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2025-03-31-accounts

GLENSIDE HOSPITAL MUSEUM

email: glenside_museum@hotmail.com web: www.glensidemuseum.org.uk Twitter: Glenside_museum

Trustees' Report and

Financial Statements for the year to 31[st] March 2025

Glenside Hospital Museum U.W.E. Glenside Campus Blackberry Hill Bristol BS16 1DD

Registered Charity No: 1170808

Glenside Hospital Museum CIO Charity No [E&W]: 1170808 Learning is the core purpose of our organisation. We are an educational community resource and we work to change negative attitudes and prejudice about mental illness by speaking out. Silence is the cause of stigma

GLENSIDE HOSPITAL MUSEUM C.I.O.

Trustees' Annual Report for the year to 31[st] March 2025

CONTENTS

Page

  1. Reference and Administrative Information

  2. Structure, Governance and Management

  3. Objects and Activities

  4. Achievements and Performance

  5. Statement of Responsibilities of Trustees

  6. Accountant's Report

  7. Statement of Financial Activities

  8. Balance Sheet

  9. Notes to the Accounts

Reference and Administrative Information

Charity name: Glenside Hospital Museum Charity registration number: 1170808 Registered Office and Operational Address: Glenside Hospital Museum, UWE Glenside Campus, Blackberry Hill, Bristol BS16 1DD

Trustees 2024-25

Anwyl Cooper-Willis (chair) Anna Louise Bryant Claire Charlton Gwyn Birt John Pimm

Structure, Governance and Management

The Glenside Hospital Museum CIO is a Charitable Incorporated Organisation registered with the Charity Commissioners on 16[th] December 2016 (no. 1170808). Its principal office is at Glenside Hospital Museum, UWE Glenside Campus, Stapleton, Bristol BS16 1DD. The governing document is the Constitution dated 8 December 2016 as amended on 17[th] January 2023. The foundation trustees were Peter Carpenter, Brian Kington and John Pimm.

The CIO was created in order to continue the operations of the Friends of Glenside Museum (Charity number 1042422 ) under a more robust legal format. It has been recognised by the Charity Commissioners and HMRC as a continuation of the Friends

2

GLENSIDE HOSPITAL MUSEUM C.I.O.

Charity. The transfer of assets to the CIO occurred on 27[th] August 2024, the old charity has been wound up, and its income and expenditure since 31[st] March 2024 has been included in the accounts below.

The trustees are assisted in the operation of the charity by the Management Committee, which manages the day to day operation of the Museum for both charities, and by the volunteers. Our thanks go to the many volunteers who give their time to the museum.

Reserves Policy

To provide for any unexpected drop in income, the charity maintains a reserve fund of £7,000. It is anticipated that this money will be needed to support the Museums’ future plans and trustees have agreed to use it for this purpose.

Objects and Activities

Charitable Objects

To advance education of the public on topics including the history and development of mental health care and treatment, personal mental health and wellbeing, learning disabilities and the First World War by running and maintaining a museum for the benefit of the public.

Public Benefit

We aim to provide information on hospital care, mental illness and learning difficulties by using our collections from the Bristol Lunatic Asylum (1861-1994) and the Stoke Park Colony of Hospitals for people with learning disabilities (1909 - 2000). The museum’s collection is conserved and developed to provide a stimulating educational environment and give an insight into the help and care needed for people experiencing mental health problems.

Learning is the core purpose of our organisation, which is an educational community resource. We are determined to change negative attitudes and prejudice about mental illness and to speak out, as silence is the cause of stigma. The museum supports people's understanding of mental illness and incapacity through the history of mental health care.

The Trustees have read and had regard to the Charity Commission’s guidance on public benefit.

Achievements and Performance

Glenside Hospital Museum is staffed by volunteers and is open to the public on Wednesday mornings, all day Saturday every week, and at other times by appointment. We provide a Museum showcasing our heritage collection covering mental health and learning disabilities, as well as a military 1st World War orthopaedic hospital. We use the collection to give information on and opportunities to discuss health care, particularly focusing on the brain and mental fitness. During the year GHM welcomed 2859 visitors, including 417 who attended booked events for young people in education.

GLENSIDE HOSPITAL MUSEUM C.I.O.

In addition to welcoming visitors, we provide training, skills development, and work experience for our community of about 40-70 volunteers. Some of our volunteers have lived experience of mental illness themselves or in their family. Others have worked in psychiatric or physical care, and/or have an interest in museums/hospital care and are looking for work experience. We have mentored 15 student placements who have researched and delivered interesting projects, and also two students doing the Duke of Edinburgh Award. All join our team to help fulfil our aim of providing visitors and volunteers with a quality and positive experience.

Our £5 entry fee has brought in about £6,000, a material help to finances. This year we received small grants from Museum Development South West (£1000), help for the museum to hold creative workshops, and the Royal Society (£2000) as well as £48,000 for our PoW! Initiative from the National Lottery Heritage Fund, of which £24,450 was paid during 2024-25. This large grant was awarded to help raise the profile of the museum through community engagement and sponsorship, also to help us consider how to grow our income in order to ensure our viability in the event of our having to leave the Glenside site. It has enabled us to take on consultants to seek sponsorship and to widen our offer to the community, as well as growing our online presence through social media and participation in the worldwide Bloomberg Connects App for places of cultural significance.

Our major exhibition ‘Answering the Call’, formally opened in June 2024 with a wellattended party for the interviewees and their families and other supporters of the museum. This exhibition about psychiatric nurses who came from the Commonwealth to train in and staff the NHS has been very successful and well received. A major coup for the museum was a visit from HRH the Princess Royal, in February 2025, to celebrate the 40th anniversary of the museum and to see a re-display of our Industrial Therapy Organisation collection. The exhibition includes details and photographs of HRH’s visit in 1968 and 1988 to Glenside Hospital. The research was done by Po Tin Wong, a placement student from the University of Leicester.

We have embarked on a Collections Rationalisation project, for which we received grants last year, to ensure we disposed of items correctly and legally. This has led to some key discoveries of exciting items which had been boxed up for years, as well as finding lots of items which were surplus or irrelevant to the Museum’s mission. We were able to hold an auction event, disposing of those objects that did not find Museums who wanted them. Much fun was had by all. Thanks to our excellent auctioneer, over £2,000 was raised and space in our storeroom freed.

As always, we must thank all our wonderful volunteers for making GHM the success that it has been and is becoming. As well as all the many supporters who provided donations.

4

GLENSIDE HOSPITAL MUSEUM C.I.O.

Statement of Responsibilities of the Trustees

Trustees are required to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and the incoming resources and application of resources, including the net income or expenditure, of the charitable company for the year. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 2011 and the applicable Charities (Accounts and Reports) Regulations.

The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are members of the charity but this entitles them only to voting rights. The trustees have no beneficial interest in the charity.

Approved by the trustees on 18[th] June 2025 and signed on their behalf by:

………………………………………………………… Anwyl Cooper-Willis, Trustee A (oopar titles Collposie ………………………………………………………… Claire Charlton, Trustee

5

GLENSIDE HOSPITAL MUSEUM C.I.O.

Accountant's report to the trustees of Glenside Hospital Museum CIO

I report on the accounts of the Charitable Incorporated Organisation for the year to 31[st] March 2025 which are set out on pages 7 to 13.

Responsibilities and basis of report

As the trustees of the Charity, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all 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 in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records;

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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

………………................................................................................. 20[th] June 2025

Rupert Taylor 5 Mount Pleasant Millbrook Torpoint Cornwall PL10 1BH

6

Glenside Hospital Museum CIO Statement of Financial Activities Year to 31st March 2025

Year to 31st March 2025
Restricted Unrestricted Total Total
funds funds funds funds
Note 2025 2025 2025 2024
[see Note 11]
£ £ £ £
Income:
Donations [2] - 10,140 10,140 5,972
Charitable activities [3] 31,930 3,612 35,542 14,940
Investments - 293 293 139
--------------- --------------- --------------- ---------------
Total Income 31,930 14,044 45,974 21,050
Expenditure:
Charitable activities [4] 17,636 5,745 23,381 29,427
--------------- --------------- --------------- ---------------
Total Expenditure 17,636 5,745 23,381 29,427
--------------- --------------- --------------- ---------------
Net Income / (Expenditure) 14,294 8,300 22,593 (8,377)
Transfers between funds - - - -
--------------- --------------- --------------- ---------------
Net Movement in Funds [10] 14,294 8,300 22,593 (8,377)
Total funds brought forward - 13,349 13,349 21,726
--------------- --------------- --------------- ---------------
Total funds carried forward 14,294 21,649 35,943 13,349

[7]

Glenside Hospital Museum CIO Balance Sheet

As at 31st March 2025 Registered charity no: 1170808

2025 2024
Note £ £
Fixed Assets [5] 152 203
Current Assets
Cash at bank and on hand 34,565 11,734
Debtors and prepayments 1,743 1,693
--------------- ---------------
36,309 13,426
Current Liabilities
Creditors and accruals [7] 518 280
--------------- ---------------
Total Current Liabilities 518 280
--------------- ---------------
Net Current Assets 35,791 13,146
--------------- ---------------
Net Assets 35,943 13,349
Statement of funds
Unrestricted funds:
Designated funds [10] 7,000 7,000
General funds [10] 14,649 6,349
Restricted funds [10] 14,294 -
--------------- ---------------
35,943 13,349

Approved by the trustees on 18th June 2025 and signed on their behalf by:

........................................... A (eoparttitles Anwyl Cooper-Willis

........................................... Cipotled Claire Charlton

[8]

Glenside Hospital Museum CIO Notes to the Accounts Year to 31st March 2025

[1] Principal Accounting Policies

The principal accounting policies adopted in the preparation of the financial statements are set out below.

(a) Basis of preparation

The financial statements have been prepared in accordance with the Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015), as amended by Update Bulletin 1 issued on 2nd February 2016, and the Charities Act 2011.

Glenside Hospital Museum meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

The CIO was established to take over the operations of the previous unincorporated association which ceased operating on 27th August 2024. This has been accounted for as a merger in line with the SORP (para. 27.12), on the grounds that the CIO serves the same beneficiaries, that its charitable purposes are identical to those of the old charity, that the funds are applied for the same purposes, and that the trustee body is not significantly changed. For analysis of respective charities' funds, see Note 12. (b) Preparation of the accounts on a going concern basis The charity's balance sheet at 31st March 2025 is in surplus, and the charity has no ongoing contractual obligations such as staffing or premises costs. All expenditure is limited to funding already available. Therefore the trustees are satisfied that the charity is a going concern on an ongoing basis. (c) Income Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the items of income have been met, it is probable that the income will be received and the amount can be measured reliably. Income from grants is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred. Income received in advance of activities is deferred until the criteria for income recognition have been met. (d) Donated services and facilities Donated professional services and facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity is probable and that economic benefit can be measured reliably. There were no such donations during the year in question. In accordance with the Charities SORP (FRS 102), the general volunteer time of trustees and volunteers is not recognised with any monetary value. (e) Interest receivable Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank. (f) Fund Accounting [i] Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. [ii] Designated funds are unrestricted funds set aside by the Management Committee for particular purposes. [iii] Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal. (g) Expenditure Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. As the charity is not registered for VAT, all VAT on expenditure is charged as a cost against the activity for which the expenditure was incurred. Expenditure is classified under the following activity headings: [i] Costs of raising funds comprise the costs associated with attracting voluntary income and the costs of trading for fundraising purposes. There were no such costs during the year in question. [ii] Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities, and those costs of an indirect nature necessary to support them.

[iii] Other expenditure represents those items not falling into any other heading. There were no such costs during the year in question.

[9]

Glenside Hospital Museum CIO Notes to the Accounts (continued) Year to 31st March 2025

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. These include office costs, finance, personnel, payroll and governance costs which support the charity's charitable activities.

(i) Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or Section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. (j) Fixed Assets Tangible fixed assets are written off over the expected useful life of the asset, at 25% per annum on the reducing balance method. Individual items costing less than £500 are not treated as fixed assets.

(k) Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. (l) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the account.

(m) Creditors

Creditors are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors are normally recognised at their settlement amount after allowing for any trade discounts due.

[2]
[3]
Income from donations
2025
2025
2025
Restricted
Unrestricted
Total
£
£
£
Individual donations
-
5,978
5,978
Gift Aid
-
1,508
1,508
Fundraising event
-
2,654
2,654
---------------
---------------
---------------
-
10,140
10,140
Income from charitable activities
2025
2025
2025
Restricted
Unrestricted
Total
£
£
£
Grants
31,930
-
31,930
Sales
-
1,627
1,627
Events income
-
1,985
1,985
---------------
---------------
---------------
31,930
3,612
35,542
2024
2024
2024
Restricted
Unrestricted
Total
£
£
£
-
5,651
5,651
-
321
321
-
-
-
---------------
---------------
---------------
-
5,972
5,972
2025
2025
2025
Restricted
Unrestricted
Total
£
£
£
11,760
-
11,760
-
1,003
1,003
-
2,177
2,177
---------------
---------------
---------------
11,760
3,180
14,940

The charity received government grants totalling £3,980 during the period in question (2024 nil), from WECA and Bristol City Council, to fund the museum's activities.

[4] Analysis of expenditure on charitable activities

Total Total
2025 2024
Direct costs: £ £
Professional fees 18,657 22,322
Exhibition and event costs 1,897 2,973
Advertising and publicity 4 1,801
Travel 60 -
--------------- ---------------
Total direct costs: 20,617 27,096

[10]

Glenside Hospital Museum CIO Notes to the Accounts (continued) Year to 31st March 2025

[4] Analysis of expenditure on charitable activities (continued)

Support costs:
Rent 240 -
Postage, stationery and IT 310 41
Refreshments 423 359
Insurance 815 776
Membership 157 222
Repairs and maintenance 46 344
Accountancy 546 280
Publications 35 309
Training 45 -
Bank charges 96 -
Depreciation 51 -
--------------- ---------------
Total Support Costs 2,764 2,330
--------------- ---------------
Total Expenditure 23,381 29,427

As the charity only undertook one area of activity during the period, support costs have not been apportioned.

[5]
[6]
[7]
Tangible Fixed Assets
2025
Equipment
Cost
£
Opening balance
203
Additions during the year
-
---------------
203
Depreciation
Opening balance
-
Charge for the year
51
---------------
51
---------------
Net Book Value at 31/03/25:
152
Net Book Value at 31/03/24:
203
Debtors and prepayments
2025
2024
£
£
Trade debtors
124
321
Gift Aid due
1,619
112
Grant due
-
1,260
---------------
---------------
1,743
1,693
Creditors
2025
2024
Amounts due within 12 months:
£
£
Accruals
518
280
---------------
---------------
518
280

[9] Staffing

The charity employed no staff during the year (2024 nil).

[11]

Glenside Hospital Museum CIO Notes to the Accounts (continued) Year to 31st March 2025

[10] Movements in funds
Balance at
Transfers
Balance at
01/04/2024
Income
Expenditure
between
31/03/2025
funds
Restricted Funds:
Web project
-
2,980
(2,980)
-
-
Answering the Call
-
1,500
(1,500)
-
-
MDSW Change Minds grant
-
1,000
(1,000)
-
-
National Lottery PoW Project
-
24,450
(10,156)
-
14,294
Sleep Evaluation project
-
2,000
(2,000)
-
---------------
---------------
---------------
---------------
---------------
Total Restricted Funds:
-
31,930
(17,636)
-
14,294
Unrestricted Funds:
Designated Funds:
Reserve Fund
7,000
-
-
-
7,000
---------------
---------------
---------------
---------------
---------------
Total Designated Funds:
7,000
-
-
-
7,000
General Funds
6,349
14,044
(5,745)
-
14,649
---------------
---------------
---------------
---------------
---------------
Total Unrestricted Funds:
13,349
14,044
(5,745)
-
21,649
---------------
---------------
---------------
---------------
---------------
Total Funds:
13,349
45,974
(23,381)
-
35,943

Purposes of Restricted Funds

The web project grant funded updates to the museum's website to attract more visitors and make the information more accessible.

The Answering the Call project was funded by Historic England to research and relate the experiences of people who came from the Commonwealth to train and work in the NHS.

The MDSW Change Minds grant was from Museum Development South West to fund capacity building.

The National Lottery PoW Project grant funded work to help people nurture their own wellbeing, and also to grow awareness of the museum and increase its resilience.

The Sleep Evaluation project funds an exhibition showing the results of the museum's own research into people's experiences of sleep, and developments in modern neuroscience's understanding of sleep and its importance in physical and mental wellbeing.

[11] Previous year comparisons

Statement of Financial Activities Restricted Unrestricted Total
2023-24 funds funds funds
2024 2024 2024
£ £ £
Income:
Donations - 5,972 5,972
Charitable activities 11,760 3,180 14,940
Investments - 139 139
--------------- --------------- ---------------
Total Income 11,760 9,290 21,050
Expenditure:
Charitable activities 19,882 9,544 29,427
--------------- --------------- ---------------
Total Expenditure 19,882 9,544 29,427
--------------- --------------- ---------------
Net Income / (Expenditure) (8,122) (254) (8,377)
Transfers between funds 2,645 (2,645) -
--------------- --------------- ---------------
Net Movement in Funds (5,477) (2,899) (8,377)
Total funds brought forward 5,477 16,249 21,726
--------------- --------------- ---------------
Total funds carried forward - 13,349 13,349

[12]

Glenside Hospital Museum CIO Notes to the Accounts (continued) Year to 31st March 2025

[11] Previous year comparisons (continued)

Movements in funds 2023-24 Balance at Transfers Balance at
Previous year comparison 01/04/2023 Income Expenditure between 31/03/2024
funds
Restricted Funds:
Cataloguing project - 4,500 (7,054) 2,554 -
Web project - 3,000 (3,091) 91 -
Royal Society 2,485 - (2,485) - -
Historic England 2,993 4,260 (7,253) - -
--------------- --------------- --------------- --------------- ---------------
Total Restricted Funds: 5,477 11,760 (19,882) 2,645 -
Unrestricted Funds:
Designated Funds:
Reserve Fund 7,362 - (362) - 7,000
--------------- --------------- --------------- --------------- ---------------
Total Designated Funds: 7,362 - (362) - 7,000
General Funds 8,887 9,290 (9,183) (2,645) 6,349
--------------- --------------- --------------- --------------- ---------------
Total Unrestricted Funds: 16,249 9,290 (9,544) (2,645) 13,349
--------------- --------------- --------------- --------------- ---------------
Total Funds: 21,726 21,050 (29,427) - 13,349

[12] Disclosures relating to the merger [see Note 1(a)]

The assets and liabilities of Friends of Glenside Hospital Museum (charity no. 1042422) were transferred to Glenside Hospital Museum CIO (charity no 1170808) on 27/08/24. All figures above are for both charities; the table below shows how the totals relate to the respective charities.

Analysis of principal SOFA components for the year to 31st March 2025

Charity no Charity no Charity no
1042422 1170808 1170808 Combined
(pre-merger) (pre-merger) (post-merger) Totals
Income 1,574 3,187 41,213 45,974
Expenditure (193) (4,303) (18,885) (23,381)
--------------- --------------- --------------- ---------------
Net income / (expenditure) 1,381 (1,116) 22,328 22,593
Other gains / (losses) - - - -
--------------- --------------- --------------- ---------------
Net movement in funds 1,381 (1,116) 22,328 22,593
Analysis of principal SOFA components for the year to 31st March 2024
Charity no Charity no Combined
1042422 1170808 Totals
Income 4,341 16,709 21,050
Expenditure (12,716) (16,711) (29,427)
--------------- --------------- ---------------
Net income / (expenditure) (8,374) (2) (8,377)
Other gains / (losses) - - -
--------------- --------------- ---------------
Net movement in funds (8,374) (2) (8,377)
Analysis of net assets at the date of merger (27/08/24)
Charity no Charity no Combined
1042422 1170808 Totals
Net assets 6,412 7,203 13,615
Represented by:
Unrestricted funds 6,412 7,203 13,615
--------------- --------------- ---------------
Total funds 6,412 7,203 13,615

[13]