2024-12-31-accounts

Trustees’ Annual Report for the period

From 1[st] January 2024 Period start date to 31[st] December 2024 Period end date

Charity name: Wellington Museum Society

Charity registration number: 801321

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The Society’s primary purpose is to run Wellington Museum
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The Society also publishes books and documents on local history topics. It organises public events that further local knowledge of history. It attempts to answer enquiries from the general public on local history matters. It hosts guided tours of the Museum for other organisations and schools.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees are aware of the guidance. The trustees take the guidance into account when making a decision to which the guidance is relevant. The trustees only decide to depart from the guidance if they have a good reason for doing so.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
	Para 1.38
Policy on grant making
	Para 1.38
Policy on social investment
including program related
investment
	Para 1.38
Contribution made by
volunteers

Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The Museum is open to the public for most of the year. The Museum has many publications on local history. The Museum welcomes visits from school parties etc.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Bank balance £63538.72
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Most of the money came from a one-off donation and is earmarked for a refurbishment of the Museum. A reserve will be held for contingencies.
Amount of reserves held	Para 1.22	Approximately £2000
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	All the work is undertaken by and reliant on unpaid volunteers.

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:		Trust deed
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed and Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Voluntary

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Wellington Museum Society
Other name the charity uses	Wellington Local History and Museum Society
Registered charity number	801321
Charity’s principal address	28 Fore Street Wellington TA21 8AQ

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 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)
	Mark Raymond Lithgow	Chair
	Michael Howard Perry	Treasurer
	Gillian Taylor	Secretary
	PaddyGray	Vice Chair
	John Hamer	Website Manager
	Patricia Dillon
	Katherine Abby Swaine
	Michael John Menhenitt	Press, Media & PR

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Michael Howard Perry Full name(s) Mark Raymond Lithgow

Position (eg Secretary, Chair Treasurer Chair, etc)

Date