2021-03-31-accounts - South Kerrier Heritage Trust

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Trustees' Annual Report for the period

Period start date Period end date From 1st April 2020 To 31st March 2020

Section A Reference and administration details

Charity name South Kerrier Heritage Trust CIO Other names charity is known by The Museum of Cornish Life, Helston Registered charity number (if any) 1151834 Charity's principal address Museum of Cornish Life, Helston Market Place, Helston, Cornwall Postcode TR13 8TH

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Judith Anne Haycock	Trustee & Chairman		South Kerrier Heritage Trust
Loveday Elizabeth Trevenen Jenkin	Trustee		South Kerrier Heritage Trust
Felicity Nicola Eileen Boase	Trustee & Treasurer		South Kerrier Heritage Trust
Reginald John Lovett Boase	Trustee		South Kerrier Heritage Trust
David John Turnbull	Trustee & Secretary		South Kerrier Heritage Trust
Victoria Wiltshire	Trustee		South Kerrier Heritage Trust
Susan Elizabeth Freeman	Trustee		South Kerrier Heritage Trust
Simon Richard Colgan	Trustee	Resigned 12thAugust 2020	South Kerrier Heritage Trust
PhillipWoods	Trustee		South Kerrier Heritage Trust
Eilish Calnan	Trustee	Appointed 27th October 2020	South Kerrier Heritage Trust
Jenny Rose Lee	Trustee	Appointed 27th October 2020	South Kerrier Heritage Trust

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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name	Dates acted if not for whole year
None

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Accountant	Shoreline Accountancy Services	49 Trembel Road, Mullion, Cornwall TR12 7YD

Name of chief executive or names of senior staff members (Optional information)

Museum Director – Annette MacTavish

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution (eg. trust deed, constitution)

How the charity is constituted Charitable Incorporated Organisation (eg. trust, association, company)

Trustee selection methods Appointment by resolution at a meeting of the Charity Trustees in (eg. appointed by, elected by) accordance with the Charity’s Constitution

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system

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and procedures to manage them.

Section C Objectives and activities

To manage, maintain and develop The Museum of Cornish Life, Helston for the benefit of the public and to advance education in the heritage, arts Summary of the objects of the and crafts of the South Kerrier area. charity set out in its governing document

South Kerrier Heritage Trust (SKHT) is a community group formed by local volunteers who all have a special interest and connection with The Museum of Cornish Life, Helston. SKHT is a Charitable Incorporated Organisation established specifically to manage the Museum. The Charity’s purpose is as follows and all activities undertaken support this purpose:“The Museum of Cornish Life, Helston preserves, protects and promotes the history and culture of Helston and The Lizard Peninsula. The extensive collections are a powerful education and learning resource for Summary of the main all the community, regardless of age, ability or background. activities undertaken for the public benefit in relation to The Museum aims to inspire people to take a fresh look at their these objects (include within surroundings and to foster an interest in and understanding of local this section the statutory heritage, to contribute to the regeneration of the local area by attracting declaration that trustees have visitors to the town, and to be fully accountable to the people of Helston had regard to the guidance and the Lizard Peninsula.” issued by the Charity Commission on public The Museum is operated wholly for public benefit and the Objects of benefit) SKHT are worded to ensure that this remains sole focus of SKHT. The Museum of Cornish Life, Helston was established as Helston Museum in 1949 and holds extensive and significant social and local history collections. It is housed in the former Helston Market House and Drill Hall, which is a Grade 2 listed building. It is a Registered Museum and has achieved Full Accreditation under the Museum, Library and Archive Council’s Accreditation Scheme. Following the transition from operation under Cornwall Council to management by SKHT in 2013, the Museum has enjoyed an increasing number of visitors and is now open 6 days per week. The Museum is

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well-supported by the local communities of Helston and the Lizard as well as attracting significant numbers of holiday-makers to Helston.

SKHT Trustees have had regard to the guidance issued by the Charity Commission on public benefit.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

This report covers the period from 1[st] April 2020 to 31[st] March 2021 and is the eigth such report since the establishment of South Kerrier Heritage Trust (SKHT) as a Charitable Incorporated Organisation in April 2013.

Following the renegotiation of the Management Agreement with Cornwall Council in June 2017, SKHT now have tenure of the Museum of Cornish Life, Helston until April 2027 as well as an ongoing annual revenue grant from Cornwall Council to support operations.

During the reporting period the Museum of Cornish Life has seen continued development despite the impact of the Covid pandemic and enforced periods of closure. Funding from the Arts Council (in partnership with Cornwall Museums Partnership and other Cornwall museums) for National Portfolio Organisation (NPO) has continued through this third year of the four-year funding agreement and has allowed staff to continue to work through lockdown periods, enabling them to develop a much broader and deeper on-line presence for the Museum. This has had a significant and positive impact in supporting the Museum’s community, volunteers, and the public in general.

The forced closure periods have enabled the Museum Director to focus upon grant funding applications, especially related to the physical development of the Museum. In particular, success with the National Lottery Heritage Emergency Fund realised a £91,647 funded a full refurbishment of the reception and shop area of the Museum building which was completed in February 2021. In addition to the Museum Director’s role funded by SKHT, the Museum continues to host a Community Engagement Curator, Apprentice and Trainee Curator funded through NPO. This year saw a further two members of staff recruited, a Digital Intern (funded for 8 months through a collaborative project with the Imperial War Museums) and the Finds Liaison Officer for Cornwall (funded as part of the Portable Antiquities Scheme by the British Museum). The Finds Officer has a remit across Cornwall recording archaeological finds discovered by members of the public. We continue to invest in digital marketing with active Twitter, Instagram and Facebook accounts. We have now embedded the offer of virtual guided tours of the Museum to residential homes. This service was extremely pertinent during the pandemic and was nominated for an award at the Museums Association. We created a wide range of digital content featuring exhibition tours, collection tours/films and making activities achieving 230,144 views.

Over the period we have continued to work in partnership. We have been working closely with Bodmin Keep and the Imperial War Museums on The Second World War and Holocaust Partnership project. In 2021 we have been gathering stories from our community about the Second World War with a regular feature on Radio Cornwall and the establishment of a new Podcast Channel. We also supported St Michael’s Church to deliver the community elements of its National Lottery Heritage Fund Project with workshops, ‘take and make’ packs, exhibitions and a memory box.

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Section D Achievements and erformance p

Through the pandemic we retained our volunteers who came in during each open period and in addition worked remotely. We also supported four young people to achieve their Duke of Edinburgh Volunteering and supported two interns and a mentee from the University of Exeter. These young people worked remotely and in person at the Museum.

Our annual, physical visitor numbers have clearly been significantly impacted by the Covid pandemic; however, as noted above, we have seen excellent growth in our on-line engagements and now look to maintain these interactions whilst building back visitor numbers in 2021/22.

The Trustees are aware that physical visitor numbers, upon whom there is a significant reliance for cash income (donations, shop sales etc.), will take much of the coming year (2021/22) to recover, and have therefore made an additional ‘Special Reserve’ provision to ensure ongoing financial security (see reserve note below). The Trustees are therefore confident that the Trust is in a strong financial position to recover from the Covid issues of 2020/21.

In terms of finances, SKHT has achieved a positive financial position for the period, assisted to a degree by ‘rates related’ Covid support grants. No use of the Government’s employee furlough scheme has been necessary.

The Trust is reporting an operating surplus of £17,318.26 on a turnover of £270,219.25.

This level of turnover represents an increase of approximately 67% vs prior year, reflecting the success achieved in raising grants for the development work done within the Museum as well as the partnering activities within the Helston community.

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Section E Financial review

Brief statement of the

charity’s policy on reserves

SKHT Reserves Policy aims for an operating reserve of 3 months of revenue expenditure. Due to the unusual effects on revenue expenditure caused by the Covid pandemic and related to project specific grants, the Trustees resolved to maintain the Normal Reserve at the same level as the prior year: £39,883.15. In addition, the Trustees resolved to create a Special Reserve of £20,000 to provide for the potential slow recovery in visitor generated revenue expected through 2021/22.

A ‘Normal and Exceptional Reserves Proposal’ was approved at the Board meeting of 27[th] March with final approved document issued 20[th] April. This document is available by request from the Trust Secretary.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Judith Haycock	David Turnbull
	Chair	Secretary
	23rdAugust 2021
	23rdAugust 2021

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CHARITY COMMISSION FOR ELAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the truste¢sl members of 5 oiPTh LERQIGX k4Ei i i A£E 7RUS I Jilalii On accounts for the year ended Charity no (If any) Set out on pages I rert to the trustees on my examination ofthe accounts of the above charityllhe for the year eThled 4,. A5 the charitls trustees, you are responsible for the preparation of the accounts in aceordanee with the requireffEnts of the Charrties Act 2011 Ilhe Actl. I report in respct of my examinati¢)n of the Twst's accounts rried out under sectton 145 of the 2011 Act and in carying my examination. I have followed all the applicable Directions given by the Charity Commission under section 14515)Ib) of the Ad. Responslbilities and basls of report Independent trhe charis gross income exceeded £250.000 and l am qualified to examiner's statement undertake the examination by Ing a qualrfied member of [insert name of applicable listed bodyJ]. tlete I l rfn0tapp1b1e. I have completed my examination. I confirm that no material matters have come to my attents.on in connection the examinats.on (other than that disdosed below") which grves me cause to belreve that in, any material the accountirYJ recor(ts Mere not kept in accordance with section 130 of the Charities Actr. or the accounts did not accord V•ith the accounting records. or the accounts did not compty wth the applicatle requiremersts eonceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any r8]uirement that the accounts give a Irue and fair, which is not a matter consrdered as part of an independenl examination. I have no concems and have come across no other mattets in connection with the examination to vthich attention should be drawn in this report in order to enable a [per understandiry of the aceounls to be reached. ' Please delele the words in Ihe brackets rfthey (A) not apply. Signed: Date: Name: ID(& Relevant professlonal quallficationls) or body AAI la26Jb46 IER Oct 2018 Scanned with Camscanner

(If any): Addres¥: iJr) kLoOI I hENL-h<E- ST Pe¢tion B Disclosure Only complete rf the examiner needs to highlight material matters of conrn (see CC32, Independent examination of charty accounts: direckn.ons and guwjance for examinets). Give here brief detalls of any items that the examiner wishes to disclose. IER Oct 2018 Scanned with Camscanner