## **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: ||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,| 1 |||| |---|---|---| |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||| 2 ## **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.| 3 |||•
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.| 4 ## **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 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| 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
26/12/2022|| ||26/12/2022|| 7 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 lTrcO￿I Fiinds 155.944 4.763 158.944 4.76) ?4.4?7 y.573 Gr￿lts ReSi*￿rre8 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 fi￿anCial 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" qllaliftes as a s￿￿1 comp￿... l)Ibthation¥ iniunit froffl #riiiili¢ lions In¢ome frnm oiyn Jcti%ities Jte cr¢dired itr Sla￿ment ofFinJncJal Aciii'iiie5 in ihe ieJr ofwc¢¥pr. Gr4n15 tiranis. including grants foi ihe pur¥hkn¢ vf fiiLXt *4SL*S. art reiogllised in full Sla￿t￿c￿l ofFinattGial Artii itl¢5 ln il ¢Thdl¢urt f￿nded b LapiiJl cipLnditUlL ishich ib I"un&.d b! erwits is tre￿ed addi110￿ ro fiicd associ*thl Emi is CtediiLd io a rLsliiclLd or di51gllJted furtd.-liiouni. ￿L￿ndIn0 on ik i¢rm% Trfihr yarti. Is ￿'leaSed io ihc 51aicnKni of fiTrii nrial cll1ll1i￿ oi'er ihL' i¥lKItLd USL'flll life of ihe tel￿￿￿1 DLpfLLI.Ilion Is ptoi'idcd on i&11 iingiblr tt%yis ¥xcept Iriihold ai rat￿£￿](￿1*1¢d 10 (bff th¥ Ics5 k511rnalid [L>idual %alui of iach ￿5￿1 over lis LIIKLILYI V>ilul lili 35 follo41s. dcpicciaicd IlcsTrurces e¥ Resources eYrKndcd ale rccogniscd in ihc pcwiod in M.hi¢h ihii arL Incurred and iTrcludc amburable VAT i%hi¢h Lannvl bL rccnicred ctIi'lllC5 10 funhcr ihL' chariil's obji¥li%¢S Ci)nLpfisLS costs of pto%iding club aciiijije5. Managcmcni adThinistrJiion coMpr￿¢S Costs of n1nni￿8 the chatin itself a5 OTWiS*10th. l-vnds h¢ld bj ihe iharill aie. Iliifcstriiied general fuiids- IliLSL Jre ￿hIch ran bc in M"iih th¢ rb4nlabl¢ obirds * Ihr Ji>ir¢i]thn i?fih¢ RL%ificiLd lunds- IhL5C Jfi lund5 iihich can onl!. u5cJ for particvlar r¢s[ric￿0 puqxiks iiiihirt ihL IihJi¢L% (yl'iliL ¢liaril Resiriciion5 arise SPLrifiLd bs th)ni)Ti)Y ¥ihiii fun￿ raiJ¢d foi paniiular irttsicied purposes. Fllnher deiails pur￿sc5 ol'¢i4 ch lund ai¢ in¢lud¥d in nDt¢S li) thL finJMiial staiLmciits. 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¢51ric￿d 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¢ Pureh*iiS 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 n￿1.￿￿￿¢1Uiry to iht SiaEtmeni of FiTraTrrial,Iciii-ji (or the lear F.ndcd Trthruan" ?0?? 6 T.4NC.'IBI.E F1I*.I),I￿￿FT.S Nfoiot Él Cosi or I qliioffrvii Additions 36.(MX) 56.000 Ai 28 februar). 202* 36.( 86.000 & ?.4eLYimiiluierfilepnriaiioiifjn¢liWirme￿ipr0vi5I¥￿I DEPRLCI,I'I'IOS: L-liarge foI > Baldnic bitsught fLy￿ald al l fvlJtch ?￿1 'IIDd b*lanrrs ¢arritd ai •¥ Trtbru•r) 45.161 48.168 10 REL_4TLD P,tRTI' TR.KNs..IcrioNs There hai¢ been lJansaLlions ki¥%een the