CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 April 2021 Period end date Period start date To 31 March 2022 Charity name: Felbeck Trust Charity registration number: 1169619 Objectives and Activities I SORP rekreTr2 | PaTa 1.17 | To promote for the benefit of the public the consÈrvation, protection and improvement of the physical and natural environment by restoring and managing the habitat of native I I speaes of flora and fauna and promoting I biological diversty in Norfolk. I Protecting and restoring seven sites in | Norfolk.. Suslead Common & Surveyors | Allotment, Road-side Nature Reserve, | Spurrell's Wood, East Beckham Common, I West Beckham Green and West Beckham i Old Allotments. Summary of the purposes of the charity as set out in its goveming document Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the | activities. projects or I services identffied in the l accounts. Para 1.17 2￿j 1.f9 Statement confimiing whether the trustees have | had regard to the guidance | issued by the Charty Commission on public benefft | Para 1.18 All trustees have had regard to the guidance on public benefit issued by the Charity Commission. Additional infomiation (optional) You may choose to include ftjrther statements where relevant about". | SORP rele￿r INIA Policy on grant making I Para 1.38 NIA Policy on social investment including program related investment Para 1.38 Felbeck Trust has no employees and no premises. Conservation and restoration work is mainly completed by volunteers. i Para 1.38 Contribution made by volunteers Other Achievements and Performance , SORP rÈ*ren Throughout the pandemic when restrictions applied to number of people who could gather together, work on our srtes was on a maintenance only basis lthen restrictions were relaxed work began to bring the organisation and volunteer groups back up to speed, this included instruction and training sessions on using Austrian Scythes for haymaking Habitat management work included bringing the seven sites to the state we had planned them to be Delivering events to engage with the public: on 31 July we held a Bio-blrtz (a wildlife survey over a 24 hour period) at West Beckham Old Allotsllents. This supplemented regular species monrtoring of birds, plants, butterfiies and invertebrates by visiting experts and | our volunteers and was attended by local residents and other members of the public Negotiations were on-going with North Norfolk DistrÉct Council for the Trust to manage other Surveyors Allotment sites Close working links continued with RSPB Operation Turtle Dove, focusing on making West Beckham Old Allotments more suitable for attracting breedingTurtle Dove Continued to contribute to the National Trust Riverland's project, including surveying birds, buttefflies and plants in the Upper Bure catchment, and the Upper Bure River Valley eDNA project Winners ofthe CPRE Norfolk Countryside Champions Award Successful application to Norfolk Communty Foundation Greening our Communtties Fund, for a Grant to purchase night time monttoring equipmenl Facilitating Corporate Volunteer days wilh Marsh Insuran￿, Notwich Facilitating student volunteer time with Gresham's Schools Produced four Newsletters to keep partners, supporters, volunteers and collaborators abreast of the Trust's work & achievements. Summary of the main achievements of the charity. I 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 120 Additional infomiation loptional) You may choose to include further statements where relevant about: Achievements against objectives set | Pata 1.41 Funding opportunrties for Felbeck Trust have been severely depleted since the pandemic. Many grant funders remain focused on organisations tad(ling the effects of Coronavirus. Competition for funds is now greater for applicants for conservation projects. Opportunities to help fund on-going organisation costs (inSuran￿s, venue hire for meetings, etc.) would be well received, including project costs. Sufficient funds were maintained to continue to meet the Trust's core objectives in 2021- 2022. Performance of fundraising activities against objectives | Para 1.41 set NIA Investment performance against objectives I Para 1_41 NIA other Financial Review Review of the charity's financial position at the end of the period I Para 121 I Income - £2941.49 Expendtture - £2700 Reserves - £5000 Remaining - £8454.50 i Felbeck Trust Reserves Policy is to hold an amount in reserve to cover the cost of ,' recurring annual expenses (insurance, venue hire etc.) and to replace tools and .' equipment. 1 £5,000 Statement explaining the | policy for holding reseNes | stating why they are held I Para 122 Amount of reserves held | Para 1.22 i Reasons for holding zero i reserves I Par3122 INIA Details of fund materially in I Para 124 deficit NIA l Explar7alion of any l uncertainties about the charity continuing as a going con￿rn | Para 1.23 i There are no identified Un￿rtaIntieS aboLrt ! Felbeck Trust continuing as a going I COn￿M. Additional infomiation (optional) You may choose to include further statements where relevant aboLrt: Grant funding. Donations from private individuals eBay sales of donated goods l The charity's principal sources of fvnds {including i Para 1.47 any fundraising) NIA Investment policy and objectives including any social investment policy | adopted | Para 1.46 Insufficient volunteers to complete habrtat development and management work. Lack of fijnding to support on-going Conse￿ation projects.. pressure on existing funds has become greater following increases in the cost of living, the competition for grant funding has increased. making the risk of precarious finances more acute. Resurgence of COVID or related pandemic issues. Succession planning involving the next generation of volunteers and trustees. The increasing burden of governance may outweigh the benefit for individuals accepting trustee and officer positions in the future. A description of the pnncipal | Par2 1.46 risks facing the charity Other Structure, Governance and Management | Description of charity's i Type of goveming document i Para 125 I ConstitLrtion How is the charity constituted? le.g unincorporaied association. CIO) Para 1.25 | Charitable Incorporated Organisation l Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled j to appoint one or more trustees | Para 125 I In accordance with the Constitution, all ! trustees are appointed for a temi of three ,' years by a resolution passed at a meeting , of the Trustees. In selecting individuals for appointment as . Trustees, Felbeck Trust Trustees have regard to the skills, knowledge and ' experien￿ needed for the effective , administration of the CIO. Additional infomiation (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 chanty's organisational | structure and any wider | network with which the | charily works Para 1.51 Relationship with any related | 1.51 I parties | Other Reference and Administrative details Charity name | other name the Chartty uses Registered charity number l Felbeck Trust 1169619 | Charity's prinupal address Flat 1. 12 Cliff Avenue .' Cromer Norfolk , NR27 OAN Names of the charity trustees who manage the charity Trustee namè Office Ilf any} Dates acted rf not for Tlthole year Name of person lor body) entitl•d to appoint trustee Irf any) Trevor Williams Chair Helen Dawtson Secretary David Barrass Treasurer John Rea Deputy Chair Peter Maingay lan Bowland Eddie Anderson Nick Acheson Val Stubbs 10 Bev Taylor 7 December 2021 11 12 13 14 15 16 17 18 19 20 Corporate trustees- names of the directors at the date the report was approved ,' Dlré¢tor name Name of trustees holding title to property belonging to the tharity . Dates acted rf [￿tfor THhole year NIA Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of th Signature(s) arity's trustees Full name(s) Trevor Wlliams Position (eg Chair SeGretsry, Chair, etc) , Date b l)11 , @ 31/03/2022 **FELBECK TRUST** ## **Income and Expenditure Accounts** |**INCOME**
Grants - Norfolk Community Fund
Donations
Materials
Sales
Events / Other
**EXPENDITURE**
Insurance - COVID extn. to 17/06/21
Materials
Room Hire
Postage
Stationery
Tools & Equipment
Work Parties and Events
Donations : CGS etc
Surveyors Allotment Project
**SURPLUS (DEFICIT) FOR THE YEAR**
**Balance Sheet**
**CURRENT ASSETS**
Current Account
Cash float
**CURRENT LIABILITIES**
Creditors
**TOTAL NET ASSETS**
**RESERVES**
Balance B/Fwd :
Net movement for the year
Total Bank & Cash
Reserve re Equipment replacement cost
Available funds|YTD
to :
31/03/2022
**£**
1,500.00
1,434.29
7.20
0.00
0.00
**2,941.49**
196.00
533.13
104.00
5.10
44.34
1,632.31
185.12
0.00
0.00
**2,700.00**
**241.49**
13,397.54
56.96
0.00
**13,454.50**
13,213.01
241.49
**13,454.50**
**13,454.50**
**(4,111.00)**
**9,343.50**|YTD
to :
2021
**£**
0.00
931.21
0.00
5.06
0.00| |---|---|---| |||**936.27**| |||0.00
1,764.24
0.00
0.00
136.80
1,352.04
92.86
500.00
12.58| |||**3,858.52**| |||| |||**(2,922.25)**| |||13,172.55
40.46
0.00| |||**13,213.01**| |||16,135.26
(2,922.25)| |||**13,213.01**| |||**13,213.01**
**(4,111.00)**| |||**9,102.01**| F:\Felbeck Trust Accounts\Fin Year 2122\Felbeck Trust Accounts Financial Year 2122.xlsx (HARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts, Section A Independent Examiner's Report Report to the lrnst•esl Tr On accounts for the y￿￿r ended 31 Marth 2022 Chaiity no (rf any) 1169619 Set out on pages I report to the trustees (m my e￿MinatIon of the accounts of the above charity Trrf) for year ended 31103 12022. Responsibilibes and basis of report accounts in accor￿ *ryth the requirements of the Charrt￿S Act 2011 I report in resped of my examination of the Trust's accounts carried out under se(lion 145 of the 2011 Act and in caryirwJ out my examination, I have followed all the applicable Diredions given by the Charity Commission under section 145(5}(b) of the Act. Independent I have completed my examinatÉon. I confirm that no material matters have examinetrs statement come to my attention in cOnnedic￿ with the examination which gives me cause to believe that in, any material resped". the accountiThJ records we not kept in accordance with section 130 of the char￿eS Ad: or the accounts did not accord wtih the accountirKJ records.. or the a¢cc)urrts did not comply with the applicable requirements con￿mIng the form and content of accounts set out in the Charities (Accounts and Rep(xts) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view whith ￿ not a matter consi￿red as part of an independent examination. I have no ￿n￿m5 and have come across no other matters in connection with ts examination to which attention shoukl be drawn in this report in order to enable a proper urthrstarxjing of the a￿Unts to LE reached. Signed: 11109r2022 Nicholas S Kimber Relevant professlonal qualification(s) or body (If any): Address: SherirMJham IER Oct 2018 NR26 8NS oq Section 8 Disclosure Only complete rf the examiner needs to h￿hI￿ht matenal mattels of concem (see CC32, IndeF￿ndent examination of tharity a¢counts: directions and guida￿ for eX￿n￿[s). Give he￿ brief details of any items that the examiner wishes to disclose. IER Oct 2018