## **Trustees’ Annual Report for the period** **From 01/06/21 Period start date To 31/05/22 Period end date Charity name: Red Squirrel South-West Project Ltd** ## **Charity registration number: 1138484** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Promoting the preservation and**
**conservation of the red squirrel and its**
**habitat in the South-West of England**| |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|**Public engagement and outreach**
**continued via Wildwood Escot’s red**
**squirrel enclosure and via social media.**
**Also invested in an education pack**
**focusing on red squirrel conservation**
**and wildlife, targeted at children and**
**schools.**
**Also launched the Exmoor National Park**
**(ENP) project, working with ENP,**
**landowners and the public to clear grey**
**squirrels to allow natural regeneration**
**of woodlands and to work towards the**
**reintroduction of native red squirrels to**
**the area.**
**Helped to fund and roll out a grey**
**squirrel trapping training course, in**
**order to train interested members of the**
**public how to safely and legally remove**
**grey squirrels.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees confirm that they have**
**referred to the guidance issued by the**
**Charity Commission on public benefit**
**when reviewing aims and objectives and**
**planning future activity.**| **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||| |---|---|---| |Contribution made by
volunteers|Para 1.38|**We are grateful for the individual**
**fundraising opportunities that our**
**volunteers take on of their own accord**
**to help support us. Similarly, this is**
**extended to those that donate towards**
**the project.**| |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|**A donation from Yeo Valley Token**
**scheme and Waitrose charity donations**
**enabled us to continue our work, as well**
**as spreading the word of our charity**
**and aims.**
**A grant from the Forest Commission**
**Woods into Management Forestry**
**Innovation Fund has enabled the charity**
**to launch the project with Exmoor**
**National Park, hire trappers and officers**
**from the local area and engage with the**
**public about the project.**
**The Grey Squirrel Management Training**
**has allowed the charity to run a national**
**course, endorsed by LANTRA, training**
**registered members how to safely**
**remove grey squirrels to a certified**
**level.**| ## **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|**£47329 in bank account**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The trustees aim to maintain free**
**reserves in unrestricted funds for a**
**period of 3 to 6 months.**| |Amount of reserves held|Para 1.22|**£47329 in reserves**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**The main risk to the charity comes from**
**a loss of funding within the wildlife**
**charity sector including grants and lack**
**of donation from supporters.**| |**Additional information (optional)**
You may choose to include further statements|**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|**The main sources of income this year**
**was from donations and grants, such as**
**Amazon Smile Donation, Yeo Valley**
**Token scheme, Waitrose token scheme,**
**Mackintosh foundation and Forestry**
**Commission grant.**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Finances will be put towards outreach**
**and public engagement, in particular**
**linked to the Exmoor National Park**
**project and the surrounding areas.**
**Raising the profile of the charity and**
**building supporter network through**
**activities such as fundraising and**
**educational events.**| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Memorandum and articles of**
**association incorporated 6th May 2010**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable company**| |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|**3 committee management meetings a**
**year and 1 annual AGM, appointments**
**and roles decided then.**| **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|**RSSW is partnered with other wildlife**
**charities such as Wildwood Escot,**
**Exmoor National Park and receives**
**support from other red squirrel charities**
**like European Squirrel Initative, Red**
**Squirrel Survival Trust, UK Squirrel**
**Accord. These partnerships provide the**
**charity with support and information**
**and enable us to keep up to date with**
**the latest advice and knowledge.**| |Relationship with any
related parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Red Squirrel South West Project| |---|---| |Other name the charity uses|British Red Squirrel| |Registered charity number|1138484| |Charity’s principal address|Escot House
Escot Park
Ottery St Mary
Devon
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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)**| |---|---|---|---|---| ||Charlotte Gannon|Trustee||Chairman| ||Patrick John Martin|||| ||Charles Dutton|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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**|| |---|---|---| |**N/A**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|**N/A**| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|**N/A**| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|**N/A**| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |John Michael Kennaway, Director||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **INCOME AND EXPENSES JUNE 2021 – MAY 2022** ## **Profit and Loss Account** _**for year ending May 2022**_ |Opening Bank Balance as at 1 June 2021|||44362.62| |---|---|---|---| |**INCOME**|£||| |Paypal Donations||19.52|| |Donations||1859.17|| |Frozen Dead Squirrels Sales (Exeter Uni)||777.00|| |Amazon Smile Donation||92.77|| |GSMT Income||4269.67|| |Yeo Valley Token Scheme Donation||1000.00|| |Waitrose Token Donation||333.00|| |Mackintosh Foundation||1000.00|| |Forestry Commission WIMFIF Grant||17203.03|| |Gift Aid (HMRC)||356.27|| |TOTAL Income|||26910.43| |**EXPENSES**|£||| |Admin||8084.00|| |Attendance to NAAONB Conference||10.00|| |GreenNet BRS Website||150.00|| |RSSW Website - SiteGround & 123Reg||187.05|| |RSSW Social Media Platform - Sendible||302.40|| |Social Media Manager||912.00|| |Policy Bee Charity Insurance||100.80|| |ENP Project Funding Contribution||4440.44|| |Escot Estate (Trap Box Materials for ENP)||442.94|| |ENP Project Trap Box Construction||744.67|| |O.Kennaway Education Pack Contribution||960.00|| |Help For Fundraising||2130.00|| |Postage Costs (Letters & GSMT Certificates)||19.93|| |GSMT Expenses||5406.89|| |Bauer Media||39.00|| |Companies House||13.00|| |TOTAL Expenditure|||23943.12| |Bank Balance end of 31st May 2022|||47329.93| ## **Declarations** ## **The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees** **Signature(s) Full name(s) Position (eg Chair, Charlotte Gannon Secretary, etc) Trustee and Director 02/02/2023 Date**