2024-03-31-accounts

Trustees’ annual report (including Directors’ report) for the period

From: Period start date 01 April 2023

To: Period end date 31 March 2024

Charity name: Felbeck Trust

Charity registration number:1169619

Company number:N/A

Objectives and activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To promote for the benefit of the public the conservation, protection and improvement of the physical and natural environment by restoring and managing the habitat of native species of flora and fauna and promoting biological diversity in Norfolk.
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	Protecting and restoring 13 sites in Norfolk: Sustead Common & Surveyors Allotment, Road-side Nature Reserve, Spurrell’s Wood, East Beckham Common, West Beckham Green and West Beckham Old Allotments and surveyors allotments at Brinton, Gunthorpe (Bale), Hindolveston, Stow Heath, Wood Norton and Aylmerton
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 had regard to the guidance on public benefit issued by the Charity Commission.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making

Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	Felbeck Trust has no employees and no premises. Conservation and restoration work is mainly completed by volunteers, all trustees are unpaid volunteers. Around 3000 volunteer hours in 12 month period.
Other

Achievements and performance

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	• Negotiated with North Norfolk District Council for the Trust to manage, under 99 year agreements, 1 new Surveyors Allotment site: Aylmerton No 2 on 5 Dec 2023 - another NNDC site (Bodham) remains under consideration • Habitat management work included work at 13 sites • Delivered events to engage with the public: a Bioblitz (a wildlife survey over a 24 hour period) on 23rd June at West Beckham Old Allotments. This supplemented regular species monitoring of birds, plants, butterflies and invertebrates by visiting experts and our volunteers and was attended by local residents and other members of the public. • Close working links continued with RSPB Operation Turtle Dove, continuing progress on making West Beckham Old Allotments more suitable for attracting breeding Turtle Dove • Continued to contribute to the National Trust Riverlands project, including water quality testing, surveying birds, butterflies and plants in the Upper Bure catchment, and the Upper Bure River Valley eDNA project • Facilitated Corporate Volunteer days with Marsh Insurance, Norwich • Facilitated student volunteer time with Gresham’s School • Final Grant payment from Norfolk Resident Coast (£4060) for completed work on information boards and infrastructure improvements to two sites • Successful applications for funding from Farming in Protected landscapes (£1055) allowed purchase of replacement tools & equipment and Norfolk County Council’s Targeted Trees Scheme (£506) allowed purchase of whips to gap up hedges. Reimbursement of costs fell to 2024 - 2025 accounting period. • Produced four Newsletters to keep partners, supporters, volunteers and collaborators abreast of the Trust’s work & achievements • Maintained a website with regular “Blog” features following working parties • Held 4 trustees meetings and AGM • Nick Acheson (naturalist, conservationist & author) appointed as 3rd patron

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	N/A
Performance of fundraising activities against objectives set	Para 1.41	Felbeck Trust is managed entirely by volunteers, sufficient funds were maintained to continue to meet the Trust’s core objectives in 2023 - 2024. However, trustees note few funding opportunities for Felbeck Trust. Many funders remain focused on grants to alleviate poverty. Competition for less overall funding is now greater for conservation projects. Very, very few funding opportunities exist to help with essential running costs (insurances, web presence, venue hire for meetings, etc.).
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial review

Review of the charity’s financial position at the end of the period	Para 1.21	Total net assets £6423
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Felbeck Trust Reserves Policy is to hold an amount in reserve to cover the cost of recurring annual expenses (insurance, website, venue hire etc) and to replace tool & equipment.
Amount of reserves held	Para 1.22	£6423
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	No uncertainties at present

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	Grant funding, private donations, eBay sales
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	Grant funding opportunities remain severely depleted. Many funders remain focused on grants to alleviate poverty. Competition is now greater for funding for conservation projects. Opportunities to help fund essential running costs (insurances, web presence, venue hire for meetings, etc.) are significantly limited.
Other

Structure, governance and management

Description of charity’s trusts:
Type of governing document: for example,trust deed, memorandum and articles of association etc	Para 1.25	Constitution
How is the charity constituted? for example limited company, 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	Skill gaps analysis, advertising in quarterly newsletter and word of mouth

Additional information (optional)

You may choose to include further statements where relevant about:

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Para 1.51
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
Relationship with any related
parties
Other
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Reference and administrative details

Charity name	Felbeck Trust
Other name the charity uses
Registered charity number	1169619
Charity’s principal address	Flat 1, 12 Cliff Avenue, Cromer, Norfolk NR27 0AN

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)
1 2 3	Trevor Williams	Chair
	Helen Dawson	Secretary
	David Barrass	Treasurer
	John Rea	Deputy Chair
	Peter Maingay
	Ian Bowland
	Val Stubbs
	Bev Taylor
	Nigel Smith		From 06.09.23

Susan Nicholls 06.09.23 - 12.03.24

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 company has taken advantage of the small companies’ exemption in preparing the report above.

The trustees declare that they have approved the trustees’ report (including directors’ report) above.

Signed on behalf of the charity’s trustees/directors

Signature(s) Full name(s) Helen Dawson

Position (for example Secretary Secretary, Chair, etc)

Date 21 December 2024

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CHARITY COMMISSION FOR ENGLAND ANO WAIES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Felbeck Trust On accounts for the year ended 31 March 2024 Charity no lif any) 1169619 Set out on pages I report to the trustees on my examinats.on of the accounts ()f the above charity (Ihe Twsfi for the year ended 31 March 2024. Responsibilities and basis of report As the chartty's trustees, you are responsible for the preparation of the accourrts in accordance with the requirements of the Charities Act 2011 ("the Acr) I rewrt in respect of my examination of the Trust's accounts Ca￿led 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}(bl of the Act. Independent I have compleled my examination. I confirn that no material matters have examinerfs statement come to my attention in connection with the examination which gives me cause to believe that in. any material res￿Ct". the accounting records were not kept in accordance V￿th section 130 of the Charities Act; or the accounts did not accord wrth the accounting records.. or the accounts did not comply with the applicable requirements conceming the fomi and content of acwunts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and faiff view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection WFth the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. Signed: Date: 24 August 2024 Name: Nicholas S Kimter Relevant professional qualification(s) or body (if anyl: Address: 30 Beech Avenue Sheringham Norfolk IER Oct 2018