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← Penrith And District Beekeepers Association

2025-12-31-accounts

Trustees’ Annual Report for the period

From 1[st] January 2025 Period end date

Charity name: Penrith & District Beekeepers Association

Charity registration number: 1170487

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The objects of Penrith and District
Beekeepers Association CIO are to
preserve 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
accounts.		 Para 1.17 and
1.19		 a) The promotion and improvement of
beekeeping in Penrith 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 Charity
Commission Guidance document and
receive training as part of their induction as
new trustees.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Contribution made by
volunteers		 Para 1.38 All Trustees are volunteers and contribute
to the running, monitoring and financial
management of the charity. Members also
voluntarily support the activities of the
charity which enable it to meet its
charitable objectives.

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Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 An information table, manned by trustees
with handouts about the Asian Hornet was
used at Acorn Bank during weekends
throughout the summer season, to raise
the awareness of the general public to the
dangers of the Asian Hornet and how it
should be reported as a non-native
invasive species if spotted. Handouts
supplied by the National Bee Unit (NBU)
were also available for PBKA Trustees to
give out to visitors at Acorn Bank on the
afternoons of the Branch Meetings.
A PBKA Trustee provided space for
beekeepers to provide information to the
general public about bees, beekeeping and
the Asian Hornet at a monthly market at
Kirkby Stephen. National Surveys have
shown that it is the reports from the
General public that have been the most
significant in reporting the presence of the
Asian Hornet and which has led to its nests
being destroyed- so educating the general
public to know how to identify and report
sightings is of both national and local
importance.
Attendance at local events: PBKA also had
a stall at the Kirkby Stephen Westmorland
Dales Arts Event in July. . Approximately
30 people visited the stall during the day.
Apple Day at Hutton in the Forest
Approximately 40 people visited the stall
during the day. PBKA was invited by the
Cumbria Wildlife Trust to provide
information at the opening of the Cold
Springs Nature reserve in October.
Presentations to local interest groups,
including gardening clubs and allotment
owners, were provided by PBKA Members
in Dalston, Shap and Stainton.
During July, a ‘Young Carers’ group of 12,
10-13 year olds attended a session at
Acorn Bank to learn more about bees and
other pollinators. This provided a valuable
educational as well as recreational activity
to young children/ teenagers who are often
deprived of these opportunities due to their
caring responsibilities.

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In November and December, four information sessions were held for all the beneficiaries and support volunteers at the ‘Growing Well’ charity’s base at Tebay Services. These sessions particularly focused on the ways in which bees aid pollination and the support that they need from gardeners because the charity’s beneficiaries learn horticultural skills to help them combat mental health issues. Introducing Beekeeper Course: June 2025. 12 attended. 100% recorded excellent to all aspects of the course. Course participants included two volunteers from Acorn Bank who learnt more about the ways in which, they as volunteer gardeners, should tend the plants to encourage healthy bee and pollinator development. Swarm collection: Although our swarm collectors generally commented that it seemed as if less swarms took place last summer, a total of 21 swarms were collected by our team of 11 swarm collectors, six more than in 2024. Swarm collectors continue to receive requests to remove bumble bee and wasp nests (ten in total) , but the number of visits to properties are now less due to the requirement to provide photographic evidence prior to a swarm collector visiting the site. Bees were supplied to members from the stocks at Acorn Bank to ensure that local beekeepers have colonies with strains of healthy bees which will survive the Cumbrian winters and foraging conditions.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 All the achievements recorded in the
PDBKA Development plan 2025 were
achieved in the various sections except that
the Long Hive could not be used for bees
because the poor weather conditions
produced a drone laying queen so the

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colony identified for transfer to the long hive died out. The Training Apiary continues to be a valuable training resource 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.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity is in a healthy financial position-
having adequate reserves. This includes
funds approved for the Mural Project which
will no longer go ahead. This has since been
re-designated for the purchase of more
information boards and display screens to
promote public awareness of the Asian
Hornet threat.
Statement 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 storm/ general wear
and tear and to have funds available to
replace colonies of bees and equipment in
case of colony loss through disease etc. To
purchase new/ up to date equipment for
specialist bee husbandry purposes.
Amount of reserves held Para 1.22 The charity holds unrestricted reserves of
£13,342.
Additional information (optional) Additional information (optional) Additional information (optional)
You may choose to include further statements where relevant about:
Member subscriptions
Fund raising at events and activities such
The charity’s principal as raffles, ‘bucket collections’ and through
sources of funds (including Para 1.47 initiatives such as, honey sales and other bi
any fundraising) products such as honey mustard. .
Applications for grants/ funding awards
from other charitable trusts for specific
projects.
Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 Member subscriptions
Fund raising at events and activities such
as raffles, ‘bucket collections’ and through
initiatives such as, honey sales and other bi
products such as honey mustard. .
Applications for grants/ funding awards
from other charitable trusts for specific
projects.
A description of the principal
risks facing the charity		 Para 1.46 Destruction of bee hives, colony losses due
to adverse weather conditions or disease,
destruction by non-native species, e.g.
Asian Hornet; hive beetle; reportable viral
diseases e.g. American Foulbrood which
would require all colonies and equipment to
be destroyed. If beekeepers were widely
effected by these events, then there would
be fewer members and the continuing
viability of the organisation would be
uncertain.

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Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution for CIO as recommended by
the Charity Commission
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Trustees are elected by members at the
AGM. The eligibility of the elected
individuals are checked out against the
Charity Commission criteria.

Additional information (optional)

Additional information (optional) Additional information (optional) Additional information (optional) Additional information (optional)
You may choose to include further statements where relevant about:
An induction pack is provided and this is
followed up by an Induction Meeting with the
Policies and procedures Chair and another experienced Trustee,
adopted for the induction and Para 1.51 subject to their availability, prior to the new
training of trustees trustee attending their first board meeting.
Additional information (optional) Additional information (optional) Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51 An induction pack is provided and this is
followed up by an Induction Meeting with the
Chair and another experienced Trustee,
subject to their availability, prior to the new
trustee attending their first board meeting.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 PDBKA is affiliated to Cumbria Beekeepers
Association (which comprises 5 branches
from across north Cumbria)
CBKA is a regional constituent of the British
Beekeeping Association – of which PDBKA
is also a member.
Relationship with any related
parties		 Para 1.51 Linked through the renewal of annual
subscriptions from the PDBKA Membership
to both Cumbria Beekeepers Association
and the British Beekeepers Association.

Reference and Administrative details

Charity name Penrith and District Beekeepers Association
Other name the charity uses Penrith Beekeepers Association
Registered charity number 1170487
Charity’s principal address 16 Byrnes Close
Plumpton
Penrith
CA11 9PE

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Names of the charity trustees who manage the charity

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14		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Margaret Riches Chair
Norman English Treasurer Appointed 13/04/2025
Dominic Rhodes Apiary Manager
Vice Chair
Davina Solomon Minutes Secretary
Mark Gerrard
Dasey		 Web site Manager
& Membership
Secretary
Pat Norris Programme
Development
Richard Grange
Backhouse		 Apiary Manager
Michael Ryan Equipment Manager Appointed 13/04/2025
Ramiz Idriz SafeguardingOfficer Appointed 13/04/2025
Clive Nigel Riches PolicyAdvisor
Catherine
Bernadette
Weightman		 Resigned 13/04/2025
Owen John David
Morgan		 Resigned 13/04/2025
Peter Andrew
Morgan		 Resigned 13/04/2025
John Campbell
Banks		 Resigned 13/04/2025
Kirk Harrison Resigned 13/04/2025

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

----- Start of picture text -----
Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
----- End of picture text -----

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Penrith and District Beekeepers Association Penrith and District Beekeepers Association Penrith and District Beekeepers Association Penrith and District Beekeepers Association Penrith and District Beekeepers Association Penrith and District Beekeepers Association Penrith and District Beekeepers Association 1170487 1170487
Receipts andpayments accounts
01/01/2025
31/12/2025
To
For the period
from
~~es~~
~~e~~
~~ee~~		 CC16a
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Subscriptions 4,211 - - - - 4,211 6,069
Brood diseases insurancepremiums 246 - - - - 246 481
Events 146 - - - - 146 189
Training 1,325 - - - - 1,325 1,240
Donations 339 - - - - 339 597
Fundraisingactivities 1,836 - - - - 1,836 2,893
Grants - - - - - - 2,250
Sale of equipment 714 - - - - 714 -
Bank interest receivable 73 - - - - 73 100
Sub total(Gross income for
AR)		 (Gross income for
AR)8,890		 - - - - 8,890 13,819
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
8,890
-
-
8,890
13,819
~~——————~~
A3 Payments
Subscriptions 2,620 - - - - 2,620 2,369
Brood diseases insurancepremiums 357 - - - - 357 314
Equipment, apiary development and
insurance 1,229 - - - - 1,229 2,003
Apiarytravel 153 - - - - 153 436
Bee suits 20 - - - - 20 1,209
Asian Hornet 794 - - - - 794 1,177
Longhive beeshed - - - - - - 186
Events costs 366 - - - - 366 356
Trainingcosts 1,075 - - - - 1,075 973
Meeting,talks and speaker costs 403 - - - - 403 627
Postage andprinting 467 - - - - 467 745
Fundraisingexpenses 1,443 - - - - 1,443 1,794
Stripe fees 55 - - - - 55 72
Sundryexpenses 239 - - - - 239 165
Website costs 66 - - - - 66 66
Accountancy 95 - - - - 95 90
**Sub total ** 9,382 - - - - 9,382 12,582
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
9,382
-
-
9,382
12,582
~~——————~~
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end		 (492)
-
-
(492)
1,237
-
- -
-
-
13,834
- -
13,834
12,597
13,342
-
- 13,342
13,834
~~===>>~~

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Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Bank Current Account
Building Society Account
Details
Total cash funds
Details
Details
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
7,890
-
5,452
-
-
13,342
-
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

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Penrith and District Beekeepers Association Chartered Accountants report for the period ended 31 December 2025

We have prepared for your approval the financial information of the Penrith and District Beekeepers Association for the period, which comprises of the receipts and payments statement and the balance sheet, from the entity's accounting records and from information and explanations you have given us.

As a practising member of the Institute of Chartered Accountants in England and Wales (ICAEW), we are subject to its ethical and other professional requirements which are detailed at icaew.com/membershandbook.

This report is made solely to you, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the financial information of Penrith and District Beekeepers Association and state those matters that we have agreed to state to you in this report in accordance with the guidance of ICAEW as detailed at icaew.com/compilation. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Penrith and District Beekeepers Asociation for our work or for this report.

You have approved the financial information for the year and have acknowledged your responsibility for it, for the appropriateness of the financial reporting framework adopted and for providing all information and explanations necessary for its compilation.

We have reviewed the accounting records supplied and vouched year end bank balances to bank statements.

APB Bookkeeping Services Limited Chartered Accountants 89 Pennyhill Park Penrith CA11 9JW

Date: 11 March 2026

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