Trustees’ Annual Report for the period
From Period start date 01/04/22 To Period end date 31/03/23
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 (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and endowment of The Chantry or other suitable property for the housing for the public benefit of a museum library historical documents papers objects and memorabilia associated with the life of Edward Jenner and as a Centre for the further charitable objects detailed in this clause 3 (Objects)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. |
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|---|---|---|
| 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 | The dedicated group of 15 volunteers continue to support the museum to provide front-on-house and house stewarding, together with garden maintenance, archive conservation and events. A recruitment drive is planned for 23/24 to bolster this volunteer base to give greater resilience during the open season. |
| 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. The open season for 22/23 has seen lower visitor numbers than was hoped for, this seems to be a consistent factor across the whole museum community. This has impacted the financial results, but it is hoped that with improved publicity visitor numbers will increase for 23/24. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The work of the grant funded Learning & Education Officer continues in developing and leading our educational activities. Educational visits to the museum have increased, as well as engaging with our educational materials off-site/remotely. Essential remedial works continue across the museum where funding allows. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising has again been hard in a challenging economic climate it has been slower than hoped. We have not met our fundraising 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 | The year ended 31/03/23 shows loss for the year of £35k which is disappointing. This is mainly due to reduced tickets sales, down 22% on the previous year and lower donations. Tight cost control during the year helped to mitigate some of this reduced income. The coming year also looks to be challenging financially but plans are in hand to review all income streams to further maximise there where possible.. |
| 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 reserves held | Para 1.22 | |
| 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 Para 1.23 None about the charity continuing as a going concern
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 .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 |
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 | ||
| Tim Wallington | The Jenner Trust | |||
| Lynda Knott | The Jenner Trust | |||
| Jon Finch | The Jenner Trust | |||
| Gabriella Swaffield | The Jenner Trust |
| 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Robin Markwell | The Jenner Trust | ||
|---|---|---|---|---|
| Lisa Day | The Jenner Trust | |||
| Martin Rees | 01/04/22 to 27/02/23 | 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 None safe custody and segregation of such assets from the charity’s own assets
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 |
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 | |
| 29/01/23 | ||
| 29/01/23 |
THE JENNER TRUST (Registered Charity 1158316)
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BALANCE SHEET AS AT 31 MARCH 2023
| Note | 2022/23 £ |
2021/22 | ||||
|---|---|---|---|---|---|---|
| £ | £ | £ | ||||
| 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 |
3,091 0 4,688 134,882 |
1,501,354 0 1,501,354 142,127 1,643,481 500,000 26,814 1,116,668 1,643,481 |
3,152 0 3,807 193,695 |
1,501,354 0 |
||
| 1,501,354 199,690 |
||||||
| 142,661 -533 |
200,654 -963 |
|||||
| 1,701,044 | ||||||
| 500,000 49,550 1,151,494 |
||||||
| 1,701,044 |
THE JENNER TRUST (Registered Charity 1158316)
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Income & expenditure account for the year ended 31/03/23
| Rest-d UnRest Total Total |
|
|---|---|
| funds Funds funds funds |
|
| 2022/23 2022/23 2022/23 2021/22 |
|
| INCOME £ £ £ £ |
|
| Donations 9,635 9,635 74,759 Grants 0 16,300 |
|
| Subtotal Voluntary Income 0 9,635 9,635 91,059 |
|
| Rental income 10,987 10,987 10,676 Bank interest 349 349 37 |
|
| Investment Income 0 11,336 11,336 10,713 |
|
| Sales and gate receipts 22,227 22,227 27,829 Conferences 441 441 291 Education workshops 1,096 1,096 285 Events 0 380 Other 570 570 0 |
|
| Income from Charitable Activites 0 24,334 24,334 28,785 |
|
| TOTAL INCOMING RESOURCES 0 45,305 45,305 130,556 |
|
| Rent & rates 1,458 1,458 598 Utilities 3,403 3,403 4,262 Repairs & maintenance 4,067 4,067 4,160 Insurance 3,552 3,552 2,851 Telephone 864 864 808 Conference costs 333 333 144 Stock items & sundry expenses 1,705 1,705 2,724 Education programme costs 46 46 17 Specified donations costs 0 0 0 Advertising & marketing 3,920 3,920 3,293 Wages & salaries 41,319 41,319 46,760 Bank charges & interest 1,064 1,064 852 Subscriptions & memberships, service contracts 4,401 4,401 5,617 Travel expenses & internal catering. Training 492 492 26 Printing, postage, stationery, office equipment 2,155 2,155 2,079 Grant expenditure 11,405 11,405 15,450 |
|
| TOTAL RESOURCES EXPENDED 0 80,184 80,184 89,641 |
|
| NET RESOURCES EXPENDED BEFORE REVALUATIONS 0 -34,879 -34,879 40,916 |
|
| Gains/Losses on revaluations of investments 0 0 |
|
| NET MOVEMENTS IN FUNDS FOR THE YEAR 0 -34,879 -34,879 40,916 |
THE JENNER TRUST (Registered Charity 1158316)
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Fixed Assets Analysis at 31/03/23
| TANGIBLE FIXED ASSETS | Freehold | Fixtures |
Exhibtions | Total |
|---|---|---|---|---|
| Property | & Fittings |
|||
| £ | £ |
£ | £ | |
| COST | ||||
| At 01/04/22 | 1,500,000 | 23,278 |
27,754 | 1,551,032 |
| Additions | 0 | 0 | ||
| Disposals | 0 | |||
| At 31/03/22 | 1,500,000 | 23,278 |
27,754 | 1,551,032 |
| DEPRECIATION | ||||
| At 01/04/22 | 21,924 | 27,754 | 49,678 | |
| Charge for theyear | 0 | 0 | ||
| At 31/03/22 | 0 | 21,924 |
27,754 | 49,678 |
| NET BOOK VALUE | ||||
| At 31/03/23 | 1,500,000 | 1,354 |
0 | 1,501,354 |
| At 31/03/22 | 1,500,000 | 1,354 |
0 | 1,501,354 |
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THE JENNER TRUST (Registered Charity 1158316)
Restricted Funds Analysis at 31 March 2023
| Charles Skey STEM Total |
|
|---|---|
| Trust Funding |
|
| £ £ £ |
|
| Opening Balance at 1 April 2022 9,550 40,000 49,550 Income 2022/23 0 |
|
| Subtotal 9,550 40,000 49,550 |
|
| Expediture- Charged in Year Salaries 13,186 13,186 Lottery Bid Support 9,550 9,550 |
|
| 9,550 13,186 22,736 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Sèction A IndèpÈndént ExaminÈr's Rèport Report to the tru5tees1 members of The Jenner Trust On a¢couDts for the year ended 31103123 Charity no lif any) 1158316 Set out Orb pages 1 to 4 aitsched to this I report to the trustees on my examinobon of the aceounts of the abovè ch•rity Ilhe Twst.) fo thé year ended 3110312023. Responsibililies and A5 1he cb8rity trustees of the Tru51. you are re5POn5ible for the preparabon basi5 of Teport of the •ccounts in occordance wilh the requirements cl the Choribes Act 2011 1.the Acr}. I report in re5Ct of my ex8Minati of the Trust's 8ccOUr carried DUL lde[ section 145 of the 2011 Act 8nd in carrying out my exaMSt10n. I have lollowed the applicable Direclion5 given by the Charrty Cornrnt55ion under section 14515)Ib) of the Act I havè COmpted my examins1son I confimi that no material m8tters have come to my attention (other th8n th8t disclosed below-) in connecb.on wrth e ex8min4tion whickn 9ives me couse to believe th•t in. 8ny materi•l re5pe¢t.' 8ccounimg records were not kept in Bccordance with section 130 of the Acl or the aecounts do not accord with thè aceounb.no rÈerds Independent examiners statement I h8ve no concems 8Trd h8v* come •cr055 no other m•tters in connection with the examin8bon to which attention should be drawn IoArr_Lq enable proper undef5t$ndin9 of the o¢wunts to be re8¢hed. - Please dejete the words the brackets rfthey do not apply. Signed: Oate= 1Y1 (IQ3 Name: Katie E1ti8beth Johnson Relèvanl wofèssiohal qualificationlsl of body {rf any1= nla Addres5: O Orch8rd Cknse. l¥j PSngs Stanley. G105. GL10 3QA
Sèction B Oi5cIosu anly cornFleie rf the exarr_-.cr neriv3 tc high4.".I m3tsr3 of con... {see =C32. IndeFendert examnabon of charity 3c¢ount5". dweuions and gu•Jare f ex3miner5). Gr¢e here bripl deta15 ol any iteffls that the examer ¥1155 to dis¢1¢5e.