2024-04-30-accounts

OFFICIAL

Trustees report and financial statements

For the financial year ending 30 April 2024

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 2024

Table of Contents

Company Information .............................................................................................. 3 Trustees Report ........................................................................................................ 4 Independent Examiner ............................................................................................. 9 Statement of Financial Activities .......................................................................... 10 Balance Sheet ......................................................................................................... 11 Notes to Financial Statements .............................................................................. 12 Policy Documents .................................................................................................. 20

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Company information

Trustees Dr Jane Louise Turner - Chair Rebecca Mary Hall Elizabeth Anne Vaughan Turner

Charity number 1161614 Registered office 6 Clarion House, St Anne’s Court London W1F 0BA Senior Luke Dixon, CEO management Governing Memorandum and Articles of Association documents Independent Glenn Lee Examiner 133 St George’s Road London SE1 6HY

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Trustees report for the year ending 30 April 2024

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 2024

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,

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

New projects included:

• Planter, one with built in seat, outside Reading Station, commissioned by Network Rail and planted and maintained by local homeless charity.

• Three self-watering planters at Plymouth Station.

• Two self-watering planters at Reading Green Park Station.

• A Safer Streets project in Frome, with twelve self-watering planters in the town’s streets, and schools’ workshops.

• Gordon Hill Station installing plants, homes for nature, wildlife viewing windows and educational artwork.

• A new student accommodation building in Hythe, near Colchester was given a ‘homes for nature’ make-over with bird boxes, bee house, giant bug hotel mushrooms, and a seeding of wildflowers.

• On the outskirts of a new housing development in Witham, a town in Essex, we created a bee haven – a housing development for bees and other pollinators. There are bee houses, bird boxes, and plants and seeding to ensure year-round forage, from spring Broom and summer Sunflowers to autumn Skimmia and winter Ivy.

• With Govia Thameslink Railway we embarked on a new ‘home for nature’ project funded by the Department of Transport, installing bird boxes, bee hotels, and hibernacula at stations across their network.

• New projects in association with Transport for London were developed at Barbican, Southgate, Canons Park, and Epping stations.

Art Commissions :

• We commissioned artist Niamh Walshe McBride to create pollinator themed stained glass windowpanes for the waiting area at Leyton Underground Station, where we also have a bee-friendly wildlife garden.

• A communal artwork was created by the people of Walton-on-the-Naze and installed as part of a planter project at the station. Poems and pyrographics were made by Tendring Writers Group, run by Faye Raithe, Shorefields School, Clacton Coastal Academy, and The Colchester Refugee, Asylum Seekers and Migrants Network (RAMA), through workshops hosted by Eleanor Brown at The Nose. The station Adopters will be looking after the planter, and new pyrographics will be added as time goes by.

• We commissioned a mural with funds from GWR on a shipping container in the car park at Oxford Station.

The continued 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 Bee Friendly Awards on World Bee Day to recognise the achievements of those towns, villages and communities supporting bees and pollinators.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

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 were established with:

• Schools in Enfield, Frome, Worcester and Essex

• Artists with whom we have commissioned illustrations and murals

• New stations and rail operators

• 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.

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 2024

Financial review

The net surplus for the year amounted to £65,036 (2023: £48,210). Total restricted funds are nil for the year (2023: nil), with general reserves (unrestricted and designated funds) now standing at £164,907 and £35,000 respectively (2023: £99,871 and £35,000), for a total funds balance at 30 April 2024 of £199,907 (2023: £134,871).

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 2024, 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. The charity has designated £25,000 towards maintenance of planters installed at stations and in communities.

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.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Risk

Regular funding received towards charitable activities of the charity ended on 30 April 2024.

The charity has been able to build up substantial reserves in recent years ready for this expected eventuality. The charity is now drawing on those reserves for its day to day running costs. To ensure that the charity is a going concern, monthly management accounts will be drawn up for the management team; an eighteenmonth projection will be monitored so that the charity always has twelve months of sustainable activity and a further six months of winding down time if needed.

The charity is now actively working to secure new regular funding. The charity’s activities will be at risk should further such funding not be secured within a 3-year period.

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

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

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

This report was approved by the Trustees on 14 September 2024 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 2024

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 2024 which are set out on pages 11 to 20.

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 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

14 October 2024

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Charity No 1161614 Annual accounts for the period Period end Period start date To 01/05/2023 date 30/04/2024

Section A Statement of financial activities

Section A Statement of financial activities	Section A Statement of financial activities	Section A Statement of financial activities
Recommended categories by activity Incoming resources (Note 3) Income and endowments from: Donations and legacies Charitable activities Other trading activities Total	Guidance Notes S01 S02 S03 S07	Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 107,607 - - 107,607 122,053 22,447 54,060 - 76,507 83,765 - - - - - 130,054 54,060 - 184,114 205,818 ~~F~~ ~~a~~
Resources expended (Note 6)
Expenditure on:
Raising funds	S08	- - - - -
Charitable activities Total	S09 S12	65,018 54,060 - 119,078 157,608 65,018 54,060 - 119,078 157,608 ~~a~~
Reconciliation of funds: Total funds brought forw ard Total funds carried forward Net income/(expenditure)	S15 S21 S22	65,036 - - 65,036 48,210 134,871 - - 134,871 86,661 199,907 - - 199,907 134,871 ~~Fr~~

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Section B Balance sheet

Guidance Notes Fixed assets Current assets Debtors (Note 19) B07 Cash at bank and in hand (Note 24) B09 Total current assets B10 Creditors: amounts falling due within one year (Note 20) B11 Net current assets/(liabilities) B12 Total assets less current liabilities B13 Total net assets or liabilities B16 Funds of the Charity Total funds B21	Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ F01 F02 F04 F05 11,461 - 11,461 3,422 195,281 - 195,281 198,081
	206,742 - 206,742 201,503 6,835 - 6,835 66,632
	199,907 - 199,907 134,871
	199,907 - 199,907 134,871
	199,907 - 199,907 134,871
	199,907 - 199,907 134,871

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.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

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 2024

Note 2 Accounting policies

Recognition of income 2.4 ASSETS They are valued at cost. 2.3 EXPENDITURE AND LIABILITIES The charity accounts for basic financial instruments on initial recognition as per paragraph 10.7 FRS102 SORP. Subsequent measurement is as per paragraphs 11.17 to 11.19, FRS102 SORP. These are included in the Statement of Financial Activities (SoFA) when: • the charity becomes entitled to the resources; • it is more likely than not that the trustees will receive the resources; • the monetary value can be measured with sufficient reliability. Grants and donations are only included in the SoFA when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP). Tangible fixed assets for use by charity Liability recognition Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty. The depreciation rates and methods used are disclosed in note 14. Grants and donations Deferred income No material item of deferred income has been included in the accounts. Basic financial instruments Tax reclaims on donations and gifts 2.2 INCOME In the case of performance related grants, income must only be recognised to the extent that the charity has provided the specified goods or services as entitlement to the grant only occurs when the performance related conditions are met (5.16 FRS 102 SORP). Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise. This is only included in the SoFA once the charity has provided the related goods or services or met the performance related conditions. The charity has incurred expenditure on support costs. Contractual income and performance related grants The charity has creditors which are measured at settlement amounts less any trade discounts These are capitalised if they can be used for more than one year, and cost at least Support costs Creditors	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 2024

Note 3 Analysis of income

Note 3	Analysis of income
				Restricted
			Unrestricte	income	Endowment
			d funds	funds	funds	Total funds	Prior year
	Analysis					£	£
Donations	Donations and gifts: Other		10,068	-	-	10,068	5,961
and	Donations and gifts: Mary Merchant Trusr		26,000	-	-	26,000	-
legacies:	Donations and gifts: GoodLoop		21,250	-	-	21,250	-
	General grants provided by
	government/other charities		50,000	-	-	50,000	50,000
	Donated goods, facilities and services		-	-	-	-	-
	Other		289	-	-	289	12,527
		**Total **	107,607	-	-	107,607	68,488
Charitable
activities:
	Frome Town Council		-	14,680	-	14,680	-
	Great Western Railway		1,650	10,200		11,850	40,924
	Transport for London		-	9,000	-	9,000	8,000
	Network Rail		-	5,750	-	5,750	2,000
	Govia Thameslink Railway Ltd		-	5,700	-	5,700	-
	MREF IV Colchester Property Ltd		-	2,740	-	2,740	-
	Witham Town Council		-	2,650	-	2,650	-
	Essex County Council		-	2,500	-	2,500	16,896
	Coram's Fields		-	840	-	840	2,204
	Burt's Bees		5,000	-	-	5,000	3,000
	Other		2,435	-	-	2,435	-
	Education Services		2,250	-	-	2,250	-
	Hertforshire County Council		2,000		-	2,000	-
	Magners - Secret Garden Event		1,988	-	-	1,988	-
	Other		1,842	-	-	1,842	14,245
	Bloom & Wild Limited		1,232	-	-	1,232	2,763
	TK Maxx		-	-	-	-	18,000
	IESA Limited		-	-	-	-	15,000
	Merchandise		-	-	-	-	2,911
	West Midlands Combined Authority		-	-	-	-	3,800
	Education Services		-	-		-	2,500
	Arriva Rail London Limited		-	-	-	-	1,600
	Hertfordshire County Council		-	-	-	-	1,080
	Severnside Community Rail Partnership		-	-	-	-	900
	Blackmore Vale CRP		-	-	-	-	600
	Royal Academy of Music		-	-	-	-	350
		**Total **	18,397	54,060	-	72,457	136,773
Income from	Interest income		4,050	-	-	4,050	557
investments:		**Total **	4,050	-	-	4,050	557
TOTAL INCOME			130,054	54,060	-	184,114	205,818

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Section C Notes to the accounts (cont)

Note 6 Analysis of expenditure

Unrestricted funds Restricted income funds Endowment funds Total funds Expenditure on charitable activities: 65,018 54,060 - 119,078 Total expenditure on charitable activities 65,018 54,060 - 119,078 Analysis of expenditure on charitable activities Activities undertaken directly Grant funding of activities Support Costs Total this year £ £ £ £ - 30,000 10,000 40,000 - 19,615 - 19,615 - - 4,453 4,453 - - 950 950 -54,060-54,060 -103,675 15,403 119,078 Administrative overheads - Charitable activities Marketing - Charitable activities This year Activity or programme Management - Charitable activities Other - Restricted charitable activities Total Other information: Project delivery - Charitable activities Charitable activities Analysis This year

Unrestricted funds Restricted income funds Endowment funds Total funds 76,754 80,854 - 157,608 76,754 80,854 - 157,608 Activities undertaken directly Grant funding of activities Support Costs Total last year £ £ £ £ - 33,845 14,505 48,350 - 18,507 - 18,507 - - 3,513 3,513 - - 6,384 6,384 -80,854-80,854 Last year Last year

-133,206 24,402 157,608

Note 19 Debtors and prepayments

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

Please complete this note if the charity has any debtors or prepayments. Note 19 Debtors and prepayments
19.1 Analysis of debtors Trade debtors Prepayments and accrued income Other debtors Total	This year Last year £ £ 11,010 3,000 451 422 - -
	11,461 3,422

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

Section C Notes to the accounts (cont)

Note 20 Creditors and accruals

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

20.1 Analysis of creditors

This year Last year £ £ Trade creditors 3,450 10,528 Accruals and deferred income 3,385 51,000 Other creditors - 5,104 Total 6,835 66,632 Movement in deferred income account Balance at the start of the reporting period Amounts added in current period Amounts released to income from previous periods Amounts falling due within one year Balance at the end of the reporting period	This year Last year £ £ - - - - - - - - Amounts falling due after more than one year
	This year Last year £ £ 50,000 149,975 - - (50,000) (99,975)
	- 50,000

Note 24 Cash at bank and in hand

Other Cash at bank and on hand Total Short term cash investments (less than 3 months maturity date) Short term deposits	This year Last year £ £ - - 85,000 85,000 110,281 113,081 - -
	195,281 198,081

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Section C Notes to the accounts (cont)

Note 27 Charity funds

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

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

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

* Key: PE - permanent endowment funds; EE - expendible endowment funds the charity; and U - unrestricted funds	; R - restricted income funds, including special trusts, of
Donation - Trust & foundation UR Supports charitable activities Donations - Individual UR Supports charitable activities Merchandise & workshops UR Supports charitable activities Other funds - BFT activities UR Supports charitable activities Restricted funding - Station projects R Charitable activities Restricted funding - Community projects R Charitable activities Other funds N/a N/a Fund names Type PE, EE R or UR * Purpose and Restrictions**	Fund balances brought forward Income Expenditure Transfers Fund balances carried forward £ £ £ £ £ 65,743 97,250 ( 48,618) -114,375 11,304 10,357 ( 5,178) -16,483 4,685 2,435 ( 1,217) -5,903 53,139 20,012 ( 10,005) -63,146 - 45,330 ( 45,330) -- - 8,730 ( 8,730) -- - - - --
Total Funds	134,871 184,114(119,078)-199,907

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Section C Notes to the accounts (cont)

Note 27 Charity funds (cont)

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

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

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

	Type		Fund				Fund
	PE,		balances				balances
	EE R	Purpose and Restrictions	brought				carried
	or UR		forward	Income	**Expenditure **	Transfers	forward
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 - BFT 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	86,661	205,818	(157,608)	-	134,871

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Section C Notes to the accounts (cont)

Note 28 Transactions with trustees and related parties

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

28.1 Trustee remuneration and benefits

This year

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

In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee by the charity or any institution or company connected with it.

Last year

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

28.2 Trustees' expenses

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

No trustee expenses have been incurred (True or False)

----- Start of picture text -----
TRUE
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28.3 Transaction(s) with related parties

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

This year

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

----- Start of picture text -----
TRUE
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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

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:

1. 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

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

The charity commits to:

1. Encourage equality, diversity and inclusion in the workplace as they are good practice and make business sense

2. 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

1. 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.

1. 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.

2. Make decisions concerning staff being based on merit (apart from in any necessary and limited exemptions and exceptions allowed under the Equality Act).

3. 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.

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The Bee Friendly Trust Trustees report and financial Statements For the year ending 30 April 2024

1. 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 2024

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 2024

• 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 2024

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 2024

• 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 2024

• 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

1. 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.

2. 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.

3. Any concerns about health and safety matters should be notified to the Principal Health and Safety Officers.

Staff and volunteer responsibilities

1. 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 2024

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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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.

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