## **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) - I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the period from 01/04/2022 to 31/03/2023. **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: - accounting records were not kept in accordance with section 130 of the Act or - • the accounts do not accord with the accounting records 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 1