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

2024-12-31-accounts

APPENDIX 1

OSC r Office of the Scottish Charity Regulator

Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period Trustees’ Annual Report for the period
Period start date Period end date
Day Month Year Day Month Year
From 01 01 2024 31 12 2024

Reference and administration details

Charity name The Winton Foundation for the Welfare of Bears S.C.I.O Other names charity is known by Registered charity number SC042614 Charity’s principal address

Names of the charity trustees on date of approval of Trustees’ Annual Report

Name of person Dates acted if Trustee name Office (if any) (or body) entitled to not for whole year appoint trustee (if any) 1 2 3 4 5 6 7 8 1 APPENDIX

Reference and administration details

Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)

Name Dates acted if not for whole year

Structure, governance and management

Type of governing document

The Winton Foundation for the Welfare of Bears was launched as a voluntary association on the 10[th] of October 2010. It became a Scottish Charitable Incorporated Organisation (SCIO) on the 27[th] of September 2011 and is governed by a constitution. The Trustees are the only members and they make up the Board.

Trustee recruitment and appointment

Charity Trusteeship is open to; any person aged 16 or over; and/or any individual who has been nominated for membership by an unincorporated organisation; and/or any corporate body who subscribes to the purposes of the organisation and wishes to see them fulfilled.

Applications must be in writing and will be considered at the subsequent board meetings. All Trustees step down at the annual AGM but are eligible to be re-elected.

Objectives and activities

Charitable purposes

The organisation’s objective is to advance animal welfare. The organisation:-:

2

Achievements and performance

We continued supporting individuals and organisations rescuing and protecting bears globally throughout 2024 and are now supporting over 40 organisations in 19 countries. We were lucky to again be chosen as the nominated charity of the Scottish Bear Fair organisers, attending their fair in November. This allowed us to raise just under £300 and spread the word of the work of the Charity. They have also nominated us again for 2025

The Advancing Bear Care Conference took place again, this time in person, in California USA in May. It was the 10[th] conference and we were delighted to once again sponsor them which is a great way to raise awareness for the Winton Bear Foundation and reach an international audience.

We were incredibly fortunate to receive a significant legacy in 2024 which gave our funds a much needed boost and enabled us to support new projects for existing beneficiaries. This included helping fund a year’s supply of medicine for Ganuk the Polar Bear living in the Cochrane Polar Bear Habitat in Canada, to treat his complicated allergies. The dermatologist developed a special serum for him which cost $500 per so we funded it for 1 year.

The legacy also allowed us to support a new beneficiary - the Wildheart Animal Sanctuary, based on the Isle of Wight. They are currently working hard to rescue two European Brown Bears, Balu and Benji, who have only ever known a life of misery, living off scraps on the side of a restaurant in Azerbaijan. We donated £800 to cover the cost of two floating cylinders for water based enrichment and a set of heavy duty weighing scales critical for regularly monitoring the bears weights, so their condition can be assessed throughout the season leading into torpor.

We were also able to support a second new beneficiary - the Arosa Bear Sanctuary in Switzerland. Arosa welcomes bears that have been rescued from very bad conditions by working with UK animal welfare organization FOUR PAWS. We were delighted to donate £1800 to fund environmental enrichment for their current bears for a full year. We were then able to donate £1000 to the Libearty Bear Sanctuary in Zarnesti, Romania - the biggest Brown Bear Sanctuary in the world. It is home to over 130 bears rescued from miserable living conditions and abuse in captivity. Our funding will be used for the repair of their trap cage, needed whenever it comes to rescuing injured bears from the wild, mothers with cubs and animals in danger of being shot. It will also help fund reparation of the quarantine area where all bears stay on arrival as the shelters need to be improved for welcoming new bears in the future. Any leftover funds will be used to buy toys for the baby bears’ new swimming pool.

One of our most special donations of the year was to fund a new zip wire for Boki the rescued brown bear currently living at Wildwood Trust in Kent. Boki recently developed a rare condition that meant he had to have extremely complex brain surgery to save his life. It is thought that he is only one of two bears in the world who have undergone this surgery. He has done really well and to help with his recovery and after discussions with his keepers, the Winton Bear Foundation have paid for a brand new zip wire which will provide hours of entertainment and enrichment. Thanks to the legacy we have been able to support many more projects during 2024

Whenever potential new beneficiaries are brought to our attention, we exercise due diligence and research them thoroughly to ensure they are suitable recipients of funding from the Winton Bear Foundation and meet our ethos and values. We take time to build a relationship with new beneficiaries to ensure we can support them in the best way possible. We continue to support organisations working to rescue and protect bears in the following countries Cambodia, Canada, China, Ecuador, India, Indonesia, Japan, Laos, Malaysia, Mongolia, Myanmar, Pakistan, Peru, Romania, Russia, Ukraine, United Kingdom, United States and Vietnam.

Throughout 2024 we were able to continue our ‘Bears Matter Month’ annual event through our Social Media platform and also celebrated our 14[th] birthday. In addition to this, we have continued our educational work via our Facebook page and newsletter ‘Bears Matter’ which is produced each year.

Chairperson 15[th] February 2025

APPENDIX 1

Financial review

Financial review
Brief statement of the charity’s
policy on reserves
Details of any deficit
Donated facilities and services (if
any)
The charity always ensures there is always a minimum of £500 in the
bank account. This ensures we have sufficient to cover our annual
financial commitments and running costs as well as any unexpected
costs.
We made an income this year of £27,066 compared to £1,807 last
year. Our expenditure this year increased from £2,228 in the previous
financial year to £5,658 this year due to an increase in donations to our
bear projects. We had a surplus of £21,408 compared to a deficit of
£421 in the previous year due to the generous legacy we received.
None

Future Plans

Moving forward and looking towards 2025 we are very excited about celebrating our 15[th] birthday and have many plans in the pipeline to mark this significant milestone. We will continue to work with our partners around the world to help rescue bears from abuse and exploitation. We are also implementing a new Grant Application process for small and large grants and to enable us to distribute the legacy funding most effectively.

We will continue to bring news of the work of the Winton Foundation for the Welfare of Bears to our supporters via our Bears Matter newsletter and our Facebook page.

We would like to take this opportunity to thank all our supporters for their loyalty through ongoing challenging times with increasing financial difficulties for many and we look forward to continuing to work together in the years to come, to help bears around the world and protect them from suffering.

Declaration

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees on 15[th] February 2025

Chairperson

6 5

Enter SC No. below

The Winton Foundation for the Welfare of Bears S.C.I.O

APPENDIX 2

SC042614

Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts Receipts andpayments accounts
Period start date Period end date Period end date
For the period
from
01
Day
01
Month
2024
Year
to Day
31
Month
12
Year
2024
Section A Statement of receipts and payments
Unrestricted
funds
Restricted
funds
Expendable
endowment
funds
Permanent
endowment
funds
Permanent
endowment
Total funds
current period
Total funds last
period
Total funds last
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
Donations 1,060 1 1 1,060 1,352
Legacies 24,500 24 24 24,500
Grants - - -
Receipts from fundraisingactivities 454 454 454 454 455 455
Gross tradingreceipts - - -
Income from investments other than
land and buildings - - -
Rents from land & buildings - - -
Gross receipts from other charitable
activities - - -
Gift Aid 1,052 1 1 1,052
A1 Sub total A1 Sub total 27,066 - - - - - - - - - - 27 27 27,066 1,807
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets
-
Proceeds from sale of investments
-
A2 Sub total -
-
-
-
-
-
Total receipts 27,066
-
-
-
27,066
1,807
~~———————~~
A3 Payments
Expenses for fundraising activities - - -
Gross trading payments - - -
Investment management costs - - -
Payments relating directly to charitable
activities 5,383 5 5 5,383 2,153
Grants and donations
- - -
Governance costs:
- - -
Audit / independent examination 75 75 75 75 75 75
Preparation of annual accounts 200 200 200 200
Legal costs - - -
Other Other
- - -
- - -
**A3 Sub total ** 5,658 - - - - - - - - - - 5 5 5,658 2,228
A4 Payments relating to asset and
investment movements
Purchases of fixed assets
Purchase of investments
A4 Sub total -
-
-
Total payments 5,658
-
-
~~——————~~
-
-
-
-
-
-
-
-
-
-
-
5
-
-
-
5
-
-
-
5,658
-
2,228
Net receipts / (payments)
21,408
-
-
-
21,408
421)
(
A5 Transfers to / (from) funds
-
Surplus / (deficit) for year
21,408
-
-
-
21,408
421)
(
~~==sS5=~~

APPENDIX 2

SC042614

-

Section B Statement of balances

Section B Statement of balances of balances
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Contingent liabilities
B4 Liabilities
B3 Other assets
B2 Investments
B1 Cash funds
Cash and bank balances at end of year
(Agree balances with receipts and payments
account(s))
Details
Details
Cash and bank balances at start of year
Surplus / (deficit) shown on receipts and
payments account
Paypal balance
Unrestricted
funds
to nearest £
6,458
21,408
230
28,096
-
Restricted funds
to nearest £
-

-
Details
Details
Independent Examiner
Details

Signature

OSCR Annual Accounts 2024 (2) / Statement of balances

2

December 2007

APPENDIX 2

SC042614

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

C3a Trustee remuneration
C4a Trustee expenses
C5 Transactions with
trustees and connected
persons
C4b Trustee expenses -
details
C3b Trustee remuneration -
details
C2 Grants
Type of activity or project supported Type of activity or project supported Individual /
institution
Individual /
institution
Number of grants
made

£
Total -
If no remuneration was paid during the period to any charity trustee or person connected to
a trustee cross this box (otherwise complete section 3b)
X
Authority under which paid £
If no expenses were paid to any charity trustee during the period then cross this box
(otherwise complete section 4b)
X
Number of
trustees
£
Nature of relationship Nature of transaction Transaction
amount (£)
Balance
outstanding at
period end (£)

C6 Other information

OSCR Annual Accounts 2024 (2) / Notes

3

December 2007

APPENDIX 2

SC042614

-

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations 1 Donations
Individual donations
Charity Payments
Total
Total
3 Gross receipts from other charitable activities
2 Grants
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
1,060 1,060 1,248
- 104
-
-
1,060 - - - 1,060 1,352
-
Unrestricted
funds
to nearest £
-
Restricted funds
to nearest £
- - -
Total current
period
to nearest £
-
-
-
-
-
Total last period
to nearest £
-
-
-
-
- - - -
-
Unrestricted
funds
to nearest £
-
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
-
Total current
period
to nearest £
-
Total last period
to nearest £
-
-
-
-
-
-
-
-
Total - - - - - -
- - - - - -

4 Payments relating directly to charitable activities

Support for Bear Projects
Insurance /fees
Zoo vist
Website
Total
Unrestricted
funds
to nearest £
5,112
21
250
Unrestricted
funds
to nearest £
5,112
21
250
Restricted funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
5,112
21
250
-
-
-
-
Total current
period
to nearest £
5,112
21
250
-
-
-
-
Total last period
to nearest £
5,112 5,112 1,777
21 21 279
250 250
- 29
-
-
-
5,383 - - - 5,383 2,085
- - - - - reference error

OSCR Annual Accounts 2024 (2)Additional notes (1)

December 2007

APPENDIX 2

SC042614

Additional analysis (2)

5 Breakdown of unrestricted funds

Receipts
Donations
Legacies
Grants
Receipts from fundraisingactivities
Gross tradingreceipts
buildings
Rents from land & buildings
Gross receipts from other charitable activities
Sub total
Receipts from asset & investment sales
Receipts
Donations
Legacies
Grants
Receipts from fundraisingactivities
Gross tradingreceipts
buildings
Rents from land & buildings
Gross receipts from other charitable activities
Sub total
Receipts from asset & investment sales
Unrestricted
fund 1 - enter
name of fund
below
Unrestricted
fund 1 - enter
name of fund
below
Unrestricted
fund 2 - enter
name of fund
below
Unrestricted
fund 2 - enter
name of fund
below
Unrestricted
fund 3 - enter
name of fund
below
Unrestricted
fund 3 - enter
name of fund
below
Unrestricted
fund 4 - enter
name of fund
below
Unrestricted
fund 4 - enter
name of fund
below
Total
unrestricted
funds
Total
unrestricted
funds
Total
unrestricted
funds last
period
-
-
-
-
-
-
-
-
- - - - - -
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total
Total receipts
Payments
- - - - - -
- - - - - -
cross ref error
Expenses for fundraisingactivities -
Gross tradingpayments -
Investment management costs -
Payments relatingdirectlyto charitable activities -
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total
Payments relating to asset and investment
movements
Purchases of fixed assets
Purchase of investments
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year
- - - - - -
cross ref error
-
-
-
-
- - - - - -
-
- - - - - -
cross ref error
- - - - - -
-
- - - - - -
cross ref error

Nature and purpose of funds

OSCR Annual Accounts 2024 (2)Additional notes (2)

December 2007

APPENDIX 2

SC042614

Additional analysis (3)

6 Breakdown of restricted funds

Receipts
Donations
Legacies
Grants
Receipts from fundraisingactivities
Gross tradingreceipts
Income from investments other than land and
buildings
Rents from land & buildings
Gross receipts from other charitable activities
Sub total
Receipts from asset & investment sales
Receipts
Donations
Legacies
Grants
Receipts from fundraisingactivities
Gross tradingreceipts
Income from investments other than land and
buildings
Rents from land & buildings
Gross receipts from other charitable activities
Sub total
Receipts from asset & investment sales
Restricted fund
1 - enter name of
fund below
Restricted fund
1 - enter name of
fund below
Restricted fund
2 - enter name of
fund below
Restricted fund
2 - enter name of
fund below
Restricted fund
3 - enter name of
fund below
Restricted fund
3 - enter name of
fund below
Restricted fund
4 - enter name of
fund below
Restricted fund
4 - enter name of
fund below
Total restricted
funds
-
-
-
-
-
-
-
-
Total restricted
funds
-
-
-
-
-
-
-
-
Total restricted
funds last
period
-
-
-
-
-
-
-
-
-
- - - - -
-
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total
Total receipts
Payments
-
- - - - -
-
- - - - -
-
Expenses for fundraising activities -
Gross trading payments -
Investment management costs -
Payments relating directly to charitable activities -
Grants and donations -
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total
Payments relating to asset and investment
movements
- - - - - -
-
Purchases of fixed assets -
Purchase of investments -
Sub total
Total payments
Net receipts / (payments)
Transfers to / (from) funds
Surplus / (deficit) for year
- - - - - -
-
- - - - - -
-
- - - - - -
-
- - - - - -
-
Nature andpurpose of funds

OSCR Annual Accounts 2024 (2)Additional notes (3)

December 2007