Annual Report and Accounts 2009-10

Y.N.U. Charity No 224018

orkshire Naturalists’ YAnnual Report and Accounts 2009-10

Founded 1861

Surveying and reporting on Surveying, VC65 Keld 2009 Yorkshire’s wild plants and animals.

Printing Reports, Kendal 2010 Surveying, VC65 Keld 2009

Education and Training, Harrogate Harrogate Conference 2010 2010

www.ynu.org.uk

Front Cover: Mountain Pansy and Common Thyme on a Dales meadow wall (VC64 meeting Kettlewell July, 2009) THE YORKSHIRE NATURALISTS’ UNION ANNUAL REPORT 2009-10 Charity No 224018 The Executive of the Union (the Trustees) are pleased to present the Annual Report, together with the accounts for the year ended 31st March 2010 examined under the requirements of the Charities Acts 1993. The report focuses on the main issues and activities with which the Union has been involved during 2009-10. The report is laid out to the requirements of SORP 2005.

1. REFERENCE and ADMINISTRATIVE INFORMATION Registered Office: Stonecroft, 3 Brookmead Close, Sutton Poyntz, Weymouth DT3 6RS. Website: www.ynu.org.uk

MEMBERS OF EXECUTIVE COMMITTEE Mr J. K. Bowers (2010) Chairman of the Executive Dr J. R. Mather (2009) Vice Chairman to 21 November, 2009 Mr J. Wint (2011) Vice Chairman from 21 November, 2009 Mr J.A. Newbould General Secretary & Treasurer co-opted 21 November, 2009 Mr A. Norris (2011) Chairman Natural Sciences Committee Mr J.R. Comley (2009) Minutes Secretary to November 21st,2009 Mrs S. West (2012) Minutes Secretary from November 21st,2009 Mr D.J. Lindley (2010) Mr A. Henderson (2011) Mr A. Godfrey (2010) Mr C.C. Thomas (2012) From 21 November, 2009 Dr A.V. Millard (2012) From 21 November, 2009 OFFICERS President Dr T.J. Crawford to 21/11/09 then Mr G.T.D. Wilmore President Elect Mr J.A. Wint from 21/11/09 Neither President was a trustee of the Union, during the financial period.

EXAMINER Mr T A Corcoran, Chartered Tax Adviser and Accountant, 623 Chesterfield Road, Sheffield, S8 0RX

BANKERS National Westminster Bank, plc. Markets Branch, 66 Vicar Lane, Leeds, LS1 7JQ

INVESTMENTS COIF Charities Management Funds, 80 Cheapside, London EC2V 6DZ

INSURANCE Ecclesiastical Insurance Group plc, Beaufort House, Brunswick Road, Gloucester.

STAFF The Yorkshire Naturalists’ Union employs no staff.

1 2. STRUCTURE, GOVERNANCE and MANAGEMENT. LEGAL STRUCTURE The Yorkshire Naturalists’ Union is an unincorporated society of members and a federation of natural history societies and scientific societies in the County of York. It is a Registered Charity, no. 224018. During the year it operated under a constitution dated March 5th, 2005.

ELECTION OF TRUSTEES Each year three trustees step down by rotation and may seek re-election. The year in parenthesis (in the table above) shows the year of retirement. Members over the age of 18 are entitled to be proposed, and seconded as trustees and seek election at the Annual General Meeting. At the AGM, held on November 21st November 2009, Mr J.R. Comley, Mr J.R. Mather and Mr J.A. Newbould did not seek re- election as trustees. Dr A.V. Millard, Mr C.C. Thomas and Mrs S. West were elected to serve until 2012. Notice of the election of trustees was published in Bulletin 52. Mr J.A. Newbould was co-opted as General Secretary and Treasurer from 21 November 2009. The Union wishes to thank Dr Mather for over fifty years service on the Executive and Mr Comley for fourteen years service. Mr J.A. Newbould General Secretary has day-to-day responsibility for management of the Union’s affairs.

TRAINING TRUSTEES. All trustees have received a copy of the revised book CC3, The Essential Trustee: What you need to know. The General Secretary monitors Charity Commission announcements and provides essential training on such matters during the course of Trustee meetings. All Trustees are experienced field naturalists able to exercise their judgement in managing the scientific affairs of the Union.

ADMINISTRATIVE STRUCTURE The Executive Committee of Trustees, which met four times during the period, manages the Union. In order to provide a wider forum for discussion on matters of natural history importance, the Natural Sciences Committee met three times under the Chairmanship of Mr A. Norris. This committee also provides a forum, where affiliated societies can meet with the Union. In addition, the Education Committee has met twice to deal with promoting the training of future generations of field naturalists; and the Species Biodiversity working party met once. Authority has been delegated to these committees to deal with matters, within their terms of reference. The Trustees approve all financial transactions.

RISK MANAGEMENT. The Executive considered that, in view of only limited future financial contracts, e.g. the pre-booking of the Union’s annual conference, our financial commitments are well within our present financial reserves. COIF Investment Management, which spreads the deposits around 20 banks, holds our main deposits of cash. However, abnormally low levels of interest for cash held on deposit at the year-end will make a significant impact on the Union’s ability to finance additional work. The trustees have considered areas where cost savings can be made, especially in printing and postage costs. This strategy will take a little time to implement, especially when we seek to use new technology in-house to reduce printing costs.

2 In terms of meetings, our greatest exposure to risk is Health and Safety at field meetings. The Executive reviews Health and Safety annually. The Union’s Health and Safety Policy was circulated to all members in the spring of 2008 following a review, in the light of present Defra concerns on animal health issues. Members are asked to contact any Trustee, if they feel that there has been a lapse of safety, which concerns them. Guidance notes for working in the field have been issued to all members and guests on training courses. Members are asked to sign the attendance list before the meeting starts at all vice-county excursions. The Executive was not notified of any reportable incident during the period.

The Trustees considered the question of young people under the age of 18 attending meetings. They have issued the following guidance: “Young persons under the age of 18 are welcome to attend all meetings. However, as the Union has no member registered under the Children’s Act, their parent or guardian must accompany young persons. The leader of an event must be consulted if children wish to attend.”

The Trustees considered carefully the level of public liability insurance and other risks. We have £10,000,000 employer’s liability cover for members on Union business and £5,000,000 of public liability cover for visitors. Members of voluntary organisations such as ours increasingly need to work through a charity, or similar organisation, which has liability insurance. Recent guidance from the Charity Commission suggests that Charities, which give advice, should hold such insurance. This trustees and officers liability insurance provides £500,000 cover. A leaflet giving guidance on insurance matters was issued to members with the Spring 2005 mailing and/or on joining.

The Executive has also considered the roles and succession issues in respect of our principal officers. At the present time, they consider the greatest risk to the Union is the considerable administrative support given by the General Secretary and Treasurer. Mr Newbould indicated that he wishes to step down on March 31st, 2011. The Executive is actively pursuing options for devolving these duties.

3) OBJECTIVES and ACTIVITIES Aims and Objectives of the Union for public benefit. These are to promote the scientific investigation of the fauna, flora and physical features of the county and encourage the conservation of these by means of a) the Union’s publications and b) the holding of field and indoor meetings in the Yorkshire Watsonian vice-counties 61-65. In terms of the Charities Act 2006, the Union qualifies for charitable status as a charity for the advancement of environmental protection and improvement. The trustees consider that the charity contributes the following public benefits: • We welcome as members, all who wish to investigate the county’s flora, fauna and habitats. To assist members to develop their knowledge, the Union is divided into sections, each specialising in different aspects of taxonomy. Each section appoints recorders, who keep records, either on an electronic database or by using a card index of species records for the county and surrounding administrative areas. Skills are developed through field meetings, indoor meetings and our annual conference and the help given by our recorders in

3 verification of data. Our publications provide inter alia an archival record and an explanation of records, which databases have difficulty in providing. • For publicity and access to our major events, open to the public, information was placed on our website www.ynu.org.uk; events were advertised through the OPAL Project. • Dr Jon Capel is the Union’s representative on the Yorkshire and Humber Biodiversity Forum (YHBF) and on its Executive involving three meetings per annum. Mr J A Newbould and Mr J A Wint have represented the Union on the Yorkshire and Humber Environmental Data Network. • To support the region’s local biological records centres, working with OPAL, we have developed and trialled training on electronic data entry using Excel. • The Education Committee delivered five foundation courses in natural history recording, based on a continuous professional development model, to 30 members of the public. These courses aim to provide an introduction to biological recording, using the minimum of classroom tuition and maximising the time spent on developing field skills. The Education Committee provided field skills training to twenty Leeds University MSc students in May, 2009 and at the year end are planning instruction over one and a half days to around fifty students in 2010. • We continued to publish four editions of The Naturalist, two editions of the Bulletin, and a Bird Report, putting biodiversity information into the public domain. In addition, jointly with Butterfly Conservation Yorkshire, we published a Butterflies and Moths Report for 2008 in the summer of 2009. We also published an Annual Report. • In April, 2010, the Union held its annual Spring Conference at the St George Hotel, Harrogate on Woodlands Old and New, attracting 100 delegates including non-Union members. • Union members continue to support the region’s Biological Records Centres. We were very disappointed to learn of the removal of a full time post at Rotherham Biological Records Centre. • The Union neither owns nor leases any office space. The General Secretary and Treasurer, using equipment owned by him at his home, undertakes day-by- day administration and storage of records and publications. The Editor of the Bulletin, at his home, undertakes the administration relating to field meetings and collection of material for the Bulletin. Similarly the work of the Editor of The Naturalist is undertaken at his home. During the year, we were fortunate to use, at no cost, space to store the Union’s Library in St William’s College York. We estimate that this facility is worth at least £2,000. No payments are made for the other facilities and we are unable to quantify the value of services provided. • The Union makes extensive use of volunteers. The Executive wishes to thank all those members who organise Union activities and business, only occasionally submitting claims for the expense involved. The Executive is unable to quantify the unclaimed expenditure. • The financial implications of these activities are reflected in notes 2(c) and 3(b) of the financial statements.

4) ACHIEVEMENTS. During the period covered by this Annual Report, the trustees are able to report progress in delivering public services.

In our last Annual Report we reported on the establishment of a Yorkshire and Humber Environmental Data Network as a community interest company. However, although the YNU and records centres run by charities quickly signed up to the agreement, progress has been slow signing the local authority record centres into the agreement. Once established, the Yorkshire Naturalists’ Union will hold 20% of the share capital on behalf of the voluntary sector. Many volunteers add considerable value to life in the community by supporting our local record centres but others are more suspicious and are reluctant to send data. At the year-end, with the prospects of major reductions in public funding envisaged, the Union has considerable concern about the financial future of such centres.

Members also continue to support many initiatives with local authorities and continue to support Natural England and other statutory agencies with records and advice on the region’s flora and fauna. Recording is also undertaken for the Yorkshire Wildlife Trust, the National Trust and other charitable organisations holding land as nature reserves. Members take part in the Wildfowl and Wetlands counts across the county; others support many of the British Trust for Ornithology surveys such as the Winter Atlas Survey, Breeding Bird Census, Bird Ringing and surveys for the Royal Society for the Protection of Birds.

Principal meetings The Annual General Meeting was held at Rombalds Hotel, Ilkley on Saturday, 21st November, 2009. Dr Terry Crawford gave the Presidential Address entitled: Twenty years of moth recording in the York area. Fifty-five members and guests attended this meeting, hosted by Wharfedale Naturalists’ Society. During the morning Natural Sciences meeting, Professor M.R.D. Seaward gave a presentation on Charles Darwin’s visit to Ilkley one hundred and fifty years earlier and Mr Peter Riley gave an illustrated talk on the Otley Wetlands Nature Reserve.

On 20th March, 2010, the thirteenth Spring Conference was held at the St George Hotel, Harrogate, entitled Woodlands Old and New. The Conference programme was organised by Dr M.A. Atherden, who chaired the meeting, and Mr J. A. Newbould made administrative arrangements and organised the exhibition. Mr G.T.W. Wilmore, the President, gave the vote of thanks. Arrangements are well under way for the next Conference, poster exhibition and conversazione, to be held on March 19th with the theme: The ever changing flora and fauna of Yorkshire.

The following principal field meetings were held during the year: VC 62 at Castle Howard Arboretum on May 16th (18 members); VC63 Howell Wood, South Kirby on June 20th (14 members); VC64 Kettlewell on July 4th (23 members); VC65 Keld on July 25th (25 members) and VC61 at Skipwith Common, on August 8th (21 members). Attendance was up in 2009 with only 24 members present on a wet day for the VC62 meeting giving an average attendance of 21 (21 in 2008, 15.4 in 2007, 16.4 in 2006 and 20.2 in 2005). At both the VC64 and VC65 meetings, moth recorders spent the night in the area running at least eight MV traps. In addition, at the Keld meeting a number of members spent time in the area before the meeting. Members are thanked for sending field reports to the Excursion Secretary, which will

5 be published in the Naturalist. The Union wishes to thank Miss J.A. Lambert, who stepped down as Excursion Secretary at the AGM after ten years service.

The Sections organised 11 field meetings (13 in 2008) and 10 indoor meetings throughout the year. The Entomological Section had few formal meetings during the year, but members continued surveying in small groups on an ad hoc basis. On April 25th, in conjunction with the British Natural History and Entomological Society and the Sorby Society, we held a symposium on Entomological recording in Yorkshire – past, present and future, which was well attended. In addition the South Yorkshire Flora Group held nine field meetings at botanical hotspots to prepare site descriptions and take photographs. The Lepidoptera Group’s Annual Meeting was held at Bramham on March 7th, 2010.

Publications Four issues of the Naturalist (1069-1073) were published and distributed to members over the period. The four issues had 168 pages of print, including five colour plates devoted to a wide range of natural history papers subject to peer review. The reports for our 2008 field meetings were published in Naturalist no 1071. Two issues of the Bulletin (51 and 52) and a Bulletin Supplement were published during the year. The Executive wishes to thank Mr A. Henderson and Dr A. V. Millard, who worked to provide the printer with electronic copy for Bulletins 51 and 52, substantially reducing costs. The outer cover of our Bulletin was redesigned using colour illustrations with each edition containing supporting colour plates. Our editors wish to encourage members to supply colour images for publication.

The 2007 edition of the Bird Report was published in October 2009. This report, edited by Mr C. C. Thomas, contained 188 pages including a number of colour photographs, graphs and other quantitative information. The report was in the larger B5 format and contained reports on three hundred birds seen in the County. The Union wishes to thank Mrs Jill Warwick and the Bird Report Committee for selling all spare copies of the Bird Report, 2006, and with over £2690 banked from sales and advertising in the 2007 Report by the end of the financial year substantial progress has been made to recoup costs (see note 2c of the financial statements). The Executive requests that all members collecting ornithological data make it available via their local society or local Biological Records Centre, preferably electronically.

Mr H M Frost has continued to work with a team from the Lepidoptera Group to produce the third joint Butterfly Conservation/YNU Butterflies and Moths Report 2008. The ability of this group to produce a report so quickly revolves around the use of the Butterfly Conservation database for butterflies and the use of Map-mate for the macro moth records, which are co-ordinated by Dr C Fletcher.

The Union wishes to thank the many contributors who have submitted records and articles on such a variety of subjects for our publications. The Editors of our journals welcome contributions on all aspects of the county’s natural history. The Executive wishes to thank all our Editors for the many hours of work involved in producing our journals. The financial implications of these activities are found in paragraph 3(b) of the Statement of Financial Activities.

EDITORS of JOURNALS Editor of The Naturalist Professor M. R. D. Seaward Editor of the Bulletin Mr A. Henderson Editor of the Bird Report Mr C.C. Thomas Editor of the Lepidoptera Report Mr H.M. Frost The Union wishes to thank Mr Dan Jones and Dr Paul Simmons for a redesign of the Union’s website. Members are requested to submit material for publication on the website to Dr Simmons electronically, Email: [email protected]. The Executive wishes to encourage contributions, however small, with photographs for the website. We also wish to thank Mr Jim Pewtress for his management of the website for some ten years.

The Affiliated Societies Liaison Officer’s Report There are 43 (41 in 2009) society members of the YNU. We are pleased to welcome Seasearch North East and the British Pteredological Society (Yorkshire branch) as members during the year. Members of Affiliated Societies continue to liaise with the Union through the Natural Sciences Committee. During the year, we made contact with Societies to promote both the annual conference and exhibition and a training day in electronic recording using Excel. There is still outstanding demand from Societies to run this course again during the next financial year. The Sorby Society ran a natural history day in February for all South Yorkshire Naturalists at Treeton Community Centre. This event will be repeated on February 19th, 2011. Mr R. Croxton, the Sorby President, reported that through their website 89 new members were recruited in 2009.

The Union has received a number of membership cards, publications and annual reports during the period and all these items will be stored within the YNU archive at St William’s College. Societies are welcome to archive their publications within the Union’s library. These may be sent directly to St William’s College.

Membership Report At the Annual General Meeting at Ilkley, The Union was pleased to award Mrs Nan Sykes a certificate of Honorary Life Membership for services to botanical recording in VC62. Membership numbers have stabilised with a few new members joining through sales of the Bird Report. We regret to report the death of eight Union members during the period: Dr Peter Skidmore whose obituary will be in Naturalist 1073, Mrs Dorothy Haythornthwaite, Mr F.C. Griffith, Mr M. Walpole, Mr T. Bailey, Mr Bob Dickens who was involved in the formation of many large bird reserves in the County and Mr Kenneth Payne, who chaired the Executive 1995-1997. In addition, four members resigned and one was deleted for non-renewal of subscriptions. At March 31st, 2010, four members’ subscriptions were outstanding along with three subscribers’ and one society. Membership Numbers: 2010 2009 2008 2007 2006 2005 2004 2003 2001 Individual members 379 374 400 400 397 392 395 414 422 Society members 43 41 41 41 42 41 42 41 40 UK subscribers 54 57 60 60 60 67 67 70 61 International subscribers 26 28 32 32 32 33 33 35 31

7 Jill Warwick arranged for the new display panels to be displayed in Ripon Library in May and Richard Comley arranged for the new display to be used at four Rotherham libraries during the autumn.

Education Committee. Two Basic Field Skills days, designed to introduce people to the YNU and biological recording, were held at St Chad’s parish centre, Leeds in May, 2009. On the first day, we trained members of the St Chad’s churchyard care group in recording skills. On the second day, twenty students from Leeds University MSc Conservation course received tuition on skills recording butterflies and moths, spiders, slugs and snails, lichens, birds and botany. These were considered successful with students in the 2009-10 cohort having the training days programmed into their course work. Arising from the 2009 training day, two students have started on the BTO ringing training programme with a YNU member. On other occasions, students from York University have attended meetings on an informal basis, resulting in increased enthusiasm for their course. The value of the day to Leeds University on a pro-bono basis would have been around £2000.

John Bowers ran a Dragonfly workshop and Moth recording workshops in conjunction with Leeds Museum Service and Farnley Nature Reserve in July. Dr Michael Archer held a workshop on recording bees for the Yorkshire branch of the Institute of Ecologists and Environmental Managers in York.

In conjunction with the OPAL project, John Newbould ran a one-day Hedgerow Survey training in York; John Wint provided bird watching training on two days, Paul and Joyce Simmons gave training in basic plant identification. On a very cold day in March 2010, Adrian Norris, Paula Lightfoot and Sarah West held a field day for Hull University (Scarborough campus) on marine molluscs. In February 2010 Sarah and Chris West, Adrian Norris and John and David Newbould organised a workshop on transferring field records to an electronic database using Excel. The Union wishes to thank Sarah West of OPAL for organising bookings for these courses.

The Education Committee has taken responsibility for the Library and now meets in York at St William’s College in the room our library is stored in. The Librarian has started sorting the books and journals, removing duplicates and organising appropriate storage. Surplus items were sold. A number of volumes, including reports from affiliated societies have been added to the collection during the year. Mr C. J. Young, our Honorary Librarian, has begun cataloguing the collection. He has also worked on an acquisitions policy for the library.

The Executive The trustees met four times during the year to manage the affairs of the Union. As reported in the previous Annual Report, the financial implications of the credit crunch impacted on our ability to provide services. These issues were addressed by looking at our principal areas of expenditure, by reducing printing costs and, in the case of our Bird Report, by increasing sales and advertising expenditure. The Executive established a Publications Committee to review how we publish our archive of natural history observations, in the light of modern technology and distribution costs. In summary, it was recommended that an editorial board be established and that the

8 Naturalist and Bulletin be merged with effect from 2011. It was also recommended that the print size be increased to comply with the Disability Discrimination Act and that an 80-page bound book be produced of B4 size, three times a year. The Executive accepted these recommendations. An editorial board comprising, J.K. Bowers, W.A. Ely, A. Henderson, A.V. Millard, P. Simmons and Mrs S. West was appointed. Discussions with our existing printer have informed the electronic production of this new series of the Naturalist. Mr J.A. Newbould has stopped distributing our journals, which he has done for some twenty years. These decisions have not been taken lightly, probably taking one third of our time at meetings.

Of particular concern to the Executive is the impending retirement of our General Secretary and Treasurer, who has fulfilled the latter role since 1995. The financial implications of paying an individual, as a professional administrator, are being considered at the year’s end.

The Natural Sciences Committee – Members Recording in Yorkshire This section of the Union’s annual report gives numerous examples of the Union’s and its members’ roles in providing a public service. It should be emphasised that in addition to supporting the activities of the Union, many members contribute greatly to other charities involved in recording and monitoring wild plants and animals across the UK and elsewhere.

Chairman’s Report The year ending 31st March, 2010, engaged many of the Natural Sciences Committee members in re-evaluating the activities of the Union in time for the many changes that are to take place in 2011. The establishment of a Publications Committee and a Think Tank, involving younger members, and the growth of other activities such as the training of the next generation of recorders have all taken toll on our time. We wish to thank our President, Dr Terry Crawford, for encouraging students from York University to attend our field meetings. If we are to continue to serve not only our members and the wider public in helping to record and preserve the flora and fauna of the County of Yorkshire then all members must be prepared to help, If not we may have no choice but to wind up the charity. No charity, especially ours, can hope to survive without a wider group of its membership helping with its activities and administration. Adrian Norris

Mammals In 2009 Colin Howes contributed the section on Mammals of the Yorkshire Dales Hay Meadows for the book ‘Hay Time in the Yorkshire Dales’ to be published by the Yorkshire Dales Millennium Trust (YDMT) in May 2010. A detailed review and interpretation of Sperm Whale strandings on the Yorkshire coast has been assembled. Considerable assistance was given on the prey taken by specimens stranded around the shores of the North Sea by Dr M. Begoña Santos of the Instituto Español de Oceanografía and Dr Graham J. Pierce of the School of Biological Sciences, University of Aberdeen on the prey. Following the discovery of a set of photographs of a Northern Bottlenose Whale, stranded at Spurn 28, July, 1930; a review of all Yorkshire stranding occurrences has been assembled by the

9 Recorder and Peter Crowther. An analysis of the distribution and seasonality of badger road casualties in South Yorkshire was prepared for the South Yorkshire Natural History Day, hosted by the Sorby Natural History Society. A historical review of otters in the Yorkshire Dales National Park and north-west Yorkshire has been prepared by the Recorder as a basis for current monitoring programmes by the Dales National Park and others. It is exciting that the monitoring of polecat road casualties indicates that the species is returning to the Yorkshire region particularly along its southern and north-west borders.

A proposal to produce a new Atlas and Database of British and Irish Mammals has been made at the Biological Records Centre, CEH Wallingford. The Biological Records Centre, in partnership with the Mammal Society and other interested organisations, produced the last Atlas, edited by Henry Arnold in, in 1993. Data for this were collected over a period between 1959 and 1993, but mostly before 1988. The Atlas is now increasingly out of date. The YNU Mammal Recorder is proceeding with the task of collating mammal records forwarded by individual members and affiliated societies. These will be entered onto an EXCEL Spreadsheet with a view to making them available to regional records centres and for the proposed update of the National Mammal Atlas. Colin Howes

Bird Report Committee. During the year, the YNU published the Yorkshire Bird Report 2007. This involved receiving and amalgamating records from over one thousand individuals and forty- four organizations, as well as the British Trust for Ornithology. The report was then written by eleven individuals and illustrated by numerous colour photographs and line drawings. The Union expresses its thanks to all who contributed and to the Editor, Craig Thomas, for co-coordinating the enterprise. At the year’s end, the team is assembling all the material for the 2008 Report for delivery in June 2010. Steady progress has been maintained in moving publication forward to an earlier delivery date.

Entomological Section In April members of the Section played an active role in a meeting at Rotherham Museum held jointly between the Sorby Natural History Society of Sheffield, the British Entomological and Natural History Society and the Entomological Section of the YNU, on the theme: ‘Entomology in Yorkshire – past present and future’. The introductory paper by the Secretary of the Section, entitled ‘Yorkshire Entomology Past’ was subsequently published in the YNU Bulletin.

Formal ‘indoor’ meetings of the Section were held: at Wilberfoss in April to receive Recorders’ Reports, followed by a conversazione and members’ exhibits; and at Doncaster Museum and Art Gallery in October, with the Annual General Meeting in the morning, attended by about twelve members, and a conversazione and display of exhibits in the afternoon, which were open to members of the public. No sectional field meetings were held during the year, but the Section was represented at most of the YNU general field meetings at which useful observations were made.

An important review of past records of Bumblebee species in Yorkshire by Dr.Archer, Aculeate Hymenoptera Recorder, was published during the year in the Naturalist. Roy Crossley Lepidoptera Group Attendance at the annual meeting of the Lepidoptera Group at Bramham on 7 March, 2010, was probably the highest ever at 40 individuals, 12 attending for the first time. The 2009 season has been a much better year for butterflies and moths than either 2007 and 2008. An all-time high of 47,000 butterfly records had been submitted (about 60% up on 2008), with almost all species showing substantial increases in numbers. There had been a major immigration of Painted Lady across the UK, certainly the largest since 1996 if not earlier; this had been particularly noticeable in the east of the county, but less so in other areas. The 2009 season was also good for moths with 119,000 records (about 40% better than 2008). There were three new Yorkshire records for macro-moths: Devon Carpet at Kilburn, a species that has spread northwards in recent years, and two real surprises with Purple Cloud at Spurn (resident in France, Belgium and Denmark) and Orache Moth at Easington (resident in Channel Is.). Four micro-moth species were added to the Yorkshire list during 2009: Psychoides filicivora (at Halifax), Cochylis flaviciliana (Spurn) and Nematopogon metaxella (Bishop Monkton), all species with mainly southern distributions. The fourth is the adventive Tuta absoluta, a pest of tomatoes, originating from Central America, imported to Spain and thence more widely to southern Europe that has appeared during 2009 in several English tomato packaging and growing sites, including some in Yorkshire. Roy Crossley, Secretary of the YNU Entomological Section, was the guest speaker and he described how his interests had migrated from ornithology, through Lepidoptera, to taxonomic groups within the Hymenoptera, Coleoptera and Diptera where there was scope for much further work but currently very few entomologists with the relevant specialist knowledge.

The 2009 National Moth Night was on 18th - 19th of September and, despite being rather late in the year for northern Lepidoptera, 76 Yorkshire contributors had provided 1210 records covering 134 species. Two other main events were the use of several traps over the nights preceding the YNU Field Excursions to Kettlewell on 4th July and to Keld on 25th July. On neither night were conditions ideal, but the lists of, respectively, 88 and 75 species provided many new 10 km square records. The traps were opened on the Saturday mornings at sites where passing members of the public were able to observe and take interest in the catches, providing an opportunity for the YNU, and the especially the Lepidoptera Group, to promote itself and resulted in a new YNU member. Terry Crawford

Freshwater Ecology Section During 2009 visits were made to various streams in the North-east Forests with the support of the Forestry Commission. Annual surveys have been made since 1994 and repeat surveys of selected sites are made at intervals.

11 Biological water quality surveys were made in the R.Wharfe at Pool, Arthington and Wetherby. Surveys were made in the R.Washburn and the R.Dove at Kirkby Moorside. Biological water quality is determined by allotting a score between one and ten according to the invertebrates collected. The score system employed is identical to that used by the Environment Agency. Anglers’ catches indicate that grayling and brown trout populations are stable in the R.Wharfe and that water quality is good in the upper reaches. However, maps recently produced by the Environment Agency show that many streams have been downgraded to worse than good. Small numbers of salmon have been reported in lower reaches of the R. Aire and a few have been seen in the mid-Wharfe. More fish passes are planned by the EA. Otters are now well established in the Wharfe between Burnsall and Wetherby where they are seen regularly by anglers during the early hours of the day. There are indications that feral mink populations are increasing as trapping has decreased. Leslie Magee Conchological Section In 2009 there were four planned field meetings but unfortunately, due to members unavailability, the meetings to Setrington in March and Upper Wharfedale in October did not take place. In May the section met at Rudston in VC61 and we were augmented by a group of students from York University. The weather was fine and allowed members to provide a beginners course in mollusca, which was well received by the enthusiastic group. There were some interesting records including Cecilioides acicula. The September meeting at Waldendale was attended by Messrs. Norris and Lindley. This area was a blank on the map and proved of interest with species such as Ashfordia granulata and Helicigona lapicida being found.

Throughout the year members have been involved with YNU activities and one or more members attended most of the VC meetings. The VC 65 meeting at Keld enabled a site for Vertigo pusilla to be checked and specimens were quickly found. It also gave the opportunity to search for Vertigo alpestris with a negative result. Seven members and non-members attended the meeting at Kettlewell with visiting members from both the Conchological Society of Great Britain and Ireland and the British Shell Collectors’ Club. The highlight of the day was the discovery of Vertigo pusilla on a crag above the valley far from a drystone wall. This is the only natural site currently known in Yorkshire. This meeting was joint with the CSGBI. It is interesting to note that many of the students who came to the YCS meeting in May also attended one or more of the YNU VC meetings, which provided valuable extra eyes for searching for mollusca and enabled the lessons learnt at Rudston to be built upon. Members have also attended some of the other CSGBI field meetings throughout the country.

The Yorkshire Conchological Society has an ongoing 1 km square distribution recording scheme for the land and freshwater mollusca. On the date of the AGM we had 42,645 records from 2,755 sites, a total increase of 3,394 records and 297 extra sites. This was slightly more than in 2008 on both counts. The bulk of the new [1037] records are from Vice-counties 62(194); 63(392) and 65(376). I have only received 15 new records for vice-county 63, and 60 new records from VC64. A further 962 extra records submitted are from collections made in previous years.

12 At both the Keld Meeting and at our own field meeting in Waldendale we concentrated on recording and checking the identity of all Balea species found and without exception all of the samples looked at proved to be Balea heydeni. Samples of Limax maximus from Skipwith and a single specimen of an unusual variety of Limax cinereoniger have been forwarded to Switzerland to establish the status of these two species in Yorkshire, as part of a European-wide research programme on the Limacidae. In addition to the above, work has continued at Hornsea Mere in an attempt to map Segmentina nitida. It is interesting to note that the species could not be found in any numbers with only two specimens being found on a caddis case.

Recording the marine mollusca of the Yorkshire coast was also undertaken with lists of species from Bridlington Bay, Filey Bay, Cayton Bay, Scarborough, Whitby, Saltburn and Redcar amongst others. Although membership remains small we are hopeful that members’ enthusiasm will help to increase the interest among younger guests. Adrian Norris & David Lindley

Mycology & Lichenology Section A meeting was held on the 6th of March 2010 at which it was decided to rename the section the Mycological and Lichenological Section of the YNU. It was decided the section would be under the temporary chairmanship of Alan Braddock. Over the past few years the section has found it difficult to find volunteers who are willing and able to undertake some of the organisational work involved in organising field excursions and training. Although still short of volunteers the section felt able to organise both training events and field meetings in 2010. The section also agreed to supply a substantial quantity of information for use on the YNU website. The first of these documents relates to plant rusts, and should enable any competent botanist to be able to record these organisms with confidence.

Adrian Norris

Botanical Section Annual Report The section held one day meetings in each of the vice counties. In VC61 a chalk valley was explored near Lund where there were many orchids and other calcareous loving species like Filipendula vulgaris. The VC62 meeting was spoilt by rain but Rubus pallidus, which grows only in the North York Moors area was found near Mallyn Spout waterfall. Equisetum hyemale was also seen on this excursion. The VC63 meeting was held in Edlington and Wadworth Wood North where it was pleasing to see the Sorbus torminalis had been preserved during work carried out to widen the forest rides. The feature of the VC64 meeting at Oxember Wood, Austwick, was the magnificent display of Primula vulgaris. In the old quarry there is a Hieracium sp. that will need to be identified next year. The VC65 meeting at West Burton was very disappointing. Most of the areas visited were sheep-grazed fields or fields of Ryegrass. There were more plants on the main roadside.

After six years of work we have finally achieved the establishment of two plants of Carex vulpina in the Fishlake-Sykehouse area. Both plants produced flower spikes this year. When more plants are available from vegetative propagation they will be planted out in suitable places in the same area. We have proved that this species

13 cannot stand much competition from other plants. The discovery of Carex elongata in Bishop Wood near Selby resulted in some conservation work being carried out on its surroundings. The site will be carefully monitored.

Bryological Section Annual Report The Spring meeting was held at Langcliffe Quarry and Stainforth Woods in Ribblesdale, which are on the Carboniferous Limestone. A rare moss here was Eurhynchium striatulum, which was growing on limestone boulders.

The autumn meeting was held on the Millstone Grit at Jumble Hole Clough, Blackshaw Head. The rare species found growing on a Rowan tree was Ptilidium pulcherrimum. Recording work was carried out on both meetings.

Don R. Grant Historical Section Following our AGM on February 4th, 2009, we opened our programme with a meeting at the Yorkshire Museum, where Martin Lunn, the curator of the Observatory, spoke to us on the history of astronomical science in York. We also mounted into the dome and saw the telescope at close hand. Mr Lunn’s talk has since been published in Bulletin 53 (Spring 2010) and be the first published account of this significant building, its history and the astronomers associated with it. The second meeting was at Beaumont Park, Huddersfield. Mr and Mrs T Moyle gave us an historical account of this magnificent landscape achievement, officially opened by the Duke and Duchess of Albany in 1880. Today, restoration and conservation work is a constant necessity. A. Henderson.

5. FINANCIAL REVIEW Turnover excluding legacies (£28,187; 2009, £38945) was reduced in this financial year, in part due to receiving no grant aid and reduced investment income. We showed an operating surplus of £1802 on general funds excluding legacies. However, there are no grounds for complacency as subscription income is virtually static. The Executive anticipated a reduction in investment income, and restricted the print pages of the Bulletin. The Union wishes to thank Mr A. Henderson and Dr A. Millard for their co-operation in a year in which we published two Bulletins and a Supplement at a reduced cost compared with the previous year (see note 3b). Expenditure on administration and governance (excluding grant expenditure) was broadly in line with the previous year (see notes 3(c) and 3(d) in the accounts). The Executive examined printing costs in detail. Savings have been identified and more will be implemented during 2010-11. However, the process is ongoing. The Bird Report committee has worked hard to sell reports and advertising space to offset costs, resulting in a net cost to date of the Bird Report 2007 at £4517. We should note that although the activities of the Natural Sciences Committee and its members occupy a quarter of the pages of this report, we are unable to quantify the considerable time members give to these activities, but should report that the financial cost is minimal.

Legacies: During the financial year, we were informed of three legacies from former members:

14 Legatee Value Paid Outstanding 31/3/2010 Mr Edwin Clark £10,093 £10,093 - Mr Henry Bunce £68396 £67,000 £1396 A Mrs Dorothy Haythornthwaite £2000 - £2000B A Completed 8/4/2010 B Notified March 2010 and paid 12/5/2010 .

The initial payment of Mr Clark’s bequest was invested with COIF investments in May 2009, with the benefit of the income stream coming on line in August 2009. We were notified of the value of the Henry Bunce Bequest in early November 2009, However, the £67,000 was paid in two tranches between January and March 2010. The Trustees at their meeting on November 21st decided to invest the whole legacy, prior to receipt, using the initial payment and spare cash. From notes 4 and 8 of the Annual Accounts, you will note that half of the legacy had to be invested for the benefit of the Ornithological Section and half for General Funds. Income from the Bunce legacy investments will benefit the Union during the financial year 2010-2011. In addition to the financial benefit, Mr Bunce left the Union many years’ field notebooks and other papers relating to his bird-watching activities. These are presently in the custody of Mr W.F. Curtis.

On this occasion the Trustees have to report an increase in the value of our investments. Details are shown in paragraph 4(a) of the accompanying financial statements. During the period, the value of our COIF Charities Investment Fund account increased by £22925 excluding legacy deposits. The unprecedented collapse in value of the stock market and property market due to the credit crisis was inevitable in 2008-09 as was the rise in 2009-10. Our investment managers operate an ethical investment policy, which also results in a marginally reduced investment rate. However, compared to the FTSE index the COIF yield was in front of the FTSE all share index during most of the financial year. The bulk of our surplus funds are invested in four specialist charity funds operated by CCLA Investment Management Ltd. At the financial year end the Union had £278560 (£175,284 (2008-09)) either held on deposit or invested within three investment accounts. Our reserves are invested in: (i) the COIF Investment Fund, which aims to provide an above-average return performance through capital and income return combined; (ii) the COIF Property Fund, which aims to achieve a high and sustainable level of income with some capital appreciation and (iii) the COIF Fixed Interest Fund which is invested in fixed interest stocks so as to provide a high-income yield but offers no protection against inflation. The allocation of investments between the three funds is shown in note 4(a) of the Financial Statements. Surplus cash is held in The COIF Charities Deposit Fund, rated Aaa by Moody’s and has paid interest at a little over the Bank of England base rate. In the latter half of the year, the yield collapsed. The Trustees reviewed our investment policy at each meeting and made no active change to the proportion of funds held in each account. The changes in value shown reflect movements in values. The Trustees are taking a long-term view of our investments, which were below their historical cost at the start and at the end of the year. Significantly the investment account is still paying a little under 5% on the investments. It should be pointed out that in the financial years 2007-08 and 2008-09 our investment values fell, whilst in the year 2009-10 the value has risen.

15 The Union still faces considerable financial challenges. This is exacerbated by significant increases in postal costs, especially at weights over 100g, which we use heavily. From December 2009, both the Naturalist and Bulletin have been printed and despatched by Titus Wilson of Kendal using a Royal Mail bulk postal deal, providing some savings, but we are unable to incorporate internal mail.

Investment and Reserves Policy: The Charity Commission requires each registered charity to have a policy covering its reserves. In March, 2002, the Executive agreed that our reserves of unrestricted funds are to be invested, in accordance with the Trustee Investment Act 2000, to provide an income to be used to promote the study of natural history of Yorkshire through conferences, research, meetings and publications. This matter was considered again in September, 2009, and it was agreed to renew the policy. Once again, the Trustees used investment income to assist with conference costs and publication of journals and books.

6. FUTURE PLANS. 1. To produce a check-list of Yorkshire species by 2011 (now in progress). 2. To continue to develop our educational programme working in partnership with the OPAL project and Leeds University School of Biology. 3. To gather more primary bird data electronically and use regional data facilities to assist with producing a report - (increased progress). 4. To publish a Plant Atlas of South Yorkshire in 2010 – (on target). 5. To support the Yorkshire and Humber Biodiversity Forum - continuing. 6. To merge our published archive of Yorkshire’s natural history - the Naturalist and Bulletin into one journal by 2011.

7. FUNDS HELD AS CUSTODIAN TRUSTEE The Union does not act as a Custodian Trustee for any other charity.

STATEMENT OF THE EXECUTIVE COMMITTEE’S (TRUSTEES’) RESPONSIBILITIES.

The Charities Act 1993 requires the Executive Committee of the Yorkshire Naturalists’ Union to prepare a financial statement for each financial period. In preparing these accounts, the Executive Committee has adopted the recommendations laid out in the Statement of Recommended Practice - Accounting and Reporting by Charities – (SORP 2005) issued by the Accounting Standards Board and confirmed by the Charity Commissioners. The Executive considers that in preparing these accounts, it has used appropriate accounting policies, consistently applied and supported by reasonable and prudent judgements and estimates and has complied with current statutory requirements and the charity’s constitution.

The Executive Committee is responsible for keeping proper accounting records to enable it to comply with the Charities Act 1993. The Executive Committee is also responsible for safeguarding the assets of the Union and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Approved by the Trustees and signed on their behalf:

Mr J.A. Newbould (General Secretary) June 11th, 2010

16 INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE YORKSHIRE NATURALISTS’ UNION I report on the accounts of the Yorkshire Naturalists’ Union for the year ended 31stMarch, 2010, which are set out on pages 18 to 24. Respective responsibilities of the trustees (Yorkshire Naturalists’ Union Executive Committee) and the examiner. The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this period (under section 43(2) of the Charities Act 1993 (the 1993 Act) and that an independent examination is needed. It is my responsibility to: • examine the accounts (under section 43(3)(a) of the 1993 Act); • to follow the procedures laid down in the General Directions given by the Charity Commissioners (under section 43(7)(b) of the 1993 Act); and • to state whether particular matters have come to my attention.

Basis of the independent examiner’s statement My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner’s statement. In connection with my examination, no matter has come to my attention:- (1) which gives me reasonable cause to believe that in any material respect the requirements • to keep accounting records in accordance with section 41 of the 1993 Act; and • to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

T. A. Corcoran. Chartered Tax Adviser and Accountant 623 Chesterfield Road, Woodseats, Sheffield. S8 0RX June 11, 2010.

17 The Yorkshire Naturalists' Union Charity Commission Registered Number 224018

Statement of Financial Activities for the Year Ended 31st March, 2010

See Note Unrestricted funds Restricted Funds Total Funds 2010 Total funds 2009 £ £ £ £ Incoming Resources Voluntary Income 2[a] 45,756 33,500 79,256 13,190 Investment income 2[b] 7,423 104 7,527 8,865 Incoming resources from generated funds 53,179 33,604 86,783 22,056

Incoming resources from charitable activities 2[c] 18,357 - 18,357 17,045 Other incoming resources 2(d) 140 - 140 94

Total Incoming Resources 71,676 33,604 105,280 39,195

Resources Expended

Costs of generating funds 3[a] - - - - Charitable activities 3[b,c] 25,129 63 25,193 34,386 Governance costs 3[d] 1,151 - 1,151 1,326

Total Resources Expended 26,281 63 26,344 35,713

Net Incoming Resources before transfers 45,395 33,541 78,936 3,483 Gross Transfers between funds 6 - - - -

Net Incoming Resources before other recognised gains /(losses) 45,395 33,541 78,936 3,483

Gains (losses) on investment assets Realised - - - - Unrealised 25,526 869 26,395 ( 36,938) Net movement in funds 70,921 34,410 105,331 ( 33,455)

Total Funds brought forward at 1April 2009 155,115 18,259 173,374 206,829

Total Funds carried forward at 31st March 2010 £ 226,036 £ 52,669 £ 278,705 £ 173,374

The notes on pages 20 to 24 form part of these accounts

Page 18 The Yorkshire Naturalists' Union

Balance Sheet as at 31st March 2010

Note 2010 2009 £ £ £ £ Fixed Assets

Investments 4a 214,830 110,137 Tangible assets 4b 890 1,112 Total Fixed Assets 215,720 111,249

Current Assets Prepayments and accrued Income 1,021 1,014 Cash at bank & in hand 63,771 65,448

64,792 66,462

Liabilities Creditors: amounts falling due within one year 5 1,807 4,337

Net Current Assets 62,985 62,125

Net Assets £ 278,705 £ 173,374

Funds Unrestricted Income Funds 7 226,036 155,115 Restricted Income Funds 7 52,669 18,259 Total Charity Funds £ 278,705 £ 173,374

The Financial Statements on pages 18 to 24 were approved by the Executive Committee on June 11th, 2010 and signed on its behalf by

Mr J K Bowers Chairman

Mr J. A. Newbould Treasurer

The notes on pages 20 to 24 form part of these accounts

Page 19 The Yorkshire Naturalists' Union Notes to the Accounts for year ended 31st March 2010 1. Accounting Policies a) Accounting Convention (i) The financial statements are prepared under the historic cost convention as modified by the inclusion of investments at market value and in accordance with the Finanicial Reporting Standard for Smaller Entities (effective April, 2008). In preparing the financial statements the charity follows best practice as laid down in the Statement of Recommended Practice "Accounting and Reporting by Charities" (SORP 2005) and by the Charities (Accounts and Reports) Regulations 2005.

b) Restricted Funds (i) Restricted Funds are those where the use has been speciﬁed by the donor (ii) Restricted Funds include grants from other bodies - statutory, corporate or charitable for speciﬁc purposes [iii] The ornithologcal fund represents funds used by the ornithological section and includes funds previously held by the Protection of Birds Commitee. [iv] The Special Publications fund includes the interest on a donation to enable the cost of printing photographs in the Naturalist on a regular basis. Grants or loans may also be given to authors. [v] The Mycological fund represents cash raised from the sale of the Fungus Flora of Yorkshire.

c) Income and Expenditure i) Revenue grants and payments are taken to the income and expenditure account in the years to which they relate ii) Subscriptions and legacies are accounted for on a cash received basis. iii) Operating Expenditure is accounted for on an accruals basis. iv) The Charity has trustees and volunteers liability insurance v) Grants payable are charged in the year when the offer is conveyed to the recipient vi) Charitable activities include all costs of providing services or goods by the charity for charitable purposes vii) Support costs include ofﬁce, communications, insurance and other costs identiﬁable as integral to support the charity's objects and are shown in note 3(c). viii) Govenance comprises costs for the running of the charity itself as an organisation.

d) Capital Expenditure The costs of publications are written off at the time of payment. Ofﬁce equipment purchased valued under £1200 is written off in the year of purchase, other equipment is capitalised at cost and depreciated at the rate of 20% on a reducing balance basis

e) Salary and Pension Costs The Union employs no staff - its administration and proceedings are all handled by volunteers. No statement on pensions is required under FRS 17

f) Value of Investments The accounts show the selling value of the investments at 31/3/10 using the price listed in the Financial Times. Investments are undertaken for the Union by a specialist charity investment house, viz. COIF Charity Investment Funds

g) Changes to previous accounts: There has been no change to the accounting policies (valuation rules and methods of accounting) since the previous ﬁnancial period.

h) The Yorkshire Naturalists' Union is not registered for Value Added Tax. The accounts include VAT where applied.

Page 20 Unrestricted funds Restricted Funds Total Funds 2010 Total Funds 2009 £ £ £ £ 2. Incoming Resources 2(a) Voluntary Income Legacies 43,593 33,500 77,093 250 Donations 5 - 5 20 Tax refunds on covenants & gift aid 1,815 - 1,815 2,839 Grants received (Awards for All) - - - 8,663 General Grants - - - - Development appeal 343 - 343 1,418

£ 45,756 £ 33,500 £ 79,256 £ 13,190

2(b) Investment Income Dividends - UK Income Units 7,156 - 7,156 6,573 Interest on cash deposits 267 - 267 1,707 Interest: - Ornithological Fund - 46 46 254 - Special Publications & Illustrations Fund - 50 50 286 - Mycological Publication Fund - 8 8 46 £ 7,423 £ 104 £ 7,527 £ 8,866

2(c) Incoming Resources from Charitable Activities Subscriptions:- Members and Associates 8,763 - 8,763 8,790 Afﬁliated Societies 1,100 - 1,100 1,100 Libraries and Universities 1,755 - 1,755 1,672 Sponsored members - - - - Book and publication sales 237 - 237 139 Conference and meetings 2,683 - 2,683 2,535 Sale of Bird Reports 2006 714 - 714 2,173 Sale of Bird Reports, 2007 2,210 - 2,210 - Advertising Income 480 - 480 250 Special publications & illustrations 100 - 100 - The Flora of Mid-west Yorkshire 163 - 163 318 Lepidoptera book sales 142 - 142 68 Mycological Book Sales 10 - 10 -

£ 18,357 - £ 18,357 £ 17,045

2(d) Other Incoming Resources Other income £ 140 - £ 140 £ 94

Page 21 3. Resources Expended Unrestricted funds Restricted Funds Total Funds 2010 Total Funds 2009 £ £ £ £ 3[a] COSTS of GENERATING FUNDS General Funds - - - - Development Fund - - - - £ - £ - £ - £ -

3[b] CHARITABLE ACTIVITIES Total grants to institutions (3) 155 - 155 55 Publication Costs: The Naturalist 5,568 - 5,568 5,746 The Bird Report 7,207 - 7,207 4,782 The Bulletin 2,971 - 2,971 5,031 The Lepidoptera Report 2,037 - 2,037 2,284 Book Sales postage 51 - 51 39 Special Publications & Illustrations - 63 63 - Conference & meetings expenses 4,269 - 4,269 3,729 Ornithological section expenses 187 - 187 1

£22,445 £ 63 £22,508 £ 21,667

3[c] SUPPORT COSTS OF CHARITABLE ACTIVITIES Printing and stationery 260 - 260 273 Ofﬁcers expenses 71 - 71 60 Depreciation of display equipment 222 - 222 277 Library 9 - 9 427 Other administrative expenses 1,487 - 1,487 1,854 Grant Expenditure Bird Recording Promotion - - - 8,663 Development account 636 - 636 1,165 £ 2,685 £ - £ 2,685 £ 12,719

3[d] EXPENDITURE on GOVERNANCE Independent Examiner's fee for reporting on the accounts 675 - 675 675 Printing and stationery Costs 422 - 422 602 Meeting costs 9 - 9 27 Administration costs 45 - 45 22 £ 1,151 £ - £ 1,151 £ 1,326

Page 22 4. Fixed Assets

4(a) Investments listed on a recognised Stock Exchange 2010 2009 Unrestricted funds Restricted Funds Total Funds 2010 Total funds 2009 £ £ £ £

Market value at 31/3/2009 110,137 - 110,137 147,075 Additions at cost 43,899 34,399 78,298 - Disposals - - - - Gains (losses) on investment assets 25,526 869 26,395 ( 36,938)

Market value at 31/03/2010 £ 179,562 £ 35,268 £ 214,830 £ 110,137

Historical Cost 31/03/2010 £ 183,134 £ 34,399 £ 217,533 £ 139,235

Investments representing more than 5% of the portfolio by market value are as follows: 2,010 2,009 General Funds £ £ COIF Charities Investment Fund 125,857 70% 72,793 66% COIF Charities Fixed Interest Fund 19,750 11% 14,644 13% COIF Charities Property Fund 33,955 19% 22,700 21% £ 179,562 100% £ 110,137 100% Ornithological Section (Restricted) £ £ COIF Charities Investment Fund 21,613 61% - COIF Charities Fixed Interest Fund 5,098 15% - COIF Charities Property Fund 8,557 24% - £ 35,268 100% £ -

4(b)Tangible Fixed Assets Display Equipment Cost: £ At 1st April, 2009 4,548 Additions - Disposals - At 31st March, 2010 4,548

Depreciation: At 1st April, 2009 3,436 Charge for the year 222 At 31st March, 2010 3,658

Net Book Value: At 31st March, 2010 £ 890

At 31st March, 2009 £ 1,112

5. Creditors: Amounts falling due within one year 2010 2009 £ £ Bank Overdraft - - Accruals 1,807 4,337 £ 1,807 £ 4,337

6. Transfer of Funds There were no transfers between restricted and unrestricted funds during the year.

Page 23 7. Reconciliation of funds Balance at Movement in Resources Balance at 1st April 2009 Incoming Outgoing 31st March 2010 £ £ £ £ Restricted Funds

Ornithological Fund 6,304 46 - 6,350 Special Publications & Illustrations Fund 10,649 50 ( 63) 10,636 Mycological Publication Fund 1,306 8 - 1,314 Ornithological Acumulated Fund - 34,369 - 34,369 Total Restricted Funds £ 18,259 £ 34,473 £ (63) £ 52,669

Unrestricted Funds Accumulated Fund 97,709 69,119 - 166,828 General Revenue Account 54,259 27,740 ( 25,645) 56,354 Designated Development Account 3,147 343 ( 636) 2,854

Total Unrestricted Funds £ 155,115 £ 97,202 £ (26,281) £ 226,036

Total Funds £ 173,374 £ 131,675 £ (26,344) £ 278,705

8. Analysis of Net Assets between Funds

Display Fixed Asset Net Current Equipment Investments Assets Total £ £ £ £ Restricted Funds

Ornithological Fund - - 6,350 6,350 Special Publications & Illustrations Fund - - 10,636 10,636 Mycological Publication Fund - - 1,314 1,314 Ornithological Accumulated Fund - 35,268 ( 899) 34,369 Total Restricted Funds - 35,268 17,401 52,669

Unrestricted Funds Accumulated Fund - 166,828 - 166,828 General Revenue Account 890 12,734 42,730 56,354 Designated Development Account - - 2,854 2,854 Total Unrestricted Funds 890 179,562 45,584 226,036

Total Funds £ 890 £ 214,830 £ 62,985 £ 278,705

9. Related Party Transactions There were no related party transactions during the period

10. Trustees Remuneration No remuneration was paid to trustees during the period.

11. Trustees' Expenses Trustees' expenses reimbursed in respect of travel and telephone totalled £71 for one trustee (2009, £60 for one trustee).

12. Status The Yorkshire Naturalists' Union is a registered charity no 224018

Page 24

This line drawing of Natterers bat was produced for the YNU by 11 year old Maddy Wilson

Mrs Nan Sykes receives a certificate of Honorary Life membership at the AGM from the President, Dr Terry Crawford The Yorkshire Naturalists’ Union Registered Charity No 224018 Subscriptions

Subscription rates are:

Members £25 per annum Associate Members £ 5 per annum (living at the same address) Affiliated Societies £30 per annum Low Income (e.g. unwaged) £20 per annum (apply to the Treasurer) Students £15 (Age 18-25 on Bachelor’s or Master’s Degrees) Institutions (UK) £31 per annum Institutions (overseas) £37 per annum

These are due on January 1st and should be paid to: The Membership Secretary, Mrs Hannah Droop Yorkshire Naturalists’ Union c/o NEYEDC, St William’s College, 5 College Street, York YO1 7JF 01904 636952 Email: [email protected]

Dark-bordered Beauty Moth (female) Dark-bordered Beauty Moth (male)

Dr Terry Crawford reported the monitoring of this moth, on heathland on the outskirts of York, in his Presidential address, November 2009.

Titus Wilson, Kent Works, Burneside Road, Kendall, Cumbria LA9 4RL 01539 720244