## **Trustees' Annual Report for the period** Period start date Day 14 Month 02 Year 2025 Period end date Day 31 Month 3 Year 2026 **From To** ## Section A Reference and administration details **Charity name Other names charity is known by Registered charity number (if any)** 1212155 Penrith Swift Group n/a **Charity's principal address** Stone House, Skelton Wood End, Penrith Cumbria **Postcode CA11 9UB** ## **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 (ifany)**| |---|---|---|---|---| ||Susan Rowlands|Chair||| ||Veronica Schofield|Treasurer||| ||Terence Palmer|Secretary||| ||Anne-Marie
Williams|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted - (eg. trust, association, company) Appointed by current Trustees Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** 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 objects of the CIO are to promote, for the benefit of the public, the conservation of the Common Swift (Apus apus) in North Cumbria by raising general awareness of the declining status of the species. We will identify, and strive to protect, existing nest sites and encourage the provision of additional nest sites across the county.** March **2012** **TAR** 2 From the 14[th of] February 2025 when we were awarded Charitable status the Trustees have considered and complied with the Charity Commissions guidance at our meetings when planning our work. Our main activities during the year were as follows: - Giving talks and attending shows - Visiting schools - Distributing and installing swift nest boxes and callers **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** - Putting up swift themed displays and running swift themed activity sessions for children - Publicising swifts’ decline by writing newspaper articles and posting articles and videos on Facebook. - Monitoring and reporting swift nest sites - Organising visits to swift colonies - Commenting on planning applications recommending swift brick installation - Fundraising for the group’s activities - Rescuing and rehabilitating grounded swifts These activities benefit the public by aiming to conserve swifts, a species on the red list of conservation concern. ## **Additional details of objectives and activities (Optional information)** We are grateful for the many hours of help from volunteers, including Trustees, associate members and others with whom we collaborate. Without their help our group would not have been able to achieve so much. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Raising awareness of the decline of the common swift. Summary of the main achievements of the charity** During this year we arranged eight swift talks to a variety of adult **during the year** audiences. We’ve visited schools to talk to children about swifts’ decline and have given swift nest boxes to three of them. The children enjoyed swift themed craft sessions and a short video presentation. We ran stalls at the Stainton farmers’ market, Cold Springs Nature Reserve, the Country Festival in Kendal and Cumbria Wildlife Trust’s members meeting. As well as these events we organised a “Celebrating Swifts” event in the Swifts Nature Reserve, Carlisle. The RSPB local group, Cumbria Wildlife Trust and Carlisle Natural History Society were invited to take part. Volunteers helping to run the event included students from Cumbria University and Carlisle Youth Zone. This event was supported by the Cumberland Council. The chair of our group volunteered to help run a swift stall at the Global Bird Fair in July. In December 2025 benches and interpretation boards describing swifts’ lifestyle and differences between swifts and hirundines were installed in the Swifts Nature Reserve. This was made possible with funding from Cumberland Council, Cumbria Waste Management Environmental Trust, Cumbria Community Foundation and the Cumberland Building Society. During the year we organised visits to the animal rescue centre in Kendal College to learn more about animal rehabilitation and to Tanya Hoare’s swift colony. Our most successful fundraising effort was to arrange a talk by local farmer and celebrated author James Rebanks with 160 attendees. **Encouraging the provision of additional nest sites across the county** . Two nest boxes, one with a nest box camera and a caller, along with a television were installed in Penrith Library with support from Westmorland and Furness Council. In total we’ve distributed, and in some case installed over four hundred swift nest boxes. Some of these were purchased with funds following a successful Crowdfunding project in the previous year. Other boxes were made by members of Denton Woodcraft which is a Council run facility for adults with learning difficulties. Members of a Men’s Shed at Cumbria Wildlife Trust’s Gosling Sike made more boxes as did two local residents and school children. The raw materials for these boxes were funded partly by grants, partly by donations and partly from our own funds. We ran a nest box project in Stainton in spring 2025. This was supported by grants from Penrith Action for Community Transition and Dacre Parish Council. A Stainton resident made 30 nest boxes, and these were installed with swift callers on 15 houses in the village. March **2012** **TAR** 4 Section D Achievements and performance A swift walk was arranged to check the nest boxes in July 2025 and to view natural nest sites and previously occupied boxes. We commented on local planning applications, urging developers to incorporate swift nest bricks in their new houses. We were successful in encouraging one developer to include 194 swift nest bricks in their plans. ## **Identifying existing nest sites** Following our surveys during the breeding season we identified 56 swift nest sites and have submitted reports to RSPB’s Swiftmapper as well as to Cumbria Biodiversity Data Centre. ## **Swift Rehabilitation** During the swift breeding season, we collected grounded swifts, swallows and house martins and transferred them to carers for rehabilitation. Two members of our group undertook to rehabilitate birds under the mentorship of Louise Bentley. ## **Swift conference** The chair of our group along with members of Sedbergh Community swifts and Kendal Swifts organised a national swift conference for the Swift Local Network which took place in November 2025 with 120 delegates attending. March **2012** **TAR** 5 ## **Section E Financial review** We have not yet written our reserves policy **Brief statement of the charity’s policy on reserves** **Details of any funds materially in deficit** n/a ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - 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)**Susan Rowlands
Veronica Schofield
**Position (eg Secretary, Chair,**
**etc)**
Chair
Treasurer
**Date**30/06/2026|||||| |---|---|---|---|---|---| ||||Veronica Schofield||| |||Chair||Treasurer|| |||30/06/2026|||| |||30/06/2026|||| March **2012** **TAR** 6 ||**Penrith Swift Group**
**Charity Name**|**Penrith Swift Group**
**Charity Name**|**Penrith Swift Group**
**Charity Name**|**1212155**|**1212155**|**1212155**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|**14.2.25**
**Period start date**|**To**||**31.3.26**
**Period end date**||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**2,260**
**3,795**
**-**
**922**
**-**
**-**
**-**
**-**
**-**
**6,977**
**-**
**-**
**-**
**6,977**
**910**
**3,941**
**365**
**100**
**233**
**58**
**40**
**500**
**403**
**6,550**
**-**
**-**
**6,550**
**427**
**-**
**3,897**
**4,324**|**Restricted**
**funds**
**to the nearest £**
**-**
**6,765**
**-**
**-**
**-**
**-**
**-**
**-**
**6,765**
**-**
**-**
**-**
**6,765**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**6,192**
**-**
**6,192**
**-**
**-**
**-**
**6,192**
**573**
**-**
**573**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**2,260**
**3,795**
**6,765**
**922**
**-**
**-**
**-**
**-**
**-**
**13,742**
**-**
**-**
**-**
**13,742**
**910**
**3,941**
**365**
**100**
**233**
**58**
**40**
**6,192**
**500**
**403**
**12,742**
**-**
**-**
**-**
**12,742**
**1,000**||**Last year**
**to the nearest £**| |**Fundraising from charitable**
**activities**|**2,260**||||||| |**Income from trading activities**|**3,795**||||||| |**Grants**|**-**||||||| |**Donations**|**922**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**6,977**||||||| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_ **
**A3 Payments**|||||||| ||||||||**-**| ||||||||| |**Venue Hire**|**910**||||||| |**Merchandise/raw materials**|**3,941**||||||| |**Stationery/printing**|**365**||||||| |**Insurance**|**100**||||||**-**| |**Rehab costs**|**233**||||||| |**Bank Charges**|**58**||||||| |
**Postage**|**40**||||||**-**| |**Grant fundedprojects**|||||||**-**| |**Donation to Kendal College ARC**|**500**||||||| |**Equipmentpurchase**|**403**||||||**-**| |**_Sub total_ **|**6,550**||||||**-**| ||||||||| |**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_**|||||||| ||||||||**-**| ||||||||| ||**427**|**573**|**-**||**1,000**||**-**| ||**-**|**-**|**-**||**-**||**-**| ||**3,897**||**-**||**3,897**||**-**| ||**4,324**|**573**|**-**||**4,897**||**-**| 07/08/2026 CCXX R1 accounts (SS) 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**|**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
N/A
**Details**
Display board
**Lloyds Bank Account**
**Details**
**Details**
**Gazebo & furniture**
Filing cabinet
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
N/A
**Details**
N/A|**Unrestricted**
**funds**
**to nearest £**||**Restricted**
**funds**
**to nearest £**||**Endowment**
**funds**
**to nearest £**| |||**4,324**||**573**||**-**| |||**-**||**-**||**-**| |||**-**||**-**||**-**| |||**4,324**||**573**||**-**| |||||||OK| |||||||**Endowment**
**funds**
**to nearest £**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**Current value**
**(optional)**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**Current value**
**(optional)**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**When due**
**(optional)**| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||Date of
approval
**24/6/2026**
**24/6/2026**| 07/08/2026 CCXX R2 accounts (SS) 2 CCXX R3 accounts ISSI 0710812026