## **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 Trustees**approve 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| 1 |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.| 2 |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 3 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 4 |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| 5 ## **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| 6 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|| 7 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 InTrKsIii￿lII 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 S￿r￿1￿% 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 Ass￿5. 15,435 TOTAL ASSETS LESS CURBXNr LIABILITTES: 15.435 CREDITO]IS: t￿110￿ 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 TI￿s¢ accounts have been pv4)oied Ihc ba5i% ofhiswTi¢ ￿$1 (¢1[¢￿ Ihal in¥utsn￿ts al mark¢t AecoJnlinÈ ¥￿d R¢￿rtIn￿ bv Charilie5- Staicmeni of ReCOmn￿￿d￿ Ptatlir* ISORV FRS 1021." and ithili Fin8n¢igl R¢wrting Slii ndzids applicablc ITr the UK aiid R¢publi¢ of Ir¢laDd IFRS1021 l¢trKliYcJanuRry 20151." Aijd iviih ilie Coiiipanies Act 21N)6. and with the Chariites Aci 2011 Finwicial ReponiiiK Sland3rd Nurnber l. kniptioji lias been frD￿ preparinR a c35h no1vs1￿¥￿KTri on I1￿ growids that the c4Jrnp3ny qU￿lfieS &4 asmall ¢om]>ary. tivi Donu150ns and i11c(*￿¢ oiYR ￿tly111e$ ￿¢ er¢dii¢d ￿ Ihr SiattJnoJl orr1r￿n¢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[Tre￿i 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¢asK￿la1￿1 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 eXpeC￿d 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 I￿1¢0￿ (LSt I¢s5 estli￿a￿e￿ residu￿ YJliK of aE5el over its exrKcted useful lif¢ as fojl Leasu.1￿Id land and bDildin85 ¢qU￿ i￿Sta1￿￿￿￿0verthe ￿4[￿1n￿[jetcffi￿ of thc le 25% per awium stratghi li ResTriircts tx de Resoiirce5 ￿Pell￿ed 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.%1r￿10n ¢onJpwi5t5 of Ihc charity itseif¥an wBgni5•ioD. Funds Ii¢ld by Ili¢ ¢hwilya Unrcslricled 8eneEal funth. fiim(is ithicb twi k used in acCOrd￿￿e￿Il￿ clwitabk objects * die dis¢reiioD of the TJu$i¢ps. R¢siiiclcd funds- Ihe5c are fu￿dS Ivhrch ¢tstt ortlybc w¢d fow pHrticulaw Pur[￿ iyithin theobiecty of the charity. Resirictioii$ 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 s￿eMEnts. 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 Fll￿5 28.02.21 TO1￿ Fwid$ 21.01.20 Grants.. Animal Fri¢iids BawrvVBu￿ughco￿￿Bll iooo 7.573 7.573 Income from AetiWilitJ'. Shop Sfdes Inlcrc5t ic OM'I sa￿ClU￿r 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 T￿41 fund5 2g.02.20 Atllvllie$ 10 r￿TIher Charily's Objecl Slaff s￿ari£s cl￿171￿8 Costs Repairs and Renewals M(rttr ¥nd'lravrl Iiisunuice Purcli Sundry EX￿nSt5 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 DqJrecillI￿n of ass¢ 15.423 r4I*ii¥genic￿t adiminlslrali￿n of tht Cbarity It￿phOn¢ $Dd Inlcrnrl Poslgge. printi￿& stai101￿ry aiid advertisi Accolliilwicy Profession￿ fe£5 13ank chhig 400 87 240 3.621 87 240 3.628 55 19.778 S S'IA>Tr CObl'SAND TRUSfb.ES RF.HIINFRATION 28.02.21 28.02 20 GrD55 iV48¢5, 5alaii<5 1* rid b¢iiEfiis in kind IMploy¢¢s Nali(wial I￿SUranC¢((￿sts 4.440 1he 2￿rage Dunl￿[ of full-littK equivaknl cmployees{induding part41￿￿•1￿ dunr¢ lh¢ 2 (2020- 0). No employee weceived rem¥JiLYaion 10 I1￿ £50.OM in cilhu pr. The Oiyl SAnerua No¢r$ 141 Ihc Stitt ror Iht I'cir Endtd 28 Ftbru 6 J>ElI'foRS AND PREPAVMENTS 28.02.21 28.02.20 l ARffly￿S 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 L￿dItOrS 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 F￿ndS 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 TI￿re liav¢ b¢¢0 iio lransa¢itoi￿ I￿(￿ren ihe chariiyazKI anyof lh¢ ￿l￿t￿￿or 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 prov￿e all th8 ewdenr£ that woukl be required in an audrt and consequendy no opinion is given as to vknether Ihe accounts p￿sent a"Irue and lair vwl, and the report Is limited to the ststement below. Independent ExamIne￿3 $tst•ment In conn8clion Mth rny examinalh)n. no matt8r has corne to my attenbcffj.. 11 ￿lch gwe5 me reasonable ¢ause to believe that, In any matuial r8spera the requiiery*nts'. . lo keep accounting records in accordance wlh sectjon 130 of Ihe 2011 Act". and . to P<8pare accounts which accord writh the accounting records and lo comply wth the accounting requireff*nts of the 2011 Act. have not been met". or 21 to which in my opinion, attenlion Shou￿ be dra￿ in order lo enable a proper understanding ofthe accounts to be reacw. Dawn Naylor FCA Jig58w Accountants Limited 370 Heysham R￿d Hey5ham Lancashire LA3 28J Dated.. 211031202L Ind ent Examinerfs re ort to the trustee$ 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 cons￿lera￿.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 ￿l￿ve 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 Understa￿lIr￿j of the acwunls to be reached. Dawn Nayloi FCA Jig58w ACco￿ntsnts Limited 370 Heysham Road Hoy5ham Lancashire LA3 2BJ