Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year 01 04 2023 To 31 03 2024
From
Section A Reference and administration details
Charity name Annie’s Trust Other names charity is known by Registered charity number (if any) 1186172 Charity's principal address The Old Rectory, Flixton Road Lound Suffolk Postcode NR32 5PN
Registered charity number (if any) 1186172
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Diane Bowman | Chair | |||
| Scott Beaton | Treasurer | |||
| Helen Majkowski | ||||
| Jade Moore | ||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
Name Address |
|---|---|---|
| Name of chief executive | or names of senior staff members (Optional information) | |
Section B Structure, governance and management
Description of the charity’s trusts
Constitution
Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Elected by Trustees Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
No funds or expenses are paid to Trustees. You may choose to include All members of Annie’s Trust donate their time to the charity freely. additional information, where Access to Annie’s Trust bank accounts is limited to active Trustees and all relevant, about: accounts are reconciled monthly using an accounting tool. policies and procedures All sensitive information is held securely and is password protected. The adopted for the induction and most sensitive information, such as banking information is only available training of trustees; to the Trustees responsible for finance. Access to these areas is monitored.
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the charity’s organisational No paper copies of personal information are printed out or kept.
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structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
To relieve the suffering of stray and shelter dogs in Romania. Organising and funding spay campaigns in rural Romania to aid in the reduction of the stray dog population.
Summary of the objects of the Our primary objective is to improve the lives of the dogs left behind in charity set out in its governing Romania. document
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| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
Annie's trust strives to provide assistance to the poorest public shelters within Romania, currently focusing on Adjud Vrancea in the northeast. With a small team of trusted unpaid Romanian volunteers, we have been able to increase the quality of life, living conditions, nutrition and medical treatment for the dogs. By providing essential flea and tick treatment we have eased the suffering caused by deadly mosquito and tick related diseases like heartworm, babesia and anaplasma as well as controlling the very serious skin condition demodex, which is rife. We fund and provide sleep boxes and kennels for the dogs living outside in arctic conditions to provide a safe, warm and dry place to sleep. Puppies are vaccinated and provided with regular food and milk. While older and sick dogs receive more nutritious food to improve their condition and recovery. Dogs within Romanian public shelters receive very little medical care when they get sick or injured. There is no medical care for the dogs on the street who are left to suffer and die from common accidents, brutality or disease. We provide lifesaving medical treatment to all dogs in need, that would otherwise suffer without our intervention. We operate a stray feeding programme funding food for abandoned dogs. We believe that the most sustainable way of controlling the numbers of dogs on the streets and in the shelters is to promote spay and neuter campaigns throughout the country. We currently fund year-round sterilisation programs for the public shelter dogs, strays and also to owners with limited income for their pets. We educate to encourage better welfare for their animals. Annie’s Trust do not rehome dogs directly to the public, but instead we liaise with trusted rescues and sanctuaries in the UK and Western Europe who find homes for the dogs within their existing network. This ensures a responsible approach to safely rehoming dogs. |
|---|---|
Additional details of objectives and activities (Optional information)
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You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
We have sterilised over 500 dogs again this year. We work with suppliers to achieve an efficient cost control to ensure each donations goes as far as possible.
We have built four new foster pens for dogs that require more care once they leave the clinic but cannot be placed back in general shelter care. This saves daily clinic costs, without placing the dogs at risk.
In addition to this, we have built 28 kennels which would house 56 dogs to protect them from the environmental elements.
This year we opted to take the opportunity to purchase a year’s supply of parasite treatment for the dogs. This offered a significant saving against ordering as required and ensured the dogs were adequately protected throughout the year. This ultimately improves the dog’s quality of life as simple things like fleas and worms can ultimately lead to very serious conditions for the dogs in these dirty public shelters in Romania. The effects of this can be fatal, and cases of skin conditions alone can cost more than £1,000 per dog in the clinic for treatment.
The year has been difficult for fundraising due to the cost-of-living crisis in the UK directly impacting supporters' ability to donate. Fundraising overall is up, but with less per head than previous years.
We have tried to be creative with some of our fundraising ideas and options and this included the creation of a monthly direct debit plan, acquiring a lottery license to run raffles and now also have a weekly lottery.
Section E Financial review
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£50,000
Brief statement of the charity’s policy on reserves
Due to the impact on the costs increasing, we have increased our reserve from two to four months average expenditure. This is to protect the charity, and its responsibility to the animals and its donors.
Details of any funds materially in deficit
Annie’s Trust has no debts. All bills and invoices are paid as received.
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
The charities principal source of funds are general donations from supporters. This is driven primarily by online fundraising via Facebook
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc)
Date
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| Charity Name Annie's Trust |
Charity Name Annie's Trust |
Charity Name Annie's Trust |
No (if any) 1186172 |
|
|---|---|---|---|---|
| For the period from |
Period start date 4/1/2023 |
To | Period end date 3/31/2024 |
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts General Donations 87,536 Grants 11,500 FundraisingCampaigns 44,214 CharityCashback Websites 486 Not for Profit Support 3,100 Gift Aid 21,679 Lottery 1,996 Bank Interest 306 170,817 - - Sub total - Total receipts 170,817 A3 Payments Shelter Food 32,529 Vet Fees 59,387 Sterilisations 7,281 Parasite Treatment 15,531 Shelter Improvements 11,285 Foster Care 8,634 General Outgoings 12,231 Web Hosting 166 BankingFees 177 Sub total 147,221 - - Sub total - Total payments 147,221 Net of receipts/(payments) 23,596 A5 Transfers between funds - A6 Cash funds last year end 25,391 Cash funds this year end 48,987 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 87,536 11,500 44,214 486 3,100 21,679 1,996 306 170,817 - - - 170,817 32,529 59,387 7,281 15,531 11,285 8,634 12,231 166 177 147,221 - - - 147,221 23,596 - 25,391 48,987 |
Last year to the nearest £ |
| - - - - - - - - - |
87,536 | 67,664 | ||
| 11,500 | 21,283 | |||
| 44,214 | 39,427 | |||
| 486 | 404 | |||
| 3,100 | 3,880 | |||
| 21,679 | 14,670 | |||
| 1,996 | 179 | |||
| 306 | 96 | |||
| 170,817 | 147,603 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 170,817 | 147,603 | ||
| - - - - - - - - - - |
32,529 | 37,493 | ||
| 59,387 | 56,113 | |||
| 7,281 | 11,134 | |||
| 15,531 | - | |||
| 11,285 | 16,878 | |||
| 8,634 | 7,876 | |||
| 12,231 | 17,596 | |||
| 166 | 223 | |||
| 177 | 80 | |||
| 147,221 | 147,393 | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 147,221 | 147,393 | ||
| - | - - - - |
23,596 | 210 | |
| - | - | - | ||
| - | 25,391 | 25,181 | ||
| - | 48,987 | 25,391 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Bank Account Fund Details Details Details Details Signature Scott Beaton Diane Bowman Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 48,987 - - - - - 48,987 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Scott Beaton Diane Bowman Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Scott Beaton | Scott Beaton | ||
| Diane Bowman | Diane Bowman |
CHARITY COMMISSION FOR ENGLAND AND WALES Independont •xamln•rfs r•port on tho accounts S•ction A Indep•nd•nt Examln•r's R•port R•port to Ihe trust••$ 'hJTrty ¢o5f On ac¢ounts lor th• y•ar •nd•d Ch•rbty n• ILlanyl Ilf617> S•t 04Jt on pag•s UNr8 of Juilli01 5hepl I repcKt lo th8 trustees on my trxaminthn ol the ac)unt$ ol thtr above anty 1.the TN$fi for th8 year en¢J8d DD I MM I YYYY. R•spoM1blll•5 ind basls of r•port dnty8 trustees. ytyj •r• r•8kKJnsible for tha kyeparabon of the ccounts in acccrfdance wilh lh& fequiremènts of Ihe Ch•nb"e8 Act 2011 rtte A¢t'l. I report in cgspect ol my $¥arnlnal of the Tru$t'8 accounts ¢arried out under se¢btsn 145 of tm 2011 Ad and in carying ¢>Jt my èxamination. I have fdlrAved all th• appluble Direction8 givon by the Charity Commission s¥c"on 1451Sllbl ol the Ad Ind•p•nd•nl •x•mln•rfs stst•m•nt èex moua I ha complèted my examination I confirm th91 no mat•n•l matter8 have come to my attention in cOnnb.on vhth the examin8th.on (other n that disdOrt below'l whi¢h orves m• ¢ause to belitsve that In. ny merial resp&". * the accounthnq rocryd8 were not k¢FI in ac£thanc8 ith seCtn 130 ofthe Charrt# Act: or accounts dKI not the w>)unting r•¢cds'. or accounts not compty ¢h ihe aoicabb r8quirwnent8 cg)rKming the lorm and ctent ol actount8 set out In the Charities IALr4)unts and Repts} Regulations XK)8 oih8r than any requir8rn6nt Ihat lh& aco)unls giv• a knje and fair. vp whth Is a matter consrdered as part ol an Ind8porent exarninglwi. I have no rnm9 and have corne acsoss no other rnatters in conn8Lon ¥thh th• èxaminatson to whth attèntm shOd b8 drawn in this rèport In ordèr lo enat48 a proper undèrstanding of the accounts lo be reached. . Please del•t• Ihe words in Ihg brackots rftsydo notYPPty. Slgn•d.' Oat•". I 3è R•l•vant prof•5s1ol quallfl¢ationlsl or body lif
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Section B Di19$Ur Only ¢xMnplete if thè examinef n8eds to hKJhlight material matters of nwn (seè CC32, Ind8pendenl examination ol charty xcounls.. irecbtsn¥ and gUidae for examinersl. Glv• h•r• bri•f d•tlls of ny it•ms that th• xamlner wlshes to is¢los•.