2023-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2022 Period start date To 31[st] March 2023 Period end date

Charity name: Initiative for Nature Conservation Cymru Charity registration number: 1180113

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 natural environment of Wales in such ways as the trustees think fit and including by advocacy, carrying out research and publishing the useful results thereof and promoting biodiversity. To advance the education of the public in the conservation, protection and improvement of the natural environment of Wales by providing information and through raising awareness.
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	Over the past 12 months (April 2022 – March 2023) INCC has: • Delivered 20 educational talks • Worked with over 60 volunteers • Worked with 33 landowners • Delivered 10 school / children’s groupconservationactivities • Delivered 18 volunteer events • Delivered 3 training days • Written 16 articles • Written 1 press release • Given 5 radio interviews / segments • Given 1 TV interview / segment
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees of INCC are aware of their legal requirement under the Charities Act to have regard to the commission’s public benefit Guidance (PB1, PB2 and PB3). Furthermore INCC Trustees have taken the guidance into account when making a decision to which the guidance is relevant.

Additional information (optional) You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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	INCC is promoting the conservation, protection and improvement of the natural environment of Wales for public benefit, both practically on the ground and through campaigns, education, and the publication Natur Cymru magazine, the sole focus of which is appreciation and protection of wildlife and habitats in Wales. Education and Outreach INCC believes that involvement with wildlife and nature conservation is essential in creating a society that intrinsically values the natural world. Learning about wildlife and nature conservation at the local, national and global level helps place communities at the heart of nature conservation action. We have achieved this through educational talks and events, working closely with young people, universities and the future generation of conservationists. Student placements, internships and volunteer opportunities are a good way of supporting early career nature

conservationists as well as enabling INCC to achieve even more for wildlife. We are advancing the education of the public by working closely with communities such Llantrisant, where local people have been involved in the repopulation of the Common with the Marsh Fritillary butterfly. And in the Amman valley where INCC is delivering a wide range of activities through our community garden. Pencoed College and people from the wider area learnt skills habitat management and research. The involvement of the Botanic Garden of Wales in the project has allowed us to promote this work further.

Overview of education and outreach during April 2022 – March 2023:

• Delivered 20 educational talks

• Worked with over 60 volunteers

• Worked with 33 landowners

• Delivered 10 school / children’s group conservation activities

• Delivered 18 volunteer events

• Delivered 3 training days

• Written 16 articles

• • Written 1 press release

• Given 5 radio interviews / segments

• Given 1 TV interview / segment

Natur Cymru Magazine

This year Natur Cymru magazine entered its third year since INCC’s relaunch, and the current subscriber list stands at 584 addresses, and continues to show steady growth that is keeping pace with rising costs of production. Given the challenging economic circumstances of the last year, it is great news that our retention and subscription rates remain so high.

Natur Cymru magazine is well respected by many in the conservation movement, and has been an important outreach and advocacy tool for INCC. With two editions published in the current accounting period, it has continued its role as an important vehicle to share and promote information and evidence from across the sector in Wales.

Website visits April 2022 – March 2023 5k visits with 16k views INCC on Facebook and Twitter We have achieved high levels of engagement on both platforms, Our INCC Twitter profile currently has 1612 followers (up from this time last year. Our Facebook page has 993 followers. In August 2022, INCC Launched its Instagram page and we currently have 138 followers. Social media helps INCC to reach more people and new audiences about our work and messages. It also acts as a means of sharing information and updates with supporters and partner organisations. Social media (Facebook and Twitter) profiles that are specific to Natur Cymru (but dual branded to INCC) are also an important part of our outreach. Though these channels we promote the magazine but also share information about the articles we carry and some wider Welsh natural history information. Our Natur Cymru Twitter profile currently has 1864 followers (up from 1618 last year) and our Facebook page 1438 followers (up from 1130 last year).

Advocacy

Throughout 2023, INCC has been working with legal representatives to ensure that a neglected but legally designated site in South Wales is appropriately managed. The case will continue throughout 2024.

INCC have also been able to work with NRW by reporting incidents of SSSI damage and destruction and ensuring that appropriate legal action is taken by the statutory body.

Species and Habitat Restoration work

• Marsh Fritillary Population Reinforcement Reintroductions at Llantrisant Common have been very successful and INCC has been undertaking lots of community work in the area (Jan – Mar), as well as working with a number of landowners with the aim of

	changing grazing practices for the benefit of
	Marsh Fritillaries and other wildlife.
•	Community Conservation for Marsh Fritillary
•	Habitat Restoration - Seeds collected by
	pupils were handed to the horticultural
	department at Bridgend College. This new
	community support meant that several
	thousand local provenance Devil’s-bit
	Scabious plants could be grown in secure
	conditions to aid habitat restoration and
	creation projects in the landscape.
•	Breeding Success In total, 195 Marsh
	Fritillary larval webs were counted at
	Llantrisant Common during surveys in August
	and September 2022.
	Each larval web can consist of anywhere
	from a few individual caterpillars to several
	hundred.
•	Water Vole Reintroduction: INCC has been
	working with local landowners and several
	partner organisations (NRW, Wildlife Trust
	and Rivers Trust) in the Vale of Glamorgan so
	that Water Voles_Arvicola amphibius_can be
	reintroduced to the River Thaw and the
	Thaw Valley.
•	Landscape Habitat Restoration: Since early
	2021, INCC has been working closely with a
	Ceredigion landowner to help transform an
	88ha sheep farm into a haven for wildlife. A
	baseline habitat survey of the land has been
	undertaken to help inform future habitat
	creation and restoration plans.
•	Amman Valley Landscape Nature
	Conservation: INCC has been working closely
	with landowners and communities in the
	Amman Valley, Carmarthenshire since 2018.
	Our focus has been on restoring species and
	habitats in the landscape, but importantly,
	ensuring that local communities are at the
	heart of making it happen.
•	Community Wildlife Garden: In the spring of
	2022, INCC, with support from Cwmaman
	Town Council (CTC) and the National Lottery,
	were able to create a wildlife garden in the
	valley, to be enjoyed by people and wildlife.
•	Community Conservation: As well as running
	volunteer work parties, wildlife surveys and
	guided walks, our community engagement
	work also benefits from monthly wildlife

	newsletters. The newsletters are a way of
	informing people of the wildlife to look out
	for in the valley as well as tips and advice on
	encouraging more wildlife to the garden.
•	Rhos Pasture Restoration: Working closely
	with the Bannau Brycheiniog Nature
	Partnership (BBNP), local landowners and
	graziers, INCC has been able to restore 5ha
	of mixed marshy grassland, scrub and
	woodland habitat at Cwmberach Uchaf Farm
	in the Amman Valley.
•	Meadow Restoration: As the Amman Valley
	is such an important landscape for rhos
	pasture, it is sometimes easy to overlook its
	importance for other grassland habitats too.
	During the summer of 2022, INCC was able
	to work with several landowners in the valley
	to restore important meadow habitat.
•	Golwg yr Aman: Our partnership working
	with CTC is proving very productive for local
	wildlife and meadow habitats. We have
	transformed an overmanaged green desert
	into a beautiful damp meadow rich in
	wildlife.
•	Pied Flycatcher Nest Box Scheme: 500 boxes
	were installed in 2021 and 2022. Prior to
	INCC’s involvement in the Amman Valley, no
	records of Pied Flycatcher had been made
	and their distribution therefore was
	unknown. However, results from the 2022
	nest box monitoring showed a total of 12
	occupied Pied Flycatcher nests scattered
	over several woodlands on both sides of the
	valley.
•	Barn Owl & Kestrel Nest Box Scheme: INCC,
	working in partnership with local landowners
	and the BBNP have been able to install
	several Barn Owl boxes in the Valley during
	2021 and 2022. A pair of Barn Owls
	successfully bred in one of the boxes and
	raised two chicks. In 2023, the same pair
	have returned and have laid a total of seven
	eggs. Kestrels still are sadly an overwintering
	visitor but our work in the area continues to
	help improve habitats for this once common
	species.

• Brecon Carreg Nature Reserve: INCC are working with Welsh mineral water company, Brecon Carreg to help them manage their

land for wildlife. The company wanted to use their land c.65ha to deliver more for biodiversity and have since offered the land to be managed by INCC as our first nature reserve. The land consists of a mosaic of different upland habitats, from marshy grasslands and meadows to oak woodland and dense bracken. • We have a strong and growing supporter base through our Natur Cymru magazine which is now self funding, creating a stable income for that element of our work.

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 set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Total income for the period was £78,669, of which £39,895 was from restricted grants and donations, and £38,774 from unrestricted donations, the INCC supporter scheme, and consultancy services. Total spending during the reporting period was £78,190 of which £42,006 was restricted grant expenditure. At the end of the reporting period INCC had cash assets totalling £50,326. Of these cash assets £5,407 was comprised of restricted grants and donations, and £44,919 was comprised unrestricted cash and reserves.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	It is INCC policy to retain financial reserves totalling 6 months staff and supporter scheme costs. These reserves are held so that INCC has the means with which to deliver on grant and supporter scheme promises in the event of a planned closure.
Amount of reserves held	Para 1.22	£21,866
Reasons for holding zero reserves	Para 1.22	NA
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	None

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

The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted

A description of the principal Para 1.46 risks facing the charity 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 trustees	Para 1.25	Current Chair, Secretary and Treasurer self-appointed. New trustees appointed by current board of trustees.

Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 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	Initiative for Nature Conservation Cymru
Other name the charity uses
Registered charity number	1180113
Charity’s principal address	Science Centre, c/o National Botanic Garden of Wales Llanarthne, Carmarthenshire SA32 8HG

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 (if any)
	Elizabeth Chadwick	Chair
	Lyndsey Maiden	Secretary
	Carys Solman	Treasurer
	Rose Revera	Trustee
	Julian Jones	Trustee
	Dr Robert John Thomas	Trustee	From 05.12.22

– 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 None 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)

Robert Jones Parry

Exemptions from disclosure

Reason for non-disclosure of key personnel details

NA

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) Carys Solman Position (eg Secretary, Treasurer Chair, etc)

Date 05.01.23

Charity Name No (if any) Receipts and payments accounts CC16a For the period 01/04/2022 31/03/2023 To from

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 21,672 4,084 12,951 - - 67 - - 38,774 - - - 38,774 18,228 10,419 7,537 - - - - - - 36,184 - - - 36,184 2,590 53 42,276 44,919	Restricted funds to the nearest £ - 6,895 - - 33,000 - - - 39,895 - - - 39,895 - - - 42,006 - - - - - 42,006 - - - 42,006 - 2,111 - 53 7,571 5,407	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 21,672 10,979 12,951 - 33,000 67 - - 78,669 - - - 78,669 18,228 10,419 7,537 42,006 - - - - - 78,190 - - - 78,190 479	Total funds to the nearest £ 21,672 10,979 12,951 - 33,000 67 - - 78,669 - - - 78,669 18,228 10,419 7,537 42,006 - - - - - 78,190 - - - 78,190 479	Last year to the nearest £
Supporter Scheme(Inc. Natur Cymru)	21,672					20,711
Donations	4,084					1,549
Consultancyservices	12,951					23,515
	-					-
Grants	-					4,479
Other	67					412
	-					-
	-					-
Sub total(Gross income for AR)	38,774					50,666
A2 Asset and investment sales, (see table).
	-
	-					-
Sub total	-					-
Total receipts A3 Payments
						50,666
Core Costs	18,228					9,478
Supporter Scheme(Inc. Natur Cymru)	10,419					9,000
Consultancyexpenditure	7,537					4,466
Grant expenditure	-					32,642
	-					-
	-					-
	-					-
	-					-
	-					-
**Sub total **	36,184					55,586
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
						55,586
	2,590	- 2,111	-	479		- 4,920
	53	- 53	-	-		-
	42,276	7,571	-	49,847		-
	44,919	5,407	-	50,326		- 4,920

CCXX R1 accounts (SS)

06/01/2024

1

Section B Statement of assets and liabilities at	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 Total cash funds (agree balances with receipts and payments account(s)) Restricted Funds Unrestricted Funds Reserves Details Details Polytunnel Laptop & Software Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ - 5,407 23,053 - 21,866 - 44,919 5,407 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Awards For All - Waterloo Foundation - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Carys Solman Lyndsey Maiden	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)
			Date of approval
		Carys Solman	31/05/2023
		Lyndsey Maiden	02/06/2023

CCXX R2 accounts (SS)

06/01/2024

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts SeGtion A Independgnt Examiner'3 Report Report to the trusteesl members of IniFic4Pivo FGV NJoEufe On accounts for the year ended 51 Mafch aoa3 Charlty no (If any) Set out on pages I report lo the Irustees on my examination of the accounts of the above charity (°th8 Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparatlon basis of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 (Ihe AGV.). I report In respect of my examinalion of the Trust's 8ccounts carried out under seGtion 145 of the 2011 Ad and in ¢arying out my examination. I have followed the applicable Direction8 gNen by the Charity Commission under section 145(5Xb) of the Act. I have completed my examination. I confimi that no material matters have come to my attention {other than that disck>sed below "} in connection with th8 examination which gives me cause to believ8 that In. ary material respecL- accounting records were not kept in accordance with séction 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concems and have come across no other matters in conneclion with the examination to which attention should be drawn in order to enable a proper understanding of th6 accounts to be reached. Please delete the words in the brackets rf they do not apply. Signed: Date: Name: PET&f2 EvAns ' Rolevant professional qualrfication(s) or body (If any): Address: ni< STÉE&T PI A6 IER October 2018

Section B Oisclosure Only complet8 rf the examiner needs to highlight matters of con￿rn {s8e CC32. Independent examlnation of GhaFity accounts: directions and guidance for examin8rg). Givé hara brlef details of any ttems that the examlner wlshes to dlsclose. IER October 2018

CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For th• perlod from To Section A Receipts and payments Unrestrlctsd funds to the k)•arMt Restrlcted Endowment funds Totsl funds Last ￿ar to Iho n•ore&t£ to tho noarEst£ totho n￿￿*St£ A1 Receipts Suppor￿r Scheme Ilnc. Nawrcymml Donations Consulta￿Y s8fViCOS to th• ￿are￿£ 21,672 4084 12,951 21,672 10.979 11951 20.711 1,Y9 23,515 6,895 Grants Olher 33,000 67 33,000 4479 Sub total{Gross income for AR) 38,774 39.69S 78,669 50,666 A2 A¥s•t and In¥fystsnent 8ales {9oe tablel. tota Total recelpts 31774 39,895 7&669 50,666 A3 Paymonts C(we Cosis Supporter Scheme Ilnc. Nalurcyrffu Con¥uttancy expendilure GTrnl èxpendllurA 18,228 10,419 7,537 1{228 10,419 7.$37 42.006 9,4T8 9,000 4.486 32.642 42.008 Sub totsl 36,144 42.1106 78,190 M A58et and investmènt purchasgs, lablel Sub total Total payments 36,184 42,006 78,190 55,586 Net of recelpts/(payments) A5 Transfers betseen funds A6 Cash funds last year end Cash funds thls year 2,590 53 42,276 44.91 2.111 53 7,571 5.407 47 4.920 49.847 50,326 4,920 CCXX R18ruunts ISSI 09A)812023

Section B Statement of assets and liabilities at the end of the period Unrestrfcted funds to n￿r•S1£ Restrl¢ted funds to noar091£ Endowm&nl fLW)ds to n•ar•st£ Categories Detalls B1 Cash funds Rè$iriGlgd Funds Unresid¢tsd Fwds 23.OS3 ReseNes Z1.B66 Total cash funds 44.910 SA07 {agresbalaKeSW￿f￿tha￿I pa￿rIS Reatrlct•d funds to n•arest£ Endowm•nt funds to th•arost£ funds Datalls ne8ro•t£ Fund to whi¢h t b$14 Current valu• DètaSls Colt lopllonall Fund to whith assBt bélr Amwrds For￿1 Dètails Pownnel Co•t loptlorball Currontviluo ¢ion81 B4 Assgts retalned for thg charlty's own use Laptop 8 Softar• Foundalion Fund to whkh liabilit r•Lqt•s Amwnt du• onal thon due Dgtsils B5 Llabllltles S￿Ded by ono ￿ ts¥o truslees on b8h81f of all the trustees Date ( SNJnature Print Name Sdman Lyndstsy ma￿*n 3110512023 02mW2O23 CCXX R2 a￿Unts ISSI 0910812023