From 5th November 2022 Period start date To 4th November 2023 Period end date
Charity name: The Beaminster Museum Trust
Charity registration number: 1179769
Objectives and Activities
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SORP reference
Summary of the purposes of Para 1.17 MISSION: To encourage research, collect,
the charity as set out in its conserve and exhibit objects, images and
governing document records associated with the history of
Beaminster and the surrounding villages, so
adding to the cultural and educational facilities
for local adults, children and visitors to the area.
AIMS: 1. To care for the Museum building and
maintain the terms of the Museum Covenant.
2. To care for the Permanent Collections,
advised by recommended best practice.
3. To present and display materials, particularly
to encourage learning.
4. To provide temporary exhibitions and other
opportunities for educational and cultural
events in the Museum.
5. To develop the Reference Section to provide
materials for local history studies and family
history research.
6. To care for the volunteers who help run the
museum by offering opportunities to learn and
develop new skills in a happy, friendly and safe
working environment.
7. To maintain the effective management of
resources, finances and personnel to ensure the
future.
8. To work in collaboration with schools,
community groups, the Beaminster Festival,
Dorset Arts Weeks, regional and local councils
and other museums so enhancing the
contribution of the Museum to community well-
being.
9. To implement a wide marketing policy in
order to achieve the aims.
Summary of the main Para 1.17 and As a community run museum, we are open four
1.19
activities in relation to those days a week to the public, and on two additional
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| purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
days for our research group and for a social coffee morning for our volunteers to address weekly issues. In addition to being a museum about our community, from pre history to the present day, we support family history and social history research for both local residents and visitors with historic links to the area. |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | To open the Museum for 6 months of the year In addition to our permanent collection , to provide temporary displays with an exhibition in the Town Hall. To open for group visits to see the museum collection. To arrange visits by children in school groups. To answer queries from the public concerning the history of the area. To help with family research for people world- wide with a Beaminster connection. To provide a history-based series of lectures during the winter months. We co-manage with the Jurassic Coast Tust a NNS site of geological interest which we open to the public from time to time or on request. We confirm that trustees have had regard to the guidance issued by the Charity Commission in respect ofpublic benefit |
Additional information (optional) You may choose to include further statements where relevant about:
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SORP reference
We hold reserved funds for educational
Para 1.38 purposes, the main use of which recently has
Policy on grant making been to subsidise transport for visiting schools.
Our main activity in this regard is preserving the
Para 1.38 buildings for the future benefit of the
Policy on social investment community.
including program related
investment
We are 100% volunteer run, with volunteers
Para 1.38 providing stewarding, DIY, Research and
Contribution made by designing and installing exhibits.
volunteers
We received during the year recognition from
Other the Royal Society with an award for a 3D scanner
for educational and preservation purposes in
future exhibits.
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Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We have hosted many educational visits, and played our part in the supporting and promoting the cultural heritage of West Dorset to visiting tourists. |
Additional information (optional) You may choose to include further statements where relevant about:
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We are succeeding in gradually increasing
Achievements against Para 1.41 our visitor numbers post Covid.
objectives set We have provided two bespoke exhibitions
so far this year.
We are broadly on track financially but have
slipped a little on our plans to fund raise
Performance of fundraising specifically for stained glass window
activities against objectives Para 1.41 replacement.
set
We are behind schedule in applying for
Investment performance Para 1.41 grants for our planned stained glass repairs.
against objectives
Other
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Financial Review
| Financial Review | ||
|---|---|---|
| financial position at the end of the period |
Para 1.21 | We hope to be close to break even this year if we can resolve questions around our electricity bill. |
| Statement explaining the policy for holding reserves statingwhy they areheld |
Para 1.22 | We hold a contingency fund against unplanned maintenance expenditure. |
| Amount of reserves held | Para 1.22 | £10,000 |
| 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. Although in some years we may fail to break even, if needed we would utilise part of the reserve in the short term and address additional fund raising needed to restore the reserve. |
Additional information (optional) You may choose to include further statements where relevant about:
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Visitor donations and community events and
lectures during the year. Legacies provide a
sources of funds (including Para 1.47 welcome addition but are essentially
any fundraising) unplanned.
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
The principal risks are around the building, in
A description of the principal Para 1.46 the shorter term we need to raise £25,000
risks facing the charity for stained glass window repairs, and in
continuing to be able to attract volunteers to
support the work of the museum.
Other
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Structure, Governance and Management
| All our key documents are at | |||||
|---|---|---|---|---|---|
| trusts: | https://beaminstermuseum.co.uk/governance/ |
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| Type of governing document (trust deed, royal charter) |
Para 1.25 | Policies as above. | |||
| 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 | Election at AGM on a three year cycle. |
| 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: |
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 | See https://beaminstermuseum.co.uk/governance/ |
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| organisational structure and any wider network with which the charity works |
Para 1.51 | The charity is mentored by through a council nominee and is a member of various local museum associations in the SouthWest. We have loose associations with other local museums, and many of our artefacts on display are loans from Dorchester Museum and Art Gallery. |
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| Relationship with any related parties |
Para 1.51 | ||
| Other |
Reference and Administrative details
| Charityname | The Beaminster Museum Trust |
|---|---|
| Other name the charity uses | https://beaminstermuseum.co.uk/ |
| Registered charitynumber | 1179769 |
| Beaminster Museum Whitcombe Road Beaminster DT8 3NB , Dorset |
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body)
Trustee name Office (if any)
year entitled to appoint trustee (if any)
1 Murray Rose Honorary President Lifetime award
2 Alec Crawford Chair of Trustees Elected at AGM
3 Colin Bowditch Elected at AGM
4 Matthew Kirkman Elected at AGM
5 Jonathon Fairchild Elected at AGM
6 Marcus Chambers Elected at AGM
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
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 Details of arrangements for safe custody and segregation of such assets
Additional information (optional)
Names and addresses of advisers (Optional information)
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Type of Name Address
adviser
Mentor Vicky Dewitt Museums Advisor for BCP & Dorset Councils
Dorset History Centre
07876 790641
vicky.dewit@dorsetcouncil.gov.uk
www.dorsetcouncil.gov.uk
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Name of chief executive or names of senior staff members (Optional information)
Matthew Kirkman Chairman Operating Committtee
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
Signed
Signature(s) Full name(s)
Position (eg Secretary, Chair, etc)
Date
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