## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year **T** Day Month Year **From** 1 4 2022 **o** 31 3 2023 Section A Reference and administration details **Charity name** Beccles and District Museum CIO ## **Other names charity is known by** **Registered charity number (if any)** 1191550 ## **Charity's principal addre** Beccles and District Museum |Beccles and District Museum|Beccles and District Museum| |---|---| ||| |Leman House, Ballygate|| |Beccles, Suffolk|| |**Postcode**|NR34 9ND| ## **Names of the charity trustees who manage the charity** ||**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or body)**
**entitled to appoint trustee (if**
| |---|---|---|---|---| |1
2
3
4
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7
8
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13|Barry Darch|Chairman||~~**)**~~| ||Andy Lovegrove|Secretary||| ||Paul Gurbutt|Treasurer||| ||Robert Bacon|||| ||Lacey Baxter||From 5thDecember
2022|| ||Linda Last|||| ||Jack Morris||From 20thJune 2022|| ||Chris Scott|||| ||Richard Sword|||| ||Alan Wheeler|||| |||||| |||||| |||||| March **2012** **TAR** 1 |14
15
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20||||| |---|---|---|---|---| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| ||**Name**||**Dates acted if not for whole year**|| |||||| |||||| |||||| ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---|---| |**Type of adviser**
**Name**
**Address**|||| |**Museum Mentor**|Heather Lomas||| ||||| ||||| ||||| |**Name of chief executive or names of senior staff members (Optional information)**|||| ||||| |**Section B Structure, governance and management**|**Section B Structure, governance and management**|| |---|---|---| |||| |**Description of the charity’s trusts**
Type of governing documen
(eg. trust deed, constitution
Constitution
How the charity is constitute
(eg. trust, association
company
Trust CIO - Foundation
Trustee selection method
(eg. appointed by, elected by
Appointed by other members of the Trust||| ||n
n
Constitution|| ||
n
y
Trust CIO - Foundation|| ||
y
Appointed by other members of the Trust|| ## **Additional governance issues (Optional information)** March **2012** **TAR** 2 You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational 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. The Charity has a formal Constitution which governs how the Trust is managed. The Charity is a Charitable Incorporated Organisation (CIO) accepted by the Charity Commission. The Trustees are responsible for the strategic direction of the Trust. Da to day management is in the hands of a curator who also has the task o caring for the collection. A group of volunteers assists the curator with these tasks and where possible the volunteers will have attended suita training as provided by SHARE Museums East. - The Museum is located in a building owned by the Townlands Charity which lets space in the building to the Museum. The Townlands Charity retains responsibility for the building and its upkeep. A member of the Townlands Charity Board (the Feoffees) is invited to attend Museum Trustee Board meetings and chooses whether to be a trustee. The current representative is James Hartley. Beccles Town Council may nominate a representative who attends Trustee meetings and who may choose to be a trustee. In 2022/3 this w Cllr Barry Darch, an existing trustee. The Museum is a member of the Association of Independent Museums (AIM) and the Association for Suffolk Museums (AfSM). AfSM provides assistance and advice; and our membership also provides emergency help from Harwell Drying. The Museum is an Arts Council Accredited Museum and as such has to meet professional standards in its policies and operating procedures covering all aspects of its management. These documents are audited part of our accreditation application. We achieved Full Accreditation in May 2018. The Museum has a Museum Professional Mentor, Heather Lomas, who attends Trustee meetings and provides support, help and guidance as requested. CCTV helps keep secure the Museum’s collections. Annual training is provided for stewards to help them keep visitors and themselves safe and to make the experience of visitors as good as possible. Copies of the Friends’ Newsletter, which contains informative articles mainly related to the Museum’s collections, are given to all our voluntee (as well as members of the Town Council) to keep them informed abou the Museum’s operation and plans for the future. ## **Section C Objectives and activities** March **2012** **TAR** 3 ## **Summary of the objects of the charity set out in its governing document** The Museum objectives are to provide and maintain a collection releva to Beccles and district for the purpose of educating and entertaining the local community in all aspects of the history and natural history of the area. We have continued to provide help and advice on the history of the are and its people to enquirers. Typically, we receive and answer enquiries family and local history and support other organisations, such as the To Council and local history groups with their activities. Local researchers have used material from the Museum for particular projects. The Museum has supplied information from its collections for some loc projects, including the planned Broads Hub and a projected information board at the station. Photographs and information from the Museum’s collection have been used in the media, such as in articles about past Royal Jubilees. The Museum organised a well-attended Platinum Jubilee celebration ’Beccl Celebrates Jubilee Again’ which involved sixty performers (children and **Summary of the main** adults) and an exhibition in the Parish Church. **activities undertaken for the public benefit in** Information from the Museum assisted the creation of ‘Shadows of the **relation to these objects** Past’, a ten-day exhibition in the Parish Church which featured a hundr **(include within this** people with connections to Beccles. **section the statutory declaration that trustees** Several Museum volunteers have taken part in The Helping Hands his **have had regard to the** and ghost walks which have brought nearly two hundred visitors. **guidance issued by the Charity Commission on public benefit)** Year 7 pupils at Sir John Leman High School have visited the Museum Year 7 pupils at Sir John Leman High School have visited the Museum (one class per visit). A work experience student from the school has be given a placement. His work contributed to a mini exhibition in the Museum’s display case at Beccles Library. In the 2022 season we provided two temporary exhibitions, which we n call ‘special exhibitions’. We have planned three for 2023. In 2022/3 we continued to provide material for the ‘Community Museum display cabinet in the Beccles Library. **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 4 The Museum opened for the 2022 season on Saturday 2[nd] April (Tuesd Wednesday, Friday and Saturday afternoons). The season ended on 2 October You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. The Museum is completely run by volunteers. Stewards open the Museum to the public and assist with visitors’ questions. A team of train volunteers looks after all aspects of the Museum’s day-to-day operation under the direction of the curator, including care of the collections, setti up exhibitions, managing group visits, giving talks to outside bodies, answering enquiries from the public and supporting visiting researchers - Several new volunteers have been recruited to assist with stewarding. are pleased to give opportunities to young people as volunteers. - A curator was in place from September 2022 to the beginning of March 2023. Our secretary, assistant curator and chairman are covering key aspects of the role with significant support from other volunteers, until a permanent appointment can be made. The role of assistant curator is new position created in June 2022. The Museum does not make grants to other organisations. ## Section D Achievements and performance March **2012** **TAR** 5 Section D Achievements and performance **Summary of the main achievements of the charity during the year** The Museum was open for the full season for the first time since the pandemic began. The total of visitors for the year during normal openin times was: 899 (adults 738, children 161). School visits comprised 179 children and 19 teachers and group visits 176 adults and 21 children. Total visitors amounted to 1294 (933 adults and 361 children). The Museum has continued to strive to safeguard the town and district historical heritage and increase access to historical records. The Muse has received a number of donations of historic material which have bee accessioned and added to the collection, including fifty glass negatives the products of the engineering firm of Elliot and Garrood, a large numb of maps of Beccles over various time periods and a fine silver and horn prize cup from the Fauconberge school, dated1883. The Museum is keen that new material is made available to the public: for example, some of the new material relating to Elliott and Garrood w feature in one of the special exhibitions in the 2023 season. Some updating of permanent displays has been undertaken. The Cont Management System (CMS) has been updated and storage facilities h been improved. The Museum has worked with The Beccles Society on a visual history project, which has taken the form of the display of historic images of Beccles from the Museum’s collections. The display cases and reproduction of images (which have been installed on a building owned the Town Council) were funded from a grant from the Waveney and Ya Housing Association. The Museum also worked with The Beccles Society to provide one of its temporary exhibitions for the 2022 season Some aspects of the Website have been updated, including the Becc timeline history project, the latest being on the Beccles soup kitchen w which a work experience student assisted. The website has now b updated to indicate our closed season Our assistant curator has used our Museum Facebook pages to incre interest in the Museum. There has been a significant increase in visitor the site. Part of the reference library has been relocated to the downstairs are the museum that is open to visitors, so that they may access it. The Museum has been successful in obtaining grants from three local organisations for a replacement photocopier. A stall in the market and the ’Beccles Celebrates Jubilee Again’ event, both held over the Platinum Jubilee Weekend, together raised over £40 Talks to local groups by the chairman about the history of Beccles have also raised funds. The Friends of the Museum subscriptions and the 100 Club income ha ~~l t ib t d t~~ 6 ~~th M ’ l t fi i l iti~~ March ~~B t~~ **2012** ~~k~~ **TAR** **Section E Financial review** **Brief statement of the charity’s** The Museum aims to keep reserves of two years’ operating costs and we hav **policy on reserves** maintained that in 2022/23. ## **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); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. The Townlands Charity continues to be a major donor to the Museum, effectiv covering the Museum's rent. - The Museum shop makes a useful contribution to income, including through t sale of books and booklets, many of which have drawn on the museum’s collections. In 2022/23 some online sales have also been made. - The Museum continues to make no admission fee in order to make the collections and its facilities as widely available as possible. - Expenditure on the presentation of displays and exhibitions and on maintainin safe and attractive environment has supported the Museum’s aim to provide a relevant and accessible collection and to educate and entertain the local community in all aspects of the area’s history. Trustees have approved an Internal Controls Policy. - . ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s** _B. Darch_ **Full name(s** Barry Darch March **2012** **TAR** 7 **Position (eg Secretary, Chai** Chairman of Trustees **etc Dat** 20 June 2023 March **2012** **TAR** 8 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustsetJ members of BECCLES AND DISTRICT MUSEUM CIO On accounts for tho year ended 31 MARCH 2023 Charity no Ilf any) 119 1510 I report to the trustees on my examination of the accounls of the above charty Ilhe Trust.) for the year ended 3111012022. Responsibillties and basi8 of report As the charity's truslees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act'i. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Art and in carrying out my examination, I have followed all the applicable D1￿ctionS given by the Charity Commission under section 145(5)(b) of the AGt. Independent I have completed my examination. I confirm that no material matters have examlner's statement come lo my attention in connection wrth the examination (ethep d￿19$￿￿. which gives me cause to believe that in, any material respect.. the accounting ￿cOrdS were not kept in accordance wtth section 130 of the Charities Ad,. or the accounts did not accord wtth the accounting records., or Ihe accounts did not comply with the applicable requirements conceming the form and contenl of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view vthich is not a matter considered as part of an independent examination. I have no COn￿mS and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. ' Pl&as& delete the wortls in the brackets rflhey do not apply. Signed: Dats: Name: Relevant professlonal qualificationls) or body lif any): RJ,-.J erJice Address.. IPIg IER Oct 2018 Section B Disclosure Only complete if the ex8miner needs to highlight material matters of concern {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief dètails of any items that the examiner wishes to disclose. IER Oct 2018 Beccle5 and Di5trirt Museum CIO Dftft Accounts 2022.2023 Opening Bank Balan Uncashed cheques Un-paid-ln cash Openln8 I&E Balan 01 April 2022 £ 15393AO 16.n Income 21W.2023 2021-2022 Door don&tion5 Other donation5 Grarts Shop Friends . 100 Club Miscellaneous I Inte￿5t ICCLAI 1.255.62 1,679.34 8.715.IXJ 682.81 307.fAJ 3￿.72 626.50 528.46 2.99 £ 1.304.90 £ 8.255.(M) 248.79 807.C 12.69 , Total In¢om• 2022-2023 2021.2022 Electriclty Telephone Shop Stock ICK) Club ClÈ¥nin8 Rent 6uslness rates Collection ca Ternporary Exhibltyons Maintenance Insurance Security MIscel￿ne0uS Lift Membershlp5 I.￿1.?? 764.36 187.79 284.61 250. 8,IKk).C#J 601. £ 2,443.95 743.35 13.55 66.88 710.00 E 8,COJ.00 307.09 126.35 639.C 180.C 635.41 168. £ 1,125.90 592.03 150.r)) 618.0) 153.th) Profitjioss È13.301.141 ReseThes COIF Char1ties Deposit Fund Openlng bank Batafb¢e Interest withdrawals deposlts Closlng Ba13r 01 April 2022 £ 29005. SZ8.46 £29,792.46 12.69 31 Marth 2023 Movement In funds .' Lloyds Account Balance CCL4 Account balance uncashed cheque5 15.393.40 29.805.15 16.72 É 10.690.51 £ 29,792.47 l April l April £ 45,181.83 284.46 £ 40,482.98 £ 13.301.141 Excess of Income o¥erexpeThJrture Lloyd5 Accouftt BaLin¢e CCLA Ac(wnt balan unCash￿ cheque5 31 Marrh 31 Marth 31 Marrh f 15.132.68 £ 30,333.61 £ 7,376.68 £ 29,805.15 16.72 45,466. ,Lloyds Account Balar uncashed rheques 8r3nt frotn Feoffees £ 15.13268 Z"_'£-1¥352".40 16.72 £ 4000. £ 8.000.00 7.132. f 7376.68 Notes l. Other don3tion5 include from a Platinurri Jub"Flee ebEnL HelPi￿H￿r￿. Thè Becde5" ofArti5ts. varlous tslksgwen ty Barry ,Darch, Sale of Bally8ate tx)ok5 V Rtleyl and a colleaton in memory of Ted G(KKlwyn 2. Grants were recelved from the 8eccle5 Rowlaod TrusL The Bettles Town Council thÈ Beccle5 LhMs. The L4ttertivo aTe for a placemert photocopier 3. Miscellaneou5 includes £125 re￿Ne￿ in ermf, income for &rJohn Leman khool wi￿ts and £20f￿rn the sale of duplicate COifj5 in the musÈurn's wllection. 4. EDF lixed rate contrart has protected u5 from ftwtuations in the energy prKes 15. Return to normal levet5 of rate5 l& Annual malntenafitÈ the alann system. 7. repayment of £125 receipt in e¥roTand payTnefttto ￿ Infom7aOon CommissKJnerfs ol￿e and"photoco" pier re￿11￿. There was a large misiellaneous setlSon. An ottempt has been made to WFt the costs irTrto othersubheadin85 for compari50n but this is Incotriplete. 8. Mernbershlp olAssociation of Ind￿￿r￿ellt Museums ond ASs￿lit￿)n for ￿ffolk Museum5