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THE LUTYENS TRUST (Registered Charity Number 326776)
ACCOUNTS AND REPORT OF
THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024
Hughes Spencer Ltd
12 Acorn Business Park Northarbour Road Portsmouth Hampshire, PO6 3TH
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THE LUTYENS TRUST
Report and Accounts For The Year Ended 31 March 2024
| Contents |
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| Trust Information | 3 | |
| Report of the Trustees | 5 | |
| Independent Examiner’s Report | 21 | |
| Statement of Financial Affairs | 22 | |
| Balance Sheet | 23 | |
| Notes to the Accounts | 24 |
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THE LUTYENS TRUST
Report and Accounts
For The Year Ended 31 March 2024
Charity Information
Principal Address:
Goddards Abinger Common Dorking Surrey RH5 6JH
Trustees and Officers
Clive Aslet Chairman (Trustee from 8/6/24) Charles Hind Vice Chairman (Chairman from 8/6/24)
Robbie Kerr (appointed 23/11/23) Trustee Rebecca Lilley (appointed 8/6/24) Trustee & Events Secretary Charles Lutyens Trustee & Honorary Treasurer Mark Lutyens Trustee Martin Lutyens Trustee Suzanne Marriott Trustee & General Counsel Stuart Martin (appointed 10/6/23) Trustee & Architectural Adviser
Trustee & Architectural Adviser
Dr Adam Menuge (resigned 20/2/24) Trustee Dr Mervyn Miller Trustee David Pittaway KC Trustee Prof Jane Ridley (resigned 19/11/23) Trustee Paul Waite Trustee & Chair of Events Sub-Committee
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Dr Cathryn Spence (resigned 26/4/24) Trust Manager Dr Deborah Mays (appointed 22/7/24) Director Claire Hill Goddards Secretary Russell Morris Architectural Adviser Rebecca Lilley Events Secretary Dominic Lutyens Newsletter Editor Richard Page Property Market Specialist Michael Barker (died August 2023) Representative in France Independent Examiners: Hughes Spencer Chartered Certified Accountants 12 Acorn Business Park Northarbour Road Portsmouth Hampshire, PO6 3TH Bankers: HSBC Bank plc 31 Holborn Circus London, EC1N 2HR General Counsel: Suzanne Marriott Charles Russell Speechlys LLP 5 Fleet Place London, EC4M 7RD
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THE LUTYENS TRUST
Report of the Trustees For The Year Ended 31 March 2024
The Trustees have pleasure in submitting their Annual Report and Independently Examined Accounts for the year ended 31 March 2024.
Status
The Lutyens Trust is a registered charity (No. 326776) and is governed by its Trust Deed.
Restrictions
There are no particular restrictions imposed by the Trust Deed concerning the way in which the Trust can operate.
Investment Powers
The Trustees have powers to invest the monies of the Trust in such investments, securities or property as may be thought fit.
Aims & Objectives of the Trust
The Lutyens Trust is an educational and conservation charitable trust with the following aims and objectives:
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To promote the permanent preservation for the benefit of the public generally of any buildings, gardens or objects designed by Sir Edwin Lutyens OM (including those gardens designed in partnership with Miss Gertrude Jekyll), both in the UK and abroad; and generally, to protect and preserve their existing character and amenities;
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To inform and educate the public about Lutyens's buildings, gardens and objects, so as to increase their appreciation and understanding of the architectural qualities involved.
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To provide information and support to owners of Lutyens’s buildings, both public and private, in relation to their conservation, restoration or maintenance; and
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To undertake and promote any form of research in connection with Lutyens's buildings, gardens and objects, and any other related matters; and to provide for the dissemination and publication of the results for the benefit of the public.
Financial Overview
The Trust aims to cover its regular operating costs through three main sources of income – subscriptions, events and unrestricted donations. While subscriptions at £12,931 were slightly down on the previous year, donations remained at a low level, although increasing marginally to £2,293. The net contribution of the Trust’s events increased significantly from £3,053 to £8,232 following a number of excellent well attended events. While providing educational value and benefit to both our members and the public, the financial contribution from the events is invaluable in enabling the Trust to carry out its mission. A small amount of income is also raised from book sales and image fees.
The regular operating costs include the Trust Manager’s fees, the Newsletter, the photo archive, insurances, Goddards costs, the independent review, bank and PayPal charges and sundry costs. These remain fairly constant from year to year. In the year ended Mar 31 2024, there were also costs of £6,483 for the consultancy Northstar hired by the Trust to help with the renewal of its website and the streamlining of its back office systems including management of the Trust’s membership. This project is ongoing and will be completed in the current year.
As a result there was a net Unrestricted Deficit of £11,109 for the year, reducing the Trust’s Unrestricted Funds to £99,874. The financial position of the Trust remains strong because of its heritage assets and the recent generous bequest of Julie North. Of the £80,000 donation made to the National Trust for maintenance and upkeep of Castle Drogo, reported in last year’s accounts, approximately £40,000 remains to be spent on projects to be agreed between the Trust and the National Trust.
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Donations
The Trustees wish to express their thanks to all donors who kindly made donations during the year. These donations, totalling £2,293, are invaluable in enabling the Trust to thrive and continue its work.
Activities and Achievements
The Trust’s core activities during the year consisted of casework, events for members and nonmembers, production of the newsletter, continuing development of the Gazetteer of all Lutyens’s known works, website renewal and membership drive. A very successful trip was made to Spain in May / June 2023 (see below) and a Study Day in early March 2024 where we collaborated with partners from Surrey Gardens Trust and the National Trust.
The Trustees and committee members continued their efforts to ensure that the Trust would continue to meet its objectives in response to challenges and opportunities arising from changing technology. Development of the Gazetteer of all Lutyens’s known works continued in collaboration with Lutyens Trust America. The Photographic Archive continued to prove an important resource for the Trust in furthering its objectives of protecting and promoting Lutyens’s works. The number of requests for photographs from the collection to be used for commercial, charitable and educational purposes, and across a wide range of media increased. This increase is mainly due to a new publication by Clive Aslet about Edwin Lutyens. The archive, however, remains invaluable for providing the necessary illustrations for the Gazetteer. It is hoped that this online resource may stimulate more commercial requests for images and thereby support the Trust’s core funding.
The Trust also handled a stream of enquiries, which were fielded and passed on as appropriate by the Trust Manager. The trend of public enquiries seeking attribution of their properties, furniture and tombstones to Lutyens continued. The Trust Manager contacted all the separate dioceses asking them to be in touch if works to a Lutyens memorial was planned. This initiative has already resulted in positive intervention and advice from the Trust’s two main caseworkers. Membership and event enquiries were also dealt with by the Trust Manager.
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Governance and Public Benefit
The Trustees held three board meetings during the year, covering a range of financial, operational and compliance matters. In accordance with the duty set out in Section 4 of the Charities Act 2006, the Trustees pay special attention to the Charity Commission’s General Guidance on Public Benefit when reviewing their aims and objectives and in planning their future activities; the focus is on ensuring that these aims, objectives, and activities keep pace with a changing world.
In terms of public benefit, the work of The Lutyens Trust continued to focus on the conservation, study, and understanding of the wide-ranging contribution made by Sir Edwin Lutyens to the architectural heritage of the United Kingdom and other countries, for present and future generations. This work extended not only to the United Kingdom, but also included the Trust’s joint venture with the INTACH Delhi Chapter in relation to New Delhi; liaison with the Commonwealth War Graves Commission and others in respect of the Lutyens memorials and cemeteries in France and Belgium, and liaison with the Lutyens Trust America, which was “formed to promote the appreciation and knowledge of the work of Sir Edwin Lutyens”.
The casework carried out by Russell Morris and Stuart Martin, the Trust’s Architectural Advisers, with the assistance of committee members and trustees, is fundamental to the objectives of the Trust and is of clear public benefit. It is the process by which the Trust examines planning applications and related matters, liaising with property owners, public authorities, Historic England and the amenity societies to ensure that conservation and necessary modernisation of Lutyens’s work is sensitively carried out while helping to forestall inappropriate alterations and development. Likewise, the study visits organised for members to see and study buildings designed by Sir Edwin and his contemporaries, contribute materially to the public benefit, as does the vigilance of the members themselves in noting and reporting actual and potential threats to Lutyens buildings.
The Goddards Study Week (see below) was attended by the Society for the Protection of Ancient Buildings (SPAB) scholars and Lutyens Trust members, with members of the public invited to visit the house and garden in a series of organised group tours.
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In the course of the year the seminal Lutyens country house, Munstead Wood, came onto the market. The home of his mentor Gertrude Jekyll, it was here that Lutyens developed his first style, based on the Surrey vernacular. The house had been well looked after by Sir Robert and Lady Clark, its previous owners, and they had restored the garden, allowing generous access to the public. At their death, however, it was feared that the house might be acquired by a private individual who might not have been so sharing or maintained such an interest in the garden. The Lutyens Trust was instrumental in bringing this to the attention of the National Trust and campaigning on the house’s behalf. It has now been acquired by the National Trust.
Furthermore, the Lutyens Trust responded to numerous enquiries from the public relating to Sir Edwin’s buildings and memorials. Progress continued in cataloguing and improving the accessibility of the Trust’s increasing archive of images and papers relating to Sir Edwin’s life work, for the benefit of members, of the architectural profession, of students and of the wider public.
The Hanson Archive comprises the contemporary architectural collection of the late property writer and author, Michael Hanson (1936-2015), now housed at the Goddards library, Surrey. The archive consists of an accumulation of Hanson’s research, both personal and collected, relating to the architecture and life of Sir Edwin Lutyens. A grant in 2019 has supported the organisation and cataloguing of this archive. There are over 120 boxes of papers, which have been divided by county. The papers contained in these boxes consist of Hanson’s research and collected information on any house/building/monument either built/restored or connected with Lutyens in any way. These include original photographs, press cuttings, letters (to and from MH), handwritten notes from Michael Hanson’s visits to various properties, sales particulars of properties, various research on people connected to Lutyens or his houses, etc. The archive also contains boxes of slides which need to be digitised.
In 2021 three student archivists were brought in to catalogue the archive and were paid a stipend and their travel expenses. By 2022, due to other commitments, only Eleanor Stephenson remained working on the archive. Eleanor completed the cataloguing in March 2023. All the material has been catalogued on an excel spreadsheet. The data is divided by the names of the box files, usually by county, and then organised by project, followed by a brief
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description of the contents. It is hoped that Eleanor’s Hanson database will be linked to the Gazetteer for wider public benefit.
The slide collection has proved more problematic. Many of them are too thick for an average slide scanner. There are about 3,325 slides left to digitise.
For all of this work, the Trustees and committee members give their services for no personal gain.
Patrons, Trustees and Director
Stuart Martin, an architect and long-term supporter and committee member, was elected as a trustee on 10 June 2023. Jane Ridley retired as a trustee but has continued her involvement by becoming a patron. The Trustees wish to acknowledge and thank Jane for her long service. Robbie Kerr, an architect, long-term supporter and committee member, was elected as a trustee on 14 November 2023. Dr Adam Menuge resigned in February 2024 due to his other commitments preventing him from dedicating enough time to be an active trustee of the Lutyens Trust. Rebecca Lilley, a long-term supporter of the Trust and secretary of the Events Committee, was elected as a trustee on 8 June 2024.
Dr Cathryn Spence resigned as Trust Manager in February 2024, effective from 26 April 2024. The Trustees place on record their appreciation of her contribution during her tenure. The Trustees are delighted that Dr Deborah Mays has taken up the role of Director of the Trust. Deborah is a heritage professional with long-standing experience of assessing significance, managing policies and heritage conservation. She has served as Assistant Secretary at the Royal Incorporation of Architects in Scotland, Director at Historic Scotland, latterly Head of Listing at Historic England and she also runs her own consultancy.
Clive Aslet stood down as Chairman in June 2024, to be succeeded by Charles Hind. Report of the considerable thanks given and warm welcome extended respectively for these chairmen will be noted in the minutes of the relevant year.
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Snowdrop Cottage Bequest
As reported in last year’s annual report and accounts, the Trust benefited from a bequest of Snowdrop Cottage from Julie North, a longstanding Lutyens Trust member who died in August 2020.
Of the sale proceeds from the cottage the Trust allocated £80,000 to the National Trust for the purpose of upkeep and maintenance of Castle Drogo as well as to provide for an annual Lutyens Trust day at Castle Drogo. The remaining £53,025 was retained by the Lutyens Trust.
The Trust has passed £40,000 of the allocated funds to the National Trust for restoration of Thomas Casson Positive Organ at Castle Drogo. This work has been completed but some difficulties arose while the organ settled back. The original event to mark the organ’s restoration for September 2023 had to be delayed. It is hoped that the celebration will now happen in May 2024.
The Lutyens Trust have asked the National Trust for details and costings for another project that the remaining allocated legacy could be put towards. A number of worthy projects at Castle Drogo are being considered in respect of the remainder of the gift, such as the restoration of the portcullis, an annual research placement, and the digitisation of Lutyens’s drawings and correspondence.
Membership
During the year 2023-24 the Trust gained 50 new memberships (of which 4 were complimentary for SPAB scholars), 17 single, 13 joint (26 people), 1 corporate and 2 under-30 members.
In the same period all non-payers were contacted by email and then by letter to encourage them to continue their support. A decision was made to remove members who had not responded by the end of October. It was sadly apparent that a number of our long-term members had died or moved into care homes. 23 joint, 35 single, 3 corporate, 1 under-30 and 4 SPAB members were removed. Many of these lapsed memberships had been carried over from a few years, so while this appears a dramatic loss to numbers, it does not effective our income.
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At 31 March 2024, the total number of active members was 534 members. This consisted of 194 single, 9 under-30, 145 joint (290 people), and 7 corporate. In addition, there are 23 members who were exempt from payment of a subscription (Trust patrons, three paid-for-life members, head gardeners at Lutyens properties, and others to whom the Trustees had awarded honorary memberships). There are also 11 SPAB scholar members, who receive free membership for 3 years after attending Goddards Week.
In summary, despite the overhaul of our membership and deletion of any non-payers, our membership is actually almost 100 individuals stronger.
Events Committee
After a number of successful and well received events in 2022-23 the Event’s Committee felt confident to expand our offer. The range was welcomed, but rising costs priced some activities out of reach for some members. Since Covid there is an expectation that lectures and study days should also be offered on-line. The additional cost does not always make this feasible. However, the lower than expected turn out to Charles Holland’s lecture has shown us that the investment does need to be factored in. The following events were held in 2023-24:
th th • 27 May – 4 June Architectural Tour of Madrid, Spain. This well attended tour explored Lutyens’s lesser-known connections with Spain. Thanks to Lutyens’s close friendship with Hernando Fitz-James Stuart y Falcó, the 18th Duke of Peñaranda de Duero, he secured several Spanish commissions, although most weren’t built due to unforeseen circumstances – chiefly civil unrest and financial uncertainty before and during the Spanish Civil War. The Trust’s tour took in the El Escorial palace not too far from Madrid and La Ventosilla where Lutyens designed a palace for the Duke and Duchess of Santoña. Another highlight was El Guadalperal where Lutyens, planned to build a large country house (only outbuildings remain). Trust members also spent time in Madrid, visiting the Palacio de Buena Vista, the Residencia de Estudiantes and experienced a wonderful personal guided tour of the Palacio de Oriente (also known as the Royal Palace), courtesy of King Felipe VI.
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• 14 June – the Goddards Study Day (see below): a lecture on Lutyens’ butterfly-plan houses by Paul Waite and a visit to The Dutch House (1901).
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• 13 August – Summer Luncheon at New Place Hotel, Hampshire. Our inaugural Summer Luncheon was attended by 30 members. New Place was designed by Lutyens in 1904 for Ms A S Franklyn.
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• 18 November – Walking tour from Trafalgar Square to St. Paul’s Cathedral
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• 2 December – Christmas Lunch at the Bloomsbury Hotel
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• 4 March – 40 Anniversary Lecture, Charles Holland on Edwin Lutyens as an unlikely avant-garde architect.
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• 9 March – Nedi & Bumps: a Creative Alliance. Gertrude Jekyll and Edwin Lutyens Study Day, in person and on-line. This was organised in association with colleagues from Surrey Gardens Trust and the National Trust. Speakers included garden historians, curators, gardeners and owners of Lutyens properties.
Online webinars (in association with Lutyens Trust America) were also organised throughout the year, the webinars in 2023-24 included:
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‘Lutyens and the Australian Memorial at Villers-Bretonneus’, with Jon Gedling and Candia Lutyens
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‘Edwin Lutyens & Garden Design: An Exploration of Hestercombe’, with Claire Greenslade
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‘Edwin Lutyens and Runnymede’, with Anthony Barnes, David Andreozzi and Robin Prater
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‘Construction Drawings and Edwin Lutyens’. With Richard Hayes and David Andreozzi
The online lectures and webinars are free and open to all. All are available to watch on YouTube or on the Trust’s website.
Goddards Study Week
The annual Goddards Study Week took place from 10th – 16th June to 2023. The week included the Goddards Study Day on 14th June, which was centred around a lecture on Lutyens’ butterfly-plan houses and included a visit to The Dutch House at Holmwood.
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Four scholars from SPAB stayed at Goddards to study the design and fabric of the building and to participate in the study day.
Thirty-two members of the Voysey Society visited, as well as 30 from the Dorking Local History Group and a further 30 from the RAC Gardening Group. All had tours and refreshments. The Arts and Crafts Movement in Surrey returned for their annual study day.
Photographic Archive
The Trust continued to receive a number of requests for image rights from commercial, educational and charitable organisations.
Anyone seeking permission to use any of the images included in these exhibitions or on our website should contact The Trust via the website www.lutyenstrust.org.uk.
During the year, the Archive was used in the following ways:
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The Trust’s Architectural Advisers referred to the Archive in connection with their casework activities.
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Images from the Archive were used for a number of lectures given by Trust colleagues, to illustrate articles in the newsletters and for the Trust's social media platforms.
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Images from the Archive were used extensively for the Gazetteer project.
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A number of requests for use of the Archive’s images were received from educational and cultural organisations. When received, these requests are carefully assessed to ensure that only those with a genuine intent to promote and protect the works of Sir Edwin Lutyens are granted access to images.
The Photographic Archive, which now contains some 32,000 images, is maintained by the Trust Manager and volunteers. During the year they continued work on cataloguing the collection, handling new accessions, high-quality scanning and digitally restoring prints and carrying out various administrative tasks including those relating to documentation and copyright matters. For example, photographers were re-contacted to update their copyright permissions to include the online Gazetteer.
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Casework
The Trust’s Architectural Advisers (Russell Morris and Stuart Martin), working with the trustees and members, consulted on a number of architecture and planning issues relating to the buildings during the year, including:
East Lodge, Gledstone Hall, Skipton
Terrace: We were alerted to the recent unlawful installation of paving and low terrace walling at one of the pair of lodges fronting Gledstone Hall. North Yorks Council intervened but the owners submitted a retrospective planning application for retention of the development. Permission was refused and an appeal was lodged with the Planning Inspectorate. The appeal was firmly rejected.
Garden Room: Whilst researching the above, Russell Morris noted that a planning application had been submitted last August, for a detached garden room/home office to the rear of the same lodge. The application does not yet appear to have been determined. The proposal is, in essence, a flat roofed box clad in composite grey planks and with solar panels on the roof. It would be largely concealed by tall garden walls from the main approach to Gledstone Hall, but may be glimpsed in views from the Hall and in the wider backstage setting. Historic England and the Council's own heritage consultant have raised concerns, including the risk of the structure being constructed slightly taller and becoming visible above the existing screen wall.
We have requested further information on the current status of the application and raised a provisional objection endorsing the views of Historic England and the Council’s heritage consultant.
Reference: North Yorks Council (Skipton area): ZA23/25276/HH Status: Pending
Tomb of Viscount Milner, Salehurst, East Sussex
The tomb is listed grade II but enjoys Ecclesiastical Exemption from listed building control by the local planning authority (Rother District Council). The listed building authority is, in effect, the Diocese of Chichester to whom the applicant must apply for a faculty.
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It is proposed to add an extra inscription to commemorate a family member. In itself this would not be objectionable, but the proposal included refacing and re-carving the existing lettering on a stone panel. The Diocesan Advisory Committee (DAC) had supported the proposal. Peter Payne has inspected and photographed on behalf of the LT and David Pittaway and Stuart Martin raised formal concerns with the Diocese. The Church Buildings Council also raised concerns. As a result, the applicant family has agreed to carve the additional inscription on an existing blank panel.
Reference: Diocese of Chichester: Faculty number 1636. Status: Satisfactory revision to the proposal.
The Clockhouse, Great Maytham, Kent TN17 4NE
A potential purchaser (and LT member) has raised concerns about proposals to erect a modern automatic barrier adjacent to The Clockhouse. (We assume this to be the gatehouse to Great Maytham). Such a development within the curtilage of a listed building would need planning permission. (Listed building consent would not be required unless attached to a listed building.) Russell Morris has checked the Ashford Borough Council planning register and can find no current permission or application.
We need to discover the root source of the information and know more about what is proposed. However, it seems to be a development to which we would be likely to raise objection.
Forest House, Hartfield, East Sussex
Proposal to extend existing sand school from 40 to 60m length. It will be surrounded by a traditional rural post and rail fence. It is 70m, and largely concealed by vegetation, from the house and will not be prominent in any important views.
Reference: Wealden District Council WD/2023/2111/F Status: Approved 6 December 2023
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Replace existing group of stable buildings with new U-shaped stable block. The stables are stated to be of shiplap boarding above a brick plinth. The roof will be of tiles to match those of the house. The present collection of buildings is unattractive and their replacement, though larger, may be considered an improvement. The site is separated from Forest House by a belt of trees and will not be prominent in any important views.
Reference: Wealden District Council WD/2023/2316/F
Status: Approved 30 November 2023
Both the above proposed developments are discreetly located and would have minimal effect on the setting of Forest House or on its outward views. We did not consider any representations necessary.
Millmead, Bramley
Recently sold. A listed building application has been submitted. This concerns mainly repair, and upgrading bathrooms, removal of modern parquet floor, demolition of modern attached garage and a new kitchen window. The proposals are generally welcome, but the new kitchen window is shown to be 24mm sealed unit double glazing with stuck-on lead strips. We doubt whether double glazing of just this one window would contribute much to energy conservation. It might, though, be a precedent for upgrading all other windows in this or other Waverley houses. Secondary glazing, which is readily reversible, would be acceptable. Comments have been submitted to Waverley. Reference: Waverley Borough Council WA/2023/00290 Status: Granted 25 January 2024
India
The Trust’s JV partner in India, the INTACH Delhi Chapter, reports for the year as follows on the latest developments in the Capital:
The Central Vista Redevelopment project is proceeding inexorably in accordance with the government's contentious original plan. However, well-reasoned protests on the digital platforms continue to highlight the many dimensions of its folly.
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The new Parliament building has been completed and is now functional; three of the proposed ten new secretariat buildings are nearing completion on the plot on which the Indira Gandhi National Centre of the Arts was functioning; the Prime Minister's new residential and office complex is under construction adjacent to South Block; and the Vice President's residence and office complex is nearing completion adjacent to North Block: there is still no public information available about these projects. There is also no public access to the new Parliament building to enable them to assess what the new Parliament building has accomplished. There have been several complaints by Parliamentarians about functional issues and the media has reported that there was considerable leakage of rainwater during the recent monsoons in the areas they have had access to. The general opinion is that these problems are the result of inadequate planning and hasty construction.
There are rumours that the process of vacating the National Museum has commenced and that the Government has signed an agreement with the Louvre Museum, Paris, for advice on reinstalling the artifacts in the North and South Blocks, which are proposed to be vacated by the Ministries when the construction of the new Secretariat buildings is completed. The public has only opaque ideas about the nature of the government's intent to relocate the National Museum, because even in response to a pointed question in the Parliament, it made an ambiguous statement that the existing building is not being demolished, which has only compounded the prevailing confusion about the future of the National Museum and its invaluable collection.
In the meantime, INTACH's engagement with Rashtrapati Bhawan continues, though the works being undertaken are episodic and in response to contingent needs defined by the President's Secretariat. On the Estate, however, two projects, which were envisioned by the new President, are being implemented by the Central Public Works Department (CPWD) under the notional oversight of INTACH. First, is the construction of a new Tribal Museum, on the Schedule B Axis, adjacent to the recently built museum showcasing the Presidents of India, after demolishing old Servant's Quarters; the second, is a new garden north of the formal Mughal Gardens (now renamed Amrit Udyan) with a "Babbling Stream" as its main feature; it will replace an incongruous Musical Fountain that was built about twenty years ago.
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President Droupadi Murmu has recently changed the names of Rashtrapati Bhawan’s halls (July 25, 2024). Durbar Hall has become “Ganatantra Mandap” and Ashok Hall is now “Ashok Mandap.” The new names are chosen to better align with a plan highlighting Indian cultural beliefs and showing how important India is as a Republic.
Newsletter
Two newsletters were issued in 2023-24. Articles during the year included:
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A Review of the Spanish Architectural Tour by David Averill
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Edwin Lutyens’s first and only aeroplane flight by Richard Page
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Background to the landmark exhibition of Lutyens held at the Hayward Gallery in 1981-82 by Janet Allen
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Review of Sir Herbert Baker: Architect to the British Empire by John Stewart by Mervyn Miller
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The discovery of photographic evidence of Lutyens’s alterations to the interior of JM Barrie’s flat by Rebecca Lilley
Trustees’ Responsibilities
Charity law requires the trustees to prepare accounts for each financial year which give a true and fair view of the state of affairs of the Trust and of the financial activities for that period and adequately distinguish any material special trust or other restricted funds. In preparing those accounts, the Trustees are required to:
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Select suitable accounting policies and apply them consistently to make judgements and estimates that are reasonable and prudent.
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State whether the policies adopted are in accordance with the appropriate SORP on Accounting by Charities and the Accounting Regulations and with applicable accounting standards, subject to any material departures disclosed and explained by the accounts.
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Prepare accounts on a going concern basis unless it is inappropriate to presume that the Trust will continue in business.
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The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Trust and enable them to ensure that the accounts comply with applicable Accounting Standards and Statements of Recommended Practice and the regulations made under Section 44 of the Charities Act 2011 as amended. They are also responsible for safeguarding the assets of the Trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
(i ……………………………….. Dr Deborah Mays, Director Signed9A4940C97C34470... by: Date: 16/09/2024
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The Lutyens Trust Independent Examiner’s Report to the Trustees For The Year Ended 31 March 2024
This report on the accounts of The Lutyens Trust for the year ended 31 March 2024, which is set out on pages 22 to 27, is in respect of an examination carried out under Section145 of the Charities Act 2011 as amended.
Respective Responsibilities of Trustees and Examiner
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention.
Basis of Independent Examiner’s Report
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent Examiner’s Statement
In connection with my examination, no matter has come to my attention:
-
(1) which gives me any reasonable cause to believe that in any material respect the requirements
-
to keep accounting records in accordance with Section 130 of the Act; and
-
to prepare accounts which accord with the accounting records and to comply with the requirements of the Act.
have not been met; or
- (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
E Taylor FCCA CTA 12 Acorn Business Park Northarbour Road [ enSig n eda Portsmouth Hants 24/9/2024 PO6 3TH
Page 21
Docusign Envelope ID: 910015B3-E076-443C-9EF8-62C3D5105FA2
The Lutyens Trust Statement of Financial Activities For The Year Ended 31 March 2024
| 2024 | 2023 | ||||
|---|---|---|---|---|---|
| Unrestricted | Restricted | Unrestricted | Restricted | ||
| Notes | Funds | Funds | Funds | Funds | |
£ |
£ | £ | £ | ||
| Incoming Resources | |||||
| Subscriptions | 12,931 | - | 13,970 | - | |
| Donations | (10) | 2,293 | - | 1,788 | - |
| Membership Events | (11) | 43,800 | - | 7,699 | - |
| Image and Introductory Fees | 410 | - | 98 | - | |
| Interest Received | 1,612 | - | 219 | - | |
| Goddards: Book Sales | 307 | - | 422 | - | |
| --------- | --------- | ---------- | --------- | ||
| Total Incoming Resources | 61,353 | - | 24,196 | - | |
| --------- | --------- | ---------- | --------- | ||
| Resources Expended | |||||
| General: | |||||
| Trust Manager Remuneration | 15,308 | - | 13,587 | - | |
| Membership Events | (12) | 35,568 | - | 4,646 | - |
| Printing, Stationery and Postage | 1,106 | - | 379 | - | |
| Accountancy | 1,440 | - | 1,368 | - | |
| Insurance Liability & Assets | |||||
| Held at Goddards | 2,471 | - | 1,455 | - | |
| Sundry Expenses | (13) | 2,354 | - | 1,654 | - |
| Depreciation | (3) | 57 | - | - | - |
| Gazetteer Project | - | 1,160 | 52 | 1,565 | |
| Archive Project | 1,732 | - | 1,690 | - | |
| Harson Archive Project | - | 36 | 598 | 1,013 | |
| Website/Systems Project | 6,483 | 426 | 99 | 975 | |
| Newsletter services | 4,388 | - | 1,688 | - | |
| Paypal and Bank Charges | 387 | - | 359 | - | |
| --------- | -------- | ---------- | -------- | ||
| 71,294 | 1,622 | 27,575 | 3,553 | ||
| --------- | -------- | --------- | -------- | ||
| Goddards: | |||||
| Telephone and Broadband | 471 | - | 456 | - | |
| Cost of Books Sold | 49 | - | 87 | - | |
| Liaison Expenses | - | - | 234 | - | |
| Library Repainting | 504 | - | - | - | |
| Sundry Expenses | 144 | - | 151 | - | |
| ------- | ------- | ------- | ------- | ||
| 1,168 | - | 928 | - |
||
| ------- | ------- | ------- | ------- | ||
| Total Resources Expended | 72,462 | 1,622 | 28,503 | 3,553 | |
| --------- | --------- | ---------- | --------- | ||
| Net Incoming/(Outgoing) | |||||
| Resources For The Year | (11,109) | (1,622) | (4,307) | (3,553) | |
| Balance Brought Forward at | |||||
| 1 April 2023 | 110,983 | 9,962 | 115,290 | 13,515 | |
| ---------- | ---------- | ---------- | ---------- | ||
| Balance Carried Forward at | |||||
| 31 March 2024 | £99,874 | £8,340 | £110,983 | £9,962 | |
| ====== | ====== | ====== | ====== |
Page 22
Docusign Envelope ID: 910015B3-E076-443C-9EF8-62C3D5105FA2
The Lutyens Trust Balance Sheet as at 31 March 2024
| Notes | 2024 | 2024 | 2023 | 2023 | |
|---|---|---|---|---|---|
| £ | £ | £ | £ | ||
| Tangible Fixed Assets | (3) | 45,919 | 45,557 | ||
| Current Assets | |||||
| Stock | (4) | 331 | 380 | ||
| Debtors | (5) | 13,415 | 3,898 | ||
| Cash At Bank and In Hand | (6) | 102,730 | 141,068 | ||
| -------- | -------- | ||||
| 116,476 | 145,346 | ||||
| Creditors | |||||
| Amounts Falling Due Within One Year | (7) (51,481) (67,258) | (7) (51,481) (67,258) | (7) (51,481) (67,258) | (7) (51,481) (67,258) | |
| -------- | --------- | - | |||
| Net Current Assets | 64,995 | 78,088 | |||
| ---------- | ---------- | ||||
| Total Assets Less Current Liabilities | 110,914 | 123,645 | |||
| ====== | ====== | ||||
| Represented By: | |||||
| Unrestricted Funds | |||||
| Revaluation Reserve | 2,700 | 2,700 | |||
| Profit and Loss Account (Unrestricted Funds) | 99,874 | 110,983 | |||
| Profit and Loss Account (Restricted Funds) | |||||
| - Monument Trust Grant | 7,440 | 9,026 | |||
| - Goldman Sachs Restricted Grant #2 | 900 | 936 | |||
| ---------- | --------- | ||||
| 110,914 | 123,645 | ||||
| ====== | ====== |
Signed on Behalf of the Trustees:
………………………………………. Ws31F7371AE53343E... by: Charles Hind - Chairman
Approved by the Trustees on 16[th] September 2024
Page 23
Docusign Envelope ID: 910015B3-E076-443C-9EF8-62C3D5105FA2
The Lutyens Trust
Notes to the Accounts For The Year Ended 31 March 2024
1. Accounting Policies
Basis of Accounting
The accounts are prepared under the historical cost convention and are in accordance with applicable accounting standards and the Statement of Recommended Practice on Accounting and Reporting by Charities and the Charities Act 2011. The principal accounting policies have remained unchanged from the previous year.
Income
Income is dealt with on a cash received basis.
Depreciation
Photographic equipment – straight line at 33[1] /3 % Computer equipment – straight line at 33[1] /3 % Furniture and equipment – 0% Lutyens Clock/Letterbox – 0%
Depreciation has not been provided in respect of furniture and equipment in the library at Goddards nor in respect of the Lutyens Clock/Letterbox. These assets are shown at valuation.
Stocks
Stocks are valued at the lower of cost and net realisable value.
2. Freehold Property
The property known as Goddards, Abinger Common, Surrey was donated to the Trust in 1991. It was valued at £750,000 in 1990.
The property has not been capitalised because it is considered to be a Heritage asset central to the objects of the Trust.
On 19 April 1996 the property was leased to The Landmark Trust for a duration of 99 years, consideration for the lease being that The Landmark Trust maintains the property. This asset is excluded from the Balance Sheet because the Trustees are of the opinion that significant costs would be involved in the reconstruction and analysis of past accounting records and in valuation which are onerous compared with the additional benefit derived by users of the accounts in assessing the Trustees’ stewardship of the assets (SORP {revised 2005} Chapter A3 paragraph 283b). The Trustees, following a review, also consider the Lutyens Clock/Letterbox to be a heritage asset.
Page 24
Docusign Envelope ID: 910015B3-E076-443C-9EF8-62C3D5105FA2
The Lutyens Trust
Notes To The Accounts For The Year Ended 31 March 2024 (continued)
| (continued) | ||||
|---|---|---|---|---|
| 3. | Fixed Assets | |||
| Lutyens | Furniture | Photographic | ||
| Clock / | and | Equipment/ | ||
| Letterbox | Equipment | Laptop/ | ||
| Scanner | ||||
| £ | £ | £ | ||
| Cost and Valuation | ||||
| Valuation at 1 April 2023 | 25,000 | 20,388 | 169 | |
| Cost at 1 April 2023 | - | - | 6,654 | |
| Additions at Cost | - | 419 | - | |
| Revaluations |
- | - | - | |
| -------- | -------- | ------- | ||
| Valuation at 31 March 2024 | 25,000 | 20,807 | 169 | |
| Cost at 31 March 2024 | - | - | 6,654 | |
| ------- | -------- | ------- | ||
| Depreciation | ||||
| At 1 April 2023 | - | - | 6,654 | |
| Provided For In Year | - | - | 57 | |
| -------- | -------- | ------- | ||
| At 31 March 2024 | - | - | 6,711 | |
| -------- | -------- | ------- | ||
| Net Book Value at 31 March 2024 | 25,000 | 20,807 | 112 | |
| -------- | -------- | ------- | ||
| Net Book Value at 31 March 20223 | 25,000 | 20,388 | 169 | |
| -------- | -------- | ------- |
The furniture and equipment in the library at Goddards is valued at £20,807 by the Trustees. The Lutyens clock/letterbox is valued by the Trustees and any reduction in value is shown as extraordinary expenditure in the year under review. In the opinion of the Trustees these values reflect the current market value.
4. Stock
| 4. | Stock | ||
|---|---|---|---|
| 2024 | 2023 | ||
| Books for Resale | £331 | £380 | |
| -------- | ------- | ||
| 5. | Debtors | ||
| Other Debtors | £13,415 | £3,898 | |
| ------- | -------- |
Page 25
Docusign Envelope ID: 910015B3-E076-443C-9EF8-62C3D5105FA2
The Lutyens Trust
Notes To The Accounts For The Year Ended 31 March 2024 (continued)
| (continued) | |||
|---|---|---|---|
| 2024 |
2023 | ||
| 6. | Cash At Bank and In Hand | ||
| Current Account | 11,151 | 44,716 | |
| Business Premium Account | 79,753 | 91,166 | |
| National Savings Bank | 3,364 | 3,339 | |
| Cash | 8,462 | 1,847 | |
| -------- | -------- | ||
| £102,730 | £141,068 | ||
| ===== | ===== | ||
| 7. | Creditors | ||
| Amounts Falling Due Within One Year: Accruals | £51,481 | £67,258 | |
| ====== | ===== |
8. Charitable Status
The Trust is a registered charity number 326776.
9. Trustees
During the year the Trustees received no remuneration but received payment only for reimbursement of out of pocket expenses amounting to £832 (2023: £1,395).
10. Donations Received
| Donations Received | |
|---|---|
| Individual Donations | £2,293 |
| ===== | |
| Membership Events Receipts | |
| Goddards Study Week | 2,181 |
| Munstead Wood Study Day | 3,465 |
| C Holland Lecture AWG | 1,667 |
| Spain 2023 Receipts | 31,744 |
| Summer Lunch | 1,678 |
| November Walking Tour | 475 |
| Christmas Lunch | 2,590 |
| -------- | |
| £43,800 | |
| ===== |
11. Membership Events Receipts
Page 26
Docusign Envelope ID: 910015B3-E076-443C-9EF8-62C3D5105FA2
The Lutyens Trust
Notes To The Accounts For The Year Ended 31 March 2024 (continued)
| 12. | Membership Events Expenses | |
|---|---|---|
| Goddards Study Day | 1,418 | |
| C Holland Lecture AWG | 2,578 | |
| Munstead Wood Study Day | 844 | |
| Spain 2023 Expenses | 27,316 | |
| Summer Lunch Expenses | 1,183 | |
| November Walking Tour Expenses | 262 | |
| Christmas Lunch | 1,967 | |
| -------- | ||
| £35,568 | ||
| ===== | ||
| 13. | Sundries | |
| Trust Manager Expenses | 1,012 | |
| Governance Expenses | 68 | |
| Munstead Wood Expenses | 232 | |
| Maintenance of Website | 586 | |
| Zoom Pro Subscription | 156 | |
| Donations Made | 300 | |
| ------- | ||
| £2,354 | ||
| ==== |
Page 27