## **Trustees’ Annual Report for the period** ## **From 1[st] January 2024 Period start date To Period end date** ## **31[st] December 2024** ## **Charity name: Braunton and District Museum** ## **Charity registration number: 1174860** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The objects of the CIO are to provide the**
**education of the public by providing and**
**maintaining aa museum of artefacts and**
**specimens relating to the history, natural**
**history and geology of Braunton and**
**surrounding area.**| |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|**To exhibit artefacts relating to local**
**history; to assist with queries with the**
**assistance of the archivists; to provide**
**information through the sales of books**
**and pamphlets.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**This can be confirmed.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference| |---|---| ||Para 1.38| |Policy on grant making|| ||Para 1.38| |Policy on social investment|| |including program related|| |investment|| ||Para 1.38| |Contribution made by|| |volunteers|| 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|**Visitor numbers generally held up well**
**during the year although the summer**
**holidays were a little subdued on account**
**of the poor weather.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Total reserves at the end of this financial**
**year stand at £24,932 compared to**
**£31,720 last year.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves are held to offset future**
**expenses and ongoing costs.**| |Amount of reserves held|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Again costs are impacting on our**
**reserves; the trustees are always mindful**
**how frugal we need to be. The future of**
**the museum has to be in doubt without**
**some significant beneficiary.**| **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|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|**The principal risk over the next few years**
**is whether or not the museum will have**
**sufficient funds to continue. Whilst we try**
**to generate funds they are not sufficient**
**to cover day to day running costs.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**CIO (Foundation Structure)**
**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 Committee of Trustees**| **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|**New Trustees are advised to read the**
**Charity Commission- The Essential**
**Trustee (what you need to know)**
**document from the Charity Commission**
**website.**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The Trustees meet approximately every**
**3-4 months.**
**The Management meeting is held about**
**every 3-4 months as well. It was decided**
**at the beginning of the year that all**
**volunteers would attend the meetings so**
**one and all had a voice.**| |Relationship with any related
parties|Para 1.51|**The Museum is part of the North Devon**
**Museums Group.**| |Other||| ## **Reference and Administrative details** |Charity name|Braunton and District Museum| |---|---| |Other name the charity uses|| |Registered charity number|117480| |Charity’s principal address|The Bakehouse Centre
Caen Street
Braunton
EX33 1AA| ||| **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)**| |---|---|---|---|---| ||James Benning|Chair|From 2020|Braunton Museum Trustee| ||GaryWest|Trustee|From 2017|Braunton Museum Trustee| ||Les Squance|Trustee|From 2012|Braunton Museum Trustee| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **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**|
James Benning (Oct 22,2025 13:07:01 GMT+1)
James Benning|Gary West (Oct 22, 2025 12:11:41 GMT+1)| |---|---|---| ||
James Benning|Gary West| ||
Chair of Trustees|Trustee| |||| ||10/22/2025|| ## Trustee Annual Report 2024 Final Audit Report 2025-10-22 Created: 2025-10-22 By: Suzanne Tucker (tuckersuzanne3@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAucY5LqCxDbWkR22gmx9rn704Ck_2-9zD ## "Trustee Annual Report 2024" History - Document created by Suzanne Tucker (tuckersuzanne3@gmail.com) 2025-10-22 - 10:24:46 AM GMT Document emailed to James Benning (jbenning@jbenning.co.uk) for signature 2025-10-22 - 10:25:16 AM GMT Document emailed to Gary West (garywest11@btinternet.com) for signature 2025-10-22 - 10:25:16 AM GMT - Email viewed by Gary West (garywest11@btinternet.com) 2025-10-22 - 11:09:19 AM GMT - Document e-signed by Gary West (garywest11@btinternet.com) Signature Date: 2025-10-22 - 11:11:41 AM GMT - Time Source: server - Email viewed by James Benning (jbenning@jbenning.co.uk) 2025-10-22 - 12:04:34 PM GMT - Document e-signed by James Benning (jbenning@jbenning.co.uk) Signature Date: 2025-10-22 - 12:07:01 PM GMT - Time Source: server - Agreement completed. 2025-10-22 - 12:07:01 PM GMT ## **BRAUNTON AND DISTRICT MUSEUM (CIO)** ## **FINANCIAL ACCOUNTS** **for the year ended** **31ST DECEMBER 2024** ## **BRAUNTON AND DISTRICT MUSEUM** ## **LEGAL AND ADMINISTRATIVE INFORMATION** ## **CONSTITUTION** The Braunton and District Museum is constituted under a Charitable Incorporated Organisation (CIO) dated 27th September 2017 ## **REGISTERED NUMBER** The registered number of the charity with the Charity Commission is 1174860 ## **TRUSTEES** The trustees at the year end were as follows James Benning Leslie Squance Gary West ## **ADDRESS** The Bakehouse Centre Caen Street Braunton Devon EX33 1AA ## **INDEPENDENT EXAMINER** Westcotts 47 Boutport Street Barnstaple Devon EX31 1SQ **1** ## **BRAUNTON AND DISTRICT MUSEUM** ## **INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF BRAUNTON AND DISTRICT MUSEUM** I report on the accounts of The Braunton and District Museum for the year ended 31 December 2024 set out on pages 3 to 7. ## **Respective responsibilities of trustees and independent examiner** As the charity trustees of the Trust 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 Trust’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. ## **Basis of 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 that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 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. 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. ## **Independent examiner's statement** In connection with my examination, no matter has come to my attention: - (i) which gives me reasonable cause to believe that in any material respect the requirements: - to keep proper accounting records in accordance with section 130 of the 2011 Act; and - to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the 2011 Act have not been met; or - (ii) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. ## Cat Williams Date 10/30/2025 Cat Williams (Oct 30, 2025 17:03:24 GMT) ………………………………………………… ………………………………………. Catherine Williams FCA DChA Westcotts (SW) LLP 47 Boutport Street Barnstaple Devon EX31 1SQ **2** ## **BRAUNTON AND DISTRICT MUSEUM STATEMENT OF FINANCIAL ACTIVITIES Year ended 31st December 2024** |Note
**INCOME**
**Income from generated funds**
**Voluntary Income**
Donations
Donations Gift Aid
Grants received
2
**Activities for generating funds**
Income from fundraising activities
3
Shop sales
4
Information Service
Gift Aid HMRC
Commission
Royalties
Miscellaneous Income
**Investment income**
Interest received
**Other incoming resources**
**TOTAL INCOME**
**EXPENDITURE**
**Cost of generating funds**
Fundraising expenses
3
Shop: cost of goods sold
4
**Charitable activities**
Museum running costs
6
**TOTAL EXPENDITURE**
**Surplus/(deficit)for the year**
Funds at beginning of year
**Funds at the end of the year**|**Unrestricted**
**Restricted**
**Total**
**Funds**
**Funds**
**Funds**
**2024**
**2024**
**2024**|**Total**
**Funds**
**2023**| |---|---|---| ||**£**
**£**
**£**
2,284
-
2,284
75
-
75

200
183
383|**£**
2,374
5
544| ||2,559
183
2,743|2,923| ||1,124
-
1,124

2,894
-
2,894
-
-
-
188
-
188
16
-
16
4
-
4
-
-
-|1,150
3,285
5
14
62
28
0| ||4,227
-
4,227|4,544| ||944
944|348| ||944
-
944|348| ||-
-
-
7,730
183
7,913|-
7,815| |||| ||147
147

1,194
1,194|41
1,479| ||1,341
-
1,341|1,520| ||12,977
384
13,361|13,719| |||| ||14,318
384
14,702|15,239| ||-6,588
-200
-6,788
29,582
2,138
31,720|-7,424
39,144| |||| ||22,994
1,938
24,932
31,720|| All of the Charity's operations are classed as continuing The Charity has no recognised gains or losses other than as shown above **3** **BRAUNTON AND DISTRICT MUSEUM BALANCE SHEET as at 31st December 2024** |Note
**Fixed Assets**
Equipment at costs
Less: Accumulated depreciation
**Current assets**
Stock of goods for resale
Debtors/prepayments
Short-term deposits
Cash at bank and in hand
**Current liabilities**
Sundry creditors
Net current assets
Net total assets
Unrestricted General Fund
Restricted Fund -
Stair lift & Other
8|24,948
24,948
22,919
22,459
2,029
2,489
2,786
3,158
665
1,499
17,245
21,300
5,259
6,314
25,955.4
32,271
3,053
3,040
22,903
29,230
24,932
31,720
22,994
29,582
1,938
2,138
24,932
31,720
2023
2024|24,948
24,948
22,919
22,459
2,029
2,489
2,786
3,158
665
1,499
17,245
21,300
5,259
6,314
25,955.4
32,271
3,053
3,040
22,903
29,230
24,932
31,720
22,994
29,582
1,938
2,138
24,932
31,720
2023
2024| |---|---|---| |||| |||31,720| |||29,582
2,138| |||31,720| |Approved bythe trustees on
James Benning (Oct 30, 2025 15:50:33 GMT)|and signed on their behalf by:| |---|---| ||James Benning (Oct 30, 2025 15:50:33 GMT)| |James Benning (Oct 30, 2025 15:50:33 GMT)|| **4** ## **BRAUNTON AND DISTRICT MUSEUM Year ended 31st December 2024** ## **NOTES TO THE ACCOUNTS** ## 1. **Accounting Policies** ## **Basis of accounting** These accounts have been prepared under historical cost convention with recognised at cost or transaction value unless otherwise stated. The accounts have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014, and with the Charities Act 2011. ## **Income** Grants and donations are brought into account when received. Investment income is accounted for in the year in which the charity is entitled to the receipt. Gift Aid receivable is included in income when there is a valid declartion from the donor, and is treated as an addition to the same fund as the initial donation. The value of volunteer help received is not included in the accounts but is described in the trustees' annual Rreport. ## **Purchase of goods for resale** Where books are produced by the museum, they are brought into stock at cost. Where books are printed as the result of a grant, the cost is written off and the full income is taken into account on sale. ## **Resources expended** Expenditure is included on an accruals basis. ## **Depreciation** Depreciation is provided at a rate of 15% per annum using the reducing balance basis. for any assets purchased before 01 January 2018. Fixed Assist purchases after 01 January 2018 is provided at a rate of 25% using the straight line basis. ## 2. **Grants received** |Braunton Parish Council|**Unrestricted**
**Restricted**
**Total**
**funds**
**funds**
**funds**
**2024**
**2024**
**2024**|**Total**
**funds**
**2023**| |---|---|---| ||200
183
383.25
-
-
-
-
-
-|544
0
0| ||200.00
183
383
544|| ## 2a **Further information regarding some of the grants received** Refund for alarm cost 183 **5** ## **BRAUNTON AND DISTRICT MUSEUM** **Year ended 31st December 2024** ## **NOTES TO THE ACCOUNTS continued…** |3
4
5|**Income from Fundraising Events**
Fundraising events
Fundraising expense
**Income from Shop**
**Income**
Shop Sales
Postage
Cards for good causes commission
Information Services
Total income from Shop
**Cost of Sales**
Opening stock
Purchases of goods for resale
Closing stock
**Profit from shop sales**
**Staff costs**
Salaries and wages
Other employee benefits
**Total staff costs**
Average number of employees in the year
Employed in charitable activates|**2024**
**£**
1,124
147
977
**2024**
**£**
2,705
5
184
2,894
-
2,894
3,158
822
-
3,980
2,785
1,194
1,700
**2024**
**£**
5235
-
5235
1|**2023**| |---|---|---|---| ||||**£**
1,150
41| ||||1,109| ||||**2023**| ||||**£**
3,059
19
207| ||||3,285| ||||5| ||||3,290| ||||3,463
1,174
-| ||||4,637
3,158| ||||1,479| ||||1,811| ||||**2023**| ||||**£**
4769
-| ||||4769| ||||1| No employees received employee benefits of more then £60,000 in the reporting period **N** o employees are accuing benefits under a retirement scheme. **6** ## **BRAUNTON AND DISTRICT MUSEUM Year ended 31st December 2024** ## **NOTES TO THE ACCOUNTS continued…** ## 6 **Museum running costs** |Administrators salaries
Rent
Light and Heat
Water
Insurance
Maintenance, replacements and alarm costs
Telephone
Museum and office running expenses
Streamline charges
Website Hosting
Depreciation
Accountant
Stair lift
Till difference|**2024**
**2024**
**2024**
**2023**|**2024**
**2024**
**2024**
**2023**| |---|---|---| ||**Unrestricted**
**Restricted**
**Total**
5,235
5,235
1,366
1,366
2,236
2,236
465
465
686
686
618
183
801
636
636
365
365
49
49
-
119
119
461
461
738
738
129
81
210
(6)
(6)|4,769
1,366
1,883
389
596
2,097
585
288
56
119
755
834
0
(19)| ||12,977
384
13,361
13,719|| ## 7 **Payments to trustees** No remuneration or expenses have been paid, nor have any gifts or benefits been provided, to any trustee. ## 8 **Commitments and contingent liabilities** At the year end the trustees had not authorised any capital expenditure and were not aware of any contingent liabilities. ## 9 **Restricted Funds** All restricted funds are cash in the Bank 7 ## Copy of Final 2024 accounts Final Audit Report 2025-10-30 Created: 2025-10-30 By: Suzanne Tucker (tuckersuzanne3@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAe0RoKD2eJGZiPN90Q5GVv9fKiBk3i_Ez ## "Copy of Final 2024 accounts" History Document created by Suzanne Tucker (tuckersuzanne3@gmail.com) 2025-10-30 - 3:29:00 PM GMT Document emailed to Cat Williams (cat.williams@westcotts.uk) for signature 2025-10-30 - 3:29:05 PM GMT Document emailed to James Benning (jbenning@jbenning.co.uk) for signature 2025-10-30 - 3:29:05 PM GMT - Email viewed by James Benning (jbenning@jbenning.co.uk) 2025-10-30 - 3:49:41 PM GMT - Document e-signed by James Benning (jbenning@jbenning.co.uk) Signature Date: 2025-10-30 - 3:50:33 PM GMT - Time Source: server - Email viewed by Cat Williams (cat.williams@westcotts.uk) 2025-10-30 - 5:03:02 PM GMT - Document e-signed by Cat Williams (cat.williams@westcotts.uk) Signature Date: 2025-10-30 - 5:03:24 PM GMT - Time Source: server Agreement completed. 2025-10-30 - 5:03:24 PM GMT