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2023-12-31-accounts

Trustees’ Annual Report for the period

From: 01/01/2023 Period start date To: 31/12/2023 Period end date

Charity name: Mousehole Wild Bird Hospital and Sanctuary Association Limited

Charity registration number: 272145

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 To relieve the suffering and distress of birds of
all species who are sick or injured or ill-treated
To promote study and research into the disease
of wild birds and method of prevention control
or cure and into the treatment of injured birds
and to publish the results of all such study and
research
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
The main objectives and activities for the year
continued to focus upon the treatment of wild
birds and the provision of a sanctuary. This was
achieved by providing a range of services,
focusing upon the outcome for wild birds.
The outbreak of Avian August 2022 meant that
we could not admit birds to our main site for a
quarantine period of 12 months. This covered
the main breeding season in 2023. We took the
decision to concentrate on the rehabilitation and
care of seabirds and operated out of a
temporary satellite site during the 2023
breeding season.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 All trustees are aware of the guidance issued
by the Charity Commission with respect to
public benefit.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 -
Policy on social investment
including program related
investment
Para 1.38 -
Contribution made by
volunteers
Para 1.38 We had around four volunteers working with us
at any one time who contributed greatly to the
operation of our facilities.
Other -

Page 1 of 7

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 The charity continued to provide care to
seabirds during 2023 at a time when most
sanctuaries were refusing to admit them due to
risks of Avian Flu. By applying strict biosecurity
protocols we were able to provide a valuable
care service to these birds the majority of which
are ‘red listed’ as being endangered.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set
Para 1.41 -
Performance of fundraising
activities against objectives
set
Para 1.41 -
Investment performance
against objectives
Para 1.41 -
Other -

Page 2 of 7

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The directors consider the surplus achieved on
ordinary activities to be satisfactory given the
current economic climate.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 There is uncertainty with regards to income
other than that derived from investments. The
reserves are maintained in order to meet the
working capital requirements of the charity.
Amount of reserves held Para 1.22 £1,405,432
Reasons for holding zero
reserves
Para 1.22 -
Details of fund materially in
deficit
Para 1.24 -
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 -

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 The charity’s principal sources of funds are
legacies and investment income.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 The charity maintains an ethical policy which
decrees that no investments are held in
petrochemical industries, or tobacco production,
and that the stockbrokers undertake a
reasonable, but not exhaustive, research into
the ethical background of potential investments.
A description of the principal
risks facing the charity
Para 1.46 The principal risks facing the charity are long
term changes in operating policies due to Avian
Flu and the biosecurity protocols that this has
required.
Other -

Page 3 of 7

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 The charity’s governing document is its
memorandum and articles of association dated
28 July 1976
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 The charity is a private company limited by
guarantee and consequently does not have a
share capital.
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 Recruitment of trustees is undertaken by the
board of trustees. They will recruit a person
who is willing to act as a trustee and has an
interest in the activities and ultimate success of
the charity.

Additional information (optional)

Additional information (optional) 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 Briefing from the Chair of the Trustee Council
including a review of previous Council meeting
minutes andpapers.
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 A Head of Operations is appointed by
the trustees to manage the day-to-day
operations of the charity.
Relationship with any
related parties
Para 1.51 None Formally
Other -

Reference and Administrative details

Charity name Mousehole Wild Bird Hospital and Sanctuary Association
Limited
Other name the charity uses -
Registered charity number 272145
Charity’s principal address Raginnis Hill
Mousehole
Penzance
TR19 6SR

Page 4 of 7

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)
JeremyWhitaker Chair Trustee Council
Margaret Cass Treasurer Trustee Council
Barbara Hanik Secretary Trustee Council
Christine Croal 1 January- 15 April Trustee Council
SallyCrabtree Trustee Council
Christine Trickey Trustee Council
Barbara Reid 1 January- 13 May Trustee Council
Wilma Robson Trustee Council
Jonathan Harvey
Steer
Trustee Council
Robert Houghton 10 June - 31
December
Trustee Council

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

Director name Jeremy Whitaker Margaret Cass

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Page 5 of 7

Funds held as custodian trustees on behalf of others

Description of the assets
held in this capacity
-
Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
-
Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets
-

Additional information (optional)

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
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

Page 6 of 7

Signed on behalf of the charity'strustees
Signature(s) C5.F v|A^x
Fullname(s) JeremyWhitaker Margaret Cass
Position(eg Secretary,
Chair, etc)
Chair Treasurer
Date 21October 2024 >-L-Lo-?-o}r+

CompanyNumber: 1274673
Regi*teredCharityNumher: 27?145
Chairoau; Mr"IWhitaker
Treasurer: MrsM.Cass
Directors: MrsMCass
MrJWhitaker
NlrJ Steer{retired)
Trustees:
MrsC Croallretired)
MsSCrabtree
MrsCTrickey
Mrs B Reid(resigned)
Mrs WRobson
MrHoughton
Secretary; I\itrsBHanik
RegisteredOffice: RaginnisHill
Mousehole
Cornu.all
TR]86SR
Accountants: Leddra Perry&Co.
Chartered Accountants
IVentuorTerrace
St. h"es
Comwall
T'R:6
'DY
Bankers: LloydsBank
MarketPlace
Eenzanqe
Cornwall
Solicitors: CVC
Penzance
Cnmwall
Page
Trusteesreport I
Examinersreport 4
Statementoffinar:sialactiv-itias 5
Balancesheet 6
Notes 9-14

Total Tolal
Note Unrest'd
Funds

Funds
f,'unds
fff

2023

2022
Income and endowmentsfrom: 2
DonationsandLegacies 42"ffi4 42,fi94 123.094
Investments J 33,8',74 11R74 32.9?4
Other income r5,328 15,328 2,697
Totalincornearld cndoryments 91.296 91,296
158"715
Expenditureon:
Charitablsacriyities 140.043 140,$43 278,592
4
Raising funds 8,162 I,162 6,292
Totalresources eryrcnded *Y'i1-il itl
Gainsand( Losses)oa revaluations
anddisposalsofinvestment
assets
(7.781){V,78)t161,207)
Net movementin funds (64,6e0) (s,690) (287,376)
Totalfundsbroughtforward t,419.127t.47$.t22 1,75'l,4gg
Total fundscaffiedfonrard L;495A3?1,,4A5A32tA78,L72
Continuingoperations
A1lincomeandexpenditure derivetrom continuingactivities.
BALANC .ESI{[.ETAT 31 D.ECEM BNR2023
Note 2fi23 2022
f. f, f, f,
Tangiblefixedassets
Tangibleasscts
6 2,19,981 ?it)?o
Inrrestments 7 1,130,274 1.r68,943
1,380.255 r"410.t73
Currentassets
Stocks I 5,039 5,039
Debtors 9 802 681
Cashat bank andinhand 38.642 @,633
44.483 7fI15i
Creditors
Amountsfaliiagduewithin
one)€ar 1n t0,242 9,166
Netcurrentassets 34,241 61,187
Totalassets lcsscurrent liabilities 1"414495 1.481.360
Amountsfallingdueover12months 10 9,064 I 1,238
Totalassetslesscurrent liabilities 1,405,432 1,470,122
Netss$€ts fI,405,432 tl;47{r,122
Capitalfunds
Unrestrictedfunds 1,405,432 1"470,122
Total charitvfunds il.4S5,432 f.I,470.122
: :

2. Income
Unrstrd Total T'otal
Ehnds Euild* Furds
20?3 zw3 2022
f *, *,
Donations andlegacies
Legacies
17,282 17.282 tA9.O22
Shopsales
Donations ?o711 20.733 t0,840
Gift Aid 4,079 4.479 ??1?
42,494 42,094 123,094
lnvestment income
Dividends
Interest
11?q7
5'77
577
33.297
1{1sl
't\71
33,874 11R74 )q)4
Otherincome
Membership subscriptions 1.366 1.366 2274
Incomefromfundraisingelrenls 13,+52 13,962 423
Suudry income
"J^
;--
,1* 2,697
- -*
-
3. Investrne+t income
2023* 2022
f,
Incomefromotherfixedassetifivesffirents 33,874 32,924
:

FORTHEYE$RENPE p3.1meEMR2CI33
4. E.xpenditureoncharit*hleaetivities
Directcests 2023 2t22
f f
Wages 66,228 137,715
Bird foodandmedicine 8,625 10,633
Goodlfr-rr -resa.te
Advertising 860 460
Staff pensioncontributions 675 535
Trainingandstaffwelfare 227 500
Uniforms 641 458
Managementcharges 8,162 6,292
Gulval costs 16,523
101,941 156,593
Supportcosts 2023
f,
2022f
Motorexpenses 2.607 1.689
Telephoneandbroadband
Printing,stationeryetc
148
?slt
1,343
1,33s
Web, domainsosts
Miscellaneousexpenses
6,CS8
644
it
Penaltyre pensions 400
Subscriptions 243 206
Cleaning materialsand deepclean 5,304 8,974
lnsurance 1,592 1,,185
Heatandlight )-77 3,550
Garden expenses 68 58
Repairs andrenewals 95,573
Rates andwater t.112 1,719
Hire of hall 300 285
Depreciation 5,843 ?7q5
Otherle*qal&professional l0,i73 5,344
Profiton disposal of,r,an ir.les)
&5gftr
Goveruancecost*
Independent Examinersfees 3,300 3,250
$y'ages 2.802 1.523
6,102 4,773
Total 148,193 284,884

20?-3 2422
f t
Gross Saiaries 63939 i3I,118
Social SecurityCosts 5,091 8,120
69.030 139,218

6. Tangiblefixedassets Land Plant Motor Motor
and tad Yehicle
Buildhgs Machinery Total
f, c f, f
Cost:
AtIJanuary 2023 424.368 37,696 2i,393 483,457
Additions 4,644 4,604
D,isposal
At3IDecember2023 424,368 42,30021J93 488,06t
Depreciation:
AtIJanuary2023 206,16124,44At,426 )) ))1
Disposal
Chargeforthe-year "ro 1.786
3.993
5.853
At3lDecemberZt23 2tJ6,435 26,226
5,419
238,080
Net hookvalue:
At3lDecember2O23 sz-1_?Sif {14fi! 15.974 s249p81
At3lDeffinibtr?8z2 ':_*g ':f fr9.967 3',i9

FqBTSrYDARIT {3lJpeE
29
7. fixedassetinvestment Listed Listed
20?3 7Q22
{. {.
MarketYalue i"168.943 1"494.121
PurchaseslDisposalsnet (31,75I) (r61,268)
Realised loss/gains on disposal (19,929) (2r,93s)
Unrealised gain/loss on revaluation I3.OII {i4i,981)
At3lDecembet2023 1.130,214 1,158,943
Nel BnokVa.lurs:
Asat3lDecember 2023 {1.130,274il.168,943
Asat 31 Decemtrer20?2 f.1,494,127ft,49+,t21
8. Storlrs
2023 2022
* f.
Stocks 5,039 5,039
::

9 Debtors and prepayments
Amountsfallingduewithinone year: 2023 2022
*. c
PrepaymentsandAccrued Income 802 681
802 681
:::-:]:]-]-:::.:
l0- Creditors
Amounts fallingdue r,r.ithin oneyear:-
2t23f 2022
f
Fordl'anlease 1 )17 1))1
Trade 537
OtherTaxes&PAYE 3,546 3.065
AccruedExpenses io1A 3,880
t$,242 9,166
Amounts fallingdue or,'erl2months
FordYaalcasingpapnenfs
9,064 11,239

CompanyNumber: 1274673
Regi*teredCharityNumher: 27?145
Chairoau; Mr"IWhitaker
Treasurer: MrsM.Cass
Directors: MrsMCass
MrJWhitaker
NlrJ Steer{retired)
Trustees:
MrsC Croallretired)
MsSCrabtree
MrsCTrickey
Mrs B Reid(resigned)
Mrs WRobson
MrHoughton
Secretary; I\itrsBHanik
RegisteredOffice: RaginnisHill
Mousehole
Cornu.all
TR]86SR
Accountants: Leddra Perry&Co.
Chartered Accountants
IVentuorTerrace
St. h"es
Comwall
T'R:6
'DY
Bankers: LloydsBank
MarketPlace
Eenzanqe
Cornwall
Solicitors: CVC
Penzance
Cnmwall
Page
Trusteesreport I
Examinersreport 4
Statementoffinar:sialactiv-itias 5
Balancesheet 6
Notes 9-14

Total Tolal
Note Unrest'd
Funds

Funds
f,'unds
fff

2023

2022
Income and endowmentsfrom: 2
DonationsandLegacies 42"ffi4 42,fi94 123.094
Investments J 33,8',74 11R74 32.9?4
Other income r5,328 15,328 2,697
Totalincornearld cndoryments 91.296 91,296
158"715
Expenditureon:
Charitablsacriyities 140.043 140,$43 278,592
4
Raising funds 8,162 I,162 6,292
Totalresources eryrcnded *Y'i1-il itl
Gainsand( Losses)oa revaluations
anddisposalsofinvestment
assets
(7.781){V,78)t161,207)
Net movementin funds (64,6e0) (s,690) (287,376)
Totalfundsbroughtforward t,419.127t.47$.t22 1,75'l,4gg
Total fundscaffiedfonrard L;495A3?1,,4A5A32tA78,L72
Continuingoperations
A1lincomeandexpenditure derivetrom continuingactivities.
BALANC .ESI{[.ETAT 31 D.ECEM BNR2023
Note 2fi23 2022
f. f, f, f,
Tangiblefixedassets
Tangibleasscts
6 2,19,981 ?it)?o
Inrrestments 7 1,130,274 1.r68,943
1,380.255 r"410.t73
Currentassets
Stocks I 5,039 5,039
Debtors 9 802 681
Cashat bank andinhand 38.642 @,633
44.483 7fI15i
Creditors
Amountsfaliiagduewithin
one)€ar 1n t0,242 9,166
Netcurrentassets 34,241 61,187
Totalassets lcsscurrent liabilities 1"414495 1.481.360
Amountsfallingdueover12months 10 9,064 I 1,238
Totalassetslesscurrent liabilities 1,405,432 1,470,122
Netss$€ts fI,405,432 tl;47{r,122
Capitalfunds
Unrestrictedfunds 1,405,432 1"470,122
Total charitvfunds il.4S5,432 f.I,470.122
: :

2. Income
Unrstrd Total T'otal
Ehnds Euild* Furds
20?3 zw3 2022
f *, *,
Donations andlegacies
Legacies
17,282 17.282 tA9.O22
Shopsales
Donations ?o711 20.733 t0,840
Gift Aid 4,079 4.479 ??1?
42,494 42,094 123,094
lnvestment income
Dividends
Interest
11?q7
5'77
577
33.297
1{1sl
't\71
33,874 11R74 )q)4
Otherincome
Membership subscriptions 1.366 1.366 2274
Incomefromfundraisingelrenls 13,+52 13,962 423
Suudry income
"J^
;--
,1* 2,697
- -*
-
3. Investrne+t income
2023* 2022
f,
Incomefromotherfixedassetifivesffirents 33,874 32,924
:

FORTHEYE$RENPE p3.1meEMR2CI33
4. E.xpenditureoncharit*hleaetivities
Directcests 2023 2t22
f f
Wages 66,228 137,715
Bird foodandmedicine 8,625 10,633
Goodlfr-rr -resa.te
Advertising 860 460
Staff pensioncontributions 675 535
Trainingandstaffwelfare 227 500
Uniforms 641 458
Managementcharges 8,162 6,292
Gulval costs 16,523
101,941 156,593
Supportcosts 2023
f,
2022f
Motorexpenses 2.607 1.689
Telephoneandbroadband
Printing,stationeryetc
148
?slt
1,343
1,33s
Web, domainsosts
Miscellaneousexpenses
6,CS8
644
it
Penaltyre pensions 400
Subscriptions 243 206
Cleaning materialsand deepclean 5,304 8,974
lnsurance 1,592 1,,185
Heatandlight )-77 3,550
Garden expenses 68 58
Repairs andrenewals 95,573
Rates andwater t.112 1,719
Hire of hall 300 285
Depreciation 5,843 ?7q5
Otherle*qal&professional l0,i73 5,344
Profiton disposal of,r,an ir.les)
&5gftr
Goveruancecost*
Independent Examinersfees 3,300 3,250
$y'ages 2.802 1.523
6,102 4,773
Total 148,193 284,884

20?-3 2422
f t
Gross Saiaries 63939 i3I,118
Social SecurityCosts 5,091 8,120
69.030 139,218

6. Tangiblefixedassets Land Plant Motor Motor
and tad Yehicle
Buildhgs Machinery Total
f, c f, f
Cost:
AtIJanuary 2023 424.368 37,696 2i,393 483,457
Additions 4,644 4,604
D,isposal
At3IDecember2023 424,368 42,30021J93 488,06t
Depreciation:
AtIJanuary2023 206,16124,44At,426 )) ))1
Disposal
Chargeforthe-year "ro 1.786
3.993
5.853
At3lDecemberZt23 2tJ6,435 26,226
5,419
238,080
Net hookvalue:
At3lDecember2O23 sz-1_?Sif {14fi! 15.974 s249p81
At3lDeffinibtr?8z2 ':_*g ':f fr9.967 3',i9

FqBTSrYDARIT {3lJpeE
29
7. fixedassetinvestment Listed Listed
20?3 7Q22
{. {.
MarketYalue i"168.943 1"494.121
PurchaseslDisposalsnet (31,75I) (r61,268)
Realised loss/gains on disposal (19,929) (2r,93s)
Unrealised gain/loss on revaluation I3.OII {i4i,981)
At3lDecembet2023 1.130,214 1,158,943
Nel BnokVa.lurs:
Asat3lDecember 2023 {1.130,274il.168,943
Asat 31 Decemtrer20?2 f.1,494,127ft,49+,t21
8. Storlrs
2023 2022
* f.
Stocks 5,039 5,039
::

9 Debtors and prepayments
Amountsfallingduewithinone year: 2023 2022
*. c
PrepaymentsandAccrued Income 802 681
802 681
:::-:]:]-]-:::.:
l0- Creditors
Amounts fallingdue r,r.ithin oneyear:-
2t23f 2022
f
Fordl'anlease 1 )17 1))1
Trade 537
OtherTaxes&PAYE 3,546 3.065
AccruedExpenses io1A 3,880
t$,242 9,166
Amounts fallingdue or,'erl2months
FordYaalcasingpapnenfs
9,064 11,239