EAST DORSET HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 8 March 1991
Removed: Not supplied
Company number supplied: 02532151
Financial period: 1 October 2024 – 30 September 2025
Latest income: £201,493
Latest expenditure: £193,382
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: ALLENDALE HOUSE, HANHAM ROAD, WIMBORNE, DORSET, BH21 1AS

Website recorded by the regulator: www.edht.org.uk (displayed as text)

02 Activities

What the charity does

To stimulate public interest and care for the landscape, wildlife, archaeology, architecture, heritage and history of East Dorset and Dorset as a whole.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 10 June 2026
Date Accounts Received: 10 June 2026
Total Gross Income: £201,493
Total Gross Expenditure: £193,382

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 19 June 2025
Date Accounts Received: 19 June 2025
Total Gross Income: £174,883
Total Gross Expenditure: £155,639

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 7 June 2024
Date Accounts Received: 7 June 2024
Total Gross Income: £178,006
Total Gross Expenditure: £159,529

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 13 June 2023
Date Accounts Received: 13 June 2023
Total Gross Income: £180,092
Total Gross Expenditure: £135,220

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 20 June 2022
Date Accounts Received: 20 June 2022
Total Gross Income: £167,701
Total Gross Expenditure: £119,218

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 10 June 2026
Total Gross Income: £201,493
Total Gross Expenditure: £193,382
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 19 June 2025
Total Gross Income: £174,883
Total Gross Expenditure: £155,639
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 7 June 2024
Total Gross Income: £178,006
Total Gross Expenditure: £159,529
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 13 June 2023
Total Gross Income: £180,092
Total Gross Expenditure: £135,220
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £5,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 20 June 2022
Total Gross Income: £167,701
Total Gross Expenditure: £119,218
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £7
Income From Government Grants: £116,493
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

07 Official extract

Charity Event History

Charity Name: EAST DORSET HERITAGE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2026-09-16T00:00:00
Reason: Does not operate
Assoc Organisation Number: 3968505
Assoc Registered Charity Number: 1081678
Assoc Charity Name: VISION WIMBORNE

Charity Name: EAST DORSET HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1991-03-08T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM & ARTICLES OF ASSOCIATION INCORPORATED 17TH. AUGUST 1990 as amended on 03 Jun 2019 as amended on 03 Jun 2019
Charitable Objects: (1)TO STIMULATE PUBLIC INTEREST & CARE FOR THE LANDSCAPE, WILDLIFE, ARCHAEOLOGY, ARCHITECTURE & HISTORY OF THE AREA OF THE BENEFIT NAMELY EAST DORSET.(2)TO ADVANCE THE EDUCATION OF THE PUBLIC IN ENVIRONMENTAL MANAGEMENT & HOW THE COMMUNITY CAN INFLUENCE THE DECISIONS THAT AFFECT IT & TO DEVELOP NEW APPROACHES TO ENVIRONMENTAL EDUCATION.(3)TO PROVIDE A FORUM FOR PEOPLE WITH SPECIAL ENVIRONMENTAL, ACADEMIC & TEACHING SKILLS TO SHARE THEIR INTEREST & EXPERIENCE WITH CHILDREN, VISITORS & THE LOCAL COMMUNITY.(4)TO COMPLEMENT THOSE ORGANISATIONS ALREADY INVOLVED IN INTERPRETATION & HELP RELATE THEIR ACTIVITIES WITHIN THEIR WIDER CONTEXT.(5)TO DEVELOP NEW APPROACHES TO ENVIRONMENTAL EDUCATION & INTERPRETATION.
Area Of Benefit: EAST DORSET

09 Official extract

Charity Other Names

Charity Name Id: 14080
Charity Name Type: Working name
Charity Name: EDHT

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Volunteer management

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Paying staff

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures