## **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|
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**Names of the charity trustees who manage the charity**
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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|||
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– 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**