Trustees’ Annual Report for the period 1 October 2019 to 30 September 2020
Charity name: Gwent Beekeepers CIO
Charity registration number: 1174746
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The encouragement, improvement and advancement of beekeeping for public benefit |
| 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 membership association for beekeepers in Gwent ● Providing annual courses for (c.25) beginner beekeepers ● Providing a programme of monthly seminars or practical training for members ● Providing a swarm collection service to wider population ● Raising awareness of bees, and the importance of pollination to the wider population and schools ● Fundraising to support achievement of above activities ● In this period, a new study centre and apiary has been built on land purchased by GBKCIO at Llanvair Kilgeddin in the last period. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Public benefit is demonstrated in a number of ways: ● Activities such as swarm collecting provide a public service – a swarm collection coordinator maintains a list of members willing to be called out immediately to collect swarms ● Raising awareness of the public about the benefits of bees and their impact in food production and wider environment, including regularly visiting schools and community groups. ● The planning of courses and seminars supports members in their understanding of how to keep bees and the impact within the eco-system. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | All activities are carried out by volunteers (mainly but not exclusively members of GBK CIO) such as: ● Stands at shows promoting GBK and its objectives ● Visits to school and community groups ● Planning and delivering of courses ● Administering membership services ● Running of the CIO – accounts, banking, supporting meetings In addition, during this period, much of the new education build has been undertaken by volunteers: project management, plumbing, electrics, painting, carpentry etc. |
| Other | N/A |
|
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 | The new education centre build project has been the focus during this period, following the purchase of a 5 acres field at Llanfair Kilgeddin. A timber frame building was erected in March (Phase 1) and internal works are nearing completion (Phase 2). This has involved a number of members and non-member volunteers with trade experience, completing much of the work ourselves. Other volunteers have helped with painting and other tasks. The final stages (external storage shed, landscaping) will be completed in the next period. Winter seminar programme: six talks were provided to members (others planned for the springer were curtailed due to the COVID19 pandemic) Beginners courses: 30 beginners participated in the course this year – which moved online from March, with adjustments made for practical sessions (1-1 mentors in place of group sessions) Taster sessions: 40 people attended COVID19-secure taster sessions in August 2020 |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising is normally via stands at agricultural and other shows, but these have been cancelled due to the COVID19 pandemic. Fundraising has focused on grants and donations to support the build project – this has included £24.9k grant income and £16.5k donation (attracting gift aid) |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A | |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The closing balance of this period was £29,367. Both Phase 1 and Phase 2 of the build project were achieved within the spending plan agreed. A substantial donation of £16k (plus gift aid which has been claimed for but not yet been paid) was received to support the build project. Non-build project-related income during the period had also increased from previous periods, due to an increase in new members. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held in case of emergency work required to the building or apiaries and to manage seasonal fluctuations in income / expenditure. |
| Amount of reserves held | Para 1.22 | Funds of £29.4k remain going into the next period to: a) pay remaining creditors of phase 2 (c. £2.4k) b) meet the costs of phase 3 (external storage, replacement of apiary equipment, landscaping (£13k budget) c) pay outstanding costs relating the running of the apiary throughout the season (c. £4k) d) Funds held in reserve of £10k |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Risks are considered low as income is sustained via membership renewals and beginners’ courses. These have been stable for a number of years and have also been stress-tested during Covid19 where interest in both has increased. |
| 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 |
Beginner’s courses provide c£4k income per year, however this period includes receipts for the 2020 cohort and the 2021 pre-booked cohort. It should be noted that this means income from courses will be lower next year. Although there are some costs associated with the courses, most is net income. |
| GBK CIO subs are included in the | |||||
| membership fee and raise c£3k per year | |||||
| (based on membership of 150-200). | |||||
| Small | additional amounts are raised | ||||
| throughout the year from donations, honey | |||||
| sales, | speaker fees. | ||||
| Investment policy and | Para 1.46 | GBK CIO does not make investments. | |||
| objectives including any | |||||
| social investment policy | |||||
| adopted | |||||
| A description of the principal | Para 1.46 | COVID19 provides a level of risk due to: | |||
| risks facing the charity | ● | Restrictions on events (and | |||
| therefore income generating | |||||
| activities) | |||||
| ● | Apiary management relies on the | ||||
| resources of a very small number of | |||||
| people (creating potential resilience | |||||
| issues) | |||||
| Normal risks relate to: | |||||
| ● | Sustained interest in beekeeping, | ||||
| and the resulting interest in courses | |||||
| and membership | |||||
| ● | Competition from other course | ||||
| providers, resulting in reduced | |||||
| course bookings | |||||
| ● | Emergency repairs to the new | ||||
| building/site and apiary equipment | |||||
| Other | |||||
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | GBK CIO Constitution |
| 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 | The process for selection is included in the constitution. ● Nominations for trustees are requested when vacancies arise. ● Appointment of trustees will be via a single vote at the AGM with vacancies filled in order of most votes received. ● The election of Officers (Chair, Vice Chair, Treasurer, Membership Secretary, Secretary) are elected annually at the first Committee meeting following the AGM. |
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 | All new Trustees are provided access to GBKCIO shared drive including access to: ● the Governing Document (Constitution) ● Trustees’ Annual Report & Financial Statements ● Minutes of Trustees’ (Committee) meeting ● A copy of the Members’ Information Pack which sets out the activities of the organisation All new trustees are directed to the Charity Commission’s ‘Roles and Responsibilities of Trustees’guidance. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Two sub-groups have been operational in this period: 1) Study Centre Building Project group (time limited) - comprising the trustees who have significant involvement in the new education centre building project (project lead, chair, apiary manager, fire safety lead, treasurer) 2) Officers’ group (ongoing) – comprising the trustees who have specific roles (Chair/Vice Chair, Secretary, Treasurer, Membership |
| Secretary) and the Apiary Manager, This is an operational group to support progressing work outside of routine committee meetings. |
||
|---|---|---|
| Relationship with any related parties |
Para 1.51 | Gwent Beekeepers CIO remains affiliated to the British Beekeepers Association CIO (BBKA) and collect membership fees form our full members on their behalf. We continue to be involved with Bee Disease Insurance (BDI) and insurance collect premiums from our full members on their behalf. |
| Other |
Reference and Administrative details
| Charity name | Gwent Beekeepers CIO |
|---|---|
Other name the charity uses |
GBK |
| Registered charitynumber | 1174746 |
| Charity’s principal address | 24 Grosvenor Road Abergavenny NP7 6AH |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 |
Trustee name | Office (if any) | Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Ceri Joyner | Chair | ||
| David Barrell | Vice Chair | From 16 November 2019 | |
| Peter Maloney | Secretary | ||
| Matt Williams | Membership Secretary |
||
| Nicola Williams | Treasurer | From 16 November 2019 | |
| Miriam Knight | ApiaryManager | ||
| John Holden | |||
| Joseph Jobling | |||
| Caroline Jobling | From 16 November 2019 | ||
| Cyrene Graham | |||
| Russell Flynn | |||
| Andrew Tuggey | From 16 November 2019 | ||
| Ken Key | |||
| Eva Lindhe | From 16 November 2019 | ||
| Graham Evans | From 16 November 2019 | ||
| Graham Bent | |||
| David Ashford | |||
| Janet Bromley | Resigned 4 June 2020 | ||
| Dan Baxter | Resigned 7 March 2020 |
– Corporate trustees names of the directors at the date the report was approved Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for wholeyear | |
|---|---|---|
| N/A | ||
| Funds held as custodian trustees on behalf of others | ||
| Description of the assets held in this capacity |
N/A | |
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A | |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| N/A | ||
| Name of chief executive or names of senior staff members(Optional information) | ||
| N/A | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details N/A
Other optional information
N/A
Declarations
----- Start of picture text -----
Signature(s)
Full name(s) [Ceri Joyner] Dr Nicola Williams
Position (eg Secretary, Chair, etc) Chair Treasurer
Date 23/10/20
----- End of picture text -----
| Charity Name Gwent Beekeepers CIO |
Charity Name Gwent Beekeepers CIO |
Charity Name Gwent Beekeepers CIO |
No (if any) 1174746 |
CC16a | |
|---|---|---|---|---|---|
| Receipts and payments accounts | |||||
| For the period from |
Period start date 1-Sep-19 |
To |
Period end date 30-Oct-20 |
||
| Section A Receipts and payments | |||||
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
| CIO Subs | - 3,190- - 4,026- - 827- - 1,025- - 34,349- - 8,544- - 228- - 657- |
- -- |
- -- |
- 3,190- |
- 6,699- |
| BBKA subs | - -- |
- -- |
- 4,026- |
||
| Bee Disease Insurance | - -- |
- -- |
- 827- |
- 690- |
|
| Magazine Subs | - -- |
- -- |
- 1,025- |
- 879- |
|
| Donations | - 9,900- |
- -- |
- 44,249- |
- 23,582- |
|
| Courses/ Events | - -- |
- -- |
- 8,544- |
- 3,150- |
|
| Prior year | - -- |
- -- |
- 228- |
- -- |
|
| Miscellaneous | - -- |
- -- |
- 657- |
- -- |
|
| Sub total(Gross income for AR) |
- 52,846- |
- 9,900- |
- -- |
- 62,746- |
- 35,000- |
| A2 Asset and investment sales, (see table). |
|||||
| - -- - -- |
- -- |
- -- |
- -- |
||
| - -- |
- -- |
- -- |
- -- |
||
| Sub total Total receipts A3 Payments |
- -- |
- -- |
- -- |
- -- |
- -- |
| - 52,846- |
- 9,900- |
- -- |
- 62,746- |
- 35,000- |
|
| BBKA subs | - 3,800- - 911- - 892- - 2,855- - 2,585- - 230- - 933- - 431- - 92,724- |
- -- |
- -- |
- 3,800- |
- 3,021- |
| Bee Disease Insurance | - -- |
- -- |
- 911- |
- 690- |
|
| Magazine Subs | - -- |
- -- |
- 892- |
- 879- |
|
| Apiary | - -- |
- -- |
- 2,855- |
- 2,481- |
|
| Prior year | - -- |
- -- |
- 2,585- |
||
| Speaker Fees | - -- |
- -- |
- 230- |
- 351- |
|
| Miscellaneous | - -- |
- -- |
- 933- |
- 561- |
|
| Room hire | - -- |
- -- |
- 431- |
- 331- |
|
| Build Project | - 19,957- |
- -- |
- 112,681- |
- 7,573- |
|
| **Sub total ** | - 105,361- |
- 19,957- |
- -- |
- 125,318- |
- 15,888- |
| A4 Asset and investment purchases, (see table) |
|||||
| - -- - -- |
- -- |
- -- |
- -- |
||
| - -- |
- -- |
- -- |
|||
| Sub total Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end ** |
- -- |
- -- |
- -- |
- -- |
|
| - 105,361- |
- 19,957- |
- -- |
- 125,318- |
- 15,888- |
|
| - 52,515- |
- 10,057- |
- -- |
- 62,572- |
- 19,112- |
|
| - -- - 79,382- - 26,867- |
- -- |
- -- |
- -- |
- -- |
|
| - 12,557- |
- -- |
- 91,939- |
- 72,827- |
||
| - 2,500- |
- -- |
- 29,367- |
- 91,939- |
||
| A4 Asset and investment | ||||||||||||||||||||
| purchases, (see table) | ||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| **Sub total ** | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| **Total payments ** | - | 105,361- | - | 19,957- | - | -- | - | 125,318- | - | 15,888- | ||||||||||
| **Net of receipts/(payments) ** | - | 52,515- | - | 10,057- | - | -- | - | 62,572- | - | 19,112- | ||||||||||
| A5 Transfers between funds | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| A6 Cash funds last year end | - | 79,382- | - | 12,557- | - | -- | - | 91,939- | - | 72,827- | ||||||||||
| **Cash funds this year end ** | - | 26,867- | - | 2,500- | - | -- | - | 29,367- | - | 91,939- | ||||||||||
CCXX R1 accounts (SS)
5/15/2021
1
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds |
Details | Details | Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|---|---|---|---|---|---|---|
| Cash in bank | - 26,867- |
- 2,500- |
- -- |
|||
| - -- |
- -- |
|||||
| - -- |
- -- |
- -- |
||||
| B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities Signed by one or two trustees on behalf of all the trustees |
Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Land at Llanvair Kilgeddin Details Signature |
- 26,867- |
- 2,500- |
- -- |
||
| OK | OK | |||||
| Unrestricted funds to nearest £ |
Endowment funds to nearest £ |
|||||
| - -- |
- -- |
- -- |
||||
| - -- |
- -- |
- -- |
||||
| - -- |
- -- |
- -- |
||||
| - -- |
- -- |
- -- |
||||
| - -- |
- -- |
- -- |
||||
| - -- |
- -- |
- -- |
||||
| Fund to which asset belongs |
Current value (optional) |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| Fund to which asset belongs |
Current value (optional) |
|||||
| General | - 55,001- |
- -- |
||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| - -- |
- -- |
|||||
| Fund to which liability relates |
When due (optional) |
|||||
| - -- |
||||||
| - -- |
||||||
| - -- |
||||||
| - -- |
||||||
| - -- |
||||||
| Date of approval |
||||||
| Dr Nicola Williams | 23/01/21 | |||||
| Ceri Joyner | 23/01/21 |
CCXX R2 accounts (SS)
5/15/2021
2
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Report to the trnsteesl mèmbers of Gwent Beekeepers CIO On accounts for the year ended 30 September 2020 Charity no (if any) 1174746 Set out on pages I report to the trustees oft my examination of the accounts of the above charity ('the Trusf) for the year ended Responsibllities and basls As the charity's trustees, you are responsible for the preparation of the of report accounts in accordance with the requirements of the Charities Act 2011 fthe Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in ¢arying out my examination. I have foll¢wed all the applicable Directions given by the Charity Commissron under section 145(5){b) of the Aot. Independent examinefs tThe charity's gross inrne exceeded £250.000 and l am qualified to statement undertake the examination by being a qualified member of finsert name of applirable listed bodyll. Delet8 [ ] if not applicable. I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination (other than that disdosed bèlow.) which gives me Cause to believe that in. any material respect: the accounting records were not kept in accordance with section 130 of Ihe Charities Aci; or the accounts did not eccord with the accounting records; or the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charitles (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'twe and fair. view which is not a nTrtter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in ordor to enable a proper understanding of the accounts to be reached. ' PleaFe delete the words in the braGk8ts if they do not apply. Signed: Date: Lrlii Name: hL IER Oct 2018
Relevant professlonal qualification(s) or body (If any): Address: 11 LI¢11 n P *arK 8 Ptr Only Complete if the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity accounts: directions and guidance for examiners). ER Oct 2018
Glve here brlef details of any Items that the oxamlner wishes to dlsclose. Dry/ IER Oct 2018