## **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: **----- Start of picture text -----**
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
**----- End of picture text -----**
## **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 31. 3J.I 31.lkn 31.M 7L9.19 o. &ft Aid 3JLI7 )7.43 3JL6Y o.t¥J IJ9003 X.3¥5.03 203( 19a l9IXJ 45 om iT&7 1224m L3tQ7E 93255 o) Ejlll F￿d 25T. om JIA) 5*ulvJr4ry& Tod*&EypT¢ iJiB om 558 14 IZJ6i5 Z14.B8 QA)J om om IJ5367 5.W.27 4.366. 2.324.72 p.ro3. 6A2901 L93 9.Tr) Cathf Cr¢thl¢rt fy.¥2.91 9.W 3• UrnTsPridEd fvv 798**) .43lTr) 0.4ri.91 g.a4.3 31-V ZQZ4 31-+tr F*rfolkkesiknrc IL Tfjt￿ 6Mnts AtIApII2023 6E￿r￿ fu￿ 6120 3.4791 14 4JILiNI 35Ji 7.￿ 90 4.057.23 rs/helen/Documents/Documents - Apple-smac (4yFelbetk Tnkst/Ann Accounts/2023 -20241Upload to CC/Felbeck Trust Accounts .721 4 FYi&-ont 4) S.056.ZY 1kn.401 tIA￿lf￿2 At 311kn•JZ3 Furds F￿r (4ts431 oth) 14.366.44 om 4JIL .dfA. ZX4.T2 t.324.72 1.740fRI /helen/Dotuments/Documents - Apple-iA•oc (4)/Felbeck Tr￿%1/Ann ReFtrt a Accounts12023 -20241Upl¢ad to CC/Felbeck Trust Accounts 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