OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2021-12-31-accounts

ANNUAL REPORT 2021

Trustees Annual Report Year ending 31 Dec 2021 Registered Charity 1146387

SUMMARY INFORMATION

Reference and administrative information

Charity Name: The Species Recovery Trust Charity Number: 1146387

Address: 37 Albany Road, Salisbury, SP1 3YQ

Trustees: Jed Hamblin-Boone, Nicholas Berry, Fiona Jones-Perrott, Catherine Dyer (née Hadler).

Structure Governance and Management

In 2021

Type of governing document: Charity Constitution, registered with the Charity Commission on the 1st March 2012. There shall be no fewer than three trustees. New trustees must be members of the charity and are elected by the members in general meeting. The trustees may also appoint any person who is willing to act as a trustee.

Trustees are recruited to give the trust a diverse skill base, and represent the fields of business, law, education and environment. They are invited to sit in on one meeting before deciding whether to put themselves forward for election.

Objectives and Goals

Matching our goals

Our stated aims are as follows:

‘To promote the conservation and protection of species on the edge of extinction in the UK for the public benefit and to advance the education of the public on issues concerning the conservation and protection of such species.’

The trustees have had regard to the guidance issued by the charity commission on public benefit.

The year in species

Following a disrupted year in 2020, the team were largely back in full swing by early 2021. Access to most of the sites became available and a full suite of monitoring became possible for staff and many volunteers.

As well as completion of extensive surveys, habitat management was our main focus this year given the difficulty in doing so during the pandemic.

For many species, our approach of longterm sustained conservation work is starting to pay off, with some significant increases at several sites.

Successful introductions of Kentish Milkwort were fulfilled, a species in dire need of some help given its severe decline and isolation to just three native sites.

Despite the decline in Marsh Clubmoss across the SE, strongholds at Thursley NNR and Woolmer Forest continue to thrive, and a bumper population has been particularly noted at Thursley. We continue to work towards establishing the root-cause to the marked decline in this area of the UK. Elsewhere in the SE, Deptford Pink populations continue to be doing well and in many circumstances are increasing.

Elsewhere on the SE heathlands, excitingly a robust breeding population of Heath Tiger Beetles has been found in Surrey, as well as rediscovery of a population after 10 years.

Heath Tiger Beetle

We have made some exciting discoveries this year for the Heath Tiger Beetle. We found over 10 beetles at Hankley Drop Zone, indicating a robust breeding population is existing there. A beetle on Stickledown in Surrey was rediscovered, the first time a beetle had been found there in over 10 years. We are hoping that more surveys can be undertaken next year to get a better sense of the population size. We also returned several times to Brentmoor in Surrey and found both a female and a male Heath Tiger Beetle. It had been thought that this reintroduction had failed, and so indication of a breeding population is a really positive sign.

Wart-biter Bush Cricket

This year, we carried out further habitat improvements at Lydden Temple Ewell for the Wart-biter Bush Cricket. This cricket is a sun-loving species with extremely specific habitat requirements which can be very difficult to provide without regular management. Over the last few years, scrub has encroached into the core area for the crickets and significant clearance work has been undertaken in 2020 and 2021 to help cut back and prevent further regrowth.

Tansy Beetle

Of the 500 Tansy beetle action leaflets produced, most of these were distributed to river users. Further training and advice was carried out, including work to repair 10 Tansy beetle enclosures. Also, five site visits were carried out with land managers to discuss improvements and an increase in the area of Tansy occurred. The 2020 survey report was produced which showed overall that beetle numbers had halved, mainly due to summer flooding. However, in areas where there had been improved management the beetle numbers had increased.

Tormentil Mining Bee

Surveys have been undertaken to better understand the ecology and distribution of this species in Yorkshire. Surveys this year indicated that Allerthorpe Common is a stronghold for the species. The species was recorded on the Cod Reservoir site but not at Jugger Howe, Strensall Common nor the Hole of Horcum. It is becoming clearer the two key limiting factors are tall Tormentil plants plus sandy cliffs to allow nesting. Discussions and advice to landowners is continuing to integrate the species needs into current management.

Spiked Rampion

A reintroduction of Spiked Rampion was completed at Wilderness Woods in Kent in 2019. Despite severe rabbit grazing in the first year, many of the plants within the fenced enclosure were found to be flowering in 2021.

All the sites were monitored in 2021, with many receiving habitat management, and populations appear to be doing well.

Starved Wood-sedge

The native site in Cheddar continues to flourish, and excitingly, 30 new plants were introduced into the same woodland in November 2021. Management of these areas will be undertaken early next year, and we’ll be closely monitoring them to see how they progress.

During summer 2021, the native population in Surrey was subject to path works in conjunction with an adjacent development. The population was fenced off, and all young plants to be potentially affected were removed and are being cared for by one of our officers. These will be replanted on site once they’ve established.

Kentish Milkwort

With Kentish Milkwort only recorded at 2 of the 3 extant sites this year, we were really excited to be able to complete an introduction at two new sites in Kent. Both spring and summer plantings were achieved and these appear to be doing well. We will monitor these populations over the next few years to see how they respond to the conditions.

Where suitable grazing hasn’t been possible, habitat management has been implemented this year at two sites. By keeping the sward low and creating disturbance, we hope to provide better germination conditions, and more plants next year!

Marsh Clubmoss

Monitoring visits continued in Hampshire and Surrey, with declines found across most sites. The two strongholds in Surrey however had a bumper year with a 3 fold increase in plants seen at Thursley. New management techniques have been implemented this year in an attempt to conserve the dwindling population in the SE.

There was great excitement in Autumn with the discovery of a brand new (although small) population in the Dorset heaths, giving hope that there may be others yet to find.

Deptford Pink

Monitoring visits have been conducted at Deptford Pink sites in the South of England this year. Management works have been

undertaken by Sevenoaks District Council & Watts Farm at one of the largest populations to open up woodland rides and arable margins. Excitingly, during this work the population was found to be more extensive than originally anticipated.

In the southwest, we have been working with partners to improve the management of key sites. In Buckfastleigh, Devon County Council kindly funded scrub clearance threatening to encroach one of the largest populations and thanks to collaboration between

Buckfastleigh Action for Nature Group and Vincent Wildlife Trust we have also begun a substantial clearance of a historic site. In Saltash the population is doing well following clearance work by Network Rail. Finally, in Portreath, good management practices have been established with Cormac preventing a neighbouring hedge from shading the site.

Field Gentian

The work of Field Gentian this year was split into population monitoring in the south of England and stakeholder engagement in the North.

Population trends appear to be highly variable year on year, and a fascinating picture is starting to emerge which we aim to analyse after 10 years. In the north a clear picture is emerging of the damaging effect of sheep grazing at many sites.

St Helena endemic invertebrates

This project is focused on controlling invasive

invertebrates on the island, including the Common wasp Vespula vulgaris and Big-headed ant Pheildole

megacephala , which are a direct threat to the islands invertebrate endemics. SRT is directly supporting the staff on the island to deliver the project.

This year has been mixed; there were plans to trial wasp control but the weather meant it was a poor year for wasps and so the numbers weren’t high enough for control. However, the project is carrying out trial controls on the Big-headed ant and there has already been some indication of success. We have also been involved in training of government and National Trust staff on invasive control, local outreach sessions, as well as revising the existing invertebrate conservation strategy.

Ascension Island endemic invertebrates:

This project started in July 2021 and will see surveys, red listing, & planning on the endemic invertebrates as well as control of invasive invertebrates - a key threat to the endemics. SRT is directly supporting the staff on the island to deliver the project.

Some preliminary bits of work have already been completed including recruiting and inducting a new project coordinator who will run the project on island. We will be supporting the government in buying and shipping a set of survey equipment from the UK that will allow a comprehensive survey of the invertebrates, particularly the endemics, on Ascension Island in 2022.

Training

We hosted 50 training events, with 1828 attendees and brought in £67,364 in unrestricted funds (compared with £6720 in 2020)

Sales and media

As the pandemic continued our field guide sales continued to perform strongly, both through direct sales and other online outlets.

VOLUNTEERS

Our Facebook page has 2,772 (up from 2,332) followers and our most popular post reached 4,097 (1,524) people.

Our website had 15,756 sessions and 9,252 users (up from 7,841/5,137 in 2020).

FUNDRAISING

In total £42,955 was received as grants, (compared to £75,355 in 2020). We are hugely grateful to all these funders for supporting our work in 2021.

£10,000.00 HenocqLaw Trust Unrestricted Donation
£8,000.00 St Helena National Trust St Helena Endemics
£5,350.00 Swire Charitable Trust Heath Tiger Beelteproject
£4,000.00 Natural England Archaeophytesproject 20-21
£4,000.00 Daniell Trust Volunteer costs
£3,400.00 Ascension Island Government Ascension endemicsproject
£3,250.00 Kent Wildlife Trust Kentish Milkwort
£3,000.00 Flimwell Park Lobelia Project Contribution
£1,000.00 Norman Family Deptford Pink Southwest
£600.00 CES Ltd Corporate sponsorship
£205.08 Wiltshire Wildlife Trust Marker Posts for cow-wheatproject
£150.00 Peak District NPA Gentian Seed Propagation

Summary Receipts and Payments accounts for the year ended 31 Dec 2021

Summary

£ £
Opening bank balance 140,329
Receipts 137,066
Payments -116,960
Net income 20,106
Closing bank balance 160,435

Declaration

Reserves Policy

Our current reserves policy is to hold at least two years’ running costs in our account, which is currently £100,000.

Statement of Assets and Liabilities

At the year end the total of the charity’s assets, including cash at bank, was £191,908 (of which £40,478 were restricted fund assets) and the total of the charity’s liabilities was £2,153.

The trustees declare that they have approved the trustees’ report above Signed on behalf of the charity’s trustees

JED HAMBLIN-BOONE , Chair 25/3/22

The Species Recovery Trust is a charity set up to tackle the loss of some of the rarest species in the UK.

There are over nine hundred native species in the UK that are classed as under threat, with several hundreds more currently widespread but known to be in significant decline.

The countryside is now bereft of many species that were a familiar sight a mere generation ago.

A small number of these species are on the absolute brink of existence, poised to become extinct in our lifetimes; our goal is to stop them vanishing.

Our aim is to remove 50 species from the edge of extinction in the UK by the year 2050. In addition we are reconnecting people with wildlife and the natural world through training programmes and awareness raising.

the species ". . recovery trust he Spedes Recovery Trust 7 Albany Road alisbury P1 3YQ 1722 322539 nquiries@speciesrecoverytrust.org.uk .speciesrecoverytrust.org.uk egistered in England and Wales Charity 11438

THE SPECIES RECOVERY TRUST

(Charity Registration Number 1146387)

STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021

CONTENTS

Page

1. Independent Examiner's Report 2. Receipts and Payments Account 3. Statement of Assets and Liabilities 4. Notes

FLETCHER & PARTNERS

CHARTERED ACCOUNTANTS

SALISBURY

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ The Species Recovery Trust members of On accounts for the year Charity 31 December 2021 1146387 ended no

Set out on pages 2-4

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the 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 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 which gives me cause to believe that, in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Nicola A Halls Date: 25-Apr-22 Name: Mrs N A Halls FCA Relevant professional Chartered Accountant qualification(s) or body:

Address: Fletcher & Partners

1

1146387

The Species Recovery Trust

Receipts and payments accounts

For the period To from 01/01/2021 31/12/2021

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
1,176
12,934
10,600
67,364
-
1,440
25
11,038
134
104,711
-
-
-
104,711
27,377
8,950
553
587
551
7,708
1,491
3,083
50,300
2,429
2,429
52,729
51,982
- 3,050
92,361
141,293
Restricted
funds
to the nearest £
-
-
32,355
-
-
-
-
-
-
32,355
-
-
-
32,355
29,394
-
29,659
3,687
-
1,491
64,231
-
-
64,231
- 31,876
3,050
47,968
19,142
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest £
1,176
12,934
42,955
67,364
-
1,440
25
11,038
134
137,066
-
-
-
137,066
56,771
8,950
30,212
4,274
551
7,708
2,982
3,083
114,531
2,429
-
2,429
116,960
20,106
Total funds
to the nearest £
1,176
12,934
42,955
67,364
-
1,440
25
11,038
134
137,066
-
-
-
137,066
56,771
8,950
30,212
4,274
551
7,708
2,982
3,083
114,531
2,429
-
2,429
116,960
20,106
Last year
to the nearest £
Donations 1,176 2,430
Coronavirus Job Retention Schemegrants 12,934 15,934
Grants 10,600 75,355
Training 67,364 6,722
Consultancy - 200
Supporter 1,440 1,063
Investment income 25 231
Books and other merchandise 11,038 9,114
Other income 134 183
Sub total(Gross income for AR) 104,711 111,232
A2 Asset and investment sales,
(see table).
- -
- -
Sub total - -
Total receipts
A3 Payments
111,232
Salaries andpension costs 27,377 40,096
Training- subcontractor costs 8,950 1,144
Project delivery- subcontractor costs 553 25,188
Travel and subsistence 587 4,741
Consumables 551 1,703
Books -printing, postage etc. 7,708 4,940
Insurance and Accountancy 1,491 2,112
Various 3,083 2,193
**Sub total ** 50,300 82,117
A4 Asset and investment
purchases, (see table)
Computer equipment and Website 2,429 -
-
**Sub total ** 2,429 -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
82,117
51,982 - 31,876 - 20,106 29,115
- 3,050 3,050 - - -
92,361 47,968 - 140,329 111,214
141,293 19,142 - 160,435 140,329

2

The Species Recovery Trust 1146387

The Species Recovery Trust The Species Recovery Trust The Species Recovery Trust 1146387 1146387 1146387
Statement of Assets and Liabilities
For the period
from
To
01/01/2021
31/12/2021
For the period
from
01/01/2021 To 31/12/2021
Section B Statement of assets and liabilities at the end of the period
Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Details
Co-operative bank current account
Co-operative bank reserve account
Total cash funds
Details
Grants receivable
Prepayments
Stock
Details
Accruals (accountancy, pension, project
delivery)
Details
Computer equipment
Fixtures and fittings
Other debts due to charity
Details
Website
Unrestricted
funds
to nearest £
41,279
100,014
141,293
Unrestricted
funds
-
450
147
1,841
.
Fund to which
asset belongs
Fund to which
asset belongs
Unrestricted
Unrestricted
Unrestricted
Fund to which
liability relates
Unrestricted
Restricted
funds
to nearest £
19,142
-
19,142
Restricted
funds
21,336
-
-
-
Cost (optional)
Cost (optional)
4,424
260
3,015
Amount due
(optional)
2,153
Endowment
funds
to nearest £
-
-
-
Endowment
funds
-
-
-
-
Current value
(optional)
Current value
(optional)
When due
(optional)
Accruals (accountancy, pension, project
delivery)
Unrestricted 2,153

3

The Species Recovery Trust 1146387

Notes

For the period
from
01/01/2021 To 31/12/2021

Section C Notes

There was £4,550 transferred from unrestricted funds to restricted funds during the year. This relates to money The Species Recovery Trust agreed with grantors to contribute to projects financed from restricted funds.

There was also a transfer of £1,500 from restricted funds to unrestricted funds relating to recharge for work of a subcontractor paid in previous year from unrestricted funds.

The net total of these transfers is £3,050 as stated in Section A Receipts and payments accounts (page 2).

Signed by one or two trustees on behalf of all the trustees

Signature
Nicholas Berry
Print Name
Nicholas Berry
Date of
approval
Nicholas Berry Nicholas Berry 26/03/2022

4

THE SPECIES RECOVERY TRUST

(Charity Registration Number 1146387)

STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021

CONTENTS

Page

1. Independent Examiner's Report
2. Receipts and Payments Account
3. Statement of Assets and Liabilities
4. Notes

FLETCHER & PARTNERS

CHARTERED ACCOUNTANTS

SALISBURY

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ The Species Recovery Trust members of On accounts for the year Charity 31 December 2021 1146387 ended no Set out on pages 2-4

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: Name: Mrs N A Halls FCA Relevant professional Chartered Accountant qualification(s) or body: Address: Fletcher & Partners

1

The Species Recovery Trust

1146387

Receipts and payments accounts

For the period To from 01/01/2021 31/12/2021

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
Unrestricted
funds
to the nearest £
Restricted funds
to the nearest £
Restricted funds
to the nearest £
Endowment
funds
to the nearest £
Endowment
funds
to the nearest £
Total funds
to the nearest £
Total funds
to the nearest £
Last year
to the nearest £

Donations
1,176 - - 1,176 2,430
Coronavirus Job Retention Schemegrants 12,934 - - 12,934 15,934
Grants 10,600 32,355 - 42,955 75,355
Training 67,364 - - 67,364 6,722
Consultancy - - - - 200
Supporter 1,440 - - 1,440 1,063
Investment income 25 - - 25 231
Books and other merchandise 11,038 - - 11,038 9,114
Other income 134 - - 134 183
Sub total(Gross income for AR) 104,711 32,355 - 137,066 111,232
A2 Asset and investment sales, (see
table).
- -
- -
Sub total - -
Total receipts
A3 Payments
111,232

Salaries andpension costs
27,377 29,394 - 56,771 40,096
Training- subcontractor costs 8,950 - - 8,950 1,144
Project delivery- subcontractor costs 553 29,659 - 30,212 25,188
Travel and subsistence 587 3,687 - 4,274 4,741
Consumables 551 - 551 1,703
Books -printing, postage etc. 7,708 - - 7,708 4,940
Insurance and Accountancy 1,491 1,491 - 2,982 2,112
Various 3,083 - 3,083 2,193
**Sub total ** 50,300 64,231 - 114,531 82,117
A4 Asset and investment purchases,
(see table)
Computer equipment and Website 2,429 -
-
**Sub total ** 2,429 -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
82,117
51,982 29,115
- 3,050 -
92,361 111,214
141,293 140,329

2

The Species Recovery Trust 1146387

The Species Recovery Trust The Species Recovery Trust The Species Recovery Trust 1146387 1146387 1146387
Statement of Assets and Liabilities
For the period
from
To
01/01/2021
31/12/2021
For the period
from
01/01/2021 To 31/12/2021
Section B Statement of assets and liabilities at the end of the period
Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Details
Co-operative bank current account
Co-operative bank reserve account
Total cash funds
Details
Grants receivable
Prepayments
Stock
Details
Accruals (accountancy, pension, project
delivery)
Details
Computer equipment
Fixtures and fittings
Other debts due to charity
Details
Website
Unrestricted
funds
to nearest £
41,279
100,014
141,293
Unrestricted
funds
-
450
147
1,841
.
Fund to which asset
belongs
Fund to which asset
belongs
Unrestricted
Unrestricted
Unrestricted
Fund to which
liability relates
Unrestricted
Restricted funds
to nearest £
19,142
-
19,142
Restricted funds
21,336
-
-
-
Cost (optional)
Cost (optional)
4,424
260
3,015
Amount due
(optional)
2,153
Endowment
funds
to nearest £
-
-
-
Endowment
funds
-
-
-
-
Current value
(optional)
Current value
(optional)
When due
(optional)
Accruals (accountancy, pension, project
delivery)
Unrestricted 2,153

3

The Species Recovery Trust The Species Recovery Trust The Species Recovery Trust 1146387
Notes
For the period
from
01/01/2021 To 31/12/2021

Section C Notes

There was £4,550 transferred from unrestricted funds to restricted funds during the year. This relates to money The Species Recovery Trust agreed with grantors to contribute to projects financed from restricted funds.

There was also a transfer of £1,500 from restricted funds to unrestricted funds relating to recharge for work of a subcontractor paid in previous year from unrestricted funds.

The net total of these transfers is £3,050 as stated in Section A Receipts and payments accounts (page 2).

Signed by one or two trustees on behalf of all the trustees

Signature
NB
Print Name
Nicholas Berry
Date of approval
NB Nicholas Berry 26/03/2022

4