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2023-03-31-accounts

Birmingham Tree People Charity Number: 1190536

{For Charitable Incorporated Organisation}

Trustees' Annual Report and Financial Statements for the Period 1 April 2022 to 31 March 2023

4[th] August 2023

Reference & Administration Details

Charity name: Birmingham Tree People

Charity number: 1190536

Charity's operating address: 32 Somerset Road Handsworth Birmingham B20 2JD 46 Highfield Rd, Bromsgrove B61 7BD, UK Previously:

Names of the Charity Trustees who Manage the Charity (Add extra rows as required)

Trustee Name Office(if any) Appointed Retired
1 Tonia Clark Chair 23 July 2020
2 Stephen Watson Treasurer 23 July 2020
3 Simon Needle Trustee 23 July 2020
4 Ian McDermott Trustee 23 July 2020 2 Feb 2022
5 Brian Spratt Trustee 23 July 2020 4 Nov 2021
6 Sarah Fulford Trustee 23 July 2020 21 Nov 2021
7 Nina Griffiths Trustee 02 Feb 2021
8 Deanne Brettle Trustee 21 Oct 2021
9 James Tucker Trustee 15 Feb 2023
10 Ian McDermott Trustee 27 April 2023

Names & Addresses of Advisors

Name Address & Postcode
Bank: Lloyds Bank, Box 1, BX1 1LT

Structure, Governance & Management

Description of the Charity's Trusts

Type of Governing Document: Constitution
How the Charity is Constituted: Charitable Incorporated Organisation
Trustee Selection Methods: Trustees are elected at the Annual General Meeting. Local people
who regularly attend BTP tree warden training are considered.
How New Trustees are Prospective trustees are asked to attend a meeting before they
Inducted and Trained: commit. They meet with the Chair who explains the history and
the role of the charity.

Objectives & Activities

Summary of the Objects of the Charity as set out in its Governing Document

Birmingham Tree People aims to plant, promote and protect trees in Birmingham. We provide free monthly training and organise activities. We are also a registered training centre for the Skills Education Group Level 2 in Arboriculture.

Summary of the Main Activities Undertaken for the Public Benefit in Relation to the Charity's Objects

What the charity does: Education/training Environment/conservation/heritage.

Who the charity helps: The General Public/mankind.

How the charity helps: Provides Advocacy/advice/information.

Where the charity operates: Birmingham City.

Achievements & Performance

Statutory Declaration

The trustees declare that they have complied with their duty to have due regard to the guidance on public benefit published by the commission in exercising their powers or duties.

Summary of the Main Achievements of the Charity for the Year – Chair's Report

Chair's Report BTP 2022-23

Since the first training session in Kings Heath Park House in 2016, Birmingham TreePeople has grown in volunteer numbers and activities and in 2020 we decided to become a registered Charitable Incorporated Organisation.

The purpose of BTP is to promote, plant and protect trees and we do this in several ways:

by training volunteer treepeople to look after their local trees at free, monthly training sessions which are delivered in person and virtually. We have started to use the Horticultural Centre at Winterbourne Gardens which gives us access to the excellent arboretum there.

by surveying newly planted street trees we are building a comprehensive picture of the survival rates of young trees. This work has continued with over 750 trees entered onto Treeplotter. An analysis of the data was completed and presented at the Municipal Tree Officers Association conference in December 2022.

by working with Birmingham City Council to deliver the Birmingham Urban Forest Master Plan.

By delivering a Level 2 Arboriculture course which is an Ofqual-regulated qualification awarded by Skills and Education Group Awards. The first course ran successfully from April 2021 to March 23 and 7 students finished the course. The second course started in April 2023 with 12 students.

By taking part in events that promote trees. We attended events and volunteers gave a variety of talks at community events. We also worked with Kier to develop a 'Please water me tag' to go on every newly planted street tree to encourage local residents to water the tree during the summer.

By taking on the tree planting legacy from Birmingham Trees for Life. This was a project of the Civic Society and after 100,000 trees planted BTFL handed over their planting programme to BTP. We are honoured to take on this work and are looking to increase the number of larger trees planted in the city.

The last year saw an increase in our work as trees became more prominent in national and local government agendas as part of the climate crisis response. We have been well placed with a strong and skilled committee to make the most of these opportunities and we have shown that we are able to deliver services using volunteers.

Financial Review

Brief Statement of the Charity's Policy on Reserves

The charity does not intend to build up reserves as there are no employees and no capital assets to maintain.

Details of Any Funds Materially in Deficit

None

Statutory Notes to the Accounts

Particulars of Any Outstanding Guarantee Given by the CIO

None

Particulars of Any Outstanding Debt

None

Declaration

The Trustees declare that they have approved the Trustees' Report above.

Signed on behalf of the Charity's Trustees

Signature(s):
Full Name(s): Tonia Clark Simon Needle
Position(s): Chair Trustee
Date: 14thDecember 2023 14thDecember 2023

CHARITY COMMISSION FOR ENGLAND AND WALES Blrrnlnuham Tree People 11W536 Receipts and payments accounts CC16a For tho perlod from 01 Aprll 2022 31 March 2023 Section A Receipts and payments Unrestrlct8d fuTrds tothg ngargst Resmcted fund5 Endowment fund5 Total lunds Last year to the neareste to Ihe noar•5t£ to thv neare5t£ to the n•are¥te A1 Recel ts Binhin 10,4CXI 10,4CIJ Sufvg 14,500 3,000 20 Bimin ham Tre8$ for Lrf8 donallonsto Patchwork Meadow Binhin ha￿ Cit Of NaiurÈ Centre for Sustainable Enwronmenl CIVIC Socl•t Severn Trgnt Western PowerDlslrtbullon 400 5.200 5.2 8,orAJ 7.8rN) ,oo 7.800 doDalion$lo BTP 2 cour￿ fgès Atb2 CDurse f90¥ 202>25 TreePlotter Transfer of funds from predecèssor 921 921 1rAJ 3.365 3,0 600 1,778 3.365 3,000 9,￿0 Sub totsl(Gross inwme for AR) 26,786 11,0 39,786 28,898 A2 Asset and Invesknent $ale$, Sulj total Total reeelpts 28,786 11,000 39,780 2B,898 A3 Payments staifp8yrnents Arb 2 iutsr lees Jb 2tuior f8Es 3.608 3.608 2,0 2,0 600 Treeconornics products Equiprnenl pU￿h￿se Sponsorshlp MTOA M&A Tr8BcarB Itro8 5,325 4.009 500 5,325 4.009 1,200 567 147 373 S78 175 108 hl Visjackeis Ilhrough $￿VanUS) Lgan8tS Itnrough T Claykl Meg¢ow in my Garden Skllls Educ Group TrÈ8 Council Premise5 hire w£bslt* s•rvlc• Tre8plotter$gftw¥re accountancyfee 175 246 175 •.290 8.250 9.960 420 348 231 PalchwLKk Meadow Sub total 21,693 3,fjOB 25,301 56,419 A4 A558t and Inv85tm8nt urchases, so8 tsbl8 Sub lotal Total paymenls 21,69) 3,608 25.301 36,419 Nel of reeelpts/(paymentsJ A5 Transfers between funds A6 Cash funds last yeai erbd Cash funds thls year end 7,093 7,392 14,485 7,521 18,191 25,284 loo IB,291 32,176 7,492 7,521

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

Categories Details Details Details Unrestricted
funds
Restricted
funds
Endowment
funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Lloyds bank 25,284 7,492 -
- - -
- - -
Total cash funds 25,284 7,492 -
(agree balances with receipts and payments
account(s))
OK OK
Unrestricted
funds
Restricted
funds
Endowment
funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs
Cost (optional) Current value
(optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which
asset belongs
Cost (optional) Current value
(optional)
B4 Assets retained for the
charity’s own use
- -
- -
- -
- -
- -
- -
- -
- -
- -
Details Fund to which
liability relates
Amount due
(optional)
When due
(optional)
B5 Liabilities -
-
-
-
-
Birmingham Tree People Birmingham Tree People 1 1 CC16a
For the period
from
Friday, April 01, 2022 To
#
Section A Receipts and payments
A1 Receipts 10,400
-
-
-
-
400
5,200
-
7,800
600
-
921
100
3,365
-
-
28,786
-
-
-
28,786
Unrestricted
funds
to the nearest £
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
Last year
to the nearest £
Birmingham CityCouncil -
-
-
-
-
-
8,000
-
-
-
-
-
-
3,000
-
11,000
- 10,400
-
-
-
-
400
5,200
8,000
7,800
600
-
921
100
3,365
3,000
-
39,786
-
Veolia - -
itree survey - 14,500
Birmingham Trees for Life - 3,000
donations to Patchwork Meadow - 20
Birmingham Cityof Nature - -
Centre for Sustainable Environment - -
Civic Society - -
Severn Trent - -
Western Power Distribution - -
book sales - -
donations to BTP - 600
Arb2 course fees - 1,778
Arb2 course fees 2023-25 - -
TreePlotter - 9,000
Transfer of funds from predecessor
organisation
- -
Sub total(Gross income for AR) - 28,898
A2 Asset and investment sales,
(see table).
-
-
-
- -
-
-
- -
Sub total - -
Total receipts
11,000 - 39,786 28,898

A3 Payments

staffpayments -
-
2,000
-
5,325
4,009
500
-
-
-
-
840
175
246
-
8,250
-
348
-
21,693
-
-
-
21,693
7,093
-
18,191
3,608
-
-
-
-
-
-
-
-
-
3,608
- 3,608
-
2,000
-
5,325
4,009
500
-
-
-
-
840
175
246
-
8,250
-
348
-
25,301
10,462
Arb 2 tutor fees 300
Arb 2 tutor fees 600
TreeConomics 10,950
Treeproducts -
Equipmentpurchase -
SponsorshipMTOA -
M&A Treecare itree 1,200
hi visjackets(through Sylvanus) 567
Leaflets(through T Clark) 147
Meadow in myGarden - 373
Skills Educ Group - 578
Tree Council - 175
Premises hire 108
website service - -
Treeplotter software - 9,960
accountancyfee - 420
insurance - 348
Patchwork Meadow - 231
Sub total - 36,419
-
-
-
-
-
-
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
3,608 - 25,301 36,419
7,392
-
100
- 14,485
-
18,291
- 7,521
- -
- -

Cash funds this year end 25,284 7,492 - 32,776 - 7,521

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

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees
Details
Lloyds bank
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
Unrestricted
funds
to nearest £
Restricted
funds
to nearest £
Endowment
funds
25,284 7,492
-
-
7,492
-
- -
- -
25,284 -
OK
to nearest £
Unrestricted
funds
OK
to nearest £
Endowment
funds
- -
- -
- -
- -
- -
- -
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
Fund to which
asset belongs
Current value
(optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
When due
(optional)
Date of
approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of[Birmingham Tree People] Charity no 11905366 On accounts for the period[From 01/04/2022 to 31/03/2023 ] (if any) Set out on pages Attached pages 1 to 8 (remember to include the page numbers of additional sheets)

Responsibilities and basis of As the charity trustees of the Trust, you are responsible for the preparation of the report 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have come to my examiner's statement attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 13/12/2023

Name:[Andrew Hopkins ]

Address:[BVSC Accounting Services ][First Floor, Livery Place, 35 Livery Street ] Birmingham B3 2PB

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