2024-06-30-accounts - Dorset Mammal Group

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 01.7.23 Period start date To 30.06.24 Period end date

Charity name: Dorset Mammal Group

Charity registration number:1196394

Objectives and Activities: Dorset Mammal conservation and welfare.

welfare.
	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To educate and encourage the protection and welfare of wild mammals and their habitats by the public and to enjoy seeing these animals. To collect data about such animals and supply the appropriate authorities.
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	Training carers for hedgehogs which are sick or injured, providing necessary drugs and equipment. Helping the public to understand issues involved, fund raising to provide necessary care and recruit volunteers and liaise with local veterinarians.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The interest of the public in the study and information about our activities is good. We arrange hedgehog carers and train them, we arrange surveys for dormice and other difficult to see mammals and map their whereabouts. We also point out protected species to the public. The public are invited to all our activities through our membership scheme.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	We reserve the right to make grants which we feel will benefit mammals or welfare of them.
Policy on social investment including program related investment	Para 1.38	We do talks and events to show the public information they may otherwise not know, We also do events for the more interested member such as barn owl pellet analysis.
		Members are requested to pay a small

Contribution made by volunteers	Para 1.38	subscription annually. Some events require an admission charge to cover costs. We sometimes hold fundraising events, usually for specific projects. All 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	We liaise with landowners and site managers to consider mammals in the management of the site and offer advice on the aspects involved, eg coppicing of woodland where dormice are known to live. We run surveys to show the effectiveness of such management. We liaise with site management owners for members of the group and the public to enjoy access to such sites and help them understand their responsibilities as visitors.

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	We have organised talks and walks for group members with some access for non-members. We hold liability insurance in case someone is injured on such events.
Performance of fundraising activities against objectives set	Para 1.41	Fundraising for specific objectives. This is currently to introduce a carers network for injured or orphaned hedgehogs.
Investment performance against objectives	Para 1.41	Money is ringfenced for particular objectives. A small amount of our regular monies is invested.
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	We are solvent with sufficient reserves to meet our necessary responsibilities and educational needs.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We hold reserves to fund our activities, deal with replacement of disposables, equipment and speakers/leaders of events and out of pocket expenses spent in pursuit of our aims and objectives.
Amount of reserves held	Para 1.22	£48,745
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	n/a

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 and donations
Investment policy and objectives including any social investment policy adopted	Para 1.46	We have enough in savings to carry us through a year of usual overheads, admin costs, events costs.
A description of the principal risks facing the charity	Para 1.46	Inflation affecting overheads, over committing to welfare costs eg hedgehogs.
Other		Fraud - which we try to minimise.

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed/ 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 are elected by members or coopted for skills or knowledge they have.

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	We accept and share advice from the Charity Commission. Regular meetings of trustees and members to discuss issues.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	We produce a regular newsletter and email members of any new issues that we feel they should be aware of.
Relationship with any related parties	Para 1.51	We try to liaise with other conservation groups to further our objectives which are frequently shared
Other

Reference and Administrative details

Charity name	Dorset Mammal Group
Other name the charity uses
Registered charity number	1196394
Charity’s principal address	Dorset Environmental Records Centre (DERC), Dorset History Centre, Bridport Rd, Dorchester. DT1 1RP

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Angela Price	Chair of Trustees
Susan Varndell	Treasurer
Stephen Richmond
Stephen Kourik
Ian Mortimer
Paula Bates		From 15.01.25
Janet Vercoe	Secretary to Trustees

– Corporate trustees names of the directors at the date the report was approved

Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 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)

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

none

Other optional information

n/a

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) Position (eg Secretary, Chair, etc) Date	Angela Price

	Chair
	30.04.2025
	30.04.2025

						CC16a
	Dorset Mammal Group			1196394
	Receipts and payments accounts
	For the period from		To
		01/07/2023			30/06/2024

Section A Receipts and payments
	Unrestricted funds	Restricted funds	Endowment funds		Total funds	Last year
	to the nearest £	to the nearest £	to the nearest £		to the nearest £	to the nearest £
A1 Receipts
Donations & subscriptions	2,795	20,608	-		23,403	8,402
Bank Interest	54	-	-		54	20
Bank Interest		-	-		-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
_AR) _	2,849	20,608	-		23,457	8,422

A2 Asset and investment sales, (see table).
	-	-	-		-
	-	-	-		-	-
*Sub total*	-	-	-		-	-

**Total receipts **	2,849	20,608	-		23,457	8,422

A3 Payments
General expenses	2,897	-	-		2,897	471
Subsciptions & Affiliations	143	-	-		143	99
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
	-	-	-		-	-
**Sub total **	3,040	-	-		3,040	570

A4 Asset and investment ~~purchases (see table)~~
~~,~~	-	-	-		-
	-	-	-		-
**Sub total **	-	-	-		-	-

*Totalpayments*	3,040	-	-		3,040	570

*Net of receipts/(payments)*	- 191	20,608	-		20,417	7,852
A5 Transfers between funds	-	-	-		-	-
A6 Cash funds lastyear end	8,253	20,075	-		28,328	-
*Cash funds thisyear end*	8,062	40,683	-		48,745	7,852


Section B Statement of assets and		liabilities at	the end of the period
Categories	Details		Unrestricted ~~funds~~		Restricted ~~funds~~	Endowment ~~funds~~
			to nearest £		to nearest £	to nearest £
B1 Cash funds	Badger		-		3,102	-
	Hedgehog		-		37,581	-
	General		8,062		-	-
	*Total cash funds*		8,062		40,683	-

CCXX R1 accounts (SS)

29/04/2025

	(agree balances with receipts and payments account(s))	OK	OK	OK
		Unrestricted funds	Restricted funds	Endowment funds
	Details	to nearest £	to nearest £	to nearest £
B2 Other monetary assets		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B3 Investment assets			-	-
			-	-
			-	-
			-	-
			-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the charity’s own use			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-

	Details	Fund to which liability relates	Amount due (optional)	When due (optional)
B5 Liabilities			-
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees	Signature	Print Name		Date of approval
	Steve Richmond	Steve Richmond		01/04/2025

CCXX R2 accounts (SS)

29/04/2025