THE ANTONY DALE TRUST Restered ¢harlty number: 1124822 TRUSTEES, REPORT AND ACCOUNTS FOR THEYEAR ENDED 310ECEMBER2023
THE ANTONY DALETRUST CHARITY INFORMATION TrUeeS Professor Gavin Henderson CBE Vaughan Rees Anne Boddington Talia Rodgers jackie FitZEerald Stephen ENeiman Caroline M C Cowley Charlty Registratlon Number 1124822 PrlnclpalAddres5 129 Clive Road London SE218DF Webslte
THE ANTONY DALE TRUST TRUSTEES REPORT FOR THEYEAR ENDED 31 DECEMBER 2023 The Trustees presenttheir report and accounts for the year ended 31 December 2022. The financial statements have been prepared in accordance with the accounting policies set out on page 7 and comply with the governing document, statutory requirements and the Statement of Recommended Practice: Accounting and Reporting by Charities 2011 ISORPI. Structure. Governance and Management The charity is organised so that the Trustees meetto manage its affairs. There are currently slx trustees who manage the charlty. The trust is also assisted byvolunteers who olferthelr setvlces from time to time. In seleciing Individuals for appointment as Trustees regard is given to the skllts, knowledge and experlence needed forthe effective administration of the charity. New trustees are provided with the tryst deed and latest Kepon and accounts. and appraised of the application of the charitable objectives set, and of the essential duties of a Trustee. This includes an annual evaluation of rlsks facingthe Trust in pursult of Its charitable objectives. Rlskmanagement The Trustees have informally assessed the major risks to whlch the charity is exposed. and are satlsfled that systems are in place to mitigate the exposure to major risks. Objectlves and Actlvltles The object of the charity Is to piomote lorthe benellt of the public the conservation, protection and improvement of English Gardens. to advance the education of the public in particular but not exclusively by promoting research into and rhe study and understanding ot the English Garden. to promote for the benefit ol Ihe public by associatingtogether the said public, the local authorities, voluntary and other organisations in a common effortto advance education and to provi(Je facilities in the interests of social welfare for recreation and other leisure-time occupatlon with the object ot Improving the conditions of life of the public. to or for such other charitable purposes as the trustees mayfrom titne to time determine. ststement of Public Beneflt The Trustees regularly review the Trust's objectives in accordance with Charity Commlsslon guidance. Flnan¢lal Revlew The Statement of FinancialActivities are shown on page 5. The Trustees conlirm thatthe charity's assets are available ano adequate to fulfil its financial obligations. Achievements and pertormance The Antony Dale Trust was estsblished to secure the wish ot Antony and Yvonne Dale that their 'Secret Garden, could be secured in perpetuityfor general public benefit. Theii wills determiningthatthis be undertaken through bequestto the then Brighton Councilwas thwarted. as the Council made clear that they could nottake on such re5ponsibilitywithin its overall remit of Parks and Gafdens. After much negotiation, which included possible transfer to the Regency Society, of which Antony Dale had been a prime mover, it became clear that the best option was to form an independent charitable trust dedicated to their wish. At the outsetthe aims set oul stated 'the object ol the charity is to promote for the benefit of the publlc the conservation of English Gardens ', to
advance the educatlon of the public in particular but not exclusively by promoting research into and Study ofth8 English Garden . - to and for such other charitable purposes as the Trustees mayfrom tlme to time determine,. The founding group oftrustees was chaired by PTofessor Gavin Henderson, a former Director of Brighton Festival, with Stephen Neiman, founding Director of the Old Market. They remain as Trustees togetherwith Jackie Fltzgerald. Caroline Cowley and Talia RodEers. Dorothea, Lady Campbell la very old fiiend of the Dales) had seNed from the outset but stood down in the course ol the year after considerable input in establishingthe TrusL Christopher Baron joined as Trustee duringthe year. Volunteer Clair Maytook on the role of minute secretary in 2019, we are truly indebted to her for her dedicated service. Early on, itwas deemed th* the Gar(ien woul¢ make a fine base for the exhibition of sculpture. and thatthis should underscore the public benefit delivered bythe Trust. After a period of closure and restricted access because of Covid and Lockijown. the Gar(len was fully open again for the year undef review. including a major group exhibition of sculpture to coincide with the Brighton Festival and as part of the Open Houses programme of visual arts. This was curated by Lianne Jarrett and Rachel Cunningham with the support of Anne Elliot. This was to be the last timethat Lianne and Rachel worked forthe Trust. Once again, the Behrens Foundation contribute significanl fundingtowards this exhibition and so too Ihere was grant aid from the Chalk Cliff Trust. The artists featured were Kenneth Armitage, WendyTaylor, Julian Wilds and Will Nash. In the previous year, and Into this year, the Garden gave room forthe, Great Elm, to be relocated from Preston Park, where it ha(J died from the virulent elm disease. Here it was possible for the artist Elpida Hadzi-vassileevto work on the tree In creating a substantial artwork. In due course it was rèlocated to Preston Pa¥k, where it can now be viewed. completeii, bythe public. This year sawthe full introduction of weodlngs as a crucial income generatortorthe Trust, instigated and managed by Stephen Neiman. The garden is now registered with Biighton and Hove Council as an official wedding facility and much appreciated bythe reglstrars. The weddlngs commence after the Brighlon Festival period, and the fullweekend period of the Exhibition runningthrough to the end of September, when the Garden closes for the season. During this period the Garden is open to the public on Sundays and bank holidays, with refreshments land Indeed, the legendary cakesll set up and provided by Siobhan Fitzgerald's Table. She also provides cateringforthe weddings. The public opening is stewarded by a team ofvolunteers, coordinated and managed byjackie Fitzgerald. Their dedication and commitment is much appreciated. The Garden Itself is cared for by Nick Wer, the only paid member of staff . He ha5 overseen the total replanting of the Garden, bringing it back to somethlng like its Regency provenance. It is gradually maturing with some newly planted trees, i.e. mulberry, thatwilltske manyyears to reach full growth. In due course, It would be advantaEeous to open the Garden at other tlmes in the year We remain indebted to the Behrens Fundation who have made a 5ubstansial donation £50.000 to enable The Trust to disharge the Bounce Back Loan and to underwite an exhblbltlon in 2024 and 2025.
THE ANTONY DALE TRUST ACCOUNTS FOR THEYEARS ENDED 31 DECEMBER2023 EXPENDITURE Gardner at£200 pei week Trees, Plantlrbgand LawnTreatrnent Bulldlng Repalrsand Matewials Weddingstaffing and Sundry Costs Aecoiintlngsotmare Examlnatlon F¢e 31-Dec-22 31-Dec-23 £ 10.415.00 300.00 £ 10,457.00 680.00 588.39 114.00 8.929.05 £ 12,476.69 16.80 182.40 360.00 Insuran¢e 693.57 Bank 102.00 103.29 Bounce BackLoan Repaymem Elecirfclty BT Intewnet 9,909.24 1,570.00 425.38 £ 32,177.11 861.00 548.08 Garden Furnrture 2.833.63 450.00 220.00 Archile, Plannlng. and QS Fees Membershlp of BHArt$ CouD¢ll Exhibilion Pald £ 3,840.00 60.00 78.50 £ 11,888.97 212.40 E 8,906.18 Prlntlng Events 300.00 UA ProjectSp¢)tterFee UA Prolett SpotlerExp8ns89 VolunteeFPa 2.500.00 936.95 145.30 60.17 52,942.78 £ 70.398.32 INCOME Donations £ 15.664.51 £ 72.896.78 Calé Income 900.00 £ 1,217.00 £ 15,057.82 £ 2,100.00 350.00 800.11 Weddlngs £ 17,024.76 Wedding Deposits Hlr85 325.00 AdurBand £ 33,914.27 £ 92.421.71
THE ANTONY DALE TRUST BALANCE SHEEr ASAT31 DECEMBER2023 2023 125,000 2022 125.000 Flxed Assets Current assets 8ank Creditors: amounts falllng duewlthln oneyear Net ¢urrentAssets Total assets less current Uabllltles 12,712 22,248 12 137,n2 137,888 Credltors: amounts falling duewlthln oneyear -22.500 137,712 115,388 Represented by: Unrestrlcted funds: General reserve Designated reserve Totalfunds 12,712 125,000 137.712 -9,612 125,000 115.388 The financlal statements were approved bythe Trustees and authoprised for issue on 10th September 2024 and signed on behalf of the Trustees by Professor Gavin Henderson CBE Stephen Neima
I Prlnclpal accounttng pollcles Basis of Accounting The flnancial statements have been prepared under the historical cost convention, as modified by the revaluation of investments. The flnancial statements have been prepared in in accordance with the Charities Act 2011,ststemènt ol Recommended Practice ISORPI 'AccountinE and Reporting by Charities.. Incomlng Resources Donations are accounted for on recelpt, at the estimated value ot propety donated. orthe actualvalue of cash donate(J. Voluntsry income and donations, and anygift aid ree1, and recognised in ihe Statement ol FinancialActivities Resources Expended Expenses and grants payable are recognlse(J In the accounts when they are incurred by by the Charity Property Propety is stated atthe value when donated to the charity, and represents freehold property donated bythe Estate of Ms Yvonne Dale. Reserves The charity holds reseFves in or(ierto fund future charitable activities and grants in fLtrtheTarbce ol the charitable objectlves. 2 Anclilarytradlng Income Unrestrlcted nds Total 2023 Toial 2022 Weddlng hlre Hire of gardens Sundaycafé income 17.157 350 1,217 18.724 17,157 350 17,025 325 900 18,250 1217 18.724 3 Charltsbie Costs Unrestrlcted funds Total 2023 Total 2022 Granls Gardening Garden items Exhibition costs Repairs and maintenance Trading Costs Charitable costs 1,500 10,457 3,514 11,889 588 8,929 36,877 10,415 634 10,415 634 12,477 46,572 70,098 12,477 46,572 70,098
4 Other Expendlture Unrestrlcted funds Total 2023 Totsl 2022 Bank Charges Electricity Fundraising Insurance Interest Internet Planning and Architect Curation of Exhiblts Independent Examinbation Software Repayment of Bank Loan SundryExpenses 103 103 861 102 861 60 1,570 79 694 909 426 450 3,436 360 3.840 8.906 3.840 8,906 17 17 32.177 60 46.572 182 32,177 60 46,572 784 8,992 5 Analysls of fund balances: movement In resources Atbe¢innl#g Incoming ofyear resources OutgoiTrg Atend resources of year Unrestricted funds General reserve Designated reseNe 9,612 125,000 115.388 92.422 70,098 12.712 125,000 70,098 137.712 92,422 6 Registered charlty The chaiity is registered in Engtsnd INO. 11248221 and as such Is not Ilable lo tsx