**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** **----- Start of picture text -----**
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.| |---|---|---| |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: **----- Start of picture text -----**
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: **----- Start of picture text -----**
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: **----- Start of picture text -----**
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/**| |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/**| |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.| |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** **----- Start of picture text -----**
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
**----- End of picture text -----**
## 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)** **----- Start of picture text -----**
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
**----- End of picture text -----**
## **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** |u3.
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