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:
| 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 |
| Policy on social investment including program related investment |
Para 1.38 | There is no current policy in place, |
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| 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 vets 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. |
| 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 |
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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 | £0 funds at this time, however we have a £100 K 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 can not 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 any fundraising) |
Para 1.47 | |
| 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 | The current major risk is that of Bird Flu that is spreading though out the UK. |
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. |
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| • Talon’s and beak coping = As and when needed • Medication/veterinary checks as and when illness is found, or on a vets 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 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 | Currently we have no Owls on site due to them being taken by the RSPCA, and the now ongoing legal case centred on Paul Rose due in Crown Court Preston Nov 2023. Further ground works still ongoing on aviary building pre the return of our Owls in 2023. |
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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 Sayle | 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 26/12/2022 |
||
| 26/12/2022 |
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Charit}. Registralion Dumber 1184837 Financial Statcmcnts lor the Year F.ndcd 28 Februan. 2U22 ror The Oii'l Sanctuan-
The 0.1 Sanctuar) Contents of ihe Ftnttncial Statements ror the Year Endcd 28 Februarn. 2022 I'age Statement of Finllncial Actii'it)- Balance Sheet Notcs to the Financi#l StalemeTrls Independent Eiamillers Reporl
'h ()Ml for ihe l-car FTrded ?% FelTrruari 0•• Uowi%iiicied fruTrds Rcstricted Fund5 ?80?22 T{ frunds )¥0?22 1.0t Funds lTrcOI Fiinds 155.944 4.763 158.944 4.76) ?4.4?7 y.573 Grlts ReSirre8 163.707 163.707 Re%nurr¢fi F. Cu%15 nf pl¥til'iti¢s in furth¢iJncc of Lhc Charilv's objiils NlJnJ¥ilniill dtid AdiiiinisiiJiion Isupwn rosts) 69.j67 61_613 'rolg1 Rc5vurrrs Exptndod 130_975 130.97? 19.778 RciAincd Surplu5 ilrought tr0rn2rd 15.435 RtsDureLS Fur Tkne l'ear 32,733 15.43 48.168 48.168 The notes form pJrt olkn fianCial 5merne
?A Fehriian 28.02.22 28.02.21 OiC5 77.0(X) ('[IRRE%I'.ISSET5.. F)kbiors 384 Casli ai bank. 1.484 1.484 CREDITORS.. Atrt)unts fglline 30_31 )40 E'I. CI"RRENT (KSSETS: 128,8321 'ro'i'.41..455E'IS L C.'I,'iiRL.NT LI.IBILITIES- 4¥.16 (.'IlkDI'I'ORS.. Atrt)unts falling I'k'l'.ISSETS.. 48.16S 48.168 48.168 OIN, IIF.IlplLF OF TFIE BO,IRD: I I Paul sdi.li AppruirLd bs lh¢ Board on ?6 Dicembcr •0?? The Troie5 panofth¢% fJiLlibÈi31 ststen*nts
Thf OMI Sanclu#
lof Iht 1.tar Endtd ?J Ftbrul
Ilics¢ aiiuuills liai'e been on ih¢ ba5i5uf hi51iyJ¢ ¢osi lex
Tht OMI SArt¢iuAr" 3 ANAI.I'SIS OF" IIC'O.IIING RF%OI'RCE5 UnTe5tricted Resiricicd ?80??? ?80?7? Toial Funds 2A 02.2? Total Fllnds Gr#nlS- Animal Fri¢nds Eldriuii TluIotseh Couniil 2.000 7.-573 4.763 4.7fi3 9.i7i In¢nmt fr(bm oiin.-Icti%'ille5- liop sales IDI'tsimtnt Incomc..
The %AncEuAr oies 10 ihc SialernrTrl af Finzllrixl.Irliiir% ror iht l-ear Trthruarn 0•? Unr¢51ricd Fw¥J5 ?80772 Rr51iiclc41 Funds ?80!?) Tot31 funds ?8 0?.22 ?8.0? ?1 ¢liiilie5 lo furlher C'harill-'5 Objttts 30.878 R¢pair5 Rlniivals Mvivr and Ttavel In5uraDr¢ PurehiiS 3.809 1.470 4.701 2U(y 299 94X 8.446 ?.010 343 766 4.701 Sundr). FxpinsLS Rai¢¥ 2nd Water K¢ni ti2$. Oil and Electiicii). 948 8.446 2.OlQ Ik'pi¥¥iaiion ol'fi¥ed assets 9.000 69.j67 %J#Tr#kJern¢Trl adinimisir#iion ttfihf Charil) 43 435 40U 87 13.496 43.4! 13.496 4.1.479 1.249 3.628 l.iiencc% and subscrip110115 Bwik charges 191 4.3.54 liO.975 130.97 19.778 5 STIIFF C-051".¥..KID'I'RLISTEES REIII'NEILITID ?¥0? ?? 28.0?.21 CifoSs ages. salJric5 lind t.$1 ijb L'Ènd Emploverfs Naiional Insuiathii Costs 30.878 4.440 30.878 'rhc ai¢rage [.[ of full.iime equivaleni emploitts lim¢ltydiNe cJsual and p3n-iime aIn dUTi¥ S"¢ar i¥as 2120?1 . 21. No Lniplo)"cL rL¢ill¥a riniuneIaiion 10 rtliwi [50.) Jneithei lear.
'hi n1.¢1Uiry to iht SiaEtmeni of FiTraTrrial,Iciii-ji (or the lear F.ndcd Trthruan" ?0?? 6 T.4NC.'IBI.E F1I.I),IFT.S Nfoiot Él Cosi or I qliioffrvii Additions 36.(MX) 56.000 Ai 28 februar). 202 36.( 86.000 & ?.4eLYimiiluierfilepnriaiioiifjn¢liWirmeipr0vi5I¥I DEPRLCI,I'I'IOS: L-liarge foI ><at 9.1M)O 1112¥ F¢br#t5 ?022 9.WO FT BOOK I',ILIIE.. 77.(KK 77.000 A5 al 28 F¢bruJTh 2021 7 DE-II'I'()ILS.4NI) I'HF". ?8 02.22 x.o)11 7.1.4KolJ'sis 01.bror5 Tr47dL Dib1015 Prepa}Nicnts 354 VAT 3¥4 X C.'RLDI'lOItS.4%V ACCRI"IlLS 8.1 Aii¢rl)'Jis olcrediior Trr Ctcdiitsrs 39) 4.080 240 30.)15 240
-hc Owl SancEUA rfs ro Ih siattmtni of &'iMan¢ial.4rtii' riir tht Itar Endcd ?8 Ftbruari- ?0?? 9 RECONCILI.4TIO%I OF %IOI""III'.%"I'% IN FI'NDS L'Trre5Erici¢d Funds Restsided fjdg ToLIt ?8 0?.22 ToiJl 280?21 N¢l,%lo%rmcnlS in Fn11S fol the lear 32.733 32.733 FunJ> Baldnic bitsught fLyald al l fvlJtch ?1 'IIDd blanrrs ¢arritd ai •¥ Trtbru•r) 45.161 48.168 10 REL_4TLD P,tRTI' TR.KNs..IcrioNs There hai¢ been lJansaLlions ki¥%een the <knit) and anv of1 memiKY50f IhCTnrC$[ th¢ir I51¢S I I C()LN'-IROL Thc chllriis 15 conlroll¢d bv ih¢ TntsiLYS.
Inde ertdent Examlnerfs rt to the trustees of The Owl Sanctua Chari No. 1184837 Re ort on the Accounts for the 28 Februa 2022 ear ended Respective responsibilites of the trustee and examiner The chanty's trustees are respon51ble for the preparation of the accounts. The charity's trustees considers that an audit is not reqtjired for this year undef section 144121 of the Ch3ritse5 Act 2011 (the 2011 Act) and that an independent examinab'on is needed. It Is my responsibility to . examine the accounts under section 145 01 the 2011 Act". . to follow the procedures laid down in the General Directions gwen by Ihe Charity Commission (under Sectitsn 14515llbl of the 2011 Act)". and . lo state whether particular matters have come to my attentiorb. Basis of Indèpendent Examlnerfs Report My exarninalion wa5 carried out In accordance wth the General Directions given by the Chaiity Cofflmission and Includes a review of the accountrng records kept by ihe chanty and a compan50n ol the accounts Pfesente¢J with those records. It also includes consiLJeration of any unusual Items or disclosures in the accounts. ènd seeking explanation trorn the trustees concerning any such tnatters. The procedures underiaken do not provide all Ihe evidence that would be required In an audit and consequently no opinion Is given as to whether the accounts present a.true and fair wew" and the report is limited lo the statement below. Independent Examlner's Statement In connection with tny examination, no matier ha5 come lo my attention.. 11 which gives me reasonable cause to believe thaL in any material respect the requirements". . to keep accounting records in acwrdance wjlh section 130 of Ihe 2011 Act." and . to prepare accounts which accord with the accounts.ng records and to comply wth the accounts.ng requirernenis of the 2011 Act have not been met". Of 21 to whi¢h in my 0.niOn, attention should be drawn in ortjer to enable a piopef understanding of the accounts to be reached. Dawn Naylor FCA Jigsaw Accounlants Limited 370 Heysham Road Hey5ham Lancashire LA3 2BJ Dated.. 26 December 2022