## **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
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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)**
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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.
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- (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.
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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.
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**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.
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## **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
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## 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**
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**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)**
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Date
2010112022
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January 2021
CHARITY COMMISSION
FOR ENGLAND ANO WALES
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**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**|