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2021-12-31-accounts

& Fine Foun d ation d E ucation Cent r e R egiste r e d Cha r ity Numbe r : 1105386 Company R egist r ation Numbe r 5149333 (Englan d an d Wales)

T R USTEES’ R EPO R T AN D AU D ITE D ACCOUNTS FO R THE YEA R EN D E D 31[ST] D ECE M BE R 2021

LEGAL AN D A DM INIST R ATIVE INFO RM ATION

T r ustees: (1 Janua r y 2021) John Berr di ge reappointed: 16-05-2020 William Burn reappointed: 16-05-2020 Rosalind Cole reappointed: 16-05-2020 Barry Coleman rT easurer reappointed: 16-05-2020 Jan Coleman Secretary reappointed: 16-05-2020 Laura Cornish reappointed: 16-15-2020 Melanie Harvey reappointed: 16-05-2020 Paul Harvey appointed: 29-01-2020 Andrew Littler appointed: 29-01-2020 Paul Oatway reappointed: 16-05-2020 Richard Salisbury MBE reappointed: 16-05-2020 Judith Sheppard reappointed: 16-05-2020 Debby Snook Chair reappointed: 16-05-2020 Eden Thomson Deputy Chair reappointed: 16-05-2020 Phil T ritton appointed: 16-05-2020

Cha r ity Numbe r : 1105386 Company Numbe r : 5149333 P r incipal A ddr ess: Lower Sea Lane Charmouth Dorset DT6 6LL, UK

R egiste r e d Ofce: Lower Sea Lane Charmouth Dorset, DT6 6LL, UK In d epen d ent Examine r : Robert Hughes (ACMA) Thurlestone, Westclif Road, Charmouth, Dorset, DT6 6BG, UK

The accounts have been p repared in accordance with the accounting policies set out in The Charities (Annual Return) Regulations 2020 that were made on 20 December 2020 and enacted on 1 January 2021. The Independent Examiner’s Report is included as Appen d ix 1 at the end of this document.

St r uctu r e, gove r nance an d management

The Charity is a company limited by guarantee, governed by its Memorandum and Articles of Association dated 27[th] April 2014. It is a Registered Charity with the Charity Commission. Anyone over the age of 18 can become a member of the company. Each member agrees to contribute a sum not exceeding £10 in the event of the charity winding up. The names of the T rustees, who a re also the d ri ectors for the purpose of company law, and who were serving at the start of the year 2021 a re given at the head of this report.

None of the T rustees has any benefcial interest in the company.

New T rustees a re informed of their duties and get to know employees of the Centre and other rT ustees.

The Board of T rustees, which shall not be less than three, a dministers the Charity, according to the Constitution.

The T rustees have assessed the major risks to which the Charity is exposed and ra e satisfed that systems a re in place to mitigate exposure to foreseeable risks.

In o rder to fulfl their duties more efectively each T rustee (as of 31[st] Decembe 2021) p rovides authority in an a rea of expertise as indicated below:

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T r ustee name A r ea of expe r tise
Rosalind Cole Biology and Geology
Barry Coleman T r easu r e r , leader of the ‘Working Party’, F riends’ Committee
member
Jan Coleman Sec r eta r y, rF iends’ Committee member
Laura Cornish Hea d of Cha r mouth r P ima r y School
Melanie Harvey Youth T raining and geographical science
Paul Harvey IT and management
Andrew Littler Geology and management
Richard Salisbury MBE Past Chair of T rustees, Charmouth community
Heather Salmon Fossil Collector, Working party, E ducation
Debby Snook Chai r (from 10 05 18), F. . riend of CHCC
Eden Thomson D eputy Chai r , Marine activities, F riends’ Committee member
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In a ddition, the T rustees a re joined by a number of ‘Visitors’ who represent activities/ o rganisations associated with the CHCC.

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Penny Rose Acting Chair of F riends
Daryl Turner Dorset Council
David Sole Fossil Collectors
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The T rustees meet on three occasions each year (January, May and October, o r thereabouts) with an Annual General Meeting held rp ior to that taking place in the middle of the year. In a ddition to the formal meetings, the Chair D( eputy Chair if appropriate) and Secretary have informal, and hopefully relaxed Team Meetings, with the Wardens and Administrator to discuss matters of current, future o r ongoing interest and concern.

1 . Objectives an d activities

information, in o rder to encourage understanding and management of the coast and da jacent a reas.

3) A r chive

4)Staf employe d to manage an d r un the Cha r mouth He r itage Coast Cent r e

All staf undergo an annual appraisal along with two T rustees (usually the Chair and Secretary) as part of their career monitoring p rocess and career development. Appraisals took place in November 2021, the f rst ones since November 2019. Due to the continuation of the Covid–19 pandemic, no seasonal wardens were appointed in 2021.

5) R eview of the yea r – 2021

In April 2021 low ti des exposed ledges. The combination of low ti des, easterly winds and heavy rains caused gullies to be carved out of the clifs. There was a major clif fall at Seatown which made the national news. During the dry period in April, sand drifting across f rom Lyme Regis made fossil hunting difcult. The beach remained sandy in spite of gusty winds and heavy rains in May. Higher winds in August churned up a little of the beach p roviding more fossils including bones and coprolites. There were some minor rock falls on east beach in September. By mid October with stormy weather continuing, there were minor slips and falls. The riverside was stripped down to ice age layers. In November the ice age layers gradually covered over naturally. A lake and sandbar were c reated in the river mouth. In December there was little change in the beach, but fool’s gold ammonites were very plentiful.

Over the winter period, we had 3 full time wardens, Senior Warden Phil Davidson, Deputy Senior Warden Alison Ferris, and Warden Anna Holbrook. Charlotte Hughes continues as part time a dministrative ofcer and Shelley Ivory our part time cleaner. As Senior Warden, Phil Davidson carries out the main elements of the management of the Centre. The T rustees’ objective is to ensure the success of the Centre. Jan Coleman as Secretary of the T rustees, Barry Coleman as T reasurer, Eden Thomson as Deputy Chair, Debby Snook as Chair were helped and da vised by the full body of T rustees, either individually, o r at the three meetings of T rustees that took place during the year.

Figure 1

The shop continues to remain the same for the 17 May reopening in 2021 as it did after the frst lockdown when Deputy Senior Warden Ali Ferris, with the help of Shelley Ivory reorganised the layout. The one way system continues to lead visitors to the shop before exiting.

The He r itage Coast Cent r e has a number of Patrons who b ring expertise and distinction to the charity. These follow in the footsteps of a number of distinguished rp edecessors P rof. Muriel Aber (Jurassic Geologist), John Fowles (author). Currently the Patrons a re P rof. Denys B runsden OBE (geomorphologist and a founder of the Jurassic Wor d l Heritage Site), Sybil King (Fine Foundation), Dr. Paul Davis (palaeontologist), P rof. Mike Benton, (palaeontologist f rom B ristol University), Dr. Dave Martill (palaeontologist f rom Portsmouth University), P rof. Greg P rice (geologist f rom Plymouth University), rP of. Iain Stewart, (Geoscientist and media celebrity f rom Plymouth University) and rP of. Danielle Schreve (Quaternary mammal expert f rom Royal Holloway University of London).

We were fortunate to retain Attenborough’s Sea Dragon for a further year, following its g reat success as an exhibit in 2018, 2019 and 2020. Since 2019 visitors can now listen to the speech given by Sir David Attenborough when he unveiled the ichthyosaur in January 2018 (Figu r e 2) .

On 18 May 2020 it was announced that Charmouth Heritage Coast Centre had won the Royal Geographical Society’s Award for facilitating feldwork and encouraging scientifc and environmental engagement within the community . Awards a re presented annually in recognition of those who have made outstanding contributions within the sphere of geography. We were delighted to have won this award and our thanks go to P rofessor Jim Rose, past Chair of the CHCC, for the nomination. Deputy Senior Warden Ali Ferris accepted the award on our behalf, presented by P rincess Anne on 1 December 2021. (Figu r e 3) .

The award acknowledges the achievement in fulflling the objectives set out in the Constitution of the Charmouth Heritage Coast Centre, which a re to a dvance the education of the public in the geology, palaeontology, geomorphology and natural history of the coast and the a djacent a reas of Charmouth, and to maintain the Centre at Charmouth for de ucation and information to encourage the management of the coast and da jacent a rea.

Figu r e 2

Attenborough’s Sea Dragon is retained during 2021. It took 1000 hours to prepare the ichthyosau r for display. Visitors can now listen to the speech given by Sir David Attenborough when he unveiled the fossil.

Figu r e 3

In May 2020 the CHCC won the Royal Geographical Society Award for facilitating feldwork and encouraging scientifc and environmental engagement in the community. The award was received by Deputy Senior Warden Ali Ferris at a postponed ceremony in December 2021. It was presented by RH H Princess Anne.

Figu r e 4 CHCC re-opened on 17 May 2021. The working party made sure that all the foors were spick and span and ready for the public. with a one way system and all Covid compliant regulations in place to keep visitors, staf and volunteers safe.

The Covi d Pan d emic 2021

Figure 5

This depressing sign was outside the CHCC until we opened for the frst time in 2021 on 17 May.

On May 17 we opened for the f rst time in 2021. (Figu r es 4 an d 5) . We operated the t rack and rt ace system for all visitors and mask wearing was obligatory. Regular cleaning took place during the time visitors were p resent. Only one volunteer was on desk duties, the other was outside in the lobby engaged in monitoring visitor fow and managing the queue.

The new website was launched in May which means it is much more accessible for mobile devices. A contactless donation station a rrived at the end of August, which gives a g reater opportunity for donations f rom the public to increase. A family geology t rail leafet has been p roduced by volunteer Keith Summers with help f rom Deputy Senior Warden Ali Ferris. The aim is to encourage families to explore not just the beach but also the geological history of Charmouth Village. (Figu r e 6)

Figure 6

This family geology trail leafet has been produced by volunteer Keith Summers, helped by Ali Ferris, which covers the geological history of Charmouth.

This time of unprecedented closure has p rovided the opportunity for refection and evaluation of plans and rp iorities for the future. rT ustees and staf have used this

time to review job descriptions, the roles of T rustees, the constitution, and to start planning a discussion document for the new Business Plan.

The roles of the wardens were given a thorough review, equalising responsibilities and reassigning some tasks. Phil Davidson, p reviously Senior Warden, is now the Manager for Geology and Palaeontology and still exercises general oversight and day to day management of the Centre. Alison Ferris is now Manager for Centre Administration, Marine and Environment Interpretation. Anna Holbrook is Manager for dE ucation and Outreach Schools. Wardens will now be referred to as Managers in the remainder of this report. All managers a re now invited to the Board of T rustee meetings.

An equally thorough review was completed regarding the roles of T rustees. It was concluded that the Board of T rustees would consist of an Executive Committee, comprising the Chair, Deputy Chair and two other rT ustees. The T rustees were also divided into Teams/Working Parties, namely E ducation and Media, Geology and Geoscience, Marine and Environmental, Human Resources, Revenue and Finance, Technology, Website and Social Media. Managers were also assigned to these Teams.

There were also some updates to the Constitution, regarding the selection and recruitment of new T rustees, holding of virtual meetings, a change in some aspects of non-voting associate members and the terms of reference for the Executive Committee.

Futu r e of the r p emises

In October 2019 a small g roup of T rustees p roduced da ocument under the heading of “Emergency Response Plan” outlining p rocedures to deal with closure of the building due to theft o r vandalism, f re o r water damage, and safety issues a rising from weather conditions o r coastal e rosion. Following on f rom this, discussions on the Recovery Plan have started.

The R ecove r y Plan

On 7 December, the Future of the Building Working G roup held its f rst meeting. The G roup is made up of T rustees and Managers. Participants had been asked to submit their research and thoughts about this topic beforehand to p rovide an informed starting point. Many topics were discussed, which included:-

This f rst meeting was very p roductive, and the g roup will continue its research into 2022 and submit reports to meetings of the Board of T rustees.

Cha r mouth Neighbou r hoo d Plan

During 2021 the CNP went through the fnal two rounds of detailed consultations with the public, ofcial bodies and especially Dorset Council. Some minor changes were made. The Examiner then read the Plan and visited Charmouth in August to see where the Policies would r o could be applied. He approved the Plan in October, noting “It is an extremely well structured and informative Plan which I enjoyed examining. The high quality of the Plan is demonstrated by the small number of recommended modifcations. With those modifcations, the CNP will make a positive contribution to the Development Plan for the a rea and should enable the unique coastal character and appearance of Charmouth Parish to be maintained.”

The CHCC makes several appearances in the Plan:

The Neighbou r hoo d Plan is now complete and will go to Referendum on Thursday 10[th] February 2022 when all Charmouth Parish residents can vote on whether to approve the Plan. Ju r assic Coast r T ust . On 25 May 2021 a meeting took place between the CHCC and the Jurassic Coast T rust. It had been requested by JCT to explore strategic long term aims between our two o rganisations. Topics discussed included rp eliminary talks held between Lyme Regis Museum and CHCC regarding a potential second site to house local fossils of interest along with e ducational activities. JCT referred to the Jurassic Coast Partnership plan (2020 – 2025) which included the management of ongoing fossil collections, research, acquisition and conservation. However misunderstanding a rose over a lack of communication between CHCC, JCT and Lyme Regis Museum regarding a potential second site, along with another proposal for a fossil museum just inland rf om our rp esent site as outlined by Richard dE monds on behalf of some fossil collectors. JCT’s view was that this could undermine their work with the Jurassic Coast Collection and possible future funding. There have been no future meetings scheduled at p resent.

Dr Paul Davis has been appointed as a part time fossil warden. Dr Davis is one of the Patrons of CHCC. He counted over 500 people he had to speak to during the summer holidays about climbing the clifs.

Manager Phil Davidson has joined the Jurassic Coast Collection Working G roup, at the invitation of JCT. Their aim is to p rotect the palaeontological heritage of the Wor d l Heritage Site through the Jurassic Coast Collection P rogramme.

The Cent r e is normally open f rom 10 30 am to 4 30 pm eve. . ry day f rom late spring until after the October half term. One volunteer stafs the desk in the morning and afternoon f rom 10 30 until 1 30 an. . d .1 30 until 4 30 . . Another volunteer sits in the lobby a rea at the top of the steps and rg eets the visitors and rp ovides relevant information. In the main school summer holiday period, the Centre opens f rom 10 until 5, at the discretion of the Senior Manager. In normal times, during the winter months the Centre is open f rom F r di ay to Monday, Tuesdays to Thursdays a re set aside for renovation and maintenance, display renewals, and working on school programmes. In 2021, this has not been the case. The Centre has been closed to

the public f rom 1 January to 16 May. Whilst the Centre has been open to the public, hours of access have been restricted.

5 . 2 . Cha r mouth He r itage Coast Cent r e Inf r ast r uctu r e M – aintenance an d Voluntee r s .

Over the quieter period in the winter, a g roup of volunteers, under the leadership of Barry Coleman, continues to maintain and improve the quality of the infrastructure. In normal years large numbers of visitors pass through the Centre and regular maintenance and improvements a re necessary and ongoing. In spite of the pandemic, some work has taken place in 2021, although there was no regular working party for the winter of 2020/2021. Please see Appendix 3 at the end of this report for achievements of the working party, which include new outdoors signs, (Figu r e 7), and completion of the marine display in the e ducation room ( Figu r es 8 an d 9) . It is with g reat sadness that the death of F rancis Locke, a member of the working party, was announced in 2021.

Figure 7

New outdoor signs were made in 2021 to provide more welcoming and up to date information for our visitors

Figu r e 8

The marine display, started in 2020 was fnally fnished in 2021. This view is along the back wall of the Education Room

Figure 9

The completed marine display on the south wall of the Education Room.

5 . 3 . Co r e activities of Cha r mouth He r itage Coast Cent r e . Working within the infrastructure described above, the Senior Manager and his team, along with the Friends of the CHCC, carried out the activities set out in the objectives of the Charity. The key activities can be summarised as:

i) maintaining an d explaining the d isplays house d within the Cent r e .

ii) p r ovi d ing expe r t knowle d ge fo r all visito r s both within the Cent r e Buil d ing an d as pa r t of visits to the coastline .

New displays at the CHCC in 2021 include:-

Volunteers who a re F riends of the CHCC, help the visitors f rom behind the desk, and deal with purchases f rom the shop. When difcult geological questions a rise, they call upon one of the Manager team to help.

One of our main income streams comes f rom our very popular fossil walks. These are booked by the public, schools and occasionally p rivate g roups. Timing is restricted by the ti des. Normally, no more than one walk is scheduled per day. The safety of the public is paramount, and walks a re cancelled if the weather is bad. Volunteers f rom the F riends accompany the managers, who carefully d ri ect the group towards fossil yielding a reas and endeavour to answer questions a rising f rom fnds and observations made during the walk. During school holidays, booking in advance is essential. Maximum numbers for public walks is usually 100, but has been restricted to 30 to 35 during 2021. We have continued with a p rogramme of private fossil walks, which restricted numbers to 6 persons, with some fexibility in 2021. This p roved very popular and booking uptake was high. We could also ofer these walks at times the Centre was closed.

Starting in July three a dult geology walks were ofered by Patron Dr Paul Davis. All were well received and we hope to ofer something similar in 2022.

Figure 10

Mary Anning coins issued by the Royal Mint in 2021 were kindly donated to the CHCC.

Figure 11

Collector Tony Gill found this complete Dapedium Fish in Charmouth, and it was prepared for display in 2021. It is approximately 190 million years old and rarely found here. It took Alex and Chris Moore over 100 hours to prepare the fossil.

Figure 12

Fiann Smithwick found this ichthyosau r skull in 2013. It washed out of a landside on Monmouth Beach in Lyme Regis and was put on display in 2021.

Figure 13

Chris East found this very young fossil in March 2021 on Black Ven. It is the rare species Breviceps. Parts of the skin and the remains of the last meal are also fossilised.

Figure 14

Loan boxes proved very popular with schools during 2021. More were introduced during this time to satisfy demand.

Figure 15

Just before we opened for the frst time in 2021 on 17 May, the Aquarium in Lyme Regis loaned us this starfsh for the season.

Manager Anna Holbrook continues to manage the Centre’s E ducational Programme. Schools have not been able to visit during the pandemic, so zoom sessions have been ofered, which have p roved successful. Whilst not i deal, they ofer an alternative to school visits, enabling us to fulfl our de ucational remit, and also p rovide a stream of income. An unexpected and welcome result of school

zoom sessions is that we a re reaching schools that would not normally a rrange a school t rip to CHCC. Some schools a re too far away and some a re situated in deprived ra eas. We a re planning to continue our outreach p rogramme when government lifting of restrictions permit. Loan boxes have been popular and we have made up more to satisfy demand. A short video has been made to introduce loan boxes to schools. (Figu r e 14)

We now only have one marine tank. We flled this tank before the 17 May opening with mullet and starfsh on loan f rom the Lyme Regis Aquarium. The tank was emptied, as usual, at the end of October. (Figu r e 15)

Due to the pandemic, there have been no A rts and rC afts Days for children in 2021. The Annual Lyme Regis Fossil Festival and the National T rust Spring Tide Food Festival held at Burton B radstock were also cancelled

Four Beach Cleans have been held in 2021. In May there were 20 participants, in July biobeads, nurdles and various plastics were collected, in September the Beach Clean was a rranged for the Marine Conservation Society and the fnal clean of the year was in December. The G reat Global Nurdle Hunt was held in October. rA ound 5000 nurdles and biobeads were collected and the results entered on nurdlehunt o. rg uk fo. r Citizen Science.

The f rst Rockpool session since the start of the pandemic took place in September.

Citizen Science events a re being developed which include beach cleans, recording items found, and seashore surveys. The data collected is very useful to organisations such as the Natural History Museum, Marine Conservation Society and Shark T rust. These a re all f ree events and we hope that the general public will fnd something of interest in these activities.

5 . 4 . Science, knowle d ge an d safety at the Cha r mouth He r itage Coast Cent r e .

In a ddition to the requirement to welcome and inform visitors about the geology (especially

fossils), biology and geomorphology of the a rea, the staf of the CHCC is tasked with recording scientifcally important fossils found within the local a rea. Throughout the year numbers of fossils a re found by the Managers, local collectors, volunteers and visitors to the Centre. Following cleaning and rp eparation many of the recent fnds a re displayed in a cabinet at the Centre, for visitors to examine, learn and be enthused. Subsequently many of these fossils will join internationally important collections at localities such as the Natural History Museum.

Fossil Collecting Co d e of Con d uct : This Code has been developed by a number of agencies including the Jurassic Coast T rust, National T rust, Charmouth Parish Council, Charmouth Heritage Coast Centre ( Manager Phil Davidson) and local fossil collectors. It is a pioneering scheme endorsed by UNESCO. It encourages the recording and reporting of important fossil fnds and the acquisition of scientifcally valuable fossils by recognised museums. Each year the Jurassic Coast T rust donates £3000 to CHCC towards the maintenance and development of this code. The Jurassic Coast T rust also manages the Fossil Warden, who is a vital element in

the implementation of the Fossil Code of Conduct. rB oadly speaking, so that fossil collecting can be carried out in such a way as to satisfy all those with an interest in our fossil heritage, the Code a dvises, particularly for inexperienced collectors and educational g roups, that all fossil collecting should be restricted to the beaches alone. Hazards a rise f rom both the sea and the clifs, particularly in the form of patches of deep mud found behind landslips o r in mudfows. Emergency services are regularly called out along this part of the Jurassic Coast. dA vice f rom the staf at the Centre, and the many warning notices, make visitors aware of the p roblems and substantially reduce the risk and consequential costs any rescue operations entail. All fossils found legally belong to the relevant landowners, but they have agreed to a dopt the Codes, which means fossils can be legally collected in good faith – p rovided fnders have followed the Fossil Collecting Code of Conduct.

In 2021, 21 specimens have been recorded for the West Dorset Fossil Collecting Code, 5 of which a re category 1 fossils. For the same period 7 specimens have been recorded for the Underclifs Collecting Code and one of these is a category 1 specimen. We have revamped some of our displays at the CHCC to raise awareness of the Fossil Collecting Code to the public and collectors. Many of the specimens on display have been changed again to showcase recent fnds.

Sightings an

d Fin d ings

Chris East found a mystery bone while out in Black Venn in February 2021. (Figu r e 16) . There were a lot of bits of b roken up fsh scales dotted all over the bone. After Chris had rp epared it at home with an air pen for an hour, he posted it on the Dorset Fossil Hunters Facebook page and obtained a positive I D rf om a plesiosau r expert, who confrmed it was the neural a rch f rom a plesiosau r. Chris also found a young ichthyosau r in March (see Figu r e 11 for details).

In the winter of 2021 Chris Moore and Jo Kaye discovered an ichthyosau r jaw on Monmouth Beach at Lyme Regis. It took Alex Moore 80 hours to clean it up with hand tools and to reveal a juvenile Temno d ontosau r us . (Figu r e 17) . A coprolite fnd was sent in via Facebook by Richard Allen which also contained belemnites and was a dded to our Fossil Collecting Code of Conduct record. ( Figu r e 18) .

On August 2021 6 year old Jack E dward Scott found an insect wing which was identifed as a scorpion fy forewing by fossil insect expert James Carroll. Modern forms of the scorpion fy, which a re almost i dentical, exist today along the Jurassic Coast. (Figu r e 19) .

During half term 2021 5 ichthyosau r vertebrae fused together were found by a visiting family on Black Ven. Their curiosity had been sparked by downloading our online video and guidebook. (Figu r e 20)

Manager Phil Davidson found a hazelnut, nibbled by an ice age rodent, along the river bank where ice age deposits had been exposed during bad weather.

In November, Charmouth fossil collector Chris East found a large shark fn spine. It took Chris about 4 hours to p repare the fossil. The spine is f rom the Jurassic hybo d us shark.

Figure 16

Chris East found this mystery bone at Black Ven in February 2021. It was prepared with an air pen for about an hour, and a positive ID was made after posting it on the Dorset Fossil Hunters Facebook page. It is the neural arch of a plesiosaur .

Figure 17

Chris Moore and Jo Kaye found this ichthyosaur jaw on Monmouth Beach, Lyme Regis which took Alex Moore 80 hours to prepare. It comes from a juvenile Temnodontosaurus .

Figure 18

Coprolite with belemnites Figure 19 (indicated with the red marker) found 6 year old Jack Edward by Richard Allen andScott found this insect posted on the CHCC wing in August 2021. It is Facebook page. a scorpion fy forewing, Orthophlebia capillata.

It was identifed by fossil insect expert James Carroll.

Figure 20

In October half term a family visiting Charmouth found 5 ichthyosaur vertebrae fused together on Black Ven.

6) Visito r Numbe r s an d activities

Visitor numbers for 2021 were 55,364 (56,577 including schools). Table 1 shows a decrease in numbers in 2019 after an exceptional 2018, followed by a huge decrease in 2020, and a pleasing increase in 2021, considering that Covid-19 restrictions were still in place and we opened on 17 May 2021. August which is the key month of the year had over 17,000 visitors in 2021, compared with 10,062 visitors in 2020. There were 36,000 visitors in 2019.

Table 1 . Visito r numbe r s in 2019 compa r e d with 2011-2015 ave r age, 2016, 2017 an d 2018

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Visito r 2011- 2016 2017 2018 2019 2020 2021
numbe r s 2015 Av
Visito r 90,848 104,456 113,609 146,23 133,85 21,32 55,364
3
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----- Start of picture text -----
numbe r s 1 5
Visito r 95,784x 108,822 118,301 150,04 137,52 21,52 56,577
numbe r s incl . x x 4 6 4
schools
x = includes teachers accompanying the school visits
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7) Finance

Table . 2 M ain elements of Financial R eco rd fo r CHCC 2021, an d a compa r ison with p r evious yea r s .

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Pe r io d 2017 2018 2019 2020 2021
Income £242 . 8k £240 . 4k £228 . 01 £176 . 4 £160 .
8k
G r ants £23 4k. £21 6k. £22 4k. £94 4k. £42 0k.
Activities £86 9k. £84 0k. £86 6k. £18 8k. £28 9k.
Sales £111 1k. £105 9k. £81 2k. £32 2k. £68 1k.
Othe r s £12 3k. £19 3k. £23 91k. 13 1k. £19 0k.
Gift Ai d £9 1k. £9 3k. £13 9k. £17 9k. £2 8k.
Expen d itu r e £240 . 9k £235 . 0k £224 . 1k £169 . 9k £162 . 2k
Pu r chases# £80 7. £59 1k. £53 8k. £14 3k. £31 6k.
Sala r ies## £102 8. £120 5k. £126 5k. £116 8k. £96 2k.
R ent & wate r £9 7. £9 7k. £10 1k. £10 0k. £9 7k.
R unning costs^ £12 3. £15 4k. £18 9k. £13 6k. £14 6k.
VAT £0 0k. £0 0k. £2 1k. £1 4k. £1 4k.
Fees fo r accounting £0 3k. £0 3k. £0 3k. £0 6k. £0 6k.
R efu r bishment £32 6k. £26 6k. £11 4k. £12 5k. £7 9k.
Balance +£1 . 9k +£5 . 4k +£3 . 8k £+6 . 4k -£1 . 3k
Cu rr ent Assets £171 9k. £173 1k. £182 2k. £181 0k. £53 2k.
R ese r ves £108 8k. £122 1k. £125 7k. £101 4k. £101 5k.
----- End of picture text -----**

Copying, Postage, A d ve r tising, Web hosting, Cleaning, Ofce expenses, Bank cha r ges, C r e d it Ca rd Cha r ges, Subsc r iptions, Computing . As can be seen f rom Table 2 the balance between income and expenditure at the end of the year was negative at -£1 . 6k . Analysis of the fnances indicates that:

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Table . 3 Summa r y of total income (not p r oft) f r om visito r an d school activities
D epa r tmen 2016 2017 2018 2019 2020 2021
t
Fossil £49 9k. £64 1k. £64 3k. £69 7k. £13 4k. £21 8.
walks k
Schools £17 3k. £14 5k. £12 6k. £11 3k. £4 3k. £6 4k.
Theat r e £2 9k. £3 1k. £2 3k. £2 0k. £0 2k. n/a
M a r ine £0 4k. £0 1k. £0 2k. £0 3k. £0 0k. £0 0k.
events
Shop Sales £67 9k. £76 7k. £100 6k. £81 2k. £31 2k. £66 5.
k
D onations £15 9k. £12 0k. £19 0k. £18 2k. £10 0k. £17 3.
k
----- End of picture text -----

Table 3 shows the following for 2021:

.Manager Ali Ferris works ti relessly to manage the shop, with rearrangements of displays to encourage more sales, and to accommodate the one way system.  Despite the fall in the shop’s turnover rf om 2019 (but only by £14 7k.

R ese r ves

At the end of 2021 Reserves amounted to £101 4k in accounts with the. Coop and the Nationwide. We have a working account with the Coop of £53 1k. . This is in line with the p revious year refecting the activities spelt out in Table 2 . Allocation of £101 4k to. Reserves is in accord with a dvice from the Charity Commission and essential for a sound fnancial base for the CHCC.

Ove r view

  1. For the fnancial year beginning in April 2020 we were in receipt of a grant f rom Dorset Council of £18671. In o rder to receive a g rant f rom April 2021 a comprehensive g rant application was submitted to the council outlining our suitability as a future recipient of local authority funding. Our application was successful, but our rg ant was reduced to £5000 per year for the next 3 years.

  2. Cha r ity R ese r ves Policy . This allows for the payments of outgoings for 6 months and salary payments for 9 months in the event of no income being available.

  3. As part of the Business Plan, we continue to consider dda itional non-tidal income sources such as the further development of the Outreach Programme. Christmas cards, designed rf om local photos by Bill Burn have been an a dditional source of income in 2021, as has the implementation of an on-line shop.

8) T r ustees an d r F ien d s

9) Visito r Fee d back

M a r cuzzi D awson Oct 2021

Free to all! How g reat is that? It's a fascinating insight into the fossils that c rop up on this amazing coastline. I was only there for the weekend but so glad I went!

Billy Villan Sept 2021

Only small, run by well informed volunteers. Well worth spending a short time here. Don't forget to leave a donation, they need this to survive.

Felixstowe Sep 2021

Fossil Hunting Walk Sep 2021

Partner and I booked one of the fossil hunting tours. Thoroughly enjoyed it! Very informative and we learnt a lot. We found some fossils to take home.

R obe r tson Aug 2021

Free of charge this little gem is a g reat way to explore some fascinating fnds f rom the a rea. Staf were exceptionally f riendly and the whole place was very COVID friendly including limited numbers being allowed in at time. Small and compact it won’t keep you busy for hours but still worth the visit

Oliviag June 20

Fantastic fossil hunt! Very reasonably p riced and our guides could not have been more f riendly, knowledgeable and patient! A defnite must :) and a lovely place just to visit

Acknowle d gements

On behalf of the T rustees: Debby Snook, Chair: 12-05-22

Appen d ix 3

Achievements of the Maintenance Working Party for 2021

Charmouth Heritage Coast Centre 05149333

(A Company Limited By Guarantee) Trustees Independent Examiner's Report

To the Trustees of Charmouth Heritage Coast Centre

I have satisfied myself that the Charity is not subject to audit under Company law and is eligible for independent examination.

Respective responsibilities of Trustees and Examiner

The Trustees, who are also the Directors of Charmouth Heritage Coast Centre for the purpose of Company law, are responsible for the preparation of the Accounts. The Trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011, the 2011 Act and the an independent examination is needed.

Basis of Independent Examiner's Report

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charity and a comparison of the Accounts presented with those records. It also includes consideration of any unusual items or disclosures in the Accounts and seeking explanations from you as Trustees considering any

such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the Accounts present a "true and fair view" and the report is limited to those matters set out in the statement below.

Independent Examiner's Statement

In connection with my examination of the accounts no matters have come to my attention:

  1. which gives me reasonable cause to believe that, in any material respect, the requirements:

  2. to keep accounting records in accordance with section 386 of the Companies Act 2006; and

  3. to prepare Accounts which accord with the accounting records, comply with the accounting requirements of 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities.

have not been met: or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed May 2022

Robert Hughes ACMA

Thurlestone

Westcliffe Road

Charmouth, Dorset. DT6 6BG

Charmouth Heritage Coast Centre

(A Company Limited By Guarantee) Trustees

Statement of Financial Activities Including Income and Expenditure for the Year Ended 31 December 2021

for the Year Ended 31 December 2021
Incoming Resources
Donations
Activities for generating Funds
Grants
Tax Repayments
Investment Income:
Interest
Charitable Trading Activities:
Total Incoming Resources
Expenditure
Cost of generating Funds
Fundraising trading: Cost of Goods Sold
Net Incoming Resources Available
Governance Costs
Total Resources Expended
Net Income/(Expenditure) for the Year
Net Movement in Funds
Total Funds at I January 2021
Total Funds Carried Forward		 INCOME
FUNDS:
Unrestricted
Funds
RESTRICTED		 TOTAL
FUND
FUND
2020
17,359
10,013
99,988
69,079
42,054 94,495
1,379
2,195
57
650
0
0
17,359
0
99,988
0
42,054
0
1,379
0
57
0
0
0
160,838
0		 160,838
176,432
162,154
169,963
162,154
169,963
(1,317)
6,469
21,672
21,672
183,826
169,963
(22,989)
6,469
219,686
154,930
196,697
161,399
162,154
0
162,154
0
(1,317)
0
0*
21,672
162,154
21,672
(1,317)
(21,672)
154,670
65,016
153,353
43,344

*None of the Trustees(or any person connected with them) received any remuneration during the year and there were no auditing costs.

Statement of Net Income for the Year to 31 December 2021

Gross Income as Above
General Purpose Funds
Restricted Funds
Total Expenditure as Above
General Purpose Funds
Restricted Funds
NET INCOME FOR THE
YEAR		 160,838
0
162,154
21,672
160,838
183,826
(22,988)

Charmouth Heritage Coast Centre

Statement of Financial Activities Including Income and Expenditure BALANCE SHEET

Fixed Assets
Tangible Fixed Assets -
Cost
Depreciation
Current Assets
Stock
Debtors
Cash at Bank and in Hand
Liabilities
Creditors
NET ASSETS
FUNDS
Restricted
Unrestricted		 2021
473,516
473,516
(425,043)
48 473
48 473
18,875
3,000
154,670
176,545
176,545		 2021
473,516
473,516
(425,043)
48 473
48 473
18,875
3,000
154,670
176,545
176,545		 2021
473,516
473,516
(425,043)
48 473
48 473
18,875
3,000
154,670
176,545
176,545		 75 905
26,113
0
154,930		 75 905
26,113
0
154,930		 2020
75,905
181,043
181,043
~~1 098~~ 225,018
 256,948
~~0~~
223,920
43 344
153,164
196,508		 ~~0~~ ~~0~~
256,948
65 016
161,399
226,415

For the financial year in question the company was entitled to exemption under section 447 of the Companies Act 2006 relating to small companies.

No members have required the company to obtain an audit of its accounts for the year in question in accordance with Section 476 of the Companies Act 2006.

The directors acknowledge their responsibility for complying with the requirements of the Act with respect to accounting records and for the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime.

Approved by the Board of Trustees on 12.05.2022 and signed on its behalf by

Debby Snook

Chairman of Trustees

depreciation

Charmouth Heritage Coastal Centre

FIXED ASSET
SCHEDULE
Land &
Buildings
COST
At 1 January 20 21
414,600
Additions
0
Disposals
0
At 31 December 2021
414,600		 Equipment
58,916
0
0		 Total
473,516
0
0
58,916 473,516

34

DEPREClATION

DEPREClATION
At 1 January 2021
Charge for year
Disposals
At 31 December 2021
NET BOOK VALUE
At 1 January 20 21
At 31 December 2021		 349,584
48,027
397,611
21,672
5,760
27,432
0
0
0
371,256
53,787
425,043
65,016 10,889 75,905
43,344
5,129
48,473
65,016
43,344
5,129
48,473

Pat r ons: rP of Mike Benton, P rof. Denys B runsden OBE, Dr. Paul Davis. Dr. Sybil King, Dr. Dave Martill, P rof. rG eg P rice, P rof. Danielle Schreve, P rof. Iain Stewart.

35

Constitution

  1. The name of the Charitable Incorporated Organisation is the Charmouth Heritage Coast Centre, hereinafter called the Centre.

  2. Centre address is Lower Sea Lane, Charmouth, Dorset, DT6 6LL, UK.

  3. The objects of the Centre are to advance the education of the public in the geology, palaeontology, geomorphology and natural history of the coast and adjacent areas at Charmouth and to maintain the Centre at Charmouth for education and information to encourage management of coast and adjacent area.

  4. The Trustees shall be responsible for the general management of the Centre. There is a requirement for Trustees to provide names, address and d o b for identifcation purposes. The Trustees must comply with their obligation to inform the Commission within 28 days of any change in the particulars of the Centre entered on the Central Register of Charities.

  5. The Trustees have overall responsibility for the Friends of the CHCC, an autonomous, afliated group, working for the beneft of the Heritage Coast Centre. The Committee, for this autonomous group, elected at the AGM of the Friends of the CHCC, is led by a Chair, who is automatically a Trustee.

  6. The Trustees shall have power to raise money, to own or lease property, to buy and sell goods and equipment, to employ and remunerate such staf as are necessary for carrying out the work of the Centre, to co-opt persons to assist them in the management of the Centre and to do anything necessary to further the objectives of the Centre.

  7. The income and property of the Centre must be applied solely towards the promotion of the objectives. The Centre shall be administrated as a non-proft making organisation. Any funds accumulated are to be held on trust for the beneft of the Centre. Funds may be invested at the Trustees’ discretion

  8. No Trustee may receive any goods, services or fnancial beneft from the Centre. A Trustee is entitled to be reimbursed for reasonable expenses incurred by him or her when acting on behalf of the Centre.

  9. A Trustee must declare the nature and extent of any interest, direct or indirect, which he or she has in a proposed or existing transaction or arrangement with the Centre, and should not participate in any discussions or vote of the Trustees in which a possible confict of interest may arise. However, the Trustee may remain at the meeting and may only answer questions relating to facts.

  10. 10.In the event of the Centre being wound up, the Trustees have no liability to contribute to its assets and no personal responsibility for settling its debts

Pat r ons: rP of Mike Benton, P rof. Denys B runsden OBE, Dr. Paul Davis. Dr. Sybil King, Dr. Dave Martill, P rof. rG eg P rice, P rof. Danielle Schreve, P rof. Iain Stewart.

36

and liabilities. Any funds remaining after payment of debts and expenses shall be passed to the Dorset Wildlife Trust for use in the Charmouth area, or in default, any other charity having similar aims for the use in Charmouth area.

Pat r ons: rP of Mike Benton, P rof. Denys B runsden OBE, Dr. Paul Davis. Dr. Sybil King, Dr. Dave Martill, P rof. rG eg P rice, P rof. Danielle Schreve, P rof. Iain Stewart.

37

Executive Committee and the Board of Trustees must be brought to the attention of the Trustees as a whole as soon as possible. These arrangements should be reviewed annually. Trustees may also work in small teams on specifc areas, reporting regularly, at least annually, to the Executive committee. Nothing in this clause shall undermine clause 21.

  1. The Chair to be elected annually at the Annual General Meeting. A Vice Chair to be appointed to cover the duties of the Chair as necessary. The Trustees shall meet as necessary but at least three times a year (nominally June, October and January), seven days’ written notice in writing being given to all Trustees. Any three Trustees may call a special meeting at any time giving seven days’ notice of the matters to be discussed. Four Trustees shall form a quorum to take decisions.

  2. 18.The Trustees may invite, being mindful of any conficts of interest or confdentiality issues, non-voting associate members who bring appropriate expertise to support the Centre (known traditionally as Visitors). These could be representatives of Dorset Council, Charmouth Parish Council, local Fossil Collectors and representatives of the wider community. Associate members may attend the AGM meetings regularly but are not Trustees. They may be invited to attend other meetings if their expertise is relevant to an agenda item.

  3. 19.The Trustees have the power to amend this Constitution provided that such amendment shall not prejudice the charitable status of the Centre and that no amendment shall be made to Clauses 3 and 10

  4. An Annual General Meeting for Trustees must be held annually.

  5. 21.Execution of documents. A document is validly executed by signature if it is signed by at least two of the Trustees.

  6. 22.The Centre and Trustees must comply with its obligations under the General Regulations of the Charity Commission in relation to keeping of, and provision of access to, a register of Trustees.

  7. 23.Minutes must be kept of all appointments of ofcers made by the Trustees; proceedings of Trustee meetings, including the names of the Trustees present, decisions made at the meeting and where appropriate, the reasons for those decisions and any decisions made by Trustees not at a meeting.

  8. 24.The Trustees must comply with the requirements of the Charities Act 2011 with regard to keeping of accounting records, to the preparation and scrutiny of statements of account, and to the preparation of annual reports and returns. The statements of account, reports and returns must be sent to the Charity Commissions and Companies House, regardless of the income of the Centre, within 10 months of the fnancial year end. The Trustees must comply

Pat r ons: rP of Mike Benton, P rof. Denys B runsden OBE, Dr. Paul Davis. Dr. Sybil King, Dr. Dave Martill, P rof. rG eg P rice, P rof. Danielle Schreve, P rof. Iain Stewart.

38

with their obligation to inform the Commission within 28 days of any change in the particulars of the Centre entered on the Central Register of Charities.

Chairman: Date signed: 12.05.22

Secretary: Constitution September 2000. Updated with respect to the model constitution of the Charity Commission 2012. Agreed: January 2015. Addition to point 12 May 2016.

Revised 26.05.16 Revised 16.10.17 Revised 10.05.18 Revised 16.05.19

Review delayed until January 2021 Major revision May 2021

(Appendix)

Terms of Reference for the Executive Committee

The Executive Committee will make proposals and recommendations to the Board of Trustees. Reports will be submitted to all Trustees before full Trustee meetings. Financial decisions may be made before a scheduled Trustee meeting should the need arise. Trustees will be informed of these decisions.

Membership of the Executive Committee shall consist of 4 Trustees, 2 of who will be the Chair and Vice-Chair of Trustees. Members will be elected at the Trustees’

Pat r ons: rP of Mike Benton, P rof. Denys B runsden OBE, Dr. Paul Davis. Dr. Sybil King, Dr. Dave Martill, P rof. rG eg P rice, P rof. Danielle Schreve, P rof. Iain Stewart.

39

Annual General Meeting. Staf or individuals with specifc expertise may be consulted.

A quorum of 3 is required to conduct valid business.

Meetings will be held at least 3 times a year. Minutes will be taken.

Terms of Reference will be reviewed at the Annual General Meeting of Trustees.

Pat r ons: rP of Mike Benton, P rof. Denys B runsden OBE, Dr. Paul Davis. Dr. Sybil King, Dr. Dave Martill, P rof. rG eg P rice, P rof. Danielle Schreve, P rof. Iain Stewart.