Section C: Notes to the accounts Trustees’ annual report for the period
Period start date Period end date Charity name
Charity No (if any)
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | |
| 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 |
Rescue of parrots from all over the uk using social pages and website and shows throughout the east miidlands. vet checks and ongoing treatment as well as cages and correct diet |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | we have had guidance and abide by it |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | n/a |
| Policy on social investment including program related investment |
Para 1.38 | n/a |
| Contribution made by volunteers | Para 1.38 | looking after birds when they arrive and ongoing help with admin and shows |
| Other |
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October 2016
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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 | the charity has established itself well and has helped over 600 birds find forever homes with great feedback on service |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other |
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Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | still healthy |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | n/a |
| Amount of reserves held | Para 1.22 | none |
| Reasons for holding zero reserves | Para 1.22 | day to day use |
| 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 | shows around the east midlands |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | weather if anything |
| Other |
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October 2016
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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 decide |
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 | yes |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | n/a |
| Relationship with any related parties | Para 1.51 | n/a |
| Other |
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October 2016
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Reference and Administrative details
| Charity name | Parrots in Need |
|---|---|
| Other name the charity uses | none |
| 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 | ||
| jennifer francom | founder | ||
| becki juskaluk | admin | ||
| kriss ingle | august 23 till now | ||
| cheryl critch | august23 till now | ||
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October 2016
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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 |
|
|---|---|---|
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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
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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) paul morgan
Position (eg Secretary, founder/secretary Chair, etc)
Date 12/01/2024
Charity Accounts templates – Trustees’ annual report for the period
October 2016
Charity Name No (if any) Parrots in Need 1159684 Receipts and payments accounts
CC16a Period end date To 19/10/2024
For the period Period start date from 20/10/2023
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Bank - Donations 5,630 Fundraising 4,922 - - - - - 10,552 - - Sub total - Total receipts 10,552 A3 Payments vets 5,323 fuel 1,117 cages 793 cites 463 equiprepairs 1,770 website 604 postage 68 - - Sub total 10,138 - - Sub total - Total payments 10,138 Net of receipts/(payments) 414 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 414 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ - 5,630 4,922 - - - - - 10,552 - - - 10,552 5,323 1,117 793 463 1,770 604 68 - - 10,138 - - - 10,138 414 - - 414 |
Last year to the nearest £ |
| - - - - - - - - - |
- | 32,509 | ||
| 5,630 | - | |||
| 4,922 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 10,552 | 32,509 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 10,552 | 32,509 | ||
| - - - - - - - - - - |
5,323 | - | ||
| 1,117 | - | |||
| 793 | - | |||
| 463 | - | |||
| 1,770 | - | |||
| 604 | - | |||
| 68 | - | |||
| - | - | |||
| - | - | |||
| 10,138 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 10,138 | - | ||
| - | - - - - |
414 | 32,509 | |
| - | - | - | ||
| - | - | - | ||
| - | 414 | 32,509 |
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 Signed by one or two trustees on behalf of all the trustees |
Details bank Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 32,913 - - - - - 32,913 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Paul Morgan Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Paul Morgan | 12/1/2025 | ||