## **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
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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
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## **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.
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## **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
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## **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
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## **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
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## **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
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## **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
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Bruton Museum Society
Other name the charity
uses
Registered charity 1008144
number
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Charity’s principal Palan House
address Quaperlake Street
Bruton
BA10 0HQ
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## **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
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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
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## **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