HLF Stharfarik LegaLy In Praise of Wood Exhibitlon Small Grart Proje¢t Blackmore Vale Dairy 5wansTntst 337 (337) P,3TJ) 3,377 (528) 146 1146> {446) 4.687 8,465 14.306) 528 Totsl funds IW,026 46,673 158.uil L028A88 Palano at i In¢omins General Funds 1x126,911 29,ns 125065) ImiSFA 337 337 33rJ {5281 Sd)arfartkLe8acy In Praise of Wood Exhlbttion Small Grant Btg Projert 8lackniore Vale Dalry 5vAns Trust 8.097 (528} 146 (4720) 4.687 4687 (4,720) 8A65 Totsl fund5 I,0,409 1,040A26 Page 19
The Shaftesbury& Distrftt Hlstorfol Sodety Notes to the FInaval Statements for the Year Ended 31 Marth 2025 (continued) IS Funds {contlnued) A trdnsfer has tsken pla between the (knefal fund and the In Praise Wood fund in order to coyer an Dyer5pend in previou$ HLF. To bespent on Shaftesbury Remembers the Great War proS£ct Schafarlk Le8w- fo be spent oh buildln2¥Airk5 In Pralse of Wood ExhibltJon- To be spent on In praise of wood exhlbthn Srnall Grant Big Improvement-To be spent on Ilbrary improvements Blackn)ore Vale Dairy- fo be spErt on advertising costs .Swan5Tntst. To bespentforpublkathJns Totsl lunds at 31 Marth Geywal Tangible fixed assets Heritage assets Currerrt assÈts Current liabilities 80?78 136,624 89952 110,653 807,878 136.624 94,639 {10,653) 4,687 Totaj net assets IA1231 4,687 I,488 Total lunds at Marth General Tangible fixed assets Heritage assets Current assets Current liabilitres 787282 132.624 111791 787,282 132A24 121,256 (L136) LIMO.026 8,465 T6ts1 net assets I31561 Wlthin the year ended 31 Marth 2025. one Inistee and fanily members (2024: 0) dorrated a totsl £2m) to the ¢harity {202Q" £nil).