Trustees’ Annual Report for the period
From 1[st] April 2023 Period start date To 31[st] March 2024 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 2023 to 31 March 2024, Spinone Overseas For Adoption has successfully rehomed 22 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 £41,045 in donations and fundraising and spent a total of £38,641 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 to fund increasing veterinary bills and transport costs. |
| Amount of reserves held | Para 1.22 | £41,537 |
| 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 | |||
| Claire Hazel Vanessa Chapman |
Treasurer | |||
| Martha Tullberg | ||||
| Tracey Ceaton | ||||
– 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 |
||
| 20thSeptember 2024 | ||
| 20thSeptember 2024 |
| SPINONE OVERSEAS FOR ADOPTION | SPINONE OVERSEAS FOR ADOPTION | SPINONE OVERSEAS FOR ADOPTION | 117984 |
|---|---|---|---|
| Receipts andpayments accounts | |||
| For the period from |
01-Apr-23 | To | 31-Mar-24 |
Receipts and payments accounts CC16a For the period 01-Apr-23 31-Mar-24 To from
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 12,878 6,180 21,986 - - - - 41,045 - - - 41,045 16,422 19,093 554 2,573 - - - - - 38,641 - - - 38,641 2,403 - 39,134 41,537 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 12,878 6,180 21,986 - - - - - 41,045 - - - 41,045 16,422 19,093 554 2,573 - - - - - 38,641 - - - 38,641 2,403 |
Last year to the nearest £ |
|
| Adoption Donations | 12,878 | - | ||||
| Other Donations | 6,180 | - | ||||
| Auction | 21,986 | - | ||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
41,045 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - |
- | |||||
| ~~Sub total~~ | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Transport Costs | 16,422 | - | ||||
| Vets Bill | 19,093 | - | ||||
| Insurance | 554 | - | ||||
| Auction | 2,573 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 38,641 | - | ||||
| 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 |
||||||
| - | ||||||
| 2,403 | - | - | 2,403 | - | ||
| - | - | - | - | - | ||
| 39,134 | - | - | 39,134 | - | ||
| 41,537 | - | - | 41,537 | - |
CCXX R1 accounts (SS)
31/10/2024
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | 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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Bank Account PayPal Account Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 11,301 - 30,236 - - 41,537 - 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 | 31-Oct-24 | ||
CCXX R2 accounts (SS)
31/10/2024
2
Independent examlnorfs report to the trustees of Splnone Ovorseas for Adoption Trust I report to the trustees on my examinalion of the accounts (rf Spinone Overseas for Adoption Trust (the Trust) for the year ended 31* March 2024. Responsibilities and basis of report As the charty trustees of the Trust you are respons1te for th8 preparation of the accounts in accordance with the requirements of the Charities Ad 2011 (Ihe AL#'). I report in resped of my examination of the Trust's arxounts carrIj out uThJer section 145 of the 2011 Ad and In carrying out my examination I have followed all the applicable Direclions given by the Charity Ccrfnmission under section 145(5}(b) of the Ad. Independent examlner's ststement I have completed my examination. I confimi that no material matters have come to my attention in connection with the examinatton giving rne cause to believe that in any material resFeCt.' 1. aco)unting records were not kept in respect of the Trust as required by section 130 of the Acl. or 2. the acca)unts th not accord with those records. I have no concerns and have ¢x)me across no other matters in nneCtIon th the examination to which attention should be drawn in this report in order to enable a proper understanding of the aount5 to be reached. Signed Name: Daifjd Phillipson Address: 50 West Side Rise Olney Buckinghamshire MK46 5HP Date: J I'(&-.b(& £k4.