Trustees’ Annual Report for the period
From 01 April 2024 To 31 March 2025
Charity name: Felbeck Trust
Charity registration number: 1169619
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 | ||
| N/A | ||
| Para 1.38 | ||
| Policy on social investment | ||
| including program related | ||
| investment |
| 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. Up to 2000 volunteer hours in 12 month period. |
|---|---|---|
| Other |
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 | • Habitat management work included work at 13 sites • Delivered events to engage with the public: Bioblitzes (24-hour wildlife surveys) at East Beckham Common in May and at Wood Norton and Hindolveston Surveyors’Allotments in June. These were aOended by local residents and other members of the public. AOended wildlife events and gave presentaPons to various groups to engage with and inform the public about Felbeck Trust’s work and goals • Regular species monitoring of birds, plants, buOerfies and invertebrates carried out at our sites by visiPng experts. The Felbeck Trust Ringing Group. was established. Ringing takes place at a number of Felbeck Trust sites under the aegis of the BriPsh Trust for Ornithology, • Carried out several fundraising events including a folk concert in June 2024 and ‘Nature, Climate and the Church of England: the Bishop of Norwich in ConversaPon with Nick Acheson' in March 2025.The laOer also served to spread the word about the work that Felbeck Trust carries out. • At the Norfolk Biodiversity Awards in September 2024, Felbeck Trust won the ‘Groups’award while two of our sites - Sustead and West Beckham Old Allotments were joint runners-up in their‘Spaces for Nature’ category. • Close working links conPnued with RSPB OperaPon Turtle Dove, conPnuing progress on making West Beckham Old Allotments more suitable for aOracPng breeding Turtle Dove. CollaboraPon with other local landowners who are parPcipaPng in the OperaPon Turtle Dove scheme. • ConPnued to contribute to the NaPonal Trust Riverlands project, including water quality tesPng. • Facilitated Corporate Volunteer days with Marsh Insurance, Norwich, student volunteer Pme with Gresham’s School, and volunteer a`ernoons with North East Norfolk ConservaPon Volunteers • Produced four NewsleOers, circulated to 240 email addresses, a blog and a website to keep partners, supporters, volunteers and collaborators abreast of the Trust’s work & ~~achievements~~ |
|---|---|---|
• Produced four NewsleOers, circulated to 240 email addresses, a blog and a website to keep partners, supporters, volunteers and collaborators abreast of the Trust’s work & ~~achievements~~
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 2024-2025. 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.). Money was raised by organising several social events drawing on local connections and communities which also serves to raise the profile of the work of the Trust. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Total net assets £9195 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Felbeck Trust reserves policy is to hold sufficient to cover the cost of recurring annual expenses and replacement costs of tools and equipment. |
| Amount of reserves held | Para 1.22 | £10,049 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No current uncertainties |
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, donations, events and 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 | Fewer grants available with increased competition. Limited opportunities to fund recurrent and maintenance costs. |
| 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 |
Para 1.25 | Skills gap analysis, encouragement to the volunteers, advertising in newsletter distributed to |
| ~~trustees~~ |
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 | Chair and Vice Chair and Secretary guide and advise as appropriate. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Mandatory officer posts only. Flat organisation structure. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Felbeck Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1169619 |
| Charity’s principal address Hiraeth, 42 Aylsham Road, Tuttington, Norwich, NR11 6TE, Norfolk |
|
|---|---|
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 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trevor Williams |
Chair | ||
| Helen Dawson | Secretary | |||
| John Rea | Deputy Chair | |||
| Valerie Stubbs | Vice chair | |||
| David Barrass | Treasurer | |||
| Peter Maingay | ||||
| Ian Bowland | ||||
| Beverley Taylor |
||||
| Nigel Smith | ||||
| Bridget Fisher | From 11/12/2024 | |||
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)
Full name(s) Bridget Mary Fisher ~~es~~
Position (eg Secretary Secretary, Chair, etc) ~~a~~
Date 15 January 2025 ~~|~~
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees FELBECK TRUST On accounts for the year ended 31 March 2025 Charity no (if any) 1169619 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended 31 March 2025 Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the 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 ststement 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: 9 September 2025 Name: Roger Unite Relevant professional qualification(s) or body {if any): ACA Address: Flint Barn, Holt Road. Thornage. NR25 7QB IER Oct 2018
FELB TRUST yeor to 31-lknr ye4r to 31-lknr yeor to 31.mar ywto 31-Mar 202S 2025 2024 2024 kntes Fwds R¢thd¢d Fw¥ UN¥ld¢d R4th¢i¢d Fwds IhlCOME 6MnlS 6.143.43 o. 4.060.OJ 0.0) 4274n6 25.98 1.082.60 IA4t¢rio1s 6ifi Aid 516.18 o.cKJ Awdrds o. 0.0) $91¢s EniS Tfr 1,297.77 3.144. sm 9)7.43 OLb) Is.ts)I OA 9.t62.99 6. 138.43 1.590.03 4.Q60.LbJ EXPENtsITUkE 221.45 203.09 koom Hire 30.fJ) o. Exp¢As¢s Mat¢riéls 0.0) 0.0) O.L)) o.ts) 1.924.30 543.76 1,727.09 1.2Z4.C¢ IACO. PleSSOr31 ftes Timb¢r H¢d9lN9 Tree Sur9ery Bird Food 882.05 187.eo 932.YJ 09) 0.40 420.Q) 3CV.tsJ 265.20 257.60 o.ts) 0.0) 0.0) o.tr) P¢stO9¢ Stotiorery a IT Tool$ & EqUiPnI Site Works 6.)9 0.0) o.oj 274.18 123.88 587.95 122.86 556.14 1.054.59 830. oo) Machlwy Work Parlies/EN%nts 1.534.96 4.17T.44 0.0) om 2YJ.95 214.88 7.197.63 5.431.60 4.037.23 5.036.27 SVAPLUS ItsEFICIT) FOR THE VEAA 2.06S.36 12.447.201 1976.zn Césh and gank Bo¢$ L4nd Too15 artd E¢wlpmeni Mtsehinery B¢iik Bdlraice e8409,41. Petty Cash £IS9.4. Ebty £566.23 ot Swrrels Wood pjrC f•p £40.QXin 2021 Taols dnd E4thIXWI Mth o tost ye gt £6.328 Mathifieryynth o $1 vdur ol £5.712.4 Restricted Funds The FIPL for 24125 is thowm In th¢ ely¥S•+ fw4s a¥ od¢blar fipre. The rewuts th¢ find prymnl due from F*ir¥fflch CtyJnty retseved on 22 Apr 2025.
vear to 31-Mar ycor to 31-Mor yeor to 31-lknr 2023 yeor lo 31-Mar 2023 2024 2024 Vrrtttrided kothcftd Flmdx VIertc1¢d FLrth Rutrict¢d FLmds 4.060.Q) Norfolk ktsilicnt Coa# Parfwship 6rant FIPL 6rnnt 24125 FIPL 6Mnt 25126 East West Beekham PC 6ront WarrIOnS 6rant Nbrfo1k County Cou•¢il 6ront Tot01 Sronts 0.0) 1.054.59 3.427.44 759 511.40 6.143.43 4.069C At I Ipril 2024 In¢ome Expendit rranrfers Ai 31 Mar 2025 6¢neral Funds EquiptD¢n* Furtd 4.431.04 3,552.86 7.983.90 9,257.99 lo.?.6@) 1587.951 17.197.631 5.Q) o.c¥) 7.084.35 2.964.91 10,019.26 9.257.99 Norfolk Resili¢nt Coost Portwship 6ront FIPL 6nant 24125 FIPL fvni 25126 Etsst W¢st Beckhom PC 6ranl WarE¥Jrlons 6ranl Nknrlolk (tY C•uncil fjront 0.0) 11,t)54.591 0,0) oo) 14.281.661 I7.09) 14CpJ.ts)I 0.0) o.rJ) 0.0) o.fy) i.OJ4.59 3.427.44 79).ts) 18Y,221 0.0) otr) 1x16.401 11.500.991 511.40 6.143.43 (SQ)) 15.ty)I Q.Cp) 18Y.221 15.431.O6) At l April 2023 Inc¢m¢ Expenditure Trdnsfers At 31 Mar 2024 6erterol Funds EquipmEnt Fund 6.320.10 4,111.Q) 10.431. 10 1.590.03 0.0) I,S90.03 13.479.091 1558 141 14.037.231 4,431.04 3.552.86 7.983.90 )rf41k Aesilient Ccasi Partwship 6rnnt PIPL fjrant )rf¢lk C4unty Council 6ront 1584.721 4.oe4,cx) 13.475.281 lo.} 11.054.591 IXi$.401 li.WJ,991 o.rJ) ¢.0) 1x16.401 15.036.2n 1584.721 4,060.0)