2022-03-31-accounts - Yorkshire And Humber Ecological Data Trust

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YORKSHIRE AND THE HUMBER ECOLOGICAL DATA TRUST

ACCOUNTS

FOR THE YEAR ENDED 31 MARCH 2022

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF THE

YORKSHIRE & HUMBER ECOLOGICAL DATA TRUST

I report on the accounts of the Trust for the year ended 31 March 2022, which are annexed.

Respective responsibilities of the trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Act), and that an independent examination is needed.

It is my responsibility to:

Examine the Trust's accounts under section 145 of the 2011 Act,
To follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) of the Act), and
To state whether particular matters have come to my attention.

Basis of independent examiners’ report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence required in an audit, and consequently we do not present an audit opinion on the view given in the accounts.

Independent examiners’ statement

I am qualified to undertake the examination by being a qualified member of the Association of Chartered Certified Accountants.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or

the accounts did not accord with the accounting records: or

• the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and I have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Stephen Morrell

Jones & Co. Chartered Certified Accountants

Wellington House Aviator Court Clifton Moor York YO30 4UZ

Trustees' Annual Report for the period Period start date Period end date 01 04 2021 31 03 2022

From To

Section A Reference and administration details

Charity name Yorkshire and Humber Ecological Data Trust North and East Yorkshire Ecological Data Centre Other names charity is known by (Primary Operating Function) Registered charity number (if any) 1075999 Charity's principal address Unit 7, Hassacarr Close

Dunnington York Postcode YO19 5SN

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Tony Kelham Chairman 01/04/2021 – 31/12/2022 Trustees
2 Jeff Lunn Chairman 01/01/2022 – 31/03/2022 Trustees
3 Andrew Barker Trustees
4 Philip Butler Trustees
5 Helen Wright Trustees
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

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Type of adviser Name Address
Accountant Chris Howson Morrell Middleton, Wellington House, Aviator Court, Clifton
Moor, York, YO30 4UZ
Solicitor Richard Watson Crombie Wilkinson, 17-19 Clifford St, York YO1 9RJ
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Name of chief executive or names of senior staff members (Optional information)

Simon John Pickles

Section B Structure, governance and management

Description of the charity’s trusts

Trust Deed made 1[st] August 1998 and amended 18[rd] January 2006. Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted

(eg. trust, association, company)

Trustees are appointed by the existing 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;

Major organisational risks are a standing item at each Trustees’ meeting. All risks brought to the meetings are discussed, assessed and entered into the Trust’s Risk Register. Where appropriate for acute risks, mitigating measures are actioned and minuted for review at the subsequent Trustees’ meeting. Once each year, at a designated Trustees’ meeting, the Risk Register is reviewed in its entirety and all risks re-assessed in the light of the prevailing operational environment. Systemic or chronic risks are targeted for reduction, control or elimination through the strategic planning process.

relationship with any related parties;
trustees’ consideration of major risks and the system

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and procedures to manage them.

Section C Objectives and activities

To advance the education of the public by producing a database of ecological information in North and East Yorkshire.

To facilitate the study and research of ecological matters by the supply of such information.

AND in furtherance of the same

Summary of the objects of the charity set out in its governing document

To raise funds of a capital nature from local authorities, government bodies, companies, partnerships, sole traders and individuals to enable the Trust to achieve its aims, namely:

To gather, collect and assemble data of an ecological, biological, geographical or geological nature and record the same in records, archives on computers or otherwise and to employ persons to affect this purpose;
To make such records, archives and, computerised records available to interested parties by way of examination, copy or print out with or without charge.

	archives on computers or otherwise and to employ persons to affect this purpose;  To make such records, archives and, computerised records available to interested parties by way of examination, copy or print out with or without charge.
	The Trustees of the Yorkshire and Humber Ecological Data Trust
	(YHEDT) direct the work of the Trust and its operating functions through
	the Trust’s Strategic Plan, which is reviewed and revised in line with a
	five-year rolling programme of meetings and reports. In developing and
	enacting the plan and in any related decision-making activities, the
Summary of the main activities undertaken for the	Trustees give due regard to the guidance on public interest issued by the Charity Commission.
public benefit in relation to these objects (include within	https://www.gov.uk/government/collections/charitable-purposes-and- public-benefit
this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public	The primary activities of the Trust are achieved through its operating function, the North and East Yorkshire Ecological Data Centre (NEYEDC). NEYEDC is a Local Environmental Records Centre (LERC) covering North Yorkshire, East Riding of Yorkshire, the cities of York and Hull, and the North York Moors and Yorkshire Dales National Parks.
benefit)	The Centre has a mission, “to improve decision making in conservation,
	environmental management and sustainable development through the
	collection, collation, management, analysis and dissemination of
	ecological and related data”.
	NEYEDC is an accredited LERC under the Defra approved Association
	of Local Environmental Records Centres (ALERC) accreditation scheme

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and is a constituent member of the National Biodiversity Network. The Centre provides data to all parties with a stakeholder interest in the environment including, but not limited to, statutory bodies, local authorities, NGOs, commercial organisations, the general public and organisations and individuals within educational and academic organisations. Data is disseminated with due regard to the interests of data donors with respect to intellectual property and the requirements of the Data Protection Act 2018. NEYEDC is registered with the Information Commissioner’s Office (ICO).

In addition to this, the Trust, through operating functions where appropriate, promotes, instigates and undertakes a range of time constrained projects that address the following issues and activities that have bearing on its charitable functions:

Facilitate surveys which fill gaps in the existing ecological evidence base for North and East Yorkshire through commercial surveys, the work of voluntary experts and Citizen Science activities;
Develop, promote and popularise new and novel ecological data capture techniques through partnership working with statutory bodies, academic institutions, commercial organisations and the amateur naturalist community;
Collaborate on, pilot and promote new methods for the analysis of environmental data through partnership working with statutory bodies, commercial organisations and academic bodies;
Develop new and improved techniques and protocols for environmental data management and dissemination in partnership with other LERCs through the Association of Local Environmenal Records Centres (ALERC);
Deliver training and knowledge transfer activities related to any of the issues listed above and;
Undertake outreach activities to inform and empower the general public to participate in environmental decision making through an understanding of how ecological data can help to underpin good decisions to the benefit of the environment, people and the economy.

The Trust raises funds to support the activities listed above through commercial undertakings and from charitable and grant giving organisations.

Additional details of objectives and activities (Optional information)

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The Trust is not currently a grant giving organisation, though may, from time-to-time, contribute to field work or other activities that help to establish the need for a grant funded project.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

The Trust has a policy to review any surplus funds that are not necessary for the operation of the Trust or its operating functions once a year and record decisions relating to any appropriate investment made at that time. The Trust does not currently have sufficient surplus funds to make such investments.

The Trust is small and operates in a dynamic working environment. It values its volunteers and usually recruits volunteers for prolonged periods of time (longer than 1 year at between 0.6 and 1 full time equivalent). These opportunities are often framed in the context of an internship, which may result in a subsequent paid contract. The Trust rarely benefits from more than one direct volunteer at any one time as this allows core staff the necessary time to invest in supporting the volunteer and developing their knowledge and skills. The Trust does however benefit from volunteers who operate within partner organisations that generate significant amounts of environmental and ecological data.

Section D Achievements and performance

Summary of the main achievements of the charity during the year

2021 – 2022 was once again dominated by the global COVID 19 pandemic. Having successfully pivoted to exploit alternative funding streams and opportunities during the previous financial year, it was necessary to return to core activities as COVID 19 measures eased. In particular, the much-awaited Environment Act gained royal assent in 2021 and preparing to support the work of clients and partner organisations in responding to the Act became a key focus of NEYEDC activity. This will require an expansion in the current role of the Centre and creates opportunities to develop new products and services as well as undertake research and development activity.

During the COVID 19 pandemic, NEYEDC benefitted from some of the work on organisational resilience undertaken as part of the National Lottery Heritage Fund Sustainable Heritage project NatureHack, which allowed the Centre to react more quickly than would previously have been possible.

The YHEDT strategic plan 2020 – 2025 can be summarised by the following strategic aims:

Alter and expand the role and scope of NEYEDC, co-ordinate this with the Local Environmental Records Centre (LERC) community through the Association of Local Environmental Records Centres (ALERC);
Develop an assertive communications strategy to support the expansion of NEYEDC;
Embed the ideas of ‘spring forward’ and ‘fall back’ resilience, link to further diversified funding streams and key target funders;
Develop and expand the human resource available to the Centre.

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Section D Achievements and performance

Core Local Environmental Record Centre Activity The core function of NEYEDC is to support decision-making in conservation, land management and sustainable development through the provision of rigorous biodiversity evidence. This work is funded by a handling charge levied on commercial organisations for undertaking data searches on their behalf. Such work is undertaken on an at-cost basis, so there is no surplus to fund other activities. The Centre continues to service requests for data from the general public, education, academia and the volunteer naturalist community free of charge, in pursuit of its charitable functions. NEYEDC handled 853 data searches during the 2021-2022 financial year; a 21% increase on the previous year’s total (2020-2021), which itself was 15% higher than 2019-2020. This demonstrates that despite COVID 19 the demand for biodiversity data is increasing. This continues to reverse the recognised regional and national trends that had seen the demand for data searches fall significantly between 2015 and 2019. Of the 853 searches completed in 2021-2022, 70 were undertaken free of charge. Only 5 of these were carried out to support scholarship, indicating that enquiries from academic institutions has not recovered to pre-COVID 19 levels. The majority of the rest were linked to Data Exchange Agreements in relation to tree planting initiatives. NEYEDC Data Management Systems In 2021-2022 work continued on the adoption of the ORCA data management system, developed by the Welsh network of LERCs using funding from the Welsh Government, which was reported last year. This tranche of work enabled clients to order standard data requests online through a secure bespoke website. This administrative improvement delivered a significant time saving, releasing NEYEDC staff to undertake other work. Partnership Working Between NEYEDC and Local Authorities NEYEDC now has formal Memoranda of Agreements (MoA) with 10 of the 11 local authorities in North and East Yorkshire. These MoAs provide the framework for grant funding, which supports the core accredited work of the Centre, as well as facilitating other work of a survey, research or development nature. Significant work was done by the Centre to facilitate Local Wildlife Site (LWS) re-surveys in both Richmondshire and Selby Districts. Partnership Working Between NEYEDC and Statutory Bodies The Centre continues to enjoy support from the Environment Agency, with the continuation of the four-year national funding agreement and further collaborative working. The Centre continues to work on the review of the National Ancient Woodland Inventory (AWI) and is considering an invitation to carry out phases 3-5 of the review for North and East Yorkshire, which will include accessing historical records and completing field surveys. NEYEDC has continued to provide data to Natural England including Great Crested Newt Data to support District Level Licencing in North and

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Section D Achievements and performance

East Yorkshire and wading bird data to support habitat suitability modelling around the Humber Estuary and surrounding areas. Partnership Working Between NEYEDC and other Local / Regional Groups NEYEDC continues to develop partnership working with local, regional and national groups and organisations that share synergistic aims. NEYEDC recently partnered with the Woodland Trust, setting up a Data Exchange Agreement to support their northern outreach and tree officers in completing woodland planting and grant scheme applications. A similar data exchange agreement has been developed with the Dales Rivers Trust and with Nidderdale Area of Outstanding Natural Beauty to support their respective work programmes. In a departure from normal activities, the Trust supported, both financially and in kind, the Art and Ecology Lab initiative in Doncaster and played a significant role in the development and staging of the Artbomb 2022 festival “Alternative Ecologies” in partnership with Doncaster Creates. YHEDT Supported Survey Work

NEYEDC manages and facilitates the Local Wildlife Site survey programmes in North and East Yorkshire and in the City of York, though active survey activity was limited to Richmondshire and Selby Districts of North Yorkshire and East Yorkshire during the 2021 field season.

In addition, NEYEDC undertook Unmanned Aerial Vehicle (UAV) surveys on behalf of partners across the region as part of the ongoing monitoring of developing nature reserves at High Batts, Nosterfield, Thornborough Henges as well as sites managed by the Woodmeadow Trust, furthering the collaborative network of organisations developed through the NatureHack project.

NEYEDC also undertook repeat UAV surveillance at the Sheffield and Rotherham Wildlife Trust site at Blackamoor NNR. YHEDT Supported Research and Development

NEYEDC staff devised a research question and supported a York University MSc intern to undertake a research project that combined the use of remote sensing using a UAV and field sampling and subsequent laboratory analysis to create water quality maps of bodies of fresh water at Nosterfield Nature Reserve. The resulting dissertation was awarded a distinction grade and it is expected to lead to publications in the academic literature.

NEYEDC entered into a joint venture with the consultancy eCountability and other LERCs across the country to develop novel collection and management workflows for data captured using the new UK Habitat classification typology. This is the required typology for use with the soon to become mandatory Biodiversity Net Gain valuation tool, developed by Defra.

NEYEDC is a partner in the NERC funded DECIDE project, which is developing novel approaches to species occupancy modelling and to adaptive sampling. The resultant tool focuses survey effort on sites were data will have the greatest impact on improving the existing models. With other partners including the Centre for Ecology and Hydrology,

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Section D Achievements and performance

Stockholm Environment Institute at York University, Warwick University, the Open University and Butterfly Conservation.

NEYEDC Training, Knowledge Transfer and Outreach

The Trust continues to act in support of the volunteer and amateur ecological data community by providing the Yorkshire Naturalists’ Union (YNU) with registered office facilities, library space and material resources. NEYEDC continues to fulfil the role of YNU Membership and Publication Secretary and associated administration functions. This strengthens the relationship between the two charities and it is anticipated that this agreement will continue into the future.

NEYEDC continued to support the YNU with a series of talks and events using the Zoom platform, which included delivering a presentation on the changing technologies used in biological recording.

NEYEDC took part in the Caring for God’s Acre “Churches Count” initiative through biological recording events at St John’s Church, Sharrow.

Section E Financial review

YHEDT has a policy to maintain a reserve fund which is sufficient to meet Brief statement of the all statutory liabilities in the event that the Trustees are of the opinion that charity’s policy on reserves the charity is no longer sustainable nor able to deliver its charitable functions and should be wound down. In addition, the Trust maintains a ring-fenced sum which is sufficient to recapitalise IT infrastructure in the event of a catastrophic technical failure, including replacing the servers on which NEYEDC store and manage the ecological datasets that constitute the Trust’s main asset. Details of any funds materially The Charity Currently has no funds in deficit. in deficit

Further financial review details (Optional information)

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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.

YHEDT is funded in approximately equal thirds through donations from partner organisations, principally local authorities, grants from various sources and through commercial work linked to the activities of the Trust’s primary operating function, the North and East Yorkshire Ecological Data Centre.

The majority of YHEDT expenditure is to cover staff salaries and office facilities. The Trust has a low level of capital assets and owns no property nor investments. The funding allows NEYEDC to fulfil all the functions of an accredited Local Environmental Records Centre. All other funds are capitated to specific time-limited projects in pursuit of the Trust’s charitable functions.

The Trust has no investments at the current time.

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Section F Other optional information

Other YHEDT Operating Functions: The Humber Environmental Data Centre (HEDC), the Trust’s second operating function, has suspended activity pending the emergence of policies and initiatives from local strategic partnerships, principally the Economic, Nature and Health and Wellbeing partnerships, which are likely to provide the chief focus for work in this area going forward.

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) Jeff Lunn Position (eg Secretary, Chair Chair, etc) Date 08/12/2022

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Yorkshire & Humber Ecological Data Trust	Yorkshire & Humber Ecological Data Trust	Yorkshire & Humber Ecological Data Trust	Charity No (ifany)	1075999
Annualaccountsforthe period
Period start date	1st April 2021	To	Period end date	31st March 2022

Section A Statement of financial activities

Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05
127,997	-	-	127,997	184,631
84,306	35,057	-	119,363	124,709
7,106	-	-	7,106	7,438
20	-		20	105
-	-	-	-	-
-	-	-	-	-
219,429	35,057	-	254,486	316,883

-	-	-	-	-
197,026	33,766	-	230,792	230,969
-		-	-	-
-	-	-	-	-
197,026	33,766	-	230,792	230,969

22,403	1,291	-	23,694	85,914
-	-	-	-	-
22,403	1,291	-	23,694	85,914
-	-	-	-	-
4,000 -	4,000	-	-	-

-	-	-	-	-
-	-	-	-	-
18,403	5,291	-	23,694	85,914

127,531	122,327	-	249,858	163,944
145,934	127,618	-	273,552	249,858

Section B Balance sheet

Unrestricted funds £ F01	Restricted income funds £ F02	Endowment funds Total this year £ £ F03 F04	Endowment funds Total this year £ £ F03 F04	Total last year £ F05
-	-	-	-	-
14,611	-	-	14,611	19,933
-	-	-	-	-
-	-	-	-	-
14,611	-	-	14,611	19,933

-	-	-	-	-
24,513	-	-	24,513	52,852
-	-	-	-	-
119,355	122,327	-	241,682	187,336
143,868	122,327	-	266,195	240,188

7,254	-	-	7,254	10,263

136,614	122,327	-	258,941	229,925

151,225	122,327	-	273,552	249,858

-	-	-	-	-
-	-	-	-	-

151,225	122,327	-	273,552	249,858

-			-	-
	127,618		127,618	122,327
145,934		-	145,934	127,531
			-	-
145,934	127,618	-	273,552	249,858

Signature		Print Name		Date of approval dd/mm/yyyy

CC17a (Excel)

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Section C Notes to the accounts

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The accounts have been prepared in accordance with:

the Statement of Recommended Practice: Accounting and Reporting by Charities • and with � preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 • and with � the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102)

and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by � FRS 102.*

-Tick as appropriate

1.2 Going concern

If there are material uncertainties related to events or conditions that cast significant doubt on the charity's ability to continue as a going concern, please provide the following details or state "Not applicable", if appropriate:

An explanation as to those factors that support the conclusion that the charity is a going

An explanation as to those factors that support N/A the conclusion that the charity is a going concern; Disclosure of any uncertainties that make the N/A going concern assumption doubtful; Where accounts are not prepared on a going N/A concern basis, please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the charity is not regarded as a going concern.

1.3 Change of accounting policy

The accounts present a true and fair view and the accounting policies adopted are those outlined in note { }.

Yes No	�	* -Tick as appropriate	* -Tick as appropriate
	�
*Please disclose*	:
*(i) the nature of*	*the chan*	*ge in accounting policy;*	*N/A*
*(ii) the reasons* *provides more r* *and*	*why appl* *eliable a*	*ying the new accounting policy* *nd more relevant information;*	*N/A*
*(iii) the amount* *in the current p* *the aggregate a* *periods before t*	*of the ad* *eriod, eac* *mount of* *hose pre*	*justment for each line affected* *h prior period presented and* *the adjustment relating to* *sented, 3.44 FRS 102 SORP.*	*N/A*

1.4 Changes to accounting estimates

No changes to a	ccounting	estimates have occurred in the reporting period (3.46 FRS 102 SORP).	estimates have occurred in the reporting period (3.46 FRS 102 SORP).
Yes No	�	* -Tick as appropriate
	�
*Please disclose*	:
*(i) the nature of*	*any chan*	*ges;*	*N/A*
*(ii) the effect of* *assets and liabi*	*the chan* *lities for t*	*ge on income and expense or* *he current period; and*	*N/A*
*(iii) where pract* *more future per*	*icable, th* *iods.*	*e effect of the change in one or*	*N/A*

1.5 Material prior year errors

No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).

Yes No	�	* -Tick as appropriate
	�

Please disclose:

*Please disclose:*
*(i) the nature of the prior period error;*	*N/A*
*(ii) for each prior period presented in the accounts, the* *amount of the correction for each account line item* *affected; and*	*N/A*
*(iii) the amount of the correction at the beginning of the* *earliest prior period presented in the accounts.*	*N/A*

CC17a (Excel)

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Section C Notes to the accounts (cont)

Note 2 Accounting policies

Please complete this note when first reporting under FRS2102. Section 35 of FRS102, requires 3 reconciliations to be presented, if all are applicable.

2.1 RECONCILIATION WITH PREVIOUS GENERALLY ACCEPTED ACCOUNTING PRACTICE

Please provide a description of the nature of each change in accounting policy

N/A

Reconcilation of funds per previous GAAP to funds determined under FRS 102

Start of End of period period £ £ Fund balances as previously stated Adjustments: Fund balance as restated End of £ Net income/(expenditure) as previously stated Adjustments:

Reconcilation of net income/(net expenditure) per previous GAAP to net income/(net expenditure) under FRS 102

Previous period net income/(expenditure) as restated

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 2 Accounting policies 2.2 INCOME

This standard list of accounting policies has been applied by the charity except for those ticked "No" or "N/a". Where a different or additional policy has been adopted then this is detailed in the box below.

Yes No N/a	Yes No N/a	Yes No N/a
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p p g g y benefits are recognised as income earned from the provision of goods and services as income from charitable activities.

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POLICIES ADOPTED ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE

Section C Notes to the accounts (cont)

Note 3 Analysis of income

Note 3 Analysis of income	Analysis of income	Analysis of income	Analysis of income	Analysis of income	Analysis of income	Analysis of income
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year £ £ Donations and gifts 105,654 - - 105,65498,611 GiftAid - - - -- Legacies - - - - - General grants provided by government/other charities 22,343- - 22,343 86,020 Membership subscriptions and sponsorships which are in substance donations - - - - Donatedgoods,facilities and services - - - - - Other - - - - Total 127,997 - - 127,997 184,631 Data Search Sales 77,567 1,291 - 78,858 80,374 ANCIncome-Seconded Staff 33,766 -33,766 33,084 SLA - Non Data Search 3,939- -3,9391,250 Research & Development 2,800- - 2,80010,000 - - Other - - - Total 84,306 35,057 - 119,363124,708 - - - - - - - - - - - - - - - Other 7,106- - 7,1067,438 Total 7,106 - - 7,1067,438 Interestincome 20- - 20105 Dividendincome - - - - - Rentalandleasingincome - - - - - Other - - - - - Total 20 - - 20105 - - - - - - - - - - - - - - - - - - - - Total - - - - - Conversion of endowment funds into income - - - - - Gain on disposal of a tangible fixed asset held for charity's own use - - - - - Gain on disposal of a programme related investment - - - - - Royalties from the exploitation of intellectual propertyrights - - - - - Other - - - - - Total - - - - - 219,429 35,057 - 254,486 316,882 TOTAL INCOME Other: Charitable activities: Other trading activities: Income from investments: Separate material item of income: Analysis Donations and legacies:	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis
	Donations and gifts	105,654	-	-	105,654	98,611
	GiftAid	-	-	-	-	-
	Legacies	-	-	-	-	-
	General grants provided by government/other charities	22,343	-	-	22,343	86,020
	Membership subscriptions and sponsorships which are in substance donations	-	-	-	-
	Donatedgoods,facilities and services	-	-	-	-	-
	Other	-	-	-	-
	Total	127,997	-	-	127,997	184,631

	Data Search Sales	77,567	1,291	-	78,858	80,374
	ANCIncome-Seconded Staff		33,766	-	33,766	33,084
	SLA - Non Data Search	3,939	-	-	3,939	1,250
	Research & Development	2,800	-	-	2,800	10,000
					-	-

	Other		-	-	-
	Total	84,306	35,057	-	119,363	124,708

		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
	Other	7,106	-	-	7,106	7,438
	Total	7,106	-	-	7,106	7,438

	Interestincome	20	-	-	20	105
	Dividendincome	-	-	-	-	-
	Rentalandleasingincome	-	-	-	-	-
	Other	-	-	-	-	-
	Total	20	-	-	20	105

		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
	Total	-	-	-	-	-

	Conversion of endowment funds into income	-	-	-	-	-
	Gain on disposal of a tangible fixed asset held for charity's own use	-	-	-	-	-
	Gain on disposal of a programme related investment	-	-	-	-	-
	Royalties from the exploitation of intellectual propertyrights	-	-	-	-	-
	Other	-	-	-	-	-
	Total	-	-	-	-	-

		219,429	35,057	-	254,486	316,882

TOTAL INCOME Other information:

All income in the prior year was unrestricted except for: (please provide description and amounts)

N/A

Where any endowment fund is converted into income in the reporting period, please give the reason for the conversion.

Within the income items above the following items are material: (please disclose the nature, amount and any prior year amounts)

N/A

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 4 Analysis of receipts of government grants

Government grant 1 Government grant 2 Government grant 3 Other Please provide details of any unfulfilled conditions and other contingencies attaching to grants that have been recognised in income.

Please give details of other forms of government assistance from which the charity has directly benefited.

This year Last year £ £ Description	This year Last year £ £ Description	This year Last year £ £ Description
*Coronavirus Micro Business Support Grant*	-	5,000
*N/A*	-	-
*N/A*	-	-
*N/A*	-	-
Total	-	5,000

*N/A*

*N/A*

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 5 Donated goods, facilities and services

Use of property Other Seconded staff		This year Last year £ £	This year Last year £ £
		-	-
		-	-
		-	-
		-	-

Please provide details of the accounting policy for the recognition and valuation of donated goods, facilities and services.	*N/A*
Please provide details of any unfulfilled conditions and other contingencies attaching to resources from donated goods and services not recognised in income. Please give details of other forms of other donated goods and services not recognised in the accounts, eg contribution of unpaid volunteers.
	*N/A*

	*N/A*

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 6 Analysis of expenditure

Note 6	Analysis of expenditure
TOTAL EXPENDIT Expenditure on charitable activities Expenditure on raising funds: Other Separate material item of expense	Analysis	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year £ £
	Incurred seeking donations	-	-	-	-	-
	Incurred seeking legacies	-	-	-	-	-
	Incurred seeking grants
	Operating membership schemes and social lotteries
	Staging fundraising events
	Fudraising agents
	Operating charity shops
	Operating a trading company undertaking non-charitable trading activity
	Advertising, marketing, direct mail and publicity	-	-	-	-	-
	Start up costs incurred in generating new source of future income	-	-	-	-	-
	Database development costs	-	-	-	-	-
	Other trading activities
	Investment management costs:	-	-	-	-
	Portfolio management costs	-	-	-	-	-
	Cost of obtaining investment advice	-	-	-	-	-
	Investment administration costs	-	-	-	-	-
	Intellectual property licencing costs	-	-	-	-	-
	Rent collection, property repairs and maintenance charges	-	-	-	-	-
		-	-	-	-	-
	Total expenditure on raising funds	-	-	-	-	-

	MOA Expenses	216	-	-	216	312
	Salaries & NIC and Expenses	140,247	33,766	-	174,013	169,222
	Pension Contributions	6,530	-	-	6,530	4,099
	Training Costs	1,785	-	-	1,785	500
	Membership Fees	1,284	-	-	1,284	2,756
	Consultancy & Professional Fees	9,822	-	-	9,822	12,282
	Small Purchases & Repairs	2,343	-	-	2,343	-
	Printing Postage & Stationary	720	-	-	720	338
	Telephone	963	-	-	963	758
	Software & Internet Costs	6,768	-	-	6,768	6,519
	Conferences & Seminars	78	-	-	78	30
	Rent	10,567	-	-	10,567	15,220
	Donations	-	-	-	-	1,650
	Insurance	6,187	-	-	6,187	5,463
	Accountancy Fees	2,620	-	-	2,620	2,610
	Advertising	1,548	-	-	1,548	-
	Bad Debts	-	-	-	-	1,873
	Depreciation	5,323	-	-	5,323	7,320
	SundryExpenses	25	-	-	25	16
	Total expenditure on charitable activities	197,026	33,766	-	230,792	230,969

		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
	Total	-	-	-	-	-

		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
		-	-	-	-	-
	Total other expenditure	-	-	-	-	-
	URE
		197,026	33,766	-	230,792	230,969

----- Start of picture text -----
Other information:
Analysis of expenditure on charitable activities
Grant
programmeActivity or Activities undertaken directly funding of Support Costs Total this year Total prior year
activities
£ £ £ £ £
Activity 1
Activity 2
Other
Total
Prior year expenditure on charitable activities
can be analysed as follows:
Within the expenditure items above the
following items are material: (please disclose
the nature, amount and any prior year
amounts)
----- End of picture text -----

CC17a (Excel)

18/11/2022

Section C Notes to the accounts

Note 8 Funds received as agent

8.1 Please complete this note if the charity has agreed to administer the funds of another entity as its agent. Note: If a charity is acting as an agent, it should not recognise the income in the Statement of Financial Activities or the Balance Sheet.

		Amount received	Amount received	Amountpaid out	Amountpaid out	Balance held atperiod end	Balance held atperiod end
Description/name of party	Related party (Yes or No)	Thisyear	Lastyear	Thisyear	Lastyear	Thisyear	Lastyear
		£	£	£	£	£	£
Doncaster MBC		2,709	1,821	2,709	1,821	-	-
Rotherham MBC		2,709	1,821	2,709	1,821	-	-
Barnsley MBC		1,375	-		-	1,375	-
Sheffield City Council		2,709	1,821	458	1,821	2,251	-
West Yorkshire Ecology Services		2,709	1,821	458	1,821	2,251	-
Total		12,211	7,284	6,334	7,284	5,877	-

8.2 Where a consortia or similar arrangement exists whereby 2 or more charities co-operate to achieve economies in the purchase of goods or services, please discose details of any balances outstanding between any participating members.

Description/name of party	Balance held atperiod end	Balance held atperiod end
	Thisyear	Lastyear
	£	£
	-	-
	-	-
	-	-
	-	-
	-	-
Total	-	-

CC17a (Excel)

18/11/2022

Section C Notes to the accounts

Note 10 Details of certain items of expenditure

10.1 Fees for examination of the accounts

Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner. If nothing was paid please enter '0' in the appropriate box(es).

*Please provide details of the amount paid for any statutory external scrutiny of* *accounts and other services provided by your independent examiner. If nothing* *was paid please enter '0' in the appropriate box(es).*
Other fees (for example: financial advice, consultancy, accountancy services) paid to the independent examiner Independent examiner’s fees Assurance services other than audit or independent examination Tax advisory fees	This year £	Last year £
	640	640


	1980	1970

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 11 Paid employees

Please complete this note if the charity has any employees.

11.1 Staff Costs

Salaries and wages Social security costs Pension costs (defined contribution scheme) Other employee benefits

Total staff costs	This year £	Last year £
	162,544	158,656
	10,057	8,567
	6,530	4,099
	-	-
	179,131	171,322

Please provide details of expenditure on staff working for the charity whose contracts are with and are paid by a related party

Income of £33,766 (2021 - £33,084) was received from ALERC towards the following hosted staff expenses: Staff Salary £33,766 (2021 - £33,084)

Please give details of the number of employees whose total employee benefits (excluding employer pension costs) fell within each band of £10,000 from £60,000 upwards. If there are no such transactions, please enter 'true' in the box provided.

No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000

TRUE

Band	Number of employees
£60,000 to £69,999
£70,000 to £79,999
£80,000 to £89,999
£90,000 to £99,999
£100,000 to £109,999



Please provide the total amount paid to key management personnel (includes trustees and senior management) for their services to the charity
	As director of the Trust, Mr Simon Pickles was paid a Gross Salary of £36,901, Employer's NIC of £3,872, and Employer Pension Contributions of £1,599 for the year.

CC17a (Excel)

18/11/2022

11.2 Average head count in the year The parts of the charity in which the employees work

	This year Number	Last year Number
Fundraising	-	-
Charitable Activities	6	6
Governance	-	-
Other	-	-
Total	6	6

11.3 Ex-gratia payments to employees and others (excluding trustees) Please complete if an ex-gratia payment is made.

Please explain the nature of the payment

Please state the legal authority or reason for making the payment

Please state the amount of the payment (or value of any waiver of a right to an asset)

11.4 Redundancy payments

Please complete if any redundancy or termination payment is made in the period.

Total amount of payment

The nature of the payment (cash, asset etc.)

The extent of redundancy funding at the balance sheet date

Please state the accounting policy for any redundancy or termination payments

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 12 Defined contribution pension scheme or defined benefit scheme accounted for as a defined contribution scheme.

12.1 Please complete this note if a defined contribution pension scheme is operated.

Amount of contributions recognised in the SOFA as an expense

Please explain the basis for allocating the liability and expense of defined contribution pension scheme between activities and between restricted and unrestricted funds.

Any Restricted funds are held for any liabilities resulting from the cessation of charitable activites. As the Trust is considered to be a Going Concern, all pension scheme contributions and liabilities have been allocated to the Unrestricted Fund.

12.2 Please complete this section where the charity participates in a defined benefit pension plan but is unable to ascertain its share of the underlying assets and liabilities.

Please confirm that altough the scheme is accounted for as a defined contribution plan, it is a defined benefit plan.

Please provide such information as is available about the plan's surplus or deficit and the implications, if any, for the reporting charity

N/A

N/A

12.3 Please complete this section where the charity participates in a multi-employer defined benefit pension plan that is accounted for as a defined contribution plan.

Describe the extent to which the charity can be liable to the plan for other entities' obligations under the terms and conditions of the multi-employer plan

N/A N/A

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 13 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

13.1 Analysis of grants paid (included in cost of charitable activities)

Analysis	Grants to institutions	Grants to individuals	Support costs	Total
	£	£	£	£
Activityorproject 1	-	-	-	-
Activityorproject 2	-	-	-	-
Activityorproject 3	-	-	-	-
*Total*	-	-	-	-

Please enter “Nil” if the charity does not identify and/or allocate support costs.

13.2 Grants made to institutions

13.2 Grants made to institutions	13.2 Grants made to institutions
*My charity has made grants to particular institutions that are material in* *the context of its grantmaking. Details of the institution supported,* *purpose of the grant and total paid to each institution is available on the* *charity's web site.*		*Yes*	*Please provide* *details of charity's* *URL.*
		No	*Provide details* *below*

Names of institution	Purpose		Total amount of grantspaid £

			-
			-
			-
			-
			-
			-
			-
			-
			-
*TOTAL GRANTS PAID* *Other unanalysed grants* *Total grants to institutions in reporting period*			-
			-
			-

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 14 Tangible fixed assets

Please complete this note if the charity has any tangible fixed assets

14.1 Cost or valuation

14.1 Cost or valuation	n
Freehold land & buildings Other land & buildings £ £ At the beginning of the year - - Additions - - Revaluations - - Disposals - - Transfers - - At end of the year - - Basis* SL or RB SL or RB Rate At beginning of the year - - Disposals - - Depreciation - - Impairment - - Transfers - - At end of the year - - Net book value at the beginning of the year - - Net book value at the end of the year - - 14.4 Impairment 14.5 Revaluation the name of independent valuer, if applicable the carrying amount that would have been recognised had the assets been carried under the cost model. (i) Please state the amount of borrowing costs, if any, capitalised in the construction of tangible fixed assets and the capitalisation rate used. the methods applied and significant assumptions Please provide a description of the events and circumstances that led to the recognition or reversal of an impairment loss. If an accounting policy of revaluation is adopted, the effective date of the revaluation 14.3 Net book value 14.2 Depreciation and impairments 14.6 Other disclosures (ii) Please provide the amount of contractual commitments for the acquisition of tangible fixed assets. (iii) Details of the existence and carrying amounts of property, plant and equipment to which the charity has restricted title or that are pledged as security for liabilities.*	Freehold land & buildings £	Other land & buildings £	Plant, machinery and motor vehicles £	Fixtures, fittings and equipment £	Total £
	-	-	38,338	48,093	86,431
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	38,338	48,093	86,431
	d impairments
	SL or RB	SL or RB	RB	RB	RB	Straight Line ("SL") or Reducing Balance ("RB")
			25%	33%
			22,645 43,853 66,498 - - - 3,923 1,399 5,322 - - - - - - 26,568 45,252 71,820 15,693 4,240 19,933 11,770 2,841 14,611 *N/A* *N/A* *N/A* *N/A* *N/A* *N/A* *N/A* *N/A* *please provide:*
	-	-	22,645	43,853	66,498
	-	-	-	-	-
	-	-	3,923	1,399	5,322
	-	-	-	-	-
	-	-	-	-	-
	-	-	26,568	45,252	71,820

	-	-	15,693	4,240	19,933
	-	-	11,770	2,841	14,611
			*N/A*
			*N/A*
			*N/A*

* The "transfers" row is for movements between fixed asset categories.

** Please indicate the method of depreciation by deleting the method not applicable (SL = straight

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 19 Debtors and prepayments

Please complete this note if the charity has any debtors or prepayments.

19.1 Analysis of debtors

Trade debtors Prepayments and accrued income Other debtors

Total

This year £	Last year £
-	-
23,547	49,775
966	446
-	2,631
24,513	52,852

Please complete 19.2 where a material debtor is recoverable more than a year after the reporting date.

19.2 Analysis of debtors recoverable in more than 1 year (included in debtors above)

Prepayments and accrued income Other debtors Total Trade debtors	This year £	Last year £
	-	-
	-	-
	-	-
	-	-
	-	-

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 20 Creditors and accruals

Please complete this note if the charity has any creditors or accruals.

20.1 Analysis of creditors

Amounts falling due within oneyear	Amounts falling due within oneyear	Amounts falling due after more than oneyear	Amounts falling due after more than oneyear
This year £	Last year £	This year £	Last year £
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
616	9,466	-	-
5,415	-	-	-
1,223	797	-	-
7,254	10,263	-	-

20.2 Deferred income

Please complete this note if the charity has deferred income.

Please explain the reasons why income is deferred.

N/A

*Movement in deferred income account* Balance at the start of the reporting period Amounts added in current period Amounts released to income from previous periods Balance at the end of the reporting period	This year £	Last year £
	-	-
	-	-
	-	-
	-	-

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 22 Other disclosures for debtors, creditors and other basic financial instruments

22.1 Please provide information about the significance of financial instruments (eg. debtors, creditors, investments etc) to the charity's financial position or performance, for example, the terms and conditions of loans or the use of hedging to manage financial risk. 22.2 If the charity has provided financial assets as a form of security, the carrying amount of the financial assets pledged as security and the terms and conitions related to its pledge should be given here.	*N/A*
	*N/A*

22.1 Please provide information about the
significance of financial instruments (eg. debtors,
creditors, investments etc) to the charity's financial
position or performance, for example, the terms and
conditions of loans or the use of hedging to manage
financial risk.
22.2 If the charity has provided financial assets as a
form of security, the carrying amount of the financial
assets pledged as security and the terms and
conitions related to its pledge should be given here.

N/A

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 24 Cash at bank and in hand

Note 24 Cash at bank and in hand
Other Cash at bank and on hand Total Short term cash investments (less than 3 months maturity date) Short term deposits	This year £	Last year £
	-	-
	-	-
	241,682	187,336
	-	-
	241,682	187,336

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont) Note 27 Charity funds

27.1 Details of material funds held and movements during the CURRENT reporting period

Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other funds'. The 'Total funds' figure below should reconcile to 'Total funds' in the blanace sheet.

* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the charity; a, U - unrestricted funds and CR - Capital replacement fund

Fund names	Type PE, EE R or UR *	Purpose and Restrictions	Fund balances brought forward £	Income £	Expenditure £	Transfers £	Gains and losses £	Fund balances carried forward £
General Fund	UR	General Finance Of The Trust's charitable activities	127,531	219,429	- 197,026	- 4,000	-	145,934
ANCFund	R	Funding for the expenses incurred by hosted Staff	-	33,766	-33,766		-	-
RedundancyFund	R	Ring-fenced funding for the provision of staff redundancy costs and administration costs should theTrust cease to operate.	65,000	-	-	10,000	-	75,000
Sick PayFund	CR	Ring-fenced funding for the provision of staff Sick Pay costs and administration costs.	20,000	-	-		-	20,000
IT EquipmentFund	CR	Ring-fenced funding for the provision of newandreplacement of IT Equipment	20,000	-	-		-	20,000
Surveillance &MonitoringFund	CR	Ring-fenced funding for the provision of Surveillance &Monitoring equipment	10,000	-	-	-6,000	-	4,000
SurveyFund	CR	Ring-fenced income for the resurvey of Local Wildlife sites	7,327	1,291	-	-	-	8,618
			-	-	-	-	-	-
			-	-	-	-	-	-
			-	-	-	-	-	-
*Other funds*	N/a	N/a	-	-	-	-	-	-
Total Funds			249,858	254,486	- 230,792	-	-	273,552

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 27 Charity funds (cont)

27.2 Details of material funds held and movements during the PREVIOUS reporting period

* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the charity; and U - unrestricted funds

Fund names	Type PE, EE R or UR *	Purpose and Restrictions	Fund balances brought forward £	Income £	Expenditure £	Transfers £	Gains and losses £	Fund balances carried forward £
General Fund	UR	General Finance Of The Trust's charitable activities	48,944	282,120	- 197,885	-5,648	-	127,531
ANCFund	R	Funding for the expenses incurred by Seconded Staff	-	33,085	-33,085	-	-	-
RedundancyFund	R	Ring-fenced funding for the provision of staff redundancy costs and administration costs should theTrust cease to operate.	65,000	-	-		-	65,000
Sick PayFund	CR	Ring-fenced funding for the provision of staff Sick Pay costs and administration costs.	20,000	-	-		-	20,000
IT EquipmentFund	CR	Ring-fenced funding for the provision of newandreplacement of IT Equipment	20,000	-	-		-	20,000
Surveillance &MonitoringFund	CR	Ring-fenced funding for the provision of Surveillance &Monitoring equipment	10,000	-	-		-	10,000
SurveyFund	CR	Ring-fenced income for the resurvey of Local Wildlife sites	-	1,679	-	5,648	-	7,327
			-	-	-	-	-	-
			-	-	-	-	-	-
			-	-	-	-	-	-
*Other funds*	N/a	N/a	-	-	-	-	-	-
Total Funds			163,944	316,884	- 230,970	-	-	249,858

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 27 Charity funds (cont)

27.3 Transfers between funds

	Reason for transfer and where endowment is converted to income, legalpower for its conversion	Amount
Between unrestricted and restricted funds	*Release of funds to cover purchase of survey Drone and increase* *to Redundancy fund*	4,000
Between endowment and restricted funds	*N/A*
Between endowment and unrestricted funds	*N/A*

27.4 Designated funds

27.4 Designated funds
Planned use	Purpose of the designation	Amount
*ANC Fund*	*ALERC has a commitment to cover all expenses related to the* *seconded staff placement. Any expenses are matched the the* *incoming funding, however there may be a timing difference* *between the expenditure being incurred and the monies received.*	-
*Redundancy Fund*	*Ring-fenced funding for the provision of staff redundancy costs* *and administration costs should the Trust cease to operate.*	75,000
Sick Pay Fund	Ring-fenced funding for theprovision of staff Sick Pay costs and	20,000
IT Equipment Fund	Ring-fenced funding for theprovision of new and replacement of IT	20,000
Surveillance & Monitoring Fund	Ring-fenced funding for the provision of Surveillance & Monitoring equipment	10,000
Survey Fund	Ring-fenced income for the resurvey of Local Wildlife Sites	8,618

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 28 Transactions with trustees and related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in guidance notes) details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box or "False" if there are transactions to report.

28.1 Trustee remuneration and benefits

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

----- Start of picture text -----
TRUE
----- End of picture text -----

In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal authority for, any

remuneration or other benefits paid to a trustee by the charity or any institution or company connected with it.

Amounts paid or benefit value	Amounts paid or benefit value	Amounts paid or benefit value	Amounts paid or benefit value	Amounts paid or benefit value
This year				Last year
Remuneration	Pension contribution	Redundancy (including loss of office)/ex gratia	Other	TOTAL
£	£		£	£

Please give details of why remuneration or other employment benefits were paid.

Where an ex gratia payment has been made to a trustee, provide an explanation of the nature of the payment.

28.2 Trustees' expenses

If the charity has paid trustees expenses for fulfilling their duties, details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box below. If there are transactions to report, please enter "False".

TRUE

No trustee expenses have been incurred (True or False)

Type of expenses reimbursed	This year	Last year
	£	£
Travel
Subsistence
Accommodation
Other (please specify):

TOTAL

Please provide the number of trustees reimbursed for expenses or who had expenses paid by the charity

28.3 Transaction(s) with related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a related party has a material interest, including where funds have been held as agent for related parties. If there are no such transactions, please enter 'true' in the box provided.

FALSE

There have been no related party transactions in the reporting period (True or False)

Name of the trustee or related party	Relationship to charity	Description of the transaction(s)	Amount	Balance at period end	Provision for bad debts at period end	Amounts written off during reporting period
			£	£	£	£
Mark Wills	Employee	The Trust received funding of £33,084 from the Association Of Local Environmental Rcord Centres (ALERC) or which Mark Wills is a Director. This is to compensate the trust for the expenses incurred by a seconded member of staff.	33,766	0	0	33,766
Mark Wills	Employee	£800 was paid by the Trust towards the ALERC annual membership fee and a £50 conference fee was paid to ALERC for staff to attend the 2020	850			850
		f

N/A

In relation to the transactions above, please provide the terms and conditions, including any security and the nature of any payment (consideration) to be provided in settlement.

For any related party, please provide details of any guarantees given or received.

Mark Wills has stated that his directorship of ALERC is an unpaid position and whilst sitting on the board of ALERC he is not representing the Y&HEDT.

CC17a (Excel)

18/11/2022

Section C Notes to the accounts (cont)

Note 29 Additional Disclosures

The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

N/A

CC17a (Excel)

18/11/2022