TACCON'I GRt.EN & CO THE NORRIS MUSEUM Wherever Your Curlosity Takes You HERBERT ELLIS NORRIS LIBRARY AND MUSEUM REPORT AND FINAN IAL sTATEMErs R THE YEAR ENDED 31 202 REGISTERED CHARITY NUMBER 311799
TACCONI GREEN& CO HERBERT ELLIS NORRIS LIBRARY AND MUSEUM CONTENTS OF THE FINANCIAL STATEMENTS R TH DED 24 Trustee's Annual Report Independent Examlner's Report 10 Statement of Financial Activlties Balance Sheet 12 Notes to the Flnancial Statements 13-15
TACCONI GRE,EN& CO THE NORRIS MUSEUM Wherevei Your Curioslty Takes You Herbert Ellis Norris Llbrary and Museum Trustee's Annual Report For the Year Ending 31st March 2024 Report Contents Page Organlsation Structure Hlstory and Background Charitable Oblectives Charitable Purpose Charitable Actlvltles - Collections Learning & Outreach Community Projects Achievements and Performance Visitor Numbers Volunteer Numbers Museum Locally and Nationally Flnancial Revlew Reserves Investments Expenditure Income Fundralsing Trustee's Responsibilities Statement Page11
"rALLUNI GREEN & CO Organlsatlon Structure For over 40 years St Ivas Town Councll has been the sole trustee for The Herbert Ellis Norris Library and IAuseum (also known as The Norrls Museumrrhe Trust) and has demonstrated its on-going commitment to The Norris Museum through its active management and provision of financial, management and human resource management and support. In partlcular it employs the staff, funds staff related costs such as travel, and Covers utiltties costs, office equipment and stationery, plus building repairs and malntenance costs. Principal charlty address: The Town Hall, Market Hlll, The Old Riverport, St Ive8, Cambs, PE27 SAL. Charity Number: 311799 The management of the charity is through the Town Council as sole trustee with support from three members of The Friends of the NorrSs Museum. The Councll supported the Museum through the Huntingdonshire's Heritage re-development work match-fundlng of 8pproxlmately £45,000 (development and dellvery phases) and by managlng the Trust's Involcing and cashflow. The Norrls Museum 13 embedded within the Council's 2020-2025 Strateglc Action Plan and supports the Councll deliver on a range of objectlves including herltage, tourism, education and professional standards. In addition to the Huntingdonshire's Heritage Project, the 2020-2025 Strategic Action Plan Includes longer term projects such as supportlng the Museum Rationalisation Programme and enabling exploration of ways to make the Museum more Intellectually accessible. To achieve this plan the Coundl Is committed to continulng to contrlbute to staff and building related costs. In the operatlon of the Trust the Town Councll. when making declslons as the sole trustee, have due regard to the Charity Commission's public benefit guidance when exerclsing powers or duties to which the guidance is relevant. Hlslory and Background Opened in a purpose-built location In the town of St Ives in 1933, Its collections of documents, books, palntings, and other Items relating to the former county of Huntingdonshire were assembled by St Ives born local amateur historian and photographer Herbert Norris over many years. Herbert Norris Ilved mostof his adult Ilfe in Cirencester but continued to amass relics of his home county of Huntingdonshire, vAth the hope that one day he would return to the county and have a museum to show his collectlons to the residents of the area. He died in 1931 and bequeathed hls collections together with the bulk of hls estate to St Ives Borough Council. Acting upon Norris. wishes, the Borough Council used the funds to buy the site and build a museum, with some provision for future maintenance. The 'Norris Library and Museum Trust. was estsblished, the sole trustee being the Borough Council. The governing document for the Trust 18 the will of Herbert Norris. proved on 27 May 1931 . Page12
TACCONI GREEli & CO Some of Norris, estate was used to purchase 'York House,, an early 19th century dwelling adjacent to the Museum, as an investment property. The balan was put to creating a porffolio of bonds. stocks and shares, apparently wlth the intention of providing a capital sum which would provide a regular annual income for the Museum. The Museum and House were deslgned by the Huntlngdon ecdesiastlcal architect Sidney Inskip Ladds and built between 1931 and 1933. Inskip Ladds demollshed the older maltings building that stood on the site, but retalned its plinth foundation, the stones of which were probably taken from the ruined St Ives Priory centurles before. The Museum was officially opened In September 1933. The Gollectlons grew steadily. and in 1959, the old Huntingdon Museum wa8 closed and most of its collections were transferred to The Norris Museum. It was not until the mid-1960s that a professional museum curator was employed to look after the collections. As a result of Local Government reorganisation in 1974, the Museum was transferred to St Ives Town Councll. In December 2015 the Museum closed for a perlod of eighteen months to undergo a complete redevelopment. Thls was funded by the Heritage Lottery Fund and by grants and donatlons. In July 2017 Dr Alice Roberts officially reopened the Museum to the publlc and a festival weekend was held to celebrate the occasion, There has always been a policy of free admlssbn to the Museum. Charltablo Objectlva The stated oblective of the Trust is to provide a Ilbrary arKI museum for use by and for the advancement of the educatlon of the public. as far as posslble separate from any library to whlch the statLrtes shall apply. Charltable Purpo80 The purpose of the Norri5 Museum is to collect, preserve. document, interpret and display materlal relating to the history of Huntlngdonshire. It serves to educate, Insplre, entertain and inform the wldest possible audience by communicating the knowledge, understanding and enjoyment of its collections. Page13
TACCONI GREEN & CO Charitable A¢tlvities Collaclions The Museum collections total approximately 35,000 objects snd cover different perlods and types. Including palaeontology, archaeology and social history. There is also an extensive and diverse library and archive with collections of printed books and pamphlets, manuscripts, maps, photographs, newspapers and newspaper Guttings, works of art on paper and easel paintings. The colltiOnS relate to the geographiGal area of what was the County of Huntingdonshire. The Museum Gollections are made up of the orlglnal Herbert Norrls collection, items deposited at the Museum since 1931, and a large collection of objects from the Huntingdon Literary and Scientlflc Instttute, when the Huntingdon Museum closed down in 1959. A signrficant amount of developmental work was undertaken to prepare for, arK4 as part of, Huntingdonshir8's Heritage. A full Inventory of each indlvidual item In the social hlstory collection now exlsts and each object has been photographed. A full Inventory W8s also made of the Llbrary collectlon. A particular consequence of Huntingdonshire's H8n'tage is that the collections are now stored In better condltlons and in 3torage more akln to best practice. The Library and archive collections are stored on bespoke roller racking in the old curatorfs house providing a better environment and ease of access. The attlc and York House stores have improved insulation and, worklng within the restrlctions of the space (and the listing of York House), have been made more accessible. Leamlng & Outreach The Museum's Learning and Outreach programme has grown signiflcantly throughout Huntingdonshire's Herit8g8. This was posslble due to Heritsge Lottery Fund Investm8nt 5n extending the Learning and Outreach Offlcer post (prevSously Assistsnt Curator) from 20 hours to 37 hours for one year. In June 2017 St Ive8 Town Council agreed to continue thls additional fundlng and made the post permanently full time. During the financial year 2023124, actlvlty included.. Plannlng and development: Revlew of resources and planning documents Review and reformatting of risk assessments Creatlon of teacher information sheets, update webstte Infomialion and more. Development of an early years programme School ses8ion6 After a year of virtual contacl, and thereafter hybrid sessions due to the pandemic, 2023124 saw us build momentum with successful delNery of 20 schools. sessions, engaging with 633 children from local schools throughout the year. Page14
TACCONI GREEN. & CO Talks programme The Museum offers a broad range of talks offered to groups and organisations in both thelr own venue and al the Museum. The uptske for this programme has increased signfficantly slnc6 before redevelopment. Town tours programme Town tours were piloted In 2014 as part of the development phase of Huntingdonshire's Hen'tage. They run between May and September when the weat is most conijucive to a walklng tour. They are offered as ticketed events as well as bookable for visiting groups and societies. Each year new tours are developed and slnce reopening the museum in 2017 the museum has built up a team of enthusiastic volunteers to deliver the town tours. Major Museum events Our major events programme usually features three events a year. Thls is where the whole Museum Is taken over for a themed event. Th88e events are timed to coincide wlth the Easter, summer and Chr18tmas school holldays. Previous events In the past have Induded Spuds, spam, slrens and stkrup pumps a 1940s Home Front day,. Medleval Wool Fair a day experiencing St Ives In Its Medieval prlme; Plahlmes of the P8St where famllies explored games and play through the centurles and The Norrls Mus8um reopening weekend where the theme was celebrating the new Museum and we welcomed over 2,500 people through the doors. These events often include external re-enactors or demonstrators who make a real impact and add signrficantly to the experience for vlsitors. Famlly evant8 Family events take place throughout the year Includlng during school half term holidays. They also include the popular annual event developed and dellvered in partnership wlth Holt Island. These events occasionally Involve external partles and a mixed range of themed activities, crafls and collectlon-based experiences for visltors. Refreshments are also Seed and used to raise funds. Without the enthuslastic help of volunteers, we would not be able to offer such a varie(I programme of events arKJ actlvlties. During 2023124 family events have included micr03cope workshops, 'Meet the archaeologist, day, 'mini museum expbrers,, alongside many craft workshops. We also acted as a host for the national initiatlve, 'Heritage Open Days,. We engaged with 1022 adults and children as part of thls programrne. Famlly drop In actlvltles Family drop4n actlvities are currently run mainly during the summer holidays and provide a range of crafts for children and families to do together. Often. they are themed to connect with the Museum's collection or current exhibition. Booked group s•sslons These sesslons are based on the very popular Museum on the Move programme that we ran when the Museum was closed. The demand for these sesslons has continued and so this strand of activities can Page15
TACCONI GREEN & CO now b8 LKJoked by groups such as Brownies or Cubs and can take place in the Museum or at the group's venue. Toplcs include mammoths, fossils and day work. Under 5s sesslons By getting to know our audiences we implemented a programme of sessions specifically tailored to the under 5s as part of the Huntingdonshire's Heritage. This includes the sessions delivered as part of the annual Book Jam. During 2018 the Learning Officer created the Pebbles Club in response to parents asking for something on Saturday momings tallor-made for children aged between 3 and 6 years old. The sessions include stories and creative play. Parents, grandparents and guardians are encouraged to join in the activities with the children. We continue to develop (r Early Years offer and have piloted sessions in collaboration with the Early Years Foundation Stage Standards to help to shape our programme. Events and workshops for adults Events and workshops are now estsbllshed as part of The Norris Museum's programme. The events and workshops on offer are designed to complement the programme of exhibitions and take the fo of talks, demonstration8, partlclpation activities and craft vrforkshops. Communlty Proj The museum offer8 very broad, wlde rangSng and bespoke opportunlties to work wlth the wider community. By getting to know our local communlty we have been able to develop and Implement programme of informal and formal actlvities and projects which have been specrfically tailored to our community needs. The sessions we deliver are designed to complement the museum's collection and include object handllng, craft activities (using the collectlon as inspiration) 8nd reminiscing. Projects and outreach throughout 2023124 engaged with some 3100 individuals, through our varied communlty programme: Men's Group Love to move Reminisciw at the Museum Reminiscing at many local Care Homes SupFxXting Riverport Choir Arts on Prescription SENSE students. programme Young Carers KICK Create project Snowman trail project Museum Takeover Day St Ives Day Centre Page16
TACCONI GREEN & CO CATS Papworth RAF Reminiscence Achiovements and Pèrfornianco The Museum opened after its redevelopment on 2W July 2017. Opening hours are as follows: Monday to Saturday: 1 Oam - 4pm, year-round. During these times the garden, permanent gallery. exhibition gallery and toilet faclllties are open to the public. The Museum ordinarily doses during the Christmas period, between Chrlstmas eve, and the day following the New Yearfs Day bank holiday. Vl8ltor Number8 In 2023124 Aprll May June 1,683 1,101 1,195 1,660 2,033 1.628 July August September October 1,687 1,106 758 November December January February March 854 1,075 1,170 15,950 Total Volunteer Hour8 It would be impossible for the museum staff to run such a high-quallty museum service that engages with the local Community on and off slte without the help arKI support of our volunteers who help with the collections, school vlslts, exhibitions and events and much more. hlusoum Locally and Natlonally In 2023 the museum most notably received the m08t signrficant acquisition in its history- The Muddy Hoard. A Roman hoard, Containing some 9.2k coins, across the reign of 14 Emperors and 1 Empress and Includes 8 previously unrecorded coin denarius of Emperor Tetricus l. Given the quantity, Page17
TACCONI GREEN & LO composition, 8nd quality of some of the coins, it could be counted as being one of the ten most slgnificant Roman coin hoards yet found in the UK. The Norris Museum contlnued to work alongside fellow museums withln the local. regional and national networks to identify peer support throughout the unprecedented tlme Imposed by the pandemic. Thls has brought encouragement and learning to the museum to continue to support and enrlch the community, as well as continuing to fulfil its museum remit as fully as possible. Flnanclal R•vl6w Reserves At the current time the Trust does not have a reserves pollcy In place. It was anticipated that one would have been adopted by the end of the year to 31 March 2024. However, due to change8 In staff, this has been delayed. It Is, however, in hand with adoption expected in the year ended 31 March 2025. Inv•8tmont8 As part of the bequest the Museum Trust has an Investment portfolio to manage which increased in value by £5,978 during the fSnanci81 year. York House is owned by the Museum Trust. It is rented to private Indlvidu8ls on a 6-month terncY and benefited the Museum with rental incorne of £16,600 during the financial year. The Trust uses an external local man8gement company to manage the tenants and any issues they raise as y11 as ensuring that the monthly rent Is pald promptly. The Museum Trust pald an annual management fee of £2,663. Expendlture During the 2023-24 financial year total expenditure was £88,523. Income The income recelved during the year was £84,709. Of this £39,069 was grant income towards the redevelopment and associated projects. The Learnlng and Outreach activities contrlbuted £10,352 in Income with the remaining comlng from small grants, donations. investments, retall sales and York House rent. Fundraislng Throughout the year the Norris Museum refocused on fundraising. In total £7.910 was achieved In donations and successful grant applrcations. Page18
TACCONI GREEN & CO Trustee's Responslbilities Statement The trustee is responsible for preparing the Trustee's Annual Report the financial statements in accordan with applicable law and United Kingdom Accounting Standards (Unite(f Kingdorn Generally Accepted Accounts'ng Practs'ce). The law applicable to charities in England & Wales requires the trustee to prepare financial statements for each financial year whlch give a true and fair view of the state of affairs of the charty and of the incomlng resources and application of resources of the charity for that period. In preparing these financial statements, the trustee Is required to: select suitable accounting pollcles and then apply them consistently. ob8eNe the methods and princlples in the Charities SORP 2019 (FRS 102); make judgements and estimates that are reasonable and prudent. state whether appllcable accountlng standards have been followed, subject to any material departures disdosed and explained In the financial statements; prepare the financlal statements on the going concern basis unless It is inapproprlate to presume that the charlty will continue Sn operation. The trustee is responsible for keeplng proper 8ccountlng records that dlsclose with reasonable accuracy at any time the financial posltion of the charity and enable them to ensure that the financial statements comply wlth the Charltles Act 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguardlng the assets of the ch8rity and hence for taklng reasonable steps for prevention and detectlon of fraud and other Irregularltles. Slgnod for and on béhalf of th8 Tru8t•• by Llbby Whlte- Town Clerk, St.Iv08 Town Counell Dated: 3) goi< Page19
TACLX)h'l GREEN & CO INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEE OF HERBERT ELLIS NORRIS LIBRARY AND MUSEUM I report to the charity trustee on my examlnation of the accounts of the charity for the year ended 31 st March 2024 whlch are set out on pages 11 to 15. Re8ponslbllltl08 and basls of report As the charity's trustee you are responsible for the preparation of the accounts in accordance wlth the requirements of the Charities Act 2011 ('the Act,). I report In respect of my examination of the charitvs accounts carrled out under section 145 of the Act and In Carrying out my examination I have followed all the applicable Directions glven by the Charity Commission under section 145(5){b> of the Act. Independent axamlnorfs statement I have completed my examination. I confirm that no materlal matters have come to my attention In connectton wlth the examination glvlng me cause to belleve that in any material respect: accountlng records were not kept in respect of the charity as requlred by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply wlth the appllcable requlrements concernlng the form and content of the accounts set out in the Charities (Accounts and Reports) Regulatlons 2008 other than any requlrement that the accounts give a 'true and fair view, whlch Is not a matter consldered as part of an ind8pendent examinatlon. I have no concerns and have come across no other matters In connection with the examination to which attention should be drawn in thls report in order to enable a proper understanding of the accounts to be reached, K F Green {FMA4T) 32a East Street St. Ives Cambs PE27 5PD Dated: Page | 10
HERBERT ELLIS NORRIS LIBRARY AND MUSEUM TALCONI GREEN & CO STATEMENT OF FINANCIAL ACTIVITIES FOR T NDED AR 24 Unrestrfctad R68trICt Endowment Funds Funds Funds Total 2024 Total 2023 INCOME SITC annual granl Other grant Income Outreach income Other donations Bank Interest & dividends received Shop sales York House income Bridge Chapel income CommunSty room income 34,000 34,000 34,500 5,069 10,132 10,352 13,864 2,841 3,914 8,395 3,087 6,752 6,530 16,600 11,093 590 320 110 5,069 10,352 2.841 8,395 6,752 16,600 590 110 TOTAL INCOME 84 709 83,440 EXPENDrruRE Grant expenditure SITC grant Stock purchases Olher 5,069 5,069 1,5UX) 27,262 36,200 4,460 2,337 51,733 40,340 27,262 4,460 51,733 TOTAL EXPENDITURE 83,454 5,069 88 523 80 467 Not Income l (Expondlture) {3,814) (3,814) 2,973 Galn l (Lo88) on Invostment A88ats 5,978 5.978 (6,887) Surplus l {DeficFt) for the yr 2,164 2,164 {3,914) Accumulated Fund brought forward 325,343 325,343 329.257 A¢cumulat•d Fund carrled forward 327.507 327 507 325,343
HERBERT ELLIS NORRIS LIBRARY AND MUSEUM TACCONI GREEN & CO BALANCE HEET AS AT 1ST MARCH 2024 Unrestrlcted Restrlcted Endowment Funds Funds Funds Total 2024 Total 2023 Noto Flxed Assets Investments 154,363 154,363 148,385 154,363 154,363 148.385 Current Asset8 Debtors Cash at bank & in hand 5,837 207,980 3,837 207,980 8,565 169,909 Total Current A88et8 211,817 211817 178,474 Le88 Current Llabllltle8 Credltors (38,673) (38,673) (1,516) Net Currént Assets 176,958 Total A880ts 327,607 327 507 325,343 Repr•80nted by Income Funds Unr•8trlcted fund8 327,507 327,507 325,343 Rtcted funds TOTAL 327,507 327,507 325,343 These accounts were approved by the trustee and signed on their behalf by: Libby White - Town Clerk, st.lves Town Council Dated: 30 JAAUAW 2ozS- Page112
HERBERT ELLIS NORRIS LIBRARY AND MUSEUM NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024 TACCONI GREEN& CO Note ACCOUNTING POLICIES Basis of pr•parlng th• flnanclal ststem•nts The financial statements of the ¢harltable company. which Is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accountlng and Reporting by Charities.. Statement of Recommended Practice appllcable to charities preparlng their accounts in accordance with the Flnancial Reporting Stsndard applicable in the UK and Republic of Ireland {FRS 102) (effectlve 1 January 2015),, Financial Reporting Stsn(Jard 102 The Financial Reporting Standard appllcable in the UK and Republic of Ireland, and the Charities Act 2011. The flnancial statements have been prepared under the historical cost convention. The financial ststements have been prepared to give a 'true and fair, view and have departed from the Charities (Accounts and Reports) Regulats"ons 2008 only to the extent required to provide a 'true and fair view,. This departure has involved following the Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing thelr accounts in accordance wlth the Financial Reportlng Standard app15cable in the UK and RepublSc of Ireland (FRS 102) Issued on 16 July 2014 rather than the Accounting and Reporting by Charities: Statement of Recommended PraGtlce effective from 1 Aprll 2005 which has since been withdrawn. The financial statements are prepared on a going Goncern basls under the historical cost convention, modrfied to Include certain items at fair value. The financlal statements are presented In sterling which Is the functional currency of the charity and rourKled to the nearest pound. Income All income is recognlsed in the Statement of Flnancial Activities once the charity has entitlement to the funds, it is probable that the income wlll be received and the amount can be measured reliably. Expendlture L18billtles are recognlsed a8 expenditure as soon as there is a legal or nstruCtIve obligation commltting the charity to that expenditure. it is probable that a transfer of economic benefrts will be required in settlement and the amount of the obligation can be measured reliably. Expenditure Is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attrlbuted to particular headings they have been allocated to activities on a basis consistent with the use of resources. Investments Investments are included at market value at the balance sheet date. The Statement of Financial Activities includes net gains andlosses arlslng on revaluations and disposals throughout the year. The artefacts in the museum are not tyought into the accounts at cost or valuation because the trustees consider that they have no value other than as part of the collection. Fund accountlng Unrestricted funds can be used in accordance with the charitable objectives at the dlscretion of the trustees. Restricted funds can only be used for partlcular stricted purposes within the objects of the charity. Restrictions arlse when specrfied by the donor or when funds are raised for particular restricted purposes. Page113
TACCOh'l GREEN & CO HERBERT ELLIS NORRIS LIBRARY AND MUSEUM HEA UNTS FOR YEAR ENDED 1STM OTES T 024 Note TRUSTEES. REMUNERATION AND BENEFITS There were no trustee's remuneration or other benefits for the year ended 31 st March 2024, nor for the year ended 31 March 2023. Trustea6' oxpensos There were no trustee's expenses paid for the year ended 31 st March 2024, rr for 2023. STAFF COSTS The average number of employees during the year VRS as follow: No employee8 received emoluments In excess of £60,000. INVESTMENTS 2024 2023 COIF Flathbones 8,255 146,108 7,570 140,815 154,363 148,385 During the year to 31st M8rch 2020, £100,000 of the grants received was invested with Rathbones In additon to existing shareholdings that were transferred to Rathbones on 20th December 2020. DEBTORS 2024 2023 Trade debtors Prepayments VAT 445 2,199 1,193 658 1.458 6,449 3,837 8,565 CREDITORS 2024 2023 Trade creditors SITC Receipt in adv8nce Accruals 3,796 33,425 658 794 17 841 658 38,673 1.516 Page114
HERBERT ELLIS NORRIS LIBRARY AND MUSEUM TOTH CCOUNT R THEY AR END 1STMAR TACCONI GREEN & CO NOT 2024 Note MOVEMENT IN FUNDS Asat 1.4.2023 Net movement in funds Asat 31.3.2024 Unrestrlctgd funds 325,343 2.164 327,507 R•8trlcted funds TOTAL FUNDS 325 343 327 507 Net movement In funds, included In the above are as foll0v. Incoming resources Resources expended Gains & losses Movement In funds Unre8trlct•d funds 79,640 (83,454) 5,978 2,164 R•8trlcted fund8 5,069 5,069 TOTAL FUNDS Page115