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← The Jenner Trust

2025-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2024 Period start date 31/03/2025 Period end date

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a museum library historical documents papers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		 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:-
services identified in the
accounts.		 •
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.
1.4 To create a vision for our next 5 years,
2025-2030 which is compelling and celebrates
our global status as the home of vaccination

Activity 2: To enhance levels of selfgenerated 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 of prioritised areas, loans, cataloguing, handling and rationalisation 5.2 Deliver deep clean of 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 museums’ 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 Our 24/25 recruitment drive has successfully
increased our volunteer numbers which
continue to increase.
The dedicated group of 35 volunteers continue
to support the museum to provide front-on-
house and house stewarding, together with
garden maintenance, archive conservation 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.
24/25 has been a very successful year as our
new team and Trustees have become
established. The open season in 2024 saw a
slight increase in visitor numbers but less 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 25/26
We completed our objective to shift our
emphasis, using the arts as a medium to
communicate science. In the autumn we
installed our bequest of fine furniture, paintings
and domestic items into our downstairs rooms
to recreate the homely atmosphere of a country
doctor’s life in the late 1700s which has been
well received.
The Cotswold Sculpture Association was
inspired by Dr Jenner’s experiments and
created 20 sculpture to highlight aspects of
vaccination which will be on display in the
garden throughout the summer of 2025.
A professional playwright has written a play
“Pox” which we plan to have as a summer
event in 2025
We have rekindled our relationship with the
Berkeley community and now hold regular
Yoga, fitness and arts sessions in the
conference room.
The Berkeley Harriers held “The Jenner Jog” a
10k run from Dr Jenner’s Hosue with over 100
runners, an event which will now be held
annually.
We have applied for a £220k National Lottery
Heritage Fund grant to start the restoration of
the site and our application for UNESCO World
Heritage Status has been submitted.

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.
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. A legacy of £15k and
anonymous donation of £25k have been
gratefully received.
Investment performance
against objectives		 Para 1.41 The Trust does not make investments aside
from having interest bearing deposit accounts.
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The year ended 31/03/25 shows significant
financial improvement reducing our annual loss
to £6473. Ticket sales are slightly increased,
but the cost of staff wages and essential repairs
account for most of the overspend.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The Trust’s reserve policy is to hold
approximately 3 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 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 Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

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 (if any)
Jonathan Steel Chairman The Jenner Trust
Carl Jenner Treasurer The Jenner Trust
Tim Wallington The Jenner Trust
Fergus Conolly The Jenner Trust
Dan Bird Resigned 1stJan 2025 The Jenner Trust
Cate Statham The Jenner Trust
Isobel Milne The Jenner Trust
Dianne Budden Appointed March 2025 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 None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 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)

Type of
adviser
Name
Address		 Type of
adviser
Name
Address		 Type of
adviser
Name
Address
None
Name of chief executive or names of senior staff members (Optional information)

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) Signature(s)
Full name(s) Full name(s)Dr Jonathan Steel Carl Jenner
Position (eg Secretary, Chairman Treasurer
Chair, etc)
Datexxxxxxx
~~fF~~

The Jenner Trust

Annual Accounts for the period 01/04/24 to 31/03/25

Page 1 of 4

THE JENNER TRUST (Registered Charity 1158316)

BALANCE SHEET AS AT 31 MARCH 2025

----- Start of picture text -----
Note 2024/25 2023/24
£ £ £ £
FIXED ASSETS
Land, buildings & equiment 1,501,354 1,501,354
Collection furniture & contents 222,100 0
1,723,454 1,501,354
CURRENT ASSETS
Stocks 3,137 3,152
Prepayments 0 0
Debtors 1,504 6,464
Cash at bank 80,986 84,167
85,627 93,783
CREDITORS
Amounts falling due within one year -4,937 -163
NET CURRENT ASSETS 80,690 93,619
NET ASSETS 1,804,144 1,594,973
CHARITY FUNDS
Restricted funds 8,442 11,799
Un-Restricted funds 80,986 84,167
Heritage Assets (See Note 1) 1,714,717 1,499,008
1,804,144 1,594,973
----- End of picture text -----

Note 1 : The balance of Heritage Assets are mainly represented by the land and buildings of the trust.

THE JENNER TRUST (Registered Charity 1158316)

Page 2 of 4

Income & expenditure account for the year ended 31/03/25

Restricted Un-restricted Total Total
Funds Funds Funds Funds
2024/25 2024/25 2024/25 2023/24
INCOME £ £ £ £
Donations 0 43,326 43,326 4,345
Grants 4,967 0 4,967 0
Subtotal Voluntary Income 4,967 43,326 48,292 4,345
Rental income 0 13,892 13,892 13,817
Bank interest 0 1,407 1,407 1,158
Investment Income 0 15,299 15,299 14,975
Sales and gate receipts 0 28,284 28,284 25,019
Conferences 0 420 420 420
Education workshops 0 10,342 10,342 7,789
Events 0 409 409 483
Other 0 0 0 0
Income from Charitable Activites 0 39,454 39,454 33,712
TOTAL INCOMING RESOURCES 4,967 98,079 103,046 53,032
Rent & rates 0 161 161 25
Utilities 0 15,017 15,017 4,392
Repairs & maintenance 0 4,931 4,931 12,999
Insurance 0 3,883 3,883 3,786
Telephone 0 1,064 1,064 1,346
Conference costs 0 115 115 0
Stock items & sundry expenses 0 4,195 4,195 2,321
Education programme costs 0 0 0 155
Specified donations costs 0 0 0 684
Advertising & marketing 0 2,263 2,263 396
Wages & salaries 8,324 60,433 68,757 66,523
Bank charges & interest 0 839 839 1,245
Subscriptions & memberships, service contracts 0 5,296 5,296 4,364
Travel expenses & internal catering. training 0 1,209 1,209 1,143
Printing, postage, stationery, office equipment 0 2,411 2,411 2,550
Consultancy costs 0 920 920 0
Exbibition costs 0 4,021 4,021 0
Grant expenditure 0 0 0 0
TOTAL RESOURCES EXPENDED 8,324 106,758 115,082 101,931
NET RESOURCES EXPENDED BEFORE REVALUATIONS -3,357 -8,679 -12,036 -48,899
Gains/Losses on revaluations of investments 0 0 0
NET MOVEMENTS IN FUNDS FOR THE YEAR -3,357 -8,679 -12,036 -48,899

Page 3 of 4

Fixed Assets Analysis at 31/03/25

----- Start of picture text -----
TANGIBLE FIXED ASSETS Freehold Collection Fixtures Exhibtions Total
Property Furniture & Fittings
£ £ £ £ £
COST
At 01/04/24 1,500,000 0 23,278 27,754 1,551,032
Additions 222,100 0 222,100
Disposals 0
At 31/03/25 1,500,000 222,100 23,278 27,754 1,773,132
DEPRECIATION
At 01/04/24 0 0 21,924 27,754 49,678
Charge for the year 0
At 31/03/25 0 0 21,924 27,754 49,678
NET BOOK VALUE
At 31/03/25 1,500,000 222,100 1,354 0 1,723,454
At 31/03/24 1,500,000 0 1,354 0 1,501,354
----- End of picture text -----

THE JENNER TRUST (Registered Charity 1158316)

Page 4 of 4

Restricted Funds Analysis at 31 March 2025

GEM Art Royal Society STEM Total
Scholars Outreach Project Funding
£ £ £ £
Opening Balance at 1 April 2024 0 0 11,799 11,799
Income 2023/24 1466.66 3500 4,967
Subtotal 1,467 3,500 11,799 16,765
Expediture- Charged in Year
Salaries 0 0 8,324 8,324
Other 0 0 0 0
0 0 8,324 8,324
Closing Balance 31 March 2025 1,467 3,500 3,475 8,442

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Repcrt to the trusteesj members of The Jenner Trust On accounts for the year efKled 3110￿5 Charity no (if any) 11S8316 Set out on page8 1 to 4 attached to this rewl I report to the trl￿IeeS on My examinats.on of Ihe acc(wnts of the above charty (￿e Trusl,) the year ended 30106r24. Regponsibilitie8 and A$ Ihe charity trustees of the Trust, you a￿ responsftk for the preparation basis of rEport of the accounts in accordance with the requirements of the Cthaiiknes Act 2011 (Xhe Acr). I report in respect of rny exarninalion of Ihe Trusvs accounts th¥ried (xrt urmler secb.on 145 of the 2011 Act and in carryiThJ out my examinalbon, I have folkAved Ihe ap￿icaNe Directions given by the Chanty C(xmMss•on under secb.on 14515)Ib) of the Acl. I have compleled my exJThnation. I confrni that no material mattets have come lo my attention (other than that disclosed below ') in connectim with the exarrinatsn vthich gives Me cause to Ixlieve that in, any matwi resped.. act￿nti￿j records were nol kept in accordar￿e vath section 130 of the Acl or the accwnts do nol accord with the aCcO￿ti￿j records Independent examiners statement I have no corbcern5 arbd have corne across no other matter3 in conrbecli Vjith the examinats'on to wtm'ch attention shiwkl be drawn in order lo enalAe a proper understanding of the accounts to be reached. ' Please delete the words in the brackets rfthey do not wty. 17112125 Name: Katie Ekabeth Johns( Relevant pn)fessional qualificatio￿$) or body Irf anv): r￿a A(klre88: 6 Orchard Close. King5 Stanley. Glos. GL10 3QA IER Oclot*r 2018

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 31/03/25 Charity no 1158316 ended (if any) Set out on pages 1 to 4 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 30/06/24.

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 examiner's statement

I have completed my examination. I confirm that no material matters have 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: Date: ~~PT [~~ Name: Relevant professional qualification(s) or body (if any): Address:

1

October 2018

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

2

October 2018

IER