Trustees’ Annual Report for the period
From 6 April 2020 Period start date To 5 April 2021 Period end date
Charity name:Bruton Museum Society
Charity registration number: 1008144
Objectives and Activities
----- Start of picture text -----
SORP
reference
Summary of Para 1.17 Town's story using artefacts of, about or
the purposes
of the from Bruton. Geology &
charity as fossils,flooding,Roman
set out in its temple,Saxons,early 9thC church to 16C,
governing
Augustinian Abbey. Links to
document
Jamestown/Williamsburg,USA.
Industries:silk,wool,transport,education,fa
rming. Famous residents:16/17thC
benefactor Hugh Sexey, author John
Steinbeck, sculptor Ernst Blensdorf.
Parish registers 450years digitised. Local
art, private collections.
Summary of Para 1.17 During this period the museum was mainly closed due
and 1.19
the main to COVID restrictions
activities in
relation to
those
purposes for
the public
benefit, in
particular,
the
activities,
projects or
services
identified in
the
accounts.
Statement Para 1.18 We confirm the trustees have had regard to the
confirming guidance issued by the Charity Commission on public
whether the benefit.
trustees
have had
regard to the
guidance
----- End of picture text -----
issued by the Charity Commission on public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
SORP reference
The charity does not make grants.
Para 1.38
Policy on grant making
None
Para 1.38
Policy on social
investment including
program related
investment
The charity is reliant on numerous
Para 1.38 volunteers for its day to day running.
Contribution made by
volunteers
Other
----- End of picture text -----
Achievements and Performance
----- Start of picture text -----
SORP reference
The museum continues to tell the
story of the town and provide an
exhibition space for local artists and
Summary of the main crafts people.
Para 1.20
achievements of the
charity, identifying the
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Achievements against Para 1.41
objectives set
Fund raising has been sufficient to
enable the charity to undertake its
Performance of objectives.
fundraising activities Para 1.41
against objectives set
The charity has no investments.
Investment performance Para 1.41
against objectives
Other
----- End of picture text -----
Financial Review
----- Start of picture text -----
Review of the charity’s Para 1.21 At the end of the period the charity
financial position at the had unrestricted funds of £27,424.
end of the period
Statement explaining Para 1.22 Sufficient funds are held to enable the
the policy for holding museum to cover day to day running
reserves stating why costs, maintain the fabric of the
they are held building and ensure the safe
preservation of the collection.
Amount of reserves held Para 1.22 £27,424 unrestricted, £2,398
restricted
Reasons for holding zero Para 1.22 N/a
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23 The trustees do not consider there are
uncertainties about the any uncertainties at the present time
charity continuing as a about the charity as a going concern.
going concern
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Private donors and donations from
visitors to the museum. Other grants,
The charity’s principal in particular COVID support grants in
sources of funds Para 1.47 the year in question.
(including any
fundraising)
None
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
Financial risk if we are not able to
raise the funds to meet the running
A description of the Para 1.46 costs. Risk of physical damage to the
principal risks facing the collection.
charity
Other
----- End of picture text -----
Structure, Governance and Management
----- Start of picture text -----
Description of charity’s
trusts:
Type of governing Para 1.25 Trust deed
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unincorporated association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Standard fit and proper tests as per
methods including Charity Commission eligibility criteria,
details of any plus willingness to sit on the board.
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
----- End of picture text -----
Additional information (optional)
----- Start of picture text -----
You may choose to include further statements where relevant about:
Make them aware of the role of
trustees, other training depends on
Policies and procedures the individual.
adopted for the Para 1.51
induction and training of
trustees
N/a
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
None
Relationship with any Para 1.51
related parties
Other
----- End of picture text -----
Reference and Administrative details
----- Start of picture text -----
Charity name Bruton Museum Society
Other name the charity
uses
Registered charity 1008144
number
----- End of picture text -----
----- Start of picture text -----
Charity’s principal Palan House
address Quaperlake Street
Bruton
BA10 0HQ
----- End of picture text -----
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Edward Godfrey
1
OBE
2 Elisabeth Balfour
3 Sas Wright Vice-Chair
4 James Coward Treasurer
5 Andrew Leach
6 Ed Tickner
7 Andrew Pickering Chair
8 Angela Pearce
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
Corporate trustees – names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
----- Start of picture text -----
Trustee name Dates acted if not for
whole year
----- End of picture text -----
Funds held as custodian trustees on behalf of others
Description of the assets None held held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) James Coward Position (eg Treasurer Secretary, Chair, etc)
Date 7 March 2023
Bruton Museum Society
Receipts and payments account for the year ended 5 April 2021
| Receipts Donations: individuals and museum collection box Gift aid relief Fundraising Sales Town council grant Other grants: Bristol CC COVID support Rental income Subscriptions Total receipts Payments Administration Curator's fees and expenses Fundraising Cost of sales Electricity Premises Stewarding Display costs Net movement for year Cash in bank and in hand as at 5 April Unrestricted funds Restricted funds (oral history) Total |
2021 2,300 1,781 1,129 23,738 1,128 30,076 952 1,058 18 393 6,620 342 9,383 20,693 27,424 2,398 29,822 |
2020 6,115 1,421 913 301 1,000 200 114 1,292 11,356 856 365 92 2,814 9,465 109 523 14,224 -2,868 7,474 2,398 9,872 |
|---|---|---|
&u cJ£ Q)éc c CCD D>D f5 (L fjj E U