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2021-04-30-accounts

HORATIO’S GARDEN TRUSTEES REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2021

HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR VISION, MISSION & VALUES

Horatio’s Garden South West

Horatio’s Garden is a national charity creating and nurturing beautiful gardens in NHS spinal injury centres to support patients, their loved ones and NHS staff.

The charity is named after Horatio Chapple, a schoolboy who planned to become a doctor and volunteered at the Duke of Cornwall Spinal Treatment Centre in Salisbury. It was Horatio’s idea to create a garden and his original research has shaped the garden designs and the charity’s aims from the very beginning.

Horatio lost his life in 2011 when he was attacked by a polar bear in Svalbard. However, his thriving legacy continues to help many thousands of people affected by spinal injury across the UK.

Since 2012, the charity has been offering kindness and comfort to people spending many months in hospital far from home. To date, there is a Horatio’s Garden in Salisbury, Glasgow, Stoke Mandeville, Oswestry and London. The charity has continued work on a new project in Cardiff, has made plans for a brand new project in Belfast and aims to bring Horatio’s Garden to all the 11 NHS regional spinal injury centres in the country.

contents

OUR VISION, MISSION & VALUES 2 CHAIR’S REPORT 5 THE IMPACT OF COVID-19 7 OUR YEAR IN NUMBERS 9 WHERE WE WORK 11 OUR SUPPORT SERVICES 15 OUR NEW PROJECTS 23 OUR VOLUNTEERS 27 REFERENCE & ADMINISTRATION 30 TRUSTEES’ REPORT 31 STRUCTURE, GOVERNANCE 37 & MANAGEMENT INDEPENDENT AUDITOR’S REPORT 42 CONSOLIDATED STATEMENT OF 45 FINANCIAL ACTIVITIES BALANCE SHEET 46 CONSOLIDATED CASH FLOW 47 STATEMENT NOTES TO THE FINANCIAL 48 STATEMENTS

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Horatio’s Garden Stoke Mandeville
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OUR VISION IS

A thriving Horatio’s Garden in every NHS spinal injury centre in the UK.

OUR MISSION IS

To improve the lives of everyone affected by spinal injury through creating and nurturing beautiful gardens in NHS spinal injury centres. We grow thriving communities to support the physical and psychological wellbeing of patients and their loved ones facing long stays in hospital, as well as NHS staff.

OUR VALUES ARE

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

SCARLETT’S STORY

During her sessions in the run up to the festive season she stripped willow for Christmas wreaths, handprinted Christmas cards and wrapping paper, learnt how to master a sewing machine, soon sewing her own patchwork cushion, made a soft toy (called Wonky) for her brother and another for her sister, whilst she also enjoyed some horticultural therapy thinning lettuces in the greenhouse!

Meet Scarlett.

Scarlett is an active 11-year-old sitting her SATs. She shares her south London home with her Mum and Dad, three sisters and one baby brother. Like many schoolgirls, she loves singing, dancing and drama, but loathes spiders and wasps! She has a pet tortoise called Harry. All sounds very normal and all was very normal, until one day at the end of September 2020...

Tracey McCarthy of Horatio’s Garden said, “Both Scarlett and her dad have shared how friendly it is in the garden. They have remarked on the calm atmosphere and how safe the environment is for them both. It clearly offers relief from the physiotherapy and the schoolwork, but most importantly it gives Scarlett time to be a child, be herself and have a little taste of fun.”

Scarlett complained of a pain, which her parents found difficult to ignore. By the end of the evening, she could not feel her legs. She was quickly taken to St George’s Hospital in Tooting, London. A swift MRI scan revealed a cavernoma on her spine which had burst. A cavernoma is often described as a raspberry-like cluster of abnormal blood vessels, usually found in the brain but sometimes attached to the spinal cord. It can cause seizures and stroke-like symptoms. Scarlett was operated on immediately and spent two days in intensive care. After two weeks at St George’s, she was transferred to the paediatric ward at the Royal National Orthopaedic Hospital in Stanmore.

“Her first visit to the garden was magical. She found it so peaceful and particularly liked the bright furniture and the way the garden was laid out.” Michael, Scarlett’s father

Although Scarlett is on the Children’s Ward rather than spending time in the spinal centre, she has been able to have her rehabilitation sessions in Horatio’s Garden at the hospital, working with Head Gardener, Ashley Edwards, and Garden Administrator, Tracey McCarthy.

Scarlett’s father, Michael, said “Her first visit to the garden was magical. She found it so peaceful and particularly liked the bright furniture and the way the garden was laid out.”

Whilst Scarlett isn’t yet quite sure of what she wants to be when she grows up, she’s evidently ready to make the most of whatever her future holds.

Horatio’s Garden is well-known for providing valuable respite from the pressures of life on the ward, but for children who have no experience of being in hospital it is especially valuable. In the weeks Scarlett has spent there, as well as keeping all her schoolwork up to date, she has taken an active part in ‘garden life’.

And one thing is for certain; regardless of whether she decides to become a master craftswoman, or the next Rachel de Thame, there will always be a very warm welcome awaiting Scarlett and her family in Horatio’s Garden.

Horatio’s Garden London & South East

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

CHAIR’S REPORT

I am incredibly proud of our staff, volunteers and trustees, who have worked with selfless commitment to ensure that Horatio's Gardens have flourished in the most difficult of times by giving outstanding support to those who are facing lifechanging injuries.

This financial year has been dominated by the impact of Coronavirus. The charity has been thrown immense challenges, yet we emerge stronger and more resolute than ever; no patient should experience rehabilitation from a spinal injury in a hospital without access to a Horatio's Garden.

None of this would have been possible without the unbelievable generosity of our donors, who have enabled us to weather the catastrophe of face-to-face fundraising events being cancelled.

So many of us found solace in nature during the restrictions that perhaps we now have a deeper understanding of the importance of gardens to our health. We can all now relate a little more to the needs of people who are suddenly paralysed and isolated in hospital.

The response to our Coronavirus appeal was overwhelming and very humbling.

We are so grateful to everyone who donated and found innovative, safe ways to fundraise.

“Together we have thrived and together we will continue planting hope for everyone affected by spinal cord injury.”

Every day, I am touched by the messages of gratitude we receive from patients, their families and hospital staff. I hope you enjoy reading this report, which chronicles the momentous events of the year.

Dr Olivia Chapple Founder & Chair of Trustees

Together we have thrived and together we will continue planting hope for everyone affected by spinal cord injury.

Beautifully designed and cared for gardens make an overwhelming difference, as the testimonials in this report demonstrate. By collaborating with the teams in the spinal injury centres, Horatio's Garden is playing a vital role in enhancing psychological health and physical wellbeing.

Thank you,

Dr Olivia Chapple Founder & Chair of Trustees

Horatio’s Garden London & South East

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

THE IMPACT OF COVID-19

Patients with spinal cord injuries spending time in hospital had no choice but to face this extraordinarily difficult period without their loved ones.

NHS staff working in spinal centres across the UK were put under even greater pressure, carrying the enormous weight of protecting themselves, their colleagues and their already vulnerable patients from the effects of Coronavirus. Charities were confronted with cancelling countless fundraising 86% events and rapidly had to consider how they were ever going to

Charities were confronted with cancelling countless fundraising events and rapidly had to consider how they were ever going to raise the money required to continue supporting the people who needed their help now more than ever.

of patients believe that Horatio’s Garden

In a time of uncertainty and considerable adversity, Horatio’s Garden stood as a testament to everyone’s indominatable spirit and our shared sense of community, kindness and generosity.

Each of our gardens became a vibrant hub of hope and help throughout the pandemic. Outside amongst the seasonal planting, people could privately take the time they needed to process their newfound situation.

When in need of a friend, people ventured into the sanctuaries, knowing they'd find a fellow patient who would be able to offer empathy, advice and life-affirming humour.

Whilst for much of the pandemic patients' families and friends were unable to visit them in hospital, Horatio's Garden provided people with a place where they could safely come together once again. Being a vast, outdoor space, the easing of restrictions periodically meant patients were able to see their loved ones at a social distance, something which would have been impossible inside on the wards.

improved their time in hospital during the pandemic

With hospital gyms closed and patients finding themselves in need of nature’s helping hand, our gardens and the therapeutic services the charity offers became an increasingly integral part of life at every spinal injury centre.

Horatio’s Garden became the venue for physiotherapy, with patients and staff sharing their preference for being able to conduct the sessions outside. Our Head Gardeners increased their one-to-one horticultural and creative therapy sessions, ensuring they were always there to listen and offer a friendly, familiar face to everyone. We collaborated with occupational therapists, nurses and doctors with renewed vigour, not only to aid patients’ mental and physical rehabilitation, but to offer NHS staff a respite from the demands of the ward.

Horatio’s Garden Midlands

“Horatio’s Garden is a place where you can forget about what’s going on around you. Forget Covid-19, forget not seeing my family, forget I have a spinal cord injury.”

Every single person went above and beyond in the gardens, defying a trying situation and surpassing all expectation, just as our volunteers, supporters and staff did too. It is thanks to all of these people that the charity’s work could continue, meaning no one was left to cope with their injuries, nor Coronavirus, alone.

Horatio’s Garden Scotland

Horatio’s Garden Stoke Mandeville

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR YEAR IN NUMBERS

HOW WE’VE HELPED

It is estimated that there are 50,000 people in the UK living with a spinal injury and each year approximately 2,500 people are newly injured.

Source: BackUp Trust

A spinal cord injury is a traumatic, life-changing event. On average, 75% of patients spend upwards of two months in hospital and during that time they have little to no access to the outside world.*

Horatio’s Garden is working to change that.

In a year when the physical and psychological health benefits of gardens and nature became a vital part of our collective consciousness, each of our stunning sanctuaries simultaneously became more of a lifeline than ever before to patients, their loved ones and NHS staff working on the frontline.

With an explosion in public interest and reliance on green spaces, so too was there growth in the ever-increasing body of research demonstrating the tangible, positive impact the great outdoors holds for everyone’s wellbeing. For patients adjusting to life with a spinal cord injury in particular, access to nature and the sense of community at the heart of every Horatio’s Garden was a crucial source of solace, encouragement and support. All this helped people’s mental health, made a positive impact on people’s quality of sleep and in turn enhanced people’s physical rehabilitation.

Despite the ever-changing nature of the pandemic putting a sporadic stop to certain group activities and workshops, particularly those run by volunteers and external supporters to ensure patients’ safety, every garden swiftly adapted to ensure patients could still enjoy regular one-to-one horticultural therapy sessions. Meanwhile, creativity was inspired online by a whole host of artists contributing to the charity’s Arty Afternoon series on YouTube.

Our relationship with the NHS staff in each spinal injury centre blossomed too, resulting in a combined effort to continue to host events for people in the gardens throughout lockdown. From Midsummer parties to Christmas fairs, patients celebrated the changing seasons and spirits remained high in the face of exceptional adversity.

Whilst many of the charity’s volunteers were no longer able to visit the gardens, those that could did so whenever restrictions allowed, offering warmth and kindness to everyone. Meanwhile, those spending time at home did whatever they could to support the gardens, the charity and each other, with everyone baking, fundraising, Zooming, sharing craft tips and giving up their time to do much more besides.

Source: Horatio’s Garden Impact Report 2020

89%

of NHS staff believe they have personally benefitted from spending time in Horatio’s Garden

90%

of patients believe that Horatio's Garden improves their wellbeing

87%

of patients believe that Horatio's Garden improves their mental health

89%

of visitors believe they have benefitted from having access to Horatio's Garden

9 * Source: Horatio’s Garden Impact Report 2020

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

WHERE WE WORK

Horatio’s Garden South West

Horatio’s Garden Stoke Mandeville

Horatio’s Garden South West was designed by six-time RHS Chelsea Gold Medal winner Cleve West. It opened in September 2012. The garden is part of the Duke of Cornwall Spinal Treatment Centre at Salisbury District Hospital, which serves patients from the whole of the south of England. This includes everywhere from the Isles of Scilly to Hastings, as well as the areas surrounding the M4 corridor.

Horatio’s Garden Scotland

Horatio’s Garden Midlands

Horatio’s Garden Scotland was brought to life by celebrated garden designer and RHS Chair of Judges, James Alexander-Sinclair. It opened in September 2016. The garden is part of the Queen Elizabeth National Spinal Injuries Unit at Queen Elizabeth University Hospital, Glasgow. This is the spinal centre supporting patients throughout the entirety of Scotland, from the Scottish Highlands right down to the English border.

Horatio’s Garden Stoke Mandeville was created by RHS Gold Medal winner and presenter of BBC Gardeners’ World, Joe Swift. It opened in September 2018. The garden is part of the National Spinal Injuries Centre at Stoke Mandeville Hospital, which is one of the largest centres in the UK. It primarily serves patients in south-east England, but supports people from across the UK, including children and adolescents with spinal injuries.

Horatio’s Garden Midlands was designed by acclaimed journalist and six-time RHS Chelsea Gold Medal winner, Bunny Guinness. It opened in September 2019. The garden is part of the Midland Centre for Spinal Injuries at the Robert Jones and Agnes Hunt Orthopaedic Hospital. The MCSI offers a lifelong service to patients from north and mid-Wales, South Mersey, Cheshire and parts of the West Midlands.

Horatio’s Garden London & South East was created by eight-time RHS Chelsea Gold Medal winner and internationally renowned landscape architect, Tom Stuart-Smith. It opened in September 2020. The garden is part of the London Spinal Cord Injury Centre at the Royal National Orthopaedic Hospital, Stanmore. The centre offers a lifelong service for adults, children and young people, with patients predominantly admitted from London, Great London and South East England.

Horatio’s Garden London & South East

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN LONDON & SOUTH EAST

Against all odds, Horatio’s Garden London & South East opened as planned at the London Spinal Cord Injury Centre located at the Royal National Orthopaedic Hospital, Stanmore in September 2020.

“It’s very important to have that space outside of the ward. A moment in time for reflection. Nature always brings reflection. You can clear your mind and have a little healing moment. Outside is like a medicine, a healing power. The garden has its own healing power. It makes you feel better in yourself.”

The charity’s fifth project was over two years in the making. With the capital appeal target successfully met, we were delighted to begin building work on Tom Stuart-Smith’s thoughtful designs in January 2020.

Work progressed rapidly throughout the next two months, until the events of March 2020 threw the project into potential jeopardy. Thankfully, with an incredibly committed team determined to make the garden a beautiful reality, work continued and everyone pulled together to ensure our new horticultural haven would be there for patients, their loved ones and NHS staff as promised.

Seeing people explore Horatio’s Garden for the very first time is always an immensely uplifting, moving occasion. In this instance, the achievement felt even more momentous.

Since opening, the sanctuary has gone from strength to strength. Head Gardener, Ashley Edwards, Garden Administrator, Tracey McCarthy and a phenomenal volunteer team have all contributed to creating a flourishing oasis of calm and community.

With a vibrant and varied programme of weekly horticultural therapy sessions involving all kinds of plants (edible and otherwise!), as well as a host of unique creative workshops, including glass making and silk cushion sewing, there truly is something waiting for everyone in Horatio’s Garden London & South East.

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR SUPPORT SERVICES

HORTICULTURAL THERAPY

Everything in Horatio’s Garden is designed to make gardening accessible, with all elements finished to an exceptional standard to ensure people feel empowered to get involved with the garden.

Prior to the pandemic, these workshops were held on both a group and one-to-one basis. The periodic easing of restrictions enabled socially distanced group sessions to occur, but for the most part this year’s activities were conducted on an individual basis.

Complementing the clinical care offered by each spinal centre, the charity’s weekly Horticultural Therapy sessions support people’s physical and mental rehabilitation. This year, the gardens became the site too for multidisciplinary collaboration, Occupational Therapy and Physiotherapy, as other areas of each hospital were closed to protect patients from Coronavirus. Those sessions taking place outside were found by patients and staff alike to be beneficial, reinforcing the immense value of simply spending time in a natural environment.

This allowed our Head Gardeners to tailor each session specifically to the patient, whilst the social aspect to the group sessions was maintained as people were able to meet after their one-to-one sessions to share more about the plants they were taking care of and the benefits horticultural therapy had brought to them. This encouraged many people to sign up for sessions themselves, whilst it also fostered friendship and offered a source of mutual support as people attempted to overcome a uniquely tough situation together.

Through the activities, many people have discovered gardening to be a creative endeavour.

In each haven, the charity’s Head Gardeners lead and run a programme of regular horticultural therapy sessions, with support from their volunteers.

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Horatio’s Garden Stoke Mandeville
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Horatio’s Garden Midlands

People are given the opportunity to express themselves, choosing the plants, flowers and vegetables they wish to sow, with each Head Gardener going on to teach every person how to nurture their plants. Pruning and watering are always popular activities too, with patients often tending each garden’s raised beds and planters, which simultaneously give people the chance to learn more about sustainable approaches to gardening, such as companion planting. Hydroponic (the science of growing plants without soil) experiments have also been seen in the gardens for the first time this year, whilst ‘Caterpillar Jars’ were found to not only be an environmentally-friendly way to save both the garden’s nasturtiums and hundreds of Cabbage White Caterpillars, but to also bring a great deal of joy to adults and children alike.

“I find gardening therapeutic. Each little movement, with seed sowing and so on, has helped my hands remember how to work. I would recommend it to all the people who are here.”

Other activities, such as creating miniature succulent gardens, pruning smaller plants, planting up hanging baskets, making pine cone bird feeders, designing floral arrangements and potting on seedlings, all feature with the particular intention of helping people with reduced hand function to regain their fine motor skills.

Embracing the seasonality of the sanctuaries is important, particularly during the latter half of the year when the traditional growing period is perceived to come to an end. This is when people begin creating handmade wreaths, pumpkin carving and eagerly harvest the gardens’ fresh fruit and vegetables.

"Our son really enjoyed taking part in the planting activities and relaxing 15 in the beautiful garden room."

Horticultural therapy offers people a way to engage with the world’s cyclical rhythms whilst all the while allowing people to escape their present reality. It subtly builds people’s confidence, independence and self-esteem, in turn helping to reduce stress, anxiety and depression. Ultimately, it offers hope for the future and provides people with the ability to continue gardening and feeling the benefits of greenery once they leave hospital, and Horatio’s Garden, for home.

Horatio’s Garden London & South East

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR SUPPORT SERVICES

CREATIVE THERAPY

whether you’re accomplished in creative pursuits or whether you’re trying something for the first time. The groups and individual sessions are all about patients and those involved with the charity offering gentle encouragement to each other. All ideas are appreciated and those spending time in the spinal centres are also given the opportunity to guide sessions too.

Each week the charity runs a diverse range of creative workshops. Some are led by our Head Gardeners and Garden Administrators, whilst many others are conducted by our volunteers. Whenever Coronavirus restrictions eased, those generously giving up their time visited the garden to safely lend in-person creative support as much as they could. Most importantly, even when they were unable to enter the gardens, our volunteers were a constant source of artistic ideas and helped to ensure staff who could go to the gardens had all the innovative ideas and materials they needed.

Having this creative outlet is vital. It provides a way for people to express their emotions, enables people to put aside their worries for a while and instead they can simply focus on creating or discussing something that’s both tangible and beautiful. Many of the artworks or crafts people create are also given to their loved ones as gifts, meaning people are proud of their creative endeavours and feel they are immensely worthwhile.

People frequently find each Horatio’s Garden to be a source of inspiration and are often surprised by what they are able to artistically achieve. Emphasis is placed on the fact that everyone is welcome, regardless of

This year, a wonderful array of activities were held both digitally and in reality to support people's mental wellbeing and

“I highly recommend the craft sessions, especially to anyone managing pain - it’s a great pain diversion. I’ve loved learning new skills to take home with me and everyone here is so friendly.”

“I don’t know what I would have done without Horatio’s Garden and all the activities. I’ve taken part in gardening, painting, willow weaving, relaxation, mindfulness, reading and much more. It’s been so therapeutic for me.”

psychological rehabilitation. Poetry workshops, reading groups, mindfulness in nature sessions, musical performances and film nights have all been enjoyed by patients, staff and volunteers alike. The celebrations held in every garden to mark the 75th anniversary of VE Day were notably times when musicians were received with a great deal of warmth and applause, whilst unexpected performances in the sanctuaries throughout the year also brought considerable joy. Similarly, a special screening of the then new Sky Original film, The Secret Garden, was a particularly fun occasion for everyone in Horatio’s Garden Midlands.

Horatio’s Garden South West

As for more traditional artistic pursuits, painting, sketching, creating natural collages, sewing silk lavender bags and cushions, glass making, Diwali lantern crafting and Easter and Christmas gift creation all took place in the garden too. Collectively, every activity not only harbours physical rehabilitation benefits, but crucially they help to generate conversation and bring people closer together. Creativity is a way for people to explore their feelings and calmly reconnect.

In lieu of our artists in residence being able to visit the gardens too, we launched our Arty Afternoons series on YouTube, which has run throughout the various lockdowns. Professional artists who were both new to and regular supporters of the charity created their own personal videos which we then posted to our channel each week. This became a brilliant collection of artistic tutorials, whilst it also features videos that are purely intended to relax and inspire. Amongst the most popular were contributions by Richard Foster, a professional photographer with a spinal cord injury, as well as one by Tamsin Loveday, who showed viewers how to create their own ‘Winter Garden Book’.

Fortunately, the easing of restrictions in early 2021 meant that dedicated supporter and former artist in residence, Miranda Creswell, was able to install one of her new original artworks in Horatio’s Garden South West, which was part of The Ripple Effect ; an element of the University of Oxford Archaeology Department’s Ebb and Flow research project which prompted people in the garden to consider our historic relationship with rivers and the natural world.

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Horatio’s Garden London & South East

A Thoughtful Gift...

These jars were created by a patient in Horatio’s Garden Midlands. Despite intermittent Coronavirus restrictions, pain and fatigue, she worked on them weekly, determined to give them as the perfect gift to her friend.

Over time, she built up the layers of white paint, before finishing them beautifully with a decorative bee; her friend’s favourite.

The project helped her to focus on the present, giving her something to look forward to each week.

She shared, “I am just happy I have managed to make something nice and it’s so lovely to be out here in the garden room, where I can watch the birds and see all the beautiful flowers.”

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR SUPPORT SERVICES

SUPPORTING LOVED ONES

During the pandemic, Horatio’s Garden made it possible for all this to continue.

In a year when all of us came to value being able to spend time with those closest to us more than ever, Horatio’s Garden was a lifeline for patients, their families and their friends.

Our gorgeous havens became the place where patients could safely reunite with their loved ones. Being that the gardens are vast, outdoor spaces, people’s families and friends were once again able to see their relatives for socially distanced visits that would otherwise have been impossible on the ward. Many people had been separated from their closest companions for months, among them those who had not been able to see their families or friends since first being admitted to hospital.

For those facing the uncertainties of a future affected by spinal cord injury, each of our sanctuaries offers them a comfortable, quiet place to savour each other’s company. Being away from the ward, each garden provides people with a greater degree of privacy, meaning this is often where people choose to have difficult, emotional conversations. The charity is there to lend help to people’s loved ones as much as it is there for those spending time in the spinal centres themselves, giving everyone chance to take some time out in a tranquil place to process their new reality.

Every reunion was an immensely moving, happy occasion. It was a real privilege to be able to facilitate something so incredibly important and seeing people coming together whilst safely spaced and relishing the summer sunshine was hugely heart-warming.

“This is so lovely, for everyone. It is peace. There are so many different parts of the garden you can sit in and relax. It’s just an amazing place.”

Horatio’s Garden Midlands

As well as hosting visitors who often travel many miles to see their loved one in hospital, the gardens too offered a peaceful place for patients to speak with their families and friends on the phone and via video call. Whilst catching up on news at home, many took the opportunity to show their families and friends around the garden digitally, whilst simultaneously sharing stories of their own; many of which were about what they’d been doing in Horatio’s Garden.

“The garden is invaluable. It’s been a saviour to me in times of need and emotional moments. I’ve laughed, I’ve cried, I’ve bathed in sunshine and made many new friends”.

When relatives were unable to visit the spinal centres in the height of lockdown, they were reassured by the simple knowledge their loved ones had access to the natural world and that they had a support network extending beyond the ward. Whilst they might not have been able to attend the seasonal events run by the charity to celebrate all manner of personal and cultural occasions, they knew that patients were looking after each other and that the charity’s staff, volunteers and NHS staff were all working together to go the extra mile and ensure everyone’s spirits remained high.

Horatio’s Garden ensured friendships flourished, with patients becoming incredibly close in the midst of such a singular situation. Amongst the planting they could speak freely, get to know each other, talk about their injuries, work through challenges and, crucially, look to the future, laugh and have fun.

Horatio’s Garden Midlands

Horatio’s Garden Scotland

HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR SUPPORT SERVICES

SUPPORTING NHS STAFF

The charity’s mission is to support everyone affected by spinal injury and this includes every member of NHS staff employed in each of the regional spinal injury centres across the UK. Working in any clinical environment brings its challenges, but for those caring for people with spinal injuries it is often particularly difficult and intense. Every member of staff is responsible for ensuring each patient receives tailored clinical care and treatment, which is under constant review and must be administered 24-hours a day.

Horatio’s Garden Scotland

The Coronavirus crisis intensified these pressures enormously. Being part of the courageous few working on the frontline, staff were required to work in full PPE, not only to protect themselves but vitally to protect their patients. As people with spinal cord injuries often experience lasting reduced lung function, every single person was considered especially vulnerable to the effects of the virus. Thus, alongside the teams’ already physically demanding work being made tougher by PPE, the spinal centres’ staff also had to mentally manage the very real threat to both their patients’ and their own health.

Consequently, Horatio’s Garden became a restorative retreat for NHS staff to escape to whenever they felt they needed a respite from the increased pressures of the ward and from the crisis as a whole. More people than ever discovered that spending time in the garden not only held benefits for patients, but that it impacted positively upon them too.

Horatio’s Garden London & South East

Staff were able to interact at a social distance on their breaks thanks to the gardens. They had somewhere to take refuge whenever they needed time and space to reflect, often tending to the plants and flowers themselves as a way to switch off for a while. They could have private conversations with patients at ease in the peaceful surroundings of the garden and eagerly collaborated with the charity to host yoga sessions, sports days, Midsummer parties, NHS Gardening Days, International Nurses Day celebrations and much more.

Every Horatio’s Garden has become an extension of each ward. Countless members of NHS staff shared how rewarding it is to see patients enjoying themselves outside, something that was particularly noticeable whenever the teams conducted physical rehabilitation and therapy sessions in the gardens. Nurses, doctors, consultants, healthcare assistants, physio and occupational therapists alike found that being in touch with the natural world made them feel relaxed and invigorated. The morale boost was tangible, with Ward Managers citing that the very presence of Horatio’s Garden not only led to greater staff retention, but that it has also contributed to increased recruitment.

In the midst of an exceptionally trying time, Horatio’s Garden successfully brought joy to spinal centres across the country and NHS staff are determined to continue harnessing that power.

“I just think it’s an amazing thing to have, an amazing space to have. I know certainly the patients love it out here. It’s enabled us this year, especially with Covid-19, to welcome patients’ visitors, which we wouldn’t have been able to do before. It’s very much an integral part now of what we provide and it’s certainly on our discharge and admission packs. We encourage people to go out and use Horatio’s Garden as much as possible.” Deborah Ward Clerk, Midland Centre for Spinal Injuries

Horatio’s Garden Midlands

HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR NEW PROJECTS

GARDEN ROOM IN SCOTLAND

Despite space being limited, James Alexander-Sinclair’s wonderful original designs for Horatio’s Garden Scotland artfully incorporated a collection of garden pods, as well as a larger kitchen pod, into the courtyard area of the garden.

Since the sanctuary opened in 2016, these have been enormously popular with patients, their loved ones and NHS staff alike. Not only do they ensure people can appreciate the ever-changing planting in all winds and weathers, they also offer a place where people can conduct private conversations and generally spend time together in a sheltered, snug environment.

The resounding success of the pods, combined with changes to the interior of the hospital, meant that last year the charity was able to launch plans for a brand new garden room. With the advent of the increased space, it was now possible to create a lovely, light, airy and inviting place, which is akin to those found in the charity’s other open gardens and somewhere for people to while away as many hours as they wish.

Talented architect Andy Steel of DAS Design designed the garden room, with his plans placing emphasis on the interior being cosy, homely and fully accessible. As such, patients spending time in the spinal centre can use the room whenever they like, helping themselves and their visitors to an endless supply of tea and homemade cake, which in turn helps to foster people’s personal sense of control and their confidence.

Moreover, the garden room will also be the place where the team hold their horticultural therapy sessions, creative workshops and seasonal events.

James Alexander-Sinclair’s new designs for the room’s surrounding landscape were planted in the spring and feature a selection of beautiful plants generously donated by The Barbour Foundation, which were due to appear in one of the Show Gardens at the cancelled RHS Chelsea Flower Show. Instead, they've found a new home in the haven, alongside a stunning solid wooden bench kindly donated to the Horatio's Garden Scotland by Sitting Spirtually; the perfect finishing touch.

Current Garden Pod

Being able to host the charity’s therapeutic activities and events in a dedicated space will make a real difference. Patients appreciate Horatio’s Garden as a departure from the ward and with the opening of the garden room people will be able to experience enhanced engagement with the natural world. Feeling such a close connection develops individuals’ passion for gardens, gardening and all they have to offer, which could well become a source of lifelong support and comfort.

Planting the new Woodland Garden

“I’ll always remember how much my Mum loved the colourful flowers in the courtyard and sitting in the pods with her when it was possible for her to visit.”

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Horatio’s Garden Scotland Garden Room Design Visual
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HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR NEW PROJECTS

HORATIO’S GARDEN WALES

HORATIO’S GARDEN NORTHERN IRELAND

The charity is working with Belfast Health & Social Care Trust to bring Horatio’s Garden Northern Ireland to The Spinal Cord Injuries Unit (SCIU) located in the Withers Building of Musgrave Park Hospital in Belfast. The centre serves patients from the entirety of Northern Ireland, thus our seventh garden will be a vital oasis for people facing long stays in hospital far from home.

Despite being unable to hold any fundraising events for our sixth project as a result of Coronavirus restrictions, our incredible supporters successfully helped us to raise the funds required to bring Horatio’s Garden Wales to life. With groundworks having commenced at the site in February 2021, the charity’s latest horticultural haven is due to open at the Welsh Spinal Cord Injury Rehabilitation Centre at the brand new University Hospital Llandough this winter.

Acclaimed garden designer, Andy Sturgeon, will be bringing the garden to life. He has won a total of eight RHS Gold medals at the Chelsea Flower Show, most recently in 2019, with three of his gardens also being awarded with the coveted accolade of ‘Best in Show’. His modern designs are a masterly fusion of traditional materials and contemporary styling, which have come to be internationally renowned for their timeless, architectural qualities, innovative planting and sculptural characteristics.

Award-winning Welsh garden designer, Sarah Price, created the stunning garden, collaborating with 6a architects to design the garden pavilion. This will feature a small garden room and will be both the horticultural and social hub of the sanctuary. The charity’s therapeutic activities will take place in the pavilion whenever the weather dictates, whilst horticultural therapy sessions can also be conducted in the fully accessible glasshouse.

Whilst site visits were put on hold due to ongoing travel restrictions in early 2021, plans are in place to hold a design consultation day with current and former patients, their loved ones and NHS staff working in the SCIU later this year. This will offer Andy the opportunity to ask people more about the design elements that are important to them and what they hope the garden will look like.

Sarah consciously incorporated as many elements of the winsome Welsh landscape into her designs as possible, despite the space being the smallest of our gardens to date. As such, Horatio’s Garden Wales will be home to a moss garden, shed garden, scented garden, meadow garden, vegetable garden, flower garden and the ‘orchard hall’, which will be full of flourishing multi-stemmed crab trees and amelanchier. It will have smooth, level paths throughout and also features a raised water pool.

Once this information is gathered, Andy will begin to carefully develop his concept designs in the summer of 2021. Subsequently, the charity intends to launch the capital appeal for Horatio’s Garden Northern Ireland in late 2021.

The project is in collaboration with Cardiff & Vale University Health Board, with the new centre providing specialist spinal and neurorehabilitation services for patients from across South and Mid-Wales.

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

OUR VOLUNTEERS

Volunteers are at the heart of every Horatio’s Garden and whilst for much of this year our teams were unable to physically volunteer in the garden to protect patients, NHS staff and themselves from Coronavirus, everyone continued to go above and beyond to help in any way they could.

Every day is different in the gardens and our volunteers continued to pursue, capture and share the joy that their varied volunteering experience usually brings in a whole host of innovative ways.

In the periods when lockdown restrictions meant our keen gardeners could no longer tend to our sanctuaries, instead they enthusiastically supported our Grow to Give fundraising campaign, held plant sales of their own and provided our staff teams with easy, fun horticultural therapy ideas via each garden’s WhatsApp group.

Those who craft, bake and support the charity’s creative workshops in the gardens decided to continue making all manner of beautiful homemade items at home, which they then gifted to the gardens for patients to enjoy. These included seasonal wreaths, handsewn and crocheted creations and of course plenty of delicious sweet treats.

Lots of volunteers generously shared their top tips with the everyone in the team via WhatsApp too, whilst others made it possible for our Poetry Group to continue reaching volunteers, patients and NHS staff alike by embracing Zoom and holding the sessions that way instead. Many also began to make and sell the charity's facemasks to help raise money.

Our musically-inclined volunteers also helped to make events held in the gardens for patients feel that little bit more special. Celebrating the 75th Anniversary of VE Day and Clap for Carers was a particularly eventful occasion, with bagpipe, cello and trumpet performances taking place in our gardens throughout the country.

“I volunteered because I wanted to assist people with spinal injuries in however small a way. It has turned out to be the most wonderful experience and is the thing I am missing most during lockdown.”

Horatio’s Garden Stoke Mandeville

Horatio’s Garden Scotland

patients, their loved ones, NHS staff and the charity as a whole. Despite not personally keeping a track of their hours, one thing is certain: the infinite commitment, resilience and positivity of each of our volunteers meant that everyone remained motivated and kept in touch, with our online community not only encouraging some to embrace new technology for the first time, but most importantly ensuring that no one was left feeling lonely throughout the pandemic.

The opening of Horatio’s Garden London & South East too meant that we welcomed a whole host of new volunteers to the charity, many of whom planted thousands of plants in scorching summer temperatures in order to ensure the garden opened according to schedule. Among those involved were a handful of people who had been furloughed, or who had sadly lost their jobs as a result of the pandemic, therefore for many volunteering was about exploring fresh opportunities and finding a new purpose in life.

The significant, steady increase in hours from January 2021 reflects the power of this sense of community, with easing lockdown restrictions and the success of the national vaccination programme aiding many a volunteer’s eager return to the garden.

This year, the average weekly volunteer hours totalled 116, with an annual total of 4,753. This is significantly less than last year’s 11,964 hours, which reflects the profound impact Coronavirus and lockdown restrictions had in limiting the time our teams could volunteer in the gardens as they usually would.

Both the charity’s Founder & Chair of Trustees, Dr Olivia Chapple, and Executive Trustee, Victoria Holton, remain as volunteers on a full-time basis. With the charity planting hope in two new locations, Cardiff and Belfast, their nine years of voluntary experience continues to expertly and thoughtfully guide the charity towards fulfilling its vision of establishing a thriving Horatio’s Garden in all 11 NHS spinal injury centres.

However, as the graph only accounts for the hours people were actually able to spend in each haven, in reality the figure is likely much higher. In every National Volunteers Meeting the charity held via Zoom, countless people came forward with stories about what they’d been doing in their own time at home to support

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REFERENCE & ADMINISTRATION

“I know from talking to patients how important having the peaceful sanctuary of Horatio’s Garden is to their rehabilitation. I felt privileged to be able to help maintain the garden during the pandemic, particularly as it was at a time when many people were unable to continue their work. On a personal level, being able to continue nurturing the garden, albeit for one morning a week, provided an anchor of normality which has helped to maintain my own wellbeing, both physical and mental, during the crisis.”

Royal Patron Patron Ambassadors

Trustees

Key Management Staff

Registered Office

Registered Charity Number

Auditors

Bankers

HRH Princess Eugenie of York

The Countess of Radnor Sir Kenneth Calman Sir James Stirling of Garden Maggie Cameron Alan Titchmarsh MBE Sir Algernon Heber-Percy Andrew Widdowson Mike Mackenzie Jack Mannings Annie Maw Peter Reed OBE Melanie Reid MBE Anneka Rice Bianca Roden The Countess of Rosslyn Raquel Siganporia Milly Soames Olivia Chapple (Chair) Victoria Holton (Executive Trustee) Catherine Burns David Chapple Richard Grainger David Gregg Bianca Roden (retired December 2020) Lisa Stratton Yan Swiderski Mark Yallop (appointed March 2021) Julia Dustan - Finance Director Bethan Cummings - Fundraising Director

2 Throope Down Office Blandford Road Coombe Bissett Salisbury SP5 4LN 1151475 (England & Wales) SC045386 (Scotland) Fawcetts Windover House St Ann Street Salisbury SP1 2DR

HSBC Bank Plc 19 Minster Street Salisbury SP1 1TE

Horatio’s Garden Scotland

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

REFLECTING ON 2020/21

The constitution of the charity lists the purposes to:

  1. Undertake the preparation work to develop the garden concept designs for Horatio’s Garden Northern Ireland in 2021/22

  2. Creating outdoor spaces called Horatio’s Gardens which are places of tranquillity and beauty.

Although visiting the site has not been possible due to Covid-19, a designer, Andy Sturgeon, was appointed for Horatio’s Garden Northern Ireland and surveys were commissioned.

  1. Maintaining and improving Horatio’s Gardens.

  2. Supporting people with spinal injuries and their friends and relatives to enable them to use Horatio’s Gardens.

  3. Build a garden room in the woodland area at Horatio’s Garden Scotland, where patients can take part in activities year round

  4. Facilitating events, especially in Horatio’s Gardens, for people with spinal injuries, their friends, relatives and carers and for volunteers and staff at the spinal injury centres.

Building started in October 2020, with building works and re-landscaping due to be completed by summer 2021. The re-modelling of the surrounding planting was completed the following month.

  1. Training and supporting staff and volunteers who support people with spinal injuries.

  2. Continue to champion the health and clinical benefits of gardens in medical settings

We are increasingly being recognised as experts in bringing gardens to the NHS and are frequently consulted by other organisations planning garden projects in hospitals in the UK and overseas.

The Trustees set the objectives for 2020/21:

  1. To consolidate the charity’s financial position in light of the effect that Coronavirus has had on the charity’s income

Similarly, we are regularly approached by the press to develop the public conversation concerning the benefits of gardens to health, with various staff members and volunteers contributing to magazines, books, podcasts, online articles, panel discussions, documentaries, official reports, TV programmes and so on.

The year ended with lower expenditure and higher reserves, which is reassuring in light of the current challenging fundraising landscape.

  1. Adapt to new ways of delivering a programme of activities for patients and to support volunteers during lockdown(s)

  2. Adapt the fundraising approach to address the impact of Coronavirus

A funding gap of £275,000 from cancelled events was filled by alternative income streams that were less affected by Covid-19. These included grants from Trusts and Foundations, donations from supporters and online fundraising events.

Musicians gave socially distant performances in the gardens and weekly ‘Arty Afternoon’ films were published online during lockdowns. One 'Arty Afternoon' film alone was watched over 750 times in the year.

  1. Open Horatio’s Garden London & South East, the charity’s fifth garden

Poetry meetings were held via Zoom and were well attended by volunteers, patients and Horatio’s Garden staff.

Horatio’s Garden London & South East opened at the Royal National Orthopaedic Hospital in August 2020 after a 7-month building project.

The use of technology made the art sessions and poetry groups available to current and former patients, their families and friends, NHS staff and volunteers.

  1. Commence the build of Horatio’s Garden Wales

The garden teams worked in collaboration with staff from the spinal centres to bring outdoor events such as sports days, a midsummer’s celebration, a non-alcoholic beer festival and barbecue to patients.

Work started to create Horatio’s Garden Wales in February this year, fitting in with the development of the new spinal centre at the University Hospital in Llandough.

LOOKING FORWARD TO 2021/22

Horatio’s Garden London & South East

The future aims and key objectives, identified by the Trustees, are to:

  1. Open Horatio's Garden Wales, the sixth garden.

  2. Develop a partnership with a new spinal centre, where the eighth Horatio's Garden will be built.

  3. Begin a capital appeal to raise funds for Horatio's Garden Northern Ireland.

  4. Deliver an enhanced arts programme across every Horatio's Garden and grow arts funding opportunities.

  5. Establish new corporate relationships and develop a legacy-giving income stream.

  6. Continue to develop our therapeutic programme of activities and offer therapeutic gardening sessions to outpatients.

  7. Champion sustainability within our projects and to our staff, beneficiaries and volunteers.

Horatio’s Garden Midlands

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

HOW WE RAISED FUNDS

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£1,400,000
£1,200,000
£1,000,000
£800,000
£600,000
£400,000
£200,000
£-
Donations Donations from Trusts & Trading Activities Other Income
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Trust, The Rank Foundation, Wiltshire Community Foundation and Greater Glasgow and Clyde NHS COVID Endowments Management Committee for their emergency funding support.

Horatio’s Garden charity is registered with the Fundraising Regulator and is committed to the Fundraising Promise and adherence to the Code of Fundraising Practice. This report covers the requirements charities must follow as set out in the Charities Act 2016.

We ran a successful emergency appeal to our donor base and encouraged our supporters to take places in virtual events, such as the Virtual London Landmarks Half Marathon, as well as hosting our own virtual wine tasting. We received £17,345 in legacy donations. We are also grateful to a number of supporters who generously donated Gifts in Kind for our Spring Raffle and items to be used in each of our gardens. All of this activity meant we were able to fill the forecasted income loss from the cancelled events.

The charity does not receive statutory government funding and therefore must fundraise for the full expenditure annually. The charity does not work with external fundraising agencies. Our volunteers are encouraged to support fundraising initiatives and our team provide them with relevant guidance and information as required, however this activity has been hindered this year by Covid-19 restrictions.

Restricted income for the year was £1,248,124, accounting for 73% of our income. The high proportion of restricted income is due to donors supporting the current Welsh capital appeal, or running costs for a specific garden.

In 2020, the charity had to change its fundraising plans due to Covid-19 as we were unable to run our planned calendar of events and the third party fundraising events.

This resulted in a forecast loss in income of £275,000 and as a result we placed our Head of Events on furlough. We were also unable to pursue the growth plan we had in place for corporate fundraising as so many companies were impacted by the pandemic.

The website outlines the charity’s complaints policy for the public and clearly explains how an individual can complain. We received one fundraising related complaint this year which was resolved. Complaints are dealt with in-line with our complaints policy and reported to the Fundraising Regulator if required. Staff and volunteers adhere to the Fundraising Regulator’s Code of Practice in relation to people in vulnerable circumstances, ensuring that all donors are treated fairly and able to make an informed decision about any donation they make. This is reflected on our Ethical Fundraising Policy.

The remaining members of the in-house fundraising team refocused their efforts on income streams which were less impacted by Covid-19, including Trusts & Foundations and individual donations. We successfully applied for several Covid-19 emergency grants, which generated £214,000 of income. We are sincerely grateful to The Julia & Hans Rausing Trust, The Ashden

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HOW WE SPENT FUNDS

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£1,400,000
£1,200,000
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£800,000
£600,000
£400,000
£200,000
£-
Design & Build Garden Maintenance & Other Adminstrative & Fundraising Costs
Running Costs Support Costs
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The administration and support costs are also slightly lower than our previous year, as the charity’s Director of Operations post was not replaced when it became vacant and travel to all gardens has been very limited.

The Charity’s total expenditure for the year was £1,911,711 (2020: £1,916,039).

We completed the construction of the new Horatio’s Garden London & South East in August and further developed Horatio’s Garden Scotland with the addition of an annexed Garden Room and enhanced landscaping. We have also finalised the design and commenced the foundation work for Horatio’s Garden Wales. In total our garden design and build costs were £1,243,050, 65% of the total expenditure for the year.

Akin to other organisations, we have instead been mastering meetings using Zoom and Microsoft Teams. We have continued to invest in our IT software and have also created a part-time post of Head Gardener’s Leader to help coordinate best practice across all our gardens and lead on health and safety.

Fundraising this year has been very challenging. The decision was made to make one dedicated garden fundraising post redundant and to support all gardens from a central fundraising team.

Our garden maintenance and running costs were lower than we had budgeted this year as all of our gardens had to close or had very restricted access for a number of months due to the pandemic safety measures put in place at each hospital.

Our Head of Events was placed on furlough until we could establish alternative solutions for our events. We have been really pleased with the results of our Virtual Winter Wine Tasting and online Spring Raffle, both of which took place in February 2021 and April 2021 respectively.

Some of our Garden Administrators were furloughed for 3 months. We worked hard to try to deliver alternative ways for the patients to experience our support and are extremely grateful to the artists who helped create content for our Arty Afternoon online video series.

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

STRUCTURE, GOVERNANCE & MANAGEMENT

Horatio’s Garden is a Charitable Incorporated Organisation with a foundation model constitution. It was registered in England and Wales on 2 April 2013 with charity number 1151475 and subsequently with Scottish Charity Regulator on 29 January 2015 with charity number SC045386.

Due to the uncertainty created by the pandemic it was decided not to directly replace the position of Operations Director when it became vacant, with the role being covered by a combination of externally contracted project support and senior management resource. The Stoke Mandeville Garden fundraising post was made redundant during the year with the decision to support all gardens from a central fundraising team rather than having dedicated garden fundraisers. Four staff were placed on furlough for part of the year and government furlough funding was claimed.

The Board of Trustees determine the overall strategic direction of the charity. The Board reviews the progress and performance against agreed targets as well as approving all policies and procedures. The Board agree the pay and remuneration of key management personnel. No Trustees receive remuneration. Trustees’ reimbursement of expenses are disclosed in note 9.

A decision was made to create a new part time (0.2fte) position of Head Gardener’s Lead. This position will ensure standards across all gardens and manage the Health and Safety for the gardens.

Two Trustees, Dr Olivia Chapple and Victoria Holton, work full time on a voluntary basis and are responsible for the day-to-day decision making. They are supported by a Senior Leadership Team of a part time Finance Director (0.6fte) and a full-time role of Fundraising Director.

At the start of the financial year there were 21 core staff working 13.2 full-time equivalent roles. At the end of the financial year, the charity employed 22 staff equating to 14.5 full-time roles.

Board of Trustees

Trustees are recruited and appointed in accordance with the organisation’s governing document and mission statement and relevant legislation. Before new Trustees are appointed the Board will determine what new attributes and knowledge are needed and then compile a role profile. New Trustees receive a full induction, and all Trustees are provided with information on the requirements and responsibilities placed on Trustees.

Financial Review

Total Income for the year ending 30th April 2021 was just slightly down by £94,198 at £1,715,461 (2020: £1,809,659). This has been a challenging year with most of our fundraising events cancelled. Similarly, 3rd party fundraisers were unable to support us as they had hoped, due to the cancellation runs, swims and other events. We are so grateful to those individual donors who have supported the charity over the last year, donations were £90,036 higher than last year. We have also benefitted from support from many Trusts and Foundations primarily for the support of our new garden in Wales, but also for specific funding for core costs to help the charity through the impact of the pandemic.

The Trustees who were in office during the period were:

Olivia Chapple (Chair) Victoria Holton (Executive Trustee) Catherine Burns David Chapple Richard Grainger David Gregg

Restricted income for the year of £1,248,124 accounts for 73% or our total income. Of the restricted income 43% was for the design and build of the new Wales Garden in Llandough. We have been working closely with the Cardiff and Vale University Health Board and they are committed to supporting the development of the new Wales Garden and are also funding the development of a specific garden area for the neurological patients who are also located at this new hospital site.

Bianca Roden (retired December 2020) Lisa Stratton Yan Swiderski

Mark Yallop (appointed March 2021)

Staff

This year saw the first full year of the new position of Director of Fundraising and a new Finance Director. Both positions have supported the two Trustees who voluntarily work full time for the charity and helped develop the strategic direction of the charity. The four positions have created a stronger Senior Leadership Team for the charity.

Total Expenditure for the year was £1,911,711 (2020 £1,916,039). Garden design and construction costs for the year were £1,243,050. This year we completed the construction of the London Garden and created a new Garden Room at our Scotland Garden.

We have committed and pledged funding for the construction of the Wales Garden and the foundations and drainage work was commenced in February 2021. We are aware of the current shortage and increasing cost of building materials and are working with our contractor to secure fixed pricing where possible, to reduce the risk of higher costs to the charity. We have designated a further £83,000 of our unrestricted funds to allow for the impact of current challenging construction materials shortages and the consequential price increases.

Fundraising costs for the year were £204,917 (2020 £259,997). The reduction is due to the reduced number of events run during the year. The events that did take place were held online, we held a virtual wine tasting fundraiser and our annual raffle was held virtually in April 2021.

Garden running costs for the year were lower than we had budgeted due to the closure of gardens and lower travel and accommodation costs. We were generously donated 11 laptops to assist with remote working for our staff and have invested in IT to aid with remote speed and cyber security. Staff costs increased by £69,026 with the recruitment of additional Garden staff and increase in support staff hours to reflect the growing organisation.

Charitable activities accounted for 89% of the total expenditure (2019 86%).

Risk

The Trustees consider the risks to the charity at each quarterly Board Meeting to ensure that systems and procedures are established to mitigate the risks identified. In addition, a Finance Committee (a subcommittee of the Board) was established during the year to ensure sufficient time is dedicated to developing the financial strategy, reviewing the financial performance, assessing risks and setting the charity reserves policy.

A full set of policies are held and regularly reviewed and disseminated to relevant staff and volunteers.

Uncertainties of the future funding continues to be a risk. To mitigate this risk, the Trustees are continually looking at diversifying income streams.

A robust reserves policy also significantly reduces this financial risk. In addition, the capital build projects are not started until all the capital has been raised. A contingency fund is being developed to cover maintenance costs resulting from wear and tear as the gardens age.

Risk & Coronavirus

The charity has complied with all hospital protocols to ensure patient safety is a priority during the pandemic. Staff and volunteers comply with Covid risk assessments completed to ensure a safe working environment in the

gardens and offices.

To ensure communications are maintained the charity has engaged with stakeholders through regular newsletters and virtual webinars hosted by the Chair of Trustees. Our social media has updated followers about our gardens, events and fundraisers.

To ensure we maintain funding needed we have adapted our approach to fundraising by researching and applying for Covid support funding that is applicable for the charity.

Virtual staff meetings have been held weekly for staff and managers have been mindful of staff welfare especially where they have been isolated working from home.

Public Benefit

In planning the activities of the charity, the Trustees have given due regard to the Charity Commission’s guidance on public benefit. The Trustees believe that the activities of the charity in the year confirm its ability to provide current and on-going benefit to the public.

Horatio’s Garden Shop Ltd

The online shop is run via Horatio’s Garden Shop Limited, a wholly controlled subsidiary of the Charity, which transfers any profits to the Charity.

Reserves Policy

It is the policy of the Trustees that the charity should hold reserves to enable the charity to continue to operate in the event of a shortfall on voluntary income. Following a review of the expected expenditure over the next 12 months, the Board of Trustees have assessed that a minimum of 6 months operating expenditure should be held as free reserves, this figure is then adjusted should a Garden fund have sufficient restricted reserves available to fund operating expenditure for this period. The minimum reserves level for 2021 is therefore set at £463,173.

Total funds as at 30th April 2021 were £1,338,861 of which £607,657 were held as restricted funds. During the year the Trustees designated an additional £83,000 to the new Wales Garden fund. In addition, designated funds have been transferred to the restricted funds for the London Garden and Oswestry Garden now that the capital builds have been completed.

At the balance sheet date, the charity held free reserves defined as unrestricted funds less fixed assets less designated funds of £565,513 (2020 £331,511). Free reserves are therefore currently above our minimum reserves level, in light of the constantly changing environment with Covid-19 the Trustees are happy to have additional reserves available for charitable purposes, the position will be reviewed by the Board regularly.

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STRUCTURE, GOVERNANCE & MANAGEMENT

Going Concern

Despite a reduction in income from cancelled fundraising events as a result of Coronavirus, the Trustees have assessed the position and consider Horatio’s Garden to be a going concern. The Trustees are confident that measures taken to manage running costs and an adaptable approach to fundraising will continue to help mitigate the impact wherever possible.

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

GOVERNANCE

TRUSTEES’ RESPONSIBILITIES

United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The Trustees are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Auditors

The law applicable to charities in England and Wales and Scotland requires Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of the incoming resources and application of resources of the Charity for that period.

Fawcetts have expressed their willingness to continue to act as Auditors to the Charity.

Approved by the Board of Trustees on Friday 10th September 2021 and signed on its behalf by:

In preparing these financial statements, the Trustees are required to:

Olivia Chapple

Trustee

• State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements

• Prepare the financial statements on a going concern basis unless it is inappropriate to presume that the Charity will continue in business

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008, the Charities and Trustee Investment (Scotland) Act 2005, regulation 8 of the Charities Accounts (Scotland) Regulations 2006 (as amended) and the provisions of the trust deed. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website. Legislation in the

INDEPENDENT AUDITOR’S REPORT

Opinion

We have audited the financial statements of Horatio's Garden (the ‘parent charity’) and its subsidiary (the ‘group’) for the year ended 30 April 2021 which comprise the Consolidated Statement of Financial Activities, the Consolidated and parent charity Balance Sheet, the Consolidated Statement of Cash Flows and related notes, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

Other information

The trustees are responsible for the other information. The other information comprises the information included in the trustees’ annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In our opinion the financial statements:

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

Basis for opinon

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the group and parent charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

We have nothing to report in this regard.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion:

Conclusions relating to going concern

We have nothing to report in respect of the following matters in relation to which the ISAs (UK) require us to report to you where:

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HORATIO’S GARDEN ANNUAL REPORT 2020-21

INDEPENDENT AUDITOR’S REPORT

responsibilities for the audit of the financial statements section, to detect material misstatements in respect of irregularities, including fraud. The extent to which are procedures are capable of detecting irregularities, including fraud, are detailed below.

Responsibilities of Trustees

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non compliance with laws and regulations we consider the following:

As explained more fully in the trustees’ responsibilities statement, the trustees are responsible for the preparation of financial statements which give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the group’s and parent charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the group or the parent charity or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the

financial statements

We have been appointed as auditor under section 151 of the Charities Act 2011 and under section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and report in accordance with regulations made under those Acts.

As a result of these procedures, we considered the opportunities and incentives that may exist within the organisation for fraud and identified the greatest potential for fraud in the following area: revenue and resource recognition. In common with all audits under ISAs (UK), we are also required to perform specific procedures to respond to the risk of management override.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

We have also obtained an understanding of the legal and regulatory frameworks that the charity operates in, focusing on provisions of those laws and regulations that had a direct effect on the determination of material amounts and disclosures in the financial statements. The key laws and regulations we considered in this context included the UK Charities Act and related legislation.

Identifying and assessing potential risks related to irregularities

Audit response to risks identified

Irregularities, including fraud, are non-compliance with laws and regulations. We design procedures, in line with our responsibilities, as set out in the auditors'

As a result of performing the above, we identified revenue and resource recognition as a key audit matter related to the potential risk of fraud. Our procedures to respond to

INDEPENDENT AUDITOR’S REPORT

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/ auditorsresponsibilities. This description forms part of our Report of the Auditors.

risks identified included the following:

Use of our report

This report is made solely to the charitable company’s trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charitable company’s trustees those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Simon Ellingham BA FCA DChA (Senior Statutory Auditor)

for and on behalf of Fawcetts LLP, Chartered Accountants & Statutory Auditors Windover House, St Ann Street, Salisbury, SP1 2DR

We also communicated relevant identified laws and regulations and potential fraud risks to all engagement team members and remained alert to any indications of fraud or non-compliance with laws and regulations throughout the audit.

Date:………………………………………. Tuesday 21st September 2021.....

Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed non- compliance with laws and regulations (irregularities) is from the events and transactions reflected in the financial statements, the less likely the inherently limited procedures required by auditing standards would identify it. In addition, as with any audit, there remained a higher risk of non-detection of irregularities, as these may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. We are not responsible for preventing non-compliance and cannot be expected to detect noncompliance with all laws and regulations.

43

44

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

CONSOLIDATED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 APRIL 2021

BALANCE SHEET AS AT 30 APRIL 2021

----- Start of picture text -----
2021 2020
Income and expenditure Unrestricted Restricted Total Total
Note £ £ £ £
INCOME AND ENDOWMENTS FROM:
Donations and legacies 2 380,759 1,245,182 1,625,941 1,619,804
Trading activities 3 85,398 2,942 88,340 184,409
Investment income 4 1,180 - 1,180 5,446
Total income 467,337 1,248,124 1,715,461 1,809,659
EXPENDITURE ON:
Raising funds 75,810 129,107 204,917 259,997
Charitable activities 9,078 1,697,716 1,706,794 1,656,042
Total expenditure 5 84,888 1,826,823 1,911,711 1,916,039
NET INCOME/(EXPENDITURE) 382,449 (578,699) (196,250) (106,380)
Transfers between funds 16 (400,820) 400,820 - -
NET MOVEMENT IN FUNDS (18,371) (177,879) (196,250) (106,380)
RECONCILIATION OF FUNDS:
Total funds brought forward 749,575 785,536 1,535,111 1,641,491
TOTAL FUNDS CARRIED FORWARD 731,204 607,657 1,338,861 1,535,111
----- End of picture text -----

The above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above.

----- Start of picture text -----
Consolidated Charity
2021 2020 2021 2020
Note £ £ £ £
Fixed assets
Tangible fixed assets 11 21,168 31,248 21,168 31,248
Investments 12 - - - -
21,168 31,248 21,168 31,248
Current assets
Stock 40,351 41,091 - -
Debtors 13 142,776 143,651 175,916 172,387
Cash at bank and in hand 1,238,767 1,394,496 1,227,418 1,391,777
Total current assets 1,421,894 1,579,238 1,403,334 1,564,164
Liabilities
Creditors: Amounts due
within one year 14 (104,201) (75,375) (103,006) (74,484)
Net current assets 1,317,693 1,503,863 1,300,328 1,489,680
NET ASSETS 1,338,861 1,535,111 1,321,496 1,520,928
Funds
Unrestricted funds:
General funds 586,681 377,232 569,316 377,232
Designated funds 144,523 372,343 144,523 372,343
16 731,204 749,575 713,839 749,575
Restricted income funds 16 607,657 785,536 607,657 771,353
TOTAL CHARITY FUNDS 1,338,861 1,535,111 1,321,496 1,520,928
----- End of picture text -----

The financial statements were approved and authorised for issue by the Board of Trustees on

Friday 10th September 2021…........................................... and were signed on its behalf by:

The notes form part of these financial statements

Olivia Chapple

Trustee

The notes form part of these financial statements

45

46

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

FOR THE YEAR ENDED 30 APRIL 2021

CONSOLIDATED STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 30 APRIL 2021

Notes
CASH FLOWS FROM OPERATING ACTIVITIES:
Net cash provided by/(used in) operating activities
a
Cash flows from investing activities:
Purchase of property and other fixed assets
Investment income - bank interest
Net cash provided by/(used in) investing activities
CHANGE IN CASH AND CASH EQUIVALENTS FOR THE YEAR
Cash and cash equivalents brought forward
b
CASH AND CASH EQUIVALENTS CARRIED FORWARD
AT 30 April
b		 2021
£
(152,100)
(4,809)
1,180
(3,629)
(155,729)
1,394,496
1,238,767		 2020
£
(109,720)
(18,232)
5,446
(12,786)
(122,506)
1,517,002
1,394,496

a) Reconciliation of net income/(expenditure) to net cash flow from operating activities

Net income/(expenditure) for the year as per the
Statement of Financial Activities
Adjusted for:
Depreciation
Investment income
(Increase)/decrease in stock
(Increase)/decrease in debtors
Increase/(decrease) in creditors
Net cash (used in)/provided by operating activities
b)
Analysis of cash and cash equivalents
Cash at bank and in hand		 2021
£
(196,250)
14,889
(1,180)
740
875
28,826
(152,100)
2021
£
1,238,767		 2020
£
(106,380)
18,901
(5,446)
(11,070)
5,745
(11,470)
(109,720)
2020
£
1,394,496

NOTES TO THE FINANCIAL STATEMENTS

1. Accounting policies

a) Basis of preparation of the accounts

The financial statements have been prepared under the historical cost convention, with the exception of the investments which are held at market value, and in accordance with applicable Accounting Standards in the United Kingdom, the Statement of Recommended Practice (SORP) FRS102 "Accounting and Reporting by Charities", the Charities Act 2011 and the Charities and Trustee Investment (Scotland) Act 2005 and UK Generally Accepted Practice.

Horatio's Garden meets the definition of a public benefit entity under FRS 102. There are no material uncertainties about the charity’s ability to continue as a going concern.

b) Group accounts

The group financial statements consolidate the financial statements of the Charity and its subsidiary for the year ended 30 April. The statement of financial activities (SOFA) and the balance sheet consolidate the financial statements on a line by line basis where appropriate. Details concerning the subsidiary company, along with its results and financial position are set out in note 12. A separate Statement of Financial Activities for the charity is not presented as the Trustees do not believe it to be a material value to the users of the accounts. Details of the charity’s income and expenditure can be seen in note 16.

c)

Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

d) Income

Donations and grants are recognised where there is entitlement, probability of receipt and where the amount can be measured with sufficient reliability.

Income generated from fundraising events is recognised when earned.

Donated goods or services are included in the Statement of Financial Activities as both income and expenditure at a value estimated by the Trustees based on their value to the charity.

e) Expenditure

Expenditure is included in the Statement of Financial Activities on an accruals basis, inclusive of VAT that cannot be recovered.

Fundraising costs are those incurred in attracting donations, costs of events and sales of merchandise. Costs incurred directly in relation to the charitable activities are allocated to those activities as they fall due.

Support costs are those incurred directly in support of expenditure on the objects of the charity and are allocated on the basis of time spent.

f) Stock

Stock of merchandise is valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow-moving items. All stock is now purchased by the trading company Horatio’s Garden Shop Limited.

47

48

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

FOR THE YEAR ENDED 30 APRIL 2021

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2021

1. Accounting policies (continued)

g) Tangible fixed assets and depreciation The cost of tangible fixed assets is their purchase cost together with any incidental costs of acquisition. Items are capitalised when they cost over £1000 and have ongoing value in use to the charity. Depreciation is calculated to write down the cost less estimated residual value of all tangible fixed assets by equal annual instalments over their expected useful lives. The rate applicable is:

Garden and office equipment: 4 years straight line

Structures built on land where the charity has no security of tenure are expensed in the year of construction.

h) Debtors

Debtors are measured at their recoverable amount.

i) Creditors and provisions

Creditors and provisions are recognised where there is a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

j) Financial instruments

The group has financial assets and liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

k) Fund accounting Unrestricted funds are general funds that are available for use at the Trustees’ discretion in the furtherance of the objectives of the charity. Designated funds are those funds which the Trustees have set aside from general funds for the benefit of a particular project.

NOTES TO THE FINANCIAL STATEMENTS

----- Start of picture text -----
2. Donations and legacies Total Total
Unrestricted Restricted 2021 2020
£ £ £ £
Donations from individuals 210,807 312,839 523,646 411,101
Legacies 16,845 500 17,345 -
Donations from trusts and foundations 148,266 923,973 1,072,239 1,187,687
Raffle and auction income - - - 21,016
Gifts in kind - - - -
Job retention scheme grants 4,841 7,870 12,711
380,759 1,245,182 1,625,941 1,619,804
3. Trading activities Total Total
Unrestricted Restricted 2021 2020
£ £ £ £
-
Shop income 57,333 57,333 68,891
Sponsorship 2,620 655 3,275 57,458
Events income 25,445 2,287 27,732 58,060
85,398 2,942 88,340 184,409
4. Investment income Total Total
Unrestricted Restricted 2021 2020
£ £ £ £
Bank interest 1,180 - 1,180 5,446
1,180 - 1,180 5,446
----- End of picture text -----

Restricted funds are those donated, or raised, for use in a particular area or for a specific purpose. Purchases of fixed assets with restricted funds are deemed to be satisfied once the purchase has taken place and therefore these restricted fund balances are released to unrestricted general funds unless the restriction is deemed to be on a permanent basis.

49

50

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2021

----- Start of picture text -----
5. Charitable activities - expenditure Fundraising Direct Support Total Total
costs costs costs 2021 2020
£ £ £ £ £
Horatio's Garden Shop
Shop purchases 31,895 - - 31,895 33,833
Shop running costs 8,362 - - 8,362 20,585
40,257 - - 40,257 54,418
Salisbury Garden
Fundraising costs 7,846 - - 7,846 21,746
Garden design and build - - 21,866
Garden maintenance & running costs - 34,086 - 34,086 48,235
Management, admin and support - 1,136 7,544 8,680 25,304
7,846 35,222 7,544 50,612 117,151
Scotland Garden
Fundraising costs 12,176 - - 12,176 20,500
Garden design and build - 62,917 - 62,917 4,963
Garden maintenance & running costs - 43,747 - 43,747 54,359
Management, admin and support - 8,489 7,544 16,033 25,304
12,176 115,153 7,544 134,873 105,126
Stoke Mandeville
Fundraising costs 19,867 - - 19,867 43,337
Garden design and build - (18,084) - (18,084) 53,867
Garden maintenance & running costs - 42,824 - 42,824 56,798
Management, admin and support - 4,054 9,053 13,107 37,956
19,867 28,794 9,053 57,714 191,958
Oswestry
Fundraising costs 9,683 - - 9,683 7,134
Garden design and build - 29,590 - 29,590 552,545
Garden maintenance & running costs - 48,162 - 48,162 41,103
Management, admin and support - 1,652 9,053 10,705 50,608
9,683 79,404 9,053 98,140 651,390
London
Fundraising costs 10,611 - - 10,611 71,234
Garden design and build - 1,030,377 - 1,030,377 521,293
Garden maintenance & running costs 35,125 35,125
Management, admin and support - 4,697 9,053 13,750 75,912
10,611 1,070,199 9,053 1,089,863 668,439
Cardiff
Fundraising costs 50,694 50,694 23,295
Garden design and build 138,249 138,249 29,858
Garden maintenance & running costs 134 134
Management, admin and support 2,730 12,071 14,801 12,652
50,694 141,113 12,071 203,878 65,805
Restricted Core Grants
Fundraising costs 18,230 18,230 -
Management, admin and support 4,955 168,559 173,514 -
18,230 4,955 168,559 191,744 -
Support
Management, admin and support 35,553 3,042 6,035 44,630 61,752
35,553 3,042 6,035 44,630 61,752
204,917 1,477,882 228,912 1,911,711 1,916,039
----- End of picture text -----*

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 APRIL 2021

----- Start of picture text -----
6. Support costs 2021 2020
£ £
Wages and staff contractors 141,129 114,085
PR and advertising 5,776 13,690
Rent and rates 23,383 22,563
Administration costs 40,730 54,974
Travel 214 18,877
Insurance 8,705 5,196
Audit and accountancy fees 3,100 3,096
Legal fees 2,172 960
Donations to other charities - 596
Depreciation 3,703 18,902
228,912 252,938
7. Net income/(expenditure) Total Total
2021 2020
This is stated after charging: £ £
Depreciation 14,889 18,902
Operating lease rentals 18,840 15,700
Auditors' remuneration:
- audit 3,100 3,096
- non-audit - -
8. Staff costs and numbers 2021 2020
£ £
Wages and salaries 408,927 333,552
Social security costs 27,162 23,570
Employer's pension contributions 10,305 8,305
446,394 365,427
Freelance and sub contractor costs 6,452 18,393
452,846 383,820
The average number of people employed, including part-time staff: 2021 2020
No. No.
20 17
----- End of picture text -----

During the period under review the key management personnel, as listed on the information page, received remuneration and pension benefits of £97,908 (2020: £50,134).

note 6

work. A new supplier will complete this work in 2021/22.

51

52

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

FOR THE YEAR ENDED 30 APRIL 2021

NOTES TO THE FINANCIAL STATEMENTS

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 APRIL 2021

9. Trustees expenses and remuneration

Trustees are not remunerated. £4,224 of charity expenses were reimbursed to one trustee during the year (2020: £4,497 to three trustees).

10. Taxation

The charitable incorporated organisation is registered as a charity under the Charities Act 2011 and as such is entitled to the exemptions under Income and Corporation Taxes Act 1988.

11.
Tangible fixed assets
Cost
At 1 May 2020
Additions
Disposals
At 30 April 2021.
Depreciation
At 1 May 2020
Charge for the year
Eliminated on disposals
At 30 April 2021
Net book value
At 30 April 2021
At 30 April 2020		 Office
equipment
19,523
1,952
-
21,475
10,134
4,028
-
14,162
7,313
9,389		 Garden
equipment
£
138,368
2,857
-
141,225
116,509
10,861
-
127,370
13,855
21,859		 Total
£
157,891
4,809
-
162,700
126,643
14,889
-
141,532
21,168
31,248
Group &
charity

13. Debtors

Trade debtors
Gift aid receivable
Amount due from trading subsidiary
Prepayments and accrued income		 2021
2020
£
£
10,825
27,673
3,770
8,698
-
-
128,181
107,280
142,776
143,651
Consolidated		 2021
2020
£
£
10,825
27,673
3,770
8,698
33,240
29,521
128,081
106,495
175,916
172,387
Charity

Included in the amounts due from the trading company is a loan of £29,000. This loan is subject to interest of 1% above the base rate.

14. Creditors: amounts due within one year

Trade creditors
Other taxation and social security
Accruals and deferred income
Amount due to trading subsidiary		 2021
2020
£
£
34,997
50,848
6,033
9,481
63,171
15,046
104,201
75,375
Consolidated		 2021
2020
£
£
34,997
50,848
6,033
9,481
61,557
14,155
419
103,006
74,484
Charity

15. Analysis of net assets between funds

12. Investments

The charity has a subsidiary company, Horatio’s Garden Shop Limited. Horatio’s Garden Shop Limited is a UK company limited by guarantee, not having share capital, registered in England and Wales with the company number 08796025. The charity is the sole member of the company and therefore controls the activities of the company. The company runs the shop and fundraising events on behalf of the charity.

Unrestricted funds
Net assets at the end of the year
Restricted funds
Designated funds		 Fixed
assets
£
21,168
-
-
21,168		 Net current
assets
£
565,513
144,523
607,657
1,317,693		 Total
£
586,681
144,523
607,657
1,338,861

A summary of the subsidiary undertaking’s results for the year is given below:

Comparative statement of funds for the year ended 30 April 2020:

Gross income
Gross expenditure (excluding gift aid donation)
Surplus for the year gift aided to parent charity		 2021
£
59,356
(42,258)
17,098		 2020
£
68,891
(54,708)
14,183

At 30 April 2021 the company had net assets of £17,098 (2020: £14,183).

Unrestricted funds
Net assets at the end of the year
Designated funds
Restricted funds		 Fixed
assets
£
31,248
-
-
31,917		 Net current
assets
£
345,984
372,343
785,536
1,503,863		 Total
£
377,232
372,343
785,536
1,535,111

53

54

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2021

16. Statement of funds

Balance at
1.05.20
£
Unrestricted funds:
362,759
14,473
377,232
-
10,000
1,523
-
310,820
50,000
-
372,343
-
122,403
-
-
598,624
64,509
-
-
785,536
1,535,111
Balance at
1.05.20
£
-
132,403
1,523
-
909,444
114,509
-
-
377,232
1,535,111
Salisbury Garden
Scotland Garden
Stoke Mandeville Garden
Restricted funds:
Oswestry Garden
Restricted Core Funding
London Garden
Cardiff Garden
Designated funds:
Trading subsidiary funds
General charity funds
Summary of funds by garden:
Salisbury Garden
Scotland Garden
Oswestry Garden
London Garden
Cardiff Garden
Stoke Mandeville Garden
Restricted Core Funding
N Ireland Garden
Restricted Core Funding
Other funds
Salisbury Garden
Scotland Garden
Stoke Mandeville Garden
Oswestry Garden
London Garden
Cardiff Garden
N Ireland Garden		 Incoming
resources
£
410,004
57,333
467,337
-
-
-
-
-
-
-
-
70,580
132,854
87,257
93,646
100,182
557,702
5,343
200,560
1,248,124
1,715,461
Incoming
resources
£
70,580
132,854
87,257
93,646
100,182
557,702
5,343
200,560
467,337
1,715,461		 Outgoing
resources
£
(44,630)
(40,258)
(84,888)
-
-
-
-
-
-
-
-
(50,612)
(134,873)
(57,714)
(98,140)
(1,089,863)
(203,878)
-
(191,743)
(1,826,823)
(1,911,711)
Outgoing
resources
£
(50,612)
(134,873)
(57,714)
(98,140)
(1,089,863)
(203,878)
(191,743)
(84,888)
(1,911,711)		 Transfers
to/(from)
£
(158,817)
(14,183)
(173,000)
-
-
-
-
(310,820)
83,000
-
(227,820)
-
-
-
5,000
395,820
-
-
-
400,820
-
Transfers
to/(from)
£
-
-
-
5,000
85,000
83,000
-
(173,000)
-		 Balance at
30.04.21
£
569,316
17,365
586,681
-
10,000
1,523
-
-
133,000
-
144,523
19,968
120,384
29,543
506
4,763
418,333
5,343
8,817
607,657
1,338,861
Balance at
30.04.21
£
19,968
130,384
31,066
506
4,763
551,333
5,343
8,817
586,681
1,338,861

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 APRIL 2021

16. Statement of funds (continued)

Unrestricted funds:
Oswestry Garden
London Garden
Cardiff Garden
Future developments
Other funds
Oswestry Garden
Future developments
Scotland Garden
Stoke Mandeville Garden
Restricted funds:
Salisbury Garden
Stoke Mandeville Garden
Oswestry Garden
London Garden
Cardiff Garden
General charity funds
Trading subsidiary funds
Designated funds:
Salisbury Garden
Scotland Garden
Scotland Garden
Stoke Mandeville Garden
London Garden
Cardiff Garden
Salary Grant
Summary of funds by garden:
Salisbury Garden		 Balance at
1.05.19
£
248,274
-
248,274
10,000
10,000
100,000
400,000
100,000
50,000
-
670,000
-
57,559
-
36,765
628,893
-
-
723,217
1,641,491
Balance at
1.05.19
£
10,000
67,559
100,000
436,765
728,893
50,000
-
248,274
1,641,491		 Incoming
resources
£
522,316
68,891
591,207
-
-
-
-
-
-
-
-
105,220
169,970
93,481
44,747
638,170
130,314
36,550
1,218,452
1,809,659
Incoming
resources
£
105,220
169,970
93,481
44,747
638,170
130,314
-
627,757
1,809,659		 Outgoing
resources
£
(25,202)
(54,418)
(79,620)
(11,931)
-
(98,477)
(569,878)
-
-
-
680,286
-
(105,220)
(105,126)
(93,481)
(81,512)
(668,439)
(65,805)
(36,550)
(1,156,133)
(1,916,039)
Outgoing
resources
£
(117,151)
(105,126)
(191,958)
(651,390)
(668,439)
(65,805)
-
(116,170)
(1,916,039)		 Transfers
to/(from)
£
(382,629)
-
(382,629)
1,931
-
-
169,878
210,820
-
-
382,629
-
-
-
-
-
-
-
-
-
Transfers
to/(from)
£
1,931
-
-
169,878
210,820
-
-
(382,629)
-		 Balance at
30.04.20
£
362,759
14,473
377,232
-
10,000
1,523
-
310,820
50,000
-
372,343
-
122,403
-
-
598,624
64,509
-
785,536
1,535,111
Balance at
30.04.20
£
-
132,403
1,523
-
909,444
114,509
-
377,232
1,535,111

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55

HORATIO’S GARDEN ANNUAL REPORT 2020-21

HORATIO’S GARDEN ANNUAL REPORT 2020-21

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2021

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2021

16. Statement of funds (continued)

20. Statement of financial activities - comparative balances as at 30 April 2020

Designated funds: these represent funds set side for future developments and on going garden running costs.

Restricted funds: funds are raised whilst gardens are in development and are restricted to funding the work at those specific locations once it begins. Funds relating to completed gardens represent funds rasied for ongoing garden running costs at those specific locations.

Transfers between funds: transfers to restricted funds represent the use of unrestricted funds to cover deficits on restricted projects.

17. Operating lease commitments

As at 30 April the charity and group had total future minimum lease payments under non-cancellable operating leases for equipment as follows:

Less than 1 year
Between 2 and 5 years		 2021
£
18,840
64,370
83,210		 2020
£
6,542
-
6,542

18. Future commitments

Expenditure for garden build authorised and contracted for but not provided for in the accounts amount to £259,305 for the Wales Garden(2020: £1,089,859 for the London Garden).

19. Related party transactions

Horatio’s Garden Shop Limited is a wholly owned subsidiary of the charity.

During the year to 30 April 2015 the charity loaned £29,000, with an interest rate of 1% above base rate, to the company for working capital. Interest of £290 (2020: £290) was charged in the year. This loan is repayable on demand. The transactions between the entities in the year are in relation to the interest on the loan noted above £290 (2020: £290), a management fee to the charity in connection with administration and stock control of £2,000 was charged (2020: £Nil) and gift aid payable of £14,183 (2020: £Nil due to change in accounting). Sales of £2,023 were made from the subsidiary for stock used by the charity(2020: £Nil). At the year end the subsidiary owed the charity a total of £32,820 (2020: £29,521) which included the loan.

Income and expenditure
INCOME AND ENDOWMENTS FROM:
TOTAL FUNDS CARRIED FORWARD
Total income
Transfers between funds
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total funds brought forward
NET INCOME/(EXPENDITURE)
Donations and legacies
Total expenditure
EXPENDITURE ON:
Raising funds
Charitable activities
Trading activities
Investment income		 Unrestricted
£
449,676
136,085
5,446
591,207
104,889
655,017
759,906
(168,699)
-
(168,699)
918,274
749,575		 Restricted
£
1,170,128
48,324
-
1,218,452
155,108
1,001,025
1,156,133
62,319
-
62,319
723,217
785,536		 2020
Total
£
1,619,804
184,409
5,446
1,809,659
259,997
1,656,042
1,916,039
(106,380)
-
(106,380)
1,641,491
1,535,111

The trustees have made donations, individually or through charitable trusts controlled by the trustees, to the charity during the year £8,266 (2020: £57,232).

There are no other related party transactions (2020: none).

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Registered Address: Horatio’s Garden, 2 Throope Down Office, Blandford Road, Coombe Bissett, Salisbury, SP5 4LN Tel: 01722 326834 | info@horatiosgarden.org.uk | www.horatiosgarden.org.uk