Trustees' Annual Report for the period
Period start date Period end date 01 04 2020 31 03 2021 From To
Section A Reference and administration details
Charity name The Jenner Trust
Other names charity is known by Dr Jenner’s House, Museum and Garden
Registered charity number (if any) 1158316
Charity's principal address The Chantry Church Lane Berkeley Postcode GL13 9BN
Names of the charity trustees who manage the charity
Dates acted if not for Trustee name Office (if any) whole year 1 C Statham Chairperson 2 C Jenner Treasurer
Name of person (or body) entitled to appoint trustee (if any)
Jenner Trust Board Jenner Trust Board Jenner Trust Board Jenner Trust Board Jenner Trust Board To 19.06.2020 Jenner Trust Board To 15.01.2021 Jenner Trust Board From 19.06.2020 Jenner Trust Board
3 T Wallington
4 L Knott
5 Jon Finch
6 R Spencer
-
7 Dominic Mellon
-
8 Gabriella Swaffield
TAR
January 2021
1
9 Robin Markwell From 17.07.2020 Jenner Trust Board 10[Richard Martin Rees ] From 17.07.2020 Jenner Trust Board
11
12
13
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Owen Gower – General Manager
Section B Structure, governance and management
Description of the charity’s trusts
Constitution (Charitable Incorporated Organisation) Type of governing document (eg. trust deed, constitution)
Trust How the charity is constituted (eg. trust, association, company)
Appointed by Trust Board Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
TAR
January 2021
2
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 and procedures to manage them.
Induction and training of trustees:
Potential trustees are supplied with a prospectus that includes role descriptions, person specifications, eligibility, time commitment as well as information on the Trust’s work, status and current trustees. They are sent the Trust’s constitution and current forward plan. All trustees receive the Trust’s constitution, AIM Golden Rules for Good Governance, The Essential Trustee, and the Accreditation Scheme for Museums and Galleries in the UK as well as a Code of Conduct to which they must agree and Essential Trustee training.
Organisational Structure:
Dr Jenner’s House, Museum and Garden has a full-time manager assisted by a part time finance officer, cleaning and front of house staff and 31 volunteers. The manager answers to the board through a designated trustee. This work is supported by volunteers in the fields of visitor services, collections care, archives, gardening and education.
Relationships:
The trust is supported by the British Society for Immunology (BSI), the Centre for Disease Control (CDC), the London School of Hygiene & Tropical Medicine, Public Health England, Reading University and Bristol University.
Consideration of risks:
These are considered in the forward planning cycle part of the meetings program for the Trust Board.
Section C Objectives and activities
The Jenner Trust has a clear charitable purpose as set out in its Constitution:
- (1) The principal object of the CIO is to preserve the property known as The Chantry at Berkeley in the County of Gloucestershire being the property wherein the late Dr Edward Jenner (1749-1823) (“ Edward Jenner ”) lived and died:
Summary of the objects of the charity set out in its governing document
-
(a) as a permanent memorial to Edward Jenner his life and his work (both in local community affairs and in Immunology) and his memory; and also
-
(b) as a Centre for the advancement of Education with particular reference to the study of Immunology and including the eradication of disease by immunological means; and
-
(c) for other purposes beneficial to the local community of Berkeley and the Community at large.
TAR
January 2021
3
-
(2) The further objects of the CIO are:
-
(a) the maintenance improvement and endowment of The Chantry or other suitable property for the housing for the public benefit of a museum library historical documents papers objects and memorabilia associated with the life of Edward Jenner and as a Centre for the further charitable objects detailed in this clause 3 (Objects) as the charity trustees see fit; and
Summary of the objects of the charity set out in its governing document
- (b) to maintain and manage and co-operate with other persons or body of persons in the maintenance and management of The Chantry or such other property so purchased for such purposes detailed in this clause 3 (Objects) and as a Centre for Education with particular reference to Immunology and also for other charitable purposes beneficial to the inhabitants of the town of Berkeley (without reference to age sex religion or political persuasion) and the Community at large.
TAR
January 2021
4
In determining the program of activities to be undertaken by Dr Jenner’s House, Museum and Garden the trustees work within the guidance issued by the Charity Commission in 2013 on public benefit. Priorities are: -
To preserve The Chantry for the world and as a base from which we celebrate the ongoing legacy of the pioneering scientist Edward Jenner and encourage others to follow in his footsteps.
To celebrate vaccination from the place where it began; to maintain continuity of services to the public including an open season including any visits and events as permitted by Covid-19 restrictions and operational viability (staffing and volunteer numbers), and educational program.
To ensure Edward Jenner’s story is told beyond the walls of the building by exploring and developing our virtual/online offering to reach a wider audience and enabling conversations which can change the world.
To enhance the presentation of Edward Jenner’s life, work and legacy by fostering curiosity and experimentation, and inspiring current and future scientists.
To maximise the use of volunteers to deliver the work of the Trust.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
To improve the diversity of experience on the Trust’s Board. To market Dr Jenner’s House Museum and Garden effectively to maximise visitor engagement and financial contributions.
To continue our positive financial trajectory and increase our unrestricted financial reserves.
To attract grants and donations to support both the operation and development of Dr Jenner’s House Museum and Garden.
These ongoing activities are set out in more detail in the Trust’s forward plan. The Board of Trustees pays full attention to the Charity Commission guidance on public benefit in planning and subsequent monitoring of these activities.
Activity 1: To develop an organisation that can secure a sustainable future for the Museum and wider activities of the Trust
- 1.1 Recruit new board members to complement and enhance the skills of the Trustees of The Jenner Trust.
1.2 Continue to build on our improving financial situation.
- 1.3 Grow our volunteer team, increase the range of opportunities available and expand volunteer involvement within all areas of the organisation.
TAR
January 2021
5
Activity 2: To enhance levels of self-generated income and explore opportunities to generate new sources of funding.
2.1 Increase shop, conference, and event income through new merchandise, an enhanced offer to groups and conference guests, and changes to our events programme.
2.2 Create an online shop to extend our consumer base. 2.3 Investigate and apply for funding and schemes supporting sustainable business improvements. Activity 3: To develop new audiences supported by effective marketing.
3.1 Continue to improve our external branding and presentation. 3.2 Revitalise our education programme for schools and universities. 3.3 Increase visitor numbers both at the Chantry and to virtual events. 3.4 Review our external communications to support our core objectives and improve engagement. Activity 4: To enhance the visitor experience to the House and Garden 4.1 Identify key areas of improvement to engagement and interpretation and how this can be best delivered. 4.3 Identify and source funding.
- 4.3 Research and scope the redevelopment of the garden and its interpretation. 4.4 Identify and develop a long term plan for the buildings to include their maintenance and repair as well as development. 4.5 Identify likely phasing and sources of funding. Activity 5: To preserve and develop our collections relating to Edward Jenner and the history of immunology and vaccination. 5.1 Upgrade documentation in prioritised areas: loans, cataloguing, handling, rationalisation 5.2 Deliver deep clean – objects on display and in store 5.3 Deliver improvements to care and conservation of stored objects. 5.4 Undertake research to increase our knowledge of the museum’s collection and story.
TAR
January 2021
6
Additional details of objectives and activities (Optional information)
Improved governance measures have been put in place, with increased training for new trustees and a new Code of Conduct for trustees, staff and volunteers.
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
In January 2020, a Strategic Review was completed (funded with Heritage Lottery Fund grant) to identify a sustainable way forward for the Trust and Museum, with a view to improving the Trust’s financial resilience long-term. A revised Forward Plan has been developed based on these findings, with a revised organisation structure, incomegeneration model and focus. Funding has been secured to undertake the first element of this new recruitment for fundraising and business development consultants; these persons are now in post and working to improve the museum’s fundraising and income-raising capacity.
A focused fundraising drive via Crowdfunder April-June 2020 proved very successful, raising £44,166 and providing a good source of digital engagement globally.
Mentoring has been offered to senior staff.
Section D Achievements and erformance p
Dr Jenner's House, Museum and Garden has provided a full complement Summary of the main of services and it has continued to implement its plans for long term achievements of the charity sustainability. during the year Due to Covid-19 restrictions the museum has been closed to visitors this year. As a result in-person visitor numbers for this period are 0 (zero). However, our online offerings were well-attended (Jenner Conversations held in September 2020), Discovery Day at Home (also September 2020) and joint Quarantines, Vaccines and Museums event with Eyam Museum, hosted by historian Rebecca Rideal, in February 2021, which had over 200 attendees. These events continue to be available to share and watch online. Total visitors 0 Open season walk in visitors 0 Schools and other educational groups 0 Organised group visitors 0 Attending talks and other events >200 (unable to track reach of online events accurately) Attending conferences 0 (Data for 01/04/20 to 31/03/21 shows all zero as museum closed due to the pandemic)
The Trust Board meet quarterly and 2 trustees have stepped down and 3 new joined. The recruitment of new trustees is focused on providing a more diverse range of trustee experience that is more reflective of the Trust’s needs. This is promoted through www.jennermuseum.com, and other avenues such as AIM and LinkedIn. A new Forward Plan is now in use for the period 2020-2025. This is under regular review and is being adapted to align with the recommendations of
TAR
January 2021
7
Section D Achievements and erformance p
specialist fundraising and business development advice.
To be sustainable, Dr Jenner’s House, Museum and Garden must maintain its high quality of service, increase income and develop a model of working which consistently balances and grows its core budget. We have continued a heightened programme of fundraising. For the financial year ending 31/03/21 unrestricted overall income exceeded expenditure by £74,325. This was a combination of online shop-spend, pre-purchased tickets for future visits and increased fundraising.
We realised our ambition for an online shop which has proved very successful in its first year of operation. We continue to improve our programme for maximising volunteer participation and this remains key to the museum’s sustainability. Covidrestrictions and events has impacted our volunteer numbers slightly, with the total decreasing from 34 (last year) to 31. We have continued to support and engage our volunteers throughout.
We have undertaken rigorous research and engaged with key academic and museum partners to increase our knowledge of the museum’s collection and story, resulting in significant outreach and media opportunities during the 2020 global health emergency as a need for trusted information arose.
We have engaged with and received publicity through BBC Radio 4, The New York Times, Private Eye, The Guardian, The Daily Telegraph, BBC Radio Gloucestershire, BBC Points West, ITV West Country, and many others.
Fundraising has continued. A Crowdfunding campaign was completed, bringing in over £44,000 in donations from individuals across the world to date with the campaign continuing. We also received support from the Arts Council and local authority Covid-relief measures.
The Trust remains accredited under the Accreditation Scheme for Museums and Galleries in the UK. We are also institutional members of the Museums Association, Association of Independent Museums and the South West Federation of Museums and Galleries. We have retained our TripAdvisor Certificate of Excellence.
Overall Dr Jenner’s House, Museum and Garden has continued to provide an excellent quality, if reduced quantity, of services throughout the Covid pandemic, at the same time as working towards a sustainable long-term future. This is reflected in global support and interest in the museum.
Section E Financial review
The Trust’s reserves policy is to hold approximately six months unrestricted Brief statement of the charity’s expenditure. policy on reserves
TAR
January 2021
8
Details of any funds materially in deficit
Further financial review details (Optional information)
We have continued to increase our operating profit this year, which represents a huge achievement on the part of the staff, board and volunteers. This has been achieved through a mixture of budgetmanagement, fundraising and Covid-support, alongside clearer targets and goals for income generation. This provides a stronger starting position to the next financial year during which we hope to continue this upward trajectory.
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 We invested in capital repairs to part of our roof and a refurbishment of our of the charity; on-site apartment, which has resulted in new tenants and increased monthly rental amount.
-
investment policy and objectives including any ethical investment policy We invested in fundraising expertise that will support our growth going adopted. forwards.
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)
Carl Jenner
Full name(s) Catherine Denise Statham
Carl Peter Jenner
Position (eg Secretary, Chair Treasurer Chair, etc)
TAR
January 2021
9
Date 2010112022 TAR 10 January 2021
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the aecounts Indenderrt Exarnineffs Report Rewttoth¢ trusts¢ membets of The Jenner Trust 31103nl Charity no any) 11S8316 Set outon pftge 1 to 5 attached to th18 rerA)rt I rcp(Ktto Ihe t¥¢Jo ofthe acc(HJnts oftbe atme chatity fthe Ttust'l farlhe year ended 31103r2021 ReSp(1bhIthl AS the ehatity trustees of the TtuSL you are resp1b kn the pDaratsOn bag1• ol rewt ollhe accounta in accordance vlth the re4ements of the Chariles Act 2011 {'the Acr) I repwl in iespect of rny exanynation of the Tru5t5 account5 carried o ur¥Jer 5¢¢t 145 of th¢ 2011 Act and in Ca)ng out my eXan¥natTr, I folovKd Ihe aWKable DirectioDs gyven by Ihe Gharty Gornwo urxler Sectm 14515Kb) of the Act I have cometed my examination I confirm that no rnaterial rnamers have t(> my atteDboD (other thaD Ihat disclosed belLYw"I In wrfh the examination whh gives ¢6et0 bve that in maleDal Independent examiThefs ststement aoUn9 recatdswere nol kept in aCColance with secbDn 130 ot the Act or the attoThts do ntsl acco the actountsno I he no cmcerns aThl have come actosx no other rnlers m connection ih Ihe exarninalion lo attenlmin shouhl be drawjn in order lo enable a oper understanding of the ac¢ount5 to be reached ' Pkgse detete the WO1$in the bracte15 rftheyLk> notappty Signed.. KE Johnsorj 15110121 Kab2 Eknbeth Jahnson Ilelevarrt professional alificationlsl orbDdy {If any).. tLla Addre•.' 6 Orchard Close. Slanlev. GL10 30A 5ectK>n B Disclosure Independent exInall0n of chlty accounts directK3 and gllklan¢e lor exarrnnen) Give h¢re blf tstsil• of exarDiner ishc¥ to di10$
THE JENNER TRUST (Registered Charity 1158316)
Page 1 of 5
BALANCE SHEET AS AT 31 MARCH 2021
| Note | 2020/21 £ £ |
2019/20 £ £ |
2019/20 £ £ |
|---|---|---|---|
| FIXED ASSETS Tangible assets Investments CURRENT ASSETS Stocks Prepayments Debtors Cash at bank CREDITORS Amounts falling due within one year NET CURRENT ASSETS NET ASSETS CHARITY FUNDS Endowment funds Rest-d funds UnRest-d funds |
1,501,354 0 1,501,354 3,407 0 2,716 153,948 160,072 -1,104 158,968 1,660,322 500,000 25,000 1,135,322 1,660,322 |
1,501,354 0 1,501,354 2,098 0 2,435 61,653 66,186 -5,381 60,805 1,562,159 500,000 1,162 1,060,997 1,562,159 |
1,501,354 0 |
| 1,562,159 | |||
| 500,000 1,162 1,060,997 |
|||
| 1,562,159 |
THE JENNER TRUST (Registered Charity 1158316)
Page 2 of 5
Income & expenditure account for the year ended 31/03/21
| INCOME Ref |
Rest-d UnRest-d Total funds funds funds 2020/21 2020/21 2020/21 £ £ £ |
Total funds 2019/20 £ |
|---|---|---|
| Donations I-01 Grants I-02 Subtotal Voluntary Income Rental income I-03 Income from investments I-04 Bank interest I-05 Investment Income Sales and gate receipts I-06 Conferences I-07 Copyright I-08 Education workshops I-09 Filming & investigations I-10 Events I-11 Other I-12 Income from Charitable Activites TOTAL INCOMING RESOURCES Investment management costs E-01 Investment management costs Rent & rates E-02 Utilities E-03 Repairs & maintenance E-04 Insurance E-05 Loss on disposal E-06 Telephone E-07 Conference costs E-08 Stock items & sundry expenses E-09 Education programme costs E-10 Specified donations costs E-11 Advertising & marketing E-12 Wages & salaries E-13 Bank charges & interest E-14 Subscriptions & memberships, service contracts E-15 Travel expenses & internal catering E-16 Printing, postage & stationery E-17 Depreciation E-18 Grant expenditure E-19 Charitable activites Independent examination E-21 Auditors fees - non-audit E-21 Trustees expenses re-imbursed E-22 Goveranance costs TOTAL RESOURCES EXPENDED NET RESOURCES EXPENDED BEFORE REVALUATIONS Gains/Losses on revaluations of investments NET MOVEMENTS IN FUNDS FOR THE YEAR |
0 123,658 123,658 41,600 0 41,600 |
22,103 20,358 |
| 41,600 123,658 165,258 |
42,461 | |
| 3,452 3,452 0 0 121 121 |
7,800 0 412 |
|
| 0 3,573 3,573 |
8,212 | |
| 6,019 6,019 150 150 334 334 0 0 0 0 0 0 1,760 1,760 |
32,648 1,826 85 6,979 0 5,029 3,829 |
|
| 0 8,263 8,263 |
50,396 | |
| 41,600 135,494 177,094 |
101,070 | |
| 0 0 0 |
0 | |
| 0 0 0 |
0 | |
| 1,257 1,257 2,201 2,201 12,826 12,826 2,644 2,644 0 746 746 0 251 251 0 0 419 419 35,662 35,662 645 645 4,039 4,039 0 479 479 0 17,762 17,762 |
2,775 5,061 7,074 2,582 0 813 451 3,295 137 0 3,192 45,041 787 1,281 87 3,202 0 29,176 |
|
| 17,762 61,169 78,930 |
104,954 | |
| 0 0 0 |
0 0 0 |
|
| 0 0 0 |
0 | |
| 17,762 61,169 78,930 23,838 74,325 98,163 0 0 0 23,838 74,325 98,163 |
||
| 104,954 | ||
| -3,884 | ||
| 0 | ||
| -3,884 |
THE JENNER TRUST (Registered Charity 1158316)
Page 3 of 5
Fixed Assets Analysis at 31/03/21
| TANGIBLE FIXED ASSETS | Freehold | Fixtures | Exhibtions | Total |
|---|---|---|---|---|
| Property | & Fittings | |||
| £ | £ | £ | £ | |
| COST | ||||
| At 01/04/20 | 1,500,000 | 23,278 | 27,754 | 1,551,032 |
| Disposals | 0 | |||
| At 31/03/21 | 1,500,000 | 23,278 | 27,754 | 1,551,032 |
| DEPRECIATION | ||||
| At 01/04/20 | 0 | 21,123 | 27,754 | 48,877 |
| Charge for theyear | 0 | 801 | 0 | 801 |
| At 31/03/21 | 0 | 21,924 | 27,754 | 49,678 |
| NET BOOK VALUE | ||||
| At 31/03/21 | 1,500,000 | 1,354 | **0 ** | 1,501,354 |
| At 31/03/20 | 1,500,000 | 1,354 | 0 | 1,501,354 |
THE JENNER TRUST (Registered Charity 1158316)
Page 4 of 5
Restricted Funds Analysis at 31 March 2021
| CDC | Magnox | Refurbishment | Heritage | Charles Skey | Total | |
|---|---|---|---|---|---|---|
| Smallpox Zero | Grant | of Flat | Grant | Trust | ||
| £ | £ | £ | £ | £ | £ | |
| Opening Balance at 1 April 2020 | 7,035 | 717 | 0 | -6,590 | 0 | 1,162 |
| Income 2020/21 | 16,600 | 25,000 | 41,600 | |||
| T/fer to Flat Refurbishment | -7,035 | -717 | 7,752 | 0 | ||
| Subtotal | 0 | 0 | 7,752 | 10,010 | 25,000 | 42,762 |
| Expediture- Charged in Year | ||||||
| Salaries | 5,504 | 5,504 | ||||
| Other / Equipment | 4,506 | 4,506 | ||||
| T/fer to Flat Refurbishment Project | 7,752 | 7,752 | ||||
| 0 | 0 | 7,752 | 10,010 | 0 | 17,762 | |
| Closing Balance 31 March 2021 | 0 | 0 | 0 | 0 | 25,000 | 25,000 |
Page 5 of 5
THE JENNER TRUST (Registered Charity 1158316)
STATEMENT OF FINANCIAL ACTIVITIES AT 31 MARCH 2021
| Endowment Rest-d UnRest-d Total funds funds funds funds 2020/21 2020/21 2020/21 2020/21 £ £ £ £ |
Total funds 2019/20 £ |
|
|---|---|---|
| INCOMING RESOURCES Voluntary income Investment income Income from charitable activites TOTAL INCOMING RESOURCES RESOURCES EXPENDED Cost of generating funds Investment management costs Charitable activites Goveranance costs TOTAL RESOURCES EXPENDED NET RESOURCES EXPENDED BEFORE REVALUATIONS Gains/Losses on revaluations of investments NET MOVEMENTS IN FUNDS FOR THE YEAR Total funds at 01 APRIL 2020 (B/Fwd) TOTAL FUNDS AT 31 MARCH 2021 |
0.00 41,600.00 123,657.96 165,257.96 0.00 0.00 3,573.11 3,573.11 0.00 0.00 8,262.66 8,262.66 0.00 41,600.00 135,493.73 177,093.73 0.00 0.00 0.00 0.00 0.00 17,761.84 61,168.55 78,930.39 0.00 0.00 0.00 0.00 0.00 17,761.84 61,168.55 78,930.39 0.00 23,838.16 74,325.18 98,163.34 0.00 0.00 0.00 0.00 0 23,838 74,325 98,163 500,000 1,162 1,060,997 1,562,159 500,000 25,000 1,135,322 1,660,322 |
42,461 8,212 50,396 |
| 101,070 | ||
| 0 104,954 0 |
||
| 104,954 | ||
| -3,884 | ||
| 0 | ||
| -3,884 | ||
| 1,566,043 | ||
| 1,562,159 |