Trustees, Annual Report for the period Period start dale Period end date From 1st 2024 31st 2025 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 Date8 acted Sf not for whole ear Trustee name Offlce Ilf any) Name of person lor body) entltled to oint truste8 ilan Treve Evans Trustee & Secretary Trustee & Vice Chair South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust Sandra Husk Neil Caddy Victoria Wiltshire Trustee To 2510312025 Susan Elizabeth Freeman Trustee To 24.09.2024 Charlie Johns Trustee Trustee South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust South Kerrier Heritage Trust Eilish Calnan To 24.09.2025 Jenny Rose Lee Sarah Pringle Jane Reynolds Julia Chambers Trustee & Chair Trustee Trustee & Vice-chair Trustee & Treasurer 10 12 Paige Lawrence Ellie Warren Trustee From 24.09.2024 13 Trustee From 24.09.2024 14 15 16 17 18 19 20 Names of the trustees for the charityy if any, Ifor example, any custodian trustees) Name Date5 acted if not for whole ear None TAR March 2012 Names and addresses of advisers (Optional information) e of adviser Name Address Accountant Shoreline 49 Trembel Road, Mullion, Cornwall TR12 7YD Accountancy Services Name of chief executive or names of senlor staff members (Optional information) Museum Director- Annette MacTavish Section B structure, overnance and mana ement Descrlptlon of the charlty's trusts Type of governing document Constitutlon How the Gharity is constituted Charitable Incorporated Organisation Trustee selection methods Appointment by resolution at a meeting of the Charity Trustees in 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 ne￿Ork with which the charity relationship with any related parties. trustees, consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities TAR March 2012 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 and crafts of the South Kerrier area. Summary of the objects of the 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 promoles the history and culture of Helston and The Lizard Peninsula. The extensive collections are a powerful education and learning resource for all the community, regardless of age, ability or background. The Museum aims to inspire people to take a fresh look at their surroundings and lo foster an interest in and understanding of local heritage, to contribute to the regeneration of the local area by attracting visitors to the town, and to be fully accountable to the people of Helston and the Lizard Peninsula." Summary of the maln actlvltles undertaken for the public benefit in relation to those objects (include wlthin this sectSon the statutory declaration that trustees have had regard to the guidance Issued by the Charity Commisslon on publlc benef St) The Museum is operated wholly for public benefit and the Objects of SKHT are worded to ensure that this remains sole focus of SKHT. The Museum of Cornish Life, Helston was establlshed as Helston Museum in 1949 and holds extensive and significant social and local history collections. It is housed in the fomer 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 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 guidan￿ issued by the Charity Commission on public benefit. Additlonal details of objectlves and actlvities (Optional information) TAR March 2012 You may choose to include further statements, where relevant, about.. policy on grantmaking., policy programme related investment., contribution made by volunteers. Section D Achievements and performance TAR March 2012 Section D Achievements and performance Summary of the main achievements of the charity during the year sl This report covers the period from 1 April 2024 to 3151 March 2025 and is the twelfth 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 continued to develop strongly under the leadership of Museum Director, Annette MacTavish. The Museum has focussed on expanding its links to the community and building skills in caring for the collection. Funding from Arts Council England was secured for three years starting in 2023 as part of mc a consortium of museums made up of Bodmin Keep, Falmouth Art Gallery, Museum of Cornish Life, Penlee House, PK Porthcurno, Royal Cornwall Museum and Wheal Martyn. Thi5 has provided funding for the Community Engagement Curator, Museum Assistant Engagement (with a Marketing Assistant Apprenticeship at Truro College) and Museum Assistant Collections funded by Arts Council England. This funding has been extended for an additional year. During the year Isobel King, the Community Engagement Curator focused on deepening our connection with key audiences such as early years, families, schools and older people. She also continues to build new relationship with cultural partners. We completed our final year of hosting the Finds Liaison Officer for Cornwall. This role was funded by the British Museum with support from Cornwall Council to deliver the work of the Portable Antiquities Scheme. The Finds Liaison Officer, Laura Miucci worked across Cornwall recording archaeological finds discovered by members of the public and processing treasure cases. Thanks to an award of £78,000 in 2023 from the Museums Association Esmée Fairbairn Collections Fund, the museum continued to reappraisal the farming collections. We have conducting new collections research, undertaken innovative conservation, and considered how to update our collections to better reflect Cornish farming from the 1970s to today. This work is being led by Research Curator Dr.Tehmina Goskar In addition, we also mounted eight temporary exhibits ranging from an Egypt exhibition as part of Kids in Museurns, Reveal (outputs from a collaborative dance project), One and All (a touring exhibition on Comish Identity by Seamas Carey) and Haunted Cornwall. Our core team of over 60 volunteers have continued to help us welcome visitors to the museum, research and care for the collection and produce exhibitions. We have supported seventeen young volunteers undertaking placements through schools, university, Duke of Edinburgh and for personal development. In terms of finances, SKHT has achieved a positive financial position for the period reporting an operating surplus of £6,040 on a turnover of TAR March 2012 Section D Achievements and performance £269,313. These figures represent a small increase ovei the previous year's surplus. TAR Mard12012 Section E Financial review Brief statement of the charity's policy on reserves SKHT Reserves Policy aims for an operating reseNe of 3 months of revenue expenditure and so the Trustees have agreed to a ReseNe level of £57,024.50 in compliance with this policy. In addition, the Trustees resolved to create a Special ReseNe of £15,000 to provide for the continued unpredictability of energy costs. Detalls 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 o tional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Signature{s) Full name(s} Position (eg Secretary, Chair, etc) Jane Reynolds Treve Evans Chair Secretary Date 19th December 2025 TAR March 2012 **SOUTH KERRIER HERITAGE TRUST UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD 1ST APRIL 2024 TO 31ST MARCH 2025 Registered Charity Number 1151834** Shoreline Accountancy Services 49 Trembel Road, Mullion, Cornwall, TR12 7DY. Tel: 0744 3500524 email: shorelineaccountancyservices@outlook.com ~~_~~ Michelle Bowley is licensed and regulated by AAT to provide services in accordance with licence number 1000830. ## **SOUTH KERRIER HERITAGE TRUST - YEAR ENDED 31ST MARCH 2025** ## **GENERAL INFORMATION** South Kerrier Heritage Trust (SKHT) is a Charitable Incorporated Organisation. Registered Charity Number 1151834. ## **Registered Address:** The Museum of Cornish Life, Helston, Market Place, Helston, Cornwall TR13 8TH TR13 8TH ## **Working Address:** The Museum of Cornish Life, Helston, Market Place, Helston, Cornwall TR13 8TH TR13 8TH ## **Trustees:** Jenny Rose Lee (Chair) Sandra Margaret Husk James Neil Caddy Treve Nicholas Evans Jayne Reynolds Julia Chambers Sarah Pringle Charlie Johns Victoria Ruth Wiltshire ## **Professional Advisers:** ## Bankers Lloyds Bank 1 Market Place Helston TR13 8SU Independent Examiner Claire Martin MAAT Perfect Sums Accounts Ltd ## **Statement of Activity Comparison South Kerrier Heritage Trust - Helston Museum April 1, 2024-March 31, 2025** |**Distribution account**|**Apr 1 2024 - Mar 31 2025**
**Apr 1 2023 - Mar 31 2024 (PY)**
**Total**| |---|---| |Income
Capital Grant Income
Grant Income
Cornwall Council Management Fee
Art Fund Income
Revenue Grants
**Total for Grant Income**
Museum Income
Education Income
Event Income
Gifts and Donations
Para Hen-Hellys - Membership
Sales Income
**Total for Museum Income**
Other Income
Bank Interest Earned
Gift Aid
**Total for Other Income**
Miscellaneous Income
Unapplied Cash Payment Income
**Total for Income**
Cost of Sales
Good for Resale - Stock
Expenses
Depreciation Expense
**Total for Employee Costs**
Overheads
Accounts & Consultancy
Advertising
Bank Charges
Cafe Expenses
Consumables
Contract Maintenance
Education Expense`
Electricity & Water rates
Events
Insurance Expense
Miscellaneous Expense
Office Expense & Postage
Professional Fees
Project and cost of sales
Repairs & Maintenance
Subscriptions
Telephone
Training
Travel and Meetings
Feast Funding
**Total for Overheads**
Unapplied Cash Bill Payment Expenditure
**Total for Expenses**
**Net Operating Income**
Other Expenses
Unrealized Gain or Loss
**Total for Other Expenses**
**Net Other Income**
**Net Income**|| ||15,285.29
15,052.09
160,393.76
157,290.93
45,000.00
45,000.00
0.00
2,500.00| ||**£205,393.76**
**£204,790.93**
3,236.30
2,610.50
1,042.25
465.00
16,351.25
16,790.38
896.12
881.31
24,134.97
25,896.62| ||**£45,660.89**
**£46,643.81**
928.21
859.91
2,045.18
2,167.10| ||**£2,973.39**
**£3,027.01**
124.89
-71.98| ||**£269,313.33**
**£269,566.75**
10,248.39
16,544.48
15,695.98
15,197.18| ||**£131,553.08**
**£130,138.82**
564.94
5,840.00
4,990.00
2,271.30
6,301.03
318.91
274.72
306.99
514.57
1,217.30
1,134.06
10,920.19
9,966.22
10.00
1,496.15
20,323.63
18,378.39
341.97
35.65
2,471.75
1,780.62
15.70
174.65
314.96
596.62
558.50
56,372.95
54,475.54
329.10
3,370.74
712.99
1,331.79
2,104.57
2,673.51
86.00
239.98
693.31
1,818.05
0.00| ||**£105,775.06**
**£109,552.29**
0.02| ||**£253,024.14**
**£254,888.29**| ||**£6,040.80**
**-£1,866.02**| ||| ||| ||**£6,040.80**
**-£1,866.02**| ## **South Kerrier Heritage Trust - Helston Museum Balance Sheet As of March 31, 2025** |**Fixed Asset**
Tangible assets
Furniture and Fixtures
Total Tangible assets
**Total Fixed Asset**
**Total Cash at bank and in hand**
**Net current assets**
**Total Trade Creditors**
**Total Current Liabilities**
**Total Creditors: amounts falling due within one year**
**Net current assets (liabilities)**
**Total assets less current liabilities**
**Total net assets (liabilities)**
Total Charity funds|**Total**| |---|---| ||**As of Mar 31, 2025**| ||8,260.91| ||£ 8,260.91| ||**£ 8,260.91**| ||**£ 238,537.28**| ||**£ 241,215.04**| ||**£ 2,614.28**| ||**£ 132,893.25**| ||**£ 135,507.53**| ||**£ 105,707.51**| ||**£ 113,968.42**| ||**£ 109,384.25**| ||£ 109,384.25| **SOUTH KERRIER HERITAGE TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD 1ST APRIL 2024 TO 31 MARCH 2025** - 1 The Financial Statements have been prepared on an accruals basis. - 2 South Kerrier Heritage Trust is a Charitable Incorporated Organisation which registered with the Charity Commission on 29th April 2013. Its charitable objects are 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 and crafts of the South Kerrier area. The Trust assumed responsibility for the running of the museum from 1st August 2013 when it entered into a lease and management agreement with Cornwall Council and took possession of the Museum premises, its collection and inventory. Under the terms of the agreement, Cornwall Council has agreed to pay an annual management fee to the Trust of £45,000.00 - 3 General Funds represent the funds of the Trust that are not subject to any special restrictions regarding their use and are available for application for general purposes of the trust. Grants and Restricted Funds can only be used for the procurement of items in respect of which the funding has been made. - 4 As at 31st March 2025, the sum of £4,584.17 was ring fenced within the Cornwall Council Museum Donations Fund for the future development of The Museum of Cornish Life. The trustees can apply for grants from this fund to meet the costs of specific projects in the future. - 5 The Trust’s Reserves Policy aims to set aside 3 months’ running costs (expenditure) to ensure the financial security and continued running of the Museum. 3 months’ running costs is based on the enclosed Financial Statements and is calculated as £63,256.04. Due to the unpredictability of energy costs, and noting that the Museum heating system is wholly based on electricity, the Trustees have decided to create a Special Reserve of £15,000 to protect SKHT CIO from energy price rises. This Special Reserve will be reviewed on a monthly basis and released as necessary over the coming 12 months. Note that the Museum Director is also assessing options for grant funding to improve the energy efficiency of the Museum building. - 6 As of 31st March 2025 the balances of all grants and restricted funds is listed below: |British Museum Grant
CMP - Cutorial
Esme Fair Bairn Grant
Legacies
Mend 2
MWJV Grant
Tanner Phoenix Kynnce Gate
Tanner Trust Grant
SKHT Maintenance Responsibilities
7
Summary of restricted funds including reserves
Reserves
Special Reserve
Grants and Restricted Funds|-6,583.70
-550.00
31,401.00
8,162.90
88,604.00
164.00
552.76
46.80
8,045.75| |---|---| ||**129,843.51**
57,024.50
15,000.00
129,843.51| ||**201,868.01**| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees On accounts for the year ended Charity no (if any) Set out on pages Ir&member lo Include the Daae numbers or addrtion31 sheet I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 31 | os l As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act"). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent [The charity's gross income exceeded £250,000 and l am qualified to examiner's ststement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in. any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act. or the accounts did not accord with the accounting records" or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 71101 Name: Relevant professional qualification(s) or body IER Oct 2018 (if any): Address: ITS LJVLp I(LLiP k) Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018