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2024-03-31-accounts

Trust•o8 Annuol R•port lor ￿TIod 1° Aprll 2023 to 31° March 2024 Woodbridge Museum registered ¢h8rity number 1194042. Address.. Whisstock¥ P18ce. Tide MILI Way, Woodbridge. Suffolk IP12 1FP The Charity 1$ now a CIO h8vlng been entered on Ch8rrty Reglster 9 April 2021. The ch8rltywa$ previously an unincoipofated ch8I1ty C811ed Woodbridge Museum Trust. In accord8nce with Art8 Council recommended best procticethe tTUStees tookthe decision to become a CIO. The original ehafity opened the museum in 1982 in its previous location on the Market Hill, Woodbridge. The museum has a 99-year lease ol it's building on o peppercorn rent. Our18ndlord is Woo(Ibridge Town Council. The ground floor houses our permanent dlsplaywhich is open to the public. It h8d been intended to utilis¢ the first floor 8$ exhibition space. office and 5toroge 8re8. Unfortunately. the difliculty in obt81nlng insur8nce cover and he81th & safety Issues have made the use of the area tor exhibition space non-viable. The oreo is now used for $toroge ond office space which we plon to open to local 8nd tsmily hlstorians on 8n appointment basis. The Collection$ Team work In the office usually 8t least two days a week so 8 Large. dedicated space where 5 or 6 people can work together ho8 proved very successful. Our vi8itor8' numbers have continued to increase y88r on year since we moved io Whissiock's Place. In the current year we had 22,974 adults and 3.056 children visit the museum. This represents 8 28% and 19% respective increase in visitors over the previous year. Our aims 8re set out in our CIO constitution ond our main aim is°To 8dvance the edvc*ion of the public by the provision and mainten8n¢e ol a mugeum in or nearwoodbridge for the exhlbition to the public of specimens ol fin8 and useful arts, ethnology. 8rch8eolo8y, geology. botany 8nd n8tur81 history with particular reference towoodbridge and the 8urroundlng area" We are fully accredite¢J byThe Arts Council 8chi8ving reoccredit8tion on 22- July 2022. The Charity is managed by its twelvetrustees who meet regularly to discuss museum business and where we receive reports trom sub committees including Front of House & The Collection$ Tegm both ol whom include trustees and other volunteers. None of our volunteeis. including trustees, receive any remuneration although we offer steward3 roimbursement of porkingfe85. It is our policyto not charge for odmission to the museum. $0 we ore reliant on donation8 and profit from our shop to cover annual running costs. We have introduced a card terminal for donations as well as abiiityto make donations through the till on the Front Desk. We con 8ccept card and cash payments and encourage donors to complete a gift aid form. We are entirely reliant on volunteer Stewards to open the museum which we do sevon d8yS 8 week th¥ough

summer period and atweekends during the Winter. On some occ8sions we have had to close throughlock of stewards, but this is infrequent. Without the support of ourvolunteer stewards the museum could not function. Many of our stewards are drawn from The Friends of Woodbridge Museum which is itself a ch8rity run to support the aims of Woodbridge Museum. It Is hoped to merge"Friends- wlth Woodbridge Museum as r( Is consldered It will be beneficial for both charities. Duringthis financial period Woodbridge Museum has received a grant to conserv8 8 unique menuscript m8p of The Manors of Woodbridge late Pfiory and Woodbridge Hasketon1829. We are wateful foi the generosity of Arts Friends Suffolk in supporting this project. The museum continues to receive objects donated bythe public 8nd in particular has recelved a substantial collection ot photographs and other items coll8ted by a local hi81oii8n. The Collection Team also monitor locel auction websites and sociol medi8 and hove purchased some iterns forthe museum. The CollectionsTe8m h8$ also commenced an inventoryofthe permanent Collection. It is ttoped that once this is completed 811 items held within Ihe Collection will be photographed and complete details will be catalogued on our digital sy8tem. It will hèlp the Collections Team identlfy item8 that need consèrvation ond further rese8rch. Four of the Collections Team ore trustees. The need tor an irwentory w8s prompted by a Collections Care Audit for which a grant from AIM was obtained. This audit also helped us identify other issues that affect the Collection such as light levels and humidty control. We have taken steps to mitigate the rlsk vthere can. Our largest expendlture is the cost of energy particularly as we must keep dehumidifier$ running most of the time. We need to heat the buildingthroughout the year, even when we 8re closed to the public. to ensure the air t8mpeiature stsys within the recommended level of not less than 14 degrees. When our volunteers are in the building the temperature needs to be higher for their comfort. The Trustees decided to install 8oL8r panels on the southe8Stern side of the roof together with b8tteries1inverters within the building to store electricity. We intend to sell surplus electricity baek to the grid particularly during the summ¢f months. We hope that this will offset the cost of energy in the Wintef and overall, substantl8lly reduce our annual energy costs. There are substsntial environmental benefits to this installotion as well which improves the museum's environmèntal lootprint. We were fortunate to be able to fund the installation from our capitsl reserves and we are sure reducing our energy cogts now and into the future will be of great benefit, not least to the museum's financial viability. We are ple8sed to now be supported by our new museum mentor Clare Wa118ce Curator of Suffolk & C8mbrid¥eshlie Regiments Museum. The coming ye8r ¥￿1{, we hope. see the completion of the inventory of the Collection. We 8180 antiCiP8teth8t the Friends of Woodbridge Museum will merge with Woodbridge Museum CIO. Our shop continues to be a substsntial source of income. and are gr8tetul to our volunteer who h89 Put in many houis of work to source new stock and display it. We plan to continue to support her in widening the choice of goods on s81e. We 8re also grateful to our volunteef stew8rds as without theirwork we couldny function. We plan to Increase our number of volunteers during the comingyear. The Tru8tee8 declarethat they have approved the Trustee$. report above.

Signed on b alf of the charity's trustees Martin Sylvester. Ch81r Date....... 0..￿..... ￿.¢ 42024

Woodbrld8e Museum Charity No. 1194042 3110312024 Balance Sheet- Year endlng 3V0312024 31103123 Funds & Hxed assets General fund Reserve BIF ExcesslDefic ReSt￿e CIF Developmentfuftd Reserve BIF Xfr to General Fund ReSe￿e CIF Malnialance fuThl 45,063.68 1,097.91 46.161.591 46,161.59 3,350.05 49.511.64 rin8-fenced 69,442.551 -5.394.90 64,047.65 64,047.65 45,150.56 |de¥eloprnent after site move 18,897.09 rln4-fenced sinkln8 fund 9.640.02 3,760.W | 13,400. 13,400.C¢) 6,500.(M) Xfr from General Fund ReSe￿e CIF Fixed assets 9,942.85 | lue 8IF 3,886.68 | New fixed assets -2,489.33 | Lèss deprnciat5on 11.340.20 | Value CIF 134.949.441 Sum of all funds & fixed assets |SeeTable 3 19,900.rxJ 11,340.20 474.65 -2,260.30 118% of value IION Kscrnppedl 9.554.55 97.863.281 |Assets Uquld assets 30.607.51 | Bank account 79,184.24 | Bulldin¢ society 85.73 | Petty cash 115.291.79 | 5.588.54 74.087.47 89.85 79.765.86 Non-llqukl a55ets Flx•d assets valu8 Shop Stock @ cost 11,340.201 8.317,45 | 19,657.65 | 134,949.441 Sum of all assets 9,554.55 .542.87 18,097.42 97.863.2B Treasurer Mike Cullington Independent Examlner. Rlchard Honley

Woodbrldge Museum Charity No. 1194042 3110312024 Pmftt & Lms attount-YaYendlni 3110¥2024 Wojlzj (uvr•nt Next Noi•s Incom• Donation5 8.110￿1 2.281.49 3.287£ty1 9.997.68 iO,SU.44 2316.32 8.9C¢.￿l 2,41KS.(WJ Glh Al Grnnts Ili5ted below) Shop irntome tTII Turnowr Interest N•t ltttam• 15,940.31 SeeTible I 829.66 24,505.88 2,381.88 1.6ts).C 373n.95 Oul80ir O¥rallty Exwr&•s EThergy Water CDmmunk•tiC4h5 WTC ¢h•T84 matntenance Othgrmt¢Y. 3,989th1 40S.451 374.30 340.60 4,152.87 2Z3.C 413.C 654.22 L038.64 IM41.81 315.C 568.40 252.CKI Card fee5 Y57. tsulhllng Insurance 346.58 Contents I￿ur•T L234.19 Secudty 218.40 turatortal 3.239.93 xtrto Malntrrb3ntÈ FL¢nd s,5￿. 3.Cth.Cp)I 220.O)1 4dO.OJI 5CQCb)I | 1.5W.OJI I.0￿.C I.269￿7 510.93 271.rKI 171.66 423.10 1,092.91 175.2C> 5,024.24 a.7￿.1X)I I7,768.￿) Adrnl IrKJ. É180GAthtMttd 250.1X) 1,7rx>. | 4.LKX>.ryJI 1.7Tr).(K)Ike ￿$t￿ethd ¢VAttts 15eeTable3 s￿74 33420 338.12 9,404.99 6,963.13 Atqukgillo Miycdljneous shop ouoiry trii 187.96 254.15 7,g54.95 LLW.(NJ 150.1YJ LC(Q.INJ 150.ryj SeeT•blt I 8,397,16 lknk>pm?nt Fund 14ew 0$5ets Infrastnirture Consuhtion Inetsrporaifng Frle¥vJ5 Totsi de¥￿0￿mert CCSt5 Xfrfrorn Devdopmentfund 3,693AO 1.505.70 195AO omi 5.394.901 5.394.90 4￿.99 43.279.57 L380.IXI | 2.CW,ts)I |30.CW.WI o.coi | i.LYX).￿l |33.rix>.crfJi | 33,OCKJ.(NJI o.wi INotreplKements 45,ISO.$6 45,150.56 l Ma1nt•mn￿ Fund omi Totrl expendf(ure OD) 18.689.14 Not (Wln ZBJ51.90 R•5ts1ct•d Grnnts& Dohmlhms rnourt 8D. Cquis ons onamn 1.050.(K) Curatodal Gr)nt- Isaè¢ lthnson mip repalr sav Art FrJÈnds Suwolk KIX)3 131IV23 Ml*e Culllwroft

Charity No. 1194042

Woodbridge Museum

31/03/2024

Table 1: Shop Profit & Loss - Year ending 31/03/24

Budget Budget
31/03/23 £ £ £ £ Current Next Notes
Income
9,997.68 Turnover 15,714.89
Opening stock @ cost 8,317.45
8,317.45 Closing stock @ cost 8,542.87 Database stock @ 31/03/24
Stock increase/decrease @ cost 225.42
15,940.31
Outgoings
8,576.98 New stock purchases 7,733.44
Replacement of stock losses 126.27
700.00 Design work 0.00
128.01 Sundries 95.24
7,954.95
5,423.33 Proft 7,985.36

Table 3: Maintenance Sinking Fund*

This Year: 2023 128.6
Item Installed Year CPIH Index Cost Current Cost Lifespan Annual Cost Sinking Fund rqd
Cladding 2018 106.0 60,000 72,792 20 3,640 18,198
iPad 2020 108.9 509 601 7 86 258
Laptop
2020 108.9 779 920 5 184 552
Ofce Computers 2021 111.6 2,700 3,111 7 444 889
Solar panels 2023 128.6 5,929 5,929 25 237 0
Solar Inverters 2023 128.6 3,808 3,808 11 346 0
Solar BaXeries 2023 128.6 14,603 14,603 12 1,217 0
Total Fund required: 19,900
Fund B/F: 13,400
Xfr to Fund: 6,500

CPIH Source:

https://www.ons.gov.uk/economy/inflationandpriceindices/timeseries/l522/mm23

Title CPIH INDEX 00: ALL ITEMS 2015=100
CDID L522
Source dataset ID MM23
PreUnit
Unit Index, base year = 100
Release date 14-02-2024
Next release 20 March 2024
Important notes
2015 100.0
2016 101.0
2017 103.6
2018 106.0
2019 107.8
2020 108.9
2021 111.6
2022 120.5
2023 128.6
2024 130.0 estimate