**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;
- relationship with any related parties;
- 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.
- how expenditure has supported the key objectives of the charity;
- 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