2023-04-30-accounts

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OFFICIAL

Trustees report and financial statements

For the financial year ending 30 April 2023

The Bee Friendly Trust CIO Charity number 1161614 Registered office

6 Clarion House, St Anne’s Court London W1F 0BA

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Company Information .............................................................................................. 3 Trustees Report ........................................................................................................ 4 Independent Examiner ............................................................................................. 9 Statement of Financial Activities .......................................................................... 10 Balance Sheet ......................................................................................................... 11 Notes to Financial Statements .............................................................................. 12 Policy Documents ……………………………………………………………………….. 18

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Trustees report for the year ending 30 April 2023

The Trustees present their year-end report and the financial statements as a charitable incorporated organisation (CIO) for the charity’s year ended 30 April 2023

The financial statements comply with current statutory requirements, the charity's trust deed and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102.

Objectives and activities

The Bee Friendly Trust aims to promote the conservation protection and improvement of the physical and natural environment, particularly but not exclusively by promoting the craft of bee keeping and promoting the importance of bees and other pollinators in the environment; and

To advance education in the conservation, protection, and improvement of the physical and natural environment, particularly but not exclusively by:

Advancing education in the craft of beekeeping, including by promoting, financing, organising, carrying on and encouraging research into bees and other pollinators.
Installing educational planters, signage and art works at railway stations and other public spaces in England.
Working with schools and their pupils to increase knowledge on the importance of bees and other pollinators in the environment.

The main activities of the charity during this period have been:

Promoting the conservation protection and improvement of the physical and natural environment by the installation of educational planters, signage and art works at railway stations and other public space in England.
Advancing the craft of beekeeping by establishing education apiary sites and running training programmes for new and younger beekeepers.
Advancing education in the conservation, protection and improvement of the physical and natural environment, through workshops in schools, at events and with youth and community organisations.

Achievements and Performance

The charity’s main achievements during the year have been:

The installation of pollinator-friendly planters and wildlife gardens at sites (principally railway stations) across England, including:

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

New projects in association with GWR (Exeter Central, Exeter St Thomas, Exmouth, Worcestershire Parkway wildflower meadow, Gunnislake, Yatton, Tisbury)
New projects in association with Transport for London (High Barnet, Wimbledon Park, Northfields, Upton Park, Upper Holloway)
Wrabness Station Wildlife Garden
Dorchester South
Feltham
March
Royal Academy of Music
Culpepper Community Garden
The design, commissioning and installation of educational artworks including: o Sculptures at Wrabness Station Wildlife Garden, including painted tiles created with local schoolchildren and the charity Acorn Village
Murals at GWR Stations Penzance, Pangbourne (sponsored by Earthborn) and Newbury Racecourse
The development of wildlife-enhancing products:
The development of the Wildlife Garden at Coram’s Fields in London as both a haven for urban wildlife and an educational resource for young people.
The first Bee Friendly Awards on World Bee Day to recognise the achievements of those towns, villages and communities supporting bees and pollinators.
The creation of illustrated signage for station nature trails, in association with artist Sorcha Faulkner.
The creation of new wildflower seed packets, with artwork from Esther Kirkpatrick.
The re-opening of our community apiary at Coram’s Fields with new hives and regular training sessions for adults and young people.

The Bee Friendly Trust has maximised the positive power of community and collaboration to expand its team of volunteers, as well as engaging local independent businesses, artists, and British makers on many of its projects.

New collaborations and long-term partnerships were established with:

Burt’s Bees
Bloom & Wild
Earthborn Paints
Buckles Solicitors

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Numerous community groups across England

Achievements against objectives set

We successfully expanded our gardening and art projects to exceed expectations and developed many new relationships and partners.

We were able to establish a maintenance programme to ensure longevity of existing projects.

We did major work on developing our network of volunteers at all our projects.

We identified the need for First Aid training for our gardeners and have set up a programme with Coram's Fields and 1[st] Compressions First Aid.

We have produced a set of guidelines for all volunteers and gardeners working on our station projects to ensure safety.

We have reviewed our insurance policies, in light of the above.

Structure, governance, and management

Every Trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the trustees.

In selecting individuals for appointment as trustees, the trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

The trustees will make available to each new trustee, on or before his or her first appointment:

A copy of the current version of this constitution; and
A copy of the ClO's latest Trustees' Annual Report and statement of accounts.

New trustees are given a full induction into the activities of the charity, including visits to current projects and a full brief on all activities including future plans.

New trustees will be DBS checked and made aware of the charity’s protection policies.

The trustees have reviewed all current policy documents, which are attached at the end of this report.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Financial review

The net surplus for the year amounted to £48,210 (2022: £43,315). Total restricted funds are nil for the year (2022: nil), with general reserves (unrestricted and designated funds) now standing at £99,871 and £35,000 respectively (2022: £52,794 and £33,000), for a total funds balance at 30 April 2023 of £134,871 (2022: £86,661).

Reserves policy and going concern

It is the charity’s policy to regularly review and maintain reserves comprising of unrestricted and designated funds to ensure the prudent day-to-day financial management of the charity and to meet obligations.

The policy also aims to ensure that unrestricted funds are built to match 10% of turnover or £25,000 whichever is greater. As at 30 April 2022, total unrestricted funds are well over the target range but remain focused on securing funding to enable managing charitable activity projects.

Designated funds are reserved to meet charitable obligations. For 2023/24 £21,600 has been set aside to maintain planters installed at stations and in communities.

The charity has secured operational funding of £50,000 per year until 30 April 2024.

The trustees have identified no significant short or medium-term financial risks to the charity’s continued operations, and therefore the accounts have been prepared on the going concern basis.

Funding

The charity’s principal sources of funding are:

Unrestricted grants and donations from charitable trusts.
Restricted grants from Transport for London, The Association of Community Rail Partnerships, and Network Rail are for specific projects.
Donations from the general public through the government’s Donate scheme.
Business donations.

The Trust has continued with several successful commercial partnerships, including those with Cheerios and Bloom & Wild. The Trustees are aware of the need to do due diligence to ensure the Trust’s commercial partners align with the directives of the charity.

Risk

The charity is dependent on unrestricted grants from charitable trusts for its core funding. At the end of this financial year, it had secured such funding until April 2024. The charity’s activities will be at risk should further such funding not be secured after this period.

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Statement of Trustees’ responsibilities

Law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity’s financial activities during the period and of its financial position at the end of the period. In preparing financial statements giving a true and fair view, the Trustees should follow best practice and:

Select suitable accounting policies and then apply them consistently;
Observe the methods and principals in the Charities SORP;
Make judgements and estimates that are reasonable and prudent;
State whether applicable UK Accounting Standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements;
Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The Trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website. Legislation in the United

Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

This report was approved by the Trustees on 12 September 2023 and signed by:

Dr J L Turner

Chair

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Independent Examiner’s report to the trustees of The Bee Friendly Trust

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 April 2023 which are set out on pages 10 to 17.

Responsibilities and basis of report

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

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

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF The Bee

Friendly Trust

Glenn Lee

133 St George’s Road, London SE1 6HY

20 October 2023

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

	The Bee Friendly Trust CIO	The Bee Friendly Trust CIO	CharityNo	1161614
			CompanyNo
	Annualaccountsforthe period					CC17a
	Period start date	01/05/2022	To	Period end date	30/04/2023
Section A Statement of financial activities (including summary income and
expenditure account)

expenditure account)
Guidance Note Income (Note 3) Income and endowments from: Recommended categories by activity	Unrestricted funds Restricted income funds Endowment funds £ £ £ F01 F02 F03
S01 S02 S03 Other trading activities Donations and legacies Charitable activities	122,053	-	-	122,053	91,598
	2,911	80,854	-	83,765	116,252
	-	-	-	-	-
S07 *Total*	124,964	80,854	-	205,818	207,850
Expenditure (Notes 6) Expenditure on:
S08 S09 Charitable activities Raising funds	-	-	-	-	-
	75,887	81,721	-	157,608	164,535
S12 *Total*	75,887	81,721	-	157,608	164,535

S13 Net income/(expenditure) before tax for the reporting period	49,077	867) (	-	48,210	43,315
S14 Tax payable	-	-	-	-	-
S15 Net income/(expenditure) after tax before investment gains/(losses)	49,077	867) (	-	48,210	43,315
S16 Net gains/(losses) on investments	-	-	-	-	-
S17 Net income/(expenditure)	49,077	867) (	-	48,210	43,315
Extraordinary items S18	-	-	-	-
S19 Transfers between funds	-	-	-	-	-
Other recognised gains/(losses):
S20 S21 Gains and losses on revaluation of fixed assets for the charity’s own use Other gains/(losses)	-	-	-	-	-
	-	-	-	-	-
S22 *Net movement in funds*	49,077	867) (	-	48,210	43,315
*Reconciliation of funds:*
S23 Total funds brought forward	85,794	867	-	86,661	43,346
S24 *Total funds carried forward*	134,871	-	-	134,871	86,661

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Section B Balance sheet

Unrestricted funds £ F01	Restricted income funds £ F02	Endowment funds £ F03	Total this year Total last year £ £ F04 F05	Total this year Total last year £ £ F04 F05
3,422	-	-	3,422	272
192,977	5,104	-	198,081	259,267
196,399	5,104	-	201,503	259,539

61,528	5,104	-	66,632	172,878

134,871	-	-	134,871	86,661

134,871	-	-	134,871	86,661

134,871	-	-	134,871	86,661

-			-	-
	-	-	-	867
134,871			134,871	85,794
134,871	-	-	134,871	86,661

The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

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

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

and with the Charities Act 2011.

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

-Tick as appropriate

1.2 Going concern

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

An explanation as to those factors that support the conclusion that the charity is a going concern; Disclosure of any uncertainties that make the going concern assumption doubtful; Where accounts are not prepared on a going concern basis, please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the charity is not regarded as a going concern.	*The trustees are of the view that unrestricted funding -* *confirmed until April 2024, and the current reserve funds,* *are adequate to continue in operational existence for the* *foreseeable future and is therefore a going concern*
	*Not applicable*
	*Not applicable*

1.3 Change of accounting policy

The accounts present a true and fair view and no changes have been made to the accounting policies adopted in note { }.

in note { }.
Yes No	✓	* -Tick as appropriate
	✓

1.4 Changes to accounting estimates

No changes to accounting estimates have occurred in the reporting period (3.46 FRS102 SORP).

Yes No	✓	* -Tick as appropriate
	✓

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Note 2 Accounting policies

Yes No N/a*	Yes No N/a*	Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓
Yes No N/a*
✓	✓	✓

£500
Yes No N/a*
✓	✓	✓

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Note 3 Analysis of income

Donations and legacies:	Unrestricte d funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis	Unrestricte d funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis	Unrestricte d funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis	Unrestricte d funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis	Unrestricte d funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis	Unrestricte d funds Restricted income funds Endowment funds Total funds Prior year £ £ Analysis
	Donations and gifts	5,961	-	-	5,961	16,208
	Gift Aid	-	-	-	-	-
	Legacies	-	-	-	-	-
	General grants provided by government/other charities	50,000	-	-	50,000	50,000
	Membership subscriptions and sponsorships which are in substance donations	-	-	-	-	-
	Donatedgoods,facilities and services	-	-	-	-	-
	Other	12,527	-	-	12,527	25,390
	Total	68,488	-	-	68,488	91,598
Charitable activities:



	TK Maxx	18,000	-	-	18,000	-
	IESA Limited	15,000	-	-	15,000	-
	Other	14,245	-	-	14,245	-
	Burt's Bees	3,000			3,000
	Merchandise	2,911	-	-	2,911	1,257
	Bloom & Wild Limited	2,763	-	-	2,763	684
	Great Western Railway	-	40,924		40,924	54,675
	Essex CountyCouncil	-	16,896	-	16,896	3,190
	Transport for London	-	8,000	-	8,000	8,250
	West Midlands Combined Authority	-	3,800	-	3,800	-
	Education Services	-	2,500		2,500
	Coram's Fields.	-	2,204	-	2,204	10,800
	Network Rail	-	2,000	-	2,000	3,500
	Arriva Rail London Limited	-	1,600	-	1,600	-
	Hertfordshire CountyCouncil	-	1,080	-	1,080	-
	Severnside CommunityRail Partnership	-	900	-	900	-
	Blackmore Vale CRP	-	600	-	600	-
	Royal Academyof Music	-	350	-	350	-
	Stoke-on-Trent CityCouncil	-	-	-	-	500
	Feltham Community Development Association	-	-	-	-	950
	Greater Anglia	-	-	-	-	980
	CommunityRail Network	-	-	-	-	1,600
	We Are The Uncommon Ltd	-	-	-	-	2,000
	Bedfordshire RCC	-	-	-	-	2,066
	Purbeck CommunityRail Partnership	-	-	-	-	3,000
	Beds Rural Communities Charity	-	-	-	-	3,800
	SouthEast Community	-	-	-	-	4,000
	Derbyshire County	-		-	-	15,000
	Total	55,919	80,854	-	136,773	116,252

Income from	Interest income	557	-	-	557	-
investments:	Total	557	-	-	557	-

TOTAL INCOME		124,964	80,854	-	205,818	207,850

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Section C Notes to the accounts (cont)

----- Start of picture text -----
Note 6 Analysis of expenditure This year Last year
Unrestricte Restricted Unrestricted Restricted
d funds income funds income
Analysis of expenditure funds Total funds funds Total funds
£ £
Expenditure on Charitable activities 76,754 80,854 157,608 55,407 109,128 164,535
charitable
activities - - - - - -
- - - - - -
Total expenditure on charitable
76,754 80,854 55,407 109,128
activities 157,608 164,535
TOTAL EXPENDITURE 76,754 80,854 157,608 55,407 109,128 164,535
----- End of picture text -----

Other information:

Analysis of expenditure on charitable activities

----- Start of picture text -----
This year Last year
Grant Grant
Activity or Support Total this Support Total this
funding of funding of
programme Costs year Costs year
activities activities
£ £ £ £ £ £
Management Charitable activities 33,845 14,505 48,350 29,015 12,435 41,450
Project delivery Charitable activities 18,507 - 18,507 672 - 672
Administrative
overheads Charitable activities - 3,513 3,513 - 2,923 2,923
Marketing Charitable activities - 6,384 6,384 - 7,010 7,010
Depreciation Charitable activities - - - - 3,352 3,352
Other Restricted charitable activities 80,854 - 80,854 109,128 - 109,128
Total 133,206 24,402 157,608 138,815 25,720 164,535
----- End of picture text -----

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Section C Notes to the accounts (cont)

Note 19 Debtors and prepayments

19.1 Analysis of debtors	19.1 Analysis of debtors	19.1 Analysis of debtors
	This year £	Last year £
Trade debtors	3,000	-
Prepayments and accrued income	422	272
Other debtors	-	-
Total	3,422	272

Note 20 Creditors and accruals

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

20.1 Analysis of creditors

20.1 Analysis of creditors
	Amounts falling due within oneyear		Amounts falling due after more than oneyear
	This year £	Last year £	This year £	Last year £
Trade creditors y	10,528	10,057	-	-
Accruals and deferred income	51,000	151,075	-	-
Other creditors	5,104	11,745	-	-
Total	66,632	172,877	-	-

20.2 Deferred income

Please complete this note if the charity has deferred income.

Please explain the reasons why income is deferred.

Income is treated as deferred where expenditure on the project is after 30th Apr 2023


*Movement in deferred income account*	This year	Last year
	£	£
Balance at the start of the reporting period	149,975	185,325
Amounts added in currentperiod	-	49,975
Amounts released to income frompreviousperiods	(99,975)	(85,325)
Balance at the end of the reporting period	50,000	149,975

*Movement in deferred income account*	This year £	Last year £
Balance at the start of the reporting period	149,975	185,325
Amounts added in currentperiod	-	49,975
Amounts released to income frompreviousperiods	(99,975)	(85,325)
Balance at the end of the reporting period	50,000	149,975
Note 24 Cash at bank and in hand

Note 24 Cash at bank and in hand
	This year	Last year
	£	£
Short term deposits	85,000	135,000
Cash at bank and on hand	113,081	124,267
Other	-	-
Total	198,081	259,267

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Section C Notes to the accounts (cont)

Note 27 Charity funds

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

Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other funds' (which should include revaluation reserve and fair value reserve, if applicable). The 'Total funds' figure below should reconcile to 'Total funds' in the balance sheet.

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

----- Start of picture text -----
Fund Fund
Type
balances balances
PE, EE
Purpose and Restrictions brought carried
R or
forward Income Expenditure forward
UR
Fund names £ £ £ £
Donation - Trust & foundation UR Supports charitable activities 52,734 50,000 ( 36,991) 65,743
Donations - Individual UR Supports charitable activities 11,704 5,961 ( 6,361) 11,304
Merchandise & workshops UR Supports charitable activities 4,410 2,911 ( 2,636) 4,685
Other funds - Charitable activities UR Supports charitable activities 16,946 66,092 ( 29,899) 53,139
Restricted funding - Station projects R Charitable activities - 43,424 ( 43,424) -
Restricted funding - Community projects R Charitable activities 867 37,430 ( 38,297) -
Total Funds as per balance sheet 86,661 205,818 ( 157,608) 134,871
----- End of picture text -----*

Note 27 Charity funds

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

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

----- Start of picture text -----
Fund Fund
Type
balances balances
PE, EE
Purpose and Restrictions brought carried
R or
forward Income Expenditure forward
UR
Fund names £ £ £ £
Donation - Trust & foundation UR Supports charitable activities 36,790 50,000 ( 34,056) 52,734
Donations - Individual UR Supports charitable activities 3,056 16,208 ( 7,560) 11,704
Merchandise & workshops UR Supports charitable activities 1,000 6,257 ( 2,847) 4,410
Other funds - Charitable activities UR Supports charitable activities 2,500 25,390 ( 10,944) 16,946
Restricted funding - Station projects R Charitable activities - 68,071 ( 68,071) -
Restricted funding - Community projects R Charitable activities - 41,924 ( 41,057) 867
Total Funds as per balance sheet 43,346 207,850 ( 164,535) 86,661
----- End of picture text -----*

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

BEE FRIENDLY TRUST POLICY DOCUMENTS

Equality, diversity and inclusion policy

The Bee Friendly Trust is committed to encouraging equality, diversity, and inclusion among our workforce, including our volunteers, and eliminating unlawful discrimination.

The aim is for our workforce to be truly representative of all sections of society and our customers, and for each employee to feel respected and able to give their best.

The charity - in providing goods and/or services and/or facilities - is also committed against unlawful discrimination of customers or the public.

This policy’s purpose is to:

Provide equality, fairness, and respect for all in our employment, whether temporary, part-time or full-time, or volunteering.

2. Not unlawfully discriminate because of the Equality Act 2010 protected

characteristics of:

age
disability
gender reassignment
marriage or civil partnership
pregnancy and maternity
race (including colour, nationality, and ethnic or national origin)
religion or belief
sex
sexual orientation
Oppose and avoid all forms of unlawful discrimination. This includes in:
pay and benefits
terms and conditions of employment
dealing with grievances and discipline
dismissal
redundancy
leave for parents
requests for flexible working
selection for employment, promotion, training, or other developmental opportunities

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

The charity commits to:

Encourage equality, diversity and inclusion in the workplace as they are good practice and make business sense
Create a working environment free of bullying, harassment, victimisation and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued. This commitment includes training managers and all other employees and volunteers about their rights and responsibilities under the equality, diversity and inclusion policy. Responsibilities include staff conducting themselves to help the charity provide equal opportunities in employment, and prevent bullying, harassment, victimisation and unlawful discrimination.

All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation and unlawful discrimination, in the course of their employment, against fellow employees, customers, suppliers and the public

Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others in the course of the charity’s work activities.

Such acts will be dealt with as misconduct under the charity’s grievance and/or disciplinary procedures, and appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice. Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 – which is not limited to circumstances where harassment relates to a protected characteristic – is a criminal offence.

Make opportunities for training, development, and progress available to all staff and volunteers who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the charity.
Make decisions concerning staff being based on merit (apart from in any necessary and limited exemptions and exceptions allowed under the Equality Act).
Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.

OFFICIAL

The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Monitor the make-up of the workforce regarding information such as age, sex, ethnic background, sexual orientation, religion or belief, and disability in encouraging equality, diversity and inclusion, and in meeting the aims and commitments set out in the equality, diversity and inclusion policy.

Monitoring will also include assessing how the equality, diversity and inclusion policy, and any supporting action plan, are working in practice, reviewing them annually, and considering and taking action to address any issues.

The equality, diversity and inclusion policy was agreed by the charity’s trustees and is reviewed annually. Details of the charity’s grievance and disciplinary policies and procedures can be obtained from the Chair of Trustees. This includes with whom an employee or volunteer should raise a grievance.

Environmental policy

The Bee Friendly Trust recognises that it has a responsibility to the environment beyond legal and regulatory requirements. We are committed to reducing our environmental impact and continually improving our environmental performance as an integral part of our business strategy and operating methods. We will encourage customers, suppliers and other stakeholders to do the same.

Luke Dixon, CEO, is responsible for ensuring that this environmental policy is implemented, however, all employees have a responsibility in their area to ensure that the aims and objectives of this policy are met.

We endeavour to:

Comply with all relevant regulatory requirements.
Continually improve and monitor environmental performance.
Continually improve and reduce environmental impacts.
Incorporate environmental factors into business decisions.
Increase employee awareness.

1. Paper

We will:

Minimise the use of paper in the office.
Reduce packaging as much as possible.
Seek to buy recycled and recyclable paper products.
Reuse and recycle all paper where possible.

2. Energy and water

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

We will seek to:

Reduce the amount of energy used as much as possible.
Switch off lights and electrical equipment when not in use.
Adjust heating with energy consumption in mind.
Take energy consumption and efficiency of new products into account when purchasing them.

3. Office supplies

We will:

Evaluate if the need can be met in another way.
Evaluate if renting or sharing is an option before purchasing equipment.
Evaluate the environmental impact of any new products we intend to purchase.
Favour more environmentally friendly and efficient products wherever possible.
Reuse and recycle everything we are able to.

4. Transportation

We will:

Reduce the need to travel, restricting to necessity trips only.
Promote the use of travel alternatives such as e-mail or video/phone conferencing.
Make additional efforts to accommodate the needs of those using public
transport or bicycles.
Favour 'green' vehicles and maintain them rigorously to ensure ongoing efficiency.

5. Maintenance and cleaning

We will:

Use cleaning materials that are as environmentally friendly as possible.
Use materials in any office refurbishment that are as environmentally friendly as possible.

6. Monitoring and improvement

We will:

Comply with all relevant regulatory requirements.
Continually improve and monitor environmental performance.
Continually improve and reduce environmental impacts.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

Incorporate environmental factors into business decisions.
Review this policy and any related business issues at monthly management meetings.

7. Culture

We will:

Update this policy at least once annually in consultation with staff and other stakeholders where necessary.
Involve staff in the implementation of this policy, for greater commitment and improved performance.
Provide staff with relevant environmental training.
Work with suppliers, contractors and subcontractors to improve their environmental performance.
Use local labour and materials where available to reduce CO2 and help the community.

Sustainable Procurement Policy

Sustainable Procurement “A process whereby organisations meet their needs for goods, services, works and utilities in a way that achieves value for money on a whole life basis and generates benefits not only to the organisation, but also to society, the economy and the environment”.

The Bee Friendly Trust accepts its responsibility through its business practices and policies to enhance and be accountable for the social, economic, and environmental aspects of its local community and the communities that it operates within.

The Bee Friendly Trust are conscious that our activities affect the environment in which we exist, and we are acting to minimise negative environmental and social impacts associated with the products and services we supply and purchase.

The Bee Friendly Trust acknowledge our responsibilities in delivering this policy and recognise the importance of engaging our suppliers and (internal) customers in its implementation. In addition to supporting The Bee Friendly Trust Environmental Management System and complying with The Bee Friendly Trust broader Environmental Policy, we will embrace the following principles:

Organisational commitment to making more sustainable choices when applying our services through procurement. This means identifying more sustainable ways of meeting requirements and designing sustainable procurement specifications accordingly. The approach will address the social, economic, and environmental implications of product and service choices. When relevant it will embrace whole- life costing and address how aspects such as design, manufacturing materials,

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

operating costs, energy consumption, waste and recycling options support a more sustainable approach; and working in partnership with our suppliers and contractors to minimise the environmental and social impacts of our supply chain.

Procurement Policy Statement

The Bee Friendly Trust will incorporate sustainability into our everyday procurement activity to benefit society, the economy, and the environment.

The Bee Friendly Trust will purchase goods and supply services in a way that minimises the impact on the environment where it is practical and economically viable.

The Bee Friendly Trust will initiate savings in materials, energy, reduce waste, and promote a sustainable approach to the way we conduct our business.

Working with colleagues and suppliers we will ensure whole-life costs are considered and that, where practical and economically viable, purchases have been manufactured and are delivered, used, and disposed of in an environmentally responsible manner.

This policy will be supported by a Sustainable Procurement Strategy and Delivery Plan covering the 10 Steps to Sustainable Procurement, together with specific objectives and targets. This policy, strategy, and delivery plan will be reviewed annually.

Safeguarding and Child Protection Policy

The Bee Friendly Trust has considered its responsibilities to young people and adults at risk participating in its workshops and other educational activities very carefully and has produced the following Safeguarding and Child Protection Policy and underpinning procedures to set out the standards we wish to uphold in providing activities for children and safeguarding the welfare of children in our care.

1. Policy statement

The Bee Friendly Trust acknowledges its duty of care to safeguard the welfare of all young people (defined as those under 18) and adults at risk taking part in its workshops and other educational activities.

All young people have a right to protection, and have their particular needs taken into account. The Bee Friendly Trust will therefore endeavour to ensure the safety and protection of all young people involved with the Trust through these child protection guidelines adopted by the Trustees of the Trust. It is the responsibility of all adults working with the Trust to assist the Trustees in this endeavour.

2. Policy aims

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

To provide young people and adults at risk with appropriate safety and protection whilst in the care of the Trust.
To reassure parents that their children will receive the best
practicable care possible whilst participating in activities of the Trust.
To provide support to Trust staff and volunteers to make informed and confident responses to specific child protection and adults at risk issues and to fulfil their role effectively.

3. Principles

The welfare of young people is paramount. All young people, whatever their age, culture, disability, gender, language, ethnic origin and religious beliefs have the right to protection from abuse.
All suspicions and allegations of abuse and poor practice will be taken seriously and responded to swiftly and appropriately.
All staff and volunteers working for the Trust have a responsibility to report concerns to the Trustees.
Adults - trustees, staff members and volunteers - will be supported to understand their role and responsibility with regard to the duty of care and protection of young people by the Trust.
Individuals will receive support through education and training, so as to be aware of and understand best practice and how to manage any welfare or child protection issues that may come to light.
The Trust will work in partnership with young people and stakeholders to review and implement child protection and safeguarding procedures.
The Trust’s policy and procedures are based on the above principles and UK and international legislation and government guidance and take the following into consideration:
The Children Act 1989 and 2004.
Working Together to Safeguard Children 2015.
The UN Convention on the Rights of the Child.
Any subsequent legislation relating to child protection will implicitly be incorporated into this document.

4. Responsibilities and communication

The Bee Friendly Trust’s Safeguarding and Child Protection Policy will be available to all staff, volunteers and participants. Only staff with a current DBS certification will be left alone with children.
The Policy will be reviewed every three years by the Trustees, and amended as appropriate.
The Trustees have responsibility for ensuring that the policy and procedures are implemented, including taking any disciplinary action as appropriate.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

The Trustees have responsibility for responding to any allegations, concerns or child protection incidents and informing the appropriate staff where relevant.
The safeguarding lead is the charity’s Administrator who reports any such concerns immediately to the Trustees including those that relate to the Safeguarding Lead.
All concerns relating to safeguarding are considered by the Trustees and all appropriate action taken, including as necessary reporting to appropriate external bodies. In the case of any concerns regarding a member of Bee Friendly Trust staff, contact should be addressed to Trustee Becky Hall.
The Charity is committed to safe recruitment and takes all appropriate and necessary procedures in recruiting staff, volunteers and all others involved in the organisation.
Under no circumstances will any individual who is considered to pose a risk to children or adults at risk be deployed to work with these groups or undertake any work for the Charity.
Monitoring and review
This policy will be regularly monitored by the Trustees and reviewed every three years or in response to significant new legislation.

Health & Safety Policy

Purpose of policy

The Bee Friendly Trust (the Employer) takes health and safety issues seriously and is committed to protecting the health and safety of its staff and volunteers and all those affected by its business activities and attending its projects.

Employer responsibilities

The Employer is responsible for taking reasonable steps to safeguard the health and safety of staff, people affected by the Employer’s business activities and of people visiting its projects.
The Trustees have overall responsibility for health and safety and has appointed Emma Pritchard and Luke Dixon as the Principal Health and Safety Officers with day-to-day responsibility for health and safety matters.
Any concerns about health and safety matters should be notified to the Principal Health and Safety Officers.

Staff and volunteer responsibilities

All staff and volunteers must take responsible care for their own health and safety and that of others who may be affected by their acts or omissions.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

The Trust has devised these working protocols which all staff and volunteers must follow when working on station projects:

Sign in at station office or ticket office.
Wear a HiVis jacket or waistcoat.
Wear gloves.
Keep at least 1 metre from the platform edge and be mindful of passing trains.
Always keep any tools with you and do not leave anything unattended that could be blown on the tracks.
Beware of sharps and other litter and dispose of safely.
Remove any waste to a safe and suitable location. Station staff will be able to help you with this.
Report any issues, or requests for help or materials, to the Principal Health and Safety Officers.

Grievance procedure

1. Dealing with grievances informally

If you have a grievance or complaint about your work or someone you work with you should start by speaking with your manager wherever possible. You may be able to agree a solution informally between you. Your manager will usually be whoever you are working with on the day. Otherwise refer the matter to Luke Dixon or Emma Pritchard.

2. Formal grievance

If the matter is serious or you wish to raise it formally you should put the grievance in writing to your manager, as above. You should keep to the facts and avoid language that is insulting or abusive.

If your grievance is against your manager and you feel unable to approach them, you should raise it with Luke or Emma. If your grievance is with them you should refer the matter to the Trustees. A current list of Trustees and contacts can be found on the charity’s website.

3. Grievance hearing

Your manager or a Trustee will call you to a meeting, usually within 5 working days, to discuss your grievance. You have the right to be accompanied by a colleague or trade union representative.

After the meeting your manager or the Trustee will give you a decision in writing, usually within 24 hours.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2023

If the manager or the Trustee needs more information before making a decision, they will inform you of this and the timescale.

4. Appeal

If you are unhappy with the decision on your grievance you can raise an appeal. You should tell your manager or the Trustee who handled your grievance.

You will be invited to an appeal meeting, normally within 5 working days, with a more senior manager (or a different Trustee). You have the right to be accompanied by a colleague or trade union representative.

After the meeting the manager (or Trustee) will give you a decision, usually within 24 hours. That decision is final.

Table of Contents

Company information

Trustees report for the year ending 30 April 2023

Objectives and activities

Achievements and Performance

Achievements against objectives set

Structure, governance, and management

Financial review

Reserves policy and going concern

Funding

Risk

Statement of Trustees’ responsibilities

Independent Examiner’s report to the trustees of The Bee Friendly Trust

Responsibilities and basis of report

Independent examiners statement

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF The Bee

Friendly Trust

Section B Balance sheet

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

1.2 Going concern

1.3 Change of accounting policy

1.4 Changes to accounting estimates

Note 2 Accounting policies

Note 3 Analysis of income

Section C Notes to the accounts (cont)

Other information:

Analysis of expenditure on charitable activities

Section C Notes to the accounts (cont)

Note 19 Debtors and prepayments

Note 20 Creditors and accruals

20.1 Analysis of creditors

20.2 Deferred income

Please explain the reasons why income is deferred.

Section C Notes to the accounts (cont)

Note 27 Charity funds

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

Note 27 Charity funds

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

BEE FRIENDLY TRUST POLICY DOCUMENTS

Equality, diversity and inclusion policy

2. Not unlawfully discriminate because of the Equality Act 2010 protected

Environmental policy

1. Paper

2. Energy and water

3. Office supplies

4. Transportation

5. Maintenance and cleaning

6. Monitoring and improvement

7. Culture

Sustainable Procurement Policy

Safeguarding and Child Protection Policy

1. Policy statement

2. Policy aims

3. Principles

4. Responsibilities and communication

Health & Safety Policy

Grievance procedure

1. Dealing with grievances informally

2. Formal grievance

3. Grievance hearing

4. Appeal