## **Trustees’ Annual Report for the period**
**From 01/04/2023 Period start date To**
## **31/03/2024 Period end date**
**Charity name: Fritton Owl Sanctuary**
## **Charity registration number: 1167831**
## **Objectives and Activities**
|**Objectives and Activities**|**Objectives and Activities**|**Objectives and Activities**|
|---|---|---|
|SORP reference|||
|Summary of the purposes of
the charity as set out in its
governing document
Para 1.17
To take in unwanted or neglected,
captive bred, Owls and give them a
good home.
To take in injured native wild owls,
rehabilitate and release back into the
wild. Promote education of the plight of
these birds to visitors of at the
Sanctuary and by visiting schools,
fetes, residentialhomeetc.
Working to help with the
conservation of the native species.|||
|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
Our main objective is to educate the public
about the plight of our Native and Non-
native Owls. Explaining that the main threat
they face is caused by humans.
This is done by educational talks to schools
and children’s groups such as Brownies,
Guides, Beavers etc. We have home-
education groups come to the sanctuary for
a visit and talk.
We have SEN Groups / Schools visit us (or
we take owls to visit them). We have found
that this is very beneficial for the students.
We give talks to residential homes, where
the residents find it very therapeutic to
meet an Owl.|||
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**All Trustees have adhered to the**
**guidance issued by the Charity**
**Commission**|
**Additional information (optional)**
## You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**None**|
|Policy on social investment
including program related
investment|Para 1.38|**None**|
|Contribution made by
volunteers|Para 1.38|**All our staff are volunteers. They work**
**with the Owls, cleaning and handling.**
**And training the owls. They represent**
**the sanctuary at events and help with**
**fundraising.**|
|Other|||
## **Achievements and Performance**
**----- Start of picture text -----**
SORP reference
**----- End of picture text -----**
|**Achievements and Performance**|**Achievements and Performance**|**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|We took in 7 captive bred birds this year These
came from homes where they could no longer
be looked after.
We rescued 13 wild owls of which 6 were
released. The others did not survive as they
were very badly injured when they came to us.
We had a busy ear. We had 17 Schools, 19
Groups, 19 Residential homes, 5 birthday
parties, and 31 events where we had a stall to
help with fundraising and awareness.
We work placement students from the local
colleges, and work experience students from
the local high school. We are also getting more
students from the local SEN schools/groups.
We have had to do fundraising to help with the
costs of rebuilding of the enclosures to meet
the new requirements for the zoo licence.
We do not perform flying displays with our
birds.|
**Additional information (optional)** You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Para 1.41
Achievements against
objectives set
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance Para 1.41
against objectives
Other
**----- End of picture text -----**
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Para 1.21 The balance figure at the end of this
financial position at the end financial year is £37,326.98
of the period It has been a very successful year.
The funds increased as we had a lot of
fundraising to help with rebuilding of
the enclosures.
Statement explaining the Para 1.22 None
policy for holding reserves
stating why they are held
Amount of reserves held Para 1.22 None
Reasons for holding zero Para 1.22 All income is used to maintain the
reserves health and safety of the Owls. Ie Food,
vet bills and maintenance of enclosures
and site.
Details of fund materially in Para 1.24 None
deficit
Explanation of any Para 1.23 None
uncertainties about the
charity continuing as a going
concern
**----- End of picture text -----**
## **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|**Donations from the public visiting the**
**sanctuary.**
**Income from educational visits.**
**Sponsorship scheme of the Owls.**
**This year we have had to increase**
**fundraising due to the need to rebuild**
**our enclosures to fulfil the zoo licensing**
**regulations.**|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**None**|
|A description of the principal
risks facing the charity|Para 1.46|**Main concern this year has been the**
**changes to the zoo regulations for bird**
**enclosures**|
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
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|**New Trustees must be appointed by the**
**majority of trustees at a trustee meeting.**
**Each new Trustee is appointed having**
**regard to skills, knowledge and**
**experience needed for the effective**
**administration of the CIO**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|**Trustees**
**Managers**
**Volunteers**
**All Staff are volunteers no paid**
**employees.**|
|Relationship with any
related parties|Para 1.51|**None**|
|Other|||
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name Fritton Owl Sanctuary
Other name the charity uses
Registered charity number 1167831
Charity’s principal address Fritton Plant Centre
Fritton
Great Yarmouth
Norfolk NR31 9EX
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Carolyn Buss Chair person
2 Kevin Rogers
3 Karen Varney
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
## – 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**
## **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 Name Address adviser**
**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**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Karen Varney **Full name(s)** Carolyn Buss ~~a~~ **Position (eg Secretary,** Chair **Chair, etc)** ~~ee ee~~ **Date** 1/4/24 ~~|~~
## Fritton Owl Sanctuary
## Charity Number: 1167831
## Balance Sheet for 1st April 2023 to 31st March 2024
|**Totals**||||**starting balance**|£|13,491.59
|
|---|---|---|---|---|---|---|
|**Month**||**Total income**|**Total outgoings**|||**Balance**|
|April|£|3,938.62
|£|2,376.43
|£|15,053.78
|
|May|£|3,064.66
|£|3,585.92
|£|14,532.52
|
|June|£|3,847.11
|£|3,347.82
|£|15,031.81
|
|July|£|4,801.59
|£|3,462.19
|£|16,371.21
|
|August|£|6,206.04
|£|5,075.00
|£|17,502.25
|
|September|£|2,607.52
|£|2,765.64
|£|17,344.13
|
|October|£|3,157.71
|£|4,536.30
|£|15,965.54
|
|November|£|1,306.66
|£|4,365.97
|£|12,906.23
|
|December|£|953.31
|£|2,201.49
|£|11,658.05
|
|January|£|33,254.95
|£|3,815.32
|£|41,097.68
|
|February|£|5,127.85
|£|5,865.75
|£|40,359.78
|
|March|£|5,153.14
|£|5,748.28
|£|39,764.64
|
|**Year totals**|£|73,419.16
|£|47,146.11
|£|39,764.64
|
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** Fritton Owl Sanctuary, Registered Charity **On accounts for the year** 31[st] March 2024 **Charity no** 1167831 **ended (if any)** I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/03/2024 Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** 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 all 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:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
**Signed: Date:** 05/03/2024 ~~[~~ **Name:** Chantelle Harrison, C Harrison Business Services LTD **Relevant professional qualification(s) or body (if any): Address:** Dunburgh Farm, 72 The Street, Geldeston, Beccles, NR34 0LN
1
**Oct 2018**
**IER**
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
## **Give here brief details of any items that the examiner wishes to disclose** .
I can confirm there are no matters found when reviewing the charity records which need to be addressed.
I can also confirm that the records have been correctly and accurately maintained by the Charity and represent a true likeness of the Charity’s activities in the financial year.
2
**Oct 2018**
**IER**