## **Charity Commission Narrative 26 September to 31 March 2024** 

## Introduction 

In September 2023, the Epping Forest District Museum Trust was established at the Charity Commission under charity number 1204614. 

Working alongside consultant Sam Hunt, trustees were recruited and appointed, including Holly Whitbread as Chair, Helen Kane as Treasurer and Gill Wallis and Shane McNamara on the 30 August 2023. Patience Wilson as Secretary and Clover Colquhoun, Elin Simonsson and Ashley Harker were appointed on 11 January 2024. 

Governance of the museum is held by the Board of Trustee who have met every two months since there appointment. 

On 12 February 2024, Ian Channell was appointed Museum Manager having previously held the role of Collections Officer at the museum from 2020-2023. Ian took over management of the museum following vesting in April, assuming the position from James Carstairs, Interim Museum Manager. 

On 1 April 2024, Epping Forest District Museum Trust officially took over management of Epping Forest District Museum from the district council. 

## Recruitment 

Since his appointment in February, Ian has been actively recruiting staff for keys posts. 

Following interviews in February and March 2024, Amy Stock was appointed Collections Officer on 2 April 2024, Dee Vijayakumar as Learning Officer on 4 April 2024, Charlotte Coombes as Community Engagement Officer on 23 April 2024, and Philip Langley as Museum Technical Officer on 3 June 2024. 

## Business Plan 

A draft Business Plan, initially compiled from February to March 2024, along with an associated Risk Register and 2024-2025 Activity Plan, were approved by the Board of Trustees on 16 May 2024. 

Strategic objectives within the Business Plan seek to achieve financial sustainability, develop further community engagement opportunities, manage collections and estate to best practice museum standards, secure local, district and county partnerships, and strengthen and fortify the organisation. The Business Plan will be reviewed by the Board in 2026. 

## Engagement 

The Museum is currently running the temporary exhibition ‘Towns Through Time’ which showcases a selection of photographs from the collection, revealing life in the main district towns from 1870 onward. Having opened on 7 February 2024, the exhibition will run until Quarter 1 2025. 

## Funding 

Epping Forest District Council will be providing a funding envelop to the Trust by way of a 4-year service level agreement. 



The museum generates income through shop and event sales and via donations and external funding. 

Staff are actively applying to various grant givers, including Arts Council England and the Society for Museum Archaeology amongst others, for additional projectbased funding. 



Epping Forest District Museum CIO
Charity No
1204614
Annual accounts for the period
0610912023
P￿10d startdatè
3110312024
Section A Statement of financial activities (including
summary income and expenditure account)
Ro$trlct•d
incom•
lund$
Recommended catogorle$ by a¢tlvty
Unrestrlct•d funds
T•)tsl fvnds
Income (Note 3)
In¢ome from:
F01
F02
F04
DonaU(Ybs
570
6,200
570
6.200
EFDC Grant FLmdlrvJ
Bank Inlerest
Othèr
Total
Expendlture (Notes 6)
Expendrlur• on:
charilab￿ aclwts85
,771
5,686
500
5,686
500
Govem
Other
Total
6.186
,186
Net Incomel(expenditure) before tax for
the reportlng perfod
Tax p8y4ble
585
585
Net incomel(expendllurel after tsx
before Investment galnsl(losses}
N619aSnsllb559s1 ¢)n
Invastrnents
585
585
Net in¢omel(expendlturel
585
585
Reconclllation ol
fvnds..
TotBI funds brtwht forward
Total funds carried fonvard
585

Epping Fore51 District Museum
1204614
Section B
Balance sheet
Unrestrictgd Ro$trl¢ted
funds
Incomo funds
Total Ihls
year
Total last
Current assets
Cash at bank and in hand (Note 4)
Total current assets
Credltors: amounts falllng due wlthin
one yoar
{Note 51
2,245
2,245
Net Current assetsl(liabilitiesJ
Total assets less Current liabilities
Total net assets or Ilabilltlos
Funds of the Charity
Restricted in¢ome funds {Noto 27)
Unreslrlcted funds
585
585
585
585
Total funds
Date of
approval
ddlmml
Signed by one or tNStees ￿ behalf of all the trustees
Print Nam6
Ms Helen Kanè
Ms Holly Whilbread
Si9natur8
Dale
ddlmm
CC17a (Ex¢ell
1810612024

Sectiun C
Notes to the accounts
Icont
Noté 3
In¢omo
Anaty8i8 of in¢om•
knd•
fvnd•
DDn•lion8-
Donations and lfts
Ganeral graTht$ provided by
v8rnmenVotherchanti8¥
Donated oods, fa(alilies and serwce8
6,200
10
6,200
Total
6,770
6,770
In￿mI from
SrNp¥trne*ts.'
Intèmst Itxome
Total
TOTAL INCOME
6.771
6.771
Note 4 Cash at bank and In hand
Cash at bank and on hand
2,830
Total
2,830
Note 5
Creditors and accruals
5.1 Anatysi"s of Creditors
Amounts fdllng due wthin one year
This year
Aecwals
Taxath)n and social security
1,745
Total
2,245
CC178 IExGdl
1810612024