CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 1•t January 2024 Perlod end date Perlod stsrt date To 31•t December 2024 Charlty name: Penrlth & Dlstrlct Beekeepers Assoclatlon Charlty reglstratlon number: 1170487 Objectives and Activlties SORP referen Summary of the purposes of the charity as set out in its goveming document Paral.17 The objects of Penrith and District Beekeepers Association CIO are to preseNe the honeybee by promoting the craft of beekeeping and educating the public of the benefit of bees in the environment. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services Identified in the account8. Para 1.17 aTr 1.19 a) The promotlon and improvement of beekeeping in Penrilh and the surrounding area. b) The control and, where possible, the eradication of diseases and disorders of honeybees. c> The raising of public awareness of the importance of bees to the environment. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 All Trustees receive the CC Guidanc document and receive training as part of their Induction as new Irustees. Additional inforniation (optional) You rna choose to include further statements where relevanl about: SORP releren¢e All Trustees are volunteers and contribute to the running, monitortng and financial management of the charity. Members also voluntarily support the activities of the charity which enable it to meet its charitable ob'ectives. Para 1.38 Contribution made by volunteers
Achievements and Performance SORP referen Educatlon: The Penrith and District Beekeepers Association (PDBKA) 2024 Calendar was sold and distributed across the local area and beyond. It contained infonnation about bees. beekeeping and bee friendly plants. Summary of the main achievements of the charity, identifying the diffen the charity's work has made to the arcumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 An infonnation table, manned by trustees with handouts about the Asian Homet was used at Acom Bank during weekends throughout the summer season, to raise the awareness of the general public to the dangers of the Asian Homet and how it should be ported as a non-native invasive species rf spotted. Resources were sourced and purthased so that 50 Asian Homet Watch Kits could be compiled and distributed to PBKA members at the AGM and other local interest groups. The infomiation in the kits was in duplicate so that recipients could retsin one set and pass the documents onto someone else. Handouts supplied by the National Bee Unit (NBU) were also available for PBKA Trustees to give out to visitors at Acom Bank on the aftemoons of the Branch Meetings. Grant fundlng was used to design and produce a set of five A1 infonnation boards. These were used to develop a display and infomiation table at Penrith Library during April and in Carlisle Library during May. A school project about the value of honey bees and their life cycle were undertaken at Warcop Primary School (82 pupils) during June. A group of members from Penrith Lions visited the apiary for a presentation about bees followed by an opportunity to visit the apiary and observe the bees while the apiary managers carried out a bee inspection. Oral History Trail: 3 beekeepers were interviewed by a Community Development officer about the setting up of the apiary and the value of bees to the environment.
The recorded transcript of this conversation will be included in an oral history trail for asS by the general public on visits to Acom Bank. Trainlng for aspiring boekeepers: Introducing Beekeeper Course: June 2024. 14 attended. 1000/0 recorded excellent to all aspects of the course. Course participants induded Iwo students. PBKA Stall and Observatlon hlve at local events: Kirt(by Stephen Westmorfand Dales Arts Event 28th July. Approximately 30 people visited the stsii during the day. Apple Day at Hutton in the FOSt (29 September) Approximately 40 people visited the stall during the day. th Swarni collectlon: Swami collectlon: Total of 15 swarms were collected by team of 11 swami collectors in response to requests received from the general public. The swam collection process and the conversations that take place when inappropriate call outs are made, helps to educate the general public about how to identify bees and deal with them. 5 call outs related to bumble bee and wasp nests. There were more incidences of advice being given through telephone conversations and in some instances these led to 'call outs, being avoided. The visits were to properties where bees had nested within the building. These included bees that had established themselves in the building following the removal of other bee nests eadier in the season. The is an absence of builders in Cumbria who are available to deconstruct sections of properties to remove bees from inaccessible places and this is a growing concem to propety owners Whe colonies inhabit sites where other bees have been because the residue of old frames and pheromones remain and attract newcomers. Unlike tt)e south of England, Ihere are no companies in Cumbria offering hive removal service which involves dismantling part of a property. This issue has been reported to the BBKA. There was a higher incidence of advice provided and unnecessary call outs avoided. A swami catcher box was provided to the Buddhist Temple. Sometimes swarm collectors receive calls
when they are away on holiday and out of the area. The establishment of a 'Wthats App, Group for the swann collectors might enable them to speedily pass callerfs quesus to other swarm collectors to deal with rf the are not available. Additlonal Inforniatlon (optlonal) Youm thoose to include further statements where relevant about.. All the achievements recorded in the PDBKA Development plan 2024 were achieved in the various sections except that the Long Hive Gould not be used for bees because of the delays in the path construction followed by poor weather. Achievements against objectives set Para 1.41 Pollinator Mural Project.. progress was made towards the further development of an arts project.. the feasibility study was completed and plans for contacting the community groups to assess them for future involvement was agreed for action in January 2025. A course deslgned to help members of the public learn more about pollinators and the way that they can be supported in order to reduce their further dedine was developed in collaboration with Cumbria Idlrfe Trust, Cumbria Beekeepers Association and the British Beekeepers Association. It featured as one of the programmes offered by Higham Hall Education Centre during July 2024, but unfortunately had to be cancelled due to lack of applicants. The Tralnlng Aplary continues to be a valuable training resourEe for both beginners and established beekeepers. It Is managed by a team of four volunteers and the branch meetings held at Acorn Bank over the summer months were well attended, mainly by beginners. £1,145 sponsorship raised to support the development 2024 PDBKA Calendar. Performance of fundraising activitles againsl obieclives set Para 1.41 £3,250 in grants was raised to pay for the construction of a pathway to ensure access to the long hive, but due to the landownerfs deasion to fund and resource this from the estale. Ihese funds were diverted (with the permission of the grant providers) and used to purchase equipment. (in particular, specialist bee suits for wheel chair users) and future fund the Pollinator Mural Project.
Financial Review Review of the charity's financial position at the end of the period Para 121 The charity is in a healthy financial position- having adequate reserves (see below) and £8,455 in the current account and £5,379 in the Building Society account which indudes £2,000 to support the development of the Pollinator Mural Projecl. ststement explaining the policy for holding reserves stating why they are held Para 1.22 Reserves are held to maintain the apiary in good repair in case of stomil general wear and tear and to have funds available to replace colonies of bees and equipment in Gase of colony loss through disease etc. To purchase newl up to date equipment for specialist bee husbandry purposes. Amount of reserves held PaTa 1.22 Current reserves are £11,834 which is made up of £13,834 of cash held less £2.000 designated as described in para 1.21. Explanation of any uncertainties about the charity continuing as a going concem Para 1.23 No going concem issues. Addltlonal Inforniatlon (optlonal) You ma choose to include further statements where relevant about.. Member subscriptions Fund raising at events and activlties such as raffles, 'bucket collections, and through initiatives suth as Ihe annual calendar, honey sales. Applications for grantsl funding awards from other charitable trusts for specffic projects. The d)arity's principal Sou5 of funds (Indudlng any fundraising) Parn 1.47 Destruction of bee hives, colony losses due to adverse weather conditions or disease, destructs'on by non-native species, e.g. Asian Homet; hive beetle; reportable vlral diseases e.g. American FOU1bOd which would require all colonies and equipment to be destroyed. A defKription of the prfncipal risks faang the tharity Para 1.46
Structure. Governance and Management Description of charity's trusts: Type of goveming document Par8 1.25 Constitution for CIO as recommended by the Chari Commission cio How is the charity constituted? Para 1.25 Trustee selection methods induding details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Parn 1.25 Twstees are elected by members at the AGM. The eligibility of the elected individuals are checked out against the Charity Commission crlteria. Addltlonal Infonnation (optlonal) You ma oose to include further statements where relevant about: An induction pack is provided and this is followed up by an Induction Meeting with the Chair and another experienced TNstee, subject to their availability, prior to the new trustee attending thelr first board meeting. PolScies and procedures adopted for the induction and training of trustees Parn 1.51 PDBKA is affiliated to Cumbria Beekeepers Area Assoclation (whlch comprises 5 branches from across north Cumbria) CBKA4 is a regional constltuent of Ihe British Beekeeping Association - of which PDBKA is also a member. The charlty's organisational structure and any wider netwo with which the charity works Para 1.51 Linked through the renewal of annual subscriptions from the PDBKA Membership to both Cumbria Beekeepers Association and the British Beekeepers Association. Relationship with any related parties Parn 1.51 Reference and Admlnistrative details Chari name Other name the chari uses Re istered chari number Charity's princrpal address Penrith and District Beekee e Association Penrith Beekee ers Association 1170487 16 Bymes Close Plumpton Penrith CA119PE
Names of the charfty trustses who manage the charity Dates act•d If nol for whole ar Trust•• na Offlce {If any) Nam• of porson lor body) entitled toa int trust•e rfan Margaret Riches Chair Clive Nigel Riches Dominic Rhodes Treasurer Appointed 0710412024 Apiary Manager Vice Chair Minutes Secretary Web site Manager + Membership Secretary Programme Development Apiary Manager Davina Solomon Mark Geard Dasey Pat Norris Richard Grange Backhouse Catherine Bemadette Weightman Owen John David Morgan Peter Andrew Morgan John Campbell Banks Kirk Haffison Events Co-ordinator Safeguarding Officer 10 Equipment Officer Assistant Treasurer 12 Apiary Manager Appolnted 0710412024 Declarations Tho trustees d•clarn that they have approved the tru8teo8' rnport above. Slgned on behalf of th• charlty'8 trustoe• Slgnature(s) Full name(s) Posltlon (eg Secrgtsry, Chalr, etc) Margaret Riches Chair £L R In//£ Date 2710212025
CHARITY COMMISSION FOR ENGLAND AND WALES Penrhh and ts111 O•¢kw¢rn AMocl•W•n 1170417 Recei ts and 0ln1r2024 ments accounts CC16a For the wlod from 3IIIV2024 To Section A Receipts and payments unl1[1•d fund• Endtymnt funds fund Tolal funds L••1 th•i••lt ID tho n•wwlf t•th• rw••tf A1 Rocel t 481 EvrAs 471 tkn•Vffjrt Fwth 093 V•rmi tr•atM•rt Gll ttld r•¢ov•Mbl• fOQ Gr08s income for AR) 12.W 1,210 11819 14n• A2 Auet and InWlM•nt Ml••. Sub totsi 12,M• 1,210 11,721 AIP• &thcr bjns 314 114 E4n•rt. IF4•ry 003 B••B Akn Horrth ts•o Ev•rkn cos Tr• 388 •7J 627 746 1.794 72 •73 441 233 746 FIMdrn •x 72 Vl•b&t• casts •0 12.$02 Sub total 10.•16 4 AM•1 •nd Investment urchases, see table Sub tot 10,911 1.187 13,612 11,081 N•t of r•C•1ptrfp•n•nI•) Tran>fers between funds Cash funds last •nd 1.064 14171 1.237 4,113 12,110 13.1>4 12,117 iJ.eJ4 7.934 12.697
Sectioii B Statement of assets and liabilities at the end of the period Unrestricted Restricted funds fund Endowment fvnds Cate¥orl•s Detalls to nw•Èi£ B1 Ga•h fvnd b• CLfF•rf S,J7• Tot•1 c••h lund¥ 13,834 Unmtrlcl fund RMtrlct•d fvnds Endry4vm•nt funds Oetails Fund to Cumt vdu• Details Fund ta Ythl¢h Detai15 4 Au•ts r•takn•d forth• ¢harlty's xvn us• Puhd to Details •thnt du• B6 Ll•blllll• Sn•d by on• or thqI•m On bah•No141 lh• Iruaa* Siwalure Prlnt Name Oate crf
Section B Statement of assets and liabilities at the end of the period Uniestricted R¢strictod funds fund Endowmonl lund¥ Caieuorlv5 DEtai15 n•ir•Att B1 C•th fvnds Tot•1 c••h funds 13,lJ4 Unrutrlct•d fund• R•strl fvnds Elowm¢nt fubm Drtalls Fund 10 Details ODMI
Penrlth and Dl8trlct B•ekoepers A880clatlon Chartered Accountants report for the pertod ended 31 December 2024 We have prepared for your approval the finand81 infomation of the Penrith and tlstri Beekeepers Assoaats'on for the period, which comprises of the receipts and payments statement and the ba18nce sheet, from thè entity's accounting records and from infonnation arKI explanatiorK8 you have given us. As a practising member of the Insts'tute of Chartered Accountants in England and Wales (ICAEW), we are subj'ect to its ethical and other professional requirements whith are detailed at icaew.¢omlmembershandbcM)k. Thls report is made solely to y, in accordance with the terms of our engagement lett8r. Our woth has been undertaken solely to prepare for your approval the financial infomation of Penrith and Distiict 8eek88p8rs Association and state those matters that we have agreed to state to you in this report in accordan(* with the guidance of ICAEW as detailed at icaew.convcompilation. To Ihe fullest extent pemiitted by law, we do not accept or assume responsibility to anyone other than Penrlth and Clstrict Beekeepers Asoclatlon for ow work or for this report. YCAJ have approved the financial infonnats'on for the year and have acknowledged yr responsibility for it, for the appropriateness of the financtal reporting framework adopted and for providing all irformation and explanations necessary for its compilation. We have reviewed the accounting reconls supplied and vched y88r end bank balances to bank statements. APB Bookkeeplng Services Limited Chartered Accountants 89 Pennyhill Park Penrith CA119JW Date: 28 February 2025 10