## **Trustees’ Annual Report for the period**
**From 1 August 2023 Period start date to 31 July 2024 Period end date Charity name: Raptor Aid CIO**
**Charity registration number: 117127**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To advance the education of the public**
**in matters pertaining to birds of prey**
**(raptors), their habitats, species**
**conservation and monitoring,**
**ornithology and avian biology.**
**To promote for the benefit of the public**
**the conservation and protection of birds**
**of prey (raptors) and their habitats.**|
|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|**Provision of educational and field**
**courses to schools, members of the**
**public including Wildlife Trusts.**
**We provide education in natural history,**
**conservation of habitats, species**
**conservation, ornithology, avian biology**
**and birds of prey conservation and**
**monitoring.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees have had regard to the**
**guidance issued by the Charity**
**Commission on public benefit.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||
SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**The Trustees are now in a position to**
**make grants and intend to do so once**
**funds become available, having regard**
**to core funds available to Raptor Aid**|
|Policy on social investment
including program related
investment|Para 1.38|**The Trustees are not as yet in a position**
**to make social investments.**|
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||||
|---|---|---|
|Contribution made by
volunteers|Para 1.38|**Volunteering was limited this year to**
**helping monitor certain species**
**(primarily Tawny owl) as part of nest**
**box schemes Raptor Aid support and**
**some owl pellet dissection workshops.**|
|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|
**Several public talks carried out to**
**a variety of groups.**
**Grant to BTO Young Leaders**
**course and Discover Canopy**
**‘Discover Raptors’ rope access**
**course.**
**Continued support of various**
**wild raptor monitoring schemes**
**which in turn we can use to**
**educate the public.**
**Consultancy based advice**
**offered to various organisations**
**and individual raptor study**
**groups.**
**Continued sales of nest boxes**
**and owl pellet dissection kits for**
**conservation and education**
**purposes.**
**Successful crowdfunder set up**
**for North of England Raptor**
**Forum short-eared owl satellite**
**tagging fund.**
**Attendance of conference**
**including NERF, Scottish Raptors**
**and BirdFair – The latter running**
**several owl pellet workshops**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
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Performance of fundraising Para 1.41 activities against objectives set
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21||
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**We hold no reserves other than £4724 in**
**bank funds at the year-end date.**|
|Amount of reserves held|Para 1.22|**£4724**|
|Reasons for holding zero
reserves|Para 1.22|**As a formative organisation funds are**
**not currently available to provide**
**reserves**|
|Details of fund materially in
deficit|Para 1.24|**Not applicable**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**The Trustees manage the charity from**
**generated cash flow and there is no risk**
**of not continuing as a going concern as**
**we have virtually no fixed overheads.**|
## **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|
**Donations, sales of raptor based items,**
**income from educational courses run by**
**the Trustees and membership subs.**
**Sales of nestboxes and educational**
**material for students of raptors**|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Not applicable**|
|A description of the principal
risks facing the charity|Para 1.46|**We have insignificant fixed overheads**
**and operate as our incoming cash flow**
**allows therefore our financial risks are**
**minimal.**|
|Other|||
P a g e 1 | 1
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Foundation CIO 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
trustees|Para 1.25|**Eligibility for trusteeship**
**(a)**
**Every charity trustee must be a**
**natural person.**
**(b)**
**No individual may be appointed**
**as a charity trustee of the CIO:**
**• if he or she is under the age of 16**
**years; or**
**• if he or she would automatically cease**
**to hold office under the provisions of**
**clause [12(1)(e)].**
**(c)**
**No one is entitled to act as a**
**charity trustee whether on appointment**
**or on any re-appointment until he or she**
**has expressly acknowledged, in**
**whatever way the charity trustees**
**decide, his or her acceptance of the**
**office of charity trustee.**
**(d)**
**At least one of the trustees of the**
**CIO must be 18 years of age or over. If**
**there is no trustee aged at least 18**
**years, the remaining trustees may only**
**act to call a meeting of the charity**
**trustees, or appoint a new charity**
**trustee.**
**Appointment of charity trustees**
**(1)**
**Apart from the first charity**
**trustees, every trustee must be**
**appointed for a term of three years by a**
**resolution passed at a properly**
**convened meeting of the charity**
**trustees.**
**(2)**
**In selecting individuals for**
**appointment as charity trustees, the**
**charity trustees must have regard to the**
**skills, knowledge and experience**
**needed for the effective administration**
**of the CIO.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees
P a g e 1 | 1
||||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|Raptor Aid CIO|
|---|---|
|Other name the charity uses|Raptor Aid|
|Registered charity number|1177127|
|Charity’s principal address|Coxwood Farm
Cox Lane
Rossett
Wrexham
LL12 0BG|
|||
P a g e 1 | 1
## **Names of the charity trustees who manage the charity**
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0|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||James Hill|Chair|Whole period|N/A|
||Stephen Joseph Watson FCA|Treasurer|Wholeperiod|N/A|
||Blake Williams||Wholeperiod|N/A|
||Anna Clark||Wholeperiod|N/A|
||Zoe Smith||Wholeperiod|N/A|
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
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||||||
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## – 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**
P a g e 1 | 1
## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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)**
James Hill
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
P a g e 1 | 1
## **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)** Stephen Joseph Watson FCA **Position (eg Secretary,** Treasurer **Chair, etc) Date M,D,Y**
P a g e 1 | 1
**Charity Name No (if any) Raptor Aid CIO 1177127 Receipts and payments accounts**
**For the period** Period start date Period end date **To from** 01/08/2023 31/07/2024
## **CC16a**
|**Section A Receipts and payments**|**Section A Receipts and payments**||||||
|---|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**16,023**
**-**
**2,334**
**1,556**
**-**
**514**
**872**
**710**
**609**
**22,618**
**-**
**-**
**-**
**22,618**
**2,091**
**1,021**
**418**
**849**
**500**
**2,339**
**-**
**1,312**
**226**
**1,382**
**9,919**
**1,203**
**2,066**
**23,326**
**-**
**-**
**-**
**23,326**
**- 708**
**5,432**
**4,724**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**16,023**
**-**
**2,334**
**1,556**
**-**
**514**
**872**
**710**
**609**
**22,618**
**-**
**-**
**-**
**22,618**
**2,091**
**1,021**
**418**
**849**
**500**
**2,339**
**-**
**1,312**
**226**
**1,382**
**9,919**
**1,203**
**2,066**
**23,326**
**-**
**-**
**-**
**23,326**
**- 708**||**Last year**
**to the nearest £**|
|**Donations received**|**16,023**|||||**3,257**|
|**Fund Raising**|**-**|||||**2,220**|
|**Nest box sales**|**2,334**|||||**3,683**|
|**Microscopes, pellets and kits**|**1,556**|||||**1,866**|
|**Guided walks/ courses/ talks**|**-**|||||**349**|
|**Gift Aid**|**514**|||||**558**|
|**Sales of other website merchandise**|**872**|||||**119**|
|**Membership subscriptions**|**710**|||||**435**|
|**Other income**
**_Sub total_**_(Gross income for AR)_|**609**|||||**150**|
||**22,618**|||||**12,637**|
||||||||
|**A2 Asset and investment sales, (see table).**|||||||
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_ **
**A3 Payments**|||||||
|||||||**12,637**|
||||||||
|**Nest boxes**|**2,091**|||||**3,582**|
|**Website & IT support support**|**1,021**|||||**745**|
|**Insurance**|**418**|||||**711**|
|**Paypal, Ebay and bank charges**|**849**|||||**486**|
|**Postage, Packaging and Carriage**|**500**|||||**508**|
|**Materials for web resale - hand magnifiers/**
**microscopes**|**2,339**|||||**705**|
|**First Aid Kits/ Courses**|**-**|||||**350**|
|**Equipment/ ladders/ drones etc.**|**1,312**|||||**-**|
|**Show exps/ display materials**|**226**|||||**656**|
|**Advertising & Marketing**|**1,382**|||||**382**|
|**Donations & grants**|**9,919**|||||**986**|
|**Monitoring, Fieldwork & Ringing costs**|**1,203**|||||**237**|
|**Other costs**|**2,066**||||||
|**_Sub total_ **|**23,326**|||||**9,348**|
||||||||
|**A4 Asset and investment purchases, (see**
**table)**|||||||
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**-**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**9,348**|
||||||||
||**- 708**|**-**|
**-**|
**- 708**||**3,289**|
|||||**-**||**-**|
||**5,432**|||**5,432**||**2,143**|
||**4,724**|**-**|
**-**|**4,724**||**5,432**|
**Section B Statement of assets and liabilities at the end of the period**
**Categories**
## **B1 Cash funds**
## **B2 Other monetary assets**
## **B3 Investment assets**
## **B4 Assets retained for the charity’s own use**
## **B5 Liabilities**
Signed by one or two trustees on behalf of all the trustees
|Signature
**Details**
**Details**
**Details**
**Details**
**Bank account**
PayPal account debits-credits
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,868**
**1,856**
**-**
**-**
**-**
**4,724**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Stephen Joseph Watson|**Endowment**
**funds**
**to nearest £**|
|---|---|---|
||||
|||**-**|
|||**-**|
|||**-**|
|||OK|
|||**Endowment**
**funds**
**to nearest £**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**Current value**
**(optional)**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**Current value**
**(optional)**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**When due**
**(optional)**|
||||
||||
||||
||||
||||
||||
|||Date of approval|
||||
||||
||||