## **Trustees’ Annual Report for the period**
**From 01/06/23 Period start date To 31/05/24 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 Devon’s red**
**squirrel enclosure and via social media.**
**Work continued with the Exmoor**
**Squirrel Project, working with Exmoor**
**National Park, 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.**
**Supporting the delivery and**
**coordination of 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||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment
including program related
investment|Para 1.38||
|||**We are grateful for the individual**
**fundraising opportunities that our**|
|Contribution made by
volunteers|Para 1.38|**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 grant from the Forest Commission**
**Woods into Management Forestry**
**Innovation Fund has enabled the charity**
**to continue 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|**£13770 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|**£13770 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**
**PayPal Donations and the Forestry**
**Commission grants.**|
|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 Squirrel 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 Devon,**
**Exmoor National Park and receives**
**support from other red squirrel charities**
**like European Squirrel Initiative, 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
EX11 1LU|
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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)**|
|---|---|---|---|---|
||Charlotte Gannon|Trustee||Chairman|
||Patrick John Martin||||
||Thomas Edgar||||
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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**||
|---|---|---|
|**N/A**|||
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## **Funds held as custodian trustees on behalf of others**
Description of the assets **N/A** held in this capacity
Name and objects of the **N/A** charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for **N/A** 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)**
John Michael Kennaway, Director
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **INCOME AND EXPENSES JUNE 2023 – MAY 2024**
## **Profit and Loss Account**
## _**for year ending May 2024**_
|**Opening Bank Balance as at 1 June 2023**||**£43,684.34**|
|---|---|---|
|
**INCOME**
|£||
|Paypal Donations|61.98||
|Donations|546.00||
|Frozen Dead Squirrels Sales (Exeter Uni)|455.00||
|Grey Squirrel Management Training Income|10583.98||
|Forestry Commission WIMFIF Grant|62713.70||
|Forestry Commission GSMT Grant|8597.63||
|Gift Aid (HMRC)|56.78||
|The Dogs Butcher (Dead Squirrel Sales)|75.00||
|Box Trap x1 Donation - F. Gilbert|40.00||
|RSST Grant - Lantra Membership|720.00||
|**TOTAL Income**
||**£83,850.07**|
|
**EXPENSES**|£||
|RSSW Charity Administrator|14007.00||
|RSSW Project Coordinator|1716.89||
|M. Kennaway Project Coordinator Hours|954.50||
|GreenNet BRS Website|150.00||
|RSSW Domain Name - 123 REG|14.39||
|RSSW Social Media Platform - Sendible x12|302.40||
|Policy Bee Charity Insurance|151.20||
|ENP Project Funding Contribution|45368.11||
|ENP Project Trap Box Upgrades (P. Morgan)|692.50||
|PVM Supplies - RSSW Uniform|107.50||
|Zoom Membership|166.00||
|Transfer to RSSW Savings Account|30000.00||
|Grey Squirrel Management Training Expenses|19170.84||
|Bauer Media|39.00||
|Companies House|34.00||
|Stramongate Press Promotional Material Print|569.70||
|Accelerate Business - Independent Verifier|100.00||
|Field Studies Council - QGIS Staff Training|220.00||
|**TOTAL Expenditure**||**£113,764.03**|
|**Bank Balance end of 31st May 2024**||**£13,770.38**
|
## **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,**
**Secretary, etc)**||**Charlotte Gannon**
**Trustee and Director**
~~ee ee~~
~~ee~~|||
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|**Date**|**24/01/2025**
~~Po~~||||