## **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the public benefit of a museum library historical documents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. - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 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: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records 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. * _Please delete the words in the brackets if they do not apply._ ## **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**