To
Trustees' Annual Report for the period
Period start date Period end date 1 January 2024 31 December 2024
From
Section A Reference and administration details
Charity name The Owl Centre Charity
Other names charity is known by
Registered charity number (if any) 1191239
Charity's principal address
18 St George’s Place
Cheltenham
Postcode GL50 3JZ
Names of the charity trustees who manage the charity
| 1 2 3 4 5 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Heledd Kendrick | Chair | |||
| Joanna Luxton | Trustee | |||
| Marianne Simpson | Trustee | |||
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 |
||
| Clinician | Nicola Lathey | 18 St George’s Place, Cheltenham. |
| Independent Charity Advisor |
Faith Griffiths | |
Name of chief executive or names of senior staff members (Optional information)
Nicola Lathey - CEO
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
(eg. trust deed, constitution)
How the charity is constituted
CIO
(eg. trust, association, company)
The Owl Centre Charity
1
Year Ending December 2024
Appointed by Nicola Lathey, CEO, The Owl Centre Charity alongside Trustee selection methods Trustee vote (eg. appointed by, elected by)
Additional governance issues (Optional information)
No change to the charity’s organisational structure. You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational 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
Summary of the objects of the charity set out in its governing document
The Owl Centre charity's aim is to provide educational resources, training, and support for individuals with additional needs (such as neurodiversity, communication difficulties, or mental health challenges), their families, and the professionals who work with them. It achieves this through creating bespoke psycho-education packages, running workshops, and offering specialist information, with both UK and international reach. The charity works with various partners to provide guidance, support, and community resources, including training for professionals in developing countries. • Support for individuals and families: The charity provides resources, information, and support for people with neurodiverse needs, mental health challenges, and communication difficulties. • Professional training: It delivers training programs, workshops, and conferences for parents and professionals to build their skills in supporting individuals with additional needs. • Bespoke intervention packages: The Owl Centre Charity creates tailored packages focusing on British best practices for a wide range of needs, including autism and ADHD. • International collaboration:
The Owl Centre Charity
2
Year Ending December 2024
The charity works with international partners to provide training and support in developing countries, with a focus on empowering local professionals. • Specialist expertise: It draws on a multi-disciplinary team of specialists, including speech and language therapists, occupational therapists, psychotherapists, and medical experts, to deliver its services in the UK and abroad, and to create psychoeducation packages. • Community and partnership work: The charity engages with community initiatives and partners with other charities, such as the Saigon Children’s Charity, to support specific groups.
We had a quiet year mainly due to our CEO’s personal circumstances but our main activity 2024 centred around a successful National Lottery bid for £20k to create a website – waitingwell.co.uk to support people waiting for autism and ADHD Summary of the main activities assessments. undertaken for the public benefit in relation to these During Q4, we prepared the activities for Waiting Well so that they objects (include within this could begin in Q1 2025. These activities were organising content, section the statutory filming, scripts, web design and launch. declaration that trustees have had regard to the guidance The CEO and a trustee attended a NCVO training course on charity issued by the Charity governance and trustee responsibilities. The information was Commission on public benefit) filtered down through the team and consequently a trustee pack was created. We continue to try to establish partnerships with organisations in Kyrgyzstan and India.
Section D Achievements and performance
The charity remains small with only one UK based project (Waiting Well) Summary of the main and one main overseas project in Vietnam (Saigon Children’s Charity) to achievements of the charity focus on. Next year, we plan to re-train the trustees and relaunch the during the year charity. We will then apply for a wider range of grants closer to home as well as overseas.
Section E Financial review
The Owl Centre Charity
3
Year Ending December 2024
Brief statement of the charity’s policy on reserves
The charity did not require reserves during this year.
Details of any funds materially in deficit
None
Further financial review details
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
You will note an erroneous payment on the charity accounts for 2024. The details of this have been identified and reported to the Board. This was a short-term error, and the matter was formally minuted with the full amount being repaid to the charity in the subsequent financial year.
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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) Heledd Kendrick Position (eg Secretary, Chair, Chair etc)
Joanna Luxton
Trustee
Date 15/10/2025
The Owl Centre Charity
Year Ending December 2024
4
The Owl Centre Charity 1191239 Receipts and payments accounts CC16a For the period 1-Jan-24 12/31/2024 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 20,000 - - - - - - - 20,000 - - - 20,000 595 - - 1,406 - - - - 2,001 - - - 2,001 17,999 - 2,241 20,240 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 20,000 - - - - - - - 20,000 - - - 20,000 595 - - 1,406 - - - - 2,001 - - - 2,001 17,999 |
Total funds to the nearest £ 20,000 - - - - - - - 20,000 - - - 20,000 595 - - 1,406 - - - - 2,001 - - - 2,001 17,999 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Grant Income | 20,000 | 10,383 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
20,000 | 10,383 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 10,383 | ||||||
| TrainingCourses | 595 | - | ||||
| Travel and Subsistence | - | 8,402 | ||||
| Sundry | - | 80 | ||||
| Erroneous payments (returned post year end) |
1,406 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 2,001 | 8,482 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 8,482 | ||||||
| 17,999 | - | - | 17,999 |
1,901 | ||
| - | - | - | - | - | ||
| 2,241 | - | - | 2,241 | 340 | ||
| 20,240 | - | - | 20,240 | 2,241 |
CCXX R1 accounts (SS)
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Cash at Bank Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 20,240 - - - - - 20,240 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
CCXX R2 accounts (SS)
2