## **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.|
1
## **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.|
2
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|
|---|---|---|
3
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.|
4
## **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|
|||
5
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
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 -----**
6
||**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**
~~**e**s~~
~~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**
~~===>>~~||||||||||||
7
## **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|
|||||
|||||
8
## **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
9