|**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**
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4
5
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7
8
9
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12
13
14
15
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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||||
||||||
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||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for whole year**||
||||||
March **2012**
**TAR**
1
## **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)**
- 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.
- structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
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)**
March **2012**
**TAR**
3
The charity is run exclusively by volunteers.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
## 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**
March **2012**
**TAR**
5
**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.
- how expenditure has supported the key objectives of the charity;
- 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|
March **2012**
**TAR**
6
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|