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2021-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2020 Period start date To 31[st] March 2021 Period end date

Charity name: SPINONE OVERSEAS FOR ADOPTION

Charity registration number: 117984

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 (1) Advancement of animal welfare
(2) Specifically, assisting homeless, or
abandoned, or otherwise in need dogs
in poor health,
mistreated or otherwise at risk to:
i) Better health
ii) Be found safe and appropriate
homes throughout the UK and Europe
iii) Long term monitoring of their care
(3) The CIO will focus but not be limited
solely to the care of Italian Spinone
breed.
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		 Trustees use the following criteria for
the animals/people surrendering the
animals:
Dogs of Spinone breed, mix or type
outside of the UK.
Dogs who have been abandoned,
neglected or abused.
Dogs which, after initial veterinary
check, are shown to be free from deadly
disease and able to withstand
travel.
Dogs who are available to be rehomed
outside of the home nation.
Trustees use the following criteria for
the new owners wishing to adopt a dog:
Owners who have appropriate space
and lifestyle to care for the dog.
Owners who have experience in the
breed or who have experience in dog
ownership and care.
Owners who are open to guidance on
behaviour challenges.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity		 Para 1.18 In setting objectives and planning for
activities, the Trustees have given due
consideration to general guidance
published by the charity commission
relating to public benefit.

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
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38 The charity is run by volunteers without
whom, we could not undertake the work
we do
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 During the period 1st April 2020 to 31
March 2021, Spinone Overseas For
Adoption has successfully rehomed 38
dogs from Italy to the UK.
The charity has also continued to focus
on education and has developed the
website to include information about
caring for, training and tackling past
trauma in Spinone dogs.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41

Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 During the period, Spinone Overseas for
Adoption raised £34,738 in donations
and fundraising and spent a total of
£22,275 on transport costs and vets
fees.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Any surplus funds are held in reserve to
be used in future years
Amount of reserves held Para 1.22 £15,285
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 N/A

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
These are individual donations from the
public.
The majority of the donations have
come from publicised appeals to social
media sources and from adopters of
dogs.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:		 N/A
Type of governing document
(trust deed, royal charter)		 Para 1.25 CIO Foundation 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 In selecting trustees, the existing charity
trustees take into account their skills,
knowledge and experience to ensure the
effective administration of the charity.

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 The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Spinone Overseas for Adoption
Other name the charity uses
Registered charity number 117984
Charity’s principal address The Homestead
Rivar Road
Shalbourne
Marlborough
Wiltshire
SN8 3QE

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Sarah-Jane Newton Chairman
Laura Norris Secretary 1 April 2020 – 14 January
2021
Claire Hazel Vanessa
Chapman		 Treasurer
Martha Tullberg 14 January 2021 – 31 March
2021

– 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 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)

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)
Position (eg Secretary,
Chair, etc)
Date
Sarah-Jane Newton

Chair
28thSeptember 2021
28thSeptember 2021
SPINONE OVERSEAS FOR ADOPTION SPINONE OVERSEAS FOR ADOPTION SPINONE OVERSEAS FOR ADOPTION 117984 117984 117984 CC16a
For the period
from		 01-Apr-20 To 31-Mar-21
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
14,340
3,598
16,800
-
-
-
-
34,738
-
-
-
34,738
13,429
8,846
-
-
-
-
-
-
22,275
-
-
-
22,275
12,463
-
2,822
15,285		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
14,340
3,598
16,800
-
-
-
-
-
34,738
-
-
-
34,738
13,429
8,846
-
-
-
-
-
-
-
22,275
-
-
-
22,275
12,463		 Last year
to the nearest £
Adoption Donations 14,340 -
Other Donations 3,598 -
Auction 16,800 -
-
- -
- -
- -
- -
Sub total(Gross income for
AR)		 34,738 -
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
-
Transport Costs 13,429 -
Vets Bill 8,846 -
-
- -
- -
- -
- -
- -
- -
**Sub total ** 22,275 -
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
-
12,463 - - 12,463 -
- - - - -
2,822 - - 2,822 -
15,285 - - 15,285 -

CCXX R1 accounts (SS)

29/09/2021

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
Bank Account
PayPal Account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
5,565
-
9,719
-
-
15,285
-
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
CHV Chapman		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
CHV Chapman 25-Sep-21

CCXX R2 accounts (SS)

29/09/2021

2

Example 4.2: examinerfs unqualified report (for a non-company charity preparing receipts and payments accounts) with a gross income of £250.000 or less in the relevant financial year Independent examinerfs report to the trustoes of Spinone Overseas For Adoption Trust I report to the trustees on my examination of the accounts of the SKMnone oVe￿eaS For Adoption Trust (Ihe Trust) fLY the year ended 31st March 2021. Re8pon8ibilities and basis of report As the charity trustees of the Trust you a￿ ￿5￿nsible for the preparation of the accounts in accordance ￿1th the requirements of the Charities Act 2011 (the Act.). I report in respect of my examination of the Trust's accounts carried out under se(Xion 145 of the 2011 Act and in carying out my examination I have follo￿j all the applicable Directions given by the Charity Commission under s￿.On 145(5){b) of the A(* Independent examinerfs statement I have completed my examination. I COnfi￿n thal no material matters have come lo my attention in connection with the examinats'on giving me cause to believe that in any material respect: 1. accounting reo)rds were not kept in respect of the Trusl as required by section 130 of the Act., or 2. the a￿￿untS do not accord with those records. I have no concems and have come auoss 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: Name: Address: Mr. David Phillipson 50 West Side Rise. Olney, Bucks. MK46 5HP 291h January 2022 Date.. Independent examination of charity acco¢Jnts.' Difections and guidan￿ for examfners {CC321