CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From January 2023 To December 2023 Charty name: The Northumbria Gardens Trust Charity reglstratlon number: 1187196 Objectives and Activlties SORP reference Summary of the purposes of the chlty as set out in its governing document Para 1.17 l) To promote for the benefft of the public the cOnseadon. protection and improvement of the physicaj and natural environment of Northumbria, 2) To advance the education of the publlc on matters concerned with the heritage, protection, conservation and enhancement of histrjric parks, gardens and other designated landscapes of Northumbria. Summary of the main aclivities in relation to those purposes for the public benefft, in particular, the activities, projects or services identified In the accounts. ParA 1.17 and A programme of visits to hlstorlc designed landscapes in the region was successful held and the annual lecture in November was held in Newcasue. A smdl group of the trustees contlnued to respond to the weekly planning lists circulated by The Gardens Trust, which were scanned and applicalions likely to have an adverse impact on historic designed landscapes in the Northumbria region were assessed and responded to via The Gardens Trust, the statutory consultee for Registered Parks and Gardens. as appropriate. Requests for information and 5UPPOrt recetved via the websile concemlng historic designed landscapes in Northumbria have been res onded to. The trustees have had regard to the guidance issued by the Charty Commission on public benefft. Statement confirming whether the trustees have had regard to the guidance issued by the Charity COMMs1on on public benefft Pwa 1.18
Additional inforniation (optional) You ma choose trj include fvrther statements where relevant about: SORP ielèrence No grants were made Para L Pollcy on grant making PwaL38 Policy on socia] investment including prograJn related investment The trustees continue to invest a considerable 3Jnount of time as volunteers to run the administration of The Northumbria Gardens Trust, organise a programme of events: and support The Gardens Trust as Ihe statLrtory consuttee for dl planning applicatons affecting Registered Parks and Gardens In the Northumbria re ion. Pwa 1.38 Contribulion made ty volunteers Other Achievements and Perfonnance SORP reference The AGM w&8 held at Alington House, Durham; the planned visits for the year were researched and deltvered and the Annual Lecture at the LIL & Phil. in Newcastle ail went ahead and were generajly well attended. These are the PTincipal benefits to the membership and attending non members. The trustees continued to run the administration of The Northumbria Gardens Trust and to plan for a programme of frjture events. The trustees continued to support The Gardens Trust as the sL*utory consultee for all planning applications affecting Registered Parks and Gardens in Northumbria reglon., scanning the weekly lists. assessing applications and providing research and local knowledge to The Gardens Trust Conservatton Tearn as appropriate. This is of benefft to socie as a whole in Sufflmary of the main achievements of the charty, Identifying the difference the charity's work has made to the circumstances of its beneficiaTies and any wider beneffts to society as a whole. Para L20
helping to conserve the region's designed landscapes. We have also been able to continue to respond to enquiries from the public about the conservation of designed landscapes in Northumbria Additional infomiats'on (optional) You ma choose to include further statements where relevant about: A full events programme, annual lecture and AGM was achieved and we were able to continue wtth the important conseNation role of supporting The Gardens Trust in its role as statutory consultee and to respond to enquiries from the public about the conservalion of deslgned landscapes in Northumbria. Achievements against objectives set Par& 1.41 No specific fijndraising activities were undertaken. The aim is to cover event costs if possible, with a modest charge to avoid drawing on the limited reserves. Perfurmance of fundraising activities against objectives set Para L41 Not applicable Investrnent performance agalnst obJe¢fves Partt 1.41 Other
Financial Review Review of the chaiity's financlal position at the end of the period Para 1.21 The funds in the Northumbria Gardens TTUSt Community Account increased during the period. The two main items of expendire were the Annuaj subscription and insurance payments to The GaTdens Trust and the cost of Roorn Hire for the annual lecture. The bank now charges for all transactions on the accounL Membership subscriptions were slighdy down, as were event costs. Outstanding membership payments were followed up thanks to the diligence of the Membershi Secre The Northumbria Gardens Trust Community Account maintains a modest balance which serves as a reserve against forihcoming expenditure (such as events costs and future Joumal production and circulalion costs. £3146 Statement explaning the policy for holding reserves sLating why they are held PWR L22 Amount of reserves held Reasons for holding zero reserves Details of fund materiatly in deficit ExplanaOn of any UncertntieS about the charity continuing as a going concern Para L22 Para 1.22 Para l.Z4 Pwa 1.23 Wrth no expendlture on a Journal in this period the increase in funds held during the period was modest There may be a future requirement for a review of the mernbership subscriptions (which we have thays tried to keep as low as possiNe) andlor a dre for addonal metnbers. A review of the calcLSlation ol the annual headage payment for subscriptr'ons to The Gden$ Trust was made and the appropriate insurance cover was undertaken. The cost of producing and distributing the occasional Journalwill also require review, The bank's decision to charge for di transactions on the account has resLJlted in an additional draw on funds but it conttnues to be feltthat attempting to change banks would involve a lot of additiond administration whlch we do not have the capacty to manage and could Tesult in1055 of member's subscriptions as existing Standing Ordeis Tnay not be amended. Additional information {optional) You ma choose to Include ftjrther statements where relevant about: Membership subscriptions ParaL47
The charty's principaj source5 of funds (including any fundraising) Investhient policy and objectives including any soctd investment policy adopted Para L46 The principal risk facing the chafity continues to be the difficulty of getting new trusteeslsupporters to take up the administration and governance of TNGT in the fvture. A description of the principal risks facing the charity Parn 1.46 Other
Funds held as custodian trustees on behalf of others Description of the assets nla held in this capacity Name and objects of the charity on whose behalf the assets are held and how this fdls wtthin the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional information (optiona Names and addresses of advisers (Optional Inlormatlon) Type of Name Address adviser Name of chlef executlve or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-dtsclosure of ke ersonnel details Other o tional infomiation
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity¥ trustees Full name(s) Henry John Hosford Beamish Position (eg Secretary, Chair. etc) Chair 30 June 2024
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