## **Trustees’ Annual Report for the period**
**From Period start date 5/11/2020 To Period end date 4/11/2021**
## **Charity name:The Beaminster Museum Trust**
## **Charity registration number: 1179769**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 To advance the education of the
of the charity as set out public by founding, maintaining
in its governing and
document
managing a Museum in
Beaminster to promote public
interest in, and to collect and
preserve items connected with,
the history of the town and
surrounding rural area
Summary of the main Para 1.17 and To open the museum to visitors for
1.19
activities in relation to 6 months of the year.
those purposes for the
public benefit, in To display new temporary displays
particular, the activities, in addition to our collection
projects or services
identified in the To open to group visits to see the
accounts. museum collection
To arrange visits by children in
school groups
To answer queries from the public
regarding the history of the area
To help with family history
researches for people world-wide
with a Beaminster connection
To provide a history-based series
of lectures during the winter
months.
We co-manage a NNS site of
geological interest which we open
to the public from time to time or
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on request.
We have manned outreach
sessions on flax production at the
local agricultural show
Statement confirming Para 1.18 We have read para 1.18 and can
whether the trustees confirm that we comply with all
have had regard to the the conditions and objectives laid
guidance issued by the out under the public benefit rules
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
We do not make grants
Para 1.38
Policy on grant making
Not applicable
Para 1.38
Policy on social
investment including
program related
investment
The charity is run entirely by
Para 1.38 about 50 volunteers. There are no
Contribution made by paid postitions apart from a
volunteers cleaner.
Other
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## **Achievements and Performance**
SORP reference
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Due to covid the museum was
locked down, with no visitors for 8
months of this financial year.
Summary of the main
Para 1.20
achievements of the During this time we were able to
charity, identifying the finish the building work associated
difference the charity’s with our extension project.
work has made to the
circumstances of its We were able to reopen the
beneficiaries and any museum in July, and we have had a
wider benefits to society total of 500 visitors up to the time
as a whole. we closed at the end of October.
During the lockdown we were able
to redesign many of our displays
which has produced a modern feel
to the museum, with more digital
activities, which will be further
enhanced when the new rooms are
brought into operation next year.
The completion of the building
work can be considered as an
achievement, and it will result in
improved activities and displays
for the museum for years to come.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Due to covid, were were not able
to have visitor numbers that we
Achievements against Para 1.41 were hoping for.
objectives set
On the other hand, because the
museum had to be closed, the
building work progressed very
smoothly with minimum impact on
closure to the public
We again made a loss over the
year because we were not able to
Performance of run our winter talks and social
fundraising activities Para 1.41 events which we rely upon to make
against objectives set our annual income match our
expenditure
Not applicable
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 The accounts show both the
financial position at the normal museum operation , and
end of the period the finances of the extension
project.
Normal museum operation has
again made a loss the year of
£1837, due to covid restrictions.
These losses are still covered by
the £10,000 covid grant which was
used to cover last year's loss of
£1438.
The expansion project is running
under budget, and is likely to
leave money in the extension fund
will will be take back into the
main museum funds.
Statement explaining the Para 1.22 The reserve is set to cover the
policy for holding basic running costs of the museum
reserves stating why they and its building for twelve months
are held
Amount of reserves held Para 1.22 £6,000.00
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 No funds in deficit
in deficit
Explanation of any Para 1.23 Other than a complete collapse of
uncertainties about the our volunteer base ,we are
charity continuing as a exposed to no real risks
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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25% Friends subscriptions and
donations
The charity’s principal 25% entrance fees
sources of funds Para 1.47 25% shop
(including any 25% fundraising
fundraising)
New projects covered by specific
grants
N/A
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
None , as long as volunteers still
come forward - see above
A description of the Para 1.46
principal risks facing the
charity
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other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution of a Charitable
document Incorporated Organisation
(trust deed, royal charter)
How is the charity Para 1.25 Charitable Incorporated
constituted? Organisation ( association Model)
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 By vote of the members at their
methods including details AGM.
of any constitutional The management committee
provisions e.g. election to chairman, secretary, treasurer and
post or name of any curator (also elected at thr AGM)
person or body entitled can choose also to be trustees if
to appoint one or more they wish.
trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Beaminster Museum Trust
Other name the charity
uses
Registered charity 1179769
number
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Charity’s principal Beaminster Museum
address Whitcombe Road
Beaminster, Dorset
DT8 3NB
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## **Names of the charity trustees who manage the charity**
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Nam
(or b
Trustee name Office (if any) Dates acted if not for whole year entit
appo
(if a
1 Murray Rose chairman
Marcus
2
Chambers
3 Colin Bowditch
Matthew From 05/05/21
4
Kirkman
5 Alec Crawford From 05/05/21
6 Diana Trenchard Died September 2021
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved
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Director name
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Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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## **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**
**Signed on behalf of the charity’s trustees** C Bowditch **Signature(s)** L M Rose Colin Bowditch **Full name(s)** Livingstone Murray Rose
**Position (eg** Chair of trustees Trustee **Secretary, Chair, etc) Date** 13/12/21
Iviitrri'f!I
jllk
J C
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
The Beaminster Museum Trust
On accounts for the year
ended
4 Novernber 2021
Charity no
{rf any)
1179769
Set out on pages
I report to Ihe trustees on my examination of the accounts of the above
charity (Ihe Trusn for the year ended 04 11112021.
R•sponsibilitles and
basls of r•port
As the tharitvs trustees. you are respS$bIe for the preparation of the
accounts in accordance with the requirements of trte Charits"e$ Act 2011
("the Acr).
I report in respect of my examination of the Trust'8 accounts CArried out
under section 145 of the 2011 Act and in c2rying out my examination, I
hav8 follow8d all the applicabl8 Difections given by the Charity Commission
under section 145{S)Ib) of the ACL
Independont I have completed my examination. I corfinn Ihat no mat8ri81 matters have
oxaminerfs statement Come to my attention in connection with the examination 4thich gives me
cause to believe that in. any material respect.
the aco)unting records were rK)t kept in accordance Vlith section 130
of the Charits'es Act., or
the accounts did not accord with the accounting records,. or
the accounts did Ml comply viith the applicable requirements
conceming the form and o)ntent of accounts set out in the Charities
(Accounts and Reports) Regulations 2(X)8 other than any requirement
that the a¢¢ount$ give a 'true and fairf view vthich 1$ not a matter
considered as part of an independent examination.
I have no concems and have come across no other matters in connection
with the examination to which attents'on should be dravm in this report in
order to enabk8 a proper understsnding of the accounts to be reached.
Slgned:
Oate:
Name:
Colin S¢*tofield
Relevant professional
qualification(sl or body
(rf any):
Chartered Engineer
Address:
37 The Beeches
Beaminster
OT8 3SL
IER
Oct 2018
Section 8
Disclosure
Only complete if the examiner needs to highlight material matters of COnM
(see CC32, Independent examinats.on of tharity ac£ounts'. directions and
guidano for examiners).
Give here brief detalls of
any items that the
examiner wishes to
dlsclose.
Comments from last theth. No new (x)mments.
IER
Oct 2018