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:-:
-
1) Will undertake work through the ‘Fostering Compassion’ project and other methods to encourage children to see animals as sentient beings and raise awareness , through educational and informative events , of the eight main species of bear and the threats and abuses they face
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2) Will undertake work that will be instrumental in the fight to end the cruelty to, abuse of and exploitation of wild and captive bears
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3) Will research bear related projects and campaigns throughout the world to ensure they are suitable recipients or candidates for funds from the association
-
4) Will assist with and contribute to projects worldwide undertaking work with similar aims and objectives.
-
.
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
- Opening balances have been re stated as closing balances did not include pay pal balance
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