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2022-03-31-accounts

Trustees’ Annual Report for the period

From Period start date 01/04/21 To Period end date 31/03/22

Charity name: The Jenner Trust

Charity registration number: 1158316

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 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:
(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.
(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the public benefit of a museum library historical documents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
(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.
Summary of the main activities
in relation to those purposes for
the public benefit, in particular,
the activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 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, events 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.
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.
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.
Statement confirming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
benefit		 Para 1.18 Yes - trustees have had regard to the to the guidance
issued by the Charity Commission on public benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP
reference
Policy on grant making Para 1.38 The Jenner Trust does not make grants
Policy on social investment
including program related
investment		 Para 1.38 N/A
Contribution made by
volunteers		 Para 1.38 Despite a depleted volunteer base following Covid-era
restrictions, we have a strong core of 16 volunteers who
provide support to front-of-house and house stewarding,
garden maintenance, archives and events.
Other

Achievements and Performance

SORP
reference
Summary of the main achievements
of the charity, identifying the
difference the charity’s work has
made to the circumstances of its
beneficiaries and any wider benefits
to society as a whole.		 Para 1.20 The Jenner Trust continues to share the story of Dr
Edward Jenner, the place where he lived and
developed his amazing discoveries and to promote
the legacy of his works.
We have successfully returned to a usual open
season for the public to visit the museum, retained
our staff and stabilised our financial situation.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives
set		 Para 1.41 We have secured funding for, and recruited, a
dedicated Learning & Education Officer to develop
and lead our educational activities and increase
educational visits to the museum, as well as
engaging with our educational materials off-
site/remotely.
We have developed a full fundraising strategy for the
museum and have begun the process of applying for
significant grant funds to bring a refurbishment and
rejuvenation of the site about.
We have carried out an updated Condition Survey of
the buildings and site, along with a costed repair
plan.
Performance of fundraising activities
against objectives set		 Para 1.41 Fundraising is progressing steadily, albeit slower
than hoped. We have not met our targets for this
financial year.
Investment performance against
objectives		 Para 1.41 The Trust does not make investments aside from
having interest bearing deposit accounts.
Other

Financial Review

Review of the charity’s financial
position at the end of the period		 Para 1.21 We have continued to maintain 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 budget-
management, fundraising, alongside clearer targets
and goals for income generation.
We invested in fundraising / funding bid expertise
to support a NLF bid to make major improvements
to the museum to ensure its longtern sustainability.
Statement explaining the policy for
holding reserves stating why they are
held		 Para 1.22 The Trust’s reserves policy is to hold approximately
six months unrestricted expenditure.
Amount of reservesheld Para1.22
Reasons for holding zero reserves Para 1.22 N/A
Details of fund materially in deficit Para 1.24 N/A
Explanation of any uncertainties
about the charity continuing as a
going concern		 Para 1.23 None

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of
funds (including any fundraising)		 Para 1.47 The main source of income is from tickets sales from
opening the museum to the general public and
groups. This is supplemented by rental income from
a flat within the museum and car parking spaces. In
addition to this the museum benefits from donations
from supporters.
Investment policy and objectives
including any social investment policy
adopted		 Para 1.46 Any museum funds are kept in interest bearing
deposit accounts, no other investment activity takes
place.
A description of the principal risks
facing the charity		 Para 1.46 Ticket income is lower than planned and donations
from supporters do not materialise. Risk of a major
building repair could cause strain of the museum
financial reserves if significant.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution
How is the charity constituted?
(e.g unincorporated association, CIO)		 Para 1.25 CIO
Trustee selection methods including
details of any constitutional provisions
e.g. election to post or name of any
person or body entitled to appoint one
or more trustees		 Para 1.25 Appointed by The Jenner Trust Board at a full
meeting which are held every three months

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for
the induction and training of trustees		 Para 1.51 N/A
The charity’s organisational structure
and any wider network with which the
charity works		 Para 1.51 N/A
Relationship with any related parties Para 1.51 N/A
Other N/A

Reference and Administrative details

Charity name The Jenner Trust
Other name the charity uses None
Registered charity number 1158316
Charity’s principal address The Chantry
Church Lane
Berkeley
GL13 9BN

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for
whole year		 Name of person
(or body) entitled
to appoint
trustee (ifany)
Cate Statham Chairperson The Jenner Trust
Carl Jenner Treasurer The Jenner Trust
Lisa Day Secretary From 01/09/22 The Jenner Trust
Lynda Knott The Jenner Trust
Jon Finch The Jenner Trust
Gabriella Swaffield The Jenner Trust
Robin Markwell The Jenner Trust
Richard Martin Rees The Jenner Trust
Tim Wallington The Jenner Trust

– Corporate trustees names of the directors at the date the report was approved

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole
year
None

Funds held as custodian trustees on behalf of others

Description of the assets held
in this capacity		 None
Name and objects of the charity
on whose behalf the assets are
held and how this falls within
the custodian charity’s objects		 None
Details of arrangements for
safe custody and segregation
of such assets from the
charity’s own assets		 None

Additional information (optional)

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
None

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

Exemptions from disclosure

Reason for non-disclosure of key personnel details N/A

Other optional information

None

Declarations

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		 C Statham Carl Jenner
Catherine Statham Carl Jenner

Chair		 Treasurer
14.02.2023
14.02.2023

THE JENNER TRUST (Registered Charity 1158316)

Page 1 of 5

BALANCE SHEET AS AT 31 MARCH 2022

Note 2021/22
£
£		 2020/21
£
£		 2020/21
£
£
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
3,152
0
3,807
193,695
200,654
-963
199,690
1,701,044
500,000
49,550
1,151,494
1,701,044		 1,501,354
0
1,501,354
3,407
0
2,716
153,755
159,878
-1,104
158,775
1,660,129
500,000
25,000
1,135,129
1,660,129		 1,501,354
0
1,660,129
500,000
25,000
1,135,129
1,660,129

THE JENNER TRUST (Registered Charity 1158316)

Page 2 of 5

Income & expenditure account for the year ended 31/03/22

INCOME
Ref		 Rest-d
UnRest-d
Total
funds
funds
funds
2021/22
2021/22
2021/22
£
£
£		 Total
funds
2020/21
£
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		 40,000
34,759
74,759
16,300
16,300		 123,658
41,600
40,000
51,059
91,059		 165,258
10,676
10,676
0
37
37		 3,452
0
121
0
10,713
10,713		 3,573
27,829
27,829
291
291
0
285
285
0
380
380
0		 6,019
150
334
0
0
0
1,760
0
28,785
28,785		 8,263
40,000
90,556
130,556		 177,094
0
0
0		 0
0
0
0		 0
598
598
4,262
4,262
4,160
4,160
2,851
2,851
0
808
808
144
144
2,724
2,724
17
17
0
3,293
3,293
46,760
46,760
852
852
5,617
5,617
26
26
2,079
2,079
0
15,450
15,450		 1,257
2,201
12,826
2,644
0
746
0
251
0
0
419
35,662
645
4,232
0
479
0
17,762
15,450
74,191
89,641		 79,123
0
0
0		 0
0
0
0
0
0		 0
15,450
74,191
89,641
24,550
16,366
40,916
0
24,550
16,366
40,916
79,123
97,970
0
97,970

THE JENNER TRUST (Registered Charity 1158316)

Page 3 of 5

Fixed Assets Analysis at 31/03/22

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 2022

Charles Skey STEM Total
Trust Funding
£ £ £
Opening Balance at 1 April 2021 25,000 0 25,000
Income 2021/22 0 40,000 40,000
0
Subtotal 25,000 40,000 65,000
Expediture- Charged in Year
Salaries 0
Other / Equipment 15,450 0 15,450
15,450 0 15,450
Closing Balance 31 March 2022 9,550 40,000 49,550

Page 5 of 5

THE JENNER TRUST (Registered Charity 1158316)

STATEMENT OF FINANCIAL ACTIVITIES AT 31 MARCH 2022

Endowment
Rest-d
UnRest-d
Total
funds
funds
funds
funds
2021/22
2021/22
2021/22
2021/22
£
£
£
£		 Total
funds
2020/21
£
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 2022		 0
40,000
51,059
91,059
0
0
10,713
10,713
0
0
28,785
28,785
0
40,000
90,556
130,556
0
0
0
0
0
15,450
74,191
89,641
0
0
0
0
0
15,450
74,191
89,641
0.00
24,550.00
16,365.59
40,915.59
0.00
0.00
0.00
0.00
0
24,550
16,366
40,916
500,000
25,000
1,135,129
1,660,129
500,000
49,550
1,151,494
1,701,044		 165,258
3,573
8,263
177,094
0
79,124
0
79,124
97,970
0
97,970
1,562,159
1,660,129

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

The Jenner Trust

On accounts for the year 31/03/22 Charity no 1158316 ended (if any) Set out on pages 1 to 5 attached to this report

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2022.

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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: KE Johnson

Date: 11/01/23

Name: Katie Elizabeth Johnson Relevant professional n/a qualification(s) or body (if any):

Address: 6 Orchard Close, Middleyard, Kings Stanley, Glos, GL10 3QA

October 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight 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 .

n/a

October 2018

2

IER