Trustees’ Annual Report for the period
From Period start date: Feb 2021 To Period end date: Feb 2022
Charity name: The Owl Sanctuary
Charity registration number: 1184837
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the benefit of the public, to relieve the suffering of Owls and Raptors in need of care and attention and, in particular, to provide and maintain rescue homes or other facilities for the reception, care and treatment of such animals. |
| 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 |
To promote humane behaviour towards Owls and Raptors by providing appropriate care, protection, treatment and security for animals which are in need of care and attention by reason of sickness, maltreatment, poor circumstances or ill usage and to educate the public in matters pertaining to animal welfare in general and the prevention of cruelty and suffering among animals especially Owls and Raptors. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All Trusteesapprove of the charities Objectives and Activities and are in monthly and in some cases weekly contact with the staff on progress needs and likes to resolve any issues they can. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policy on grant making
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | There is no current policy in place, we try everywhere we can to gain any grant that will benefit The Owl Sanctuary |
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| Policy on social investment including program related investment |
Para 1.38 | There is no current policy in place, |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | All Volunteers are encouraged to take part in the running and improvements of The Owl sanctuary. |
| 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 | We have returned Owls to the wild after a vet’s inspection and R&R with The Owl Sanctuary. We are looking after those Owls for whatever reason could not be released and returned to the wild, and if a vet is happy that it is not in any pain or discomfort we will look after it for the rest of its natural days (with regular vet’s inspections as needed). We have regular School visits to educate the Pupils in what is best for the Owls. We have had some very good comments on our animal therapy visits we have started giving. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | We have had some great success in the Animal Therapy and education visits we have been conducting in Special Schools, Care Homes and Hospital units this year. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Our fund raising is relatively OK even with the Covid Issues that have restricted lots of our normal methods of fund raising this year. |
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| Investment performance against objectives |
Para 1.41 | We have purchased a 3.75 Acer field to build new aviaries on and gives us other expansion abilities for the future. |
|---|---|---|
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Due to the Covid 19 restrictions, although lower than normal, is relatively good. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We will have to rebuild our reserves for the future now most covid 19 restrictions are lifted. |
| Amount of reserves held | Para 1.22 | As per the accounts, there were reserves of £15,435 funds at 28 February 2021, however we have a £100K field to draw funds from if needed. |
| Reasons for holding zero reserves |
Para 1.22 | We are a not-for-profit Charity. |
| Details of fund materially in deficit |
Para 1.24 | Nothing to our knowledge is in Deficit that cannot be recovered from the ownership of the Land Owned by The Owl Sanctuary. |
| 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
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Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | • Aviary clean Weekly, (Spot cleaning Daily) • Traveling box clean = weekly • Rotation of owls = each visit • Feeding = Daily or if raining 1 day per week off as a natural break. • Weights = Once any illness is suspected. • Talons and beak coping = As and when needed • Medication/veterinary checks as and when illness is found, or on a vet’s request for a visit. • Equipment checks = each time they are used. |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | Constitution of a Charitable Incorporated Organisation who’s only voting members are its charity trustees |
| 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 | Constitution of a Charitable Incorporated Organisation who’s only voting members are its charity 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
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| Relationship with any related parties |
Para 1.51 | |
|---|---|---|
| Other |
Reference and Administrative details
| Charity name | The Owl Sanctuary |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1184837 |
| Charity’s principal address | 16 Foxfield Road Barrow in Furness Cumbria LA14 3SJ |
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Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Mr. David Gerald Grove. |
Chair of Trustees | |||
| Mr. Paul Sayer | Trustee | |||
| Mr Paul Allen Rose MBE |
Founder & Trustee | |||
– 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 held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
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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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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) Chairman of Trustees Date |
||
|---|---|---|
| Paul Allen Rose MBE | David Gerald Grove | |
| Founder, Trustee & General Manager Chairman of Trustees 15/03/2022 |
||
| 15/03/2022 |
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Charity Registration number 1184837 Finan¢lal St*¢ements for the Year Ended 28 February 2021 for The Owl Sanctuary
The Owl Sanctuary Contents of the Financial St8tements for the Year Ended 28 February 2021 Page Slotemcnt of Financi41 Activity B#lan¢e Sheet Notes to the Fin*n¢ial Statements Indcpendent ExamiAers Report
llir On.1 S4iictiii (or Iht Ytar 18 Febrna 2021 Unwemiicled Funds R¢[iCied Funts 28.02.21 28.02.21 Toial Funds 28.(r2.21 Tatal FUT$ 28 02.20 Activltlti for GeThtrAlio Donaiions ld gtfis Orants Inc¢ from oiyn aaivilies InTrKsIiilII InaMn¢ Gin Aid 24.527 lJ.57J 24.527 9.573 Re5011rc Rcsf•llrtÈs 15211 35213 Rc5011rrcs F.x Cosis i)fA¢tivi1i¢5 iii furfh¢Tan¢eofihe Ch8fiiys objL¢ts M3n3gemeni Adiniiiwraiion (S)rt ¢osi$} 15.423 4J55 15.423 4J55 T&l'.Il Rtsources Expeided 19.779 19.778 Rct%ineil Surpllls Ilroughi Ar 15.4JS 15.435 RElallhrd Sr1% eArfitd Forward Cs fmn part of Ihcse fInaNCi slalemeThL%
Tbe owl fu8 28.0221 28.02.20 2XgDAS5b"r5: TED8ibk4We CURRENf ASSETS: Debtor Slock ul bonk 3a4 15,291 15.675 CREDITO. Am(wts falliD8 due wihin one year 240 NET CURRENT Ass5. 15,435 TOTAL ASSETS LESS CURBXNr LIABILITTES: 15.435 CREDITO]IS: t110 Ouc 41k¥ y[ NET A&8ETS: FUNN: UnrcsrriittdFund& R¥LTicied FuDds 15,435 15.43S ON IIEHAT,F OF THE BOARD: MrPuul Ros¢ Approvcd by the Board on ............. ..
N ¢r51 Ih IDr bt I'tar F TIs¢ accounts have been pv4)oied Ihc ba5i% ofhiswTi¢ $1 (¢1[¢ Ihal in¥utsnts al mark¢t AecoJnlinÈ ¥d R¢rtIn bv Charilie5- Staicmeni of ReCOmnd Ptatlir ISORV FRS 1021." and ithili Fin8n¢igl R¢wrting Slii ndzids applicablc ITr the UK aiid R¢publi¢ of Ir¢laDd IFRS1021 l¢trKliYcJanuRry 20151." Aijd iviih ilie Coiiipanies Act 21N)6. and with the Chariites Aci 2011 Finwicial ReponiiiK Sland3rd Nurnber l. kniptioji lias been frD preparinR a c35h no1vs1¥KTri on I1 growids that the c4Jrnp3ny qUlfieS &4 asmall ¢om]>ary. tivi Donu150ns and i11c(¢ oiYR tly111e$ ¢ er¢dii¢d Ihr SiattJnoJl orr1rn¢lA A¢Livilics in ihe rOr[ec¢1. Iijcoihe telatlll8 to 2D21122 has rarwied foThYard CrAII Grnnis, includin88rants IOT the pllrchss¢ of f1x Js8¢ts. wr rtcw]5¢d in fvll thr State[Trei ofFinaTrcial Actiyilits in y¢ar in ivhith Ihty art re¢eiYable. Capital ¢¥PL'iidiliirr iyhith 13 fuKdEd by wt5 i5 treated &4 an 9dditM)n fL¥ThI osx%. Th¢asKla11 gTanl LS Crtdiled lo ro5triciedor (ksignAi¢d fund Ihc Icrrn5 of ihe 8fdni, and is tdeased io the si&ement of fiThanri Rciiyities Dvei die eXpeCd wful lifc ofik rel¢Yanl awl. DcN¢eiaiion is prtrvidrd orb all langibk fixed except fr(xl#bld lathj a t•ks (¢I*¢d 10 I1¢0 (LSt I¢s5 estliae residu YJliK of aE5el over its exrKcted useful lif¢ as fojl Leasu.1Id land and bDildin85 ¢qU iSta10verthe 4[1n[jetcffi of thc le 25% per awium stratghi li ResTriircts tx de Resoiirce5 Pelled are recognised in the K•Od iii whi¢h Ilw arr i[red and indude awibuiable VAT wljtth c•iThK rvrovcrcd. A¢iivili¢s lo furihu Ihc diarily'5 comwjses costs ofwoyidimg¢lub •divii&S. Mniiagemcllt admin1.%1r10n ¢onJpwi5t5 of Ihc charity itseif¥an wBgni5•ioD. Funds Ii¢ld by Ili¢ ¢hwilya Unrcslricled 8eneEal funth. fiim(is ithicb twi k used in acCOrdeIl clwitabk objects * die dis¢reiioD of the TJu$i¢ps. R¢siiiclcd funds- Ihe5c are fudS Ivhrch ¢tstt ortlybc w¢d fow pHrticulaw Pur[ iyithin theobiecty of the charity. Resirictioii$ aiise isli¢n specified by the (knnOT ivhen funds art raTStr] lor pxiicu1¥ft5tiided put FurthvdetsiLqof lh¢ purp05¢s of&ich fund art iniludrd in thc 1¢5 to the fitkincial seMEnts.
Nolu Irj tlit 8i*ltnltDI or rgr thc Ytar Ended 28 Fcbruxr. ZO2J Note 3 ANALYSIS Ob" INCOMING RLSOURCES tlmtcstridtd FU R[kd Funds 28 02.21 280221 Totsl Fll5 28.02.21 TO1 Fwid$ 21.01.20 Grants.. Animal Fri¢iids BawrvVBuughcoBll iooo 7.573 7.573 Income from AetiWilitJ'. Shop Sfdes Inlcrc5t
ic OM'I saClUr OIM lo iht 8tXlrmenl or ror the l'ear Endtd 28 Ftbrul 1021 4 AYALI'SIS OF RL8OIIRC.L5 KXPEh'DF.D Unrc51rided l.ULvJ5 28.02.21 Re511(cl¢d Fund5 28.02.21 T¥1 Fvtyls 2g0221 T41 fund5 2g.02.20 Atllvllie$ 10 rTIher Charily's Objecl Slaff sari£s cl1718 Costs Repairs and Renewals M(rttr ¥nd'lravrl Iiisunuice Purcli Sundry EXnSt5 5 4u)d Wat 4.440 4.440 2.510 34J 766 2,510 343 766 424 5.J02 532 424 5.302 5J2 GAS. Oil and Ele¢iri¢iiy DqJrecillIn of ass¢ 15.423 r4Iii¥genict adiminlslralin of tht Cbarity ItphOn¢ $Dd Inlcrnrl Poslgge. printi& stai101ry aiid advertisi Accolliilwicy Profession fe£5 13ank chhig 400 87 240 3.621 87 240 3.628 55 19.778 S S'IA>Tr CObl'SAND TRUSfb.ES RF.HIINFRATION 28.02.21 28.02 20 GrD55 iV48¢5, 5alaii<5 1 rid b¢iiEfiis in kind IMploy¢¢s Nali(wial ISUranC¢((sts 4.440 1he 2rage Dunl[ of full-littK equivaknl cmployees{induding part41•1 dunr¢ lh¢ 2 (2020- 0). No employee weceived rem¥JiLYaion 10 I1 £50.OM in cilhu pr.
The Oiyl SAnerua No¢r$ 141 Ihc Stitt ror Iht I'cir Endtd 28 Ftbru 6 J>ElI'foRS AND PREPAVMENTS 28.02.21 28.02.20 l ARfflyS olDebtu Trnd¢ Tkbiows Prep3yniellrs 384 VAT 384 7 CREDITORS AND ÈtCCRUAiS 28.02.11 28.02.20 7.1 AiilllJwAf oJCFediiors Trade Ci¢dilot3 SKial Security Odicr LdItOrS 240 240 8 RECONCILIA'I'IQN OF P+IOVF•)I IEiYfs IN FUNDS R¢sth¢t Funth 'rDI 28.02.21 Total 28.02.20 FndS NLrt Movwi¢ni$ in FiiTrds for the )rar 15.435 15,435 unds BAlwiP£ btr)u¥hi forward l Marth 2020 Fuiid bil•iice5 cArritd forword li JI M*rth 2021 15.435 15.4J5 9 RF.LklTED PARTY TRANSACYIONS TIre liav¢ b¢¢0 iio lransa¢itoi I(ren ihe chariiyazKI anyof lh¢ ltor the Tws1LYS ow theiT bu¥se&. Itl CON'TROL I'hc diarily is conlrollcd by LI Trusi¥r
Ind• ndent Examlnerfs re ort to the trustetrs of The I San¢tu Chari No. 1184837 ort h A¢¢ounts for the 28 F•brua 2021 ar Re$peetlv• sponSIbl11188 of the trustse and •xamln•r Th8 charity's Irusiees are responsitsle for th preparation of the aw)unt5_ The chanws trustees ¢onskler5 that an audit is not required lor this year under section 144121 ol the chanh.es Act 2011 (the 2011 Act) and Ihal an independent examination is rwd&J. It 1$ my responsibility to examine the 8¢counts ijnder section 145 of the 2011 Art . lo follow the procedures laid down in Ihe Gen8ral Directk)ns 9iven by the Cmarrty Commis&on lunder Seciion 14515llbl ol Ihe 2011 Act). and . to state whether p&'¢Iar maiters have co to my allention. Basis of Ind8pondent E¥amlnees Report My examination was carried OLrt in accordance with Ihe General Direcb"ons given by lh8 Charity Commission and includes a Teview of lh8 accounting iecords kept by the charity and a ccrfnparison ol the accounts presented with Ihose records. 11 also include5 con5wJeration of any unusual iiems or disclosurè5 In the accounts. and seekiNJ explanatr.on trorll the Irustees fA)n¢erning any such matters. The procedures undertaken do not prove all th8 ewdenr£ that woukl be required in an audrt and consequendy no opinion is given as to vknether Ihe accounts psent a"Irue and lair vwl, and the report Is limited to the ststement below. Independent ExamIne3 $tst•ment In conn8clion Mth rny examinalh)n. no matt8r has corne to my attenbcffj.. 11 lch gwe5 me reasonable ¢ause to believe that, In any matuial r8spera the requiierynts'. . lo keep accounting records in accordance wlh sectjon 130 of Ihe 2011 Act". and . to P<8pare accounts which accord writh the accounting records and lo comply wth the accounting requireff*nts of the 2011 Act. have not been met". or 21 to which in my opinion, attenlion Shou be dra in order lo enable a proper understanding ofthe accounts to be reacw. Dawn Naylor FCA Jig58w Accountants Limited 370 Heysham Rd Hey5ham Lancashire LA3 28J Dated.. 211031202L
Ind ent Examinerfs re ort to the trustee$ of The Owl Sanctua hart No. 11 he Accounts forthe 28 Februa 2021 Respective responsibtlltss of the trustso and examiner The charrty's trustees are sponSible for the preparab.on of thè accounls. The charity's trusteès consider8 that an audrt is not required for this year under section 144121 of the Chawities Act 2011 Ith8 2011 Act) and that an iTKl8pendent examination is Fwsed. It is my r8sporTrsibility to . examirE th¢ accounts under sectwjn 145 of Ihe 2011 Art. . to follow the procedures la¥J down in the General DI)n5 gwen by ts Charity Commission (under Section 14515llbl ol the 2011 Ad)." and . to stale whether particular matters have come to rny attention. Basss of Indepgndent Examlnees Report My exarnination was Carri out in accordan wilh ts General Dirèction5 gi¥8n by the Charity Comtnission and IndLh¥es a remew of the awunliNJ records kept by the eharty and a cotnparison of the ac¢ount5 presented with those records. It also inclLMles conslera.0n ol any unusual items or ¢Jisclosure5 In the accounls, and Seeking explan8ty.on the Iruslee5 c%)nc£ming any such matters. The procedures undertaken do not PfOVh#e all the eVmJen Ihat woukj be required in an audf( and consequently no opinion is given as to whether the accounts present a.true aThJ fair vievf 8TrY the report Is limlted lo the statement bel( Independent Examinerfs statement In Connection with my examination. no matter ha5 ccrfne to my attentiL". 11 which gives me reasonable cause to lve tha( in any material resped the requirements." . lo keep accounting re¢oriJs in accordanc8 vAtlTr section 130 or the 2011 ACL 8nd . to prepare accounts which accord with Ihe aco)unbTrJ records and to o)mply Mih the acwunling requifements of the 2011 Act. have nol been met". or 21 to which in my opinic, attention should be drawn in wder to enable a pr(oer UnderstalIrj of the acwunls to be reached. Dawn Nayloi FCA Jig58w ACcontsnts Limited 370 Heysham Road Hoy5ham Lancashire LA3 2BJ