## **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** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||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**||**-**| 1 CCXX R1 accounts (SS) 29/04/2025 ||(agree balances with receipts and payments
account(s))|(agree balances with receipts and payments
account(s))|(agree balances with receipts and payments
account(s))||OK|OK|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| ||||||||||| 2 CCXX R2 accounts (SS) 29/04/2025