OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2023 Period start date To 31[st] March 2024 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 a) The advancement of the conservation,
protection and improvement of the natural
environment of Wales for the public benefit,
through advocacy, carrying out research and
promoting biodiversity.
b) To promote the conservation protection
and improvement of the physical and natural
environment.
c) 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 2023 – March
2024) INCC has:
● Secured its first Nature Reserve –
Llwyndewi Farm Nature Reserve,
covering almost 60ha of meadow, marsh,
woodland, scree and scrub habitat.
● Delivered 20 educational talks to
numerous groups and organisations
about nature conservation and the work
of INCC.
● Worked with over 50 volunteers – taking
part in practical habitat management for
a range of species and habitats.
● Worked with 30 different landowners -
These range from species specific
conservation on private
farmland/woodland, to managing whole
farm habitat restorations. This includes

----- Start of picture text -----
work on farmland birds, particularly
Yellowhammer in the Vale of Glamorgan.
● Delivered 9 school / children’s group
conservation activities - including
hedgehog box making sessions, house
martin conservation and Marsh Fritillary.
● Delivered 20 volunteer events – mainly
focused on our landscape restoration
work around the Amman Valley
(Carmarthenshire), and our Marsh
Fritillary reinforcement (Llantrisant).
Other major volunteer events involve
working closely with Bridgend College
students at our farm restoration project,
Cefn Garthenor (Ceredigion).
● Delivered 2 training days – For Water vole
and Marsh Fritillary conservation.
● Written 6 informative articles – for various
media, and covering topics such as
nature reserves, House Martins and
Yellowhammer.
● Written 3 press release to help inform
supporters of the work of INCC and our
conservation projects.
● Given 2 radio interviews / segments
● Given 2 TV interview / segment
Statement confirming Para 1.18 The Trustees of INCC are aware of their legal
whether the trustees have requirement under the Charities Act to have
had regard to the guidance regard to the commission’s public benefit
issued by the Charity
Guidance (PB1, PB2 and PB3). Furthermore INCC
Commission on public
Trustees have taken the guidance into account
benefit
when making a decision to which the guidance is
relevant.
----- End of picture text -----

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

----- Start of picture text -----
INCC worked with over 50 volunteers –
Para 1.38 taking part in practical habitat
Contribution made by
management for a range of species and
volunteers
habitats.
INCC delivered 20 volunteer events –
mainly focused on our landscape
restoration work around the Amman
Valley (Carmarthenshire), and our Marsh
Fritillary reinforcement (Llantrisant).
Other major volunteer events involve
working closely with Bridgend College
students at our farm restoration project,
Cefn Garthenor (Ceredigion).
Other
----- End of picture text -----

Achievements and Performance

----- Start of picture text -----
SORP reference
----- End of picture text -----

Achievements and Performance Achievements and Performance 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 Key Achievements
Securing the first nature reserve
●
INCC secured its first nature reserve, inviting
groups and volunteers to help with its
management.
Marsh Fritillary project
●
Continued success in the Marsh Fritillary
population restoration project, with nearly
100 larval webs counted in 2023.
●
Ongoing releases of caterpillars to reinforce
the population at Llantrisant Common with
many being observed by community
members in the spring of 2024.
Developing the investigative journalism project
●
Scoping of a unique investigative project to
challenge environmental decision-makers
and deliver effective campaigns.
SSSI management in south Wales SSSI management in south Wales
● Legal pressure on Natural Resources Wales
(NRW) to manage a neglected grassland SSSI,
resulting in increased efforts to engage with
the land manager.
Water Vole reintroduction
● Partnership project to reintroduce Water
Voles to the River Thaw, with efforts to
control non-native American Mink and
improve habitat.
Habitat restoration projects
● Various habitat restoration projects,
including planting Devil’s-bit Scabious and
creating arable margins to support species
like Yellowhammer and Brown Hare.
Community engagement
● Involvement of local communities and
volunteers in conservation projects,
including school children and local residents.
Public engagement and education
● Delivered 20 educational talks, 20
volunteer events, and 9 school
conservation activities.
● Published articles and contributed to
British Wildlife magazine.
Nature reserve management
● Management of the new nature reserve,
including reinstating traditional cattle grazing
to improve habitat.
Support and funding
●
Continued support from donors, volunteers,
and organisations like The Waterloo
Foundation, Garfield Weston Foundation,
and the National Lottery Community Fund.
Public Benefit
•
Biodiversity conservation: INCC's
projects directly contribute to the conservation
and restoration of species and habitats, ensuring
a richer and more diverse natural environment
for future generations.
•
Community involvement: By engaging
local communities in conservation activities,
INCC fosters a culture of environmental
stewardship and enhances public understanding
of ecological issues.
•
Educational outreach: Through talks,
publications, and school programs, INCC
educates the public about the importance of
nature conservation, inspiring more people to
take action for wildlife.
•
Advocacy and legal action: INCC's
advocacy work, including legal challenges,
ensures that environmental laws are upheld and
that wildlife receives the protection it needs.
•
Sustainable practices: INCC promotes
sustainable land management practices that
benefit both wildlife and local communities,
demonstrating how conservation and
agriculture can coexist.
These achievements highlight INCC's
commitment to wildlife conservation,
community involvement, and effective advocacy
for environmental protection in Wales.

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

Para 1.41

----- Start of picture text -----
Achievements against
objectives set
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance Para 1.41
against objectives
Other
----- End of picture text -----

Financial Review

----- Start of picture text -----
Review of the charity’s Para 1.21 At the end of the period INCC had cash
financial position at the end assets totalling £72,335, of which £33,997
of the period was restricted grants and donations, and
£38,338 was unrestricted funds and
reserves (£27,890).
Total income for the period was £95,337, of
which £52,776 was from restricted grants
and donations, £24,825 Natur Cymru
magazine and INCC supporter scheme
income, £14,540 from consultancy services,
and £2,958 from unrestricted donations.
Total spending during the reporting period
was £73,328 of which £32,435 was
restricted grant expenditure, £20,270 was
Natur Cymru and Supporter Scheme
running costs, £15,426 was core costs and
project delivery e.g. staff costs, and £5,197
was consultancy services expenditure.
NC is in a secure financial position, with
income from restricted grant funding up
approximately 50% on the previous financial
year, and with unrestricted income to
support additional charitable activities not
covered by grant funding. INCC’s reserves
and increased income has allowed the
delivery team to grow this year.
Statement explaining the Para 1.22 It is INCC policy to retain financial reserves
policy for holding reserves totalling 6 months staff, Natur Cymru and
stating why they are held supporter scheme costs.
These reserves are held so that INCC has
the means with which to deliver on grant,
subscription, and supporter scheme
promises in the event of a planned closure.
Amount of reserves held Para 1.22 £27,890
Reasons for holding zero Para 1.22 NA
reserves
Details of fund materially in Para 1.24 None
deficit
Explanation of any Para 1.23 None
uncertainties about the
charity continuing as a going
concern
----- End of picture text -----

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) Para 1.46

Investment policy and
objectives including any
social investment policy
adopted
A description of the principal
risks facing the charity		 Para 1.46
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:

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

----- Start of picture text -----
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
----- End of picture text -----

Names of the charity trustees who manage the charity

----- Start of picture text -----
Dates acted if not for whole Name of person (or body)
Trustee name Office (if any)
year entitled to appoint trustee (if any)
Elizabeth Chair
1
Chadwick
2 Lyndsey Maiden Secretary
3 Carys Solman Treasurer
Julian Jones
4
Dr Robert John
5
Thomas
6
7
Daniel Gruffydd Chair 30.08.23
8
Jenkins-Jones
Michael Paul 30.08.23
9
Shewring
Dr James Oliver 30.08.23
10
Vafidis
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----

– Corporate trustees names of the directors at the date the report was approved

Director name

N/A

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year N/A

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the None 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)

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 28.01.25

Charity Name
Initiative for Nature Conservation Cymru (INCC)		 Charity Name
Initiative for Nature Conservation Cymru (INCC)		 Charity Name
Initiative for Nature Conservation Cymru (INCC)		 Charity Name
Initiative for Nature Conservation Cymru (INCC)		 Charity Name
Initiative for Nature Conservation Cymru (INCC)		 1180113 1180113 CC16a
For the period
from		 Period start date
01.04.23		 To Period end date
31.03.24
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£		 Restricted
funds
to the nearest £		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Supporter Scheme & Natur Cymru 24,825 - -
-
-
-
-
-
-
-		 24,825 21,672
Donations 2,958 1,679 4,637 10,979
Services 14,540 - 14,540 12,951
- - - -
Grants - 51,097 51,097 33,000
Other 238 - 238 67
- - - -
- - - -
Sub total(Gross income for
AR)		 42,561 52,776 - 95,337 78,669
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - - -
Total receipts
A3 Payments
- 95,337 78,669
Core costs & Project delivery 15,426 -
-
-
-
-
-
-
-
-
-		 15,426 18,228
Supporter Scheme & Natur Cymru 20,270 20,270 10,419
Services expenditure 5,197 5,197 7,537
Grant expenditure - 32,435 42,006
- - -
- - -
- - -
- - -
- - -
**Sub total ** 40,893 73,328 78,190
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
- 73,328 78,190
1,668 -
22,009		 479
-8,249 -
-		 - -
44,919 50,326 -
38,338 - 72,335 479

CCXX R1 accounts (SS)

29/01/2025

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 Section B Statement of assets and liabilities at the end of the period
Categories
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 (agree balances with receipts and payments
account(s))
Total cash funds
Reserves
Details
Details
Details
Laptop & software
Details
Polytunnel
Details
Unrestricted funds
Restricted funds		 Unrestricted
funds
to nearest £
10,448
27,890
38,338
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Awards for All
Waterloo
Foundation
Fund to which
liability relates		 Restricted
funds
to nearest £
33,997
-
-
33,997
OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
Amount due
(optional)
-
-
-
-
-		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
-
-
-
-
-

Signed by one or two trustees on behalf of all the trustees

Signature
2		 Lyndsey Maiden
Print Name
Carys Solman		 Date of
approval
12/12/2024
12/12/2024
29/01/2025

CCXX R2 accounts (SS)

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independenl Examiner's Report Report to the trustaosl members of INITIATIVE FOR NATURE CONSERVATION CYMRU On accounts for the year ended 31 MARCH 2024 Charity no Ilf any Set out on pagos I report to the trustees on my examination of the accounts of the above charity Iyhe Trust'} for the year ended 3110312024. Responslbllitles and As the charity twstees of the Trust, you are responsible for the preparalion basis of report of the accounts in accordance with the requirements of the Charities A 2011 (Yhe Act.). I report in respect of my examination of the Trust's accounts carried out under seth'on 145 ofthe 2011 Act and in carrying out my examination. I have followed the applicable Directions given by the Charity Cornmission under section 14515){b) of the Act. I have completed my examination. l Confirm Ihat no material matters have come to my attention (other than that disdosed below ') in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance wrth section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statemont I have no concerns arKI have come across no other rnatters in connection with the examination to which attention should be drawn in order to ènable a proper understanding of the accounts to be reached. Please delete the words in Ihe brackets if they do not appty. Signed: Dats: .Lr Name: PETER EVANS LEA Relevant professlonal quallfication(sl or body lif any): FCA Address: LINDEN HOUSE, MONK STREET ABERGAVENNY NP7 5NF IER October 2018

Section B Disclosure Only complete if the examiner needs to highlight matters of Goncern {see CC32, Independent examlnation of charity accounts.. directions and guidance for examiners). Give here brlef details of any items that the examinerwishes to disclose. IER October 2018