OpenCharities

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

2023-10-19-accounts

Section C: Notes to the accounts Trustees’ annual report for the period

Period start date 2 0 1 0 2 1 Period end date 1 9 1 0 2 2 Charity name Parrots in Need Charity No (if any) 1 1 5 9 6 8 4

Objectives and Activities

SORP
reference
Summary of the purposes of the
charity as set out in its governing
document		 Para 1.17 Rescue of unwanted, sick and neglected
parrots
Summary of the main activities
in relation to those purposes for
the public beneft, in particular,
the activities, projects or services
identifed in the accounts.		 Para 1.17 and
1.19		 Rescuing parrots from all over the UK
using face book, website and word of mouth
Every parrot has a health check from vet and
any ongoing treatment as needed.
To feed the parrots in our care
Statement confrming whether the
trustees have had regard to the
guidance issued by the Charity
Commission onpublic beneft		 Para 1.18 Full guidance had been observed during
this period from all Trustees

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
Contribution made by volunteers Para 1.38 The volunteers were amazing in thier efforts
to keep funds coming in throughout a difficult
period with the rise of uncertain times
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

2 of 8

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
benefciaries and any wider benefts
to society as a whole.		 Para 1.20 During this period which has included rising
fuel costs and cost of living increasing we are
busier than ever with the amount of birds
coming into the charity.
Through fundraising we have managed to
help members with treatment for sick birds
with our vet's

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
Achievements against objectives set Para 1.41 Fundraising was again hard this period due
to cost of living rises, however we managed
to still show a slight increase with funds.
Performance of fundraising activities
against objectives set		 Para 1.41
Investment performance against
objectives		 Para 1.41
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

3 of 8

Financial Review

SORP
reference
Review of the charity’s fnancial
position at the end of the period		 Para 1.21 We are extremly proud of our end of period
results considering the rise in cost of living
Statement explaining the policy for
holding reserves stating why they
are held		 Para 1.22 None at present
Amount of reserves held Para 1.22 0
Reasons for holding zero reserves Para 1.22 As a small charity we fundraise as required
Details of fund materially in defcit Para 1.24 None
Explanation of any uncertainties
about the charity continuing as a
goingconcern		 Para 1.23 None

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
The charity’s principal sources of
funds (including any fundraising)		 Para 1.47 Donations and fundraising activities
Investment policy and objectives
including any social investment
policy adopted		 Para 1.46 None as yet
A description of the principal risks
facing the charity		 Para 1.46 Cost of living rises
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

4 of 8

Structure, Governance and Management

Description of charity’s trusts: SORP
reference
Type of governing document
(trust deed,royal charter)		 Para 1.25 Constitution
How is the charity constituted?
(e.gunincorporated association,CIO)		 Para 1.25 CIO
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 At annual meetings and all trustees involved
in selection

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
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 charityworks		 Para 1.51
Relationship with any related parties Para 1.51
Other

Charity Accounts templates – Trustees’ annual report for the period

October 2016

5 of 8

Reference and Administrative details

Charity name Parrots in Need
Other name the charity uses
Registered charity number 1159684
Charity’s principal address 140 Reginald road South
Chaddesden
Derby
DE21 6NH

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or
body) entitled to appoint
trustee(if any)
Paul Morgan Founder Secratary
Jennifer Francom Founder
Dean Castledine Trustee
Steven Ludlam Trustee
Rebecca Juszkaluk Trustee/Administrator 11/04/2022 Paul Morgan, Jennifer
Francom,Steven
Brian Cartwright Trustee 08/04/2022 Ludlam, Dean
Castledine

Charity Accounts templates – Trustees’ annual report for the period

October 2016

6 of 8

Reference and Administrative details (cont)

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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

7 of 8

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Charity Accounts templates – Trustees’ annual report for the period

October 2016

8 of 8

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

----- Start of picture text -----
Signature(s)
Full name(s) Paul Morgan
Position (eg Secretary,
Secretary
Chair, etc)
Date 13/01/2023
----- End of picture text -----

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Charity Name No (if any)
Parrots in Need 1159684
Receipts andpayments accounts CC16a
For the period
from		 Period start date
20/10/2022		 To Period end date
19/10/2023

Section A Receipts and payments Unrestricted funds to the nearest £ A1 Receipts

A1 Receipts Unrestricted
funds
to the nearest £
-
11,123
5,425
-
-
-
-
-

16,548		 Unrestricted
funds
to the nearest £
-
11,123
5,425
-
-
-
-
-

16,548		 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 £
-
11,123
5,425
-
-
-
-
-
16,548		 Total funds
to the nearest £
-
11,123
5,425
-
-
-
-
-
16,548		 Last year
to the nearest £
bank - 35,610
donations 11,123 -
fundraising 5,425 -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)
16,548		 35,610
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts
A3 Payments
35,610

vets		 4,396 -
fuel 3,071 -
parrot seed 457 -
mainainance repairs 7,453 -
cages 3,415 -
postage 28 -
fundraisingcosts 939 -
- -
- -
**Sub total ** 19,649 -
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
- 3,101 - 3,101 35,610
- - -
- - -
- 3,101 - 3,101 35,610

CCXX R1 accounts (SS)

03/01/2024

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
B3 Investment assets
B2 Other monetary assets
B1 Cash funds
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B4 Assets retained for the
charity’s own use		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
32,509
-
-
-
-
-
32,509
-
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Paul Morgan		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Paul Morgan 03/01/2024

CCXX R2 accounts (SS)

03/01/2024

2