Annual Report 2020 Chartered Institute of Registered Charity 1159140 HorticuLture 1 ## **President’s Welcome** On behalf of the Trustees it is my pleasure to introduce you to our Annual Report for 2020. The year of 2020 will be a year noted in history. The COVID 19 pandemic appeared and expressed itself fully in all communities and countries and affected horticulture production, maintenance and sales throughout all of our membership regions. We developed a resilience to the situation, re-grouped and continued to provide a member service throughout the year. Meetings moved online and our service was uninterrupted throughout the year. In fact, we have now discovered more efficient ways of working that will continue beyond lockdowns. My thanks to the British Growers Association for their continued provision of secretariat services. The composition of our Council Membership continues to evolve and, I am delighted to report that new Trustees have joined Council to provide a full and complete representation of all the fields of Horticulture as outlined in our Chartered status. The Council of Trustees meet twice a year to provide and identify industry insights, trends and strategic direction to the Management Board. The Chartered Institute of Horticulture is in good fiscal and membership health, and it is ready to develop further in 2021. My sincere thanks to all members who have contributed to the success of this Chartered Institute in 2020 and in particular my thanks to the Management Board. It has been my privilege to be your President these last two years and I hope the momentum gained in this period, will provide sufficient positive traction for years to come. I commend this annual report to all members. ## **Gerald Bonner CHort FCIHort, President** ## Contents **President’s Welcome** .......................................................................................................... 1 **Objective 1 -** To promote the profession of horticulture and the professionalism of those working in the industry ........................................................................................................... 2 **Objective 2 -** To act as an authoritative body; consulting with Government and other policy making bodies on matters of interest or concern to professional horticulturists ....................... 3 **Objective 3 -** To confer recognised status upon professionally qualified and experienced horticulturists .......................................................................................................................... 4 **List of Chartered Horticulturists** ....................................................................................... 5 **Objective 4 -** To promote educational and training opportunities and encourage the development of all disciplines within horticulture ................................................................... 6 Autumn Webinar Series 2020 .......................................................................................... 7 **Objective 5 -** To co-operate with other bodies on matters of common concern.................. 8 **Objective 6 -** To disseminate information on matters affecting the profession and provide opportunities for discussion amongst horticulturists ................................................................. 9 **Organisation & Governance** ............................................................................................ 10 **Council of Trustees** ........................................................................................................ 10 **Regional Branches** ............................................................................................................ 11 **Branch Updates** ............................................................................................................. 11 **Honorary Treasurer’s Report** ............................................................................................. 14 ANNUAL REPORT 2020 2 ## **Objective 1 - To promote the profession of horticulture and the professionalism of those working in the industry** As the professional body for Horticulture, we represent members across all disciplines of our industry. We are committed to promoting horticulture as a valued profession and are challenged with altering perceptions of what horticulture represents. The breadth of horticulture practices such as landscaping, education, research, amenity, food and ornamental plant production demonstrates the importance and value of Horticulture. Ornamental horticulture and landscaping in the UK contributed an estimated £24.2 billion to national GDP in 2017.[ †] We value the importance of having a relevant and current knowledge base and promote professional development through our CPD and chartership programs. Through an ongoing commitment to CPD members take ownership of the development of their technical and professional skills. We are in the process of finalising our “Introduction to Horticulture” module with Reading University as part of our expanded CPD offering. This will enable new entrants to the sector to gain a recognised qualification whilst working in the industry. Events of 2020 have required us to adjust our usual ways of working with the introduction of online events including our webinar series. Additionally, the Scotland branch successfully ran a Grow Careers event online; bringing together colleges, employers, and students. Through these events we have showcased the high standard of professionalism found in our industry. We value the contributions of our Student members who are the future of the industry. They are encouraged to become involved at branch level with many branches having active student representatives. The Young Horticulturist of The Year Competition (YHoY) provides a platform to highlight upcoming horticultural talent. The YHoY Action Group and Regional Organisers have developed the competition into one of the Institute’s flagship events, attracting sponsorship from the Percy Thrower Bursary and Shropshire Horticultural Society. We are working with partnership organisations to promote education and training to enable new entrants to build successful careers in horticulture. By responding and adapting to changes in the industry, we will ensure that we have a strong and stable future. ## **Susan Nicholas FCIHort** ## **Vice President Chair, Management Board** ## **Young Horticulturist of the Year 2020** 2020 started positively with the opening round of the competition; the ‘heats’ being completed by the end of February with dates in the diary for Regional Finals across March and April. However, with the announcement of the lockdown in late March only three of the branches were able to complete their Regional Finals. Regional Organisers and the YHoY Action Group researched the alternative options however, with the ongoing restrictions it was acknowledged that hosting the Grand Final in person at RBGE Logan was not going to be possible. The Action Group felt that in order to maintain the integratory and prestige of the competition it would be better to cancel than put faith in untested solutions which may not have offered parity of fairness for all competitors. A decision supported by the Management board and our primary sponsor; The Percy Thrower Trust. Looking forward to 2021, the YHoY Action Group have embraced the opportunity to look at the competition as a whole, to develop it and move forward. A new online ‘Round 1’ will replace the previous ‘heats’ which has involved much hard work on behalf of the Regional Organisers to adapt questions to the new style. A lot of work has gone into the IT side of setting this up and I would like to thank all of the Action Group for their work on this. **Victoria George MCIHort, YHoY National Organiser** ANNUAL REPORT 2020 † The economic impact of ornamental horticulture and landscaping in the UK. October 2018 – Report for the Ornamental Horticulture Round Table Group 3 ## **Objective 2 - To act as an authoritative body; consulting with Government and other policy making bodies on matters of interest or concern to professional horticulturists** The combined interests of horticulturists are represented by the CIH on a range of industry and cross-sector bodies. Most recently the CIH has representation on The Institute of Agriculture & Horticulture forum (TIAH) where we continue to assist with developmental knowledge of Chartership and the importance of CPD. We are also ensuring that a clear definition of the broad church of horticulture is fully understood. In addition, we also provide member support to the Land Settlement Association (LSA) and contribute to the LSA Fellow selection process. We support LSA Fellows to attend our AGM and Annual Conference, as a way further developing this inspiring group of young people. We also participate in the Parks Forum and hope to provide more channels for the development of this important body within the CIH. Supporting the area of ‘Public Green’ is a key area of development for our Institute. We also contribute towards the dialogue of the Institute for Apprenticeships and Technical Education (IFATE), this is a government body managing both major streams of Horticulture Education. Finally, we also continue to support the valuable work of the Ornamental Horticulture Round Table employment group. In 2020 the Past Presidents met for the first time; this was a very rewarding inaugural meeting. The meeting is chaired by the President and attended by some ten past presidents going back to 1990. The Past Presidents are responsible for the appointment of the Vice President and the Chartered Institute of Horticulture Award that is granted to 50 Horticulturists of note. ## **Gerald Bonner CHort FCIHort, President** ## **Scotland Grow Careers Event** This year’s event went virtual! A program of four successive afternoon sessions saw 400 horticulture students register to take part, the event was live-streamed in to many college classrooms and a wider audience also viewed the proceedings in their own time via catch-up. - **Day 1** Chaired by George Anderson began with Sharon Loving, Vice president Longwood Gardens offering an insight from the world’s finest display garden. Henry McBeath followed providing a student’s experience at Longwood. Chris Moncrieff – Head of Horticultural Relations at the RHS ended the session, providing information on RHS Bursary opportunities - **Day 2** saw Kirsty Wilson in the chair and the premier of Lantra Scotland’s Horticultural careers video featuring comedian Jim Smith. This was followed by five excellent presentations from inspiring horticulturists. Tim Turnbull (Crathes Castle Garden), Will Hinchliffe (RBGE), Kenny Steven (Holyrood Palace), Sallie Sillars (Horatio’s Garden) and Cameron Tasker who updated us on his career from ‘Down Under’. - **Day 3** Professor Gerry Saddler - Chief Plant Health Officer for Scotland & Head of SASA presented a talk entitled ‘Plant Health-Threats and Challenges A Scottish Perspective in The International Year of Plant Health’’ in a session chaired by RBGE’s David Knott CHort FCIHort. - **Day 4** concluded proceedings with Howard Grey & Hannah Cook from Blue Green Urban offering their perspective on best practice for urban tree planting. Chris Collins chaired the session offering a look ahead to next year. The global potential of the event, with presentations from the USA and Australia and participants joining us from France, Bermuda and the USA opens the possibility of future international collaborations. Exposing our horticulturists to opportunities abroad without the expense of travel. **George Gilchrist FCIHort, CIH Council Member** ANNUAL REPORT 2020 4 ## **Objective 3 - To confer recognised status upon professionally qualified and experienced horticulturists** The CIH has a valuable role in recognising and promoting professional and experienced horticulturists. Indeed, these individuals and their skills are essential to the horticulture sector if it is to meet the global challenges it faces. Becoming a Chartered Horticulturist (CHort) continues to be the ultimate achievement as a horticultural professional; demonstrating expertise, integrity and a commitment to maintaining one’s own learning through continuing professional development. More routes to Chartership continue to be developed, the conventional application process whereby members reflect on their career and provide evidence of how they have satisfied the Chartership criteria now being well established. However, we also recognise the valuable transferable skills brought to the industry by career changers. To further develop this career route we are developing the “Introduction to Horticulture” taught module with Reading University, this will enable those individuals with existing skills to quickly develop their understanding of contemporary issues in horticulture. Members are encouraged to routinely assess their skills and professionalism using the newly adopted and adapted Competence Framework developed by the European Institute of Innovation and Technology (EIT). This framework aims to develop entrepreneurship, in the context of new methods, technology and approaches needed for the industry to continue to adjust to a changing world (for example, climate change) and values (for example, sustainable systems). Here, personal achievements can be mapped across eight technical abilities at four levels of proficiency to determine areas of strength and where further development might be desirable. As such, the framework, enables reflection on their own progress and where CPD may be beneficial, for recognition and to develop their own careers towards Chartership. The CIH continues to honour individuals with a range of accolades available. In 2020 Council were pleased to endorse several nominations for Fellowship of the CIH in recognition of outstanding contribution to the horticulture industry. New Fellows include Ted Smith FCIHort and George Gilchrist FCIHort in recognition of their experience and efforts in promoting horticulture. Additionally, the Ireland Branch nominated Dr Caroline ElliotKingston CHort FCIHort in recognition of her distinguished academic achievements. The President’s Award is awarded to an individual by the President for their outstanding contribution to the industry. In 2020 the award was presented to Barbara Segall CHort FCIHort in recognition of her longstanding commitment to the Institute in her role as Editor of _The Horticulturist_ . ## **Dr David Elphinstone MCIHort, Chair of Education Committee** ## **New Chartered Horticulturists in 2020** Adam Blunt CHort MCIHort Franziska Cheeseman CHort MCIHort Michael Higgins CHort MCIHort Donal Kearney CHort MCIHort Ciaran Keaveny CHort MCIHort ANNUAL REPORT 2020 5 ## **List of Chartered Horticulturists** David Adlam CHort FCIHort Tom Angel CHort MCIHort Steve Arnold CHort MCIHort Ian Barnes CHort MCIHort Sue Barnes CHort MCIHort Heather Barrett-Mold CHort FCIHort Matthew Bartlett CHort MCIHort Peter Beagan CHort MCIHort Roger Beauchamp CHort FCIHort Stephen Bernhard CHort FCIHort Adam Blunt CHort MCIHort Gerald Bonner CHort FCIHort Stefan Buczacki CHort FCIHort Sarah Byrne CHort MCIHort Franziska Cheeseman CHort MCIHort Brian Cheng CHort MCIHort Mark Chester CHort MCIHort Christine Ching CHort MCIHort Andrew Cotterill CHort MCIHort Brian Crane CHort FCIHort Joseph Croke CHort MCIHort Kenneth Crowther CHort MCIHort Steven Cuthill CHort MCIHort Stephen Davies CHort FCIHort Geoffrey Deeble CHort MCIHort Steven Desmond CHort FCIHort David Domoney CHort FCIHort Owen Doyle CHort FCIHort Gordon Eastham CHort MCIHort Gerald Edwards CHort MCIHort Caroline Elliott-Kingston CHort FCIHort Mark Evison CHort MCIHort Anna Eyres CHort FCIHort Andrew Fisher Tomlin CHort MCIHort Emanuel Flecken CHort MCIHort Marcus Forster CHort MCIHort Edward Freeman CHort MCIHort Charles Funke CHort FCIHort Declan Gallagher CHort MCIHort Antony Geddes CHort MCIHort Malcolm Giles CHort FCIHort Carol Gordon-Alleyne CHort MCIHort Frank Gordon-Alleyne CHort MCIHort David Gregory CHort MCIHort Gareth Hardware CHort MCIHort Samantha Harvey CHort MCIHort Frank Hawkins CHort MCIHort Dorothy Hayden CHort MCIHort Patrick Hegarty CHort MCIHort Michael Higgins CHort MCIHort Simon Higson CHort MCIHort Colin Hindmarch CHort FCIHort Elaine Hughes CHort MCIHort Theresa Huxley CHort FCIHort William Watkins CHort FCIHort John Weir CHort FCIHort Claire Woods CHort FCIHort Simon Jones CHort MCIHort Donal Kearney CHort MCIHort Ciaran Keaveny CHort MCIHort Miranda Kingston CHort MCIHort David Knott CHort FCIHort Charalambos Kordatos CHort FCIHort Andy Lambie CHort MCIHort Martin Latimer CHort FCIHort Ching Lau CHort MCIHort Man Leung CHort MCIHort Hoi Chi Li CHort MCIHort Miaw Lim CHort MCIHort Patrick Loh CHort MCIHort Gerald Luckhurst CHort MCIHort Andrew Maskell CHort MCIHort Glynis Maynard-Bligouras CHort FCIHort Valerie McBride-Munro CHort MCIHort Stephen McCallum CHort MCIHort Ian McDermott CHort MCIHort Bryony Mills CHort MCIHort Susan Minter CHort FCIHort Paul Mooney CHort MCIHort Leigh Morris CHort FCIHort Richard Morton CHort MCIHort Harold Mycock CHort MCIHort John Nicholls CHort MCIHort Margaret Norton CHort FCIHort Roger Notcutt CHort MCIHort Clive Parker CHort FCIHort Mark Pollard CHort MCIHort Andrew Prestt CHort MCIHort Colin Quinney CHort MCIHort David Richardson CHort FCIHort James Robinson CHort MCIHort Barbara Segall CHort FCIHort Helen Sessions CHort MCIHort Mark Shaw CHort MCIHort Bernard Sheridan CHort MCIHort John Shropshire CHort FCIHort William Simpson CHort (Rtd) FCIHort Francis Squires CHort MCIHort Paul Stacey CHort MCIHort Lynn Stevens CHort FCIHort John Taylor CHort FCIHort Nigel Taylor CHort MCIHort Duncan Thomas CHort MCIHort Kelly Thompson CHort MCIHort George Thorburn CHort MCIHort Nigel Thorne CHort FCIHort Stanley TSUI Ka Hing CHort MCIHort Keith Vernon CHort FCIHort Michael Walker CHort FCIHort Richard Wassell CHort MCIHort Samuel Youd CHort FCIHort Ching-tin Yu CHort MCIHort ANNUAL REPORT 2020 6 ## **Objective 4 - To promote educational and training opportunities and encourage the development of all disciplines within horticulture** The Institute continues to offer a broad range of continuing professional development opportunities for horticulturists in all sectors of the industry. Our regional program of branch visits remains a much-valued cornerstone of this offering. Branch visits to nurseries, gardens, farms and research establishments were sadly suspended as a result of pandemic restrictions, none-the-less several successful visits were held in the early part of 2020: the West Midlands & South Wales Branch visited Benthall Hall in Shropshire for a study tour of the crocus collection. The North West Branch visited Treborth Botanic Garden, enjoying a tour of greenhouses and gardens, before exploring a stretch of the Wales Coastal Path on the Menai Strait. The Eastern Branch visited G’S growers in Cambridgeshire for a guided tour of the production facilities and to discuss their work in developing talent and regenerative practices. In order to maintain our training opportunities, the institute adapted and launched an online series of lectures in August 2020: The Autumn Webinar Series. Developed with suggestions for speakers from Branches to showcase the range of exciting horticultural projects and developments, the series consisted of 13 individual events, and was well received by members who would normally struggle to physically attend branch activities or conferences. All the events were free to access and were open to non-members allowing the series to also serve as a useful means for raising the profile of our profession to the general public while also serving as a useful shopwindow for potential members to join our community. In terms of reach and exposure, the series saw a combined total of 1642 individual registrations via the CIH website. To date the recordings on the CIH website have been viewed a further 1500 times. _Members at G's Fresh (Photo K. Harper)._ ## **Eastern Branch Visit to G’s** Members visited the Barway headquarters of J. B. Shropshire & Sons, known as G’s in February 2020, kindly hosted by John Shropshire OBE CHort FCIHort. They day started with a presentation by John on the history of the company and its development from the 1950’s to the present day; covering their key operations in the UK, Spain, Eastern Europe, and Africa. Matt Price; Head of Learning and Development spoke to members regarding their pioneering management development scheme which provides a two-year graduate training program including placements in the commercial, technical and operations teams as well as hands-on growing. Sustainability and conservation are major considerations for modern growers, members viewed the extensive measures implemented onsite at Barway designed to increase habitat for wildlife, in turn offering natural pest control. After lunch (featuring many of G’s products!) members toured the young plant nursery site ‘Second Willows’ which produces an impressive 130 million celery and lettuce plants every year in an almost completely automated process. Finally members moved onto May Farm which is G’s principal mushroom farm producing 160 tonnes of mushrooms per week! **Kristopher Harper MCIHort, Eastern Branch Chair** ANNUAL REPORT 2020 7 _NW&NW Branch at Treborth Botanic Garden (Photo R. Mackey)_ ## **North West & North Wales Branch visit to Treborth Botanic Gardens** In March 2020 members were welcomed to Treborth Botanic Gardens by Dr Shaun Russell (Director) and Natalie Chivers (Curator). Dr Russell gave an introduction to the gardens and spoke enthusiastically about their history, its current role within the University and community and its exciting prospects for the future. Owned by Bangor University this 18ha garden encompasses 15ha of SSSI woodlands (complete with red squirrel population!) 2ha of species rich unimproved grassland and 1ha managed orchard with many mature trees and shrubs. The garden is unique in the UK in that it includes maritime coastline and records visitor numbers of approximately 25,000 each year. Members enjoyed learning about the unique flora including specimens of Hornwort, _Ceratophyllum demersum_ the world’s oldest known plant as well as _Cotoneaster cambricus_ ; this endangered low growing shrub is confined entirely to the Great Orme. **Robert Mackey MCIHort** ## **West Midlands & South Wales Branch Visit to Benthall Hall** In February members met for a guided tour of Benthall Hall gardens, a National Trust property in Shropshire. We received a very detailed and interesting account of the garden’s history by head gardener, Paul Swankey. Our visit was timed to coincide with the flowering of the crocuses, for which the garden is famed, due to the botanist George Maws beings a friend of the family. Once housed in greenhouses and carefully catalogued, the collection is now planted out and includes a number of hybrids. **Rachel Salisbury MCIHort** ## **Autumn Webinar Series 2020** The series commenced with Dr Liz Rylott from the University of York providing a fascinating insight into her research using genetically engineered plants that are capable of ‘digesting’ the explosive compounds TNT and RDX which are the main contaminants of artillery ranges and munitions works. Improving the decision-making process when selecting trees for the urban landscape was the theme explored by Dr Andy Hirons from Myerscough University Centre. By quantifying the physiological traits that make for better street trees; heat stress, drought stress etc., specification writers no longer need to rely on supplier information as their primary source of information. Garden Manager for the Shuttleworth Trust Corinne Price MCIHort gave an excellent overview of the wellbeing activities provided at the Swiss Garden in Bedfordshire. Working with local social prescribing teams they are able to offer a range of wellbeing activities such as yoga, mindfulness and tai-chi in peaceful surrounding of garden. Professor Dave Goulson from the University of Sussex one of the UK’s leading bee ecologists presented the James Bruce memorial lecture. Dave provided plenty of food for thought for improving our _WM&SW Branch members inspect the crocus at Benthall Hall (Photo L. Stevens)_ ANNUAL REPORT 2020 8 greenspaces for the benefit of pollinating insects. Head of Casework for Perennial Helen Waddington provided an overview of the services offered to horticulturists in need which now extends to ‘preventative’ measures such as resources for budgeting, managing finances and dealing with stress. We delved into the world of vertical farming and biopharmaceutical production with Professor Mick Fuller and Dr Hail Rihan from the University of Plymouth. Mick presented some promising results on how light spectrum can be manipulated to increase the production of potentially medically valuable secondary metabolites within plants. Former Institute President Professor Geoff Dixon gave an introductory plant science lecture aimed at horticulture students. The theme of education continued when we were joined by Dan Jenkins and Alex Jenkin of the Gatsby Plant Science Education Program who spoke about their work in engaging school pupils with plants in the national curriculum. Designing with exotic plants was the subject of a talk by Andrew Fisher Tomlin MCIHort in which he challenged the current practice of designing with a muted palette of native species. The series concluded with a fascinating lecture from celebrated psychiatrist Sue Stuart Smith on the theme of ‘Gardening for the mind’. While we would all prefer to be meeting in person; visiting horticultural enterprises and institutions, attending seminars and conferences, we hoped this series went some way to bringing together horticulturists, regardless of physical location in a new way of learning from each other. **Jason Daff MCIHort, Hon. Secretary** ## **Objective 5 - To co-operate with other bodies on matters of common concern** The Chartered Institute of Horticulture is proud to work with a range of horticultural charities, organisations and businesses on issues affecting the industry and our members. The Council of Trustees would like to extend their thanks to all such organisations who collaborated on projects in 2020. Regionally, Branches work with a wide array of groups in the organisation of joint events such as special-interest visits or lectures. Examples include the Ireland branch which supports the work of the Tree Council in Ireland as well as joint visits with Plant Heritage in the North West and North Wales Branch. The South West Branch are working with the South West Growers group on supporting horticulture in schools in the region. The Institute continues to offer a joint membership with the International Society of Horticulture Science and encourage more members to take up this subscription offer. We are grateful to range of businesses and organisations that contribute to supporting young horticulturists through their sponsorship of the Young Horticulturist of the Year Competition. These include: Cherry Lane Garden Centres, Adrian Stockdale, Stockbridge Technology Centre, South West Growers, Squires Garden Centres, Bord Bia and The Percy Thrower Bursary and The Shropshire Horticultural Society. Several branches have chosen to support the horticultural benevolent charity Perennial. By becoming Bronze Partners in 2020 the Eastern and South Eastern branches have directly supported horticulturists through the work of Perennial. Nationally, Perennial were invited to take part in our Autumn Webinar Series with a well-received online lecture. ANNUAL REPORT 2020 9 ## **Objective 6 - To disseminate information on matters affecting the profession and provide opportunities for discussion amongst horticulturists** Like many organisations the CIH has had to adapt our traditional face-to-face meetings to new online working solutions. This change has been embraced at all levels, with Council and Management Board meetings taking place via Zoom as well as branch committee meetings and Annual Branch Meetings. Many branches reported the success of their online meetings; they are accessible to a wider audience, negating the need for time-consuming and costly travel, in some instances vacancies on branch committees have been filled as a result. It is envisaged that in the future some level of virtual meeting will be maintained. The monthly e-horticulturist and other electronic communications remain a cornerstone of the Institute’s communication strategy, all members are invited to contribute news items, share events and highlight industry activity. Several branch chairs also publish their own regular e-newsletter, these are an excellent way of maintaining contacts locally and sharing regional developments. Our print journal _The Horticulturist_ continues to be a well-respected outlet for sharing industry developments, research and feature articles. In a new development back issues of _The Horticulturist_ are accessible through the online catalogue service JSTOR where it is hoped they will continue to contribute to the public good for years to come. Social Media is an increasingly important communication tool, our presence on Twitter, Facebook, LinkedIn, Instagram continue to increase and have been vitally important in reaching new audiences and members. Likewise branches have also been investigating ways of improving information dissemination and networking opportunities for members such as the South East Branches’ Facebook Group and Instagram presence. Another successful informal networking opportunity in 2020 was our inaugural virtual Christmas quiz, open to all CIH members. Organised by South East Branch Chair John Brannan with questions masters, David Richardson and Marie Shallcross. Members enjoyed a challenging and enjoyable evening. **The work of the Editorial Board of** _**The Horticulturist**_ Comprising of Dr Owen Doyle, Chair; Barbara Segall, Editor; Jonathan Ward; Dr David Elphinstone & Dr Eduardo Olate the board meets to agree the production schedule and content of the three issues of the journal. The journal is a key component of the CIH communications strategy and is the platform by which our Institute fulfils its mission to promote and disseminate best practice and achievement in the science, technology, education, business, and art of horticulture to all professional horticulturists. During 2020 the Journal, along with a diverse range of scientific and educational articles, featured responses by members and other horticulturists to the global pandemic. The board also initiated and delivered two key environmental objectives, one which was to replace the plastic outer postage sleeve with a compostable material and secondly to use a 100% recycled paper for the journal itself. Both these environmental initiatives were well received by readers. The board welcomes contributions from members and non-members alike but particularly from horticultural scientists. It also would welcome any feedback including comments and suggestions that members would have. A review of the layout, structure and content of the journal is planned for 2021. **Dr Owen Doyle CHort FCIHort, Chair of Editorial Board** ANNUAL REPORT 2020 10 ## **Organisation & Governance** Council, as the governing body, and trustees of the Institute as a registered Charity, is responsible for all policy decisions and actions taken by the Institute. This work is governed by the Institute’s Royal Charter, its associated Bye-laws and such policies as are deemed necessary. Council meets at least twice a year (in 2020 Council met in March and December) in order to agree and monitor progress on the Institute’s strategic objectives. The day-to-day management of the CIH is undertaken by ## **Council of Trustees** **President** : Gerald Bonner CHort FCIHort **President Elect** : Susan Nicholas FCIHort **Honorary Treasurer** : Gabriel Roe FCIHort **Honorary Secretary** : Jason Daff MCIHort **Immediate Past President** : Dr Owen Doyle CHort FCIHort **Chair of Education Committee** : Dr David Elphinstone MCIHort **Fruit Sector Representative** : James Simpson the Management Board. Invitations are circulated to members to nominate corporate members to be elected to the Council of trustees and voted on by members at the next Annual General Meeting. Consideration is made to any skills gaps present within the Council when recruiting new trustees. Trustees receive training on their legal obligations and those of the Charter and Bye-laws through use of a Trustee handbook and Charity Commission guidelines. **South West** : Saul Walker MCIHort **South East** : Angela Evans FCIHort **Eastern** : John Cappalonga MCIHort **West Midlands & South Wales** : Lynn Stevens CHort FCIHort **North West & North Wales** : Phil Pearson FCIHort **Northern** : Vacant **Scotland** : George Gilchrist FCIHort **Ireland** : Gabriel Roe FCIHort ## **Meet the Council Members** **Phil Pearson FCIHort** is the Group Development Director for the APS Group, the largest supplier of British tomatoes to the UK supermarkets. Phil is driven to improve the sustainability of tomato production, as Chairman of the Technical Committee of the British Tomato Growers’ Association. A desire to effect change has also led to work with DEFRA, (where he is a member of the Innovation and R&D Panel) and BEIS, (where he drives climate change and energy benefits for protected horticulture). Phil is also on the NFU Horticulture and Potato Board, and works very closely with AHDB and UKRI, on behalf of the British Tomato industry. **James Scripps** is the Managing Director of Adrian Scripps Ltd., rising up through the ranks from Technical Manager to Technical Director he is now responsible for whole business management and strategy. A keen passion for innovation and the introduction of technology across the business, has put Adrian Scripps Ltd. at the forefront of some of the sector’s leading developments including varietal innovation, robotic packing, controlled atmosphere storage and intensive single row orchards. He is a Freeman of the City of London and a member of the Worshipful Company of Fruiterers. **Angela Evans FCIHort** is the third generation of her family to be involved in horticulture. She joined the Chartered Institute of Horticulture 20 years ago and has contributed to the South East Branch in a variety of posts. She was Administration Manager at HQ for a time; other professional roles have included teaching and consultancy. Angela gardens at home in North London and her main horticultural interests are herbaceous perennials and propagation. She is a Liveryman of the Worshipful Company of Gardeners through which she contributes to Flowers in the City. ANNUAL REPORT 2020 11 ## **Regional Branches** Our 8 regional branches operate autonomously with a local committee and representation on the CIH Council of Trustees. Branch Officers are elected at Annual Branch Meetings. ## **Scotland** - •Chair: Tom Angel ## **Ireland** - •Vice-chair: George Gilchrist - •Membership Secretary: Fiona Sanderson - •Treasurer: Neil Woodcock - •Chair: Claire Woods - •YHoY Organiser: Victoria George - •Secretary: Michael Hagan - •Treasurer: Paul Fitters - •YHoY Organiser: Sandra Austin ## **North West & North Wales** ## **Northern** - •Chair: Vacant - •Secretary: Sue Woods - •Chair: Gareth Manning - •Secretary: Rob Mackey - •Treasurer: Derek Hargreaves - •YHoY Organiser: Graham Porter - •Treasurer: Gordon Limb - •YHoY Organiser: Rob Mackey ## **West Midlands & South Wales** - •Chair: Kelly Baker ## **Eastern** - •Vice-chair: Josh Egan-Wyer - •Secretary: Lynn Stevens - •Treasurer: Josh Egan-Wyer - •YHoY Organiser: Richard Toft - •Branch Correspondent: Rachel Salisbury - •Chair: Kristopher Harper - •Vice-chair: Ted Smith - •Secretary: Johanna Seymour Tavernor - •Treasurer: Kristopher Harper - •YHoY Organiser: Ian Roofe ## **South West** ## **South East** - •Chair: Saul Walker - •Secretary: Ian Park - •Treasurer: John Whetman - •YHoY Organiser: Chris Bird - •Branch Correpondent: Jess Evans - •Chair: John Brannan - •Secretary: Anna Eyres - •Treasurer: Bernard Farrell - •YHoY Organiser: Richard Moore - •Events coordinator: Marie Shallcross - •Branch Correspondent: Angela Evans ANNUAL REPORT 2020 12 ## **Branch Updates** ## **South West Branch** With the continuing pandemic from early 2020 much of the branch activity has been cut short, with many of our traditional events cancelled. The branch continues to be open for members to be in touch and thanks are given to the branch committee for continuing to be supportive during this disruptive time. ## **Saul Walker MCIHort, Branch Chair** engage with the membership. Zoom meetings have been utilised to disseminate information in both directions and it was noted that a number of individuals have connected with the branch who have hitherto been unable to join in with activities. We have found that the branch has coped well with the transition to electronic meetings and intend to keep working in this way. We acknowledge that we need to look into how we can engage better with the branch membership and the industry as a whole and anticipate a better year in 2021. ## **Gareth Manning FCIHort, Branch Chair** ## **Eastern Branch** Although 2020 has been a challenging year due to lockdown restrictions which have curtailed the branch’s activities, we were lucky to be able to host a very successful visit to G’s Fresh in February 2020 and our ABM in July which was held via Zoom. We have received some valuable feedback from our survey which will assist us in planning events in 2021. The branch committee have been working hard in the background to make improvements on how to engage with branch members by analysing and working on the feedback received. ## **Kristopher Harper MCIHort, Branch Chair** ## **West Midlands & South Wales Branch** We’ve had three very successful branch meetings via Zoom, including our ABM. It has enabled a greater participation in our branch activities for our committee, in fact our new chair Kelly Baker MCIHort joined our online ABM for the first time, and has since joined the committee as chair. As we transition to a new leader I’d like to thank our committee of many years for their support, and look forward to supporting Kelly in her new role. ## **Josh Egan-Wyer MCIHort, Branch Chair** ## **North West & North Wales Branch** ## **Ireland Branch** The Ireland Branch optimistically planned a series of visits for 2020 all which had to be postponed. They are looking forward to a series of virtual events in 2021 starting with an event for National Tree week in March and a virtual garden party at the end of August where members will share photographs of their own gardens or garden /horticulture visits they have made as restrictions allow. ## **Claire Woods CHort FCIHort, Branch Chair** ## **Scotland Branch** Committee meetings took place online during 2020. Whilst a big adjustment to begin with, it has proved to be an effective way of organising things. We are looking forward to a busier events calendar in 2021, as far as restrictions will allow. George Gilchrist was nominated to become a Fellow of the institute, a well-deserved accolade after many years’ dedicated service to the industry. George also established the highly successful Grow Careers event in Scotland, which has gone on to become a highlight of the institute’s national calendar. 2020 also saw new committee member Simon Jones receive his Chartership. To all members, please do get involved! If you have any suggestions or ideas for improving things then please get in touch. ## **Tom Angel CHort MCIHort, Branch Chair** Due to the extended lockdown there has been little the branch could do to fully ANNUAL REPORT 2020 13 ## **Northern Branch** Unfortunately 2020 saw both the Harrogate Spring and Autumn Shows cancelled where branch members staff the popular Gardening Advice Bureau, hopefully we will return for the Spring Essentials Show at the Yorkshire Showground, Harrogate in May 2021. Our regional final of the YHoY competition was completed before the lockdown at Askham Bryan College and was won by Harry Johnson-Firth. The branch would welcome the input of more members on the committee, if interested please get in touch. **Graham Porter FCIHort** ## **South East Branch** I would like to thank all my colleagues in the South East region, and especially those who have given much of their time to committee matters. I would also like to thank Colin Squire and his family and staff for their generosity and commitment to last year’s YHoY competition, which was sadly cut short. They continue to support the competition this year. We also extend our thanks to Gerald Bonner for his understanding and driving forward greater transparency within CIH, Jason Daff for his energy and commitment to drive us forward, Gabriel Roe for his attention to detail and work on the numbers, Rachel Kemp for her detailed and consummate admin skills and Barbara Segall for her ongoing commitment to The Horticulturist. I hope we can look forward to a better 2021, but the branch committee rose to challenges of 2020, with much resulting creativity which I am sure will be of great value in the future. _YHoY Northern Regional Finalists with CIH President Gerald Bonner (Photo G. Porter)_ ## **South East Branch Social Media Takeover** In December 2020 members of the South East Branch staged a ‘Social Media Takeover’ complementing our usual output on Twitter, Facebook, Instagram and LinkedIn with content generated by members. Marie Shallcross MCIHort, Michelle Tarling ACIHort and Richard Moore MCIHort used the takeover to showcase the diversity of horticulture amongst our members, celebrating their careers and helping to put a face to our corporate presence. For the CIH it was a success, resulting in greater interaction, more followers and helping us to connect to different demographic. Our embracing of social media has been acknowledged as vitally important in aiding our cause of raising the profile of professional horticulture, we welcome future collaborations and projects in this area. ## **John Brannan FCIHort, Branch Chair** ANNUAL REPORT 2020 14 ## **Honorary Treasurer’s Report** 2020 continued to be a good financial year for the Chartered Institute of Horticulture despite COVID-19. At year end the Institute was in a stronger financial position than at the start of the year. Income was down to £127.2K composed of membership fees of almost £123.6K which were some 9% less than 2019 and which reflects the difficulties for some members due to COVID -19, and Publications £3.6K. Expenditure was also significantly reduced at £100.8K composed of Secretariat charges of £50.5K, IT and Database £16.6K, Horticulturist £18K, YHoY heats £1.4K and final £4.2K, Auditors and Insurance £4.6K, Meetings £1.2K and Miscellaneous £4.3 K. This gave an operating surplus for the year of £26. 4K. During the year we received the David Hand Legacy of £114.7K During the year £120K was transferred to our CCLA Charities deposit fund (COIF) Account leaving a balance at the end of the year of almost £152k in this account. **----- Start of picture text -----**
Banking & Currency 2%
CIH Expenditure Meetings & Travel1%
Database &
Website
16%
Secretariat Horticulturist
(BGA) 18%
50%
Online
YHoY
Events &
5% Insurance
AGM
Branch Accountant 2% 2%
support
3%
1%
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Our investments in NFU mutual were valued at £116.7 K at the beginning of 2020 but declined during the year due to financial uncertainties but recovered in the fourth quarter to finish at £113K. In addition, we had a bank balance at the end of the year of £70.7K. This left the Institute with reserves of £335.4K at the end of 2020. Membership fees were unchanged for 2020. ## **Celebrating the Legacy of David Hand** In 2020 the CIH received a generous legacy bequeathed by longstanding member David Hand. Dr David William Hand BSc PhD CBiol FIBiol FCIHort was born in Birmingham and died in Worthing on 13 October 2017. David always supported and promoted the Institute, which he joined in 1985 and served as Honorary Treasurer from 1990 to 1993. His services to the Institute and his outstanding contribution to horticultural research led to him receiving the Institute of Horticulture Award in 2004. David was a keen horticulturist as well as an innovative and meticulous researcher who gained an international reputation for his research on the responses of plants to atmospheric gases including water and carbon dioxide, the pollutant gases of sulphur dioxide and the oxides of nitrogen. David gained an Honours Degree in Horticulture at the University of Reading before continuing with post-graduate study at the University of Nottingham where he was awarded a PhD for his research on plant water relations. David began his professional research career at the National Institute of Agricultural Engineering in Silsoe and subsequently joined the Physiology Department of the Glasshouse Crops Research Institute (GCRI) at Littlehampton in 1970. His research encompassed many aspects of horticulture including the effects of CO2 enrichment on flower production and on the growth of tomatoes, cucumbers and lettuce. David’s generous legacy to CIH will enable us to develop opportunities for our members. These include developing our CPD scheme and also the route to Chartership, including online learning modules, both of which are well on the way to being achieved. Increasing what we offer to our student members is also high on the agenda, as we value them as the leaders of our industry in the future. In life David impacted on many aspects of our industry. We are honoured that through his legacy we also will continue to make a significant contribution. **Dr Ken Cockshull FCIHort & Susan Nicholas FCIHort, Vice-President** ANNUAL REPORT 2020 15 The Management Board and Council continued to monitor income and expenditure very closely over the year with the aim of maximizing income and ensuring that the expenditure contributed to the capacity of the Institute to deliver an enhanced professional service for the membership. The full audited accounts for 2020 will be published on our web site. ## **Charitable and Public Benefit** The Charity Commission requires all charities to make an annual statement as to the way their activities benefit the public. The Institute considers that the promotion of Chartered Status provides both the horticultural industry and its members with added professional status as more members become 'Chartered Horticulturists'. The collaborative work of the Institute with key organisations ensure both the Institute and the industry has a voice on the wider stage. The Trustees are mindful of the Charity Commission Guidance on public benefit. **Bankers** HSBC Bank Plc ## **Reserves Policy** The Chartered Institute of Horticulture’s policy concerning the level of cash and investments is to have funds available to: meet liabilities as they fall due; meet emergencies and build up investments over a period with the aim of providing an additional income stream to cover its activities. The Trustee’s free reserves target, at a minimum, is to cover the full cost of operating the Institute for 3 months. The current level of free reserves held is significantly in excess of the Institute’s Reserves Policy. ## **Risk Management** The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. ## **Gabriel Roe FCIHort, Hon. Treasurer** **Independent Financial Examiner** Helen Furlong FCCA, McLintocks (NW) Limited, Wirral, Merseyside ## **Secretariat** British Growers Association Secretariat Manager: Rachel Kemp ## **Contact Details** Chartered Institute of Horticulture BGA House Nottingham Road Louth Lincolnshire LN11 0WB Telephone: 03330 050181 cih@horticulture.org.uk www.horticulture.org.uk Facebook: CIHort Twitter: @CIHort Instagram: cihort LinkedIn: Chartered Institute of Horticulture ## **Charity Registration No. 1159140** ANNUAL REPORT 2020 Charlty Reglstratlon No. 1159140 THE CHARTERED INSTITUTE OF HORTICULTURE ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 ILYII MCLINTOCKS ¢MARTERÉg ACCOUP•YANTS AND BusINess ADVISORS THE CHARTERED INSTITUTE OF HORTICULTURE STATEMENT OF TRUSTEES, RESPONSIBILITIES FOR THE YEAR ENDED 31 DECEMBER 2020 The Iruslees are responsible IDr preparing the Trustees, Report and the financial slalements in accordance wilh applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Pi8¢ts¢el. The law applicable to charities in England and Wales requires the Iruslees to prepare financial statements for each financlal year which give a true and fair view of the 8tale of affairs of the charity and of the incoming resourcès and application of re8ources of the charity for that year. In preparing these finanGlal statements. the trustees are requlred lo.. $ele¢l suitable accounting policles and then apply them consl8tenlly', observe the m8thodB and principles Sn the Charltses SORP; make judggmenls and estimates that are reasonable and prudent; stale whether applicable accounting Standards have been followèd, sublecl to any malerlal departL1￿3 dlgc105ed and explained in the flnan¢lal ¥talemenls,' and prepare the financial statement8 Dn the golng conc¢rn b931$ unlgss il 1$ InappropTlalg to pre8um8 that the charity wlll eonlSnue In ¢perallon. The Iruslee8 are re8ponslble for k8eplng sufficient accounting records that disclose wlth reascnable accuracy gt any lime the financlal poslllon of the ¢harily ind enable them lo ensure that the financial Stalemgnb ¢omply wllh the Charilles Act 2011, Ihe Charity IA¢counl8 and Reports) Regulallons 2008 and the provlsions of the trust dggd. They are also responsible for safeguarding the 8ssels of the ¢harity and hence for taking reas¢nable steps for the prevention and detection of fraud and ether irregularities. THE CHARTERED INSTITUTE OF HORTICULTURE INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE CHARTERED INSTITUTE OF HORTICULTURE I report lo the trustees on my examinatson of the fln8nclal statements of The Chartered In81ilule of Horticulture Ilhe charity} for the year ended 31 Dec8rnber 2020. Responslbllltles and ba$is of report As th& Iru8tee5 of the charity you are responsible for Ihe preparation of the flnanclal statements in accordance wllh thè requirements of the Charities Act 2011 {Ihe 2011 A¢t}. I report In regpecl of my examination of the charity's financial slalements carried gut under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commlsslon under secuon 14515}Ib} of the 2011 Act. Ind6p6nd4nt examlner's 8tat•ment Since the charity's gross income exceeded £250,000 your examiner must be a member of a bocly listed in séction 145 of the 2011 Act. I confirm that l am quallfied lo undertako the examination because l am a member Df . which ig one of the Ilsled bodies. Your altenllon 19 drawn to the fact that the charfly has PT&par•d financlal 8talemenls in acaordan¢e with Accounting and Reportlng by Charllle8 prèparing their accounts In accordance with the Flnanclal Repo￿.ng stanéard appll¢able In the UK and RepublSc of Ireland IFRS 1021 In prefer6nce to the A¢¢ounling and Reporting by CharllSes'. Slalemenl of Recommended Pra¢li¢e issued on 1 Aprll 2005 whlch Is referred lo In thè extant regulations bul has now b&en withdrawn. l undor8land thal this ha5 been done In order for finan¢i818lalemenl$ to provlde o true and fair view In accordance wllh Generally Acc8pted Ac¢ountlng Practice effecllve for repc>rtlng perlods beginning on or after 1 January 2015. I have comploled my examlnallon. I conflrm that no matteTS have come lo my attentlon in connecllon wllh the examlnallon giving me cause lo beligve that In any material respect.. accountlng records were not kept in respect of tho charlty as required by 3gcllon 130 of the 2011 Act.. of the flnan¢ial slalemenis do not accord with those recordg., or the financial slalemenls do not comply wllh the applicable requlremenl8 concerning the form and content ol a¢oounls set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair vlew which18 not g maller considered a5 part of an Independent examSnalion. I have no concern5 and have come across no other matters in connection with the examlnatlon lo which attention should be drawn in Ihl8 report in order to enable a proper underslandirsg of the financial stalemgnls to be reached. Helen Furlong FCCA M¢Linlocks INWI Limited 46 Hamilton Square Birkenhead Wirr81 Merseyside CH415AR Dated.. ..ICI :...4.: ..XI. THE CHARTERED INSTITUTE OF HORTICULTURE STATEMENT OF FINANCIALACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020 Current financlal year Unrestricted Unrestrlctéd Rastrictod Endowm•nt fund$ funds funds funds goneral d•signat¢d 2020 2020 Total Tolol 2020 2020 2020 2019 Note$ Donaliong and legacies Charitable aGlivitses Investments 238.410 4.854 611 11,566 2,625 618 250,278 7,479 1.742 141,765 30,488 2,539 513 Total income and •ndowmtnts 243,875 16,109 513 259,497 174,772 Raising funds 122 147 123 392 402 Charitable 8ellvllle$ 92,329 3.893 5,530 101,752 147,547 Total rasour¢•s expanded 92,451 4,Q40 5,530 123 102,144 147,949 Net gainslllo$3e$} on Invèslm6nls 10 11,525) 11,8571 {1,5421 14,9241 14,135 Not movomont In funds 149,899 9,212 15,5301 11,1521 152.429 40,958 Nèt m¢v¢mont In funds 149,899 9.212 {5,5301 11,152) 152,429 40,958 Fund balances al 1 January 2020 119,768 53.507 11,079 36,413 220,767 179,806 Fund balancos at 31 Dècembgr 2020 269,667 62,719 5,549 35,261 373.198 220.788 The glalemenl of financial activities includes all gains and losses recognlsed In the year. All income and expenditure d&rive from conllnuing aclivSlles. THE CHARTERED INSTITUTE OF HORTICULTURE STATEMENT OF FINANCIAL ACTIVITIES {CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Prlor financial y•ar Unr¥Btricted Unrostrlctod Rastrictod Endowment fund$ fund¥ fund5 funds g8n8rn1 d•8lgnat•d 2019 2019 Total 2019 2019 2019 Nota$ Donations and legacies Charitable acllvilies Investments 133,737 11,459 918 8,028 5,904 886 141,765 30.468 2,539 13,105 735 Total Income and èndovm)onts 146.114 14,818 13,105 735 174,772 endl rè Raisin9 funds 125 152 125 402 Cha￿table 8¢1ivltles 117,169 12,357 18,021 147,547 Total re80urco8 èxpondgd 117,294 12,509 18.021 126 147.949 Nel galnslllo88e8} on Inveslmonls 10 4,382 5,329 4.424 14,135 Gross transfers be￿een fund8 Ngt movgmgnt In fund 11,2621 31,940 1,262 {3,6541 7,638 5,034 40,958 Fund balances gt l Janu4ry 2019 87,828 45,888 14,733 31,379 179,808 Fund balanc•# at 31 Docember 2019 119,768 53,506 11,079 36.413 220,766 The statement of financial acllvSlles Ineludes all galns and losses recognlsed In thè year. All in¢gme and expenditure derive from conllnulng 8Ctlvities. THE CHARTERED INSTITUTE OF HORTICULTURE BALANCE SHEET AS AT31 DECEMBER 2020 2020 2019 Notos Flxod assets Tangible assets Investments 11 12 17.524 113,056 14,514 116,733 130,580 131.247 Currènt a8sets Stocks Cash at bank and In hand 3.022 245,989 3,026 92,889 249,011 95,915 Cr8dltors'. amounts falllng duo wlthln ono year 14 16,395} 16,396} Nel cuirenl asg818 242,618 89,519 Total assgts1088 current Ilabllltl•¥ 373.196 220,766 Capital fund$ Endowment fund8 Incomè fund$ Reslri¢led funds Unrestricted fijndg 15 35,261 38,413 16 5,649 332,386 11,079 173,274 373.196 220,766 The flnan¢ial st*lemenls were apprDv&d by th8 Trustee8 on . Gerald Bonner C Hort FCIHort, Presldent Trusteo G Roe FCIHorL Honorary Tieasurer Trust• THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 Accountlng pollclfry 1.1 Accounting conY•ntlon The financial slalèmenls have been prepared In accordance with the ¢harity'8 Igoverning documenll. the Charities Act 2011 and A¢cDunting and Reporting by Charities.. Slalemenl of Recommended Pracllce applicable lo charllles prepaTing their accounts in accordance wth the Financial Reporting Slandard applicable In the UK and Republic of Ireland IFRS 1021" las Irnended lor accounting periods cornmancing from 1 January 20161. The Charity is a Public Benefit Eniity as defined by FRS 102. The charity has taken advantage of the provisions in the SORP lor charities applying FRS 102 Update Bullelln 1 not 1¢ prepare a Slalernenl of Cash Flow8. The financial slal8menl8 are prepared in sterling, whlch18 the funcllonal CUTrency of tha ch3rily. Monetary amounts In these financial statements are rounded lo the nearest £. Thè financlal slalemen18 have been prepared under the historfcol cost ¢onvenllon, modlffled lo includ6 certain financial Instruments al falr value. Th¢ pnncipal accounlSng pollcles pdopled are $el out below. 1.2 Golng ¢oncgrn Al tho Ilme of approving the financial slalemenls, the Iruslees have a rea80nable expeclallon that the charity has adequate resourees to continue In operational existence for the foreseeable future. Thus the trusteès conlnue to 8dopt the golng concern basls of accoLtnling in pr9paring the financlal stalemenls. 1.3 Charltsbl• funds Unr•slrlcled funds are avallabl8 for use al the dlscrelion of the Iruslees in furtherance 0¢ ihelr charitable obl$¢lives. Designated funds are unreslricled funds sel aslde for speclflc purpose5 at the discrellon of the Iruslees. Re3lrlcled funds are Subject to 8pedflc wndllions by donor8 as lo how they may be u9ed. The purposes and uses of the restricted funds are set out In tho notes to the fflnancial ¥talemenl8. Endowment funds are subject to specSfic condllion$ by donors that the capital n)u81 be maintained by the ¢harlty. 1.4 Incomlng r•$ourc Voluntary Income including donations, gifts, legacies ond grants that provide core funding or are of a general nature Is recognised when the charity enlillement lo the Income.11 15 probable that the income will be received and the amount can be measured wlth sufficient reliability. Donatlons and Lega¢i8ts Donations and lega¢ies are recognised orb a receivable basls when receipt 15 probabl8 and the amount can be ieliably measured. Invo¥tment incomè Interest on funds held on deposit is included when Teceivable and the amount can be measufed reliably by the charity.. this is normally upon nob'ficalion of the interest paid or payable by the bank.Dividends are recognised once the dividend has been declared and nDtificallon has been reeeived of the ¢Jividend duè. THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 A¢counllng pollcl&s {Continuèdl 1.6 Resource5 expondgd All expenditure is recognised once there 1$ a legal or con$lructiv& oblig8ts.on to that expenditure, rt Is Probable settlement is requir8d antl the amount can be measured reliably. All costs are allocated lo the applicable expenditure heading that aggregate simllar costs lo that category. Wh8re costs cannot be directly attributed lo particular headings they have bean alloealed trn a basis consistent with the use ol reSr>U￿e5, with central staff costs allocated on the basis of time spent. and depreciation Gharges aLl￿ated on the portion of the asgel's use. Other support costs are allocated based on the spread of staff costs. Ralslng funds These are costs Incurred in allra¢ling voluntary incomè, the management of Inveslments and those iiicurred In Iradlng #clivi116s that raiso funds. Charltable actlvltles Charitable expenditure comprises those costs Incurred by the charity in the dellvery of ils activlties and servi¢8s for ils beneficiaries. 11 Include5 both costs that can bé allocated directly lo such activities and Ih¢s& costs ol an indbrect nature necessary lo support them. Govgrnanco costs Thèse include the costs attributable lo tha charity'$ compllanGe with constilullonal and stslulory requirements, Includlng audit, Strategic management and Iru8leè8's meetings and r8lmbursed expenses. 1.8 Tanglbl• Ilxod Iss•ts Tangible fixed a55els are Inlllalty meayured al cost and 8ubsequenlly measur&d at cost or valuallon, nel ol Ilepreciatlon and any Impairmènt losses. Depreclallon Is recognised so as to wrlto off the cost or valuation of a$¥ets le5$ their resldual valu88 over Ihalr useful Ilves on the following bas¢s'. FixlLires and fittlng$ 33% on cost & 100/0 reduclng bglan¢• The galn or 108s arlslng C*n the disposal of an asset 19 d9termined a8 the dlfference be￿een the sale procaeds and the carrying value of the asset, and 1$ recognised in nel incomellexpendilurel for the year. Individu¥l fixed a88el8 costing £100 or more are initially recorded al cost. 1.7 Flxed asset investments Fixed asset inveslmenls, other than programme related investments, are ineluded at market value at Ihe balance sheet dale. Realised gains and loss&s on Snveslmenly are ¢al¢ulated as the difference between sales proceeds and their market value al the stsrt ol th& year, or their Subsequent Cost, and are charged or ¢r&diled to the Slalement of Financial Activities in the period of disposal. Unrealised gains and losses represent the movement In market values during the year and are credited or charged Its the Statement of Financial Activities based on the market value at the ye8r end. 1.8 Impairnient of fixed assets Al each reporting end date, the charity reviews the carrying amounts of ils tangible asgets to determine whether there is any Indication that those assets have suifered an impairment loss. If any such indication exi51s, the recoverable amount of the a8set is estimated in OTder ID determine the extent ol the impairment loss lil any). THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Accounting pollGIo$ (Continupd) 1.9 StoGkg Stocks are slal?d al the lower of cost and estimated selling price less costs lo complete and 8ell. Cost ¢ompri5e5 direct materials and, whère applicable, direct labour Costs and those overheads Ihal have been Incurred in bringing the stocks to Ihelr present location and condition. Items held for distribution 31 no or nominal Considerallon are measured the lower of replacement ¢081 and cost. Nel realisable value is the estimated selllng price le$$ all eslimaled costs of complelion and coslg lo be Sncurred In marketing, selling and di$lributlon. 1.10 Ca8h and cash equlvAl•nts Cash and cash equivalents Include cash In hand, deposits held at call wllh banks. other Short-lerm Ilquld Investmènts with original maturities of three months or less, and bank ovardrafts. Bank overdrafts are 9hown wllhln botrow6ng8 in Current Ilablllllès. Basle Iln&ncial assets Basic financlal a$5els, whlch Include debtor¥ and cash and bank balances, are inSllally m8asured 01 transaction price includlng Irangaclion costs and are subsequ?nlly carrled at 8mortised cost using the effective interest method unless the arrangemenl conslilul8s a financing Iransaclitsn, where the Ir8n5acl￿0n Is meg$ured at the present value of the future receipts discoynled al a market rale of inleresl. Flnancial a5se15 clpssifled as receivable within one year are not amortlsed. aoslc fln4nclal118bllltl•s 8aslc financlal Ilabilllies. Including credllors and bank loans are initially recognlsed al Iransacllon price unless the arrangement constitutes a financing transaction, where the debt instrument Is measured al the Present value of the future payments discounted al a market rale of interest. Financial Ilabililles cla5sifl&d as payable within one year are not amortlsed. Debt in8lrumenlg are subsgquenlly carrled al omortised cost, uslng the effecllve interest ralo method. Trade Gredilors are obligations lo pay for goods or Services that have been acquired the ordinary course of operations from guppllers. Amounts payable are Qlasslfied as current Ilabilllies if payment is due within one year or less. If not, they are presented as non4urrent liabilili&s. Trade creditors are recognised initially at transaction price and subsequentty measured al amortlsed cost using the effecllve Inte￿$1 method. THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Donations and l¢ga¢i8$ Unr•stricted unr￿trIcted funds funds gonofal de$lgnated 2020 2020 Tolal Unreslricled Unrestficled funds funds general designated 2019 2019 Total 2020 2019 Regular glvlng and Capital donations Legacies receivable Donations from Indlvlduals 123,524 114,886 123,524 114.886 133.737 133,737 11,866 11,866 8,028 8,028 238,410 11,886 260,276 133,737 8.028 141,765 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Charltabl• actlvltles Mvmb8rshlp Awards and 8•rvbco8 $¢hol*rshlp 2020 2020 Total 2020 Incomg from charltsble aclivllie5 4.854 2,625 7,479 Analysls by fvnd Unreslrf¢led funds- general Unreslricled funds- designated 4,854 4,854 2,625 2,825 4,854 2,825 7,479 For th• yèar gndod 31 December 2019 M•mb•rnhlp Award¥ and 8wvIco8 8ch•lartshlpts 2D19 Income from ¢harS1oble acllvllles 5,369 19,009 30,468 Analysls by fund Unreslricled funds general Unrestricted funds- d•slgnaled Reslricled funds 5,369 11,459 5,904 13,105 5.904 13,105 5,040 34.698 46,524 10- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS ICONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Investments Unrg8tr4cted Unre5tr1cted Endowmont funds funds funds gonoral d8signat•d 2020 2020 Total 2020 2020 Income from listed inv&stm&nts Interest receivable 508 103 888 735 1,698 103 611 818 513 1,742 For the y•ir ondod 31 December 2019 Income from listed investments Interest receivable 478 179 552 1,696 179 657 666 S82 1,875 Ral$lng fund$ Unrostrlctod Unro$trfct8d Endowment funds funds fund8 general d•¥lgnated 2020 2020 Total 2020 2020 Inve8lmenl management 122 147 123 392 For the ygar frndod 31 December 2019 Investment management 447 181 150 778 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Charitable activltles Info provision & education Momber$hip Awards and Young $grvlce$ $¢hol•r5hlp¥ Hortl¢ulturlst of tho Year 2020 Total 2020 2D20 2020 2020 Depre¢iallcsn and Impalrmenl AGM & Conference costs Project costs In$urance P051age, telephono & inlemel Corporate membershlps Sundry expenses Travel & meetlng éxpenses Shows & Publ¢cily The Horti¢ulluri81 Webslle maintenance ank charges Donallons 10,055 1,568 1.568 8,620 861 8,820 881 12 1,121 12 1.121 192 192 1,224 392 1,616 18,018 3,496 18,016 3,496 1.476 280 1,478 280 36,418 3,281 8,820 47,519 Share of 8UPPOrt costs Isee note 7) Share of governance coslg 1999 note 71 21,195 10,093 12.616 6,560 50,464 3,789 3,769 60,382 13,374 12,616 15.380 101,752 Analysls by lund UnreslricleEI funds- general Unre$lricled furbds- designated R8stricted fund$ 80.382 12,771 12,616 8,560 92,329 603 3,290 5,530 3,893 5,530 60,382 13,374 12,616 15,380 101,752 12 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Charltable actlvitios Icontlnuedl For the year endèd 31 Decomb8r 2019 Info Membershlp Awards and Young provhlon & servicès scholarship5 Horticulturist 8ducatlon of the Year Total 2019 Depreciallon ond impairment AGM & Conler&nce costs Ploject costs Insurance Postage, telephone & Internet Corporate me*mb&rship$ Sundry expenses Travel & meeting &xpen$&s Shows & Publicity The Horticullurfsl Webslle malnlÈnan¢e 6ank charges Donation8 Resèarch costs 12,413 10,169 2,067 840 12,413 10,169 23,802 25,669 840 28 1,196 28 1,198 520 995 123 11,928 1.269 1 5,940 4,435 12,923 1,269 15,940 4,435 1,661 3,088 5,000 1.681 3,088 5,000 84,184 7,488 23,602 95.274 Share of support costs (see note 71 Share of governance costs l$ee note 20,088 9,607 12,009 6.332 48,036 71 4,237 4,237 88,509 17.095 12,009 29,934 147,547 Analysts by fund Unreslri¢led fund5- general Unreslricled funds- designated Restricted funds 86,442 12,386 4,709 12,009 6,332 117.1Sg 7,648 12.357 15.954 18,021 2,067 88,509 17,095 12,009 29,934 147,547 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Support co$ts Support Governance costs costs 2020 Support Goveman¢e ¢o$ts ¢051s 2019 Printing, p08tage & gtationery Secretarial cos1$ 1,486 48,998 1,466 48,998 1,351 46,685 1,351 46,685 Independent examlners fees Professional Indemnlly Insurance 3,000 3,000 3.469 3.469 769 769 768 768 50,464 3.769 54.233 48,036 4,237 52,273 Analysed befvleen Chafilable a¢tivi1198 50.464 3,769 54,233 48,036 4,237 52,273 Trust8•8 None of the Iru$tees lor any persons connected with them) Tecelved any remuneralion durlng tlie year. bul 5 of them were reimbuT$ed a lotsl of £1,224 Iravelling expenses12019- 8 were febmbursed £6,588). Employoe¥ There werè no fjmployee6 dvring the year. 14- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 10 Not galnslllo$se$l on invostmgnts Unrestrlcted Unrestrlcted Endowmènt fund$ fund$ funds ganoral dosignat&d 2020 2020 Total 2020 2020 Revaluation of investments 11,5251 11.8571 {1.5421 14,9241 For thg year ended 31 December 2019 Revalsjallon ot Investmenls 12,8061 13,891 13,2271 19.9241 11 Tanglblè flx•d a88Ot8 Flxiurn• •nd flttlng8 Cool At 1 January 2020 AdditlonB 46,957 13,065 At 31 December 2020 60.022 Depreciation and Impalrni•nt At 1 January 2020 Oeprecialion charged in the year 32,443 10,055 Al 31 December 2020 42,498 Carrying amount At 31 December 2020 17,524 Al 31 December 2019 14,514 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS {CONTINUED} FOR THE YEAR ENDED 31 DECEMBER 2020 12 Fixed asset invo$tsn•nt$ Llstgd investments Cost or valuation Al 1 January 2020 Additions Valuation ¢hange8 DIspo8818 116.733 1,639 14,9261 13901 Al 31 De¢ember 2020 113,056 Carrylng amount At 31 December 2020 113.056 Al 31 Dg¢gmber 2019 116,733 13 Flnoncl81 In5trumonts 2020 2019 Carrylng amount of flninclal asset• In8lrumenls mea$uTed al falr value through proflt or1088 113.056 116,733 14 Cr9dltors: amounttt lalllng du9 wlthln on0 y94r 2020 2019 Trade credllors Accruals and deferred Income 3,395 3,000 3,398 3,000 8,395 6,396 16- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 15 Endowm6nt funds Endowment funds reprèsent assets which must be held pemanenlly by the charity. Income arising on the endowment funds can be used in a¢cordan¢e with the objects of the charity and is Included a5 unieslricled income. Any capital gains or losses arising on the assets form part of the fund. Mo¥•mènt In fund¥ RooDurceb Transfers Revaluatlons Balanc8 qt oxpondod g&ln$ and 31 D*¢*mb¢r 202 Balancè at 1 Jllnuxry 2020 In¢amlog r•¥ourceJ Pèrmanènt 8ndowm•nts Aberconway Fund James Bruce Fund 33,210 3,203 469 44 11121 11.4091 11331 32,1S8 3,103 36,413 513 11231 11.5421 35,281 Prlor flnan¢lal y•ar Movement In fund8 Rojourc Trnn•l•rs R•v•luktlon• B•lant• •t •xptsnded gilns and 31 D•cembor lowj 2019 olinc• at l Janupry 2019 Incomln9 r••our¢•8 P8mian•nt •ndowm&nts Aber¢onway Fund James Bfuce Fund 31,186 3,018 503 49 1136} 114) 12.9431 12841 28.610 2,769 34,204 552 {1501 {3,2271 31,379 17- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 16 Rèstricted funds The incDme lunds of the charfty Include re31ri¢led funds comprislng the follomng unexpended balances of donaliong and grants held on t¥ugt for specific purpo$es'. Balancè at 1 January 2020 ROSOIIT¢g11 •xpfrnde 8414ncg at 31 Docomber 2020 Young Horticullurisl of the Year 11,079 15,5301 5,549 11,079 15.5301 5,549 •l•n¢• It l January 2019 R•#ourc• •xpond•d 8814nco 8t 31 Dpcembgr 2019 Young Hortlculturi$l of the Year GROW 13,881 13.928 805 806 13.881 14,733 18- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 17 Unrestricted funds - dosignatsd These #re unrestricted fijnds which ar8 maler¢al t¢ the charity's actlvities made up as follows.. Movement in funds Incomlng Ro¥ourG•S Rtrvaluatloni, Bilanctr at rgsour¢o• exp?ndod galn¥ and 31 Docernbor 2020 8alan¢• Al 1 J)n¥8ry 2020 Noiah Slucken fund Branch fund 43,403 10,104 618 14,491 1147) 13,893) {1.8571 42.017 20,702 53,507 15,109 14,0401 11,657} 62,719 Prlor flnanclal year Movement In fund8 In¢omlng Roidtsr¢*# R•v*lu•tlorb•. r010ufceB •xp8nd•d galn¥ •t)d Balanc• •t 1 J•nuiry 2020 31 D•¢omb•f iozo Norah Sluckan fjjnd Branch fund 41,246 8,332 666 12,122 18811 111,926} 13,8911 37,340 8.528 49,578 12,788 112,607) 13,8911 45.868 18 Analy>is of ngt a$$ots bgtween funds General D•8lgnat•d Rè8trl¢lod Permanent 2020 2020 2020 2020 Total 2020 Tangible assets Inveslmonls Current asselsllliabililio¥1 17,524 35.047 217,096 17,524 113,056 242,616 42,622 20,097 35.387 11261 5,549 269,667 S2,719 5.549 35,261 373,196 General Dèsignated Restrictsd Pèrmanént 2019 2019 2019 2019 Totsl 2019 Tanglble assets Investments Cur¥ent a5setsllliabililitrs) 19.462 31,467 36,899 19,462 10(1,851 59,695 37,805 8,063 31,379 14,733 87,828 45,868 14,733 31.379 179,808 19- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 19 Relatèd party transa¢tlon$ There wgre no disc105able related party transactions durlng the year12019- none). -20- Charlty Reglstratlon No. 1159140 THE CHARTERED INSTITUTE OF HORTICULTURE ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 ILYII MCLINTOCKS ¢MARTERÉg ACCOUP•YANTS AND BusINess ADVISORS THE CHARTERED INSTITUTE OF HORTICULTURE STATEMENT OF TRUSTEES, RESPONSIBILITIES FOR THE YEAR ENDED 31 DECEMBER 2020 The Iruslees are responsible IDr preparing the Trustees, Report and the financial slalements in accordance wilh applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Pi8¢ts¢el. The law applicable to charities in England and Wales requires the Iruslees to prepare financial statements for each financlal year which give a true and fair view of the 8tale of affairs of the charity and of the incoming resourcès and application of re8ources of the charity for that year. In preparing these finanGlal statements. the trustees are requlred lo.. $ele¢l suitable accounting policles and then apply them consl8tenlly', observe the m8thodB and principles Sn the Charltses SORP; make judggmenls and estimates that are reasonable and prudent; stale whether applicable accounting Standards have been followèd, sublecl to any malerlal departL1￿3 dlgc105ed and explained in the flnan¢lal ¥talemenls,' and prepare the financial statement8 Dn the golng conc¢rn b931$ unlgss il 1$ InappropTlalg to pre8um8 that the charity wlll eonlSnue In ¢perallon. The Iruslee8 are re8ponslble for k8eplng sufficient accounting records that disclose wlth reascnable accuracy gt any lime the financlal poslllon of the ¢harily ind enable them lo ensure that the financial Stalemgnb ¢omply wllh the Charilles Act 2011, Ihe Charity IA¢counl8 and Reports) Regulallons 2008 and the provlsions of the trust dggd. They are also responsible for safeguarding the 8ssels of the ¢harity and hence for taking reas¢nable steps for the prevention and detection of fraud and ether irregularities. THE CHARTERED INSTITUTE OF HORTICULTURE INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE CHARTERED INSTITUTE OF HORTICULTURE I report lo the trustees on my examinatson of the fln8nclal statements of The Chartered In81ilule of Horticulture Ilhe charity} for the year ended 31 Dec8rnber 2020. Responslbllltles and ba$is of report As th& Iru8tee5 of the charity you are responsible for Ihe preparation of the flnanclal statements in accordance wllh thè requirements of the Charities Act 2011 {Ihe 2011 A¢t}. I report In regpecl of my examination of the charity's financial slalements carried gut under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commlsslon under secuon 14515}Ib} of the 2011 Act. Ind6p6nd4nt examlner's 8tat•ment Since the charity's gross income exceeded £250,000 your examiner must be a member of a bocly listed in séction 145 of the 2011 Act. I confirm that l am quallfied lo undertako the examination because l am a member Df . which ig one of the Ilsled bodies. Your altenllon 19 drawn to the fact that the charfly has PT&par•d financlal 8talemenls in acaordan¢e with Accounting and Reportlng by Charllle8 prèparing their accounts In accordance with the Flnanclal Repo￿.ng stanéard appll¢able In the UK and RepublSc of Ireland IFRS 1021 In prefer6nce to the A¢¢ounling and Reporting by CharllSes'. Slalemenl of Recommended Pra¢li¢e issued on 1 Aprll 2005 whlch Is referred lo In thè extant regulations bul has now b&en withdrawn. l undor8land thal this ha5 been done In order for finan¢i818lalemenl$ to provlde o true and fair view In accordance wllh Generally Acc8pted Ac¢ountlng Practice effecllve for repc>rtlng perlods beginning on or after 1 January 2015. I have comploled my examlnallon. I conflrm that no matteTS have come lo my attentlon in connecllon wllh the examlnallon giving me cause lo beligve that In any material respect.. accountlng records were not kept in respect of tho charlty as required by 3gcllon 130 of the 2011 Act.. of the flnan¢ial slalemenis do not accord with those recordg., or the financial slalemenls do not comply wllh the applicable requlremenl8 concerning the form and content ol a¢oounls set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair vlew which18 not g maller considered a5 part of an Independent examSnalion. I have no concern5 and have come across no other matters in connection with the examlnatlon lo which attention should be drawn in Ihl8 report in order to enable a proper underslandirsg of the financial stalemgnls to be reached. Helen Furlong FCCA M¢Linlocks INWI Limited 46 Hamilton Square Birkenhead Wirr81 Merseyside CH415AR Dated.. ..ICI :...4.: ..XI. THE CHARTERED INSTITUTE OF HORTICULTURE STATEMENT OF FINANCIALACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020 Current financlal year Unrestricted Unrestrlctéd Rastrictod Endowm•nt fund$ funds funds funds goneral d•signat¢d 2020 2020 Total Tolol 2020 2020 2020 2019 Note$ Donaliong and legacies Charitable aGlivitses Investments 238.410 4.854 611 11,566 2,625 618 250,278 7,479 1.742 141,765 30,488 2,539 513 Total income and •ndowmtnts 243,875 16,109 513 259,497 174,772 Raising funds 122 147 123 392 402 Charitable 8ellvllle$ 92,329 3.893 5,530 101,752 147,547 Total rasour¢•s expanded 92,451 4,Q40 5,530 123 102,144 147,949 Net gainslllo$3e$} on Invèslm6nls 10 11,525) 11,8571 {1,5421 14,9241 14,135 Not movomont In funds 149,899 9,212 15,5301 11,1521 152.429 40,958 Nèt m¢v¢mont In funds 149,899 9.212 {5,5301 11,152) 152,429 40,958 Fund balances al 1 January 2020 119,768 53.507 11,079 36,413 220,767 179,806 Fund balancos at 31 Dècembgr 2020 269,667 62,719 5,549 35,261 373.198 220.788 The glalemenl of financial activities includes all gains and losses recognlsed In the year. All income and expenditure d&rive from conllnuing aclivSlles. THE CHARTERED INSTITUTE OF HORTICULTURE STATEMENT OF FINANCIAL ACTIVITIES {CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Prlor financial y•ar Unr¥Btricted Unrostrlctod Rastrictod Endowment fund$ fund¥ fund5 funds g8n8rn1 d•8lgnat•d 2019 2019 Total 2019 2019 2019 Nota$ Donations and legacies Charitable acllvilies Investments 133,737 11,459 918 8,028 5,904 886 141,765 30.468 2,539 13,105 735 Total Income and èndovm)onts 146.114 14,818 13,105 735 174,772 endl rè Raisin9 funds 125 152 125 402 Cha￿table 8¢1ivltles 117,169 12,357 18,021 147,547 Total re80urco8 èxpondgd 117,294 12,509 18.021 126 147.949 Nel galnslllo88e8} on Inveslmonls 10 4,382 5,329 4.424 14,135 Gross transfers be￿een fund8 Ngt movgmgnt In fund 11,2621 31,940 1,262 {3,6541 7,638 5,034 40,958 Fund balances gt l Janu4ry 2019 87,828 45,888 14,733 31,379 179,808 Fund balanc•# at 31 Docember 2019 119,768 53,506 11,079 36.413 220,766 The statement of financial acllvSlles Ineludes all galns and losses recognlsed In thè year. All in¢gme and expenditure derive from conllnulng 8Ctlvities. THE CHARTERED INSTITUTE OF HORTICULTURE BALANCE SHEET AS AT31 DECEMBER 2020 2020 2019 Notos Flxod assets Tangible assets Investments 11 12 17.524 113,056 14,514 116,733 130,580 131.247 Currènt a8sets Stocks Cash at bank and In hand 3.022 245,989 3,026 92,889 249,011 95,915 Cr8dltors'. amounts falllng duo wlthln ono year 14 16,395} 16,396} Nel cuirenl asg818 242,618 89,519 Total assgts1088 current Ilabllltl•¥ 373.196 220,766 Capital fund$ Endowment fund8 Incomè fund$ Reslri¢led funds Unrestricted fijndg 15 35,261 38,413 16 5,649 332,386 11,079 173,274 373.196 220,766 The flnan¢ial st*lemenls were apprDv&d by th8 Trustee8 on . Gerald Bonner C Hort FCIHort, Presldent Trusteo G Roe FCIHorL Honorary Tieasurer Trust• THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 Accountlng pollclfry 1.1 Accounting conY•ntlon The financial slalèmenls have been prepared In accordance with the ¢harity'8 Igoverning documenll. the Charities Act 2011 and A¢cDunting and Reporting by Charities.. Slalemenl of Recommended Pracllce applicable lo charllles prepaTing their accounts in accordance wth the Financial Reporting Slandard applicable In the UK and Republic of Ireland IFRS 1021" las Irnended lor accounting periods cornmancing from 1 January 20161. The Charity is a Public Benefit Eniity as defined by FRS 102. The charity has taken advantage of the provisions in the SORP lor charities applying FRS 102 Update Bullelln 1 not 1¢ prepare a Slalernenl of Cash Flow8. The financial slal8menl8 are prepared in sterling, whlch18 the funcllonal CUTrency of tha ch3rily. Monetary amounts In these financial statements are rounded lo the nearest £. Thè financlal slalemen18 have been prepared under the historfcol cost ¢onvenllon, modlffled lo includ6 certain financial Instruments al falr value. Th¢ pnncipal accounlSng pollcles pdopled are $el out below. 1.2 Golng ¢oncgrn Al tho Ilme of approving the financial slalemenls, the Iruslees have a rea80nable expeclallon that the charity has adequate resourees to continue In operational existence for the foreseeable future. Thus the trusteès conlnue to 8dopt the golng concern basls of accoLtnling in pr9paring the financlal stalemenls. 1.3 Charltsbl• funds Unr•slrlcled funds are avallabl8 for use al the dlscrelion of the Iruslees in furtherance 0¢ ihelr charitable obl$¢lives. Designated funds are unreslricled funds sel aslde for speclflc purpose5 at the discrellon of the Iruslees. Re3lrlcled funds are Subject to 8pedflc wndllions by donor8 as lo how they may be u9ed. The purposes and uses of the restricted funds are set out In tho notes to the fflnancial ¥talemenl8. Endowment funds are subject to specSfic condllion$ by donors that the capital n)u81 be maintained by the ¢harlty. 1.4 Incomlng r•$ourc Voluntary Income including donations, gifts, legacies ond grants that provide core funding or are of a general nature Is recognised when the charity enlillement lo the Income.11 15 probable that the income will be received and the amount can be measured wlth sufficient reliability. Donatlons and Lega¢i8ts Donations and lega¢ies are recognised orb a receivable basls when receipt 15 probabl8 and the amount can be ieliably measured. Invo¥tment incomè Interest on funds held on deposit is included when Teceivable and the amount can be measufed reliably by the charity.. this is normally upon nob'ficalion of the interest paid or payable by the bank.Dividends are recognised once the dividend has been declared and nDtificallon has been reeeived of the ¢Jividend duè. THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 A¢counllng pollcl&s {Continuèdl 1.6 Resource5 expondgd All expenditure is recognised once there 1$ a legal or con$lructiv& oblig8ts.on to that expenditure, rt Is Probable settlement is requir8d antl the amount can be measured reliably. All costs are allocated lo the applicable expenditure heading that aggregate simllar costs lo that category. Wh8re costs cannot be directly attributed lo particular headings they have bean alloealed trn a basis consistent with the use ol reSr>U￿e5, with central staff costs allocated on the basis of time spent. and depreciation Gharges aLl￿ated on the portion of the asgel's use. Other support costs are allocated based on the spread of staff costs. Ralslng funds These are costs Incurred in allra¢ling voluntary incomè, the management of Inveslments and those iiicurred In Iradlng #clivi116s that raiso funds. Charltable actlvltles Charitable expenditure comprises those costs Incurred by the charity in the dellvery of ils activlties and servi¢8s for ils beneficiaries. 11 Include5 both costs that can bé allocated directly lo such activities and Ih¢s& costs ol an indbrect nature necessary lo support them. Govgrnanco costs Thèse include the costs attributable lo tha charity'$ compllanGe with constilullonal and stslulory requirements, Includlng audit, Strategic management and Iru8leè8's meetings and r8lmbursed expenses. 1.8 Tanglbl• Ilxod Iss•ts Tangible fixed a55els are Inlllalty meayured al cost and 8ubsequenlly measur&d at cost or valuallon, nel ol Ilepreciatlon and any Impairmènt losses. Depreclallon Is recognised so as to wrlto off the cost or valuation of a$¥ets le5$ their resldual valu88 over Ihalr useful Ilves on the following bas¢s'. FixlLires and fittlng$ 33% on cost & 100/0 reduclng bglan¢• The galn or 108s arlslng C*n the disposal of an asset 19 d9termined a8 the dlfference be￿een the sale procaeds and the carrying value of the asset, and 1$ recognised in nel incomellexpendilurel for the year. Individu¥l fixed a88el8 costing £100 or more are initially recorded al cost. 1.7 Flxed asset investments Fixed asset inveslmenls, other than programme related investments, are ineluded at market value at Ihe balance sheet dale. Realised gains and loss&s on Snveslmenly are ¢al¢ulated as the difference between sales proceeds and their market value al the stsrt ol th& year, or their Subsequent Cost, and are charged or ¢r&diled to the Slalement of Financial Activities in the period of disposal. Unrealised gains and losses represent the movement In market values during the year and are credited or charged Its the Statement of Financial Activities based on the market value at the ye8r end. 1.8 Impairnient of fixed assets Al each reporting end date, the charity reviews the carrying amounts of ils tangible asgets to determine whether there is any Indication that those assets have suifered an impairment loss. If any such indication exi51s, the recoverable amount of the a8set is estimated in OTder ID determine the extent ol the impairment loss lil any). THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Accounting pollGIo$ (Continupd) 1.9 StoGkg Stocks are slal?d al the lower of cost and estimated selling price less costs lo complete and 8ell. Cost ¢ompri5e5 direct materials and, whère applicable, direct labour Costs and those overheads Ihal have been Incurred in bringing the stocks to Ihelr present location and condition. Items held for distribution 31 no or nominal Considerallon are measured the lower of replacement ¢081 and cost. Nel realisable value is the estimated selllng price le$$ all eslimaled costs of complelion and coslg lo be Sncurred In marketing, selling and di$lributlon. 1.10 Ca8h and cash equlvAl•nts Cash and cash equivalents Include cash In hand, deposits held at call wllh banks. other Short-lerm Ilquld Investmènts with original maturities of three months or less, and bank ovardrafts. Bank overdrafts are 9hown wllhln botrow6ng8 in Current Ilablllllès. Basle Iln&ncial assets Basic financlal a$5els, whlch Include debtor¥ and cash and bank balances, are inSllally m8asured 01 transaction price includlng Irangaclion costs and are subsequ?nlly carrled at 8mortised cost using the effective interest method unless the arrangemenl conslilul8s a financing Iransaclitsn, where the Ir8n5acl￿0n Is meg$ured at the present value of the future receipts discoynled al a market rale of inleresl. Flnancial a5se15 clpssifled as receivable within one year are not amortlsed. aoslc fln4nclal118bllltl•s 8aslc financlal Ilabilllies. Including credllors and bank loans are initially recognlsed al Iransacllon price unless the arrangement constitutes a financing transaction, where the debt instrument Is measured al the Present value of the future payments discounted al a market rale of interest. Financial Ilabililles cla5sifl&d as payable within one year are not amortlsed. Debt in8lrumenlg are subsgquenlly carrled al omortised cost, uslng the effecllve interest ralo method. Trade Gredilors are obligations lo pay for goods or Services that have been acquired the ordinary course of operations from guppllers. Amounts payable are Qlasslfied as current Ilabilllies if payment is due within one year or less. If not, they are presented as non4urrent liabilili&s. Trade creditors are recognised initially at transaction price and subsequentty measured al amortlsed cost using the effecllve Inte￿$1 method. THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Donations and l¢ga¢i8$ Unr•stricted unr￿trIcted funds funds gonofal de$lgnated 2020 2020 Tolal Unreslricled Unrestficled funds funds general designated 2019 2019 Total 2020 2019 Regular glvlng and Capital donations Legacies receivable Donations from Indlvlduals 123,524 114,886 123,524 114.886 133.737 133,737 11,866 11,866 8,028 8,028 238,410 11,886 260,276 133,737 8.028 141,765 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Charltabl• actlvltles Mvmb8rshlp Awards and 8•rvbco8 $¢hol*rshlp 2020 2020 Total 2020 Incomg from charltsble aclivllie5 4.854 2,625 7,479 Analysls by fvnd Unreslrf¢led funds- general Unreslricled funds- designated 4,854 4,854 2,625 2,825 4,854 2,825 7,479 For th• yèar gndod 31 December 2019 M•mb•rnhlp Award¥ and 8wvIco8 8ch•lartshlpts 2D19 Income from ¢harS1oble acllvllles 5,369 19,009 30,468 Analysls by fund Unreslricled funds general Unrestricted funds- d•slgnaled Reslricled funds 5,369 11,459 5,904 13,105 5.904 13,105 5,040 34.698 46,524 10- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS ICONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Investments Unrg8tr4cted Unre5tr1cted Endowmont funds funds funds gonoral d8signat•d 2020 2020 Total 2020 2020 Income from listed inv&stm&nts Interest receivable 508 103 888 735 1,698 103 611 818 513 1,742 For the y•ir ondod 31 December 2019 Income from listed investments Interest receivable 478 179 552 1,696 179 657 666 S82 1,875 Ral$lng fund$ Unrostrlctod Unro$trfct8d Endowment funds funds fund8 general d•¥lgnated 2020 2020 Total 2020 2020 Inve8lmenl management 122 147 123 392 For the ygar frndod 31 December 2019 Investment management 447 181 150 778 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Charitable activltles Info provision & education Momber$hip Awards and Young $grvlce$ $¢hol•r5hlp¥ Hortl¢ulturlst of tho Year 2020 Total 2020 2D20 2020 2020 Depre¢iallcsn and Impalrmenl AGM & Conference costs Project costs In$urance P051age, telephono & inlemel Corporate membershlps Sundry expenses Travel & meetlng éxpenses Shows & Publ¢cily The Horti¢ulluri81 Webslle maintenance ank charges Donallons 10,055 1,568 1.568 8,620 861 8,820 881 12 1,121 12 1.121 192 192 1,224 392 1,616 18,018 3,496 18,016 3,496 1.476 280 1,478 280 36,418 3,281 8,820 47,519 Share of 8UPPOrt costs Isee note 7) Share of governance coslg 1999 note 71 21,195 10,093 12.616 6,560 50,464 3,789 3,769 60,382 13,374 12,616 15.380 101,752 Analysls by lund UnreslricleEI funds- general Unre$lricled furbds- designated R8stricted fund$ 80.382 12,771 12,616 8,560 92,329 603 3,290 5,530 3,893 5,530 60,382 13,374 12,616 15,380 101,752 12 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Charltable actlvitios Icontlnuedl For the year endèd 31 Decomb8r 2019 Info Membershlp Awards and Young provhlon & servicès scholarship5 Horticulturist 8ducatlon of the Year Total 2019 Depreciallon ond impairment AGM & Conler&nce costs Ploject costs Insurance Postage, telephone & Internet Corporate me*mb&rship$ Sundry expenses Travel & meeting &xpen$&s Shows & Publicity The Horticullurfsl Webslle malnlÈnan¢e 6ank charges Donation8 Resèarch costs 12,413 10,169 2,067 840 12,413 10,169 23,802 25,669 840 28 1,196 28 1,198 520 995 123 11,928 1.269 1 5,940 4,435 12,923 1,269 15,940 4,435 1,661 3,088 5,000 1.681 3,088 5,000 84,184 7,488 23,602 95.274 Share of support costs (see note 71 Share of governance costs l$ee note 20,088 9,607 12,009 6.332 48,036 71 4,237 4,237 88,509 17.095 12,009 29,934 147,547 Analysts by fund Unreslri¢led fund5- general Unreslricled funds- designated Restricted funds 86,442 12,386 4,709 12,009 6,332 117.1Sg 7,648 12.357 15.954 18,021 2,067 88,509 17,095 12,009 29,934 147,547 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 Support co$ts Support Governance costs costs 2020 Support Goveman¢e ¢o$ts ¢051s 2019 Printing, p08tage & gtationery Secretarial cos1$ 1,486 48,998 1,466 48,998 1,351 46,685 1,351 46,685 Independent examlners fees Professional Indemnlly Insurance 3,000 3,000 3.469 3.469 769 769 768 768 50,464 3.769 54.233 48,036 4,237 52,273 Analysed befvleen Chafilable a¢tivi1198 50.464 3,769 54,233 48,036 4,237 52,273 Trust8•8 None of the Iru$tees lor any persons connected with them) Tecelved any remuneralion durlng tlie year. bul 5 of them were reimbuT$ed a lotsl of £1,224 Iravelling expenses12019- 8 were febmbursed £6,588). Employoe¥ There werè no fjmployee6 dvring the year. 14- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 10 Not galnslllo$se$l on invostmgnts Unrestrlcted Unrestrlcted Endowmènt fund$ fund$ funds ganoral dosignat&d 2020 2020 Total 2020 2020 Revaluation of investments 11,5251 11.8571 {1.5421 14,9241 For thg year ended 31 December 2019 Revalsjallon ot Investmenls 12,8061 13,891 13,2271 19.9241 11 Tanglblè flx•d a88Ot8 Flxiurn• •nd flttlng8 Cool At 1 January 2020 AdditlonB 46,957 13,065 At 31 December 2020 60.022 Depreciation and Impalrni•nt At 1 January 2020 Oeprecialion charged in the year 32,443 10,055 Al 31 December 2020 42,498 Carrying amount At 31 December 2020 17,524 Al 31 December 2019 14,514 THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS {CONTINUED} FOR THE YEAR ENDED 31 DECEMBER 2020 12 Fixed asset invo$tsn•nt$ Llstgd investments Cost or valuation Al 1 January 2020 Additions Valuation ¢hange8 DIspo8818 116.733 1,639 14,9261 13901 Al 31 De¢ember 2020 113,056 Carrylng amount At 31 December 2020 113.056 Al 31 Dg¢gmber 2019 116,733 13 Flnoncl81 In5trumonts 2020 2019 Carrylng amount of flninclal asset• In8lrumenls mea$uTed al falr value through proflt or1088 113.056 116,733 14 Cr9dltors: amounttt lalllng du9 wlthln on0 y94r 2020 2019 Trade credllors Accruals and deferred Income 3,395 3,000 3,398 3,000 8,395 6,396 16- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 15 Endowm6nt funds Endowment funds reprèsent assets which must be held pemanenlly by the charity. Income arising on the endowment funds can be used in a¢cordan¢e with the objects of the charity and is Included a5 unieslricled income. Any capital gains or losses arising on the assets form part of the fund. Mo¥•mènt In fund¥ RooDurceb Transfers Revaluatlons Balanc8 qt oxpondod g&ln$ and 31 D*¢*mb¢r 202 Balancè at 1 Jllnuxry 2020 In¢amlog r•¥ourceJ Pèrmanènt 8ndowm•nts Aberconway Fund James Bruce Fund 33,210 3,203 469 44 11121 11.4091 11331 32,1S8 3,103 36,413 513 11231 11.5421 35,281 Prlor flnan¢lal y•ar Movement In fund8 Rojourc Trnn•l•rs R•v•luktlon• B•lant• •t •xptsnded gilns and 31 D•cembor lowj 2019 olinc• at l Janupry 2019 Incomln9 r••our¢•8 P8mian•nt •ndowm&nts Aber¢onway Fund James Bfuce Fund 31,186 3,018 503 49 1136} 114) 12.9431 12841 28.610 2,769 34,204 552 {1501 {3,2271 31,379 17- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 16 Rèstricted funds The incDme lunds of the charfty Include re31ri¢led funds comprislng the follomng unexpended balances of donaliong and grants held on t¥ugt for specific purpo$es'. Balancè at 1 January 2020 ROSOIIT¢g11 •xpfrnde 8414ncg at 31 Docomber 2020 Young Horticullurisl of the Year 11,079 15,5301 5,549 11,079 15.5301 5,549 •l•n¢• It l January 2019 R•#ourc• •xpond•d 8814nco 8t 31 Dpcembgr 2019 Young Hortlculturi$l of the Year GROW 13,881 13.928 805 806 13.881 14,733 18- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 17 Unrestricted funds - dosignatsd These #re unrestricted fijnds which ar8 maler¢al t¢ the charity's actlvities made up as follows.. Movement in funds Incomlng Ro¥ourG•S Rtrvaluatloni, Bilanctr at rgsour¢o• exp?ndod galn¥ and 31 Docernbor 2020 8alan¢• Al 1 J)n¥8ry 2020 Noiah Slucken fund Branch fund 43,403 10,104 618 14,491 1147) 13,893) {1.8571 42.017 20,702 53,507 15,109 14,0401 11,657} 62,719 Prlor flnanclal year Movement In fund8 In¢omlng Roidtsr¢*# R•v*lu•tlorb•. r010ufceB •xp8nd•d galn¥ •t)d Balanc• •t 1 J•nuiry 2020 31 D•¢omb•f iozo Norah Sluckan fjjnd Branch fund 41,246 8,332 666 12,122 18811 111,926} 13,8911 37,340 8.528 49,578 12,788 112,607) 13,8911 45.868 18 Analy>is of ngt a$$ots bgtween funds General D•8lgnat•d Rè8trl¢lod Permanent 2020 2020 2020 2020 Total 2020 Tangible assets Inveslmonls Current asselsllliabililio¥1 17,524 35.047 217,096 17,524 113,056 242,616 42,622 20,097 35.387 11261 5,549 269,667 S2,719 5.549 35,261 373,196 General Dèsignated Restrictsd Pèrmanént 2019 2019 2019 2019 Totsl 2019 Tanglble assets Investments Cur¥ent a5setsllliabililitrs) 19.462 31,467 36,899 19,462 10(1,851 59,695 37,805 8,063 31,379 14,733 87,828 45,868 14,733 31.379 179,808 19- THE CHARTERED INSTITUTE OF HORTICULTURE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2020 19 Relatèd party transa¢tlon$ There wgre no disc105able related party transactions durlng the year12019- none). -20-