REGISTERED COMPANY NUMBER: 03163187 IEngland and Wales) REGISTERED CHARITY NUMBER.. 1053446 REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR TH£ YEAR ENDED 31 DECEMBER 2020 FOR THE GARDENS TRUST Averillo & A550clates Chartered Accountant5 16 South End Croydon Surrey CR01DN
THE GARDENS TRUST CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 Pase Report of the Board of Trustee5 1 to 10 Independent Examlnerf5 Report Statement Of Flnanclal Actlvlties 12 Balance Sheet 13to14 Notes to the Flnanclal Statements 15to23 Detalied Statement of Flnanclal Actlvltles 24to25
THE GARDENS TRu¥r REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 REFER£NCE AND ADMINISTRATIVE DETAILS Reglstered Company number 03163187 (England and Wales) Re8lster•d Charlty number 1053446 Reglster•d offl¢e 70 Cowcr0$5 Street London EC1M 6EJ Trustees Dr james Bartos Christopher Blindlord Sarah Dickinson Dr Marion Harney Virginia Hinze Peter Hughes QC Dr Sally leffery David Lambert Or Davld Marsh Maureen Nolan Thadlan Piiiai Rachel Siwe Paul Titcombe Peter Waine Elizabeth Wauon resigned 05.09.2020 appointed 05.09.2020 co-opted 30.03.2021 co.opted 30.03.2021 Ex-officio and non-v08 members of the Board.. Simon 8aynes re518ned 06.01.2020 Chloe Bennett joanna David50n Non-votlns appolnted 27.01.2020 Company S•cr•tary Maureen Nolan Independent •xamln•r Peter Nellemose Instltute of Chartered Accountant5 In England & Wales Averlllo & Assoclates Ch4rtercd Accouniantj 16 South End Croydon 5urrey CRO 1DN Bankers Barclay5 Bank pLc Leicester LE87 26B CAF Bank Llrnlted PO Box 289 West Malllng Kent ME19 4TA Page 1
THE GARDENS TRUST REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 REPORT OF THE BOARD OF TRUSTEES The Board of Trustees (who are also 1CtorS for the purposes of the companies lawl present thelr Annual Report together ih the Flnanclal Statements of The Gardens Trust 1.the Chartty") for the year ended 31 December 2020. The Trustees conflrm that the Annual Report and flnancial Statements of ihe Company comply with the current statutory reqvirementS, the requirements of the Company's governlng document and the provisions of the Statement of Recommended Practlce ISORPI 'Accounrirn8 and Reporting by Charities" further details belng set In the accounting policies. rRucfuRE, GOVERNANCE AND MANAGEMENT Constltutlon The Company is a charitable company Ilmlted by guarantee con5tltuted under Artlcles of As$oclJtlon. as amended by Speclal Resolutlon dated 24 July 2015. and Is a Re41sted Charity number 1053446, Reglstered Company nufflber 03163187 (England and Wales). Method of electlon of Board of Trust•s Board members are elected for a three-year term of offlce and are then requlred to retlre at the next Annual Gera1 Meetlng but are ellglble for re-ele¢iion for a further three-year terrn. The names of those who are due to retfj and wlsh to stand for re.ele¢iion to the Board are listed in the papers for the Annual General Meetln8. Pollcles adopt•d for th• Induetlon and Tralnln8 of Board Member5 Newly elected Trusiees are provlded with coples of the prevlous Annual Report and Flnanclal Statements, the Trust's Artlcles of Assoclatlon, Ihe Trust's Buslne55 Plan, the Rlsk Reglster, Trust pollcy documents, Mlnutes of p0$ B¢ard meetln$s and Chadty Commlsslon adylce on the dutles of Trustee5. All Trustees Serve on Commlttees or OtheIse have responslbllltles vAthln the Trusi In addltlon to Sen8 as Trustee5. Or8anls•tlonal 5tructur• The Board has Commlttee5 responslble for.. Admlnlstratlon and Flnance., Conservatlon., and Educatlon and Event5. The Adrnlnlstratlon and Flnance Commlltee also has re5ponsiblllty for Mernbershlp. The Board and the Commltrees 8enerally meet quarterly, wlth addltlonal ad-hoc meetln85 as requlred. In 2020. the Trust employed iwo admlnlslrators and a Strate8ic Development Olflcer, all reportln8 to the Chalr of the AdmSnlstratlon and Flnance Commlttee,. two con5ervatlon stall who reported io the Chalr of the Con5ervatlon Commlttee: and three Hlstorfc Landscape Project Offlcers, who reported to the Vlce Chalr of the ConseNatlon Cornrnlttee. All staff are ernployed part-tlme. OBJECTIVES AND AcThVrEs Charltabl• obJ•ctlves The objects of the Charity are ftsr the publlc beneflt.. to pronb)te the Study of the hlstory of gardens and 8ardenln8, landscape 8ardenln8 and hortlculture In all Its aspects. to promote the protectlon and con5ervatlon of hlstorlc parks gardens an(J deslined landscapes and to promote and adv15e on thelr conservatlon. to Dromote the County Gardens Trusts and through themi rdu¢4llon, apprKlailon ano Involvement of the publlc In matter5 conneeted wlth the art5 and sciences of Garden Land.. arid to encourage the creatlon of new parks, gardens and desl8ned landscape. Publlc beneflt The Board of Director5, as Trustees, conflrm that they have complled th the duty In Se¢tlon 4 of the Charlties kt ZCV6 to have due reBard to the Charfty Comm1s51on's general guldance on publlc beneflt. Page Z
THE GARDENS TRU REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 ACHIEVEMENT AND PERFORMANCE REVIEW OF AcTlEs CHAIRMAN'S REPORT This is my first report slnce taklng over from Dr James Bartos after the last Annual General hetlng In September 2020. Writlng as I do, Some way into 2021, it gives the opportunlty not only lo look back to the last calendar year, but to take stock of where we are now. The effects of the pandemk. resrdction5 on Sla[ interaction and travel, and natlonal lockdowns have had a profound Impact for everyone. We have all been affected personally in 50rre way, and amon85t us there will be those who have Suffered the bereavement or 5er6ous illness of family merntef5 or close friends. Charitable orsanlsation5, be they large or small, have found it hard to keep going. Soffe have experienced acute linanclal hardship and may not suThlve. We at the Gardens Trust have not been immune from the challenges, but l am pleased to report that we have fared better than many others. Thls is, In part, due to the Sound foundaiions lald by my predecessor and hls team. Also, though. It IS due to the flexibility and commltment of our dedicated staff and volunteer5. TW have adapted to new ways ol worklng and a reglme of vlrtual meetlngs. Addltionally. the Incredible Contriblon of Dr Dad Marsh and the group of lecturers and volunteers he has built up to as51st hlm has been key to the vitality of the GT over the last year. From a standin8 Start In the first l¢xkdown in 2020, together they have Set up and developed a comprehensive programme of on.llne lecture5, talks and preseniatlons. These have covered a de ranie of toplcs, InclLtsJlnq qardens In varws perlods of history, garden5 created by famous artlsts, and a ploneerln8 serle5 focu551n8 on other ¥ol¢es, It>)klng at ISsL from dlfferent and previously overlooked wrspe¢tlves. The weblnars have enabled u5 to keep In t0h ith rnbe durlng Isolatlon at home. They have also reached out to new audlence5 and supporters In County Gardens Trusts and bwnd. not only In the UK but across ihe glDbe. They have provl¢Jed the GT vAth a new and much needed source of Inco to help us keep golng durlrtl the pandemlc. They have allowed us to promote our curreAt theme of Unforsetroble Gorden5, together w5th Its message tsf conservatlon, vulnerablllty, and enloyrnent. and provlded us wlth the opportunlty to work with County Garn$ Trusts ICGTsl around the country to ftxus on unforgettable iardens In thelr are35. The Unforsettoble Gordens wfll contlnue over the nexi thri to three year5 and wlll Include face. to-face events when thls Is again )SSIbLe. Flnanclally, a5 you wlll see from the account5 and the TreasUr.$ report we have come throu8h a difficult year In a healthy Ilnanclal posltlon. In part, thls Is due to the Incorne from the onllne lectures. antj to the careful financlal m)naqement of our Treasurer. but It also reflects a legacy fhai we recelved durfng ihe year of C25,C(Q. In accordance wAth conventional ccountan¢y prlnclples, the legacy has io be shown In the accounts as part of our Income for the year and hence a5 part of the operational proflt. In Ilne wlth pasi practtce, though, we tal such glfts as exceptlonal Items 10 used not for the day-to- day runnlng of the Trust bur 10 stren8then Its reserves for futu. It 15 all too easy to lose s18hl of the fact thai ihe Garden5 Trust 15 healY dependent on publicly funded grants from Hlstorlc England to élscharge our dutles as a statutory ¢onsultee for plamlng appllcatlons lat11b8 to Reglstered Parks and Girden5 and to support CGTS through the Hlstorfc Landscape Project. In ltertaIn flmes Ilke these, there can be no suarantee about the future of these grants. Also, as a reclplent of public funds. and as a charity, we are reqthred to demonstrate that we malntaln hl8h standard5 of governance. flnan¢lal rnanagewnt, and foster Inclv51vity and dlverslty. The ¢reatlon of the GT by the merger of the Garden H15tory Soclety and the A5soclatlon of Gardens TnJ5ts wa5 a major event. Jim Bart05 successfully sieered the new GT through Its flrst flve year5, but now slx years on. Ihe time is rl8hi to rW our structure and organlsatlon, to take stock of what ba5 been achleved. to assess what adjustments. If any. should be made, and io plan for the future. Last Auturnn. the Board declded to cary out a thorou8h review and to explo how the GT might enhance Its profile, stren8then Its volce, and reach a wldgr and more dIr5e audience. In Ft>ru•ryy lye applled lo Ilr Ndiiona( Lotiery 14entage Fund for a Iranl to help flnance ihls. In March, we heard that our application had been successful. The project ha5 begun and wll run for a period from ApAI 2021 to November 2022. The budget for it lin round figUs} Is 195.C(Q. of whlch some C75,(XXI is funded by the NLHF, thanks to lottery players, and the balance by the GT from it5 own fvnds. The srant enables us to appolnt a rTrew Audlence Development and Engagent officer and io Éy)gage ¢onsultant5 to work w6th us and advise u5 on variou5 aspects of the projecl. By the time of the AGM, these posts should have been filled. Page 3
THE GARDENS TRUST REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 CHAIWN'S REPORT Icontlnuedl Something that needs to be reviewed and re-drafted are the Articles of Assoclaiion whlch govern how the GT operate5. One of the most urgent concerns relates to the appolntment and terrns of office of the Trustee5. At present all Trustee5 can serve for no more than Iwo consecutive terms of three years. This Includes the officers, even the Treasurer and Cornpany Secretary. Currently. there is no provlsion to extend terms ol offlce. It ha5 led to an unmanageable cluster of enforced Trustee retirements, slx this year including our Vice-chalr and Treasurer, and two next year including our Company Secretary. Fortunately, an interlm solutlon to ihe problem has been found pending the rew5ion of the Artlcles. This enables thls year's reiiring Trustee5 ILisa Watson, Marion Harney, Sally Jeffery, and Sarah Dlckinsonl. other than those wishing to retlre In any event, to be re-appolnied temporarfly by the Board to flll vacancies untll the next AGM. The Intention Is that by then the revislon of the Articles will have been completed and the AGM can be asked to adopt revised Articles that wlll provlde a pemianent solutlon to the problem. Durfng 2020, we conducted a recrultment drfve for new Trustees and Cornmlttee members. We were heartened to receive an excellent resp¢n5e. We have been lolned by three new Trustees, Chrfs 81andfgrd who lolned the Board In Septernber 2020, and Rachel Savage and Paul Tltcornbe, who were c¢.tspted In April 2021 and are proposed for election at ihe AGM. Tw¢ lon8-5ervlng members ol the Board, Vlr8inla Hinze and Davld Lamtyert, who have corne to the end of their 51x year5 In olflce have declded to step-down. Both have made an exceptlonal contdbution over many years, prfor to the forrnation of the GT and slnce. A150 leavln8 the Board 11 be Thadian Plllal, who, althou8h a Trustee for a much shorter perlod, ha5 been a valued member of the Board. We are pr¢foundly 8rateful to all three of them and reassured that they have sald that they 11 remaln actlve wlthln the GT. Flnally, I would Ilke to pay trlbute to my fellow Board mernbers, to all our volunteer5 who a5515t U5 In our work by servlng on commlttees, dellverfng our onllne prts8ramme and prornotlng the GT on soclal medla, and to all Ouf Staff for the lerriflc work they all do, and for all the help and support they have 8lven me. P•t•r Hu8h•s QC AOMINISTRATION AMD FINANCE cowairrEE Work by the Committee has contlnued, notwlthstandlng COVID.19, meetlng by Zoom and othetwlse communlcatlng by emall. The "Admln & Flnance" Commlttee Is supported by three staff mernbers. Loulse Cooper and Tere5a Forey-Harrfson have conilnued thelr maln respon51bllltles: Lou the Gardens frust Admlnistrator, for or8anlslni and co-ordlnatlng the Governance and Admln15tratlon of the Trust, and Tere5a - Flnance Ofllcer and CGT Co-ordlnator, for orsanlslng and co.ortJlnatln8 the flnanclal arrangements ol the Trust and pr¢vldlnB admlnlstratlve supp¢rt to CGT mernbers. In addltlon, Llnden Grove5 a5 Strateglc Developmeni Offlcer. helps pursue forward developmenl, fundralslns and promotlons for the Trust and the Histortc Landscape Prolect, and Commurtlcatl¢ns, worklng across the Garden5 Trust with Susannah Charlton, Cornrnunlcatlons Adser. Llnden reports to Admln & Flnance on her management of Lottery-funded projects such as Sharlns Repton.. Hlstorlc Landscapes for All. At the turn of the year, a second appllcatlon to the NLHF was successful, allowlnB the Trust to eW 11$ 8overnance, dlverslty and Inclu51on. Update5 on all these are covered elsewhere. Llnden a150 reports to A&F on her mana8ement of umbrella theme5 such as Unforgettoble Gorden5, which amongst other things ha5 been Ilnked wlth elements of the Trust's on-llne lecture series. The e-8ulletln and social rnedla have gone from stren8th to 5trenBth, and contlnued web51te development have also t)een among Susannah Charlion's contributlons durtng the year. The Cornmlttee creates an annual Budget for approval by the Board at the beglnnlng of each year, toBether vAth quarterly management accounts. In5urance5 for the Gardens Trust and CGT5 contlnue io be reewed, a5 dld the revlew of Rlsks, Health and Safety, Ihe Bu5ine55 Plan, Equal Opportunities and Trustees Skllls Audlt. Pald adYertlsement5 have also contlnued In the GT News. No new Trustees Jolned the Committee dvrlng 2020. The reeW of Member5hlp 5erwces has contlnued wlth a 5peclal offer to member5 of County Gardens Trusts. At the end of December 2020, total Indlvidual membershlp wa5 1,135. Total mernbershlp of County Gardens Trusts stood at 7728 lexcludlng the Welsh Hi5lorlc Gardens Trust) wlth membership of the We15h Hlstorlc Gardens Trust - affillated to the Gardens Trust - belng 980. As noted elsewhere, the GT'S Steerlng Group, treated In March 2D21, has assumed the responslbllltles of the Admlnlstratlon and Flnance Comrnittee, whlch has now been disbanded. We are 8raleful to Alan Baxter and Coombs, our landlords, for thelr ongolnq support. Lisa Watson. Chalr Page 4
THE GARDEN5 TRUST REPORT OF BOARD OF TRLisfEES FOR THE YEAR ENDED 31 DECEMBER 2020 CONSERVATION COhVAlEE When the lockdown occurred on 23 March 2020, we wondered how thls would Impact local plannlng department5. In fact, after a bdef lull, it quickly becarne apparent that the year-on-year trend of increased consultations relating to development5 which affect the hlstodc de5i8ned landscape would coniinue. A therne echoed by our colleague5 in the other naiional arnenity societles. OLtr consetvatlon team have shown thelr adaptabillty and resilience through the months of the pandernic and must be commended on their work in respondlng io the ever-increaslng number of planning consuliaiions, often len8thy and complex, and Involn8 many stakeholders. The total number of consultatlons recelved for the calendar year 2020 (ln boldl, 12019 figure5 in brackets for cornpartsonl comprislng all plannlnl appllcations. pre-appllcatlons, Historic England con5ultatlons, Local Plans, Natlonal Policy, Nelghl>ovrhLbJd Plans and General Correspondence for England was 1,961 11,8321 and for Wales 15 1311. Of these 1,10811,0621 were statutory con5ultatlons for England. ReskX)nses (to all types of c¢nsultatlonsl were as follows.. Gardens Trust wrltten responses submltied 611 14471. County Garden5 Trust written response$ 439 13331. Gardens Trust no comments Submitted 56716051. County Gardens Trust no comment5 145 11711, an overall Increase of 206 responses compared wlth 2019. In response to thls upward trend. the Gardens Trust has Introduced a new member to the conservatlon team. Danlel Bowle5 has lolned as an Asslstant Conservation Casework Offlcer. Danlel ha5 responslblllty for1088lng all consultatlons and respon5e5. Ali50n Alllghan, our ConseThatlon Casework Mana8er 11 now also work alongslde Margle Hoffnung, In a Conservatlon Officer role, focuslng on and asslstlng the County Gardens Trusts In four countles, Curnbrla, Yorkshlre, Notllnghamshlre and Lancashlre. The team has an ellectlve trfage system whl¢h ensures that consulritlons are assessed upon recelpt t¢ prforitlse responses, from both the County Garden5 Trusts and the Garden5 Trust, as approprtate. The volurne and dlverslty of ca5ewoTk monltored and managed Is such that only a snapshot of the responses can be provlded here. The follo¥Ani examples Illustrate how our Conservatlon Olflcer extends her reach and the volce of the Gardens Trust Ihrou8h close collaboratlve worklns me¢hods. An ongoln8 appllcatlon for a new M3 Pli)to motorway servlce statlon on the boundary of Grade l H kwood In Hampshlre has requlred ihree responses 51nce November 2017 wlth the most re¢ent In May 2020. Stakeholders vAth shared ewS Include the Georqlan Group, Harnp5hlre Gardens Trust, other academlcs and Indlvlduals but there has been wldespread dlssatlsfactlon wlth Hlstortc En8iand'5 (HEI responses whlch, It Is wldely felt. have been Insufflclently robust and, m05t unusually, we have challenqed HE'5 P051tlon. A major appllcatlon whlch Is now reachlng a crltlcal stage has ralsed Interes(In8 dlscu551on5 wlth resard to settln8. Thls con5ultatlon relates to the redevelopment of the Jolly Boatrnan and Hampton Court Statlon, across the rtver frorn Plam ton g and grounds. We origlnally oblecied to the plan5 to bulld 97 houses, an 84-bed hotel, retall unll5 and carparking on thls sensltlve sile In February Z019. We wrote a8aln when, In the revlsed appllcatlon, the proposed bulldlng5 were set even hl8her than befo. An Inadequate accompanylng VIA ornits Images taken from wew polnt$ In the landscape, the Klnss Apartments or the Banquetlng House from where there are clear vlew5 to the slte, currently broken by some chestnut tree5, some of whlch are reported to be suffering Irom canker. Wlth or wthout the trees. Ihe hei8ht and mass of the proposed ¢levelopmeni wlll be SIble from key h15toric vlewpolnts throu8hout thls reglstered Grade I landscape and wlll sert¢U51y Impact upon Its seitln8 and $1gnlficance. We have worked closely wlth H15torlc Royal Pala¢e5, arranglng a slte wsit a5 500n a5 restrlctlons were lifted. and are dell8hted that they support our posltlon. HE has acknowledged that the tree 155ue may be a problem but otherwlse stand by thelr les5 than strong letter of oblectlon. A further sile vlslt YAth all the plannlng offlcers has now been arranged. In NOrthumrtand, re5toratlon and new work vAthln walled gardens at A ckland Cas andR £15 a8aln Illustratlve of the collaboratlve nature of our work. The Northumbrla Gardens TrustlNGTI have been extremely pro-a¢tlve, and thelr local knowledge has been Invaluable. We broadly support both appllcatlons. At Auckland we had a holdlng obleciion unlll various documents, malnly relatln4 to hi5torlc e5 and how the current de51gn relates to these, 50 that the plannlng olficer5 would be 5ufflciently Informed to make their declslon. When th15 happened, we wlthdrew our objection. Our Conservation Officer was able to work wlth the landscape architect at Auckland which led to a very good collaborative relatlonship both with him and the local authority, and productive ongolng dlscu55ions between hlm and NGT lin the absence of a slte vi51tl. At Raby, the maln Issue was the SibilitY of the new car parkin8 and again the need for archaeology before work c¢mrnence5, should perrnlsslon be granted. Again, extenslve research from NGT informed ihe very detalled response. rml rhe Grade 11 RPG at oy near Bristol has been blighted by a large statlc home caravan park as a sUIt of a poor planning deci51on In the 1960s. The caravan5 encroach within approx. 20m of the 7m tall statue of Neptune. When ihe caravan park owner began to dlg up turt to turn most of the grass between the caravans and the statue into a car park or another pitch for static home, the vlgllant Friend5 of Willlam Champlon's Garden, notified the plannlng authority and a5 no appllcatlon for planninq permission had been submitted. an enforcement notlce wa5 itntnediately obtalned. After some dlscussion, extensive liai50n between the Garden5 Trust, South Gloucestershlre Council and the Frlends of Warrniey the darnage has been PaIred. surprislng and encoura8in8 result. Pa8e 5
THE GARDENS TRUST REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 CONSERVATION COAIMirrEE Icontinuedl We continue to develop accessibility to the Casework Log, an Invaluable archive of casework responses. Log Training 5e55ions with County Gardens Trust volunteers faltered with the pandemlc. bu¢ wth the potential advent of new plannlng law5 and processes (referred io belowl, it rernain5 a priority for rhe Conservation team and Commlttee to ensure thal the Log is an interactive and e55ential tool in maxlmi51ng the Impact of our work as Statutory Consultee. The work of the consetvatlon team 1$ 5UPPOrted by the educatlonal and outreach programme of the Hlstorlc Landscape Project IHLPI led by our two Historic Landscape Project Olflcers. Tamsin Mcmillan and Sally Bates. Once again, In response to the lockdown restrictions, the rapld and highly effectlve adaptation of their tralnlng programme and swift delivery onllne must be highly commended. With face-to-face meetlngs wth County Gardens Trust volunteer5 and our wder network of herttage partner5 on hold, the benefits of Zoom ¢onne¢tlons have not only kept everyone In touch but wdened hort70ns. Thls new medium ha5 enabled the Planning Training programme dellvered by our Conservatlon Offlcer In conlunciion wlth the HLP, to be recorded for online dellvery. Delivered by Zoom, the programme attracted a rnuch larger audience both volunteer and profes51onal than prevlously achleved. Th15 Is now a valuable onllne resource which will help us to extend our reach through education. Collaboratlng with our CDlleagues In the County Gardens Trusts, In September 2020, members of the ConseThatlon Commlttee dellyered a response to the Government Whlte Paper.. Plannlns for the Fufure whlch sets out a propK)sal for an overhaul of the plannlns system. We took the opp¢rtunlty to draw attentlon to the role of the Gardens Trust In the plannlng process and, alongslde other herttage sector partners, we were Inled to engage in dlrect consultatlon wth the Secretary of Stale to relnforce commltment for the sector to have a clearly deflned role wfthln any reforrned 5y5tem. The draft Blll Is expected In ihe Autumn Oiher Government consultatlon5 to whlch we have responded Include Supportlns publlc servlce Infrasrru¢ture throush the Plonnlng System. whlch wlll enable extenslon to publ1¢ bulldlngs through permltted development. 11 Is essenllal that any quallfylng bulldln8s slted In re815tered parks and gardens are exernpt. In respondlng to the Ensland Tree Strotesy consultation, we expre$5ed our concern that the consultatlon Include5 only lirnlted reference to 'hlsiorfc lartd5cape features.. It doe5 not 5ufllciently hlghllght hlslorlc parks artd 8ardens and thelr settlng to ensure that new tree plantlng proposals, whlch wlll be a slgnlflcant feaiure of land mana8ement In future. take Inio accouni the design character of the hlsiorfc planted landscape. As HE ¢ontlnue5 their Revlew of Listlng, we have relnlorced our observation that a Revlew of th¢ Natlonal Heritage Llst must Include strategy for the development of the Re815ter of Parks and Gardens. Wlth Ilmlted resource, the need to balance equitably the Interests of reglstered parks or 8ardens and Ilsted bulldln8s needs to be expllcltly explored, deflned and then applled. A Grade I reglstered slte Is ès Important a5 a Grade I Ilsted bulldln8. A5 well as belnB a member of ihe Jolnt Commlttee of the Natlonal menlty Socletles, we also have a representative slttln8 on the Herltase Alllance Spatlal Plannln8 Group. We extend our thanks to Chds Clarke, Jullan Glbbs and Gllllan Clark for thelr enormous contrlbutlon to the Garden5 Trust who have retlfed from the Conservatlon Commlttee thls year and Jre dell8hied to welcome Chrts Blandford, Mlkt Calnan. Wendy Stott and Sally Stradllng to the Commlttee. Sarah Dlckln50n, Chalr EDUCATION AND EVENTS COMMIThEE 2020 started well wlih 8ood attendances at our courses at the Instltute of Hlstodcal Research In London and Wlnterboume House In Blrmlngham, and al the Winter Lecture serle$ 120191201 In London. We also ran Siudy day5 or courses In Carnbrfdge, the roatlonal Arboretum at Westonblrt, the Weald and Downland Museum and Sheffield, and had several others planned when the pandernlc restrlctlons came Into force In March and ended all our on-51te events for the rest of the year. In Jun• 2020, we took what we thou8ht was Ihe r15ky Uecision to attempt some on-llne pro51•n, not havln8 any Idea what the take-up would be. An initial serfe5 of 12 free lectures was glven In June and July whlch sold out, and from August onward5 we began oflerlng pald courses and lectures. These proved to be extremely Successful both In reachlng a rnuch wlder audience and In flnanclal ierms. We have been able to attract a range of excellent outslde speakers whlch has enabled us to widen our offer and run 4 or 5 events a week. These have Included courses on garden history, a regular weekly serles run in partner5hlp with County Gardens Trusts ICGTSI on Unforsettable Gardens. and both general interest and speclallsi courses. Although unfortunately we had tcs postpone our Annual Conference, we were able to hold the New Research Symp051um onllne, attractlns a record audlence of lust over 2(M). Our Wlnter Lecture Ses[lo1011l1, run Jolntly wlth the London Gardens Trust, was also run online this year and also reached 0rd audiences, averaglng over 3¢yJ. Frorn September we were able to bulld a sirong team of abo¢Jt a dozen volunteers to asslst in the admlnlstratlon, comm1$5ionin8 and technical aspects of our onllne prograrnme. We have also been able to offer use of the Garden's Trust Zoom Ilcence for udiente5 of up to 5QK) to CGTS. and to offer thern training in managing Zoorn rneetings. Twelve County Gardens Tw51S have taken advantage of thTS. During Z021 we are intendlng to develop partnership arrangements with other orRani5ation5. Page 6
THE GARDENS TRUST REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 EDUCATIOII AND EVENTS COhiMIThEE Icontlnued} By keeping prlces low, and offedng further discounts on booking whole 5erie5 or courses we have galned a name for belng good value for money. Tlcket 5ale5 were rarely been below 150 and more usually well over 2QKI. All told In 2020 we sold c7,800 tickets. The artnual garden history Conference held In assoclatlon wlth Oxford Universlty's Department for Continulng Education wa5 another vlctim of the pandemic. However the Maws Batey Essay Prize was unaffected and was won by Nuard Tadevosyan, an fv14 IArt Historyl student at Queen's Univer51ty, Kingston, Ontario anada, for her work on the use of the colour Ien In Della Robbla cerarnlcs. Thls ha5 been published In Garden History. Garden Hlstory, under the edltor5hlp of Barbara Slmms and GT News under the edltor5hlp of Charle5 Boot appeared as usual desplte lockdown, whi15t our e-Bulletin has gone from strength to stren8th under Char(otte Ca5ella's edltorshlp and has become a key mode of communlcatlon wlth both members and non-members. Vlrilnla Hlnze and Dr Davld M4r5h. Co-chalrs HISTORIC LINDSCAPE PROJECT The Hlstorlc Land5cope Project IHLPJ Is the Garden5 Trust's copoclty bulldlny proyramrne, worklny to support Its volunteer5 ond those of the County Gardens Trusts ICGfs) In taklns a proactlve role In rhe ¢on5ervatlon of hlstorlc deslgned land5cope5. It rKelves partlol fundiny frorn Hlstorlc Enslond. It goes wlthout San6 that 2020 was a year of unprecedented upheaval and uncertainty. Llke rnany other capacity-bullding bodies, the HLP wa5 forced to qulckly rethlnk the ways In whlch It could dellver tralnlns and support to volunteer5 In the County Gardens Trusts ICGT51. Althou8h It was, Inevltably, a dlfflcult, stressful and sometlmes sad year, many positlve ways of worklng arose out of the cOd shake.up. whlch we wlll carry lotvlard, even as the restrlctlons of the pandemlc ease. In May. the u[t$ of our cod-19 questlonna1 ftsr CGT5 Showed that rnalorlty had been forced by the pandemlc to suspend most of thelr actlvlties, whlch many aniiclpated would lead to an Inevltable105s of Income and members. Th15 was a great concern to Us and we took care to ensure that we made regular contact wlth the CGTS to offer 5UPPOrt and learnlng opportunitles to help keep thelr volunteers Interested and engaged and able to contlnue thelr actlvltles at home andlor on dl8ltal platform5. There was excellent tearnwork by all GT staff, not lust HLP, worklng together to prepare remote leamlng packages and a publlc awareness campalgn (funded by the NLHFI on the threats, Includlng Covld-19, facln8 vartous aspects of the hlstorfc larnd5cape sector, and the role of volunteers. Over the separate threads, flrst weeks. 25,305 people vlewed the posts and Important Ilnks were forged between the HLP, CGTS and the groups and propertles whlch took part. We were dellghted that the campal8n was later credlted by Jenlfer Whlte, Hlstorlc EnBland'5 Natlonal Lanéscape Adser, as havlnq 'played an lrnportant part In helplng to ralse the alert, e5peclally early on In soclal rnedla, whlch led to the creatlon of rhe Government'5 11.57bn emerqency support for the Arts, announced on 5th July To help keep the CGTS engaged durfn8 the flrst lockdown. we prepared 11 remote learnln8 package5, coverlng so¢lal medla and other onllne communlcatlons., research and recordlng. conservatlon and plannlrng., and audlence development. We were pleased that Some of these package5 were also plcked up by external landscape hedtage or8an15atlons for use In thelr staff and volunteer tralnln8. We oulckly adapted to U51n4 onllne events platforms and undertook tralnlnB to run onllne meetlnR5 and weblnars, $0 that w• could lead by É¥xarnple, orqanlslng.. elshl tralnln8 weblnars, coverlni a5pect5 of conservatlon and plannlng, whlch saw a total of 660 attendees, from at least 34137 CGTS. our annual Hlstorlc Landscapes Assembly dlscusslon and netwtsrkln8 event onllne, over three 'A55embly Afternoons,, reachin8 an audlence of 249 and helpin8 to boost the GTICGTS. proflle across the sector. A Meel Up for CGT Chalrs, wlth 30136 CGTS attendlng. We contlnued io develop our own dlgltal skllls over the year, Includlng vfa a mentorlng scheme wlth the NLHF-funded Dlgltal Heritage Lab, and found Increaslng opportunities to share these wlth CGT5. Other HLPO skllls traSnin8 included sesslons on OASIS. In preparation for training the CGTS to use and contribute research to this online database. Page 7
THE GARDENS TRu¥r REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 HISTORIC LANDSCAPE PROJECT IHLP) Icontinuedl As online resource5 grew in popularity, our resotsrce htjb of learning materiaL5 htt s.. l/t ardern5tru5t.or lconservationlhl hubl became more Important than ever. Vth usage rrMJre than four tir that of the previous year. Additional HLPO time was dedicated to Its ongoing improvement and growth. important part of our role is to pronK)te conversation, and develop LatiOnShIpS, between the CGTS, the Garden5 Trust and relevant external organlsations. This year, we helwd the Con5eryation Committee and %wider GT to respond to consultation from the Woodland Trust and thcient Tree Forum., the Englond Tree Strotesy,. and the National Trust. We also identified and promoted kty rnessage5 likely to affect the GT and CGTS, including conservation issues emerging from the Plonnins for the Future White Paper - partlculariy Local Plans, and Local Listing. and how CGT5 can raise awarene55 of historic parks and garden5. especially those unproterted by Registration, by contributlng to these. Thls year saw the conclusion of the hugely successful Land f the F nn5 project, in vthlch our consultant supported volunteers to research and 0rd 50 historic landscape features. The project has helpw to wtsli5e Essex Gardens Trust. whlch re¢eived fund5 for two legacy research projects. as well as other local volunteefs. The Historlc Landxape Project 15 having a grovAng Input into deciding a strategic directlon for the Gardens Tru5t,' finding ways to unify our Social media and communicatlons messages and reach new audiences Iwa a new Communications Team and an Audience Development, Marketing and Communication5 Groupl- and developing the Un[orsettoble Gardens theme for 2020-23. Looking to the futu, we were delighted at the recent SLKcess of the GT's 'Engaging with our Future, NLHF grani applicalion, which wll help the Gardens Trust to expand its offer to a allence and enable the HLP to pass what we learn onto the CGfs, encouraging them to both widen their supp)rter base and Share their knowledge and love of hlstorlc designed landscape5 with many mre individuab and communities. Tarrysin Mcmillan. Historic Landscape Project Officer rRATEGIC DEVELOPMENT The Gardens Trust's fifth year is best described as a striking one of both Intended and unima¥rined change. Intended was the shift of (haimanship fmm jan Bartos to Peter Hyghe5. Working with Jim in the first forrnative years of the Gardens Trust was a great priTrAlege. and It 1$ a te5taffent to his 5tea¢ty hand that were in a strong positlon to face the sec(>nd major change that the year prented. Unimagined wa5 Covid and its associated challenges. These cast a long shadow over 2020, and presented challenges finding ways to adapt and remain operatlonal. I could not t prouder tIK)U4h of the way that the Gardens Trust has met this challenge head )st Significantly, despite some initial tpIdatIon. we managed to take our work online. This ranged from meetings with colleague5 and other organisations, to the extraordinary and Èrf)Id shift of the Events team away from in-person event5 to a full onllne programme. to the tralning and other support offered by our capacity building team'5 webinars and remote training packages In a year where we have nor been able to face-to-face. communication has becon wtal. Thi5 ha5 been reflerted in the pulling together of the 'Gardens Trust Communications Team. wth Staff running Twitter and our Facebwk page, and alongside magnificent voluntary work from Chartotte Casella le-Bulleiinl, Daniel Bowles (who is èmployed thin our £on5eryaiion team but runs our Instagram as a volunteerl, and Charles Ilong-serwng GT News ediiorl. This Spring we decided to go our separate way from the Facebook groLP run so ably and generously by Letit'"a Yetman. This 11 allow us to concentrate on building the Gardens Trust Facebook page. through which it should be easier to focus on sharing core GT messages th a de audience, whi15t giving Letitia's group the freedom to share a brilliantly eclectic range of material. I would like to sincerely 9ffer Letitla OUT thanks and congratulations for bulldlng the gro[ for so many year5, and wish it all the best under its new name of 'Gardens for All,. Our Lottery-funded 'Sharlng Repton.. Flistorfc Landscapes for All. Project was due to end in March 2020. but when Covfd hlt we were able at the 11th hour to extend ihe project's time period and use the untouched contingency. This went to a related project to use Social rnedia durin8 the first 'Covid summer, io highlight the value of historic park5 and gariJen5 and the threats posed to them. l am particularly proud that thi5 was credited with being Or of the factors influencing the Govemment's announcing Cl.57bn emergew support for the Arts in July 2020. Inspired by this experience. we cesSfullY applied for a c¢)veted place on the National Lottery Heritage Funded Schen 'Digital Heritage Lab., through which we have accessed training and a mentor to us better understand hcw we can Lfje digital technology to deliver our wot. Page 8
THE GARDENS TRUST REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020 STRATEGIC DEVELOPMENT Our theme for the next few years Is Unforsettable Gardens. Thls Is Intended to highllght the value of histodc parks and gardens, includlng those of local significance as well as the 'national star5. the threats they face and the ways In which we can all help to look after them. It's an opportunity to showcase the work of the Gardens Trust and County Gardens Trusts ICGTsl and to glve mornentum to our efforts to recruit new supporter5 and volunteers. Because of the pandemic we had to change some of our plans to collaborate wlth other organlsatlon5 Struggling themselves wlth the effect5 of Covid. Instead we concentrated on sharing our Unforgettoble Gardens rnessages soclal media, 5UPPOrtlng CGTS with remote iralning materia15, and developing projects such as the extenslve and popular series ol Unforsettoble Gardens lectures and highll8hting an Unforgettable Garden of the Ikjnth on soclal medla. We are delighted that thls flexible approach ha5 paid diwdends. Now. in early summer 2021, we are dazzled by the progre55 CGT5 have made on developlng research and recording projects and even15. We are a150 delighted that we have been able io flnd way5 to collaborate with or8anisatlon$ Such a5 En8llsh Heritage, Hlstorlc Houses Jnd Herttage Open Days, and exclted by our plan5 whlch Include eXplong ways to dlgSt15e our slide collectlon. The pasi year also Involved a lot of grant appllcatlon wrftlngl The flr5¢ was to the Hlstorfc England Covld Emersency Response Fund for a project to extend our support to non-county Gardens Trust volunteer5 to help them 'get thrDugh' Covld. Unfortunately thls was noi su¢ce55ful, due to sheer volume of appllcatlons, but It ha5 nevertheles5 glven us a useful framework for thlnkln8 about future development. We also applled for an exten51on to the Hi5tortc England fundlng for our capaclty buildin8 work, and are dell8hted to now be one of lew organl$atlons to have been given a full year's extenslon rather than a more usual slx rnonths. 2020 ended wlth the Natlonal Lottery Herllage Fund openlng a new grant programme focussln8 on resllience at thls difflcult tlme, partlcularly through Improvln8 dlver51ty. We pulled out the stops - and shamefully ne8lected Covld horneschoollns requlrement5 to successfully apply for cC75,7C#J towards a £95,7CQ project. Thls VAII Include market research so we better understand our place In the sector, the development of audlence development and fundraislns 5trategles so that we can grow our work In SU5talnable way, expanslon of our dlqltal resource to reach new people, and a revlew of our Iniernal orqani5atlonal structure5. We wlll also be pllotlng three actlvltles around growlng membershlp, dlgltal en8a8ernent such as Improvln8 our webslte or gettlng belter on soclal medla, and communlty outreach such as ev*nts for people who haven't prevlously been Interested In garden hlstory or conservatlon. Runnlns throu8h ihls all wlll be a concerted effort to feach more dlverse audlence5 50 that we can help ensure people from all backgrounds can come together to enjoy and care for hlsttsrtc parks and gardens. The grant VAII also enable the recwltment of a part-tlme Audience Development and En8a8ement Offlcer who wlll partlcularly focus on Incluslon, dlverslty and Improvlng our dlgltal actlvlty. Leamlng from the project wlll be shared th volunteers at the afflllated local County Gardens Twsts se that they too can become rnore sustalnably Impactful. The project VAII run untll wlnter 2022. 1 would Ilke to record thanks to our new Trustee Rachel Savage for her lrnmen$e work on thls appllcatlon. We stlll do not know when the pandemlc VAII end, but the Garden5 Trust Intends to hold on to what we have achieved In thls exceptlonal year and to bulld on It for the future. It has been a 6reat team effort and I feel that we can face the future vAth confldence. Llnd•n Groves. StrJte8lc Development Offlc•r FINANCIAL REVIEW FOR THE YEAR ENDED 31 DECEMBER 2020 In 2020. the Garden5 Trust achieved a surplus before Investment 8ainsllosse5. whlch amounted to C32,483. Th15 flgure Includes the most welcome legacy of £25,(M)O from ihe e5taie ol Herbert Roblnson. a loyal membÈr of the Garden5 Trust and of the Garden Hlsiory Socleiy before. The remainaer of the surplu5 15 a result ol the success of ttte prograrnrne of on-line lectures. talks and presentatlons, iogeiher wlth the gener051ty of our supporters to our fund-raising campaign In the summer. An addltlonal factor has been the economles enforced by travel restmctlons on our planned a¢tlwtles. A further day of Hlstorlc Landscape Project staff tlme In 2020 proved to be a worthwhile Investment. The Gardens Trust has c¢ntlnued to benefit from support from Hlstodc Ensland fundin8, not only In respect of our statutory casework and County Gardens Trusts support actlvltles, but a150 In other project work. An exten51on to the Sharlny Repton project was funded by the Heritage Lottery Fund. Whlle our inve5trnent5 benefltted from the legacy, the valuation of our vartous Investments at market rates at the end of the year showed Increases a5 well as decreases. These factors, together wlth the drawlng down of some fund5 to facilltate cash flow, have glven a figure for unrealised net galns of Investments 01 £5,381. Total funds have Increased to £535,570 at year.end 2020 from £497,706 at year-end 2019, refle¢tinq net income £37,864. Llsa Watson. Honorary Treasurer Page 9
THE GARDENS TRUST REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020
FINANCIAL REVIEW FOR THE YEAR ENDED 31 DECEMBER 2020 (continued)
Risk Management
Following Charity Commission guidance, the Board has adopted a Risk Management Statement and agreed a Risk Register. This is monitored and reviewed annually and actions agreed to manage significant risks. The Board confirms that it has agreed actions to address or mitigate the identified significant risks.
STATEMENT OF THE BOARD OF DIRECTORS RESPONSIBILITIES
The trustees (who are also the directors of The Gardens Trust for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing those financial statements, the trustees are required to
select suitable accounting policies and then apply them consistently; observe the methods and principles in the Charity SORP;
make judgements and estimates that are reasonable and prudent;
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Approved by order of the Board of Trustees on 22 June 2021 and signed on its behalf by:
Peter Hughes QC - Chairman
Page 10
INDEPENDENT EXAJAINER'S REPORT TO THE TRUSTEES OF THE GARDENS TRUST Independent examlner's report to the trustees of The Gardens Trust I'thè Company'l I report io the charity trustees on my examinaiion of the account5 of the Company for the year ended 31 December 2020. Re5ponslbllltles and basls of report As the charity'5 trustees of the Cornpany land a150 Its dlreciors for ihe purposes of company lawl you are responsible for the preparation of the accounts In accordance with the requirements of the Companies Act 2C4J61'the 2CK)6 Act'i. Havlng Sailsfled myself that the account5 of the Company are not required to be audlted under Part 16 of the 2CNJ6 Act and are eligible for Independent examination, I report In respect of my examlnation ol your charitys accounts as carried out under sectlon 145 of the Charltie5 Act 2011 I'the 2011 Aet'l. In carrying out my examlnatlon I have followed the Directions Eiven by the Charfty Comm1s5ion under Section 145151 Ibl of the 2011 Act. Ind?pend?nt •xamln•r's gtatement Since your charlty'5 gros5 income exceeded £250,CO) your examlner rnust be a member of a Ilsied body. I can conflrm that l am quallfied to undertake the examinatlon because l am a reg15tered rnember of Instltute of Chartered Accountants In England & Wales whlch Is orntr of the listed bodies. I have completed my examlnatlon. I conflmi that no matters have come to my attentlon In ¢onne¢tlon wAth the examlnatlon SIn9 me cause to belleve.. a¢courttln8 record5 were not kept In respeci of the Company as requlred by sectlon 386 of the 2&)6 Act,. or the accounts do not accord th those re¢ord5', or the accounts do not comply with the accounting reqU1MentS of sectlon 396 of the 2006 Act other than any requlremeni that the accounts glve a true and falr eW whlch Is not a matter consldered as part of an Independent exarnlnatlon,. or the account5 have not been prepared In accordance wth the Methods and prlnclples of the Statement of Recornmended Practlce for accountln8 and repor*.Ing by charftles lappllcable to charltles preparlng thelr account5 In accorclance wlth the Flnanclal Reportlng Standard appllcable In the UK and Rep&)Ilc of Ireland IFRS 10211. I have no concems and have come acr0$5 no other matters In connectlon wlth the exarnlnatlon to whlch attentlon should be drawn In thls report In order to enable a proper undersiandln8 of the accounts to be reached. Peter Neliemose In5tltute of Chartered Accountants In England & Wales Averlllo & Assoclates Charted Accountants 16 South End Croydon Surrey CRO 10N Date., 22 June 2021 Page 11
THE GARDENS TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020 2020 Toial funds 2019 Total funds Unrestrlcted funds Restricted funds Notes ItrICOME AND ENDOWMENT5 FROM Subscrlptlons and donatlons 93,731 93,731 65,306 Ch•rltsble actlvltie5 Grants recelvable Hlstortc England Hlstorl¢ England Prglect5 Herltage Lortery Fund . Repton Other Projects 102,881 19,198 8,250 16,886 102,881 19,198 8.250 16,886 94,639 6,680 47,866 Publlcatlons Other tradln8 actItIeS Advertlslng Events Investment Income 6,990 6,99) 4,670 2,070 36,011 31,771 2,070 36,011 11,771 1,724 53.493 13,656 Total 150,573 147,215 297,788 288,034 EXPENDITURE ON Ralslng funds Charltable actlvltles Events Wa8es and salarles Natlonal Insurance Prlntlng and dlstrfbutlon Mernbershlp Ollice management costs Orher support costs Hlstorf¢ En8land H15torlc EnBland Projects Herlta8e Lottery Fund - Repton Other Projects 3,785 3,785 3,810 12,244 42,856 3,1 22,902 7,729 18,523 7,LYJ8 12,244 139.861 9,693 22,901 7,729 18,523 7,050 7,301 12.356 8,309 32,835 97,¢JJ7 6.692 9,091 22,475 20,1C 10.444 7.955 4,261 47,203 42 7,301 12,356 8,309 Total 118,048 147,257 265,305 286,389 NET INCOME I IEXPENDITUREI BEFORE GAINS AND LOSSES 32,525 1421 32,483 1,645 Ne¢ 84ln3 on Investments 5,381 5,381 34,404 NET INCOMEIIEXPENDITUREI 37.906 1421 37,864 36,049 RECONCILIATION OF FUNDS Total funds brought forward 496,135 1.571 497.706 461,657 TOTAL FUNDS CARRIED FORWARD 535 570 497 706 CONTINUING OPEIiATIONS All incorne and expendlture has arlsen from ¢ontinulng actlvities. Page 12
THE GARDENS TRUST BALANCE SHE AT 31 DECEMBER 2020 2020 Total funds 2019 Total fund5 Unrestricted fund5 Restdcted funds Notes FIXED ASSETS Tangible assets Investment5 10 63,715 63.715 456 6J2 63,715 427 432 520,317 520.317 491,147 CURRENT ASSErs Debtors Cash at bank and In hand 12 3,169 3,169 28,137 50,843 1,529 52,372 85,184 CREDITORS Amounts falllng due thIn one year 137,1191 137,1191 178,3451 NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES 534,041 1,529 535,570 497,986 CREDITORS AnY)unts falllnl due aftef more than one year 14 12801 Assrrs 535 570 15 FUNDS Unre5trlcted fund5 Restrlcted funds 534,041 496,135 TOTAL FUNDS 535 570 Page 13
THE GARDENS TRUST BALANCE sHE- CONTINUED T 31 DECEIABER 2020 The charftable company Is entitled to exemptlon from audit under Sectlon 477 of the Companle5 Act 2(K)6 for the year ended 31 December 2D20. The members have not wulred the chatable cornpany to obtaln an audlt of Its flnanclal statements for the year ended 31 December 2020 In accordance with Sectlon 476 of the Ctsmpanie5 Act Z&J6. The director5 acknowkedse thelr responslbllltles for ensurln8 that the charltable company keeps aCcntIng records that comply vAth Sectlons 386 and 387 of the Companies Act 201X* and ppang flnanclal slatement5 which give a true and falr vlew of the state of affalr5 of the charitable company a5 at the end of each flrtancial year and of its surplus or deflcli for each flnanclal year in accordance wlth the requlrements ¢f Sectlon5 394 and 395 and which otherwise comply wlth the requlrement5 of the Companies Act 2006 relatln8 to flnan¢lJl 5tatementS, 50 far as applicable to the charltable company. Ibl These flnanclal staternents have been prepared In accordarKe vAth ihe provlslon5 appllcable to charltable companles svblect to the small cornpanies regirne. The flnanclal statements were approved by the Board of Trustees and author15ed for Issue on 22 June 2021 and were slgned on Its behalf by Peter HuRhes QC -Chalmian The notes forrn part of these financial statements Page 14
THE GARDENS TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 ACCOUNTING POLICIES Basls of pr•parln8 th• finantlal statements The financial Statements of the chadtable company, which Is a publlc beneflt entlty under FRS 102, have been prepared in accordance wlth the Charities SORP IFRS 1021 'Accounting and Reporting by Charitie5'. Statement of Recommended Practlce applicable to charitle5 preparing their accounts In accordance with the Financlal Reportlng Standard applicable in the UK and Republic of Ireland IFRS 1021 lelfective 1 January 20191,, Flnanclal Reporting Standard 102 The Financial Reporting Standard applicable in the UX and Republic of Ireland. and the Companle5 Act 26. The financlal statements have been prepared under the historical cost convention, wth the exception of investments whl¢h a included at rnaet value, as rnodified by the revaluatlon of certain assets. Incorne All income Is recognlsed In the Statement of Flnanclal ActItIeS once the charfty ha5 entltlement to the funds, 5t Is probable that the Incorne VAII be recelved and the amount can be rneasured rellably, Expendltur• Liabilities are c0sn1sed as expendltvre as soon as there Is a legal or constructlve obllgatlon commStllng the charlty to that expendlture, It Is probable that a transfer of econornlc beneflts wlll be requlred In settlement and the amount of the obligation can be measured reliably. Expendlture Is accounted for on an accruals basls and has been classlfled under headlnss that ag8regaie all c05t relaied io the category. Where costs cannoi be dlrectly attbuted to partlcuiar headln8S they have been allocated to actlvltles on a basls conslstent wfth the use of resources. T•nilble flxed assets Depreclatlon Is provlded at the followln8 annual rates In order to write off each a55et over It5 estlmated useful Furnltyre, flxtures & flttln15 25% on reduclnv balance No depreclatlon Is provided for on the Twst'5 Ilbrary as, In the Board's oplnlon, the Ilbrary vlll be malnialned In perpetulty. Taxatlon The charlty Is exempt from corp)ratlon lax on It5 chadtable actlvltles. Fund accountlna General funds are unwstrtcted fund5 whlch are ava11able for use at the dlscretlon of the Board In furtherance of the general oblectlve5 of the company and whlch have not been desl8nated for any other purpose. De51gnated funds comprl$e unrestrlcted funds that have been set a51de by the Board for a partlcuiar purpose. The alm and u% of each de518nated fund Is set ovt 7n the notes to the flnanclal statements. Restrtcied fund5 are funds whlch a tts be used In accordance wlth speclflc re5trfctloTrs Imposed by donor5 whlch have been ralsed by the company for partlcular purposes. The cost of ralslng and admlnlstertni such funds are char9gd agalnst the speclflc fund. The alm and use of each $tcted fundls Set out In the note5 to the flnanclal statements. Pa8e 15
THE GARDENS TRusr NOTES TO THE FINA14CIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 ACCOUNTING POLICIES- ¢ontlnued Forelgn curr•ncles Monetary assets and Ilablllties denomlna¢ed In foreign currencies are translated Into sterling at the rates of exchanse rulln8 at the balance sheet date. Transaction5 In forelgn currencles are translated into sterllng at the rate of exchange rulin8 at the date of transactlon, Exchange differences are taken Into account in the Statement of Flnanclal Actlwties. Company 5tJtU5 The cornpany Is a company Ilmlted by guarantee. TSie dlrectors of the company are the Board mernbers named In the reference and admlnlstratlve detalls. In the event of the company belng wound up, the Ilablllty In respect of the luarantee is Ilmlted to £1 per member of the company. Investment5 Investments are Stated at market value at the balance Sheet date. The statement of Flnanclal A¢tlvltles Includes the net 8alns and 105ses arlslng on revaluatlons and dlss>osals throughout the year. Investments are held for the long-term to generaie Income or capltal growth, SUBSCRIPTIONS 2020 2019 Donatlon5 Subscrtptlons CGT Insurance Surplus 29,579 61,540 2,120 61,433 Subscrlptlon Income Includes a 8lft ald tax reclalm of £4,17812019.' £4,048). INVESTMENT IMCOME 2020 2019 Dlvldends and Interest from Investments Interest recelvable on Ilquld Inve5trnents 11.676 13,475 IR1 Page 16
THE GARDENS TRUST NOTES TO THE FINANCIAL STATEMENTS- CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 RAISING FUNDS Investmènt manJ8ement C05tS 2020 2019 Investment management fee5 SUPPORT COSTS Totals 2020 Toials 2019 Manalement Other Con5ervatlon travel and subslsience Offlce and Tr¢tees. travel and subslstence Postage and statlonery Depre(latlon Insurance IT 8ank ¢har8es Offlce sundrles Rent Communleallon5 adSOr Independent Examlner 8ookkeepln8 629 289 2,136 629 289 2.136 2,830 1,7 2,585 650 2,996 650 2.9% 650 5,645 1,414 791 6,840 4,760 3.600 362 1,336 6,840 5,530 1,336 6,840 5,530 3,6CX) 396 3,600 396 NET INCOMEIIEXPENDITUREI Net Incomel lexpendlturel Is stated after charglngllcredltln81'. 2020 2019 Depreclatlon . owned assets TRUSTEES. R£MUNEPATION AND BENEFITS There were no twstees, remuneratlon or other beneflts for the year ende¢J 31 Decemt)er 2020 nor for tbe year ended 31 December 2019. Trustee5' expen5e5 2 rnernbers of the Board recelved relmbursement of expenses amountlng to C349 In the CUrrtf year 12019.. 2 members of the kjard recelved relmbursement ol expenses amountlng to £5491. Page 17
THE GARDENS TRUST NOTES TO THE FINANCIAL STATEMEMTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 STAFF COSTS 2020 2019 Wages and salartes Soclal securlty costs 139,863 149 556 The average nthlY nLtrmber of employees durlnq the year was as follows.. 2020 2019 Managen*rt¢ and adrnln15tration ConseNatlon No employees recelved emolument5 In excess of £60,LK#), 2019 COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unreslrlcted funds Restrfcted funds Total funds INCOME AND ENDOWMENTS FROM Donatlons and legacles Charltabl• actlvltlès Grants recelvable Publlcatlons 65,306 65,306 149, 185 149,185 4,670 4,670 Other trJdln8 actilIeS Investment Income 55,217 55,217 Total 138,849 149,185 288,034 Page 18
THE GARDENS TRu¥r NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 2019 COMPARATIVES FOR THE STATEMENT OF FINANCIAL A1VITIEs . contlnued Unrestricted Restrfcted funds funds Total funds EXPENDITURE ON Raising funds Charltable •rtlvltles Events Wages and 5alarie5 National Insurance Printing and distributlon Membership Oiher rnanaEement costs Other 5UPPOrt Costs Hlstoric England Herlta8e Lottery Fund - Repton 3,810 3,810 32,835 35,020 2.668 22,475 32,835 84,291 6,423 9,091 22,475 20.1CK) 7.881 20,1(K) 10,444 12,216 2,563 12,216 Total 133,693 152.696 286,389 N•t qalns on Investment5 Nrr INCOMEIIEXPENDITUREI 39,560 36,049 RECONCILIATION OF FUNDS Total funds brought forward 456.575 5,082 461,657 TOTAL FUNDS CARRIED FORWARD 496 135 497 706 Page 19
THE GARDENS TRUST NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 10. TANGIBLE FIXED ASSETS Fumlture, fixture5 & flttln8S Computer equlpment Llbrary Totals COST At 1 January 2020 krapped 63,715 34,778 10,327 108,820 At 31 December 2020 DEPRECIATION At 1 January 2020 Ellmlnated on gcrappln8 34,778 10,327 10 3271 45,105 30 3271 At 31 December 2020 800K VALUE At 31 December 2020 At 31 December 2019 The Ilbrary cornprlses books and loumals donated to the Trust from tlme to tlrne and Is valued at the e5tlmated cost when donated. The Ilbrary Is housed at the LlbrJry of the Unlverslly of Bath, BAZ 7AY and the Llbrary of the Unlverslly of York, Y010 5DD. FIXED ASSET INVESTMENTS Llsted Investments Unllsted Investments Totals MARKET VALUE At 1 January 2020 Aédltlons DIsp05als Revaluatlons 426,932 115.931 187.4111 650 4Z7,432 115,931 187,4111 650 At 31 December 2020 456 102 456 602 BOOK VALUE At 31 December 2020 456 102 SL)) 456 60Z At 31 December 2019 426 932 5(KJ 427 432 There were no lfivestment a55ets out51de the UK. Unlisted investments cornprfse5 a Pen and Wash palntln8 that was donated In earller years and Is In¢luded at Its eslirnated market value. Page ZO
THE GARDENS TRUST NOTES TO THE FINANCIAL STATEMENTS- CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 DEBTORS.. AMOUNTS FALLING DUE WITHIN ONE YEAR 2020 2019 Other debtors 3,169 28,137 13. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2020 2019 Soclal 5ecurlty and other taxes Accruals and deferred Income 4,393 3,758 Accruals and deferred Income for 2019 Includes grants recelved from Hlstortc England In respect of the ftslitswlnl year. 14. CREDITORS: AMOUNTS FALLING DUE AFfER MORE THAN ONE YEAR 2020 2019 Accruals and deferred Income MOVEMENT IN FUNDS Net movement In funds Al 1.1.20 At 31.12.20 Unr•stflrted funds General fund Llbrary Fund Flghtln8 Fund Fund for Conservatlon COlle Lecture5 285,939 63,715 30,758 112,341 38,448 324,387 63.715 30,758 112,341 496,135 37,9N) 534,041 R•strlct•d lunds Hlstodc En8land Frank Clark G Drummond Volunteer Award 571 421 529 1,571 1421 1,529 TOTAL FUNDS 497 706 535 570 Page 21
THE GARDENS TRUST NOTES TO THE FINANCIAL STATEMENTS- CONTINUED FOR THE YEAR ENDED 31 DECEfvIBER 2020 MOVEMENT IN FUNDS - contlnued Ner Ntyement in funds, included in the above a as follows: Incornlng resources Resources expended Galns and Moverrent in Losses funds UnrèstrirtÈd fund5 General fund College Lectures 150,573 1117,5061 5,381 38,448 150,573 1118,0481 5,381 37,9)6 Restricted funds Historic England G Drummond Volunteer Award 147,215 1147,2151 421 421 147.215 1147.2571 1421 TOTAL FUNDS 297 788 265,3051 Comparative5 for movement In funds Net movement In fuTrJs At1.1.19 At31.12.19 UnrÈ5tricted fund5 General fund Llbrary Fund Fighting Fund Fund for Conservation College Lectures 246,129 63,715 30,758 112,341 39,810 285,939 63,715 30,758 11Z,341 456,575 39.560 496,135 Restricted funds Historic England Frank Clark G Drummond Volunteer Award 3,511 571 571 5,082 1.571 TOTAL FUNDS 461,657 36,049 497.706 Page 22
THE GARDENS TRUST NOTE5 TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020 Comparative movement In fund5, included in the above a as follows: Incomin sources Resource5 expended Galns and Movement in 1055es funds Unrestricted fund5 General fund College Lectures 138,849 1133,4431 34,404 39,810 138,849 1133,6931 34.404 39,560 Restricted fund5 Historic England 149 185 152 6961 TOTAL FUNDS 288 034 286.3891 30,404 The purpose of each material fund may be 5ummari5ed as follows.. Designated funds.. The Library Fund comprtses books and journals donated to the Tntst from time to time. The Fighting Fund comprises funds deslgnated by the Board a5 such frorn time to time to help bulld a general reserve. The Fund for ConseNation comprises glfts to the Tr¢Jst deslgnated to be held to 5UPPOrt the Trust's objectives In conservatlon work. The College Lectu Fund is designated to be used for educatlonal Pufposes. The G Drummond Volunteer Award Fund wa5 contributed by CGTS. General fund5'. The General fund represent5 net asset5 of the chadty that are not Designated Funds or Restrfcted Funds. Restricted funds- The grant from Hi5torfc England has been applied to con5ervatlon and localism work in En8land. The Frank Clark Fund contain5 a Rrant to be tjsed towards on ¥ publication of the lif¢ and yr of the Trust's founding President, Frank Clark. RELATED PARTY DISCLOSURES There We no related party transactions for the year ended 31 December 2020 or 2019. Page 23
THE GARDENS TRUST DETAILED STATEMENT OF FINANCIAL AcTIVlEs FOR THE YEAR ENDED 31 DECEMBER 2020 2020 2019 INCOME AND ENDOWMENTS Subxriptlons and donatlons Donations Subscriptions CGT Insurance surplu5 29,579 61,540 2,120 61,433 93,731 65.306 Oth•r tradlng actiyitles Advert15ing Contributions from member'5 events etc. 2,070 1.724 38,081 55.217 Investment Incom• Diwdends from Investments Interest receivable on liquld Investments 11,676 95 13,475 11,771 13,656 Charitable artlvltie5 Publications Grants receivable 6,9 147,215 4,670 149 185 154205 153 855 Total Incomini re50urce5 297,788 288,034 EXPENDITURE Investment management costs Investment management fees 3,810 3,810 Charftable actlvltles Wages and salarfes 14ational Insurance Events Printing and distributlon Membership Historic England Projects H1510rlC Lotiery Fund Repton 139,863 9,693 12,244 22,2 7,729 35,207 119,311 9,091 32,835 22,475 12,216 235,947 252,035 Support costs Managernent 18,523 20.ICK) 18,523 20,1(KJ Page 24
THE GARDENS TRUST DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020 2020 2019 Other Conservation, travel and subslstence Offlce and Trustees'5 travel and subsistence Posta8e and stationery Bookkeeplng Independent Examlner Depreciatlon of tanglble flxed assets 629 289 2,136 396 3,6C 2,830 1,CK17 2,585 362 Total resourc•s •xp•nd•d 265,305 286,389 Nèt In¢om• before 8Jln$ and 10s5•5 32,483 1,645 R•alls•d and unr•allsèd ialns •nd 10s5e5 Net reallsed salnsl Ilossesl On flxed asset Investments Unreallsed galn5111055esl on revaluatlons of flxed assets Investments 4,731 650 34,715 Net Incom• Thls page does not form part of the Statutory flnanclal statements Page 25