## **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public benefit of a museum library historical documents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.| |---|---|---| |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)** **1 of 4** ## **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)** **2 of 4** ## **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)** **3 of 4** ## **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| **4 of 4** **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 re5￿Ct of my ex8Minati￿ of the Trust's 8ccOUr￿ carried DUL l￿de[ section 145 of the 2011 Act 8nd in carrying out my exaM￿St10n. I have lollowed the applicable Direclion5 given by the Charrty Cornrnt55ion under section 14515)Ib) of the Act I havè COmp￿ted 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 rÈer*ds 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 IoAr￿r_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•Jar￿e f ex3miner5). Gr¢e here bripl deta15 ol any iteffls that the exam￿er ¥115￿5 to dis¢1¢5e.