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2022-03-31-accounts

Habitats vi Heritage The local charity that acts for the natural and historic environment and climate in south and west .r_IF London r• Annual Report .a and Accounts 2021-22

Habitats & Heritage

Annual Report and Accounts 2021-22

CONTENTS

Reference and Administrative Details ............................................ 3 Message from the Chair ................................................................... 4 About Habitats & Heritage ............................................................... 5 Aims and Objectives .......................................................................... 6 Activities and Performance .............................................................. 7 Financial Review ............................................................................... 14 Governance and Management ...................................................... 15 Declaration ....................................................................................... 16 Independent Examiner’s Report.................................................... 17 Financial Statements ....................................................................... 18

The Trustees, who are also directors of the Charity for the purposes of the Companies Act 2006, present their report with the financial statements of the Charity for the year ended 31[st] March 2022. The financial statements comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association, and the Accounting and Reporting by Charities; Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard 102 ('FRS102')

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Habitats & Heritage

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company Number

07469024

Registered Charity Number

1140872

Registered Office

ETNA Community Centre, 13 Rosslyn Road, Twickenham, Middlesex TW1 2AR

Trustees

Ann Hagell Chair Saima Habib Treasurer Gary Butler Rachel Owen Adam Tyson Sharon Willoughby Appointed 26[th] January 2022 Charles Thomson Resigned 26[th] January 2022 Henry Unwin Resigned 28[th] July 2021 Lainya Offside-Keivani Resigned 28[th] April 2021

Company Secretary

Victoria Phillips

Independent Examiner

R Athauda, FAIA R Athauda & Co International Accountants 306 Staines Road TWICKENHAM Middlesex TW2 5AS

Bankers

The Co-Operative Bank PLC, P.O. Box 101, 1 Balloon Street, Manchester ME60 4EP

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Habitats & Heritage Annual Report and Accounts 2021-22

MESSAGE FROM THE CHAIR

I am very pleased to introduce Habitat & Heritage’s annual report for 2021-2022.

This has been a year of consolidation for us. After the formation of Habitats & Heritage from the merger of the Environment Trust (ET) and South West London Environment Network (SWLEN) in November 2020, and the challenge of the pandemic, we have spent time this year reviewing how we work and making sure H&H is resilient and clear in its purpose. These have not been easy times for small charities, and I am very grateful to my colleagues on the Board, the excellent staff, our generous funders and collaborators and our many supporters for their belief in H&H and their commitment to our vision. I would particularly like to thank Cllr Geoff Acton, Mayor of the London Borough of Richmond upon Thames 2020-21 and 2021-22 as the charity has greatly benefitted from being one of his mayoral charities, increasing our profile post-merger and the funds raised will ensure we can scale our impact. As a result, this has been a successful year for us.

The merger has resulted in a larger organisation, with a vibrant set of projects reflecting our mission to support the extensive natural and historical heritage and climate in South and West London and to connect and enrich fragmented, degraded and isolated historic and green spaces for everyone to enjoy. The synergy between habitats and heritage goals lies at the heart of our business plan.

Some key activities this year have included with in our ‘Habitats’ programme the creation of more Green Hubs bringing the total to 21, supporting 110 young volunteers who contributed 925 hours of practical nature conservation. Within our ‘Heritage’ programme we welcomed over 250 people Grade II* Kilmorey Mausoleum and 470 pupils came to St Leonard’s Air Raid Shelter to learn more about local WW2 history. In our ‘Climate’ programme we have helped more than 350 people save an estimated £30,000 per year on their energy bills (and a lot of CO2 from being

emitted) through advice and home visits, 1,000 people participated in our co-designed and coproduced Richmond Climate Week with Richmond Council and through our ‘Community’ programme, facilitated the set up of 2 friends of parks groups, held 6 forums to share good practice between groups and lent litter picking equipment to volunteers who ran over 15 sessions removing litter from our environment.

We have also taken the opportunity to review and strengthen our governance and organisational procedures. We began a programme of recruitment of new Trustees to join those of us who came from either ET or SWLEN, and we undertook a review of our staff structure and the policies guiding our work. We said goodbye to my co-chair, Koy (Charles) Thomson, as he moved away from the area, and thank him very much for his invaluable support for the charity through the last few years. Ed Stannard, our Community Development Manager, also moved on to a new role. As well as goodbyes there have been hellos – with thanks to Historic England’s additional funding, we recruited Stephen Fielding as our Heritage Projects Officer and Daija Angeli as our new Community Development Manager. We have particularly enjoyed working this year with our four Kickstarters, who brought such energy and enthusiasm to the task.

The wonderful natural assets and rich heritage of South West London continue to be under threat. Our rivers, green spaces, parks, and the historic fabric of our built environment are suffering from the impact of climate change, habitat destruction and fragmentation, forgetting and neglect and commercial development. But on the positive side the pandemic led to lasting interest in discovering and exploring local places. H&H is uniquely situated to respond to this, as well as, reducing emissions, and we look forward to another year of working with you all to invest in, enjoy and conserve our local environment.

Ann Hagell, Chair of Trustees

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Habitats & Heritage Annual Report and Accounts 2021-22

ABOUT HABITATS & HERITAGE

Habitats & Heritage is the local charity that acts for the natural and historic environment and climate in south and west London. Our mission is to protect and restore our threatened rivers, green spaces, parks and historic built environment for the benefit of the whole community, for this and future generations.

We are based in Twickenham and work across the London Boroughs of Richmond, Hounslow, Kingston, Wandsworth, Ealing and Merton.

Vision and values

Our vision is a restored and extensive natural and historical heritage for south and west London. We want to enrich and connect degraded and isolated green spaces across our urban landscape and to restore neglected historical structures and landscapes that would otherwise fall to ruin or disappear. We want to make those special local places accessible and inviting to all to explore, enjoy and feel part of.

We promote an accessible and inclusive approach to our environmental and historical heritage and seek to deepen people’s sense of wellbeing, belonging and pride in place through learning and appreciation of the local environment. We promote sustainable lifestyles and recognise the interconnectedness of all aspects of human activity.

Our values:

History and governance

Habitats & Heritage is a registered charity (no 1140872) and a company limited by guarantee (no. 7469024) established in 2011 under the name South West London Environment Network (SWLEN). The charity was renamed and rebranded Habitats & Heritage in November 2020 following merger with Environment Trust, a sister charity established in 1984.

The Board of Trustees governs Habitats & Heritage. Operational management is delegated to the executive led by Chief Executive Colin Cooper. There are a number of committees and subgroups reporting to the board.

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Habitats & Heritage Annual Report and Accounts 2021-22

AIMS AND OBJECTIVES

Public benefit

The Trustees confirm that they have complied with the duty in Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s general guidance on public benefit and that the activities carried out by Habitats & Heritage (formerly South West London Environment Network) during the year were all undertaken in order to further its objects. A detailed explanation is shown under activities and performance.

Objectives

Habitats & Heritage was set up with the following objects:

  1. To promote sustainable development for the benefit of the public, principally, but not exclusively, in South West London and surrounding areas by:

  2. Building the capacity of third sector organisations which are working on projects which aim to achieve sustainable development for the benefit of the public by providing them with support, information and services;

  3. Promoting the conservation, protection and improvement of the physical and natural environment, the prudent use of resources, and sustainable means of achieving economic growth and regeneration;

  4. Advancing the education and awareness of the public in subjects relating to sustainable development and the conservation, protection and improvement of the physical and natural environment and the prudent use of resources, and promoting and conducting study and research in such subjects, provided that the useful results of such study and research are disseminated to the public at large.

  5. To promote, organise and facilitate cooperation and partnership working between third sector, statutory and other relevant bodies in the achievement of the above purposes within the area of benefit.

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Habitats & Heritage Annual Report and Accounts 2021-22

ACTIVITIES AND PERFORMANCE

The themes of our work are Habitats, Heritage, Climate and Community. Collaboration is an over-arching theme.

Habitats

communities and organised volunteers to strengthen the river bank and clear invasive species.

Corporate Volunteering

Clearing litter with Be Richmond

Duke of Edinburgh and Youth Volunteering

We engage young people through volunteering to preserve and celebrate local parks and green spaces and to learn about wildlife and the environment. The Duke of Edinburgh Award scheme is a popular programme and our monthly practical sessions help young people gain new skills and knowledge.

Green Hubs

Small street-side green spaces and shared gardens are vital connected corridors for wildlife, but they tend to suffer from neglect and unrealised potential. We have worked with neighbours across Richmond and Kingston to bring 21 green hubs to new life with minimeadows and orchards. At Warren Gardens in Richmond neighbours have joined forces to create a wildlife-friendly garden with our support. Green Hubs provide stepping stones for nature between larger fragmented landscapes

Rewilding Arcadia

This major initiative by Father Thames Trust and the Thames Landscape Strategy following securing Green Recovery Challenge Funding, aims to create a series of rewilding demonstrations, to improve the natural environment. As part of the partnership we have seconded 1.5 posts to the project promoting awareness and engaging local

Volunteering with us is a great way for companies to promote team work and benefit the environment. This year we worked with several local and national organisations and business agencies such as Be Richmond, Cisco and Kingston Technology. The ‘thanks’ page below lists all the companies who supported our work.

Marble Hill Park

Working with English Heritage on the Marble Hill Revived programme, we encouraged new visitors to the park by running events on themes such as building a stag-beetle loggery, bird nesting boxes and solitary bee hotels. It is especially relevant for us to support projects that have a combined focus on heritage and habitats. Our work with Marble Hill was led by our Kickstart colleagues and following this one of them has been recruited by English Heritage.

Smarter Water Catchment

The River Crane and the parks alongside are being enhanced by a project extending from the source in Harrow to the mouth at Isleworth, funded by Thames Water. In our initial work with Let’s Go Outside and Learn we have helped to raise public awareness and map potential for community involvement. In following years our work will centre around building voluntary sector capacity.

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Habitats & Heritage Annual Report and Accounts 2021-22

Heritage

Kilmorey Mausoleum at Night

Leonards Air Raid Shelter. The tours support primary school pupils learning about World War Two and have become an established part of the educational programme. The charity also hosted members of Subterranea Britannica at the shelter in September. It has been wonderful to share this important cultural asset with the public again, as we continue to work with the freeholders to find a long-term solution for the building.

Grove Gardens Chapel

Open House

Open House London is a key annual activity for Habitats & Heritage. It provides a valuable opportunity to share our local heritage with a wider audience and to showcase the work of the organisation, in turn raising our profile. In September 2021 the charity allowed access to three sites, including St Leonards Air Raid Shelter, Kilmorey Mausoleum and Burton’s Mausoleum. All three were well attended and received over 150 visitors.

The Victorian chapel in Richmond Old Cemetery is currently closed due to structural problems. We made the building safe and are investigating ways to bring it back into use.

Research and public awareness

Habitats & Heritage hosted heritage conservation students from Kingston University at Grove Gardens Chapel, allowing them the opportunity to complete a conditions survey of a complex historical building that has suffered from subsidence in recent years.

Burton’s Mausoleum

The charity continues to raise funds for the conservation of the Grade II* mausoleum of Sir Richard and Lady Isabel Burton, and engage people with the story of Burton. In October, we hosted a free online talk with a curator from the South Asian department at the British Museum. The talk was entitled Erotic Aesthetics: Demystifying Tantra and the Kama Sutra in South Asian Art, and attracted an international audience. In November Habitats & Heritage took part in Richmond Literature Festival with the travel author Tharik Hussain, who discussed his new book ‘Minarets from the Mountains’, providing a contemporary view on travelling and travel writing. Other activities included a site visit with members of Multicultural Richmond and the Burton Explorer Scouts, who take their name and logo from the explorer.

St Leonards Air Raid Shelter

Despite the ongoing challenges of Covid-19, and thanks to the support of the Mortlake with East Sheen Society, Habitats & Heritage was able to provide access for 400 pupils at St

The Heritage Project Manager and Project Officer led a heritage focused litter pick around Richmond town centre for members of the Business Improvement District. As well as helping to keep the town centre tidy, we were able to share our knowledge and enthusiasm for the local area with a new audience.

As part of Richmond Climate Week 2021, Habitats & Heritage arranged for Douglas Kent from the Society for the Protection of Ancient Buildings to talk about the how to sensitively adapt historic houses to reduce carbon. The talk is available to view on YouTube.

Talks and events

In October the charity opened Kilmorey Mausoleum for members of the Avenue Club, Kew to explore; and to mark Halloween the charity hosted Kilmorey Mausoleum to the public for after dark tours. The after-dark event proved popular and Habitats & Heritage hopes to replicate it in the future, as it provides a novel opportunity for people to experience the historic structure.

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Habitats & Heritage Annual Report and Accounts 2021-22

Climate

South West London Energy Advice Partnership

In August 2021 we formed a new partnership with CREW Energy of Wandsworth called South West London Energy Advice Partnership (see www.swleap.org.uk). This is funded by the Energy Saving Trust and delivers energy advice to households in fuel poverty across the London Boroughs of Richmond, Wandsworth and Merton. We held energy advice sessions at venues such as day centres and food banks and received referrals from a variety of public sector bodies and community organisations. Our energy advisors and volunteers have completed over 100 home visits and detailed telephone energy advice sessions and spoken to over 400 people at events, helping clients to save over £30,000 per year on bills. We think demand for this service will continue to grow, especially as fuel prices will rise yet again in October 2022.

Climate Week

Poster for Climate Week

primary and secondary school students, exploring international issues in the week of COP26; a poster competition; a Heritage and Climate lecture about sustainability and historic buildings; and discussion on transport and air quality. The weekend began with an Open Forum for residents to have their say about local action and changes. After a mass litter-pick and conservation day around the Thames and Ham Lands, the week rounded up with a Net Zero discussion led by a panel of experts. The week was a springboard for local concern and action on an issue affecting all of us.

Community

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Consulting
with
neighbours
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Friends’ Groups

We helped two new Friends’ Groups established in Richmond Borough and supported many others with advice, marketing, advertising and practical work on site with Duke of Edinburgh Award and corporate volunteers. We ran six Friends Forum events across Richmond and Hounslow Boroughs.

Litter Picking

Since 2021, local groups and individuals have set up regular litter picking events thanks to our support in loaning equipment and giving advice on safety guidelines and risk assessment around Richmond Borough.

Climate Week for Richmond upon Thames aimed to raise awareness about climate change, understand what can be done to help prevent it and to inspire everyone to take action. Seven days of activity included a food, waste and recycling day; advice sessions at the Energy Café; two youth conferences for

More than ten different groups have come forward to borrow our litter pickers since April 2021, running a total of 15 litter picking events. Some of these groups such as Hampton Heath Friends, have kept the pickers to run weekly events in the autumn of 2021 and Spring 2022. Thanks to a grant from the St Margaret’s Fair, we have been able to significantly increase the

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Habitats & Heritage Annual Report and Accounts 2021-22

number of litter pickers and equipment we can loan.

We also actively took part in the 2022 Great British Spring Clean and we ran four different litter picking events in Hampton Hill, Old Deer Park, Queen’s Road Estate and Broom Road Recreation Ground in Teddington. We also used these events as an engagement tool to garner interest in friends’ groups whose set-up we were facilitating.

Our newsletter for environmental groups in Richmond and Hounslow goes bimonthly to 231 active subscribers.

Social Media

We continue to steadily grow our audience. By the end of 2021-22 we had 3,567 Twitter followers (compared to 3,186 in 2021), 1,493 Instagram followers (1,259 in 2021) and 1812 followers on Facebook (1,554 in 2021). We also reach audiences on LinkedIn and Nextdoor.

IT Support for Groups

Events

Our offer to groups to provide training in improving digital skills continues to be open to all. Fortunately, there has been a noticeable improvement in the groups' communications; groups are more comfortable using social media and emailing software (MailChimp) to communicate their news, events and success stories, as well as becoming more comfortable looking after their own websites. Friends of Carlisle Park, Petersham Common Woods Conservators, Friends of Richmond Green and Friends of Feltham Green are some examples of groups that we have heavily supported with training, website assistance, email marketing, social media and more.

We deployed our crowdfunding tool on our Habitats & Heritage website to run a campaign for the Kneller Gardens Pavilion. The campaign was successful and the Friends of Kneller Gardens raised £5,586, beating their £5,000 target.

Communication

We have successfully relaunched our What’s On page keeping it up to date to include events from local groups as well as our own Habitats & Heritage events. The calendar includes events from initiatives such as Friendly Parks for all, green Gym by TCV and Richmond’s major fundraising events.

Our Habitats & Heritage, News Events and Opportunities for individuals newsletter has 3,294 active subscriptions and has sustained an opening rate of 40%, meaning around 1,000 people are reading our news. We also send news and events to our 108 supporters.

Events to raise funds are also opportunities to engage people in the aims and work of the charity. We ran a popular Plant Sale in the grounds of Grove Gardens Chapel and our Secret Art Sale brought in more than five hundred entries, providing an opportunity for artists of all ages and abilities to celebrate and reflect on the challenges to our environment.

The charity has been privileged to be one of two Richmond Mayoral charities over the mayoral years 2020-2021 and 2021-2022. Awareness and fundraising events are organised by the Mayor’s support team, these including; talks by Prof Alexandre Antonelli, Director of Science at Kew Gardens, garden parties at local stately homes, quiz nights, orchestra nights and Thames boat trips. Funds raised will be awarded in the fiscal year 20222023. These events were extremely beneficial in raising the profile of the recently merged charity in 2020-2021, for which we are hugely grateful.

Green Drinks

We continue to hold this monthly local social for people involved or interested in the environment as a way of networking, sharing knowledge and good practice as well as galvanising ideas for future collaborations.

Talks

We have presented to The Richmond Society and the Mortlake with East Sheen Society

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Habitats & Heritage Annual Report and Accounts 2021-22

Collaborations

and our Chief Executive is part of their Advisory Group.

Kickstart

Sarah Olney, MP for Richmond Park

The charity seeks to collaborate with a variety of other organisations, businesses, public sector bodies and local people to achieve its aims.

Grimwood Road Garden Site

The charity participated in the Government’s Kickstart scheme securing funding for four Kickstart staff. With the support from regular staff, the Kickstart team organised and ran five nature themed events in Marble Hill Park as well as supporting colleagues with corporate volunteering days and other events. During the scheme James Beagley secured work following his passion to get into making nature documentaries and following the end of the Kickstart scheme, we kept on Lucy Smale as Conservation Assistant and Alfi Allman was recruited as a Ranger at Marble Hill by English Heritage.

We worked with the London Borough of Richmond-upon-Thames, local organisations and neighbours to help find a new use for a disused community garden in Twickenham. Groups have begun to form partnerships to create a sustainable future for this valuable resource.

Feel Good & Grow

We worked with this new organisation to help them secure and hold funding so they could set up a group for people with dementia and their carers, delivering activities at the ETNA Community Centre (where Habitats & Heritage is also based).

Let’s Go Outside and Learn (LGOAL)

We have continued to work closely and collaboratively with our long standing partners at LGOAL. The range of projects has included the Smarter Water Catchment for the Crane catchment corridor and widening participation in parks and friends’ groups from more diverse audiences.

Crane Valley CIC

This new community interest company was established to take over the hosting of the Crane Valley Partnership in 2021 and also be a key player in the Smarter Water Catchment project. The charity has supported their set up

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Habitats & Heritage Annual Report and Accounts 2021-22

2021-22 Highlights

We welcomed over 150 visitors to our heritage sites for Open House London

Over 250 people visited Grade II* Kilmorey Mausoleum

We engaged 110 young volunteers who contributed 925 hours of practical nature conservation

Working with the Mortlake with East Sheen Society we have welcomed over 470 pupils to St Leonard's Air Raid Shelter to learn more about local WW2 history

We now have 21 Green Hubs across south and west London, creating green corridors for wildlife to thrive

We have helped more than 350 people save an estimated £30,000 per year on energy bills through advice and home visits.

Over 1,000 people across the borough participated in Richmond Climate Week

332 pieces of art were sold at our Secret Art Sale, making it the most successful to date

Over 600 wildlife-friendly plants were purchased at our Plant Sale for Wildlife

We've supported the formation of Friends of Parks groups and supported existing ones with advice, fundraising and training

We lent our litter picking equipment to different volunteer groups and individuals across Richmond who organised more than 15 sessions, helping keep the borough clean and preventing harmful plastic from going into the river

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Habitats & Heritage Annual Report and Accounts 2021-22

THANKS TO ALL OUR SUPPORTERS:

Achieving for Children (AfC) Arnold Clark Charity Be Richmond Cantor Hindson Chapman Charitable Trust Cisco Coca Cola Crane Valley CIC Crane Valley Partnership CREW Energy D S Smith Charitable Trust Dose of Nature Ealing Parks Foundation Ecclesiastical Insurance Charitable Fund Edward Stannard Energy Saving Trust English Heritage (Marble Hill) ETNA Community Centre Father Thames Trust Feel Good and Grow Active Richmond Friends of Kneller Gardens Friends of the River Crane Environment Geoff Acton and Eileen McManus, The Mayor and Mayor Consort (2020-2022), London Borough of Richmond upon Thames Hayburn Trust Heathrow Community Trust Historic England Independent Merton Green Spaces Forum HMRC Job Retention Scheme DWP Kickstart Scheme

Kingston Environment Forum Kingston Technology Kingston Voluntary Action Let's Go Outside & Learn London Borough of Hounslow London Borough of Merton London Borough of Richmond upon Thames London Friends of Green Spaces Network Merton Climate Action Group Mortlake and East Sheen Society (MESS) Multicultural Richmond Pamela Fleming Parks for London People’s Postcode Lottery Redington Ltd Richmond Biodiversity Partnership Richmond Council for Voluntary Service (Richmond CVS) Royal Borough of Kingston upon Thames St Margaret's Fair Charity Stefania Horne Thames Landscape Strategy Thames Water The Conservation Volunteers (TCV) Wild Minds Project

Thanks also to many individual sponsors and donors to our projects and general work.

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Habitats & Heritage Annual Report and Accounts 2021-22

FINANCIAL REVIEW

Principal funding sources

The principal sources of funding during the year 2021-22 were: (1) grants awarded to Habitats & Heritage to carry out work which is in accordance with its objects and (2) donations from members of the public through subscription and fund-raising events.

In 2021-22 grants were given by Historic England, the London Borough of Richmond upon Thames, the Energy Saving Trust and many other donors listed in the Annual Report in this document. The Trustees are very grateful to these organisations and individuals for their support.

Funds in deficit

There were no funds in deficit at the end of the accounting year.

Investment policy and objectives

Habitats & Heritage does not have significant funds to invest and funds above those needed to deal with day to day transactions are kept on bank deposit.

Funds held as custodian for others

Habitats & Heritage does not hold any funds as custodian for others.

Reserves Policy

H&H aims to hold sufficient funds to ensure that Habitats & Heritage can meet its obligations. We aim to build reserves of unrestricted funds sufficient for at least three months of core costs (i.e. other than specific projects) in addition to closing down costs. In 2021/22 the target was £60,000.

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Habitats & Heritage Annual Report and Accounts 2021-22

GOVERNANCE AND MANAGEMENT

Governing document

Habitats & Heritage is a company limited by guarantee and a registered charity governed by its Memorandum and Articles of Association.

History of Habitats & Heritage

Habitats & Heritage was set up to promote sustainable development mainly in South West London and to foster partnership working. The name Habitats & Heritage was adopted by South West London Environment Network (SWLEN), retaining the company and charity numbers and registering changes to the Articles of Association. SWLEN became a registered Company and Charity in 2010-11. The Articles of Association were amended by special resolution on 25th November 2020. In 2020-21 Habitats & Heritage assumed responsibility for all assets and liabilities of Environment Trust, which deregistered as a Company and Charity during 2021-22.

Recruitment and appointment of new Trustees

The Trustee Board of Habitats & Heritage is made up of a minimum of five and a maximum of fifteen Trustees. As at 31st March 2022 there were six Trustees.

Organisational structure

The Board of Trustees governs Habitats & Heritage. The Board meets a minimum every two months and has several sub-committees overseeing aspects of the work in more detail. Day to day running of Habitats & Heritage is delegated to the Chief Executive Officer. A number of projects carry out specific activities under the management of a project leader who reports to the Chief Executive Officer.

Related Parties

The Trustees confirm that there were no transactions with related parties during the period.

Risk Management

The Trustees have a duty to identify and review the risks to which Habitats & Heritage is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud or error.

The Trustees’ strategy is to review the risks that Habitats & Heritage faces on a regular basis and to integrate risk into the strategic and business planning process. It has a risk register which is regularly reviewed by the Board.

New Trustees undergo an induction programme to brief them on their legal obligations under charity and company law, the contents of the Memorandum and Articles of Association, Annual Review and Business plans, Habitats & Heritage’s decision-making process, and its financial performance including the most recent financial statements. During this induction new Trustees meet staff, volunteers and existing Trustees of Habitats & Heritage.

.

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Habitats & Heritage Annual Report and Accounts 2021-22

DECLARATION

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

ON BEHALF OF THE BOARD

Signed

Ann Hagell, Chair and Trustee

Dated: 11th July 2022

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Habitats & Heritage Annual Report and Accounts 2021-22

INDEPENDENT EXAMINER’S REPORT

Independent examiner’s report to the trustees of Habitats & Heritage Charitable Company (‘the Company’).

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2022.

Responsibilities and basis of report

As the charity’s trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’). Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

Since the Company’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I a member of the Association of International Accountants which is one of the listed bodies. I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

I have no concerns and 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.

Signed:

Name: R Athauda, Fellow of the Association of International Accountants Address: R Athauda & Co., 306 Staines Road, Twickenham, Middx,TW2 5AS

Date: 5 September 2022

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Habitats & Heritage Annual Report and Accounts 2021-22

FINANCIAL STATEMENTS

Statement of financial activities for the year ending 31st March 2022

Notes Notes Unrestricted
funds		 Restricted
funds		 2021/22
Total funds		 2020/21
Total funds
£
£
£
£
INCOME AND ENDOWMENTS FROM:
Investment income 3 17
17
3
Incoming resources from charitable
activities
Activitiesforgenerating funds
Grants and contracts 1,4 16,529
349,871
366,400
86,107
Grants and contracts - transfer of funds
from Environment Trust		 104,953
Donations and legacies 6,001
7,500
13,501
16,473
Gift aid 754
679
1,433
729
Fund-raisingevents 17,661 20 17,681
TOTAL INCOMING RESOURCES 40,962
358,070
399,032
208,265
EXPENDITURE ON:
Charitable activities
Promote sustainable development for
the benefit of the public principally in
South West London		 5 42,300
258,504
300,804
151,156
Cost of generating funds 4,152
0
4,152
587
Support costs 22,620
4,430
27,050
Governance costs 950
-
950
1,725
TOTAL RESOURCES EXPENDED 70,022
262,934
332,956
153,468
NET INCOME/EXPENDITURE
Before transfer -29,060
95,136
66,076
54,797
Gross transfer between funds 6 25,151
-25,151
Net incoming/outgoingresources -3,909
69,985
66,076
54,797
RECONCILIATION OF FUNDS
Total funds brought forward 32,543
57,236
89,779
34,982
TOTAL FUNDS CARRIED FORWARD 28,634
127,221
155,855
89,779

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Habitats & Heritage Annual Report and Accounts 2021-22

Balance sheet at 31 March 2022
Notes Unrestricted
funds
£		 Restricted
funds
£		 2021/22
Total funds
£		 2020/21
Total funds
£
FIXED ASSETS
7
CURRENT ASSETS
Investment and leases
8
Debtors
9
Cash at bank
TOTAL CURRENT ASSETS
CURRENT LIABILITIES
Creditors:
Amounts falling due
within one year
10
Deferred income
NET CURRENT ASSETS
NET TOTAL ASSETS
FUNDS
UNRESTRICTED FUNDS
RESTRICTED FUNDS
TOTAL FUNDS		 801
801
1,476
10
0
10
20
493
4,161
4,654
3,057
29,893
128,278
158,171
133,765
30,396
132,439
162,835
136,842
2,563
5,218
7,781
5,742
42,797
27,833
127,221
155,054
88,303
28,634
127,221
155,855
89,779
28,634
28,634
32,543
127,221
127,221
57,236
28,634
127,221
155,855
89,779

19

Habitats & Heritage Annual Report and Accounts 2021-22

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31[st] March 2022.

The Trustees have not required the charitable company to obtain an audit of its financial statements for the year ended 31[st] March 2022 in accordance with Section 476 of the Companies Act 2006.

The Trustees acknowledge their responsibilities for:

(a) ensuring that the charitable company keeps accounting records that comply with the Sections 386 and 387 of the Companies Act 2006; and

(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements so far as applicable to the charitable company.

These financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small charitable companies and with the Financial Reporting Standard 102 (FRS102). The company therefore claims exemption from preparing a cash flow statement.

The financial statements were approved by the Board of Trustees on the 11[th] July 2022 and were signed on its behalf by:

Ann Hagell Chair &Trustee

Saima Habib

Treasurer & Trustee

20

Habitats & Heritage Annual Report and Accounts 2021-22

Notes to the Financial Statements for the year ending 31st March 2022

1. ACCOUNTING POLICIES

Accounting convention

The financial statements have been prepared under the historical cost convention and in accordance with the Companies Act 2006 and the Statement of Recommended Practice for Accounting and Reporting by Charities (2019).

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the Charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

One work of art valued at £800 is capitalised and expected not to depreciate. Other assets valued at less than £2,000 are not capitalised. Assets worth £2,000 or more are depreciated over the useful lifetime of the asset.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds may be used in accordance with the charitable objectives at the discretion of the Trustees.

Restricted funds may only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for a particular restricted purpose. Restricted funds were transferred from Environment Trust with the consent of funders and with the obligation to use the funds for the specified purpose.

Funds are detailed by name in the notes to the Financial Statements. See ‘Movement in Funds’ on page 23

Hire purchase and leasing commitments

Rentals paid under operating leases are charged to the statement of financial activities on a straight line basis over the period of the lease.

2. TRUSTEES REMUNERATION AND BENEFITS

Trustees’ Expenses

No Trustees were paid expenses during the year.

3. INVESTMENT INCOME

4. 2021/22
2020/21
Bank account interest
£
17
£
3
INCOMING FUNDS
Grants and Contracts
2021/22
2020/21
Totalgrants
£
366,400
£
191,060

21

Habitats & Heritage Annual Report and Accounts 2021-22

Grants in 2020/21 included £104,953 transfer of funds from Environment Trust. The two largest grants in 2021/22 were:

5. EXPENDITURE ON CHARITABLE ACTIVITIES

Staff numbers 2021/22
2020/21
Average headcount 12
6
Full time equivalent 8.4
3.6
Consultancy andpayments to other organisations 2021/22 2020/21
CREW Energy SWLEAPproject:part costs £ 18,041 £ 0
Friends of Kneller Gardens Crowd-fundingcampaign £ 5,587 £ 0
Re: Grove Gardens Chapel Buildinginspection £ 2,025 £ 1,080
Other £ 4,022 £ 8,145
TOTAL £ 29,675 £ 9,225

6.

TRANSFERS OF FUNDS

Net transfers from Restricted to Unrestricted Funds were £25,151, as detailed in Movement of Funds table p 21. Reasons for transfers were: agreed Full Cost Recovery with funders; supporting deficit of Restricted Fund; surplus funds from projects completed to satisfaction of funders; and ring-fencing of general funds for restricted activities.

7.

FIXED ASSETS

One work of art valued at £800 is capitalised and is expected not to depreciate.

8.

INVESTMENT AND LEASES

The long term lease of Grove Gardens Chapel is valued at £10. In 2021/22 shares in South West London Environment Network Social Enterprise (SWLEN SE) valued at £10 were written off because the Company is no longer active and there was no expectation of realising the value.

9. DEBTORS – AMOUNTS FALLING DUE WITHIN ONE YEAR

2021/22 2020/21
Prepayments £ 2,399 £ 2,127
Sundrydebtors £ 2,254 £ 930
Total £ 4,653 £ 3,057

In 2021/22 debt of £200 from SWLEN SE was written off because the Company is no longer active and there was no expectation of recovering the sum owed.

10. CREDITORS – AMOUNTS FALLING DUE WITHIN ONE YEAR

2021/22 2020/21
Independent Examination Fee £ 950 £ 1,725
Deferred Income £ 0 £ 42,797
Other creditors £ 6,831 £ 4,017
Total £ 7,781 £ 48,539

22

MOVEMENT IN FUNDS

£ OPENING
BALANCE
1/4/2021		 INCOMING
RESOURCES		 RESOURCES
EXPENDED		 TRANSFER
OF FUNDS		 MOVEMENT
IN YEAR		 CLOSING
BALANCE
31/3/2022
UNRESTRICTED FUNDS
FIXED ASSETS 1,476 0 675 0 -675 801
SHARES & LEASE 20 0 10 0 -10 10
GENERAL FUNDS 11,903 32,479 65,783 33,047 -257 11,646
CORPORATE VOLUNTEERING: DESIGNATED 11,798 7,933 3,554 0 4,379 16,177
BURTON BICENTENARY: DESIGNATED 7,346 550 0 -7,896 -7,346 0
UNRESTRICTED TOTAL 32,543 40,962 70,022 25,151 -3,909 28,634
RESTRICTED
RICHMOND PARKS 3,005 58,055 42,027 -17,280 -1,252 1,753
RICHMOND AND EALING ENERGY 2,514 401 1,155 -1,760 -2,514 0
L B RICHMOND COVID FUND 2,518 0 0 0 0 2,518
HOUNSLOW PARKS 1,330 0 1,025 0 -1,025 305
DONKEY WOOD AND BRAZIL MILL 5,003 0 1,850 0 -1,850 3,153
EALING AWARDS FOR ALL 2,467 0 2,754 287 -2,467 0
BURTON'S TOMB 3,168 1,674 0 8,232 9,906 13,074
HISTORIC ENGLAND: CAPACITY 159 76,510 61,919 -1,040 13,551 13,710
THAMES EYOT BOAT HOUSE 1,121 2,072 0 -3,193 -1,121 0
GREEN HUBS POSTCODE LOTTERY 0 15,289 5,748 0 9,541 9,541
BE RICHMOND 500 9,400 3,633 0 5,767 6,267
BIODIVERSITY SURVEY 2,390 0 0 0 0 2,390
VINEYARD PASSAGE BURIAL GROUND 4,605 100 383 0 -283 4,322
GROVE GARDENS CHAPEL RESTORATION 11,632 0 4,140 0 -4,140 7,492
MARLOW CRESCENT 9,500 0 0 0 0 9,500
SWIMATHON FOR WATER VOLES 1,762 0 0 -1,762 -1,762 0
KITCHEN GARDEN MARBLE HILL 491 0 0 -491 -491 0
MOATED MANOR CO-OP FUNDS 1,667 0 0 0 0 1,667
KINGSTON GREEN INFRASTRUCTURE 500 0 0 0 0 500
SURBITON STREAM THAMES WATER 2,500 0 0 0 0 2,500
NATIONAL LOTTERY RESILIENCE 404 0 0 -404 -404 0
ST LEONARDS COURT AIR RAID SHELTER 0 579 0 0 579 579
GREEN HUBS LB RICHMOND-UPON-THAMES 0 29,940 12,719 0 17,221 17,221
D S SMITH 0 3,000 0 0 3,000 3,000
SWLEAP ENERGY 0 32,737 33,115 1,760 1,382 1,382
2021 CLIMATE WEEK 0 29,413 22,966 -3,854 2,593 2,593
KNELLER GARDENS 0 5,846 5,587 -259 0 0
GRIMWOOD ROAD 0 9,500 7,525 0 1,975 1,975
KICKSTART 0 21,727 21,201 0 526 526
TLS REWILDING ARCADIA 0 22,941 18,428 -2,294 2,219 2,219
FEEL GOOD & GROW ACTIVE RICHMOND 0 5,000 2,542 0 2,458 2,458
SWC CRANE 0 15,540 11,963 -3,093 484 484
KINGSTON BIODIVERSITY ACTION PLAN 0 2,254 2,254 0 0 0
L B MERTON 0 16,092 0 0 16,092 16,092
RESTRICTED TOTAL 57,236 358,070 262,934 -25,151 69,985 127,221
TOTAL FUNDS 89,779 399,032 332,956 0 66,076 155,855

23 Habitats & Heritage Annual Report and Accounts 2021-22

INCOME AND EXPENDITURE ACCOUNT

Detailed statement of financial
activities 2021/22 £		 2021/22
Unrestricted
Funds		 2021/22
Restricted
Funds		 2021/22 Total 2020/21
Total
INCOMING RESOURCES
Investment Income
Bank interest 17 17 3
Activities forgenerating funds
Grants and contracts 16,529 349,871 366,400 86,107
Grants and contracts - transfer of
funds from Environment Trust		 - - - 104,953
Donations and legacies 6,001 7,500 13,501 16,473
Gift Aid 754 679 1,433 729
Fundraisingevents 17,661 20 17,681 -
TOTAL INCOMING RESOURCES 40,962 358,070 399,032 208,265
RESOURCES EXPENDED
Charitable Activities
Salaries and NI Costs 40,359 207,889 248,248 113,446
Consultancyandgrantsgiven - 29,675 29,675 9,225
Project purchases and miscellaneous
costs		 274 15,423 15,697 9,926
Subscriptions 756 950 1,706 501
Travel,subsistence and training - 3,614 3,614 175
Sundry project costs 26 953 979 1,928
Depreciation 885 - 885 675
Total Charitable Activities 42,300 258,504 300,804 135,876
Support Costs
Salaries allocated to support costs 5,766 - 5,766 -
Office Costs 3,511 405 3,916 1,013
Insurance 3,112 635 3,747 874
Rent 4,447 2,482 6,929 4,181
Telephone and internet 800 341 1,141 2,223
Travel,subsistence and training 574 - 574 -
Website and IT 4,410 567 4,977 6,220
Book-keeping - - - 769
Total Support Costs 22,620 4,430 27,050 15,280
Cost of Generating Funds
Fund raisingcosts 4,152 - 4,152 587
Total Cost of Generating Funds 4,152 - 4,152 587
Governance Costs
Independent Examiner's Fees 950 - 950 1,725
Total Governance Costs 950 - 950 1,725
TOTAL RESOURCES EXPENDED 70,022 262,934 332,956 153,468
Net Income before Fund Transfers - 29,060 95,136 66,076 54,797
Fund Transfers 25,151 - 25,151 -
Net Income after Fund Transfers -3,909 69,985 66,076 54,797

24 Habitats & Heritage Annual Report and Accounts 2021-22