Finance Score: -5

Governance Score: 3

Support Score: 2

Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3

Overall weighted support: +2

Overall GiG Score: 0

THE JENNER TRUST

The principal object of the charity is to preserve the property known as The Chantry at Berkeley in the County of Gloucestershire being the property wherein the late Dr Edward Jenner (1749-1823) lived and died as a permanent memorial to Edward Jenner his life and his work (both in local community affairs and in Immunology) and his memory.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£45	£80	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£131	£90	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£177	£79	£98	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£101	£105	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£86	£85	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£60	£97	£-37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£135	£105	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£118	£143	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£83	£135	£-53	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

https://jennermuseum.com

info@edwardjenner.co.uk

01453810631

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Provides financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Gloucestershire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to The Jenner Trust
£5,000	07/08/2020 2	Renovation and restoration of accommodation at The Chantry, historic home of Dr Edward Jenner
National Lottery Heritage Fund - Grant to The Jenner Trust
£33,200	13/03/2019	Safeguarding the future of the birthplace of vaccination

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CARL PETER JENNER Appointed: 2014, Occupation: Accountant

CATHERINE DENISE STATHAM (Chair) Appointed: 2018

DR JONATHAN STEEL Appointed: 2023

DR TIMOTHY BADEN WALLINGTON Appointed: 2014

FERGUS DEVLIN CONNOLLY Appointed: 2023

ISOBEL MILNE Appointed: 2023

JONATHAN RICHARD FINCH Appointed: 2018

ROBIN OLIVER MARKWELL Appointed: 2020

Legal constitution

Charity registered in England & Wales on 21/08/2014, number: 1158316

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

9 returns made; AR22: 15 days late, AR17: 27 days late, AR16: 180 days late, AR15: 144 days late,

Main office

Dr Jenner's House
The Chantry
Church Lane
BERKELEY
GL13 9BN

Objectives

(1) THE PRINCIPAL OBJECT OF THE CIO IS TO PRESERVE THE PROPERTY KNOWN AS THE CHANTRY AT BERKELEY IN THE COUNTY OF GLOUCESTERSHIRE BEING THE PROPERTY WHEREIN THE LATE DR EDWARD JENNER (1749-1823) (EDWARD JENNER) LIVED AND DIED:(A) AS A PERMANENT MEMORIAL TO EDWARD JENNER HIS LIFE AND HIS WORK (BOTH IN LOCAL COMMUNITY AFFAIRS AND IN IMMUNOLOGY) AND HIS MEMORY; AND ALSO(B) AS A CENTRE FOR THE ADVANCEMENT OF EDUCATION WITH PARTICULAR REFERENCE TO THE STUDY OF IMMUNOLOGY AND INCLUDING THE ERADICATION OF DISEASE BY IMMUNOLOGICAL MEANS; AND(C) FOR CHARITABLE OTHER PURPOSES BENEFICIAL TO THE LOCAL COMMUNITY OF BERKELEY AND THE COMMUNITY AT LARGE.(2) THE FURTHER OBJECTS OF THE CIO ARE:(A) THE MAINTENANCE IMPROVEMENT AND ENDOWMENT OF THE CHANTRY OR OTHER SUITABLE PROPERTY FOR THE HOUSING FOR THE PUBLIC BENEFIT OF A MUSEUM LIBRARY HISTORICAL DOCUMENTS PAPERS OBJECTS AND MEMORABILIA ASSOCIATED WITH THE LIFE OF EDWARD JENNER AND AS A CENTRE FOR THE FURTHER CHARITABLE OBJECTS DETAILED IN THIS CLAUSE 3 (OBJECTS) AS THE CHARITY TRUSTEES SEE FIT; AND(B) TO MAINTAIN AND MANAGE AND CO-OPERATE WITH OTHER PERSONS OR BODY OF PERSONS IN THE MAINTENANCE AND MANAGEMENT OF THE CHANTRY OR SUCH OTHER PROPERTY SO PURCHASED FOR SUCH PURPOSES DETAILED IN THIS CLAUSE 3 (OBJECTS) AND AS A CENTRE FOR EDUCATION WITH PARTICULAR REFERENCE TO IMMUNOLOGY AND ALSO FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE INHABITANTS OF THE TOWN OF BERKELEY (WITHOUT REFERENCE TO AGE SEX RELIGION OR POLITICAL PERSUASION) AND THE COMMUNITY AT LARGE.

Data Sources

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