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Shaftesbury Charitable Trust

The Shaftesbury Charitable Trust makes grants to individuals and organisations to improve the life of people in Shaftesbury.

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Activities & Mission

The Shaftesbury Charitable Trust makes grants to individuals and organisations to improve the life of people in Shaftesbury.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£46,415
Latest Expenditure
£37,046

Financial Efficiency

Program Ratio 7.5%
% of income going directly to charitable activities

Higher than 38% of UK Charitable activities charities with income £10K to £100K (sample: 133). How is this calculated?

Overall Efficiency 90.0%
% of expenditure going to programs (vs overhead)

Higher than 23% of UK Charitable activities charities with income £10K to £100K. How is this calculated?

Administrative Ratio 11.9%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 35% of UK Charitable activities charities with income £10K to £100K. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £490,908
Charitable Activities £0
Other Trading £0
Investments £22,504
Other Income £0

Expenditure Categories

Charitable Expenditure £38,695
Raising Funds £4,279
Governance £851
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£46,415
£37,0460 / 0
2023
£37,913
£25,0090 / 1
2022
£44,217
£32,6590 / 0
2021
£513,412
£42,974£38,695£1,022,248£1,015,6480 / 0
2020
£20,886
£21,0250 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Shaftesbury Charitable Trust

What does Shaftesbury Charitable Trust do?

The Shaftesbury Charitable Trust makes grants to individuals and organisations to improve the life of people in Shaftesbury.

How much income did Shaftesbury Charitable Trust report in 2024?

Shaftesbury Charitable Trust reported total income of £46k and reported expenditure of £37k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Shaftesbury Charitable Trust?

Shaftesbury Charitable Trust has a program ratio of 7.5%, meaning that share of its income goes directly to charitable activities. This is higher than 38% of UK Charitable activities charities with income £10K to £100K (sample of 133 charities). See our methodology for how this is calculated.

When was Shaftesbury Charitable Trust registered as a charity?

Shaftesbury Charitable Trust was registered with the Charity Commission for England and Wales on 10 November 1989 as charity number 900073. It has been registered for 37 years.

Who runs Shaftesbury Charitable Trust?

Shaftesbury Charitable Trust is governed by a board of 9 trustees. The chair of trustees is DEREK ROWNTREE LL.B -SOL.. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Shaftesbury Charitable Trust operate?

Shaftesbury Charitable Trust operates in Dorset, as recorded in its Charity Commission filing.

Is Shaftesbury Charitable Trust a registered charity?

Yes — Shaftesbury Charitable Trust is a registered charity in England and Wales, charity number 900073.

Details

Address
40 High Street
SHAFTESBURY
SP7 8JG
Registration Date
10 November 1989
Status
Registered

Registry Information

Organisation Number
900073
Charity Number
900073

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Other notable Charitable activities charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

DEREK ROWNTREE LL.B -SOL. Chair
Christina Phyllis Humphries
DEREK LESLIE BEER
Also governs 1 other charity
Jack Jeanes
Jacqueline Ann Hodson
Peter Richard Harding
Philip David Tansley
Richard Mullins

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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