| SORP reference | ||||
|---|---|---|---|---|
| Summary ofthe purposes the charity as set out in its governing document |
of | To promote for the benefit of the public the conservation, protection and imProvement of the physical and natural |
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| environment by restoring and managing the habitat of native species offlora and |
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| fauna and promoting biological diversity |
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| in Norfolk. | ||||
| Summary ofthe main activities in relation to those purposes for the public |
Para 1.17and 1.19 |
Protecting and restoring twelve sites in Norfolk: Sustead Common 8 Surveyors Allotment, Road-side Nature Reserve, |
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| benefit, in particular, |
the | Spurrell's Wood, East Beckham Common, |
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| activities, projects or | West Beckham Green and West Beckham | |||
| services identified in |
the | Old Allotments and surveyors allotments at |
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| accounts. | Brinton, Gunthorpe (Bale), Hindolveston, |
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| Stow Heath and Wood Norton | ||||
| Statement confirming whether the trustees have had regard to the guidance |
Para 1.18 | All trustees have had regard to the guidance on public benefit issued by the Charity Commission. |
||
| issued by the Charity | ||||
| Commission on public |
| SORP reference | ||||
|---|---|---|---|---|
| NIA | ||||
| Para 1.38 | ||||
| Policy on | grant making | |||
| NIA | ||||
| Policy on | social investment | Para 1.38 | ||
| including | program | related | ||
| investment |
| Felbeck Trust has no employees | Felbeck Trust has no employees | Felbeck Trust has no employees | and no | |||||
|---|---|---|---|---|---|---|---|---|
| Para | 1.38 | premises. | Conservation | and restoration | ||||
| Contribution | made | by | work is mainly completed | by volunteers. | ||||
| volunteers | ||||||||
| NIA | ||||||||
| Other |
| Funding opportunities for Felbeck Trust |
Funding opportunities for Felbeck Trust |
|||
|---|---|---|---|---|
| have been severely depleted since the | ||||
| Performance | offundraising | pandemic. Many grant funders remain |
||
| activities against objectives | Para 1.41 | focused on organisations tackling the |
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| set | effects ofCoronavirus or alleviating |
poverty. | ||
| Competition for funds is now greater |
for | |||
| conservation projects. Opportunities |
to help | |||
| fund on-going organisation costs |
||||
| (insurances, venue hire for meetings, |
etc.) | |||
| are also limited. | ||||
| Sufficient funds were maintained to |
||||
| continue to meet the Trust's core objectives | ||||
| in 2022 - 2023. | ||||
| NIA | ||||
| Investment | performance | Para 1.41 | ||
| against objectives |
| Financial | Review | Review | Review | Review | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Review of | the charity's | Para 1.21 | Income 83083 | ||||||||||
| financial position |
at | the | end | Expenditure 86691 |
|||||||||
| ofthe period | |||||||||||||
| Statement | explaining | the | Para 1.22 | Felbeck Trust Reserves Policy is to | hold an | ||||||||
| policy for holding | reserves | amount in reserve to cover the cost |
of | ||||||||||
| stating why |
they | are | held | recurring annual expenses (insurance, |
|||||||||
| website, venue hire etc.) tools and equipment. |
and to replace | ||||||||||||
| Amount of |
reserves | held | Para 1.22 | f5000 | |||||||||
| Reasons for holding | zero | Para 1.22 | N/A | ||||||||||
| reserves | |||||||||||||
| Details offund materially | in | Para 1.24 | N/A | ||||||||||
| deficit | |||||||||||||
| Explanation | ofany | Para 1.23 | There are no identified uncertainties |
about | |||||||||
| uncertainties | about the | Felbeck Trust continuing | as a going | ||||||||||
| charity continuing | as a going | concern. | |||||||||||
| concern | |||||||||||||
| Additional | information | (optional) | |||||||||||
| You may choose to include | further statements | where relevant about: |
|||||||||||
| Grant funding for specific |
projects | ||||||||||||
| Donations from local residents and |
|||||||||||||
| The charity's principal sources offunds (including |
Para 1.47 | members ofthe public eBay sales ofdonated items |
|||||||||||
| any fundraising) | |||||||||||||
| N/A | |||||||||||||
| Investment | policy and | ||||||||||||
| objectives | including | any | Para 1.46 | ||||||||||
| social investment | policy | ||||||||||||
| adopted | |||||||||||||
| Insufficient volunteers |
to complete | ||||||||||||
| habitat development and management |
|||||||||||||
| A description | ofthe principal | Para 1.4S | work. | ||||||||||
| risks facing | the charity | Lack offunding to support on-going |
|||||||||||
| conservation projects: pressure |
on | ||||||||||||
| existing funds has become greater | |||||||||||||
| following increases in |
the cost of | living | |||||||||||
| and competition for grant funding |
has | ||||||||||||
| increased making the |
risk ofprecarious | ||||||||||||
| finances more acute | |||||||||||||
| Resurgence ofCOVID or related |
|||||||||||||
| pandemic issues. |
|||||||||||||
| Succession planning |
involving the |
next | |||||||||||
| generation ofvolunteers and trustees. |
|||||||||||||
| The increasing burden |
of governance | ||||||||||||
| may outweigh the benefit for individuals |
|||||||||||||
| accepting trustee and | officer positions | in |
NIA Other
| Description | ofcharity's | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| trusts: | |||||||||
| Type of governing document |
Constitution | ||||||||
| (trust deed | royal charter) | ||||||||
| How is the | charity | Para 1.25 | CIO | ||||||
| constituted? | |||||||||
| (e g uninco! | poralecl | ||||||||
| associatio. | , | CIO) | |||||||
| Trustee selection methods | Para 1.25 | In accordance | with the Constitution, | all | |||||
| including details ofany |
trustees are | appointed | for a term of | three | |||||
| constitutional | provisions e.g. | years by a resolution | passed at a meeting | ||||||
| election to | post or name of | ofthe Trustees. | |||||||
| any person | or body entitled | ||||||||
| to appoint one or more | In selecting | individuals | for appointment | as | |||||
| trustees | Trustees, Felbeck Trust Trustees have | ||||||||
| regard to the skills, knowledge and |
|||||||||
| experience needed for the effective | |||||||||
| administration | ofthe CIO. |
| N/A | ||||
|---|---|---|---|---|
| Policies adopted |
and procedures for the induction |
Para 1.51 | ||
| and training | oftrustees | |||
| N/A | ||||
| The charity's | organisational | |||
| structure | and any wider | Para 1.51 | ||
| network | with | which the | ||
| charity works | ||||
| N/A | ||||
| Relationship | with any related | Para 1.51 | ||
| parties | ||||
| N/A | ||||
| Other |
| Charity name | Charity name | Felbeck Trust |
|---|---|---|
| Other name | the chadty uses | N/A |
| Registered | charity number | 1169619 |
| Trustee name | Office (ifany) | Dates acted ifnot for whole year |
Name ofperson (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| Trevor Williams | Chair | |||
| 2 | Helen Dawson | Secretary | ||
| 3 | David Barrass | Treasurer | ||
| 4 | John Rea | Deputy Chair | ||
| 5 | Peter Maingay | |||
| 6 | lan Bow(and | |||
| 7 | Eddie Anderson | 01.04.22 - 13.09.22 | ||
| 8 | Nick Acheson | |||
| 9 | Val Stubbs | |||
| 10 | Bev Taylor | |||
| 12 | ||||
| 13 | ||||
| 14 | ||||
| 15 | ||||
| 16 | ||||
| 17 | ||||
| 18 | ||||
| 19 | ||||
| 20 |
| Trustee | name | Dates | acted | ifnot | for | whole | year |
|---|---|---|---|---|---|---|---|
| N/A |
| o ea | Dupe | Dupe | s | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | to | year to | Ymm | to | Ymm | to | |||||||||||
| 31-Mar | 31-Mar | 31-Mar | 31-Mar | ||||||||||||||
| 2023 | 2023 | 2022 | 2022 | ||||||||||||||
| e | |||||||||||||||||
| Restricted | Invest | ie md | |||||||||||||||
| Notes | Unrestncted | Funds | Funds | nmd | R~i ted | Funds | |||||||||||
| 'INCO6IE | |||||||||||||||||
| Grants | 0.00 | 1,740.00 | 0.00 | 1,500.00 | |||||||||||||
| Dormtions | 719.19 | 000 | 1,434.29 | 0.00 | |||||||||||||
| Matemals | O.IN | 720 | 0.00 | ||||||||||||||
| 'Gift Aid | 3u.17 | 0.00 | O.OD | 0.00 | |||||||||||||
| Awards | 0.00 | DIN | 0.00 | 0.00 | |||||||||||||
| Sales | 312.(7 | 000 | 0.00 | 0.00 | |||||||||||||
| Events | 0.00 | 000 | 0.00 | 0.00 | |||||||||||||
| 1,343.03 | 1,740.00 | 1,441.49 | |||||||||||||||
| Norfolk Resilient Coast Partnership | Grant | ||||||||||||||||
| Insurance | 198.62 | 000 | 196.00 | 0.00 | |||||||||||||
| , Room Hire | 19.00 | 000 | 104.00 | 0.00 | |||||||||||||
| ExpoInes | 54.45 | O.OD | 0.00 | OCO | |||||||||||||
| Materials | 878.62 | 1,324.72 | 533.13 | 0.00 | |||||||||||||
| Tree Suivniy | 0.00 | 1,000.00 | 0.00 | 0.00 | |||||||||||||
| 'Donations | 250.00 | 0.00 | 0.00 | 0.00 | |||||||||||||
| Postage | 1180 | OSN | 5.10 | 0.00 | |||||||||||||
| Stat onery | d | IT | 173.80 | 000 | 44.34 | 0.00 | |||||||||||
| Tools 6 Equ | pment | 1,236.15 | 000 | 132.31 | 1,500/N | ||||||||||||
| Work Parties/Events | 190.32 | 000 | 185.12 | 0.00 | |||||||||||||
| Sadlers Wood, North | Walsham | 0.00 | 000 | 0.00 | 000 | ||||||||||||
| Surveyors | Allotment | 1,353.67 | 0.00 | 0.00 | 0OD | ||||||||||||
| 4,366.43 | 2,324.72 | 1,200.00 | |||||||||||||||
| 'SURPU/8 | (DEFICIT) FOR THE YEAR | (3,023.40) | (584.72) | 241.49 | 0.00 | ||||||||||||
| Bala | |||||||||||||||||
| 'CURRENT | ASSETS | ||||||||||||||||
| Current Account |
9,76008 | 13,397.54 | |||||||||||||||
| Cash float | 86.30 | 56.96 | |||||||||||||||
| 'CURRENT | LIABILT(IES | ||||||||||||||||
| Creditors | |||||||||||||||||
| TOTAL NET ASSETS | 9,846.38 | 13,454.50 | |||||||||||||||
| 'FUNDS OF | THE CHARITY | ||||||||||||||||
| Restricted | Funds | ro84.72) | 0.00 | ||||||||||||||
| Unrestricted | Funds | 10,431.10 | 13,45450 | ||||||||||||||
| Total CharityFunds | 9 | 846.38 | 13,454.5D | ||||||||||||||
| IN I | 'ycol' | 'to | year 'to | year | to | youp | to | ||||||||||
| 31-Mar | 31-idar | 31-Mar | 31-)nap | ||||||||||||||
| ,~te I — | rwrl* | ID23 | 2023 | 2022 | 2022 | ||||||||||||
| e | |||||||||||||||||
| Restmcted | Unpcltl'ictcd | ||||||||||||||||
| Unrcmnmcd | Funds | Funds | Funds | Rcslricted | Funds | ||||||||||||
| Norfolk Resdient Caast Partnership |
Grant | 0OD | 1,740.00 | 0.00 | 000 | ||||||||||||
| Norfolk Community |
Fund Grant | 0.00 | 0.00 | 1,500.0D | |||||||||||||
| Total Grants | 0.00 | 1,740.00 | 0.00 | 1,500.00 | |||||||||||||
| At 1 Aprd | 2022 | Incolne | Expelalltupc | At 31Mar | 2023 | ||||||||||||
| 5 | |||||||||||||||||
| Geiwral Funlh | 9,343.50 | I343.03 | (4366.43) | 6 | 320.10 | ||||||||||||
| Equipment | Fund | 4.nl.00 | 0.00 | 4,11100 | |||||||||||||
| 13454.50 | 1.343.03 0. | (4,366.43) | 10,431.10 | ||||||||||||||
| ~timed | Pd | ||||||||||||||||
| Norfolk Resilient Coast Partnership | Grant | 0.00 | 1,740.00 | (2,324.72) | (584.72) | ||||||||||||
| 0.00 | 1,740.00 0. | (2.324.72) | (584.72) |
| At | 1 | April 2021 | II leo illa | Expendhture | At 313(ar 2022 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| umsac(eted | rum(a | ||||||||||
| 6eneral | Funds | 9,10201 | 1,441.49 | (1,200.00) | 9,343.50 | ||||||
| Equipment | Fund | 4,elao | 0.00 | 4loco | |||||||
| 13,213.01 | 1,441.49 0. | (1,200.00) | 13,454.50 | ||||||||
| i | NorFolk | Community | Fund | 6rant | (1,500.00) | ||||||
| 0 00 | 1,500.00 0. | (1.500.00) |