ANNUAL GENERAL MEETING 2022 THE OWLS TRUST
Held on 10[th] November 2022
Chairman’s Report
I am pleased to report that the Charity has again had a very successful year. We have increased awareness of the work we undertake and have welcomed 20% more schools to the Trust than we did “prior-covid”.
As Education was an area in which we hoped to become more active, particularly within schools and related to the National Curriculum, I must thank all of the trustees and volunteers who have worked so hard to reach this target. Many of the school visiting during the past year have been free of charge and we have therefore been required to increase our fundraising activities to cover these costs. Thank you to all of you who have made this extra effort.
We hope that our new environmental gardens, which we have now completed will have a serious impact on these visits and inspire the children, and the teachers, to make those very small steps that will have a lasting impact on their own environments.
I would like to note that our funding activities has also allowed us to upgrade and build two more, much needed, aviaries. St David’s College’s help and a small bequest from Miss Evans has also allowed us to finally complete our huge flying aviary. I would like to thank Bangor University Environmental Group for their assistance in landscaping this aviary and Batty’s Nurseries for their kind donation of shrubs and trees. We have also been able to produce much more professional education literature which we supply for free to the public and schools. Combined with the new environmental gardens I hope that 2023 will make a difference to the results we are hoping to achieve.
Our standing as a hardworking charity within North Wales and the local community is at its highest. Due to our Adoption programme we have also received many more visitors from abroad this year. A welcome addition to the economy of Llandudno we hope.
I should like to thank all our volunteers and supporters for their efforts during the year and continued support in the future.
PAMELA BROUGHTON CHAIRMAN OF THE TRUSTEES
10 November 2022
The Owls Trust Bodafon Farm Park Llandudno LL30 3BB THE OWLS TRUST
REPORT OF THE TRUSTEES
The Trustees submit their financial statements for the year ended 30 September 2022.
LEGAL STATUS
The Owls Trust is a Charitable Unincorporated Association registered charity number 1085403. The Trustees have discretion to invest the monies of the charity as they see fit. The charity is also using the trading name of The Owls Trust with the written agreement of the Charity Commission and their bank Santander.
REVIEW OF THE BUSINESS
The charity’s principal activities are the conservation of owls and birds of prey, the provision of facilities in order to treat injured birds, education of the public and research.
The level of operations is reviewed in the Trustees’ Report and the Trustees expect to increase the current level of activity in the near future. We are delighted to announce that two new Patrons are now supporting us. Sir Quentin Blake and Frieda Hughes.
RISK MANAGEMENT
During the year the Trustees considered the major risks to the Sanctuary and appropriate changes to the system designed to mitigate risks were made. As the charity holds a Zoo Licence this is an ongoing requirement conducted with the advice of the local Licensing Officers.
PUBLIC BENEFIT
The charity has, as alluded to in the Chairman’s report, greatly increased its activity in the Education sector by a dedicated education area within our grounds and by increased and improved education literature for the public. Our main target was towards children and this has proved hugely popular with both educators and the children themselves. By improving and building new aviaries at our site at Bodafon we have been able to offer a better understanding of environmental issues to the public, using our owls, and helped by the fact that entrance to the charity site is free to all. The charity is constantly improving the education message to the public.
RESERVES
The charity has no reserves policy at present.
TRUSTEES
Trustees are appointed by the existing trustees. The trustees who have served the charity throughout the year are as follows:
P. Knight P. Broughton C. Morris
No Trustees had any beneficial interest in the charity at 30 September 2022.
ON BEHALF OF THE TRUSTEES
P. J. BROUGHTON (CHAIR)
| Report to the trustees/ members of |
Chadty blarne The Owls Trust |
|---|---|
| On accounts for the year ended |
30 September2022 Charity no (if any) 1085403 |
| Set out on pages | |
| I report to the trustees on my examination of the accounts of the above | |
| charity ("the Trust") for the year ended 30/09/2022. | |
| Responsibilities and | As the charity's trustees, you are responsible for the preparation of the |
| basis of report | accounts in accordance with the requirements of the Charities Act 2011 |
| ("the Act"). | |
| I report in respect of my examination of the Trust's accounts carried out | |
| under section 145 of the 2011 Act and in carrying out my examination, I | |
| have followed all the applicable Directions given by the Charity Commission | |
| under section 145(5)(b) of the Act. | |
| Independent | I have completed my examination. I confirm that no material matters have |
| examiner's statement | come to my attention in connection with the examination (other than that |
| disclosed below *) which gives me cause to believe that in, any material | |
| respect: | |
| the accounting records were not kept in accordance with section 130 | |
| of the CharitiesAct; or | |
| the accounts did not accord with the accounting records; or | |
| • the accounts did not comply with the applicable requirements |
|
| concerning the form and content of accounts set out in the Charities | |
| (Accounts and Reports) Regulations 2008 other than any requirement | |
| that the accounts give a 'true and fair' view which is not a matter | |
| considered as part of an independent examination. |
| Section B Statement | of assets and liabilities at | of assets and liabilities at | the end | of the period | of the period | of the period | of the period | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | ||||||||
| Categories | Detaiis | funds | funds | funds | ||||||
| to nearest | E | to | nearest | E | to | nearest E | ||||
| Bl Cash funds | Santander Bank | 16,994 | ||||||||
| Total cash funds | 16,994 | |||||||||
| (agree balances | with receipts and payments | |||||||||
| account(s)) | ||||||||||
| Unrestricted | Restricted | Endowment | ||||||||
| funds | funds | funds | ||||||||
| Details | to nearest | E | to | nearest | E | to | nearest | E | ||
| B2 Other monetary assets | ||||||||||
| Detai!s | Fund to which | Cost (optional) | Currentvalue | |||||||
| B3 Investment assets | ||||||||||
| Detans | Fund to which | Cost (optional) | Current value | |||||||
| B4 Assets retained for the | ||||||||||
| charity's own use | ||||||||||
| B5 Liabilities | ||||||||||
| Signed by one or two trustees on behalf of all the trustees |
nature | Print Name | Date of a roval |
| Report to the trustees/ members of |
Chadty blarne The Owls Trust |
|---|---|
| On accounts for the year ended |
30 September2022 Charity no (if any) 1085403 |
| Set out on pages | |
| I report to the trustees on my examination of the accounts of the above | |
| charity ("the Trust") for the year ended 30/09/2022. | |
| Responsibilities and | As the charity's trustees, you are responsible for the preparation of the |
| basis of report | accounts in accordance with the requirements of the Charities Act 2011 |
| ("the Act"). | |
| I report in respect of my examination of the Trust's accounts carried out | |
| under section 145 of the 2011 Act and in carrying out my examination, I | |
| have followed all the applicable Directions given by the Charity Commission | |
| under section 145(5)(b) of the Act. | |
| Independent | I have completed my examination. I confirm that no material matters have |
| examiner's statement | come to my attention in connection with the examination (other than that |
| disclosed below *) which gives me cause to believe that in, any material | |
| respect: | |
| the accounting records were not kept in accordance with section 130 | |
| of the CharitiesAct; or | |
| the accounts did not accord with the accounting records; or | |
| • the accounts did not comply with the applicable requirements |
|
| concerning the form and content of accounts set out in the Charities | |
| (Accounts and Reports) Regulations 2008 other than any requirement | |
| that the accounts give a 'true and fair' view which is not a matter | |
| considered as part of an independent examination. |
| Section B Statement | of assets and liabilities at | of assets and liabilities at | the end | of the period | of the period | of the period | of the period | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | ||||||||
| Categories | Detaiis | funds | funds | funds | ||||||
| to nearest | E | to | nearest | E | to | nearest E | ||||
| Bl Cash funds | Santander Bank | 16,994 | ||||||||
| Total cash funds | 16,994 | |||||||||
| (agree balances | with receipts and payments | |||||||||
| account(s)) | ||||||||||
| Unrestricted | Restricted | Endowment | ||||||||
| funds | funds | funds | ||||||||
| Details | to nearest | E | to | nearest | E | to | nearest | E | ||
| B2 Other monetary assets | ||||||||||
| Detai!s | Fund to which | Cost (optional) | Currentvalue | |||||||
| B3 Investment assets | ||||||||||
| Detans | Fund to which | Cost (optional) | Current value | |||||||
| B4 Assets retained for the | ||||||||||
| charity's own use | ||||||||||
| B5 Liabilities | ||||||||||
| Signed by one or two trustees on behalf of all the trustees |
nature | Print Name | Date of a roval |