| Trust | ees' Annual Report | ees' Annual Report | ees' Annual Report | ees' Annual Report | for theperiod | for theperiod | for theperiod |
|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | ||||
| 01 | October | 2024 | 30 | September | 2025 |
Trustees' Annual Report for the period
From To
Section A Reference and administration details
Charity name The Friends of the Museum of Somerset Other names charity is known by FOTMOS Registered charity number (if any) 1188706 Charity's principal address Park Field Cottage, Langford Budville, Wellington, Somerset Postcode TA21 0QU
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) |
|---|---|---|---|---|
| Christopher Cooper | Chair | |||
| Barbara Cooper | Treasurer | |||
| Christine Jessop | Secretary | |||
| WendyFlint | ||||
| Donald Ruffell | ||||
| Marion Holley | ||||
| Brian Hunter | ||||
| Veronica Matthews | ||||
| Lauraine Newcombe |
||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
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Names and addresses of advisers (Optional information)
| Type of adviser | Name | Address | ||
|---|---|---|---|---|
| Name of chief executive or names of senior staff members (Optional information) | ||||
| Section B | Structure, | governance and management | ||
| Description of the charity’s trusts | ||||
| Type of governing document | Constitution, adopted 18/02/2020, registered 23/03/2020 | |||
| (eg. trust deed, constitution) | ||||
| How the charity is constituted | CIO | |||
| (eg. trust, association, company) | ||||
| Trustee selection methods | Elected from membership | |||
| (eg. appointed by, | elected by) |
Additional governance issues (Optional information)
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Somerset Council’s financial difficulties continue to have a long-term effect
-
You may choose to include on the grants made to the South West Heritage Trust and, in turn, to The
-
additional information, where Museum of Somerset.
-
relevant, about: policies and procedures The Friends of the Museum of Somerset work closely with the South West adopted for the induction and Heritage Trust, supporting them with grants for acquisitions, but also training of trustees; support the Museum of Somerset with direct purchases to enable them to continue to provide a varied and consistent programme of events for the
-
the charity’s organisational public.
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structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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To advance the education of the public by promotion, support, assistance and improvement of The Museum of Somerset. Summary of the objects of the charity set out in its governing document Monthly lectures, those during BST being face to face at The Museum of Somerset, whilst those during GMT are by Zoom. Regular newsletters. Occasional visits to places of interest. Annual lecture by a well-known speaker. All activities are advertised, and reports of meetings are displayed on the website and sent to local newspapers. The trustees have had regard to the public benefit guidance issued by the Charity Commission. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
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The charity is run exclusively by volunteers.
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
Annual programme of lectures and an Annual Lecture by a well-known speaker, this year Nigel Phillips. Nigel is associated with Somerset's landscape through his work as a marine and coastal ecologist and author of books like Somerset's Coast – A Living Landscape and The Nature of the Quantocks. He was also the Coastal Ambassador for the Somerset Wildlife Trust, which involved leading coastal walks and marine awareness campaigns. These lectures encourage a wider audience than just members of FOTMOS and hopefully lead to the recruitment of new members.
Only a small donation was made to The Museum of Somerest in this year, towards the purchase of a lectern. However, £1000 has been promised towards the purchase of a locally discovered Roman ring, £5000 has been promised towards the displaying of the Chew Valley Hoard, and a further £2500 has been promised towards various smaller purposes.
Section E Financial review
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Brief statement of the charity’s policy on reserves
Reserves are held to be available to assist The Museum of Somerset in purchases of specific objects or for specific projects.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Membership subscriptions are the chief source of funds, supplemented by proceeds from the Annual Lecture. Funds also come from the sale of second-hand books on display in The Museum, occasional plant sales, raffles and quizzes.
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Many of the grants made by The Friends to The Museum show local support and lead to funding becoming available from much larger philanthropic bodies.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Christopher David Cooper Barbara Rosemary Cooper Position (eg Secretary, Chair, etc) Chair Treasurer |
Signature(s) Full name(s) Christopher David Cooper Barbara Rosemary Cooper Position (eg Secretary, Chair, etc) Chair Treasurer |
Signature(s) Full name(s) Christopher David Cooper Barbara Rosemary Cooper Position (eg Secretary, Chair, etc) Chair Treasurer |
|---|---|---|
| Chair | Treasurer |
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Date 1510112026 1510112026 TAR March 2012
The Friends of the Museum of Somerset 1188706 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/10/1024 9/30/2025
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Members' Subscriptions 2,303 Fund Raising 1,764 Gift Aid 517 Bank Interest 1,009 Donations 127 Miscellaneous 44 - - 5,764 - - Sub total - Total receipts 5,764 A3 Payments Donations to Museum 130 Speakers 345 Insurance 91 Website hostingand maintenance - Printing,postage and stationery 444 Venue 1,102 Miscellaneous 127 Subscription to BAFM 100 Bankingfees 1 Sub total 2,340 - - Sub total - Total payments 2,340 Net of receipts/(payments) 3,424 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 3,424 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 2,303 1,764 517 1,009 127 44 - - 5,764 - - - 5,764 130 345 91 - 444 1,102 127 100 1 2,340 - - - 2,340 3,424 - - 3,424 |
Last year to the nearest £ |
| - - - - - - - - - |
2,303 | 2,614 | ||
| 1,764 | 1,577 | |||
| 517 | 310 | |||
| 1,009 | 585 | |||
| 127 | 1,258 | |||
| 44 | 10 | |||
| - | - | |||
| - | - | |||
| 5,764 | 6,354 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 5,764 | 6,354 | ||
| - - - - - - - - - - |
130 | 9,800 | ||
| 345 | 376 | |||
| 91 | 96 | |||
| - | 22 | |||
| 444 | 158 | |||
| 1,102 | 1,050 | |||
| 127 | 195 | |||
| 100 | - | |||
| 1 | - | |||
| 2,340 | 11,697 | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 2,340 | 11,697 | ||
| - | - - - - |
3,424 | - 5,343 | |
| - | - | - | ||
| - | - | - | ||
| - | 3,424 | - 5,343 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Co-Operative bank accounts Ecology Building Society United Trust Bank bonds Details Details Details Details Signature #VALUE! #VALUE! Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 3,151 - 3,459 - 13,000 - 19,610 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Barbara RosemaryCooper Christopher David Cooper Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| #VALUE! | Barbara RosemaryCooper | 1/15/2026 | |
| #VALUE! | Christopher David Cooper | 1/15/2026 |