## **Trustees’ Annual Report for the period** ## **From Period start date To Period end date** ## **Charity name:** ## **Charity registration number:** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Conservation and protection of wild**
**mammals and their habitats; promote**
**awareness and education, provide a**
**newsletter for members.**| |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|**Hare walks; harvest mouse and**
**dormouse surveys; otter and hedgehog**
**surveys. Hedgehog carers and training;**
**public events. Venue hires, travel costs**
**for training. Donations to conservation**
**charities. Attending events to encourage**
**awareness of the public. Sharing our**
**survey results with Official bodies.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees had self training group on**
**09.02.22. regarding, roles and guidance**
**from the Charity Commission via Zoom.**
**Checks are kept and any new guidance is**
**circulated. We involve members and the**
**public in all our activities**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Small grants are occasionally made to aid**
**our objectives,**| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|**All our trustees and members are**
**volunteers**| |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|**Holding a hedgehog conference that was**
**open to the public. Our surveys are open**
**to all and training where necessary is**
**given.**
**Compiling an online atlas of mammals**
**with DERC which available to all.**
**Training hedgehog carers to offer a**
**service to the public worried about**
**injured or sick hedgehogs.**
**Holding talks on mammal related**
**subjects which are open to all.**
**Holding walks led by experts are open to**
**all.**
**Speaking on courses run by local**
**schools or colleges.**
**Liaising with local countryside course**
**and inviting them to assist in dormouse**
**survey.**| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|**All our activities and achievements are in**
**accord with our objects.**| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Current ac. £16934 (up from £11628 in**
**20/21)**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Ring fenced amounts held for particular**
**purposes eg hedgehog funds for training**
**carers and supplying them with drugs or**
**equipment.**| |Amount of reserves held|Para 1.22|**£3541**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Not from a financial position**| |**Additional information (optional)**
You may choose to include further statements|**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|**Membership subscriptions (£1234)**
**Donations (£7168)**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Providing equipment eg trail cams for**
**loan to members.**| |A description of the principal
risks facing the charity|Para 1.46|**Finding new volunteers to replace aging**
**organisers.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Association group model of constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**| |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|**Trustees elected at AGM with a right to**
**co-opt suitably skilled people to meet the**
**needs of the organisation**| |**Additional information (optional)**
You may choose to include further statements|**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||| ## **Reference and Administrative details** |Charity name|Dorset Mammal Group| |---|---| |Other name the charity uses|N/A| |Registered charity number|1196394| |Charity’s principal address|C/O DERC
Dorset History Centre,
Bridport Road,
Dorchester,
Dorset DT1 1RP| ||| **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)**| |---|---|---|---|---| ||Angela Price|Chair||| ||Susan Varndell|Treasurer|06.23|| ||Stephen Kourik|||| ||Stephen Richmond|Web master||| ||Ian Mortimer|||| ||Janet Vercoe|Secretary|15.04.23|| |||||| ||Previous treasurer
resigned in 2022|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 **|| |---|---|---| |**Angela Price**||**Stuffed animals for events**| |**Ian Mortimer**||**Thermo camera**| |**Susy Varndell**||**Trail cam**| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets Stuffed animals, survey equipment held in this capacity Name and objects of the Dorset Mammal Group charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for A note is kept by the secretary of assets held by trustees or safe custody and members segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** ## **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)** Angela Price **Full name(s)** Angela Price **Position (eg Secretary,** Chair **Chair, etc) Date** 25.07.23 **Charity Name No (if any) Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 20/21 22/23 |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**16,934**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**16,934**
**-**
**-**
**-**
**8,422**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**8,422**
**-**
**-**
**8,422**|**Restricted**
**funds**
**to the nearest £**
**3,541**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**3,541**
**-**
**-**
**-**
**13,572**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**13,572**
**-**
**-**
**13,572**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**20,475**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**20,475**
**-**
**-**
**-**
**Cross Add Error**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**#VALUE!**||**Last year**
**to the nearest £**| ||**16,934**|||||**15,140**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**16,934**|||||**15,140**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_**
**A3 Payments**||||||| |||||||**8,104**| |||||||| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**-**|||||**-**| |||||||| |**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_**||||||| |||||||**-**| |||||||| ||**8,422**|**13,572**|**-**|**#VALUE!**||**8,104**| ||**-**|**-**|**-**|**-**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**8,422**|**13,572**|**-**|**#VALUE!**||**8,104**| CCXX R1 accounts (SS) 25/07/2023 1 |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**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
Angela Price
badger survey equipment
hedgehog carers fund
**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**6,903**
**13,572**
**-**
**-**
**-**
**-**
**6,903**
**13,572**
Agreement Error
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)**
3101
**-**
10471
**-**
**-**
**-**
**-**
2
Print Name
Angela Price|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||Angela Price|Angela Price|5.07.2023| ||||| CCXX R2 accounts (SS) 25/07/2023 2