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The Shaftesbury & District Historical Society

RegisteredRegistered charity number 1156273ShaftesburyArts, culture, heritage and science
Income£52k2025-03-31
Spending£59ksame year
Spent / received94%5-year average
Size in its cause70th pctArts, culture, heritage and science
Registered2014CIO
Employees–latest return

Analysis

The Shaftesbury & District Historical Society is a registered charity in England and Wales, based in Shaftesbury. It was registered in March 2014, 12 years ago. Its declared purposes cover education/training, arts/culture/heritage/science and environment/conservation/heritage, which this site groups under arts, culture, heritage and science. Legally it is a charitable incorporated organisation (CIO). It says it provides human resources, provides buildings/facilities/open space and provides advocacy/advice/information.

In the financial year ending March 2025, The Shaftesbury & District Historical Society reported income of £52k and spending of £59k, spending 114% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income grew from £33k to £52k (+55%), an average of +12% a year. The sharpest change came in the year to March 2025, when income rose by 40%. Over the whole period it spent 94% of the income it received.

Among 17,634 England and Wales charities whose main cause is arts, culture, heritage and science and that reported income, The Shaftesbury & District Historical Society sits at the 70th percentile: it is larger than about 70% of them. Against every charity in England and Wales with reported income it ranks in the 61st percentile. Charities of a similar size with the same main cause include The Brierley Hill Musical Theatre Company (£52k), St Anne's-On-Sea Amateur Operatic and Dramatic Society (£52k) and Penny Lane Development Trust (£52k).

Income and spending

£0£15k£30k£44k£59k2021 Income: £33,4222021 Spending: £24,48020212022 Income: £35,3222022 Spending: £21,87020222023 Income: £33,1332023 Spending: £30,90720232024 Income: £37,0222024 Spending: £42,77120242025 Income: £51,7712025 Spending: £59,0032025
IncomeSpending

Where the income comes from

  • Other 100%

In the charity's own words

The Society owns and operates Gold Hill Museum which is open to the public for seven months of the year;mounts two temporary exhibitions each year in addition to the regular displays;owns and maintains a local history library and archive available by arrangement for research:organises lectures in the winter;organises with the Abbey Museum an all-age learning and outreach programme

Similar-sized charities, same cause

CharityLocationIncome
The Brierley Hill Musical Theatre CompanyWest Midlands£52k
St Anne's-On-Sea Amateur Operatic and Dramatic SocietyBlackpool£52k
Penny Lane Development TrustManchester£52k
Somerset Partnership Arts Education AgencyDevon£52k