Going local
Annual report 2010/11
The National Trust in brief
What is the National Trust?
for ever, for everyone, throughout England, Wales and
Northern Ireland. We strive to make sure that the unique
spirit of each of our places comes to life in the hearts and
minds of visitors.
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conserving beautiful places for ever, and by welcoming
everyone to experience the joy and inspiration they bring.
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Our approach is increasingly local. We minimise top-down
freedom to innovate, celebrate the spirit of each place, and
build strong partnerships with local communities within a
clear National Trust framework.
We want everyone, members and non-members alike, to
feel the National Trust is part of their lives. We exist, in the
words of one of our founders, Octavia Hill, ‘for the everlasting
delight of the people of these islands’ – rich and poor, city or
country dweller, young and old.
As an independent charity, we receive no direct Government
funding for our core work. Thanks to the generosity and
active involvement of 3.8 million members and more than
61,500 volunteers, as well as many benefactors, tenants
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conservation body, providing wonderful experiences enjoyed
through 17.7 million visits to our pay-for-entry properties and
countless visitors to our coast and countryside.
"engaging our supporters
"improving our conservation and environmental performance
"investing in our people; and
"
To achieve these goals our priorities this year were to bring
our places to life and to streamline the Trust’s bureaucracy to
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is that by 2020 everyone in England, Wales and Northern
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million people will be.
HRH The Prince of Wales
Chairman Simon Jenkins
Deputy Chairman Sir Laurie Magnus, Bt
Director-General Dame Fiona Reynolds DBE
The National Trust for Places of Historic Interest or
Natural Beauty is a registered charity. It is incorporated,
and has powers conferred on it through Parliament by the
We believe conservation should always work hand in hand
with access. We welcome everyone to explore:
"more than 350 houses, gardens, woodlands,
monuments, nature reserves and parks;
"1,141 kilometres (709 miles) of coastline;
"extensive parts of our 255,000 hectares (630,000
acres) of land, much of outstanding natural beauty.
Only 20% of our properties can fund their own permanent
preservation. Conservation costs continue to rise: we spent
over £76 million on larger conservation projects and £33.3
million on annual cyclical repairs in 2010/11.
Our promise to care for special places for ever has the force
of law in the 1907 National Trust Act. We own most of this
natural and built heritage inalienably, so it can never be
sold or developed against our wishes without the express
consent of Parliament.
National Trust Acts 1907 to 1971 and under the Charities
(National Trust) Order 2005.
Since 1 September 2005 the Trust has been governed by a
Board of Trustees whose members are listed on page 83. A
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Our bankers, investment managers and auditors are listed on
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This Annual Report has been prepared by the Board of
Trustees and covers the period 1 March 2010 to
28 February 2011.
Front cover: School Room at the Apprentice House
at Quarry Bank Mill, Cheshire
Contents
Chairman’s statement
Director-General’s statement
The Trust in action
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Our performance
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Bringing our places to life
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Performing at our best
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Future plans
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Consolidated Statement of Financial Activities
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Balance Sheets
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Consolidated Cash Flow Statement
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Notes to the Financial Statements
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Membership of the Board of Trustees, Council, Committees and Executive Team
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2010 Annual General Meeting
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Places and chattels acquired
Kingston Lacy, Dorset
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Retirements
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Townend, Cumbria
Awards
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Obituaries
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Conwy Suspension
Bridge, Conwy
The Royal Oak Foundation
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Gifts and donations
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Supporter groups
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Walkers at Wasdale,
Cumbria, with
Wastwater in
the distance
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Legacies
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National Trust Annual Report
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Contents
1
Chairman’s statement
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we are eager to promote. Our places must move
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on from a period when they have been presented
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essentially as museums, to seeing them as sources of
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enjoyment, with fewer ropes and don’t-touch signs
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and billiard tables in use. We want visitors to regard
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our places as they might have done when privately
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and activities from one year to the next.
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Our ambition is for the Trust to reach outwards
to the nation, as was the intention of our founders. I
The coalition government and consequent cuts
have always regarded it as a truly national body, not
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sector. We have been mostly immune to this, as our
Octavia Hill saw the goal as bringing ‘everlasting
income is not dependent on government money.
delight’ to everyone. I have no doubt that the coming
We have taken part in many debates about the
year will extend that achievement.
future of the sector, and such other sectors as nature
conservation and forestry. We have already had a
number of approaches from owners considering
relinquishing properties but are biding our time.
Simon Jenkins Chairman
We stand ready to help if needed.
Last year saw a major change in the internal
management of the Trust, associated with projects
to push more responsibility on to local managers and
bring places to life. This involved giving them more
delegated budgets and establishing most regional
*|
are pruning our hierarchy, simplifying reporting
lines and processes and creating more collaborative
working. I am convinced these changes will reduce
bureaucracy in the Trust. It has not been an easy
change, but I am impressed by the commitment and
professionalism shown on all sides. It is intended to
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and presentation of all our places.
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programme to bring places to life risks straying
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quarrel with the visitor welcome typical of Disney,
but our emphasis is on authenticity, on the places
themselves, their stories and how far we can involve
visitors in them. I am determined that more people
can feel this involvement, whether it is in a house,
a garden, an estate or the upland and coastline that
2
Chairman’s statement
Director-General’s statement
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landscape-scale regeneration in Wales and the
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Peak District to conserving fragile ecosystems for
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and to enrich the lives of the 60 million people who
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live in a largely urban Britain. We want people of all
Of course we depend on professional excellence
closer connection with nature – by cycling, walking,
in all kinds of roles, as land managers and food
swimming, canoeing or camping under the stars – the
producers, wildlife experts, conservationists and
kind of exhilaration that cannot be found in a theme
museum curators. But the purpose of everything we
park or on a computer screen.
do is to satisfy a deep human longing for connection.
Everyone needs to feel at home in the world, to be
But we will never turn our outdoor places into
able to build bonds of love with their locality, with
giant adventure playgrounds. Peace and beauty are
~
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supreme gifts in a high-pressured, uncertain world.
Our overriding duty will always be to protect that
In 2010/11 we helped build these connections for
quiet, uniquely local spirit which speaks to us from
millions of people. In spite of economic pressures
each special place in our care. Much of our land is in
and worries over issues such as the future of public
the stewardship of our farm tenants, whose need to
forests, we all saw more clearly than ever why the
make a sustainable living we respect and support.
Trust is needed. Perhaps recession is shifting people’s
values – from short-term materialism to a quest for
This meticulous duty of care is the golden thread
things which last – beauty, a sense of the past, nature,
which runs through the Trust’s history. It is why we
fresh air, community involvement.
have made changes to our management structure to
localise and give more responsibility and authority to
We aim to meet these needs. Our commitment
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to conservation is as strong as ever, but we now
greater the danger of bureaucracy and centralised
thinking. Now we have put the initiative back where it
contact with beautiful places – through community
should be – in the creative hands of those closest to
allotments, orchards and farms, in local celebrations
our places, the people who know and love them best,
and festivals, through learning and volunteering
with our experts on tap and eager to help.
programmes and through taking part in conservation
work. As a result, we are becoming closer to
community life in villages, towns and cities across
We are part of a national movement for beauty.
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England, Wales and Northern Ireland.
A thing of beauty is a joy forever.
People also need to connect with nature. Our
Outdoor Nation campaign, launched at 2010’s AGM,
Our job is to protect that often fragile beauty, and
tackles head-on what some psychologists call the
welcome everyone to enjoy it to the full.
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return to our roots. Octavia Hill founded the National
Trust so that an increasingly urban society could
enjoy ‘the life-enhancing virtues of pure earth, clean air
and blue sky’.
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We are more widely known for our role in caring
for historic properties than for coast and countryside.
You will read more here about that work, from
National Trust Annual Report 2010/11
Director-General’s statement
3
Board of
Trustees’report
for 2010/11
9
Conservation is central to our
Success also depends on providing
purpose, and we measure and monitor
the public with experiences of the
performance in this area very carefully.
highest quality: visits which inspire
The scope for improvement is almost
people through the quality and liveliness
limitless, so our aim for the year was
with which our places are presented and
that 90% of places whose conservation
explained. Our measure in this area is
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performance was reviewed should register
the percentage of visitors rating their
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progress against a range of tough criteria.
visit very enjoyable. In time we hope to
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We ended the year just short of target,
achieve 75% everywhere. We reached
in a much more uncertain climate.
with 82% reaching the benchmark.
this year’s target of an average of 71%,
with particularly impressive scores from
2010/11 was record-breaking for
membership recruitment, with 652,000
people joining the Trust, reaching a
new high of 3.8 million members. Visits
too broke last year’s record with 17.7
million visits to pay-for-entry places.
Our conservation performance remains
strong and we spent record sums on
conservation, repairs and improvements
at properties. The year had its challenges
too: retention of members proved more
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our membership system; and people are
(understandably) spending less when
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they visit. We are keeping a keen eye on
From left to right: Prof. Adrian Phillips, Patrick Casement OBE, Richard Farrant, Simon Jenkins
Chairman, Sir Mark Jones, Nichola Johnson, Dame Fiona Reynolds Director-General, Sir Laurie
Magnus, Bt Deputy Chairman, Charles Gurassa, Mary Villiers OBE DL, Sir Edward Greenwell,
Michael Quicke, Sir Crispin Davis
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times are spotted early and addressed.
4
some regions and countries: 74% in
to localise, handing more power and
the Midlands and a remarkable 77% in
decision-making to our property and
Northern Ireland.
general managers. We took another
step forward this year, restructuring the
We also depend hugely on the
central and regional functions of the
Trust. This had a number of elements,
and volunteers, and we measure their
satisfaction through surveys. Loyalty to
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and enthusiasm for the Trust are always
in a more integrated way, and enable
high, but there are also frustrations.
faster, simpler decision-making.
This year we tackled a major source
of dissatisfaction – the Trust’s own
Such a major change, while
bureaucracy – in our programme to
necessary, was bound to be painful,
simplify decision-making and delegate
involving the stresses of disruption and
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For our charity to have a sustainable
and dedication, and all they achieved
future, each year we must raise enough
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income to provide a Net Gain (the excess
part of the change is now complete and
of ordinary income over expenditure)
of 20%, ensuring we have enough
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money for essential investment in
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the conservation and presentation of
our places. Following 2009’s strong
We did not, however, spend all
performance we had budgeted for a
year looking inwards. There were many
better result, but 2010/11 ended with a
highlights: a remarkable public response
Net Gain of 20.1%, which was just above
helped us to buy Pieter Brueghel the
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Younger’s The Procession to Calvary and
keep it at its home in Nostell Priory,
combined with a determination to make
West Yorkshire. A big programme of
every penny count.
structural work has been completed at
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Conservation excellence; visitor,
the glory of its unique roof. A major
appeal was launched to fund vital work
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at Castle Drogo in Devon. Seaton Delaval
foundations on which the National Trust
Hall in Northumberland opened for
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the purpose set out in our founding Act
acquisition – a priceless asset to the local
a century ago, to ‘promote the permanent
community who last year did so much to
save it for the nation.
lands and tenements (including buildings)
of natural beauty or historic interest’. In all
The report which follows describes
our actions we bear in mind the Charity
these and other exciting developments
Commission’s guidance on public
alongside our many challenges.
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Child visiting Osterley Park and
House, Middlesex
the National Trust in four simple words:
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North Somerset
National Trust Working Holiday,
Exmoor, North Devon
National Trust Annual Report 2010/11
Finally, we would like to thank the
we exist to care for special places
retiring Trustees for their contribution.
‘for ever, for everyone’.
Sue Davies, Hugh Matheson and Simon
Timms have helped to guide the Trust
Though our purpose never changes,
through very exciting times. We also
the way we work has to keep pace with
welcomed the new Trustees – Richard
the ever-changing needs of society. That
Farrant, Edward Greenwell and Nichola
is why last year we made a commitment
Johnson – who joined us this year.
5
The Trust
in action
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We are determined to avoid uniformity – the National Trust
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and volunteers with protecting and nurturing the individual
spirit of each of our special places, bringing them gloriously
to life for people to enjoy.
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this innovative spirit in action.
EVisitors at Wallington, Northumberland
3+#Volunteer at Force
Crag Mine, Cumbria
3+Child in the Hall at
Lacock Abbey, Wiltshire
6
The Trust in action
A place of magic
Alice at Antony
Antony is a tranquil Georgian mansion
to help. For one year we could bring a
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little-known property to the attention of a
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lot of new people.
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Carol Murrin
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Clutch, a company specialising in big art
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installations. They knew we didn’t want an
Antony and Saltram
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Alice theme-park but something magical
'Alice in Wonderland.
which matched the spirit of the gardens
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and set free the imaginations of children.
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And it worked brilliantly.
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Since this was a Disney production,
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with Johnny Depp and Helena Bonham-
Carter starring and Tim Burton directing,
and volunteers, with massive toadstools
we expected more visitors to come,
at the bottom, a monstrous caterpillar
perhaps as many as 65,000. In fact over
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94,000 turned up. We knew we needed to
created by local schoolchildren. Visitors
improve car-parking, shops and catering.
could chase the White Rabbit or join the
But seeing Antony transformed during
Mad Hatter’s Tea Party, play croquet, run
caucus races, or mix potions.
that: to turn it again into a place of magic.
Alice is about a wonderland in which
#Characters from Alice in Wonderland,
played by members of Burn the Curtain
theatre company, on the lawn outside
Antony, Cornwall
Rabbits sprang out from a crazy
28-foot high white clock at random times.
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happiness. Many young people and
you lose yourself in new experiences. So
students joined as volunteers, some as
we sat down and shared our wildest ideas
guest-relations volunteers with bright
about how to create a surreal experience
orange bibs saying ‘happy to help’. We did
which children, parents and grandparents
everything possible to make visitors feel
would all enjoy. The donor family was
at home.
enthusiastic. Local schools were keen
The additions easily blend in with
the beauty of the gardens, so we can add
new things based on a broader storybook
theme. Now we’re on the map for families
from Torpoint and Plymouth, we want
to keep that sense of fun and wonder so
they keep coming back.
The response to the Alice year blew
us away. I loved seeing a family arriving
grumpy, but leaving full of smiles, then
coming back later in the season for more.
worked so hard to make it a success.
I’m so glad we had the courage to
take the risk. We are not dumbing down
somewhere peaceful and beautiful.
We are showing our love and respect
for Antony’s spirit of place by inviting
everyone from 6 to 96 to come here and
let their imaginations run free. Sir Richard
Carew Pole of the donor family told me
that what he’d loved best about the year
was ‘being in my sitting-room, with the
window open, hearing the laughter of
children in the garden’.
National Trust Annual Report 2010/11
The Trust in action
7
A remarkable achievement
Saving the Brueghel
The Procession to Calvary+(
We didn’t have very long to raise the
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money to buy the painting, only from
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the end of September to Christmas.
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The Art Fund launched the appeal with
Alison Harpur
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a generous donation of £500,000.
Assistant Picture and Sculpture Curator
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We opened up three channels for
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donations: a mass appeal to members
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of the National Trust and the Art Fund;
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individual approaches (particularly to
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local people and those with a strong
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interest in art); and personal contact
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with major donors who had longstanding
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relationships with us. Our media
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campaign was very important, and was
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supported by a display of the painting at
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the National Gallery and York Art Gallery.
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We were thrilled by the public’s response.
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had been donated by individuals
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(the most for any Old Master appeal).
It’s a dramatic and fascinating painting.
# Nostell Priory, West Yorkshire, with
the North Wing in the foreground
Bottom: The Procession to Calvary, 1602,
by Pieter Brueghel the Younger
By Christmas an amazing £680,000
£510,000 came from Trusts and
Christ is shown carrying his cross, trudging
Foundations, and the National
through a Flemish landscape of the period
Heritage Memorial Fund provided just
in which Brueghel lived, on the way to his
over £1 million. With the Art Fund’s
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initial £500,000, these donations
crowds of people around him, many of
enabled us to reach our target in time,
whom wear contemporary dress. We have
a remarkable achievement.
to search for Christ in the throng of the
The Procession to Calvary is not just a
everyday. I can still remember the moment
great painting in its own right; it’s been
I saw The Procession to Calvary part of the collection at Nostell Priory
time. I turned into the Breakfast Room
for two centuries. It was great to see it
at Nostell Priory, and my jaw dropped.
displayed at the National Gallery, but
I stood there for a long time, rooted to the
there’s something special about seeing it at
spot, thoroughly drawn in to Brueghel’s
Nostell, where it has formed an important
depiction of the narrative.
part of the Winn collection for so long. In
addition to raising money for the Brueghel,
we also purchased the remaining pictures
at Nostell that we did not already own
(over 150) and the complete contents of
~
£2.4 million.
Go to Nostell and see it for yourself!
There’s so much to discover in the
painting, and the more you look, the
more you’ll see. And thanks to public
generosity, it is now safe at Nostell for
everyone to enjoy.
8
The Trust in action
Busy, hectic, fun
and a huge opportunity
Seaton Delaval Hall
one year on
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own volunteer managers for all kinds of
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specialist roles, from gardening to drama,
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tour guiding to expert conservation.
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Somehow we managed to open on
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time in May, and have since welcomed
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more than 71,000 visitors who have been
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incredibly understanding about the limited
Property Manager
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visitor facilities. Many of the comments
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they’ve left show they love not just the
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and more than 120 volunteers from the
local area. Most were newcomers to
# Members of the local community
enjoying the re-creation of the
eighteenth-century Festival of the 12th Day
Bottom: Seaton Delaval Hall, Northumberland
place, but the warmth of the welcome and
the friendly feel of the property.
Each weekend we are hosting a
the National Trust. We knew there were
years of work ahead of us, but right
to keep coming back. Local people will
from the outset we wanted everything
have a reduced price priority pass so they
to be accessible, with no ‘Do Not
can visit whenever they want. We also
Touch’ signs, no rope barriers, and no
decided to stay open all year – essential
one stopping access.
if Seaton Delaval Hall is to become part
We still have a lot of work to do, but
we want to take our visitors and local
of everyone’s lives.
#
community on the journey with us, to
year was drama. Seaton Delaval Hall’s
see what happens when we take on a
architect, Sir John Vanbrugh, had spent
property. We want them to be able to see
part of his life as a playwright, and the
Delaval family were renowned for their
passion for the theatre, so we’ve been
dramatising chunks of Delaval life.
For hundreds of years Seaton Delaval
Hall was the hub of local life. We want
to make sure that it stays that way, so as
well as welcoming visitors, we’re hoping
to run training and apprenticeship
schemes in areas of Trust expertise.
#
local urban children experiences of
nature, history, wildlife and the outdoors
they’d otherwise miss. Most events and
activities have a family focus and it’s a
perfect place for arts and crafts activities.
I love the atmosphere here: it’s
busy, hectic and welcoming at the same
*
we all have great memories of inspiring
performances in the Hall, of families
the opportunity for learning activities
and apprenticeships to local people.
and of the great spirit of the volunteers.
The interior of the Central Hall, the
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dramatic centrepiece of Vanbrugh’s
massive programme ahead. If there’s
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one promise I can make, it’s that Seaton
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Delaval Hall will never stand still.
out how the local community wants
to see this space used. Our volunteer
team has come up with lots of ideas.
They’re recruited and trained by their
National Trust Annual Report 2010/11
The Trust in action
9
The Ranger Team
in the Lakes
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have a bright idea we can make it happen.
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If one of us is a keen mountain-biker with
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a scheme for a new route, that can be part
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of the job. Another might develop a wildlife
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trail. The scope is endless.
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Lead Ranger Central and East Lakes
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in an interactive website where visitors can
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investigate all the possibilities of the area.
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The familiar downloadable trails will be
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there, but also information on all kinds of
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other experiences, such as where’s best to
And that explains the reason we’ve all
in Wordsworth’s footsteps, and of course
of inside knowledge about the Lakes, how
all the important information like where to
the area’s evolved, and how to enjoy it to
park or where are the nearest toilets.
contact. So the Ranger Service is
to make ourselves more visible, and get
opening new information points around
involved with our visitors if they want
the Lakes. Casual meetings are just as
advice or help.
important, but unlikely if we always go
from job to job in our 4x4s. So in some
red and black Ranger uniforms makes a
*
making it easier to stop and chat.
felt uncomfortable interrupting us in our
A top priority is getting close to local
old green work clothes. By contrast, our
people. Most depend on tourism, and
visitors associate the new gear with the
by improving the experience of visitors,
outdoors, ready to help. Now when I’m
we help the local economy. We may also
doing tree safety inspections people ask
launch Trust-branded outdoor activities,
me what I’m doing. That never happened
with local business partners where possible.
before – it’s a great opportunity to explain
our work behind the scenes.
As rangers, an important part of our
How will we measure success? Our
Conservation Performance Indicator
measures how well we’re caring for the
conservation work is engaging visitors
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and local people in what we’re doing.
success in bringing it to life but feedback
It’s everything from a friendly hello to
on the ground so far is great!
running an activity day or setting up a big
volunteering project.
The key to making the change a success
10
Visitors like person-to-person
Our new Ranger Service is a call to arms
Just changing into our new distinctive
Bottom: Scafell path with Wastwater in the
distance at Wasdale, Cumbria
skim stones, or to see the stars, or to walk
become rangers. Between us, we have a lot
the full. So why not share it with visitors?
# Ranger in his new uniform
Bit by bit we’re pooling our knowledge
Most of all I hope more visitors will
*
I want people, particularly families,
start. It’s being driven by our thinking. It has
wilderness here in the Lakes. That would
empowered us – now we know when we
make me very happy.
The Trust in action
in volunteering
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example at Upton House and Gardens
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in Warwickshire, baking in the 1930s
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kitchen and sharing what they are doing
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with visitors. Or at Sutton House in
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Hackney, where Rosa and her daughter
Rhian Morris
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Chelsea assist with all kinds of events,
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devise the year’s family programme.
Family volunteering
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wouldn’t normally visit the Trust or
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think about volunteering really enjoying
It soon became clear that our
contributing something and getting a lot
back too. A father at a recent tree-planting
about this new way of working. There
day commented, ‘I really want my kids
seemed to be little or no information on
to grow up to look after things around
family volunteering and very few other
them. This was a brilliant way of doing and
organisations were doing anything similar.
learning about that together. Volunteering
This seemed a fantastic opportunity for us
is a great way of spending time with each
to try out something new, so we piloted
other; we really worked as a team today.’
an approach and found that there were
One mother who came to an event at
*
Knightshayes Court in Devon with her
This initial realisation led us to apply for
family enjoyed the day so much she is
help from the Big Lottery Fund to support
now looking to volunteer with her children
a post to get things moving on a national
regularly and investigating the possibility
scale. We were lucky enough to succeed
of starting some horticultural training with
with our application. And that’s my job.
the property.
Over the past year families have
Bottom: Mother and daughter learning
about woodland skills at Clumber Park,
Nottinghamshire
It’s been fantastic to see those who
'4##4
Perhaps the best endorsement
for family volunteering so far came
#
*#
from an eight-year-old boy during a
rhododendron-clearing day at Attingham
outdoors, lending a hand with anything
}*
from scrub clearing, working in gardens
cancel his plans for the next day (football
to building dry-stone walls.
practice) so he could come back, he said
It has also been brilliant to see
families involved in our houses, for
‘this was better than Lego Land!’
}
from delivering activities. A gardener at
Beningbrough Hall in North Yorkshire
commented: ‘They [the existing volunteers]
love this. It gives them a chance to share
their skills with a younger generation. We all
work together; the visitors think it’s great,
they always ask if they can join in.’
The Trust wants to make
volunteering an option for everyone and
~
and when this is possible. The dynamic
of involving families in our work has
helped us to be more adaptable and
imaginative about the ways we get things
done and who we get to do it.
National Trust Annual Report 2010/11
The Trust in action
11
Delivering
our strategy
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special places for ever, for everyoned'
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"improving our conservation
and environmental performance;
Changing how we present and explain the distinctive
character of our places – both built and outdoors –
to inspire and engage our visitors. We will care for
all our places, bring them to life and keep them alive
*
" investing in our people; and
"
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Delegating more, reducing bureaucracy and making
faster decisions to create a culture of continuous
improvement. We will free up the creativity and
all that they can achieve. We will be sustainable in the
long term and not wasteful.
12
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National Trust Annual Report 2010/11
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Our
performance
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enjoyable it was. The indicator only records those who
rate the visit very enjoyable.
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of the Trust. The score recorded represents the
balance between the percentage of members who
strongly recommend the Trust to others, minus the
percentage who are less likely to recommend it or who
speak negatively about the Trust.
#
~
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*|
that the overall membership did not increase as much as we expected, partly
due to higher than usual losses of members during the year. We know that part
of this was due to problems with our membership system and in particular its
unreliability in issuing new cards – we apologise wholeheartedly to any members
*#
score falling below its target. It is a very high priority to resolve this.
percentage of local visitors to our properties who
strongly feel the property plays an important role in
the life of the local community.
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to measure how well we are putting conservation into
practice at our properties. Objectives are defined
and prioritised for the particular conservation needs
of each property. Progress is assessed annually. Our
indicator measures the proportion of properties which
are reporting an improvement in their CPI score.
¤|
In 2010/11 we introduced a measure of our relevance to local communities.
Although we fell short of our target of 28% of local visitors to a property
strongly agreeing that it played an important part in the life of the local
proposition in less strong terms. We will continue to improve our engagement
with local communities and develop better measures of progress.
consumption of fossil fuels by 2020. The indicator
measures howwe are doing against this target each year.
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our staff’s commitment to the work of the Trust, their
enjoyment of their work and their sense of doing
something worthwhile. The score is measured in a
range of -2 (strongly disagree) to +2 (strongly agree)
based on the strength of agreement to these criteria.
§
Our Conservation Performance Indicator shows that 82% of places reviewed
increased their score against a target of 90%. However, this excludes a further
7% of places which maintained their score. Maintaining a score, if high, is a
disease. In some cases the inclusion in the indicator of new environmental
factors such as the management of water supplies or carbon-rich soils caused
the scores of individual places to be lower.
the extent to which our property managers feel
they have the resources and support to do their
job, the authority to take decisions and clarity of
accountability. The score is measured within a range
of -2 (strongly disagree) to +2 (strongly agree) based
on the strength of agreement to these criteria.
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our volunteers. The indicator measures the percentage
of respondents to our volunteer survey who would
strongly recommend volunteering at the Trust to others.
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target level of 4%. The very cold December weather and the increased level of
visitors to our places throughout the year partly explained this, and we have not
been as consistently good across all our places in measuring and managing our
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National Trust Annual Report 2010/11
4
15
Bringing our
places to life
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Opposite:
Child visiting The Workhouse, Nottinghamshire
16
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We want each property to glory in its
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a badge of quality, but not conformity.
For us, conservation and public enjoyment
are inseparable. They both contribute to our
commitment to ‘bringing our places to life’.
National Trust Annual Report 2010/11
17
Bringing our places to life
3'I(
X'4+<#(
+##<4(<+H+'#+4B
But truly bringing places to life involves researching, thinking about the whole
visitor experience and then revealing and sharing fascinating stories about
people and places.
Telling the story of the abdication weekend at Belton House in Lincolnshire,
the tragic marriage of the Rodneys at Berrington Hall in Herefordshire or a
thirties house party at Upton House and Gardens in Warwickshire provides a
vibrant, authentic experience a world away from the hushed gloom of the old
country house visit. And when a house like Barrington Court in Somerset or
Avebury Manor in Wiltshire becomes empty, we can think creatively about new
uses and presentation.
Other highlights this year included the Hardy’s Cottage project in Dorset,
bringing the novelist’s tough early years to life; the triumphant reopening of
|
~|
Powis Castle’s re-creation of its Second World War history.
Overall satisfaction scores are rising: a national average of 71% of visitors
describe their experience as ‘very enjoyable’.
2010’s free-entry Bonus Time Weekend in March was a great success in
welcoming more than 200,000 new visitors to the Trust and above all in
demonstrating the warmth of the Trust’s welcome.
18
$$##
Opposite:
Family cycling on the Saltram
Estate, Devon
7#H4$'+#
View from the terrace at Powis
Castle, Powys
Child trying the billiard table at
Dunster Castle, Somerset
Volunteer guide with a visitor at
Berrington Hall, Herefordshire
Visitor enjoying a sofa at
National Trust Annual Report 2010/11
19
Bringing our places to life
9$
d$'#(44##'(+4
'4BRefurbishment projects such as Greys Court near Henley
#
~
*<}
continues. The lake at Fountains Abbey and Studley Royal Water Garden
in North Yorkshire has been restored. At Chedworth Roman Villa in
Gloucestershire a project is underway to provide a cover building to protect the
property, as well as new visitor facilities and interpretation; the funding for the
project is provided by the Heritage Lottery Fund. We approved a programme
of investment in the house and its facilities at Mount Stewart, County Down.
.4+4
®
Picture Gallery at Attingham Park, Shropshire
The Italian Garden and house at
Mount Stewart, Co. Down
The Library at Lyme Park, Cheshire following
a three-year restoration project
Charcoal drawing by John Singer Sargent
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Getting closer to nature
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outdoors and closer to nature. Already more than 275 guides are downloadable
for walkers, cyclists and horse-riders. We continue to expand the network of
footpaths, with the opening of the Colourful Coast route on the Cumbrian
coast, and we have plans for 1,000 miles of new paths in coming years. Lakes
Ranger Paul Delaney received royal recognition for helping to restore hundreds
of miles of eroded paths through the Fix the Fells programme.
®|
±±
$
walks, Outdoor Gym activities, and new outdoor facilities for children. Natural
Play Trails are being created at many places in the South West, pond dipping is
±
Crow Wood Playspace.
20
$$##
&
on the Penrose Estate, Cornwall
Visitors at Downhill Demesne,
Co. Londonderry
Bringing our places to life
.$
3L#H4
People jumping into the sea from the rocks
at Lantic Bay, Cornwall
Child looking at a frog in the garden at
Bateman's, East Sussex.
Child amongst the unfurling leaves of ferns
at Trelissick Garden, Cornwall
Plym Bridge Woods, Devon
}
Pembrokeshire during a Family Safari
#
South Milton Sands, Devon
National Trust Annual Report 2010/11
+(''##4H+*BThey can
*}
hill-walking, wild swimming and camping – as well as opportunities for quiet
walks and contemplation.
We are expanding opportunities for all kinds of camping, ranging from the
glamorous new Yurt Village at Gibside near Newcastle upon Tyne, to weekend
tasters for wild camping on Exmoor.
A major initiative on cycling was launched across the Trust. It builds on
pioneering work at places such as Clumber Park in Nottinghamshire, with its
~
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KKK
*
A £1.5 million grant is funding the Cycle Hub Project with partners that include
®
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Children need adventure. We continue to build on our Wild Child initiative,
providing bush-craft, den-building and wild food foraging at many places.
Fell Foot in the Lakes provides safe water for wild swimming. There is an
exciting Wet n Wild holiday programme at Plas Newydd on Anglesey, while
Stackpole in Pembrokeshire now introduces children to the thrills of kayaking,
coasteering and snorkelling.
$$##
21
Bringing our places to life
J'$(4
3##''$'L#(#4BThe Trust is acting,
often on a landscape scale, to increase biodiversity. We have announced a
}
half-way point in the ambitious Abergwesyn project in mid-Wales. There is
international interest in our research at Holnicote Estate in Somerset which,
*
On a much smaller scale we re-created a rich marshland environment in three
¡³*=U¢
®
*|
populations where this is necessary to support red squirrels, such as on Anglesey.
}
®<$
´
oldest recorded Arctic Tern – a healthy 30-year-old, with at least a million miles
*
ª
Tyne & Wear a vital insight into bat conservation.
We linked up with BBC Local Radio to follow the progress of our 44 new
honeybee colonies, many producing honey to sell locally, encouraging thousands
of listeners to create bee-friendly gardens. Restoration of heathland in Purbeck,
}±®
~*
Although we have had many successes, we are extremely concerned by the
increasing frequency of outbreaks of Phytophora ramorum and related diseases
*<
the South West, but we are now anxiously following the spread of the disease
into new areas and species, including larch trees. Our experts on plant diseases
contribute to debate and planning at a very high level, and we have taken the
decision to move our Plant Conservation Programme nursery to a new location
in Devon to minimise the risks from this disease.
Indeed we face a number of environmental challenges, many of them
*±
~
through changes to upland management in areas such as the Peak District,
Exmoor, the Lake District and the Welsh mountains. And at places such as
|~
~*#
exceptionally cold winter spells caused problems at places not used to frozen
water pipes and deep frosts. As well as Phytophora-related diseases we are also
tackling a number of pest species such as the oak processionary moth and tree
diseases such as horse chestnut bleeding canker.
7#H4
~
Coleton Fishacre, Devon
Hardwick Hall, Derbyshire, in the snow
A red squirrel
Horse riding in the area around Eight Wantz
|
®
A tern sits on the hat of a warden in the
Farne Islands, Northumberland
Gritstone outcrop at the southern edge of
Kinder Scout in the Peak District, Derbyshire
22
$$##
Bringing our places to life
#$##(
XH$'+#+#''##44B
}
$
the country, bringing together local people and groups for fun and frank
conversation about how we can work better together. We are also working with
Q
ª
*
Events such as the Victorian Christmas weekend at Quarry Bank Mill and Styal
Estate in Cheshire or the Jazz Barbeque at Dunster Castle in Somerset help
*
}
}
exemplary Restoring the Dunes programme.
We help celebrate local, regional or national culture through hosting big events.
Llanerchaeron in Ceredigion had the honour of hosting 2010’s Urdd National
Eisteddfod. We help local communities to mark the passing of the seasons
through harvest days and mass-planting events: for instance at Kingston Lacy
in Dorset 100 local people planted 30,000 seedlings to create a stunning
~*
7#H4#
Outdoor theatre event at
Shaw's Corner, Hertfordshire
Children looking at the guide to Dunster
Castle, Somerset
Whose Story? event at Wightwick Manor,
West Midlands
Costumed interpreters in Victorian dress at
Quarry Bank Mill, Cheshire
Christmas tree with presents in the Tapestry
Bedroom at Uppark House, West Sussex
National Trust Annual Report 2010/11
$$##
23
Bringing our places to life
;$$'#
.;#.4$'(#}#$$
7#H4
4#';>'4$'
Volunteer working in the allotment at Wimpole
Estate’s Community Farm, Cambridgeshire
####H(<4#'4LL'B
±
*
We reached wide audiences through the BBC’s 45-part Great British Menu series, which
Beekeeper tending bees at Trengwainton
Garden, Cornwall
±
by our President HRH The Prince of Wales and The Duchess of Cornwall. We were
=
Food Programme. Trust catering now focuses on local, fresh, seasonal ingredients, and
+
produce from the kitchen garden at Heelis,
|
Q
we are taking part in the Soil Association’s Food for Life accreditation scheme.
A major success this year was the hands-on involvement of thousands of people
Child taking part in a Crumble Rumble at
Hughenden Manor, Buckinghamshire
in producing food at our properties. The Traditional Orchards Project has involved
volunteers and trained people in orchard management skills. Visitors enjoyed orchard
activities during the year, from Full Bloom events in blossom-time to harvest celebrations
Display of apples grown in the Kitchen Garden
at Hughenden Manor, Buckinghamshire.
in the autumn. With support from Natural England’s 2010 Countdown we restored over
80 orchards and created 20 new ones. Schools competed in Crumble Rumbles to pick,
prepare and cook fruit crumbles, with winning times well inside an hour.
Schemes like Northern Ireland’s Community Allotments in Belfast and Springhill
show the power of collaborative gardening projects to forge strong, positive
relationships between the Trust and local people. Our national allotment programme is
mushrooming: 70 of our places now provide community allotments where our gardeners
can share expertise with new growers. So far 847 allotments have been created against
our target of 1,000.
In Surrey, villagers are creating a Grace and Flavour community kitchen garden from
overgrown land on the Hatchlands Park Estate. Even more ambitious is Wimpole Estate’s
pioneering Community Farm in Cambridgeshire, providing weekly boxes of fresh
vegetables to those taking part.
24
$$##
Full Bloom Festival at Acorn Bank Garden
and Watermill, Cumbria
Bringing our places to life
The capacity to surprise
3L#H4#
'##('##$I$
Grass sofa on the lawn outside Osterley Park
and House, Middlesex
BIt was thrilling that radio DJs and their listeners turned to us as the
people who know how to look after things when the famous Abbey Road Studios were
threatened with closure. The studios were not, in the end, sold but we enjoyed a few
The Marble Hall at Kedleston Hall, Derbyshire,
with Susie MacMurray's installation of a maze
of gold threads
days of world-wide publicity.
Our Trust New Art partnership with the Arts Council England placed exciting
contemporary art in historic settings: a maze of gold threads shimmered across the
Decorative fretwork and tools in the London
home where poet Khadambi Asalache lived
Marble Hall at Kedleston Hall in Derbyshire, and Tatton Park in Cheshire hosted its
Bottled fresh air from Stourhead, Wiltshire
'
}
second Contemporary Art Biennial.
London terraced home of Kenyan poet Khadambi Asalache, whose richly decorated
The house and garden at
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on Thames in Oxfordshire, was the home of the car manufacturer and philanthropist
William Morris. The house tells the fascinating story of the man who transformed so
many people’s lives yet lived modestly despite his great fortune. In an innovative move
$Q
College, Oxford if we cannot make it successful.
®
#
ª
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– a ‘green’ chill-out zone imbued with calming natural sounds to refresh the spirits
of the festival-goers. More than 10,000 people sat on our Grass Sofas in ‘open-air
sitting-rooms’ at places including Osterley Park and House in Middlesex, Lanhydrock in
*<
bottled air from beauty-spots to publicise our fresh air campaign.
National Trust Annual Report 2010/11
$$##
25
Performing
at our best
XJ++(<
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$4$HB
X'#(+##+(4I
#4<#$L
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But sheer size can threaten that vital
B6#4
4'+<'
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#(H4B
So they need to be sure of three things.
First, that the Trust is moving forward in a
clearly agreed, positive direction, driven by
a compelling vision of the future. Second,
that they have the resources – human and
*
experience and know-how are shared across
the organisation.
Our change programme was built on these
&
Q
*
Opposite:
Lyme Park, Cheshire
26
4$+
National Trust Annual Report 2010/11
27
Performing at our best
First principles
7#H4#
4$+4#$('$$'(
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<
&
|
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We introduced a new structure for our organisation driven by clear goals.
|
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#
to bring our places to life in imaginative and distinctive ways. In a big
~
*
Shelling fresh peas, for pea soup,
one of the delicious dishes served at
National Trust restaurants
Volunteer costumed interpreters looking
into the School Room window at
The Workhouse, Nottinghamshire
Department in Warrington
A Conservator working on the canopy in the
Long Gallery at Hardwick Hall, Derbyshire
Heavy horse handler at Wimpole Home
Farm, Cambridgeshire
28
4$+
Performing at our best
.4I#
"#(4+('$'
#$#BMore creative, collaborative roles have replaced
hierarchical structures. In a nutshell, we have:
"reduced the number of English regions (we combined the East and West
Midlands into the Midlands; Devon & Cornwall and Wessex into the
South West; and South East and Thames & Solent into London and the
South East – there was no change in the North West, Yorkshire & North
East, East of England and the countries of Wales and Northern Ireland);
and created a new, more outward-facing role for Country/Regional
Directors and their Advisory Boards to help us reach many more people;
"created an expert national consultancy within which our talented specialists
work to provide integrated advice to property and general managers;
"
structure for the teams who provide a framework for our conservation
and supporter services and a stronger brand, marketing and commercial
presence for the Trust; and
"
Q
whole organisation.
&
*
New structures are supported by new ways of working and clearer rules and
responsibilities. Though there is more to do, we have made progress. We have
swept away over a thousand instructions and guidance notes and introduced
a new Rulebook with just 56 simpler rules. Improved management information
is revolutionising managers’ ability to make decisions, and a consistent
Q
our projects. Our new Property Finance scheme gives property and general
managers much greater control over their budgets and they keep half of any
surplus against budget they generate. Training through Spirit of Place courses
*
.4+4
&
being generated by the biomass boiler at
Castle Drogo, Devon
Working together at Heelis, Wiltshire,
Q
Castle Drogo was named Best Visitor Attraction
in Devon in the Visit Devon Tourism Awards
#
~
*
the Trust won Visit England’s Outstanding Contribution to Tourism award.
Castle Drogo was named Best Visitor Attraction in Devon. The Trust in
Northern Ireland won the NI Tourist Board’s Outstanding Contribution to
Tourism award. Britain’s top art conservation award went to Hanbury Hall in
Worcestershire for the stunning restoration of its wall-paintings. Our touring
garden exhibition was chosen as Best Green Event by the Global Green Awards.
|
&
the restoration of the Black Beaches in Durham, where the Trust has been a
leading partner, was chosen as the UK nomination for the Council of Europe’s
prestigious European Landscape Award.
One of the wall-paintings at
Hanbury Hall, Worcestershire
National Trust Annual Report 2010/11
4$+
29
Performing at our best
#$
6+#4''BWe rely on a
virtuous circle of great conservation inspiring mass support, which generates
the income to invest in further conservation and visitor improvements. For
every £1 we earn, we ensure that 20 pence is available to reinvest in our core
purpose. We call that target 20% Net Gain.
Opposite:
|
$
ª
K*U
Q
environment. We expect next year to be even tougher. Membership rose again
to 3.8 million with a record 652,000 new recruits, on target to reach our 2020
vision. Our worry is the number of people who decided not to renew their
membership – a total of 527,000. Contributing to this were problems with
the Customer Relationship Management system we implemented last year,
which underperformed at times. Full resolution will take some time, but we
are working hard to ensure we issue membership cards on time and process
subscriptions correctly.
7#H4
We had a record 17.7 million visits to our pay-for-entry properties. Member
visits are going up each year but paying visits saw a decline of 4%. People
cottages fell by £3.4 million to £21.7 million. We need to continue to innovate
¶
right is a major priority.
New catering displays for National Trust
cafés and restaurants, seen here at
Coughton Court, Warwickshire
Fundraising, however, went extremely well, especially legacy income which was
£4.2 million ahead of budget at £46.2 million, although down on the very high
levels seen in 2009/10. We were very grateful for Heritage Lottery Fund grants
for Morden Hall Park in London (£990,000) for its ‘Heart of the Park’ project,
Chedworth (£700,000) and our Skills for the Future programme (£529,000),
which trains new conservation specialists. The Wolfson Foundation generously
supports a number of our priority conservation projects, and we also thank
the National Gardens Scheme for funding our Gardens Careership scheme, the
ª|
®
$
Heritage Memorial Fund for supporting the appeal to save Nostell Priory’s
±
·U*K*
®
*|
commitment and generosity of the Croome Court Appeal Committee under
the leadership of Chairman Lord Flight.
this year. There have been countless opportunities to read, hear or see about
the National Trust in the media this year. Our media team were named
$
#
¸
*
30
4$+
|
Emley Farm House, a National Trust Holiday
Cottage, at Bowlhead Green, Surrey
The cascade on the River Wandle in
Morden Hall Park, London
Conservation of Ham House Queen’s
Antechamber wall-hangings
National Trust Annual Report 2010/11
31
Performing at our best
9+##
X#''4'z<b#'
+|Bz4##''(<''4
#4##BTheir enthusiasm is palpable but must never be taken
for granted. This year’s volunteer survey showed that we could do much better
*>+
involvement, and only 58% would ‘strongly recommend’ volunteering at the
National Trust to their friends. We are working hard to understand better our
volunteers’ needs and aspirations so that we can improve these results.
A number of encouraging initiatives to expand volunteering are underway,
including a National Family Week and Big Lottery-supported Family
Volunteering Project in 17 Trust locations. The results so far are very impressive.
The main targets were people with little or no existing connection with the
Trust. The family groups involved responded very enthusiastically to a wide
variety of opportunities – from heavy outdoor work to tour guiding and
costumed interpretation.
A new emphasis on skill-building has seen programmes in tour-guide training
and six Volunteering Exemplar pilots designed to make much better use of
volunteers’ individuals skills. More than 850 young people were involved in
Revolution, the Trust’s youth volunteering festival at six sites in the South West.
Ullswater’s Wallathon Weekend in Cumbria was a spectacular example of mass
volunteering. Expert wall-builders and volunteers rebuilt a stretch of dry-stone
~*#
standing in 250 years.
32
4$+
Opposite:
Knight in armour talks to visitors at
Chirk Castle, Wrexham
7#H4
Jelly-making in the kitchen
at Lanhydrock, Cornwall
Volunteer room guide and visitors
at Croft Castle, Herefordshire
Volunteer costumed interpreters
at The Workhouse, Nottinghamshire
Volunteers repairing a dry-stone wall with
reclaimed estate stone and new stone from a local
quarry on the estate at Lyme Park, Cheshire
Volunteer room steward
at Charlecote Park, Warwickshire
National Trust Annual Report 2010/11
33
Performing at our best
3$+#(
X#+4#'$$<#
*#+d('$BSome of our activities
have a particularly clear social and environmental purpose. For example, the
three-year Getting into the Past partnership with The Prince’s Trust ended this
year with 79% of the 1,166 young people involved moving into employment,
further training or volunteering. The independent evaluator described it as
‘an exemplar of good practice’.
One hundred and nineteen young people were employed at 49 sites as part
of the Government’s Future Jobs fund – now unfortunately a victim of public
spending cuts. We are creating and funding a new three-year apprenticeship
scheme in traditional conservation skills and have begun a graduate
internship programme.
We have worked with The Prince’s Foundation for Architecture and the Built
$
*|
National Trust membership to all our tenants to recognise the important role
they play as stewards of our land and tenanted houses, and we will engage
them more closely with our work.
Our !
"
#report set out our ambitious programme for halving
our dependence on fossil fuel by 2020 by switching to renewable sources of
& `
named best village in the Independent’s Green Awards 2010. In Northumberland
Wallington’s ground-breaking research into estate-wide carbon use has exciting
implications for community biomass heating, wind generation and managing
carbon stores in land.
#ª&®
*|
wood-burning systems are being introduced in many places, including
#
$
}
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}*
##
|
¯K
&
renewable sources by 2013.
.4+4
Stone Mason working in his studio at
Hardwick Hall, Derbyshire
Solar panels, and drying beach towels,
at Bosigran Farm, Cornwall
Pen y Fan in the Brecon Beacons National Park
The waters of the River Dulais are used
to make Aberdulais Falls, near Neath self
Q
&
&
Plant in Time
event at Saltram, Devon
Wakehurst Place, West Sussex, the country
estate of the Royal Botanic Gardens, Kew
and our most visited property
34
4$+
Performing at our best
J$$4
3L#H4
Gilt-brass wirework on one of the bookcases in
the Library at Hartwell House, Buckinghamshire
Wardens working on the drainage in the
blanket peat on the High Peak Estate, in the
Peak District National Park, Derbyshire
Visitors reading a map
at Great Langdale, Cumbria
Woodland path on the Ashridge Estate,
on the border between Hertfordshire
and Buckinghamshire
3;4J$#(+$''$
+##('''#''+#B
For example, we have been deeply involved in debates over the environmental
}#
countryside between London and Birmingham – and especially some beautiful
parts of the Chilterns – would have a direct impact on inalienable land at
Hartwell House near Aylesbury, which we hold on a long lease from the Ernest
Cook Foundation. Our visibility in the furore that greeted the proposal to
transfer the public forest estate into new forms of ownership and management
led to our Director-General being appointed to serve on the panel charged with
*|
Big Society changes proposed in the Public Bodies Bill which was radically
altered, partly in response to our concerns. Elections in Wales and Northern
Ireland have brought changes whose implications we will also follow.
We are facing unprecedented numbers of requests to take on properties that
*
risk. We continue to work with English Heritage to support the removal of the
eyesore that is the existing Stonehenge visitor centre and to support the new
one to the west of the Stones.
We published a detailed report on land management as a contribution to
the Government’s Natural Environment White Paper and also completed
a four-year project to register title to all our land in England and Wales with
the Land Registry.
National Trust Annual Report 2010/11
4$+
35
Highlights
of the year
3+May: Monty Don, Dame Fiona Reynolds
and Simon Schama taking part in a debate
at the Hay Festival
Right: October: National Trust AGM 2010
# February: child climbing on tree roots
at Lydford Gorge, Devon
# March and September: Giant's
Causeway, Co. Antrim
Bottom: May: winners of the Great British Menu
March
June
Bonus Time free-entry weekend attracts more than
Restored Tintoretto rehung at Kingston Lacy in Dorset
200,000 visitors
Our Director-General Fiona Reynolds gives 2010 Magna Carta
£9.25 million grant received from the Northern Ireland Tourist
Board for Giant’s Causeway Visitor Centre
Lecture on rights of access to beauty, nature and heritage
July
April
30th anniversary of National Heritage Memorial Fund, during
Outstanding Contribution to Tourism award from
Visit England
which time it has contributed £72.6 million to the National Trust
Grass sofas arrive at a selection of our places including Osterley
#
$
}
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listed buildings in recent times to be heated by wood fuel
Park and House in Middlesex, Lanhydrock in Cornwall and Little
Moreton Hall in Cheshire
May
August
The Trust organises debates at the Hay Festival on the subject
Launch of Neptune Appeal for coastline on the Llyn Peninsula
of Quality of Life
in North Wales
Final of BBC2’s 45-part Great British Menu features the Trust’s
President HRH The Prince of Wales and many tenants
36
&$'#$''(
~
3+June: Zusannah Soinska of the
Hamilton Kerr Institute retouching
the Tintoretto
3+'#
$
}
#November: rock formations
at Kinder Scout, Derbyshire
3+August: Llyn Peninsula, North Wales
E'
~
Plant in Time event at Saltram, Devon
64+
"4+
Tap-water promotion rolled out to all properties
Trust responds to publication of proposed route for High Speed
Construction of the new Giant’s Causeway Visitor Centre begins
+
Annual General Meeting held at STEAM and Heelis, Swindon
Awards given to 21 food and drink producers and 32 products
at the 2010 National Trust Fine Farm Produce awards for farmers
and growers from National Trust estates
=4+
Completion of the acquisition of Khadambi Asalache’s house
in South London
Announcement of a major conservation project on Kinder
Scout in the Peak District
Two rail link through the Chilterns
A Plant in Time touring garden wins Best Green Event award
at global Green Awards 2010
January
Trust responds to the Government’s announcement on future
of the forests
Brueghel’s The Procession to Calvary saved for Nostell Priory in
West Yorkshire after successful three-month appeal
.+(
Launch of Getting outdoors and closer to nature
Start of joint Eastern Moors conservation project with RSPB
to co-manage this part of the Peak District
National Trust Annual Report 2010/11
&$'#$''(
37
Future plans
Vision
Focus
|
2020
During the next three years we are focusing on Going local
Vision. It commits us to build support for the Trust so that
to free up our property managers and bring out the special
by 2020:
character of each of our places. The priorities to achieve this
will continue to be bringing places to life and performing at our
"everyone in England, Wales and Northern Ireland will
feel like a member;
best, but we will add a new one: getting people outdoors and
closer to nature. We know that one of the ways of reaching the
wider population is to become much better known for our work
"*
in the coast and countryside; and we also know that we need to
engage more deeply with urban communities. We’ll begin this by
This means that by 2020 everyone in England, Wales and
exploring a number of pilot projects in our major cities.
Northern Ireland should have heard about us, know what we
do and feel positively towards us.
7#H4#
Volunteer helping a child to dress up in historic
costume at Little Moreton Hall, Cheshire
Mam Tor, part of the High Peak
Estate, Derbyshire
Hurst Street and Inge Street which enclose
Court 15 of the Birmingham Back to Backs
38
Future plans
Three priorities
}
in the next
Over the next year we will complete the implementation of our
three years:
new structure and the changes associated with it, simplifying
decision-making and delegating more. The new parts of the
"+$$##through imaginative,
warm-hearted and inspiring storytelling, so that people
#
accountabilities and responsibilities.
will want to return time and time again to discover more
and tell others about it;
|
*
"helping people to $#
presented on this next year.
by giving visitors more reasons to explore in the open
During 2011/12 we will fund a major increase in what we spend on
a more positive welcome in the countryside; and
conservation. We have agreed to provide an additional £30 million
on top of the £100 million we already allocate to properties. Among
"4$+– completing our change
other projects we have agreed a renewal programme costing
£15 million (much of which will need to be raised) at Knole in Kent;
and a £6 million project to re-service Mount Stewart in Northern
*
Ireland. Appeals include a campaign to buy the 242.81-hectare
(600-acre) Llyndy Isaf Farm in Snowdonia, and a £6 million appeal
to save Castle Drogo in Devon from irreversible damage. Work has
started on new £18 million visitor facilities at the Giant’s Causeway
where the vast majority of the work is being done by local Northern
7#H4#
Ireland companies. We are providing £10 million to address the
Belly boarders brave the cold at Chapel Porth,
North Cornwall
backlog in our let estate, much of which will deliver a positive
Visitors in the garden at Bateman’s,
East Sussex
Among outdoor developments we will be extending the Trust’s
*
*|
|
Festival in October 2011 to involve at least 150 properties and we
Outdoor theatre production at
Dudmaston Estate, Shropshire
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footpaths. There will be a new programme of cycling events both
*
Visitor reading the room guide in the North
Gallery at Petworth House, West Sussex
National Trust Annual Report 2010/11
Future plans
39
in brief
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Thank you for the help of many partners, the generous support of our many sponsors and the
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Northern Ireland Tourist Board in particular. Above all, a big thank you to our members, visitors,
*
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2010/11
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£3.1m from the Northern Ireland
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Tourist Board. There were some
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Nostell Priory chattels (£5.1m),
Cider House at Buckland (£1.7m)
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and Henfaes and Porth
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short-term cyclical (tasks recurring
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and small project costs (tasks with
a lifetime spend of under £25k)
7#d
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properties. The impact of the
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reduce capital spend by £33.3m
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National Trust Annual Report 2010/11
¡
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statements Note 11).
*+
41
Financial
review
9
Commission permitting us to distribute part of the capital growth, along
with the income arising on our investments, to properties. This important
KUKUU
facility made an additional £20.6 million of income available during
K$
ª¤.
2010/11 and helped us to continue to grow our conservation project work,
Achievement of this target enables us to invest in bringing our places to
despite income streams coming under pressure.
life, an ambition that has renewed focus now that we have embarked on
##
a wide-reaching change programme designed to place properties at the
but still stands at over £60 million (2010: £94 million). The £33 million
heart of everything we do.
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}
of £29 million (2009/10: £0.1 million) – in other words our outgoings
small increase in the estimated cost of future payments to pensioners.
of £442 million exceeded our income of £413 million. This has arisen
Our pension commitments are long-term obligations that are being
because of a number of exceptional items of expenditure, particularly
addressed through planned increases in contributions to the Pension
acquisitions and large projects, as well as a reduction in some income
Scheme over the next 22 years. The next full Scheme valuation will take
streams – especially the commercial contribution and legacies.
place later this year.
During the year a number of important acquisitions (such as the
contents at Nostell Priory) lifted total acquisition costs £6 million higher
94#(<4
than in 2009/10. In addition to this we increased substantially the
amount of money spent on capital projects and cyclical repair work – an
#
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Trust is managed. We report here on the main policies; full details are
·¯¡$
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The Trust’s funds are invested in one or more investment pools
for more details).
depending on the nature of each fund and the likely timing of any
main income streams but this trend stalled for membership income and
drawing from it. The largest investment pool is the General Pool, which is
commercial contribution in 2010/11. Membership income fell back by
¡$
¢*
£1 million despite the growth in the number of members. This was because
The investment policy for the General Pool is to maintain and enhance
`#
the capital value of our assets and to produce, as far as possible,
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cases by operational issues with our membership system. Commercial
invested in UK and overseas equities. The balance is invested in bonds,
contribution was £3 million lower despite a 3% increase in visitor numbers
property and alternative assets including hedge funds and commodities.
because people spent less during property visits. We also saw a reduction
In the year to 28 February 2011, the total value of all investments
in income from commercial partnerships. Finally legacy income decreased
increased from £889.2 million to £967.6 million. As noted above, the
from the very high levels seen in 2009/10, falling by £4 million.
General Pool comprises the majority of Trust investments, and its
However, 2010/11 saw a continued and strong recovery in the value of
funds under management rose from £826.2 million to £904.1 million
the Trust’s investment portfolio. Investment gains in the year amounted
*#
to £92 million. We have a long-standing arrangement with the Charity
£908.1 million (as at 30 April 2011).
42
.#
In terms of investment performance (measured over the calendar year
Only 17% of the Trust’s reserves are unrestricted and can be used
2010), the General Pool fund managers delivered a combined return of
to cover the general obligations of the Trust. The £162.3 million of
13.0% against a benchmark of 12.3% and an average charity return of 13.6%.
unrestricted reserves at 28 February 2011 is shown after the deduction of
For the three years to 31 December 2010 the Pool achieved a return of 2.6%
·¯K*>
#
against a benchmark of 3.6% and an average charity return of 2.6%.
*#
40% of the General Pool is managed by JP Morgan Asset
£222.9 million, of which £31.7 million has been designated to provide
Management, and in 2010 this manager matched the benchmark set
development funding to properties, and £20 million has been set aside
by the Investment Committee with a return of 14.7%.
to ensure that a shortfall in legacy receipts in any year will not result in
In December 2010, JP Morgan’s mandate for managing overseas
disruption of work on properties. In addition to this, £63.3 million has
~
of underperformance. A sum of £175 million in assets under management
·³¯*=
#
was transferred to a new Global Equity mandate run by Longview
and projects. This leaves the General Fund (£31.5 million) as the only true
Partners LLP, benchmarked against the MSCI All Countries World Index.
free reserve available to the Trust.
Longview has been set a target of outperforming this index by 3%
annualised over a rolling three-year period. Longview now manages 21%
The Trust’s unrestricted reserves, though they have grown over time,
Q
*
of the General Pool.
Newton and BlackRock manage the balance of the General Pool.
Reserves policy
These managers are tasked with achieving a target return of RPI +5% per
In the light of these pressures, the Trustees have established a number
year. For 2010, BlackRock delivered a return of 10.1% against a target of
of stretching reserve targets. The main features of our reserves policy
9.8%. Newton also exceeded the target with a return of 11.1%.
are as follows:
Our Charity Commission scheme (further details of which are given
$
¢
*
"reserves are an inherent part of the Trust’s risk management
process. The need for reserves will vary depending on the Trust’s
#
Reserves
faces at a particular time;
"the need for reserves will be assessed as part of our strategic
$
planning process, currently on a three-year cycle. The need to build
Our purpose is to conserve places of historic interest or natural beauty
up reserves will also be taken into account in the annual planning
*#
and budgeting process;
declaring properties inalienable. This unique power is the cornerstone
of the Trust’s work. Property declared inalienable cannot be sold or
mortgaged, and cannot be compulsorily purchased against the Trust’s
wishes, without invoking a special parliamentary procedure. Once the
National Trust’s Trustees have declared property inalienable, they cannot
reverse that declaration.
Protecting the nation’s heritage ‘for ever, for everyone’ is a massive
*
"reserves exist either to provide short-term protection against
~
"the reserves policy balances the need to build up long-term reserves
against the need for short-term spending on our core purposes;
"
#
long term to provide much-needed investment income for
under-endowed properties; and
Inalienable properties and other properties held for preservation bring
"new acquisitions should be fully funded through the establishment
with them a permanent responsibility for their future care that imposes
of a separate endowment fund, if necessary, and hence should not
*
need to be supported by the General Fund.
The scale of our cyclical repair work is enormous. Despite consistently
increasing our expenditure on conservation repair work year on year,
#
*
this is not meeting all our annual repair needs. In addition we have an
*
The General Fund
Our approach has been to do all we can to ensure that the backlog
£31.5 million (2010: £31 million) against a target of £43.3 million.
does not increase, by careful targeting of short-term cyclical tasks.
The General Fund, which represents the Trust’s working reserve,
These short-term cyclical tasks and other small property projects, which
helps us ensure that we are able to continue with our obligations in the
amounted to £33.3 million in 2010/11, are now reported within routine
event of a shortfall in income or sudden upturn in expenditure. The
property running costs following a change in our accounting policy this
*#~
*
income ¥. The General Fund has increased in value by £0.5 million and
National Trust Annual Report 2010/11
.#
43
now represents approximately 2.2 months’ cover, up from 2.1 months
maintenance. These funds have either been received as a gift or have
at February 2010.
been established by the Trustees from the Trust’s own funds.
The General Fund has experienced net outgoing resources during
These funds all generate investment income and, in some cases, fund
operating and project expenditure. The annual net incoming resources
$
UU*$
·*U
from funds are in principle allocated to the fund categories which
by investment gains of £1.8 million and net transfers in of £1.7 million.
generated them. However, in some cases it is necessary to transfer funds
between categories.
Property Transformation Fund
£31.7 million (Under-endowed property and backlog reserve 2010:
Uses of the General Fund (Note 20)
The General Fund is the Trust’s working reserve. When an individual
£34.2 million). There is no target for this fund.
The Trustees approved the redesignation of the funds in the
Special Trust property’s expenditure exceeds its income, and where it has
Under-endowed property and backlog reserve to create the new Property
ª®
Q
Transformation Fund. This fund has been set aside to provide capital
income is generated by the Special Trust property to reimburse the
General Fund. In addition, a transfer is made each year from the General
by Property Business Plans where no other funding is readily available.
Fund to the Fixed Asset Reserve to fund the increase in the Trust’s
During the year this fund also covered the costs of the programme of
*
backlog environmental works that the Trustees approved in previous
years when the Under-endowed property and backlog reserve existed.
We may also decide, subject to the availability of funds, to use the
General Fund:
During the year, expenditure of £5.3 million has been incurred on
property development projects and backlog environmental work, which
"to help pay for an acquisition;
·*@*
"to fund a transfer to the Maintenance Reserve; and
"to pay for a special project for which no other sources of funding
Maintenance Reserve
can be found.
£20 million (2010: £20 million) against a target of £20 million.
This reserve protects the Trust against a fall in legacy income. The
KUUU*
After making these transfers, the balance of the operating contribution is
retained in the General Fund as part of the Trust’s reserves.
Fixed Asset Reserve
£63.3 million (2010: £60.5 million).
#
*#
ª®
in order to meet this target. In 2010/11, the Trust invested substantially
<#
necessitated an uplift in the value of this fund.
Other designated funds
We have established various other designated funds. These are set out
$
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funds set up at the Trustees’ discretion. These funds include amounts set
*
Sources and allocations of funds
¤Net Gain is the excess of ordinary income over
The Trust’s funds are divided between unrestricted funds, restricted
funds and endowments. Restricted funds include gifts, appeals income,
expenditure of the National Trust. It includes
investment gains distributed to properties under
the total return policy but excludes legacies,
the reserves of Special Trust properties (properties with their own
capital grants, acquisitions, capital projects and
¢*´
conservation tasks. More information is provided
funds include the Trust’s General Fund, other reserves and legacies
@*
¥Total General Fund incoming resources (Note 20
given for any Trust purpose. Endowment funds are those established
¢
for properties to provide income over the long term to fund their
and the costs of charitable trading activities.
44
.#
344$4
6##
The Board of Trustees has ultimate responsibility for what the National
6<$4$4
Trust does, consistent with section 97 (1) of the Charities Act 1993,
which states that charity trustees are ‘the persons having the general
Statement of the Board’s responsibilities as Trustees
control and management of the administration of a charity’. The Board of
We, as Trustees, are responsible for preparing the Trustees’ Report and the
Trustees currently has 12 members, all appointed by the Council.
*
The Council is the guardian of the spirit of the Trust and of its
The National Trust Act and the Charities Act 1993 requires us as Trustees
long-term objectives. More information on the Council can be found on
*´
=¯
=°>K*
´
#
±#
Generally Accepted Accounting Practice (United Kingdom Accounting
new governance arrangements introduced a Board of Trustees in 2005.
Standards and applicable law) and the Charities SORP 2005. We must not
The Council’s Nominations Committee for the appointment of Trustees
completed its work to recruit three new trustees to succeed Sue Davies,
$
#
Hugh Matheson and Simon Timms who had each completed two terms
$
#
*<
'
Q*®
ª$º
"select suitable accounting policies and then apply them consistently;
appointed for an initial term of three years. A list of the current members
"make judgements and accounting estimates that are reasonable
and prudent;
of the Board of Trustees is on page 83.
We amended the rules for extraordinary general meetings of the
National Trust in order to reduce the risk of supporters’ money being
spent unnecessarily on costly meetings instead of furthering the Trust’s
"state whether applicable UK Accounting Standards have been
followed, subject to any material departures disclosed and
core purposes. We also made a minor amendment to the rules about the
"
establishment of committees and advisory panels and revised the terms
it is inappropriate to presume that the National Trust will continue
of reference for Regional/Country Advisory Boards, previously known as
in business.
Country/Regional Committees. Our Parliamentary Scheme can be found
at www.nationaltrust.org.uk/govhandbook.
In October 2010 we held another successful AGM in Swindon. An
account of the meeting can be found on page 86.
We are founder members of the International National Trusts
|
Q
to show and explain the National Trust’s consolidated transactions and disclose
$
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Organisation (INTO) and we host the INTO Secretariat at our London
with The National Trust Act 1971 and the Charities (Accounts and Reports)
QȻ
}|U*<$#
´
Regulations 2008 and the Charities SORP 2005. We are also responsible for
(charity number 1128224), with the object ‘to promote the conservation
safeguarding the assets of the National Trust and hence for taking reasonable
and enhancement of the natural and cultural heritage of all nations
steps for the prevention and detection of fraud and other irregularities.
’. Through co-operation,
We are responsible for the maintenance and integrity of the
co-ordination and comradeship, INTO enables people to exchange
National Trust’s website. Legislation in the United Kingdom governing
information, and develops and promotes best practice.
from legislation in other jurisdictions.
Statement on disclosure of information to the auditors
#
audit information of which the National Trust’s auditors are unaware and
that they have each taken all the steps that they ought to have taken, as
Trustees, to make themselves aware of any relevant audit information and
to establish that the National Trust’s auditors are aware of that information.
Governance volunteers
A large number of individuals are involved, all in a voluntary capacity,
in our governance processes. This section of the report describes the
many ways in which governance volunteers play a role in supporting the
management and administration of the Trust.
Since 1 September 2005 we have been responsible as Trustees for
the administration and management of the National Trust. We currently
National Trust Annual Report 2010/11
344$46##
45
6##(continued)
comprise 12 members, all appointed by the Council, following the
The Council appoints the Board of Trustees and holds us to
recruitment processes set out in our 2005 Parliamentary Scheme.
account. It also appoints the Chairman and Deputy Chairman of the
Recommendations for the appointment of Trustees are made to the
Trust. The Council’s report to members on its activities is presented on
Council by a Nominations Committee set up for that purpose. Currently
pages 49 to 50. A number of Nominations Committees are set up by
eight of our members are Council members, with the remainder being
the Council to help with various election and appointment activities
external appointments. An induction programme is designed to inform
throughout the year.
#
#
&
planning arrangements and the delegation framework which shapes the
U$#7(3(
decision-making processes. Ongoing training is also provided.
Regional/Country Advisory Boards (previously known as Country
744'
¢
#
operating in the English regions (now reduced to six in number, as
We have four standing committees which help us with our work.
explained on page 29), Wales and Northern Ireland. These Advisory
Their members are listed on page 84 of this report:
Boards work on a voluntary basis and they do not have executive powers,
but as Trustees we receive their advice on important issues and receive
The Appointments Committee
This comprises members of the Board plus an external member.
issues, as needed.
Regional and Country chairmen are appointed by the Board of
It recommends to us suitable candidates for committees of the Board,
chairmen of Regional/Country Advisory Boards and chairmen of advisory
Trustees on the recommendation of our Appointments Committee.
panels, and maintains an overview of non-executive appointment
Members of the Advisory Boards are appointed by their chairmen on
processes generally across the Trust.
the recommendation of their respective appointments subcommittees,
which include an external member. A list of the members of these
The Audit Committee
Advisory Boards is provided on page 84.
This assists us in discharging our oversight responsibilities, by overseeing
3(#
*
<
#
##
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control, risk-management and compliance systems, the Trust’s
Architecture, Arts, Gardens & Parks, Land Use & Access and Nature
internal audit function and the external audit function, including
Conservation. We also have a Commercial Panel which works closely
recommending and assessing the performance of the external
with the Board of The National Trust (Enterprises) Ltd (see below) and a
auditor. During the year, the Committee reviewed the appointment of
Learning Panel.
The panels are made up of leading experts in each of their areas who
PricewaterhouseCoopers LLP as external auditors and recommended
#
*
to the Board of Trustees their reappointment.
the members of these panels is provided on page 85.
The Senior Management Remuneration Committee
The Board of Trustees appoints the chairmen of these panels on the
This manages the remuneration and terms of employment of senior
recommendation of our Appointments Committee. Each chairman is
managers in the National Trust, and reviews the Trust’s succession
responsible for the appointment of suitable experts to his or her panel.
planning and development activity for senior management.
Service arrangements
The Investment Committee
This reviews the management of our investments on our behalf.
All our governance volunteers described in the above groups are unpaid,
The Committee recommends to the Board of Trustees an appropriate
although expenses are paid.
&
and monitors their performance against agreed benchmarks.
&&&#E4
The Council
Historic House Hotels Limited is, as a result of an extraordinarily
generous gift, a wholly owned subsidiary of the National Trust and runs
The Council (whose members during the year are listed on page 83) provides
three hotels held on leases from the National Trust. One of the houses,
a wide range of expertise and a forum for debate about the major issues
Hartwell House, is in turn leased by the National Trust on a long lease
#
*
from the Ernest Cook Trust. The Board of Directors of Historic House
46
6##
6##(continued)
Hotels Limited is responsible for the company’s activities. The directors
these risks. We report on this in accordance with the Charity Commission’s
of Historic House Hotels Limited are listed on page 85. The performance
Statement of Recommended Practice (SORP) 2005.
Major risks are those which have a high likelihood of occurring
of Historic House Hotels Limited since its acquisition by the National
and would, if they occurred, have a severe impact on either operational
#
$
³
*
performance or achievement of purposes and objectives, or could damage
'=#xJ~E4
the Trust’s reputation. As Trustees, we are responsible for ensuring that
all risks are managed properly and we have a particular focus on the most
The National Trust (Enterprises) Limited is the Trust’s trading arm, and is
serious risks. These are reported to us, and are also considered by the Audit
$
#
Committee, on a quarterly basis.
the National Trust. The Board of The National Trust (Enterprises) Limited
Our approach addresses risk in a wide context, with emphasis on
is responsible for its activities and is chaired by Charles Gurassa, who is
also a member of the Board of Trustees.
with statutory requirements and internal control procedures. We assess
The Board’s members (appointed by us) include both non-executives
and members of the Executive Team. The Board performs the same role
*|
&
as any company board, overseeing the running of the company, setting
and monitoring its budget, approving major expenditure and approving
throughout our organisation.
*
At the end of the year the risks falling into the Charity Commission’s
The non-executive members are also members of the Commercial
'
Panel, which provides advice on other commercial activity within the
information systems and information security. These risks are being actively
Trust – for example, catering – which is not part of The National Trust
managed by the Executive Team and mitigating strategies, controls and
(Enterprises) Ltd. The members of the Board of The National Trust
*
(Enterprises) Ltd and the Commercial Panel are listed on page 85. The
also dealt with three other major risks which were: inconsistent delivery
performance of The National Trust (Enterprises) Limited during 2010/11
$
³
*
procedures were not being consistently followed. Whilst these risks are
still being managed, they have reduced to a more acceptable level by the
JI4
year-end and are no longer regarded as major risks.
The Executive Team, previously known as the Senior Management
##
ª
of our work. While we will never be complacent, we have concluded that, as a
*#
#
&
result of the implementation of our risk management policy through the risk
our consideration and approval, ensures its delivery and oversees the
management framework and its constituent processes, the major risks to
day-to-day operation of the Trust. A list of its members is on page 85.
#
Risk management is an essential part of good business practice, and we
#±#
systems or procedures established to mitigate those risks. However, a risk
the Director-General. These functions are summarised in a Scheme of
management system can only seek to manage, rather than eliminate, the risk
Delegation which we review periodically.
of failure to achieve business objectives and can provide only reasonable, and
not absolute, assurance against material misstatement or loss.
Risk management
&#'(
Risk management is an integral part of good corporate governance to
which the Trust is committed. Informed risk-taking helps to improve
In our work and at our properties, we aim to achieve our core charitable
performance, managing our threats and opportunities, and striving to create
an environment of ‘no surprises’. This helps us to strike the right balance
safety or health. However, we recognise that eliminating risks at our
between risk and opportunity. Risk management provides the framework
coast and countryside properties or in historic buildings and gardens is
#
neither achievable nor desirable. Whilst we accept our responsibilities as a
Q
*
landowner and manager, we believe that it is reasonable to expect visitors
The Trust’s risk management processes are designed to enable us, on
to take some personal responsibility for their own safety. In practice,
the advice of the Audit Committee, which considers separate reports from
recognising these shared responsibilities, we try to achieve a reasonable
the Risk & Assurance Director and the Executive Team, to conclude whether
balance between safety, conservation, access and the visitor experience.
#
reviewed, and systems and procedures have been established to mitigate
National Trust Annual Report 2010/11
Conservation, access and the visitor experience can be compromised
by adopting an approach to health and safety that is too risk-averse. We
6##
47
6##(continued)
Thanks
have adopted a sensible and proportionate approach that balances risks
It is our great pleasure to thank all the people who make our role
*
#
#
access and to ensure that we do not detract from people’s enjoyment and
valuable ways.
First, we thank the Council, whose members bring wisdom and
sense of freedom and adventure.
We submitted comments to Lord Young as part of his consultation
*|
on health and safety regulation and the compensation culture. His report
– ‘Common Sense, Common Safety’ – was published in October 2010. We
Trust. We are pleased to enclose the Council’s annual report to members
had emphasised the need for proportionality to ensure that organisations
within this document (pages 49 to 50).
We also thank the many dedicated people who sit on our expert
additional burdens. We believe that Lord Young has noted this and his
advisory panels and Regional/Country Advisory Boards. These bodies are
*
not decision-making, but their advice and input to many of our decisions,
recommendations related to the introduction of a system for risk/
whether about individual places and projects or on more strategic
*|
questions, are invaluable.
substantive progress from HSE and others in implementing Lord Young’s
We are indebted to our 3.8 million members, our many generous
recommendations. We hope it will lead to a more pragmatic, proportionate
donors and all the members of the Centres and Associations, Local
and consistent approach to investigation and enforcement.
Committees and Friends Groups whose support is essential to our work,
In 2010, we recorded a slight increase (7%) in the total number of
&*|
accidents – partly in line with increased visitor numbers. However, we are
61,500 volunteers who play such a critical role in the care of our places
delighted to report that the number of more serious accidents that needed
and in our engagement with our visitors. They also help connect us to our
local communities and to reach new audiences.
amount (26%). We record with regret the fatalities that occur each year on
Many of the former owners of our properties and their families
#
continue to play an active role. Many of these families were or are
who have to deal with them. The majority are from natural causes, suicide
generous donors, and we value our continuing relationship with them.
or as a result of activities such as climbing, fell walking or swimming.
We continue to work closely with our partners in the Visitor Safety in
We work with too many organisations to thank them all individually.
Our partnership work is of vital importance to our ability to achieve our
the Countryside Group to develop practical guidance and case studies on
objectives and we are truly grateful for the funding, collaboration and
visitor safety issues and to update the publication ‘Managing Visitor Safety
ideas that contribute to much of our work.
in the Countryside’. We continue to participate in the National Tree Safety
We are particularly grateful to those who have helped fund our
Group led by the Forestry Commission, which aims to publish industry
largest and most complex conservation projects, especially this year the
guidance on tree safety management in 2011.
Heritage Lottery Fund, the National Heritage Memorial Fund, Big Lottery
We are committed to securing further improvements in our safety
Fund, English Heritage, Defra, the Alice Trust, Forestry Commission,
performance in 2011. As part of the National Trust Change Programme,
Natural England, Northern Ireland Tourist Board, the Welsh Assembly
we have reviewed how we manage Health & Safety and other areas of
Government, Department of Work and Pensions and Sustrans.
*|
®
ª
&*
passion, commitment and dedication that is second to none. This has been
|
Q
design our new Operational Risk Management System, including a new
and gratitude for all they do for the Trust, and thereby for the nation.
team structure and a new process to identify, assess and manage risks.
We are pleased to present the Trustees’ report to our members.
|
structure, which have been designed to enable us to deliver good service
to our properties and better management of operational risk at property
level. The Operational Risk Team will help and support property managers
in achieving their aims for the property, whilst maintaining a safe but not
Simon Jenkins
risk-averse environment.
Chairman
|
team and its future way of working. Prior to this process, we had separate
on behalf of the Board of Trustees
6 July 2011
Fire, Health and Safety, Equality, Security and Environmental compliance
teams. The new team will act as a ‘One stop shop’ for properties to access
*
48
6##'H
Annual report
of the Council
2010/11
9
Boards and advisory panels (who are not already members of the Council)
have been invited to attend Council meetings as observers. The Council
The primary purpose of the Council is to uphold the spirit of the Trust
welcomed the members’ resolution on volunteer representation on the
and hold the Board of Trustees to account. As well as monitoring the
Council put to the AGM in October, and is keen to encourage volunteers
performance of the Trustees in their control of the management and
who undoubtedly have both a keen interest and a detailed understanding
administration of the Trust, the Council also appoints the Chairman
of the Trust to consider standing for election.
and Deputy Chairman of the Trust; appoints (and if necessary removes)
Trustees; and oversees the procedures for election and appointment of
7#4$$#(
Council members.
As part of its role in monitoring the performance of the Board of
The Council usually meets four times a year when it has the opportunity
Trustees, the Council reviews the Trust’s performance over the previous
#
*
year against the budget and key priorities as well as reviewing the Trust’s
One of these meetings is joined by the Board of Trustees for a visit to one
&*
of the Trust’s regions/countries. This enables the Council and Board to
see how the Trust’s strategies are being delivered on the ground and gives
4+''7#
Board members.
There are 53 members of the Council: 26 are elected by the membership,
In 2010 the Council and Board of Trustees visited the East of England
26 are appointed by organisations which have a relevant interest in the
region where they were hosted by Regional Chairman Anthea Case
work of the Trust, and the Chairman who leads both the Council and
ªQ
*#
the Board of Trustees. Council members, who are all volunteers, are
of themes which included whether bringing places to life was a threat
appointed or elected for three-year terms after which they are eligible for
to conservation; coastal change; preserving landscape character while
re-election or reappointment. Together they provide a breadth and depth
allowing it to live; developing new audiences; and reconnecting people
of understanding of the issues that the Trust faces, and a wide range of
with the land and food. The Council and Board saw how the Trust’s
perspectives against which to test Trust policies. The Council appoints a
&
Senior Member from among its members, whose role is to represent the
approaches to nature conservation at Wicken Fen and Orford Ness. The
Council by discussing with the Chairman any widely shared concerns,
Council and Board also saw how the Trust was working in partnership with
and acts as the point of contact for individuals who have any issues which
others to maintain the unique character of Flatford Mill and the Dedham
need to be resolved. A majority of the Trustees are appointed from the
Vale, and looked at the master plans for bringing places such as Wimpole
Council. A full list of Trustees and Council members is set out on page 83.
Estate, Blickling Hall and Anglesey Abbey alive through the houses, farm
Throughout the year the Chairmen of Regional/Country Advisory
*!
National Trust Annual Report 2010/11
3#'7#
49
since been followed up: the Theatre Royal in Bury St Edmunds enjoyed its
reinvest in properties by spending cash reserves on repairs and upgrades
!
to properties and chattels; the time and support given to the Executive
might be better promoted across the region; a grant had been secured
Team in implementing the change programme; a visit to the Lake District
to help provide cycle hire facilities for visitors at Wicken Fen, and signage
~
and visitor information were being improved in the area; interpretation of
south-east Wales for a discussion on conservation vs. access in the Brecon
property stories and collections would be improved where needed; more
Beacons and partnership opportunities with local authorities.
rooms were being opened up at Wimpole Hall; and the Orford website was
The Council also heard about the Board’s work with the management
being enhanced to give visitors a better understanding of this coastal site
¡
and the Trust’s work there.
level) and to fund a major increase in investment in conservation.
7#$'(
Governance matters
# #
&KUK°U
The Nominations Committee for the appointment of Trustees completed
vision and the steps being taken to raise the Trust’s ambitions. This is being
its search for three new trustees to succeed Sue Davies, Hugh Matheson
achieved by deepening relationships with supporters, by bringing places to
}#
Q*
life and making visitors’ experiences more enjoyable. In parallel the Council
Farrant, Edward Greenwell and Nichola Johnson were appointed from
September 2010. The Council reappointed Charles Gurassa for a third
speeding up decision-making processes and encouraging innovation.
term to ensure continuity of his business and commercial skills. In early
Going local has been a theme of many of the Council’s debates.
Whilst welcoming the changes which would re-establish the sovereignty
2011 the search began for new Trustees to succeed those expecting to
retire later in the year.
The Nominations Committee for elections to Council completed
its search for candidates to stand for election to the Council by the
*
membership. At the AGM, Pat Morris, Caroline Tisdall and Michael
In debating bringing places to life, the Council was keen to
Quicke were re-elected to Council and new members Charles Gurassa,
understand the criteria for establishing which elements of experience it
Adrian Tinniswood, Roseanne Williams, Caroline Goodall, Rosie Corner
was appropriate to convey to visitors. Council members discussed and
and Cristina George were elected. During the year, appointed members
contrasted their own experiences of visits to many of the Trust’s places.
Robert Hillier (Royal Horticultural Society), Grisilda Harrison (National
Whilst many of the issues raised related to built properties, there were
Association of Decorative & Fine Arts Societies), Claire Gapper (Society
equal implications for coastal and countryside places.
of Antiquaries of London), Christopher Rodrigues (VisitBritain) and Mary
The Council discussed how the Trust was performing in respect
of its nature conservation responsibilities and how this area of activity
Gledhill (Youth Hostels Association) were welcomed.
The Council also established two further Nominations Committees:
*<
!
&
one to consider the reappointment of the Chairman who will soon have
from focusing on species and habitat towards embracing the protection
Q
and management of natural systems (including farming) as sustainability
Q
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and the importance of ecosystem services such as carbon capture,
the review of the 26 Appointing Bodies which each appoint someone as a
~
*
member of the Council. This review takes place in 2012.
The Council also discussed related topics such as predator control,
Robert Waley-Cohen retired as Senior Member when he stood down
and members were keen to understand better how the conservation
from Council at the AGM in October 2010. Robert Morley was elected as
performance indicator was being applied in practice.
his successor.
As part of its role in reviewing the Board of Trustees’ performance
The Council would like to pay tribute to the following elected and
and holding the Board to account, the Council received a presentation
Q
by Trustees that provided examples of conservation and engagement
thank them for their contribution: Marian Campbell, Penelope Cobham,
issues with which the Board had been involved during the year. These
Martin Green, Harry Goring, Diana Kershaw, Henry Keswick, Prunella
included the Board’s review of boosting income generation through the
Scarlett, Mary Villiers, Robert Waley-Cohen and Nesta Waine.
let estate; a seminar on issues relating to landscape-scale conservation;
and the Board’s support for better management of volunteers and a
more diverse volunteer work force. Trustees also illustrated some of the
decisions that the Board had taken, what the Board had done as part of
its own programme of work and property visits, and how the Board had
Simon Jenkins Chairman
added value to the Trust’s work. This included the Board’s decision to
on behalf of the Council 6 July 2011
50
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National Trust Annual Report 2010/11
The Financial Statements 2010/11
51
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National Trust Annual Report 2010/11
The Financial Statements 2010/11
53
1. Accounting Policies
#
#
added to restricted funds where appropriate.
accordance with the provisions of the Statement
#
No value is placed on heritage assets gifted
of Recommended Practice ‘Accounting and
of the Charity and its subsidiaries: The National
to the Trust in accordance with the National
Reporting by Charities’ issued in March 2005
Trust (Enterprises) Limited and Historic House
Trust’s policy on heritage assets – see Note 2
(SORP 2005), the Charities (Accounts and
Hotels Limited. The National Trust has taken
*
Reports) Regulations 2008, the Charities Act
advantage of the exemption available not to
(2006) and applicable Accounting Standards in
present a Statement of Financial Activities
Legacies
the United Kingdom.
for the Charity. The net outgoing resources
Legacies are accounted for on a receivable
of the Charity are disclosed in Note 20 to
basis. Pecuniary legacies are recognised
Accounting convention
*#
#
expenditure of the subsidiaries are included
estate. Residuary legacies are recognised
within the Consolidated Statement of Financial
only when the National Trust’s interest can
Activities. The assets and liabilities of the
be measured, which is normally on grant of
asset properties and the annual revaluation
subsidiaries are included on a line-by-line
probate. Bequeathed properties awaiting
of listed investments to market value, and
basis in the Consolidated Balance Sheet in
sale are included in legacy income when the
in accordance with applicable accounting
accordance with FRS2. Uniform accounting
National Trust takes ownership of the property.
standards except for FRS15 in respect of
policies are adopted through the group and
Where there are uncertainties surrounding the
Heritage Assets (see page 56). The Trust has
measurement of the Trust’s entitlement to an
not elected to adopt FRS30 – Heritage Assets
transactions are eliminated in the Consolidated
estate, no income is recognised in incoming
early and is currently considering the impact
Statement of Financial Activities.
resources (see Note 33). No value is placed on
statements in 2011/12 and future years.
heritage assets bequeathed to the Trust.
Incoming resources
Income is shown within three main
Revenue and capital grants and contributions
Changes to accounting policies
categories in the Consolidated Statement of
Revenue and capital grants and contributions
#KUKUU
~
Financial Activities:
are accounted for on a receivable basis when
change in the Trust’s accounting policy for
the National Trust has entitlement to the
short-term cyclical (tasks recurring on a cycle
"Incoming resources from generated funds
income. Revenue grants relate to operating
¢
"Incoming resources from charitable activities
activities, and capital grants relate to capital
(tasks with a lifetime spend of under £25,000).
"Other incoming resources
projects expenditure and acquisitions.
These costs were previously reported
within the Consolidated Statement of Financial
Incoming resources from generated funds
Enterprise and hotels income
Activities as capital projects expenditure.
includes appeals and gifts, legacies, revenue
The National Trust holds 100% of the issued
#~
grants and contributions, enterprise and hotel
share capital of The National Trust (Enterprises)
management these are considered to be
income (activities undertaken by the Trust’s
Limited and Historic House Hotels Limited.
activities undertaken in the normal course
trading subsidiaries) and investment income.
The turnover of both companies is included
of running a property and are now shown as
Incoming resources from charitable activities
in the Consolidated Statement of Financial
routine property running costs. The impact of
includes membership income, capital grants and
Activities on a receivable basis.
the change in 2010/11 has been to reduce the
contributions and direct property income. Other
capital projects expenditure by £33.3 million
incoming resources includes income arising on the
Investment income
(2010: £31.9 million) and increase routine
Investment income is accounted for on a
property running costs by the same amount.
the expected return on pension scheme assets
receivable basis.
#
¡
less the interest cost arising on scheme liabilities
Notes 14 and 15). This change has no impact on
and other income (mainly the net gains on the
Membership income
the balance sheet.
disposal of properties, insurance claim proceeds
Income that is attributable to visits that
and development licence income).
members will make to National Trust
Grants funding for these repair tasks is now
reported as revenue grants and contributions
properties is deferred and released to the
(formerly capital grants and contributions). In
Appeals and gifts
Consolidated Statement of Financial Activities
2010/11 this has increased revenue grants and
Appeals and gifts are recognised when
over the period to which the membership
contributions by £1.3 million (2010: £1 million).
the income is received. Gift Aid thereon is
relates. Life membership subscriptions are
The previous year has been restated (see Note 4).
accounted for on a receivable basis and is
credited to a life membership equalisation
54
Notes to the Financial Statements
1. Accounting Policies (continued)
account and from there to income in ten
core purposes of managing our properties,
contribution scheme, its other money purchase
equal annual instalments. Gift Aid and deed of
conservation projects, acquisitions, education
covenant income resulting from membership
initiatives and membership services. Governance
operated by Historic House Hotels Limited are
is accounted for on a receivable basis. All other
costs are those incurred in connection with
charged in the year they are incurred.
income is accounted for on a received basis.
administration of the Charity, compliance with
Direct property income
Income reported under this heading is
constitutional and statutory requirements and
Operating leases
costs of the strategic planning process.
Rentals applicable to operating leases are charged
Support costs are allocated to the costs
to the Consolidated Statement of Financial
included on a receivable basis. Rental income is
of generating funds, charitable activities and
recognised in the period to which it relates.
the lease and to the activity to which the lease
the estimated time spent by the support
charges relate: Enterprise costs, hotel costs,
Development licence income
service if this is more appropriate. More detail
routine property running costs, conservation
(contained in other incoming resources)
is provided in Note 18.
and advisory services, membership, recruitment,
Following the grant of a licence to develop on
Activities on a straight-line basis over the life of
publicity and education and support costs.
National Trust land, the payments due over
Routine property running costs
a number of future years have been valued in
Routine property running costs relate to the
$+#*I
the balance sheet using a 5% annual discount
day-to-day operating costs of National Trust
#
rate. The reported income arises from the
Q
purchase cost less accumulated depreciation.
unwinding of the discount as each year passes.
to Resources Expended in the year they are
Fixed assets include properties owned and
incurred. They also include short-term cyclical
occupied for administrative purposes, which
The contribution of volunteers
repair costs which are repair tasks on a cycle
are stated at cost or subsequent annual
In accordance with SORP 2005, no amounts
revaluation. No depreciation has been charged
(projects with a value of less than £25,000).
on administrative properties as the lives of the
~
properties are considered to be so long and
provided free of charge to the National Trust
Capital projects expenditure
residual values based on cost or subsequent
by volunteers. An estimate of the value of hours
These costs include long-term cyclical repairs
revaluation to be high enough to ensure that
of volunteer time from which the Trust has
*
±#
and backlog work and are charged to Resources
An annual review takes place to establish
report on page 32.
Expended in the year they are incurred.
any permanent diminution in the value of
UI
Pension costs
equipment costing over £1,000 is capitalised.
All expenditure is accounted for on an accruals
#
Depreciation has been calculated so as to
!
*
*#
instalments over their useful lives, as follows:
Irrecoverable VAT is either charged to the
appropriate expenditure heading or it is
=°UK
capitalised as appropriate.
in accordance with Financial Reporting
Motor vehicles
4 years
Standard 17 ‘Accounting for Retirement
<#
°³½
±
¡®}U³¢*
<#
°³½
such properties. Expenditure on plant and
The Consolidated Statement of Financial
'
Under FRS17, the assets and liabilities
"Cost of generating funds
of the pension plan are essentially treated
"Charitable activities
as assets and liabilities of the sponsoring
"Governance costs
employer – the National Trust. The operating
month following acquisition or on the bringing
The costs of generating funds includes
employees are recognised in the period in
into use of the asset, whichever is the later.
fundraising costs incurred in seeking voluntary
which they are earned by employees, and
contributions, but excludes the costs of
Investments
disseminating information in support of
of pension plan assets and liabilities are
All listed investments (including derivative-
the charitable activities. Costs of charitable
recognised in the period in which they arise.
based instruments) are stated at market value.
activities relate to the work carried out on the
National Trust Annual Report 2010/11
#
#
Notes to the Financial Statements
½
Unlisted investments are externally valued on
55
1. Accounting Policies (continued)
an annual basis. The movement in valuation
General Fund
investment income for the long-term needs
of investments is shown in the Consolidated
The General Fund is the working fund of the
of a property.
Statement of Financial Activities and
Trust and is available for use at the discretion
comprises both realised and unrealised gains
of the Trustees in furtherance of the charity’s
it to commit to the perpetual upkeep and
and losses. Investment properties are included
objectives. Among the uses of the General Fund
maintenance of its inalienable property and, as
at valuation on an open market, existing-use
are the general administration of the Trust, the
such, it is important that it is able to provide
basis. Valuations are carried out on an annual
servicing of membership and publicity.
funds for its future as well as its present needs.
The Trust has therefore, where it has felt it
basis and are mainly undertaken by the Trust’s
*
The investments held in the subsidiary
The Trust is in a unique position requiring
Designated funds
appropriate, also used its own funds to create
Designated funds are those which have
endowments or to augment existing donor-
undertakings are held at cost or at fair value
been allocated by the Trustees for particular
provided endowments. The Trust makes these
at acquisition.
purposes. Further information on the nature
fund transfers after due assessment of the
and basis of the various designated funds used
capital requirements of a property over the very
#
=°==*
long term.
Stocks
Stocks are stated at the lower of weighted
The funds transferred to create or augment
average cost and net realisable value after
existing endowments are not considered to be
making due provision for slow moving and
Restricted funds
legal endowments but they are accounted for
obsolete items. Stocks consist of trading
These include gifts and legacies which have
as such because the intention is to retain these
stocks, building materials and other (including
been given or bequeathed to the Trust to be
funds for the very long term. Augmentations to
livestock and sundry farm stocks).
used in accordance with the wishes of donors
existing funds are accounted for as permanent
or their representatives. Both the capital
endowments while transfers to create new
.
and the income may only be applied for the
funds are considered expendable. The
These divide into two distinct categories
purposes for which the funds were donated.
approximate value of expendable endowments
(unrestricted and tied).
at 28 February 2011 was £19.3 million.
#
Income arising on endowment funds is
Many of the properties held for preservation
generally expendable and is distributed to
The use of these funds has not been restricted
have been endowed. Endowments typically
income funds in order to be spent.
to a particular purpose by donors or their
arise when donors or grant-giving bodies
representatives. They are divided into the
provide funds on the condition that they
General Fund and designated funds.
must be retained in order to generate
B"4'4.U6b$+#.I3
The reporting requirements set out
for charities within the Statement of
heritage assets if acquired after 1 March 2000.
obligation for their future maintenance.
The Trustees of the National Trust
However, the Trustees have been advised
Recommended Practice (revised 2005) refer
have considered the position carefully and
that this permission does not override the
to a category of assets termed ‘Heritage
concluded that, in the Trust’s particular
requirements of FRS15. The auditors note this
*
circumstances, the application of FRS15 to
departure in their report.
a charity holds in pursuit of preservation or
heritage assets would result in a distorted view
conservation objectives. The National Trust
#
*##
of accounting and disclosure requirements
considers its inalienable properties and other
therefore excluded these properties from the
in this area that have culminated in the
properties held for preservation (that are
balance sheet and they are not included among
establishment of FRS30 – Heritage Assets.
pending declaration as inalienable) to fall
$
*
The Trust has not elected to adopt this
*
Financial Reporting Standard 15 (FRS15)
#
The Trust acknowledges the development
standard early and is currently evaluating the
recognised by The National Trust Act 1971
impact this will have on the nature and extent
which permitted the Trust to exclude
of information presented in its Annual Report
year ended 28 February 2001. Under FRS15,
*
the Trust would be required to capitalise
held for preservation and any long-term
56
Notes to the Financial Statements
|B3#;
Where the use of the income has been restricted in accordance with the donor’s wishes, appeals and gifts income is credited to
an appropriate fund until it can be spent for the purpose for which it was given. Sponsorship and other corporate promotional
income – 2011: £1,806,000 (2010: £2,495,000) – is included as part of the income from The National Trust (Enterprises)
Limited in the Consolidated Statement of Financial Activities.
_B;7+
Restated
,%%
[¬X¬
,,,
¼¬¬¬
®
<!%)
Y]Zz
Natural England
<@@
][[¬
Heritage Lottery Fund
<
[^X]
Northern Ireland Tourist Board
<,!8
-
English Heritage
<,5
[_Z¬
National Heritage Memorial Fund
%<8@@
X\_
Welsh Assembly Government
%<@8
Y__
Local Authorities
%<%,@
XXXX
Department for Work and Pensions
)!
-
Big Lottery Fund
)@
z¬_
Forestry Commission
@8
_Z^
County Councils
!!5
^[Z
±
)
[\Y
Derbyshire Economic Partnership
-
Department of the Environment, Northern Ireland
_X^
& )
-
Trustees of Nostell Priory
,
-
National Museums and Galleries
%)!
X^Z
Department of Agriculture and Rural Development, Northern Ireland
%@)
XZZ
GrantScape
%5
[Zz
%<),
][]^
@<@@8
[[[]z
Others (individually less than £150,000 in the current year)
<,5
[X^_
,<,)
[YY[Z
Revenue grants and contributions
%,<)!
zzX]
Capital grants and contributions
%8<%
XY\X]
on behalf of the
,<,)
[YY[Z
National Trust.
Contributions towards property expenditure§
§Contributions and
grants relating to
properties managed
by outside agents
KKUK
·UKKUKKK
grants. These were formerly presented as capital grants.
National Trust Annual Report 2010/11
Notes to the Financial Statements
57
bB4+'94
Annual subscriptions
Transfer from life membership equalisation account (Note 27)
,%%
[¬X¬
,,,
¼¬¬¬
%%<
X[[\[Y
<),
[_[X
%<!
X[\[Y\
,%%
[¬X¬
6. Direct Property Income
,,,
¼¬¬¬
Rents
<8%8
]]]Y[
Admission fees
%)<)58
X^[\[
Charitable trading activities
5%<5)
Yz_]z
Other property income
<5!8
Y]¬z
%,8<88
X¬\ZY[
Other property income includes produce sales, room hire and amounts the Trust has charged on to third parties for costs it has incurred.
Charitable trading activities are analysed further in Note 8.
}BJ+
The National Trust owns 100% of the share capital of The National Trust (Enterprises) Limited and Historic House Hotels Limited. Both companies
are accounted for as subsidiary undertakings, are registered in the United Kingdom, and each year donate by Gift Aid to the National Trust from their
surplus income. At 28 February, the reserves of the Trust’s subsidiaries were as follows:
Company
The National Trust (Enterprises) Limited
Activities
Retailing, events, sponsorship income
Share Capital
¾*
Revaluation reserve
Historic House Hotels Limited
The operation of hotels at three historic
Share Capital
properties in England and Wales.
,%%
[¬X¬
¼
%,,
X¬¬
-
-
x!@,<,,,~
¡_^¬¬¬¬)
x!!8<8,,~
¡__zz¬¬)
%5<@,,<,,,
X\_¬¬¬¬¬
<!<,)
][\z[_X
%8<%!<,)
X^z\z[_X
The diminution in the value of the investment property held by The National Trust (Enterprises) Limited is considered to be temporary and has been
*
58
Notes to the Financial Statements
}BJ+(continued)
The contribution of subsidiary companies to Trust funds was as follows:
94
JI
7+
,%%
[¬X¬
,%%
[¬X¬
,%%
[¬X¬
,,,
¼¬¬¬
,,,
¼¬¬¬
,,,
¼¬¬¬
8<%
]z¬]Y
<58)
]X¬zX
!<@%5
_zY]
Events and functions
<,,
Y_zY
<%
]\^[
8)!
X[X[
Sponsorship and licences
<!)
]¬Z_
8,%
X¬]Y
%<!@
[¬]]
$
¾
%<!%,
X^]X
,
Y]\
%<,)
X]zZ
Other activities
!<,%
\zY]
5<)@
\Z^]
%@!
[Z¬
'=#xJ~E4
Commercial operations
Pension costs
-
-
X¬z
5<5,
\YZZz
<88
YXz]Y
%,<5%,
x~
X[_]\
)<%)@
^¬[\
)<,@
^¬¬^
%!,
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!%<!8%
Z[ZzY
5%<,%
YzzY[
%,<!@,
X[_\[
¡X¬z)
&&&#E4
Hotel activities
`B7'+#$3
Certain charitable trading activities are undertaken by the National Trust itself. The contribution from these activities was as follows:
94
JI
7+
,%%
[¬X¬
,%%
[¬X¬
,%%
[¬X¬
,,,
¼¬¬¬
,,,
¼¬¬¬
,,,
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8<5)
]_\[\
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[^_\¬
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Holiday cottages
@<)%
_Z_]
5<5@%
\]¬\
<%
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X^
<5%
Y\YX
<%8
]¬zY
%<,
XYY_
5%<5)
Yz_]z
8<88
]_XYz
%%<58,
X[\z¬
!%<!8%
Z[ZzY
5%<,%
YzzY[
%,<!@,
X[_\[
%%<@
XX[Y]]
8%<,%
^_¬zX
<!,
[\]Y[
Catering
Enterprise and hotel activities
Total charitable trading
and contribution
from subsidiaries
¨Includes income from car parks and base camps. Charitable trading income is included in direct property income (see Note 6); associated costs are included in routine
property running costs.
9. Other Income
This is analysed as follows:
Development licence income
Net gains on disposal of property and insurance claims
National Trust Annual Report 2010/11
Notes to the Financial Statements
,%%
[¬X¬
,,,
¼¬¬¬
-
XZX
),
XZZZ
),
X^[_
59
BJI
Expenditure includes the following charges/(credits):
,%%
Depreciation – charge for year
Depreciation – movement in provision for impairment
[¬X¬
,,,
¼¬¬¬
%<!%
XXXz\
x,~
[[
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¡
and freehold property – included in other incoming resources)
Operating leases:
Land and buildings
<5@
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Motor vehicles
<%)8
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Auditors’ fees and expenses:
%%
X]_
Other services – taxation
5
Y\
Other services – IT systems advice and support
!!
\
Other services
@,
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<@%
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Audit work
Irrecoverable Value Added Tax
11. Organisational Change Programme
During the year, the Trust incurred £6.1 million (2010: £0.2 million) on implementing the changes required as part of an organisational restructure
programme. Expenditure includes costs relating to the design of the new organisational structure and systems improvements of £1 million,
redundancies of £4.2 million and other costs (including recruitment) of £0.9 million.
Where expenditure has been charged to support costs, it has been necessary to allocate these costs to other areas of resources expended. The basis of
¡$
U@¢*
The costs relating to the programme can be summarised as follows and have been met by the General Fund:
Routine property running costs ©
ª
Direct
costs
Support
costs
Total
,%%
,,,
,,,
,,,
[Y
XZ\\
[XZ]
<)%)
XX_
%%@
YzZ
XY\
!%
XX¬¬
]Z[
%<!
[]
<5%
<)
!<,)5
BU4
No remuneration was paid to any members of the Board of Trustees. Travel and accommodation expenses were repaid to
8 individuals totalling £11,641 (2010: 7 individuals were repaid £6,553).
60
Notes to the Financial Statements
©Costs charged to
routine property
running costs relate to
Q*
|B67
,%%
Regular
Wages and salaries
Employers’ social security costs
Employers’ pension contributions
,%%
Seasonal
[¬X¬
Regular
[¬X¬
Seasonal
,,,
,,,
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%%<,%
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%!<%8
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<
X]z]]X
XzZYZ
The above includes redundancy costs of £6 million (2010: £2.6 million).
#
·U¯UKKK¡KUK'·U>=KKK¢·UK¯KKK¡KUK'·UK@>KKK¢
·>>³KKK¡KUK'·=>³KKK¢
¡·U¯KKK
¢*
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}
}
* @®KUU
·¡KUK'·U¯=¢*
The total of employer’s pension contributions includes a sum of £106,204 (2010: £185,520) paid into the National Trust Retirement and Death
±
}
·U@KU@¡KUK'·==U>@@¢
who retired early at the discretion of the National Trust.
U¯
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¡«¢
·¯KKKK
'
,%%
[¬X¬
¼[X¬¬¬¬ ¼[Xzzzz
%
-
¼[¬¬¬¬¬ ¼[¬zzzz
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#
is analysed as follows:
«>
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[¬X¬
=4+
Number
<!!
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!,,
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5<,,!
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earning in excess of
£60,000 received
redundancy payments
totalling £1,698,000
¡KUK'U³³³
earning in excess of
£60,000 received
£784,895)
<
reporting to central
services functions
National Trust Annual Report 2010/11
Notes to the Financial Statements
61
_BUJI
Note
6 " '
costs
6
costs
Total
,%%
Restated
Total
[¬X¬
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These costs comprise restoration works — improvements, long-term cyclical and backlog — on preservation properties and other major projects of a
conservation nature.
The expenditure is analysed as follows:
Restated
,%%
[¬X¬
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¼¬¬¬
Coast and countryside
@<8,)
[X\ZZ
Historic buildings and collections
%<%!
Y]Z]z
@<,%8
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Gardens
By category of work:
[¬X¬
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62
Notes to the Financial Statements
16. Acquisitions
This note shows the costs of acquiring land, buildings and chattels held for preservation. For the year ended 28 February 2011, the total funds spent on
acquisitions were as follows:
,%%
[¬X¬
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¼¬¬¬
Coast and countryside
<%5
Xz]\
Historic buildings
<%
[Z^Y
!<%%8
]\_[
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Collections
.$
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Unrestricted funds
#.
%,
X^Xz
!<))
[_^^
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%<)@5
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}B4+'<U4<+#(J
4+'4
These expenses relate to the costs of three issues of the National Trust Magazine sent to all members, local newsletters, maintaining and processing
membership details and the recruitment of new members.
+#(
#
$
#
programmes, exhibitions and events.
This expenditure is analysed as follows:
4+'
4
}
+#(
Total
,%%
Total
[¬X¬
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*
National Trust Annual Report 2010/11
Notes to the Financial Statements
63
18. Support Costs
}
*#
time spent by the support service if more appropriate.
3(
ª
34
'
&UE$#
,,,
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94
Systems
6
.
,,,
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Total
,%%
Restated
Total
[¬X¬
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<·*@
relating to the
organisational
change programme
(see Note 11).
19. Governance
These costs are analysed as follows:
,%%
[¬X¬
,,,
¼¬¬¬
%<,8
XXY¬
AGM and Annual Report
,
Y_]
External audit
%%
X]_
Support costs
5,%
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}
Other costs
64
Notes to the Financial Statements
5,
]^[
<!!@
[\^z
B3#(.
The National Trust comprises more than 2,500 individual funds. The movements in consolidated funds are analysed as follows:
Balance at
#
#
= = 3# Balance
X[¬X¬ incoming resources incoming/
gains on
losses `.+
,%%
I x$$~
4
resources
assets
;#.
¼¬¬¬
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[\\[^^
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XZYZ
,<,,,
!<85
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[_^Y
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Designated funds:
[¬¬¬¬
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´
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Property Transformation Fund
-
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Excluding the net assets held by the subsidiary undertakings – The National Trust (Enterprises) Limited and Historic House Hotels Limited – the reserves
of the parent charity were as stated above except for endowment funds which were £456,455,000 (2010: £420,399,000) and restricted funds which were:
£362,224,000 (2010: £328,188,000).
The total incoming resources of the Charity were £360,857,000 (2010: £356,906,000) and its net outgoing resources were £28,867,000 (2010: net
incoming resources of £199,000).
Funds exceeding 5% of the total within their respective class of funds are disclosed separately within the table above. The only other funds exceeding
5% of the total within their respective classes were the Dunham Massey Endowment Fund which amounted to £32,735,000 (2010: £30,275,000) and
Free Legacies (part of other designated funds, an analysis of which is provided below).
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less the net expenditure on conservation projects for all General Fund and designated fund properties.
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property and
backlog reserve
was redesignated
as the Property
Transformation Fund
in March 2010 to
provide development
funding to properties.
National Trust Annual Report 2010/11
Notes to the Financial Statements
65
B3#(.(continued)
The main components of other designated funds are as follows:
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Transfers out of the General Fund include: £0.9 million to designated funds relating to property sales proceeds and £3 million to the Fixed Asset
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£4 million relating to distributed investment income from endowment funds and £1.7 million relating loan repayments made by properties that
have received support from the General Fund in previous years.
Transfers into designated funds include £3 million from the General Fund to the Fixed Asset Reserve and £0.9 million from the General Fund relating
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augment endowment funds and £4.6 million to support property expenditure.
£0.3 million has been transferred out of restricted funds to augment endowments. Transfers into restricted funds include £20 million relating to the
·*
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Endowment funds have been augmented by £0.7 million from unrestricted and restricted funds. Distributed investment income arising on endowment
funds is transferred to restricted and unrestricted funds – these transfers amount to £20 million.
66
Notes to the Financial Statements
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Net assets are analysed between funds as follows:
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National Trust Annual Report 2010/11
58
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Notes to the Financial Statements
67
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68
Notes to the Financial Statements
|B94XH$7'#
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#$
#
*
The major proportion of investments is held for the long term since they are invested on behalf of permanent endowment and other funds where the
*
The Trust operates a policy of total return on the majority of its long-term investments as permitted by the National Trust Act and a special Charity
*´
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through generating interest and dividends or capital growth. Charities operating a total return policy are able to apply some of the capital growth on
#
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return distributions comprise income and capital, only actual income earned in the form of interest and dividends is reported as investment income in
the Consolidated Statement of Financial Activities (see the table below).
Actual income Capital gains
+
properties
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income management to properties
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In the year to 28 February 2011, the movement in the value of stored-up capital growth on the Charity Commission Scheme was as follows:
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The National Trust controls the level of distribution of capital on both the Charity Commission Scheme endowment funds and other funds in line with
long-term investment growth assumptions that are subject to regular review by the Trustees following advice from the Investment Review Committee
and other external experts.
Under the rules of the Charity Commission, an endowment subject to a Total Return Order but with no unapplied total return cannot make a
distribution. All funds included in the total return policy had a positive unapplied total return at 28 February 2011.
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unapplied total return and was thereby unable to make a distribution.
National Trust Annual Report 2010/11
Notes to the Financial Statements
69
|B94XH$7'#(continued)
It should be noted that, in determining whether an endowment has a negative unapplied total return when making an income distribution, the Trust
takes into account the average value of the fund over the year in question
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Investments and working cash balances are analysed as follows:
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Further information on investment policies and performance is given on page 42.
The book cost of investments held at 28 February 2011 was £859,045,000 (2010: £783,251,000).
#
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The investments held by the Charity were as stated above with the exception of the investment properties and working cash balance. Cash held by the
charity amounted to £8,836,000 (2010: £23,110,000). Investment properties held by the charity amounted to £44,496,000 (2010: £45,558,000).
There are no properties which individually represent more than 5% of the total market value of investment properties. There is no single investment
representing more than 5% of total investments.
There are no unlisted securities held in investments (2010: £3,513,000).
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The amounts due to the subsidiary undertaking (Historic House Hotels Limited) incur interest at 2% over the London inter-bank interest rate.
National Trust Annual Report 2010/11
Notes to the Financial Statements
71
zB7(continued)
Consolidated deferred income is analysed as follows:
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Membership income is deferred and released to the Consolidated Statement of Financial Activities (SoFA) over the period to which the membership
relates. Holiday cottage deferred income relates to deposits and payments received in advance of bookings, and is released to the SoFA in the
period to which it relates. The lease premium deferral relates to premiums received on the undertaking of leases and rent-free periods and is
released to the SoFA over the period of the lease. Other deferrals mainly relate to grants and sponsorship income which are released to the SoFA
in the period entitlement occurs.
Other deferred income recognised in subsidiaries amounted to £625,000 (2010: £872,000).
}BE4+'J#3
Life membership subscriptions are credited to an equalisation account and released over ten years.
The movements during the year were:
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Pension Scheme (the ‘Scheme’) was closed to new members on 1 June 2003. Schroder Investment Management Limited and Partners Capital LLP
act as investment managers to the Trustees of the Scheme. The last full actuarial valuation of the Scheme was made at 5 April 2008 and will be
updated in April 2011.
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National Trust Annual Report 2010/11
Notes to the Financial Statements
73
|B'=#U4"'*6'4(continued)
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74
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National Trust Annual Report 2010/11
Notes to the Financial Statements
75
|B'=#U4"'*6'4(continued)
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Notes to the Financial Statements
31. Financial Commitments
Commitments for operating lease payments in the next year, analysed according to the lease expiry dates, are as follows:
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– within one year
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and buildings
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– within one year
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32. Taxation
#$
#
for charitable purposes.
The National Trust, The National Trust (Enterprises) Limited and Historic House Hotels Limited are registered for VAT. Any irrecoverable VAT
on expenditure is charged to the appropriate heading on the Consolidated Statement of Financial Activities or is capitalised as appropriate.
#$
#
¡
¢
no liability to corporation tax.
33. Legacies
@®KUU
$
#
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exist over the measurement of the Trust's entitlement.
National Trust Annual Report 2010/11
Notes to the Financial Statements
77
|_BU#(
The Trust has considered the disclosure requirements of the Statement
of Recommended Practice for Charities and of FRS8 and believes that
the following related party transactions, all of which were made on an
arm’s length basis require disclosure:
~
During the year the Trust used the services of Penny
I~
Mr M Drury, a member of the Arts Panel, is the Chairman of the
Anderson Associates Limited at a cost of £112,033
(2010: £86,512). Ms P Anderson, a member of the Nature
Landmark Trust. During the year, the Landmark Trust leased
several properties from the National Trust. The rental charges
Conservation Panel, is a director of Penny Anderson
paid under these leases amounted to £45,228 (2010: £21,417).
Associates. The balance outstanding at 28 February 2011
The balance outstanding at 28 February 2011 was £nil (2010: £nil).
was £5,330 (2010: £6,131).
I~
~
~
78
During the year the Trust used the services of Ashmead Price
Dr J C Dwyer, a member of the Land Use and Access Panel,
Limited at a cost of £18,085 (2010: £nil). Ms S Ashmead,
is an employee of the University of Gloucestershire. During
the year, the Trust made sponsoring contributions of £8,000
a member of the Architectural Panel, is a partner in
Ashmead Price. The balance outstanding at 28 February
2011 was £nil (2010: £nil).
¡KUK'·¢
studentships at the university. The amount outstanding at
28 February 2011 was £4,000 (2010: £nil).
Mrs H Bailey, the General Manager of the Blickling Estate, rents
a cottage from the National Trust at an annual rental of £7,800
(2010: £7,800) as approved by the Charity Commission. Mrs
Bailey’s husband Mr P Bailey provided photographic services
to the Trust at a cost of £460 (2010: £nil). The balances
outstanding at 28 February 2011 were £nil (2010: £nil).
~
Ms J Blackburn, the Trust’s Assistant Director – Organisational
and People Development, is also a director and trustee
of November Club, a theatre company that provided a
community-led theatre piece at Seaton Delaval Hall at a cost of
£41,500 (2010: £nil). The balance outstanding at 28 February
2011 was £nil (2010: £nil).
~
Mr S Brown is the chairman of the East Midlands Regional
Committee and the Deputy Chairman of the East Midlands
Development Agency (EMDA). During the year, the Trust
recognised grant income of £43,382 (2010: £71,985) from
the EMDA. The balance outstanding at 28 February 2011
was £nil (2010: £164,257).
I~
Ms C George, a member of Council, is also a tenant of the
National Trust. The rental charges paid by Ms George during
the year amounted to £31,000 (2010: £nil). The balance
outstanding at 28 February 2011 was £nil (2010: £nil).
I~
Mr C M Gurassa is a member of the National Trust’s Board
of Trustees and chairman of the Commercial Panel. Mr
Gurassa was also (until December 2010) the chairman and a
shareholder of 7days Limited which during the year provided
consultancy services to the Trust at a cost of £440,141 (2010:
£128,000). The balance outstanding at 28 February 2011 was
£2,314 (2010: £42,800). Mr Gurassa was also (until February
2011) the chairman and a small shareholder of LOVE FiLM.
com. During the year LOVE FiLM paid the Trust a percentage
of DVD rentals generated from Trust supporters. The value of
`®KUK°UU
·UKK
(2010: £4,387). The balance outstanding at 28 February 2011
was £nil (2010: £94).
I~
Mr R A Helliwell, a member of the East Midlands Regional
Committee, is a farming tenant of the National Trust. During
the year, Mr Helliwell paid rent and maintenance charges
totalling £13,703 (2010: £6,344). Mr Helliwell also received
payments of £14,371 (2010: £1,562) relating to the tenanted
land in the North Peak Environmentally Sensitive Area and
£2,031 in respect of other contracted work. The balance
outstanding at 28 February 2011 was £nil (2010: £nil).
~
During the year, the Trust used the architectural and historic
building services of Purcell, Miller, Tritton LLP at a cost of
£149,610 (2010: £153,900). Mr J Burton, a Council member,
UKUU
non-equity partner. The balance outstanding at 28 February
2011 was £nil (2010: £40,114).
~
Viscountess Penelope Cobham, a member of Council, is also
chairman of VisitEngland. During the year, the National Trust
engaged in a joint marketing campaign with VisitEngland
at a cost to the Trust of £8,000 (2010: £nil). The balance
outstanding at 28 February 2011 was £nil (2010: £nil).
I~
During the year, the Trust used the services of Dr M Telfer,
an entomological consultant, at a cost of £7,546 (2010: £nil).
Ms J Hodgkins, a wildlife and countryside advisor for the
Trust, is married to Dr Telfer. The balance outstanding at
28 February 2011 was £nil (2010: £nil).
~
During the year the Trust used the services of Ptolemy Dean
Architects Limited at a cost of £5,966 (2010: £nil). Mr Ptolemy
Dean, a member of the Architectural Panel, is a director of
Ptolemy Dean Architects. The balance outstanding at 28
February 2011 was £nil (2010: £nil)
I~
Mrs N J Ingram is the Property Manager at Standen and
the company secretary of Context Engineering Limited
which during the year undertook conservation work at
a number of Trust properties at a cost of £18,638 (2010:
£nil). Mrs Ingram’s partner is the company director of
Context Engineering and its sole shareholder. The balance
outstanding at 28 February 2011 was £3,525 (2010: £nil).
Notes to the Financial Statements
|_BU#((continued)
I~
During the year, the Trust used the services of Peter Inskip
À
Trust with consultancy services at a cost of £45,735
a director of this company. The balance outstanding at
(2010: £48,680). The balance outstanding at
28 February 2011 was £27,477 (2010: £7,510).
28 February 2011 was £29,000 (2010: £18,450).
I~ Prior to his appointment as chairman of the Board of
II~ During the year, the Trust used the services of Thirty Three
Trustees Mr S Jenkins agreed the sale of a painting to the
National Trust. During the year this sale was completed
Limited for advertising at a cost of £916,993 (2010: £638,923).
Mrs J Rettie, the Trust’s Head of Recruitment, is married to a
at a cost to the Trust of £45,000 (2010: £nil). The balance
outstanding at 28 February 2011 was £nil (2010: £nil).
director of Thirty Three Limited. The balance outstanding at
28 February 2011 was £131,116 (2010: £101,604).
I~ During the year, the Trust used the conservation services of the
Perry Lithgow Partnership at a cost of £34,445 (2010: £71,794).
Mrs K Lithgow, the Trust’s Head Conservator, is married to a
director of the Perry Lithgow Partnership Limited. The balance
outstanding at 28 February 2011 was £221 (2010: £nil).
II~
II~
II~
II~ Mr S Price, a member of the Architectural Panel, is a
and Peter Jenkins Architects Limited at a cost of £66,208 (2010:
£52,502). Mr Inskip, a member of the Architectural Panel, is
Sir Laurie Magnus, Bt, the Deputy Chairman of the National
Trust, became a Trustee of the Landmark Trust in February
2011. During the year, the Landmark Trust leased several
properties from the National Trust. The rental charges paid
under these leases amounted to £45,228 (2010: £21,417). The
balance outstanding at 28 February 2011 was £nil (2010: £nil).
Mr H P Matheson was a member of the Board of Trustees
until September 2010 and is a partner in Thoresby Home
Farm. Thoresby Farm supplied cattle to the Trust for
grazing at a cost of £14,000 (2010: £12,000). The balance
outstanding at 28 February 2011 was £14,000 (2010: £nil).
Mr Matheson is a trustee of the Pierrepoint Settlement
which supplied a Christmas tree to the National Trust for
the sum of £405 (2010: £nil). The balance outstanding at
28 February was £nil (2010: £nil).
Mr S Mulberry is the Property Manager for North Devon; he and
his wife rent a property from the National Trust at a market rate
on an estate not under Mr Mulberry’s management. The rental
charge during the year was £5,400 (2010: £nil). The amount
outstanding at 28 February 2011 was £nil (2010: £nil).
II~ Mr N Pearson is a member of the Trust’s Land Use Panel and
a director and shareholder of Nicholas Pearson Associates
Limited. During the year the Trust used the consultancy
services of Nicholas Pearson Associates for landscape design
and management at a number of Trust properties at a cost
of £10,000 (2010: £27,267). The balance outstanding at
28 February 2011 was £nil (2010: £nil).
II~ During the year, the Trust used the services of Mr S Price for
redecoration work to holiday cottages at a cost of £27,047
(2010: £nil). Mrs D Price, an administrator for North Cornwall,
is married to Mr Price. The balance outstanding at 28 February
2011 was £nil (2010: £nil).
National Trust Annual Report 2010/11
II~ Mr C Rodrigues is a member of Council and the chairman
of the British Tourist Authority (BTA). During the year, sale
of National Trust passes and Great British Heritage passes
through BTA generated income of £133,986 for the Trust
(2010: £nil). The Trust also used the services of BTA for
marketing and promotional purposes at a cost of £177,191
(2010: £nil). The balance outstanding at 28 February 2011
was £nil (2010: £nil).
II~ Mr D A C Scott is a member of the London and South East
Regional Committee and a tenant of the National Trust.
During the year, Mr Scott leased a property from the Trust
at a market rent of £12,000 per annum (2010: £12,000),
the tenant selection having been approved by Senior
Management. The balance outstanding on 28 February 2011
was £nil (2010: £nil).
II~ Mr P Smith is a member of the London and the South East
Regional Committee and Chairman of Savills plc. During
the year, the Trust used the services of Savills plc at a cost
of £17,595 (2010: £10,485). The balance outstanding at
28 February 2011 was £2,415 (2010: £4,078).
III~ Ms M C St Aubyn, a member of the donor family at St
Michael’s Mount and a director of the Godolphin Company
(the family’s own estate company), is a member of the South
West Regional Committee. During the year, the Godolphin
Company undertook building and maintenance work at St
Michael’s Mount at a cost to the Trust of £1,379,754
(2010: £551,092). The balance outstanding at 28 February
2011 was £2,763 (2010: £nil).
Related party transactions in excess of £5,000 only are disclosed here.
The National Trust’s Audit Committee has undertaken a full review of all
other related party transactions.
In addition, transactions between the Trust and its wholly owned
subsidiaries, The National Trust (Enterprises) Limited and Historic
House Hotels Limited, are fully disclosed in Note 7.
There are no other related party transactions which require disclosure.
Notes to the Financial Statements
79
9’ report to the Trustees
'=#
The Trust’
|
#*$4$4
of the National Trust for the year ended
+$4
Bankers
28 February 2011, which comprise the
Consolidated Statement of Financial Activities,
$
no value is placed on the inalienable property or
Barclays Bank Plc
1 Churchill Place
the Consolidated and Charity Balance Sheets,
on other property held for preservation (that are
London
the Consolidated Cash Flow Statement and
*#
pending declaration as inalienable). While this is
permitted by The National Trust Act 1971, it is not
E14 5HP
that has been applied in their preparation is
in accordance with the requirements of Financial
94
applicable law and United Kingdom Accounting
Reporting Standard 15 (FRS15).
Standards (United Kingdom Generally Accepted
Accounting Practice).
J P Morgan Asset Management Ltd
Except for this departure from FRS15, in our
'
U+#
EC2Y 9AQ
As explained more fully in the Trustees’
Responsibilities Statement set out on page 45,
the Trustees are responsible for the preparation
fair view.
"give a true and fair view of the state of the
We have been appointed as auditors under
section 43 of the Charities Act 1993 and report
in accordance with regulations made under
section 44 of that Act. Our responsibility is to
statements in accordance with applicable law
and International Standards on Auditing
(UK and Ireland). Those standards require us
to comply with the Auditing Practices Board’s
Ethical Standards for Auditors.
"have been properly prepared in accordance
This report, including the opinions, has been
prepared for and only for the charity’s Trustees as
a body in accordance with Regulation 30 of The
Charities (Accounts and Reports) Regulations
2008 and for no other purpose. We do not,
in giving these opinions, accept or assume
responsibility for any other purpose or to any
other person to whom this report is shown
or into whose hands it may come save where
expressly agreed by our prior consent in writing.
20 Finsbury Street
London
at 28 February 2011, and of the group’s
incoming resources and application of
~
year then ended;
with United Kingdom Generally Accepted
Accounting Practice; and
"have been prepared in accordance with the
requirements of the Charities Act 1993.
''
+(I
We have nothing to report in respect of the
following matters where the Charities Act 1993
requires us to report to you if, in our opinion:
"the information given in the Trustees’
Annual Report is inconsistent in any material
Newton Investment Management Ltd
160 Queen Victoria Street
London
EC4V 4LA
BlackRock Investment Management (UK) Ltd,
33 King William Street
London
EC4R 9AS
Longview Partners LLP
Thames Court
1 Queenhithe
London
EC4V 3RL
9
PricewaterhouseCoopers LLP
31 Great George Street
Bristol
BS1 5QD
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been kept by the parent charity; or
"
6''*#4
An audit involves obtaining evidence about the
Q
free from material misstatement, whether
caused by fraud or error. This includes an
assessment of: whether the accounting
policies are appropriate to the group’s and
parent charity’s circumstances and have been
consistently applied and adequately disclosed;
estimates made by the Trustees; and the overall
*
80
are not in agreement with the accounting
records and returns; or
"we have not received all the information
and explanations we require for our audit.
'7EE
Chartered Accountants and Statutory Auditors
Bristol
13 July 2011
PricewaterhouseCoopers LLP is eligible to act
as an auditor in terms of section 1212 of the
Companies Act 2006.
9''=#'
;#(*#<(4
4
X'
Actuarial Valuation
JI#
#
*
Backlog Tasks
Repairs/Projects
Tasks which have fallen behind their normal cyclical date.
Current Service Costs
Cyclical
Repairs/Projects
#
*
Repeated at regular intervals.
"$.
Funds
Funds allocated by the Trustees for particular purposes.
Discount Rate
J4.
Pensions
Funds
The interest rate assumed on the scheme liabilities.
Investment funds established for properties to provide income over the long term to fund their
maintenance – these funds may have been received as a gift or established by the Trustees from the
Trust’s own funds. The general policy for new properties acquired is to set up an endowment fund
at the point of acquisition.
.I3U
®
~
#
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its charitable activities.
;#.
Funds
This is the working fund of the Trust. It pays for the general administration of the Trust and
Heritage Assets
Assets
&#$
4
744x&7~
Improvements
9#+#
Properties
Local Committee
Properties
Maintenance Reserve
Funds
Net Gain
Board of
Trustees’ Report –
Financing Our Future
Past Service Costs
U.
Funds
Special Trusts in
7"+
Properties and funds
6##("$
;#.
.
Total Return
Repairs/Projects
Assets
Funds
Investments
##U Investments
L
Funds
(
Backlog Reserve
.
Funds
Legacy Receipts
Legacies
National Trust Annual Report 2010/11
Q
*
Assets which have historic, artistic or environmental qualities and are held or maintained principally
for their contribution to knowledge and culture.
Properties partially funded by government grants, administered on behalf of the government by
English Heritage. Any shortfall in grants provided is supplemented by the General Fund.
Tasks which enhance a property or its facilities rather than just maintain them.
Cannot be sold or mortgaged – the Trust has the power under its Act to declare property
inalienable. This also means the property cannot be compulsorily purchased against the Trust’s
wishes without invoking a special parliamentary procedure.
Properties whose management is overseen by a local committee and funds are designated for the
properties’ requirements. The funds are designated by the Trustees and this is not a legal obligation.
A reserve created to guard against unforeseen falls in legacy income – to enable the Trust to
continue its conservation project work.
Net Gain is total ordinary income, less total ordinary expenditure expressed as a percentage of total
ordinary income. This means that for every 80 pence we spend on operating activities we aim to
generate at least £1 of income so that at least 20 pence is available to fund capital projects,
&
our reserves.
#
*
Gifts and legacies where the donor has placed a restriction on their use. The results of Special Trust
properties are credited to restricted funds.
Properties which have been given to the Trust upon legal trusts and are governed and operated
*}#
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}#
*
}#
the General Fund is called upon to provide the funding.
#
to the Trust. The funds are designated by the Trustees and this is not a legal obligation.
Funds tied to particular purposes – includes restricted and endowment funds.
The income and capital growth on our investments – the Trust operates a total return policy on
certain of its endowments.
That part of the total return over time that has not been spent on charitable purposes.
A long-term reserve to provide investment income for under-endowed properties.
Unrestricted funds are free from any legal restriction; they include General and designated funds.
The results of General Fund properties and Specially designated properties are transferred to
unrestricted funds.
Legacy receipts which can be applied to any purpose other than administration.
;#(*#<(4
81
'*#4
.L(=;
A key target set by the Board of Trustees is to achieve a Net Gain of at least 20% on an ongoing basis. Net Gain is total ordinary
'<
income, less total ordinary expenditure expressed as a percentage of total ordinary income. This means that for every 80 pence
2010/11 membership
we spend on operating activities we aim to generate at least £1 of income so that at least 20 pence is available to fund capital
&
*
income excludes £2.9
million (2009/10: £4.6
million) relating to
Gift Aid and VAT. In
2008/09 membership
#
'
income excludes £5.2
million relating to Gift
,,!,@
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¼
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to £1.7 million.
Investment income ¤
]]*^
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Membership income
Xz*[
[X*]
X_*[
[\*]
[[*X
in 2006/07 excludes a
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X¬*^
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million and £2 million
X*[
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and gifts excludes £35.1
million of exceptional
gifts and rental income
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excludes the impact of
a change of accounting
policy amounting
provision against Gift
#(4
%!B
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!%B5
[*^
[*z
[*z
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Deduct STC and small projects ¨
[Z*z
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[^*Z
][*^
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property running
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#(I
=;4
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million for STC and
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¡KKUK'
£1 million).
§±
of support costs.
¨®KUK?UU
costs to include
short-term cyclical
¢
project costs (tasks
with a lifetime spend
of under £25k). This
has been excluded
from the Net Gain
.L(=;
calculation above to
aid comparison with
prior years. Further
24
details are provided
in Note 1.
© projects (expenditure
22
incurred on the Trust’s
%
conservation and
preservation aims)
are excluded from
20
Net Gain. Exceptional
items excluded from
ordinary expenditure
in 2009/10 amounted
18
to £6.1 million
2006/07
2007/08
2008/09
2009/10
2010/11
(2008/09: £0.6
million and 2007/08:
Net Gain (historic basis)
82
'*#4
£3.5 million).
Governance of the National Trust
4+''<7#<744
JI4
Trustees
Grisilda Harrison (appointed by the National Association of Decorative
Simon Jenkins, Chairman
Sir Laurie Magnus, Bt, Deputy Chairman
& Fine Arts Societies) from January 2011
Richard Haslam (elected member)
Patrick Casement OBE
Sue Davies (until September 2010)
Sir Crispin Davis
Richard Farrant (from September 2010)
Sir Edward Greenwell (from September 2010)
Charles Gurassa
Nichola Johnson (from September 2010)
Sir Mark Jones
Hugh Matheson (until September 2010)
Prof. Adrian Phillips
Simon Timms (until September 2010)
Michael Quicke
Mary Villiers OBE DL
Robert Hillier %
4
&
5
'
$*+/+
John Hoare (appointed by the Campaign to Protect Rural England)
John Hughes (appointed by The Wildlife Trusts)
Valerie Humphrey (elected member)
Nichola Johnson (appointed by the Museums Association)
Diana Kershaw (elected member) until October 2010
Henry Keswick (elected member) until July 2010
Dr David Leigh (appointed by the Institute of Conservation)
John Lloyd Jones OBE (appointed by the Countryside Council for Wales)
Fay Mansell OBE (appointed by the National Federation of Women’s Institutes)
Rodney Morgan-Giles
(appointed by the Country Land & Business Association)
Dr Pat Morris (elected member)
Robin Page (elected member)
Pamela Paterson %
!&
5
'
Beverley Penney (appointed by the Open Spaces Society)
Prof. Malcolm Press (appointed by the British Ecological Society)
Michael Quicke (elected member)
Margaret Richardson
(appointed by the Joint Committee of the National Amenity Societies)
Christopher Rodrigues CBE (appointed by VisitBritain) from November 2010
Ian Rowat (elected member)
Michael St John Parker (elected member)
Prunella Scarlett %
4
&
5
'6*+/+
Sophie Scruton (elected member)
Simon Timms (elected member)
Adrian Tinniswood (elected member) from October 2010
Prof. Caroline Tisdall (elected member)
Guy Trehane FRAgS (appointed by the Royal Agricultural Society of England)
Mary Villiers OBE DL (elected member) until October 2010
Nesta Waine (appointed by the National Association of Decorative
& Fine Arts Societies) until December 2010
Robert Waley-Cohen (elected member) until October 2010
Council
Simon Jenkins, Chairman
Sir Laurie Magnus, Bt, Deputy Chairman
Robert Morley, Senior Member
(appointed by the British Trust for Conservation Volunteers)
Sophie Andreae (elected member)
Christopher Boyle (elected member)
Nicola Brentnall (appointed by the Prince’s Trust)
Clare Broom (elected member)
Keith Brown (observer, appointed by the National Trust for Scotland)
John Burton (elected member)
Roger Cadbury (appointed by the Soil Association)
Marian Campbell (appointed by the Society of Antiquaries) until September 2010
Patrick Casement OBE (appointed by the Secretary of State for Northern Ireland)
Penelope Cobham (appointed by VisitBritain) until October 2010
Charles Collins (elected member)
Rosie Corner (elected member) from October 2010
Annette Cotter (appointed by the Ramblers’ Association)
Gillian Darley (appointed by the Society for the Protection of Ancient Buildings)
Sir Crispin Davis (appointed by the Confederation of British Industry)
Kate Dickson (elected member)
John Farley (elected member)
Richard Farrant (appointed by Sustrans)
Clare Gapper (appointed by the Society of Antiquaries) from October 2010
Colin George OBE (elected member)
Cristina George (elected member) from October 2010
Mary Gledhill %
"
&
$
'
*+/+
Caroline Goodall (elected member) from October 2010
Harry Goring DL (elected member) until October 2010
Martin Green %
"
&
$
'
*+/+
Charles Gurassa (elected member) from October 2010
National Trust Annual Report 2010/11
Tim Watkinson (elected member)
Dr Rowan Whimster (appointed by the Council for British Archaeology)
Rosanne Williams (elected member) from October 2010
;'=#
83
4+''<7#<744
JI4(continued)
744
'
744
the Council
Appointments
Committee
Nominations
744'
4
Trustees
Sir Laurie Magnus, Bt,
Chairman
Sue Davies
(until September 2010)
Robert Morley, Chairman
Nichola Johnson
John Hughes
Valerie Humphrey
(from September 2010)
Prof. Adrian Phillips
Christopher Mill
Sally Smedley
Mary Villiers OBE DL
JJ$#
(from November 2010)
(from February 2010)
Mary Villiers
(until October 2010)
Nominations
744'
4
7'4"(
Chairman
Robert Morley, Chairman
Christopher Mill
Simon Timms
Guy Trehane FRAgs
Investment Committee
David Smart, Chairman
Sir Crispin Davis
Dr Jeremy Fairbrother
Richard Farrant
(from September 2010)
Neil Honebon
John Innes
Hugh Matheson
(until September 2010)
Nominations
744
elections to the
Council
Senior Management
Remuneration
Committee
Nominations
744
#
3$
Sir Laurie Magnus, Bt,
Chairman
David Conroy
(from January 2011)
Colin George OBE
Simon Jenkins
Mike Regan
Mary Villiers OBE DL
Timothy Haywood
Robert Helliwell
Clare Broom, Chairman
Dr Richard Anthony
Freddie de Lisle
Arabella Amory
Ann Bartleet
Sally Machin
ª$
Nick Atkinson
Barbara Bates
Anthony Palmer
Andrew Cox
Prof. Marilyn Palmer
Elizabeth Perkins
Peter Davies MBE
Stephen Davis
Richard Symes
Graham Vernon
Bernard Price CBE
Sally Dore
Sheila Stone
Dr Steve Jarvis
Prof. Richard Wilson
Alastair Taylor
Diana Kershaw
Andrew Walster
Jenni Waugh
Kiran Whaley
Alan Woods
Bob Mark
Victoria Nye
Karen Price
Mary St Aubyn
Tim Stapleton
Alan Taylor
Miles Thistlethwaite
Martin Thomas
Nicola Watt
John Young
Dr Paul Biscoe
Susie Furnivall
Andrew Green
Prof. Bob Reeve
3744
Michael Quicke, Chairman
Robert Boyle
Richard Farrant
(from September 2010)
John Farley
Sir Laurie Magnus, Bt
Hugh Matheson
(until September 2010)
Chairman
Wendy Andrews
South West
#("
7##XI
Anthea Case CBE,
Rodney Morgan-Giles,
Chairman
Sophie Andreae
Christopher Mill
Dr Rowan Whimster
Charles Collins, Chairman
Roger Brimblecombe
Dr Pat Morris
Timothy Watkinson
U$#7(
3(
Retired during the year:
Dorothy Abel Smith
Evelyn Baker
Anthony Eastwood
E6'J
#('4
6#6'J
Robert Morley, Chairman
Graham Archer CMG
Tom Bartlam
Ashley Brown
Margaret de Fonblanque
Jonica Fox
Edward Fremantle
Dr John Godfrey
Eileen Moss
Sue Nix
Brian Oldman
Steve Rodrick
David Scott
Lindsay Shead
Peter Smith
Anthony Spink
Jean Stidwell
Retired during the year:
Lady Sara Aubrey-Fletcher
Harry Goring DL
Prof. Brynmor Green OBE
Edward Leigh-Pemberton
ARICS
David Tye FRICS
as at 28 February 2011
The eleven Regional and
Country Committees have
been replaced with the
following eight Regional and
Country Advisory Boards
84
#
#(J
X#
Stephen Brown, Chairman
º
Susan Christian
Margaret Cund
Alice Dugdale
Paul Evans
;'=#
Kunigunda Gough
Victoria Harley
Retired during the year:
Asif Afridi
Cassius Francis
Gillian Lane Cox
='9#
Roy Bailie OBE, Chairman
Louise Browne
Robert Burgess
ª
Phil Mowat
Wendy Osborne OBE
Ian Rainey
Retired during the year:
Patrick Casement OBE
Clive Gowdy
Cathy Law
North West
Prof. James Keaton,
Chairman
Helen Carey OBE DL
Jolyon Dodgson
Prof. Kelvin Everest
Paul Everson
John Kay
Prof. John Lee
Michael Limb
Rev. Canon
Michael Middleton
George David Thornton OBE
Rupert Thorp
Dr Will Williams
Retired during the year:
Carolyn Adams
Prof. Graham Ashworth
Dr Jenny Benson
James Carr
Retired during the year:
Samantha Davis
Alastair Fitzgerald
Ken Middlemiss
Brian Peters
Jeremy Pope
Richard Wilkin LVO MBE
Anthony Wood MBE
Wales
Sir Roger Jones OBE,
Chairman
Mark Baker
±
Geraint Edwards
ªªQ
±
Bettina Claire Lascelles
Harden MBE
Jane Haworth
Keith James OBE
Prof. Gareth Wyn Jones
Robert Lowe
Lyn Owen
Prof. Hazel Walford Davies
Retired during the year:
Thomas Lloyd OBE
4+''<7#<744
JI4(continued)
>H'
'='J
Sir Hugh Roberts KCVO
Nature
Conservation Panel
JI4
Prof. Debby Reynolds CB,
Dame Fiona Reynolds
Dr John Bridge, Chairman
Francis Russell
Dame Rosalind Savill DBE
David Carruthers
ª|
Jane Clifton
Michael Collier
Anthony Wells-Cole
Prof. John Altringham
Penny Anderson
Paul Boniface
Lady Jane Gibson
Commercial Panel
Alastair Driver
Director of People and Governance until November 2010
(née Blackburn)
ºªQ
Charles Gurassa, Chairman
Prof. Jeremy
Greenwood CBE
Helen Browning
Jonathan Larwood OBE
7
#8$9
;*+/+
Chairman
Director-General
Niall Hardie-Hammond
Alice Avis MBE
Jane Dean
Heather Hayward
John Derkach
Prof. Julian Orford
Colin Howard
Timothy Parker
Dr George Peterken
Andy Copestake
Dr Richard Howarth
Liz Sharples
Caroline Stewart
Nick Tarsh
David Streeter MBE
Prof. William Sutherland
Director of Finance
Andrew Thomas
Peter Vicary-Smith
;H#
3(#
as at 28 February 2011
3'#
#
Jason Wood, Chairman
David Baker OBE
Dr Amanda Chadburn
Prof. Dai Morgan Evans
Veronica Fiorato
George Lambrick
Prof. Marilyn Palmer
Melanie Pomeroy-Kellinger
Ken Smith
Prof. Peter Stone
Dr John Williams
Architectural Panel
Francis Carnwath CBE,
Chairman
Dr Malcolm Airs
Sarah Ashmead
Graham Bell
Nicholas Cooper
Ptolemy Dean
Catherine
Graham-Harrison OBE
Richard Haslam
Birkin Haward
Mark Hoare
Peter Inskip
Terence O’Rourke
Sam Price
Margaret Richardson
Arts Panel
Lady Lisa White, Chairman
Dr Reinier Baarsen
Martin Drury CBE
Christopher Gibbs
John Harris OBE
David Leigh
Dominic Cole, Chairman
Lady Alice Boyd
Paul Campbell
Steve Fancourt
Peter Holborn
David Lambert
Michael Lear
Dr Anthony Lord
John Phibbs
Tim Richardson
E
Access Panel
Lord Julian Darling
Chairman
Lady Sara Aubrey-Fletcher
Christopher Boyle
Annette Cotter
George Dunn
Prof. Janet Dwyer
John Lloyd Jones OBE
Nicholas Pearson
Sue Prince OBE
Rachel Thomas CBE DL
Guy Trehane FRAgS
John Varley
Alan Yates
David Ellis
Director of Business Improvement until March 2010
&
&&#E4
as at 28 February 2011
Richard Broyd, Chairman
Lionel Chatard
Sharron Costley
Matthew Johnson
Anthony Lewis
Sarah Flannigan
<=
;*+/+
Tina Lewis
Director of People & Legal Services from November 2010
Claire Mullin
Director of Brand & Marketing from January 2011
(also Company Secretary)
Sarah Staniforth
Stephen Swift
Jonathan Thompson
Simon Murray
Director of Operations
Peter Nixon
Director of Conservation
'
National Trust
xJ~E4
Sarah Staniforth
Deputy Director of Conservation
as at 28 February 2011
Charles Gurassa, Chairman
Andy Copestake
Simon Murray
Sarah Staniforth
Stephen Swift
Nick Tarsh
Sue Wilkinson
Sue Wilkinson
Director of Supporter Development
Learning Panel
Paul Manners, Chairman
Prof. Patricia Cullen
Don Henson
Stephen Hill
Doug Hulyer
Prof. Chris Husbands
Annie Merton
National Trust Annual Report 2010/11
;'=#
85
2010 Annual General Meeting
The National Trust’s Annual General Meeting took place at STEAM,
The results of the resolutions were as follows:
the museum of the Great Western Railway, in Swindon on Saturday 30
October 2010.
U#'3#U.#64
4>
The Chairman, Simon Jenkins, welcomed some 630 members to Swindon,
Q
*
U#'4
He thanked the 61,000 volunteers who had given a record 3.5 million hours
last year, acknowledging how much the Trust depended on their support
'7EE#'#'
next Annual General Meeting 4>
to welcome visitors to all the places in the Trust’s care. He explained
the progress that had been made with introducing a new structure by
decentralising the organisation and giving property managers more
4+##'7#
This resolution explained the contribution that property volunteers
discretion with local decision-making. This was helping to revolutionise
bring to the Trust’s work, and ways in which their voice might be more
broadly represented within the Trust’s Council. Result: carried
the internal workings of the Trust to make it more responsive to the needs
of the places in its care and its membership and visitors. More work had
been done in helping houses to tell their own stories – visitors could now
expect to see people using kitchens and croquet lawns, playing pianos
possible. These were just a few examples from a determined programme of
bringing houses to life. The Chairman paid tribute to the Trust’s successes
over the past decade under the Director-General’s leadership.
#
ª®~
#
during the year, including the opening of Seaton Delaval Hall and the start of
the restoration of the New Inn at Stowe, which was one of the Trust’s most
ambitious conservation projects. Not all events could be planned for though
~
|
House and in the local community. Following last year’s launch of the ‘food
glorious food’ campaign, the Trust was continuing to promote local produce
through a thousand allotments given to communities to grow their own
food, with packets of seeds given away to plant in recycled pots and window
boxes. Fifty orchards had been restored, helping to maintain many old
varieties of apple and at the same time providing a natural habitat for insects
and wildlife. Beehives had been introduced at 40 properties. Finally, the
Director-General urged everyone to support the campaign to save the Nostell
Priory Brueghel which relied on raising £2.7 million through public appeal.
#
#
*
#KKUK
introduced in the way that properties were run, giving property managers
greater autonomy over their budgets and allowing properties to build up
*
of properties meant perpetual liability for their maintenance – the Trust
had spent over £100 million on maintenance and improvements during
the year as well as reducing slightly the conservation backlog. Visitor
facilities constantly needed to improve to embrace higher expectations.
Commercial activities (including shops, restaurants and holiday cottages)
and legacies had both boosted income, and while the Trust’s investment
*
results were healthy and the Trust had exceeded its Net Gain target.
In the morning, the Chairman, Deputy Chairman and Director-General
discussed the questions and concerns of individual members in more
detail. Regional Director for Wessex, Mark Harold, launched a public
consultation on ‘the outdoor nation’, inviting views and opinions from
guest speakers Katie Herring, Rhys Jones and Dr Gavin Sandercock, the
*<
|
Chief Curator of Historic Royal Palaces, and John Goodall, Architectural
Editor of Country Life contributed to a debate on ‘bringing houses to life’.
86
For
}
#
Against
Z_^
¬
Z_^
X^^[]
^]
X^z¬Z
#I($#4$
This resolution invited members to approve new rules for extraordinary
general meetings of the National Trust. The Board of Trustees
recommended that the Trust adopt new rules because it wanted to
reduce the risk of supporters’ money being spent unnecessarily on
costly meetings instead of furthering the Trust’s core conservation
work. The resolution only related to extraordinary general meetings and
*Result: carried
}
#
For
XZ]X^
^]
XZY¬X
Against
[\zY
¬
[\zY
The results of the elections to the Council were as follows:
7
ª
º}
#
#
|
±
<
º
±
»
#
ª
#
± ª
=4+M
XYXY¬
[__Z
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XZY]_
X[_Y]
XYX\[
Y^\]
^]_[
X¬___
XZX_\
XX¬]¬
XX_\X
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XX\Yz
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X¬^^\
J#UL#
The 2011 AGM takes place at the Royal Concert Hall in Nottingham on
Saturday 29 October 2011.
;'=#
The year on record
B#'#
JJ$#
I+$'&##<=#H
A copy of the book Roman-Catholick
6J4.<XH
.<74+$'
[154: TL566701]
0.76 hectares (1.88 acres) of a Site
}}
<
National Nature Reserve land
Bedingfeld family ownership marks,
was purchased from the antiquarian
their husbands. Vita eventually
chose to stay with her husband,
Harold Nicolson, and they went on
}
to create the garden at Sissinghurst.
Leonards, East Sussex, with funds
from Oxburgh. The book was
64##'('#<¡
Doctrines no Novelties (1663), with
neighbouring National Trust land
at Wicken Fen, funded from the
Wicken Fen Accumulated Revenue
Reserve and Wicken Fen Vision
®*
published anonymously as it was
illegal to produce books on Catholic
subjects in England at that time.
X4#&##<74+$'
[133: TG128418]
3.1 hectares (7.66 acres) of
woodland adjoining existing
National Trust land, funded from a
±
*
A copy of the book #"
&4
&@
Consort (1867) in brown morocco
presentation binding with ‘VA’
monogram was purchased from
Jarndyce Antiquarian Booksellers
with funds from Wimpole. The
book was originally compiled under
Queen Victoria’s auspices for private
circulation and was subsequently
published. This copy contains an
inscription from Victoria to the
5th Earl of Hardwicke, who sold
Wimpole in 1894.
A view of Wimpole Hall
by Richard Bankes Harraden
¡U³³@°U@¯¢U@
purchased from Miles Wynn Cato,
London, with funds from Wimpole
and from gifts and bequests to the
National Trust.
;+(&##<E#'
A book by Matthew Smith,
Memoirs of Secret Service, 1699,
with a provenance from Henry
Massingbird of Gunby, was
purchased from Blackwell Rare
Books, Oxford, funded by a £200
grant from the Friends of the
National Libraries and from gifts
and bequests to the National
Trust. This volume still contains
one of the hand-written book
labels that were added to the
books in the Gunby library in 1781,
probably marking how they were
arranged on the shelves.
National Trust Annual Report 2010/11
West, which culminated in the pair
eloping to France pursued by both
X(+X<
6'$'4J<=#H
E'6'J
'M(<&4'
A George III silver inkstand
by William Plummer, 1786,
was purchased at auction at
Bonhams, London, with funds
from The Vyne and from gifts and
bequests to the National Trust.
The inkstand had been owned by
# ¡U³U°K¢
inherited The Vyne in 1776.
6(7#<¡
Two pen-and-ink drawings with
wash by Samuel Hieronymous
ª¡U³°=¢
U³@
purchased at auction at Burstow
and Hewett, Battle, East Sussex,
with funds from Scotney. One
of the drawings depicts Scotney
Castle and provides a useful record
of its appearance in the 1780s.
6$'7#<¡
A portrait of Violet Trefusis
¡U@=°U³¢}º
¡U@>¯°U=U¢
UU
accepted by HM Government in
lieu of inheritance tax and allocated
to the National Trust for display at
Sissinghurst Castle. In 1919 Violet
`
}
Trust and with grants from the
MLA/V&A Purchase Grant Fund
and the Friends of the National
Libraries. In the late eighteenth
century the menagerie with its
rare and exotic birds was the chief
attraction of the garden at Osterley.
Two items relating to Ellen Terry
¡U@=³°U@¢
Victorian and Edwardian stage,
were purchased from a US
estate with funds from gifts and
bequests to the National Trust. The
acquisition includes a letter from
#
º ¡U@³¯°U@¢
the American actor who became
her third husband in 1907, and a
sketchbook of theatrical costumes
by Terry’s daughter Edith Craig
¡U@¯°U=³¢
in creating the shrine to her mother
at Smallhythe Place.
b}bX'U<
7#'4<E
[176: TQ292761]
Gift of an early nineteenthcentury Grade II listed townhouse
which retains its original layout
and many original architectural
features, once home to Khadambi
Asalache, a Kenyan-born poet and
writer. During his residence in the
house, Mr Asalache embarked
on an ‘artistic journey’ which
manifested itself in the creation
of a remarkable and intricate
fretwork decorative scheme made
substantially from old door panels
and wine boxes. The gift was
$
#
Mr Asalache and is now undergoing
extensive conservation work prior
to its opening to the public.
#(H<E
A book by William Hayes, Portraits
of rare and Curious Birds […] from the
Menagery of Osterley Park, London
(1794), was purchased at auction at
Sotheby’s, London, funded from
gifts and bequests to the National
'(
7#4E
;<6(
Six items of garden furniture
with a provenance from Robert
+ <¡U³>°³=¢
at Claremont were purchased by
private treaty from Lord Powis
with funds from bequests to the
National Trust.
&4&<6(
A silver heart-shaped memento mori
commemorative locket, set with
}
ª
¡U¯=K°¯K¢
inscribed &7
!
(sic) around
a skull and crossed bones, probably
dating from the 1660s and with a
provenance from Ham House, was
purchased at auction at Holloway’s,
Banbury, with funds from Ham
House and from gifts and bequests
to the National Trust.
A strong-box, made from
oystered olivewood covered with
decorative gilt bronze straps,
English, dating from the 1670s
and with a provenance from Ham
House, was purchased at auction
at Holloway’s, Banbury, with funds
from Ham House and from gifts
and bequests to the National Trust.
'4<
U'4<6(
[176: TQ180736]
9.9 hectares (24.46 acres) of
grazed water meadow on the bank
of the River Thames, approved by
the Executive Committee in 2002
subject to a funding contribution
from the Petersham Meadows
Trust as well as the transfer of the
freehold from London Borough
of Richmond.
87
B#'#(continued)
H<X6I
Brownlow, 5th Baronet and
A pair of silver salvers by William
`
#¡U¯K°U³>=¢
was purchased at auction at
E(.4<U$<
#(7#<
XH'
Bonhams, New Bond Street,
[139: SP197712]
London, with a 50% grant from the
MLA/V&A Purchase Grant Fund, a
32.03 hectares (79.15 acres) of
c.1720; a burr walnut chest on stand
c.1700; and a mid-eighteenthcentury giltwood side-table with
Peaston, 1744, with cast openwork borders including grape
vines and masks, was purchased
needlework covers in imitation of
cut velvet; a giltwood pier mirror
with funds from gifts and
bequests and with a contribution
5% grant from the Friends of the
agricultural land to the south west
of existing National Trust land at
verde antico marble top.
A watercolour portrait of Sir
National Libraries and with funds
Baddesley Clinton. The acquisition
¡U³@°U@>¢
from a fund set up by the late
from Belton and from gifts and
Simon Sainsbury. The salvers are
bequests to the National Trust.
A landscape painting with
was funded by Mr H S Briscoe,
Mr T Sadler, Mrs M M Hawthorne,
Legh of Lyme was purchased
at auction at Railton’s, Alnwick,
Mr S D Sourbutts, Mrs C E Williams
funded from gifts and bequests to
the National Trust.
A copy of John Dryden’s
at auction at Sotheby’s, London,
engraved with the arms of Sir
Matthew Featherstonhaugh, 1st Bt
¡U³U=°³=¢´
bequest and the Baddesley Clinton
ruins by Bartolomeus Breenbergh
Accumulated Revenue Reserve.
}¶
¡U³°@@¢*
¡U>@°U¯>³¢
auction at Sotheby’s, Amsterdam,
funded from the MLA/V&A
Purchase Grant Fund, with funds
from Belton House and from gifts
and bequests to the National Trust.
The painting originally came to
Belton from the collection of Sir
±¡U³U=°³=¢
London merchant, whose daughter
®±¡U³>¯°U@=³¢
Sir Brownlow Cust, 1st Baron
±¡U³==°U@K³¢*#
was sold from Belton in 1984, just
before the house came to the
National Trust.
#
&H&##<"+('
An early nineteenth-century
Empire-style morquette carpet
by Piat Lefebvre et Fils, possibly
after a design by Bruno Renard,
was purchased at the Chatsworth
‘attic’ sale organised by Sotheby’s
on the premises, with funds
from Hardwick. The carpet had
Country Life
photograph of the Drawing Room
at Hardwick taken in about 1900.
A group of nineteenth-century
Cavendish family deed boxes was
purchased at the Chatsworth
‘attic’ sale organised by Sotheby’s
on the premises, with funds from
Hardwick. The Cavendish family
owned Hardwick until 1959.
¡#&##<"+('
A sacra conversazione (a depiction
of the Virgin and Christ child in the
company of saints, in this case Mary
Magdalene, Peter and Peter Martyr)
attributed to Palma il Vecchio
(c.U=@K°U>@¢
private treaty through Christie’s,
London, with funds from gifts and
bequests to the National Trust.
An antique tiger skin was
donated to Kedleston Hall by Mr
Terry Upton for one of the rooms
in the house which are displayed
as they were at the time of Lord
Curzon, Viceroy of India.
X#X'$
X<6'
[127: SJ936042]
4.96 hectares (12.26 acres) of
woodland at Whitgreaves Wood,
adjoining Hilton Cross Business
Park and Whitehouses Lane, given
to the National Trust by Advantage
West Midlands.
7'#H<XH'
A neo-Tudor centre-table with
a possible provenance from
Charlecote was purchased at
auction at Lawrence’s, Crewkerne,
with funds from Charlecote and
from gifts and bequests. Even
though the connection to the
house is not proven, the table is
of exactly the type of antiquarian
furniture that was popular with the
Lucy family of Charlecote in the
nineteenth century.
#&<E#'
A copy of John Ogilby’s Britannia
¡U¯³>¢
for England and Wales, with
a provenance from SirJohn
88
'(
&<XH'
Four groups of Sèvres porcelain
objects including cups and saucers,
a teapot, various sugar pots and
milk jugs and other items which had
been stolen from Upton in 1968
were recovered as they were coming
up at auction and have now been
returned to Upton.
EE$<74
7<X'
[150: SO888448]
A Grade I-listed lodge with 950
square metres of land adjoining
the London Arch entrance to
the park. The acquisition was
funded from the Croome Garden
Acquisition Fund.
North West
E3#'4U<
6(#<X#4#<7''
[109: SJ820836]
U*
¡U*>¢
land between Manchester Airport
and the Styal Estate, funded from
the General Fund.
E(4H<7''
A Flemish old master painting and
a group of items of eighteenthcentury furniture with a provenance
from Lyme Park have been accepted
by HM Government in lieu of
inheritance tax from Nicholas Legh
and The Hon. Mrs Simon Weinstock
(formerly Laura Legh) and allocated
to the National Trust for display
at the house. The items include
a painting from the circle of Paul
Bril (c.U>>=°U¯¯¢A Wooded River
H4
Egypt; a set of chairs with original
translation of Virgil illustrated by
Hollar, Lombart and others, mostly
after Francis Cleyn (1697), and with
a provenance from Lyme Park,
!±
London, with funds from Lyme
and from gifts and bequests to the
National Trust.
=#;7$<
6(#<7''
[109: SJ833832]
$ª nineteenth-century glasshouses
in 0.44 hectares (1.08 acres) of
land, originally home to the head
gardener to the Greg Estate and
therefore forming part of the entity
of Quarry Bank Mill and Styal
Estate. The acquisition was funded
from For Ever, For Everyone appeal
funds, free legacies and bequests
from Mrs M Basu, Mrs I Mould, Mrs
A Unsworth, Mrs O Watson and
Mrs F Wilding.
H<7''
A pair of Regency cut-glass dessert
dishes bearing the Egerton family
crest and with a provenance from
Tatton Park was purchased from
Delomosne & Son, North Wraxall,
Wiltshire, with funds from gifts and
bequests to the National Trust.
7#6
;(7$<
X4<74+
[97: SD388955]
Eighteenth-century gateway leading
to Claife Viewing Station, cottage
and 0.45 hectares (1.11 acres) of
land on the western shore of Lake
|
historic buildings and improving
access. The acquisition was funded
B#'#(continued)
}®
bequest, Lakeland Fund, North
West Minor Projects Fund, North
West Development Agency and
Local Tourism Conservation Fund.
South West
##&<#<
#<"
EE4+.4<
E$#L+(L.(<
7##
[180: SS555341]
Gift of a rare survival of Grade
<
7'4X<J+'<
Gloucestershire
Goodwin, Mrs J Gulston, Prof. R
H Gorrill and regional funds.
[200: SX129540]
[163: SO906127]
6#.4
x.##.H~<74+
Gift of 3.1 hectares (7.66 acres)
of mixed woodland at Lombard
the late Mrs Beaulah Corney.
4.8 hectares (11.86 acres) of a
}
}}
<
[97: SD379862]
® *
Endowment funded from Mr E
7&<
H#3++(<"
National Nature Reserve and Area
28.7 hectares (70.9 acres) of land
to the north and south of existing
Shire bequest and regional funds.
[201: SX486668]
woodland adjoining National
Buildings and 6.62 hectares
(16.36 acres) of gardens adjoining
Trust land at the Ebworth Estate.
The acquisition was funded from
National Trust land at Buckland
ª#
Abbey, funded with bequests
from Miss V Worton, Mrs T Tiller,
Mr R Stratton, Miss S Robb,
Mr L Phillips, Mrs P Hind, Miss L
Hill, Ms L Green, Miss M Emery,
Mrs K Beedell and regional funds.
purpose fund.
National Trust land at Fell Foot Park,
protecting part of the Windermere
lake shore and improving access.
The acquisition was funded from
the Miss A Rowbotham bequest
and the General Fund.
='9#
.#7<
Co. Fermanagh
A book by John Ranby, Doubts
on the Abolition of the Slave Trade,
1791, with the Earl of Enniskillen’s
bookplate and a provenance from
Florence Court, was purchased
from Blackwell Rare Books, Oxford,
with funds from Florence Court
and from gifts and bequests to
the National Trust. Ranby was a
member of James Boswell’s circle,
and this book is evidence of the
passionate debate about slavery
in the late eighteenth and early
nineteenth centuries.
6$'##<7BE(
A number of objects were left to
Springhill by the late Mr Anton
Schafer, a US descendant of the
Lenox-Conyngham family who
lived at the house. The bequest
includes two paintings of the
Giant’s Causeway by Susanna
Drury (KQU³°³K¢
painting of the Giant’s Causeway
$¡U@K=°@¯¢
unattributed painting of Bantry
Bay; and a letter written by a
member of the Lenox-Conyngham
family from the SS Titanic.
National Trust Annual Report 2010/11
E##7<
7##
[203: SW666179]
0.25 hectares (0.62 acres) of coastal
land adjacent to National Trust
land at Mullion Cove. A National
Trust Life membership was given to
each of the previous two owners in
return for transfer of the land.
E'
<$$&##<
#<3'<7##
[203: SW598300]
Gift of 0.92 hectares (2.27 acres) of
land at Tregonning Hill, Scheduled
Ancient Monument and part SSSI,
±
by the late Mrs M Atkinson.
U'#$'#4<6
Catherine’<.(<
7##
[200: SX118509]
Gift of the Rashleigh family
mausoleum on land amounting
to 0.006 ha (0.01 acre) at St
Trustees of the Menabilly Estate.
Endowment funded from the
#±
*
E<+'<
¢<7##
[203: SW392229]
UU*¯
¡@*K³¢
and coast land enabling improved
management of existing adjacent
National Trust land, funded from Mr
J Knight bequest, MrJ G Saunders
bequest and Mrs M Barnes bequest
and regional Neptune funds.
E'+H.4&<
#<"
[192: SY075992]
Detached farmhouse within 2.02
hectares (5 acres) of land to house
the Plant Propagation Unit, funded
from the General Fund.
E4X<#(<
=3++<"
[202: SX845707]
2.37 hectares (5.86 acres) of
woodland and pasture adjoining
existing National Trust land at
Bradley Manor. The acquisition
was funded from the Mrs J Gulston
bequest and regional funds.
of Outstanding Natural Beauty
Ed$&##(
7$<7''E<
.#<='64
[172: ST515736]
Land and garaging adjoining
National Trust property, Holly
Cottage, funded from the Property
Transformation Fund.
"7#<64
+|
[…] Whitley Brake, Sept. 28th
1946’ was purchased at auction
at Charterhouse Auctioneers,
Sherborne, with funds from
Dunster. The late Lt Col. Sir Walter
¡UU°KK³¢
Dunster Castle and the greater part
of its contents to the National Trust
in 1976.
&<64
E6#4+<"
[202: SX327373]
1.04 hectares (2.57 acres) of land
adjoining National Trust land at
Overbeck’s, funded from the H R
Vernon bequest.
E6'$'<
".47
$<"4<"
[202: SX555645]
Three parcels of land totalling
11.24 hectares (27.77 acres),
comprising a car park, rough
grazing, woodland and land
adjoining the River Plym, joining
together land holdings at
Goodameavy and Trowlesworthy.
The acquisition was funded
with bequests from the Mr J N
'(
#
Kipling (Captains Courageous and
Kim) with a provenance from
Constance Phelips at Montacute
were purchased at auction at
Rosebery’s, London, with funds
from Montacute.
An eighteenth-century
four-poster bed by George
Weller of Exeter was bequeathed
to Montacute by the late Mrs
Agatha MacKenzie, after having
been on loan there and on display
in the Curzon Room for a number
of years.
89
B#'#(continued)
Wales
armour, objects related to Clive
other objects with a provenance
of India, the large brewing barrels
from Nostell Priory was purchased
3"X#<
Brecon Beacons
in the cellars and paraphernalia
associated with the family’s sporting
by private treaty from Lord
St Oswald with funds from
[160: SN987200]
interests. The objects will highlight
bequests to the National Trust.
14.7 hectares (36.32 acres) of
the importance of Powis as a Welsh
The acquisition of these objects,
woodlands within the Brecon
Beacons National Park. Located
treasure house while also illustrating
together with that of the Brueghel,
the domestic arrangements.
will enable a fundamental review of
the way Nostell Priory is shown to
National Trust land at Pen-y-Fan.
The acquisition was funded from
>H''='J
the public.
Major and Mrs Flint and Miss G M
7'(+<
='4+#
alongside the main access route to
Cemlyn-Jones bequests.
The Muir Dawson Collection of
£X(+<7(
A book byJames Ussher, $$
to a Challenge made by a Jesuit in
Ireland (1625), was purchased from
Patrick King Rare Books, Stony
Stratford, Buckinghamshire, with
funds from the region and from
gifts and bequests. The book relates
to the history of the Bible and the
Anglican church in Wales. The
inscriptions and marks on the book
show that it had a number of Welsh
ªQ
who was rector of Llanfrothen in
the early eighteenth century.
&'64<
3+<E#(#
[123: SH172264]
0.68 hectares (1.68 acres) of
coastline and buildings along the
Llyn Peninsula coastline, improving
access and management. The
acquisition was funded from
Neptune Coastline Campaign.
7#<(
A charcoal drawing byJohn Singer
}
¡U@>¯°U>¢`
¡U@¯>°U¢
purchased from Anthony Mould
Ltd, London, funded with a grant
from the Art Fund and from gifts
and bequests to the National Trust.
The subject was instrumental in
reviving the garden at Powis Castle
from 1911 onwards.
A large group of chattels with
a provenance from Powis Castle,
some of which had previously been
on loan, was purchased by private
treaty from Lord Powis, funded
from gifts and bequests to the
National Trust. The objects include
furniture, silver, ceramics, arms and
90
100 printing blocks from Thomas
Bewick’s studio was purchased
by private treaty from Mrs Agnes
Q
of Mr Graham Williams with funds
from gifts and bequests to the
National Trust.
Books and ephemera,
includingJohn Marshall, The Village
Pedagogue, 1819, and W Davison,
$<
#8
(1833), and a bundle of Georgianperiod bookplates, all with
engravings by Thomas Bewick, were
purchased from the antiquarian
book dealer Alex Fotheringham,
West Woodburn, Northumberland,
funded by a gift from Mr and
Mrs Jerry Coles of California and
bequests to the National Trust.
=##(<
West Yorkshire
A painting by Pieter Brueghel
¸¡U>¯=>°U¯³@¢The
Procession to Calvary, signed and
dated 1602, was purchased by
private treaty from Lord St Oswald
with grants from the National
Heritage Memorial Fund, the
Art Fund and other trusts and
foundations and with numerous
donations from members of the
public. The Art Fund collaborated
with the National Trust on the
fundraising campaign. The painting
has probably been at Nostell since
the second half of the eighteenth
century and had previously been on
loan to the National Trust. It is one
of the most important paintings on
display in any of the National Trust’s
historic houses.
A group of several hundred
paintings, items of furniture and
'(
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National Trust Annual Report 2010/11
'(
91
3. Retirements
Pension scheme members retiring with service
of 20 years or more
;(34
3#E$
U+6#4
Building Craftsperson (Painter)
Property Manager
Building Supervisor
Thwaite Yard, Cumbria
Baddesley Clinton
Clumber Park
44 years
32 years
29 years
'#+$
3##E
Michael Scott
Excavator Driver
Thwaite Yard, Cumbria
7@
;Z#
Springhill
Gardener-in-Charge
Hare Hill
34 years
24 years
22 years
Ian Bennett
E
Peter Thompson
Area Warden
Stackpole
26 years
Property Manager
Springhill
24 years
Building Craftsperson (Plumber)
Dunham Massey
32 years
Fiona Clark
Property Manager
Sizergh Castle
25 years
James Loxham
Property Manager
Coniston
31 years
Christopher Toms
Warden
Kingston Lacy Estate
27 years
U'.(
Forester/Warden
Sizergh Castle
38 years
Nigel Nankivell
Garden Assistant (Nursery)
Lanhydrock
41 years
James Watts
&
;
®!
22 years
;$;4+##
Retail Sales Consultant
Corfe Castle
20 years
U+##
Gardener
Kingston Lacey Estate
28 years
U+X#
Area Warden
North Cornwall
22 years
9&$H
Aviary Keeper
Waddesdon Manor
33 years
Patricia Poole
Receptionist
Q
20 years
(&'
Curator (Interiors)
Waseley Hills, Birmingham
29 years
7#U##
Conservator
Scots Gap
24 years
Victor James
Warden
Aberdulais Falls
25 years
E¢U+
Regional Director
Q
24 years
Roy Lake
Building Supervisor
Thwaite Yard, Cumbria
20 years
36#4
Receptionist/Administrator
Clumber Park
24 years
92
'(
_B3
CorpComms
Awards 2010, Best
Communications by a
E6'J
North West
RICS South West Award
Wales Green List 2010,
for Building Conservation
award for 52 green
heroes – members
Direct Marketing
National Honey Show,
– Corfe Castle
– National Trust
Campaign of the Week
awards – Stowe New Inn
Ã
honey category –
Soil Association awards
Communications Team
fundraising appeal
Dunham Massey, third in
– Stourhead and
ª
volunteers in recognition
the set honey category –
Barrington, highlighting
of their dedication to
International Visuals
Independent newspaper’s
Speke Hall
sustainability in Wales
Communication
Green awards 2010, best
village award –
their commitment to local
and seasonal food and
North West Regional
endorsing quality retail
Coleshill Estate
Development Agency,
and catering.
>H'
='J
Kent Design Awards,
Positive Action Award
Northwest 2010 – Alderley
South West Awards, silver
2010 Yorkshire Rural
conservation category
Edge in Partnership with
medal for Best Visitor
Awards, restoration
winner and Country Life,
Country House of the Year
– Darnley Mausoleum
David Lewis
Attraction – Castle Drogo
#±
2010, Established Business
of the Year Award –
Dunham Massey
Taste of the West
Award – Silver – Killerton
honey, Bronze – Killerton
cider and A la Ronde
tearoom which is run as a
concession by Paul Broom
award – How Hill Holiday
Cottages, Fountains
Abbey & Studley Royal
$
Association Clarion
Awards – National Trust’s
Forever video and A Plant
in Time exhibition
PR Week, commended for
national media coverage in
2009–10 – National Trust
Communications Team
Recruitment Business
Awards, Best use of Social
Media – National Trust
Recruitment Team
&
Association’s Pioneer
Award – National Trust
&
achievements and approach
VisitEngland’s Outstanding
Contribution to Tourism –
National Trust
JJ$#
Orvis Wild Trout Trust
Award – Dave Brady for
restoration work on the
River Bure at Blickling
North Norfolk District
Council ‘Environment
Award’ (2010) and the
‘Growing Schools Garden’
Accreditation (2011) – the
Bower, Sheringham Park
Rough Guides Accessible
Britain Awards, Best Active
Venue Category, highly
commended – Wicken Fen
Nature Reserve
Sussex Beautiful South’s
Awards for Excellence,
sustainable tourism award,
highly commended –
Uppark House and Garden
#
Conservation Awards 2010,
the Pilgrim Trust Award for
Conservation – Hanbury
Hall, work by Perry
Lithgow on the staircase
wall-paintings of c.1710 by
SirJames Thornhill
Derbyshire Excel Tourism
Awards, Most Promising
Trainee award winner –
Tim Turner, Careership
Gardener at Hardwick Hall
Derbyshire Renaissance
Heritage Award for
Inspiration – Hardwick Hall
East Midlands Tourism
Enjoy England Excellence
Awards, bronze in the
Large Visitor Attraction
category – Calke Abbey
South West
Cornish Buildings Group,
commendation award –
Trewavas Engine Houses
conservation project
Delivering Diploma
Awards, Employer of
Year category awarded
high commendation for
excellence in delivering new
vocational diplomas for
U=°U À
#
of Powis Castle and
Visit Cornwall Tourism
Awards, awarded Gold
in the café of the year
category – Trengwainton
Garden tea-room, run
as a concession by
Nichola Osborne
Anglesey Tourism
Awards 2011, Best Visitor
Attraction of the Year –
Plas Newydd
Regen South West
}
&
Champion – Andy
City & Guilds medal of
excellence award for 2010 –
Fiona Braithwaite, Gardener
at Bodnant Garden
Dawson Compliance &
Environmental Practices
Co-ordinator, Castle Drogo
Investors in People –
Bronze Level for Wales
Marsh Heritage Volunteering
Award – Wightwick Manor
and Gardens
Northamptonshire Care
of Collections Award
winner – Canons Ashby
for its Bromham Parochial
Library Project
National Trust Annual Report 2010/11
RHS Associate of Honour
– Val Anderson, Head
Gardener at Antony
RHS Victoria Medal of
Honour - Michael Hickson,
former Head Gardener at
Knightshayes Court
UK Landscape Awards,
UK landscape of the
year – Durham Coast in
partnership with a number
of bodies led by the
County Council
='9#
Visit Devon Tourism
Awards, gold medal for
Best Visitor Attraction –
Castle Drogo
Wales
Chartered Institute of
Public Relations Pride
Gold award for best inhouse team in the South
West – National Trust
Communications Team
The Institution of Civil
Engineers’ Historic Bridge
and Infrastructure Award
– Cragside Iron Bridge
RHS Associate of Honour
– Peter Hall, former
Head Gardener at Powis
Castle and more recently
Gardens and Parks Adviser
'(
Action Renewables
Association Awards,
Best Energy Most
Innovative Renewables
Installation – Castle
Ward base camp project
Chartered Institute of
Public Relation’s Pride
Awards, gold award –
Near you, Northern
Ireland’s regular newsletter
for supporters
CIE Tours International,
Visitor Experience Award
– Giant’s Causeway
Northern Ireland Tourist
Board, Outstanding
Contribution to Tourism
Award 2010 winner
and Sales & Marketing
Excellence, runner up –
National Trust
93
bB+
6((
"'6'7J
Sydney Benson died on 18 June 2010. He was a member of the Yorkshire
Dr John Shannon CBE died on 2 June 2010 aged 92. He guided the
Regional Committee for nine years, was instrumental in the Trust
Trust towards buying Goddards in 1984 with the generous assistance
acquiring land at East Riddlesden Hall, West Yorkshire, and was a great
supporter of Gibson Mill (Hardcastle Crags, West Yorkshire).
of the Noel Goddard Terry Charitable Trust. John was also a member
of the Yorkshire Regional Committee for many years and, as well as
championing York National Trust properties, he also took a particular
6'x++(~;
interest in Ormesby Hall.
St John (Bobby) Gore died on 23 April 2010 aged 89. He was the Trust’s
K*
6;(X'$#(
Buildings Secretary for the National Trust, he laid the foundations for our
reputation as an expert custodian of historic houses.
Second son of Sir Charles Philips Trevelyan, donor of the Wallington
Estate to the National Trust in 1941 and 5th Baronet, died on 28 Jan 2011
664&+(
K*}ª|
*
He enjoyed visiting his sister Patricia Jennings, now his only surviving
Sir Simon Hornby died on 17 July 2010 aged 75. He was a former member of
sibling, and contributed a keen and constructively critical view of the
Council, Executive and Properties committees and contributed generously
to Chastleton House and the Trust’s Neptune Coastline Campaign.
property’s presentation.
E#X
Daphne Hugonin
Daphne Hugonin died on 4 March 2010 aged 85. She was a member
of the donor family of Ormesby Hall. The late Colonel Jim Pennyman
bequeathed Ormesby Hall to the Trust. The family connection is
maintained through Jim’s cousin, Bill Hugonin, husband of Daphne.
E(
Lady Mottistone died on 22 November 2010 aged 85. She was the wife
of the 2nd Lord Mottistone who bequeathed the 263-hectare (650-acre)
Mottistone Estate to the Trust in 1965.
6'U##<
Sir John Riddell, Bt, died on 24 July 2010 aged 76. He was Chairman
of Northumbria Regional Committee from 1995 to 2003 as well as a
member of the Executive Committee.
7'U(
Chris Rodway died on 18 November 2010 aged 69. He was Secretary of
the Chester National Trust Centre for 39 years and passed away after a
long illness. He was a long-time contributor to the Voluntary Talks Service
and, as a passionate promoter of public transport, helped to develop
green transport links to our properties.
zB'U(#H.
The Royal Oak said farewell to John Oddy who had been Executive
}}
*
As usual, they have been generous and have pledged gifts worth well
over $100,000 to the following projects: the Gideon Tapestries at
Hardwick, Seaton Delaval Hall, Croome, the Lake District Flood Appeal,
Libraries and the Ickworth Silver Collection. They also facilitated
the gift of $50,000 from Newman’s Own Foundation for habitat
restoration in the Peak District. We are deeply grateful for their support.
Their board tour in 2010 took them to Devon where they enjoyed a
detailed tour around Castle Drogo, which is now the subject of a major
fundraising campaign to restore the roof and stop it leaking. Their
lecture series continues to be very popular, often featuring National
Trust speakers as well as experts on other heritage subjects.
94
'(
Leslie Ward died on 11 November 2010 aged 78. He was Treasurer from
U¯
KK>°UK
$
$
#
Centre. He passed away following many months of serious illness.
EX#
Lord Wolfson of Marylebone died on 20 May 2010 aged 82. He was
Chairman of the Wolfson Foundation that was founded by his father and
became one of the largest grant-making foundations in the UK, from
1972 until his death in 2010. The Wolfson Foundation has very generously
supported a large number of priority conservation projects across the
National Trust and has pledged a further £2.25 million of support over the
next three years.
.X#
Freda Woolner died on 8 February 2011. She was a member of the donor
family living at Bradley Manor.
}B;
Special appeals
7'+#
We would like to thank all our supporters who give additional donations
b<
<b_<
over and above membership fees. These donations are vital to the Trust
The 29th May 1961 Charitable Trust
Belsize Charitable Trust No.1
in our acquisition and project work. Our top ten appeals this year raised:
The Art Fund
The Atlas Fund
The Bulldog Trust
The Mrs Joyce Lomax Bullock
®
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7'+#
The Banister Charitable Trust
Charitable Trust
®
$
¼_Y¬¬zZ
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The Charlotte Bonham-Carter
The Margaret Chattell
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Giant’ `
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Gordon Bulmer Charitable Trust
The George Cadbury Fund
¼Y]X]zX
#
$
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¼Y[Y]\¬
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The John Coates Charitable Trust
The Country Houses Foundation
The John Allen Jones Family
Foundation (UK) Ltd
¼[Z^Y^]
The Daneway Charitable Trust
The Kinsurdy Charitable Trust
±±®
¼[\]Zz_
The Dumbreck Charity
The Houghton Dunn
Charitable Trust
The Esmee Fairbairn Foundation
Fisherbeck Charitable Trust
The Grace Fry Charitable Trust
The Galanthus Trust
The George Dudley Herbert
Charitable Trust
The Ada Hillard Charitable Trust
The John Horseman Trust
The Lidbury Family Trust
London Chamber of Commerce
& Industry Commercial
Education Trust
The Esme Mitchell Trust
Newman’s Own Foundation
The Ofenheim Charitable Trust
Peacock Charitable Trust
The Joan K Reynell Charitable Trust
Roman Research Trust
The Royal Oak Foundation
The Linley Shaw Foundation
The Stanley Foundation Limited
The Steel Charitable Trust
M J C Stone Charitable Trust
#} #
The Tanner Trust
The Tubney Charitable Trust
The Douglas Turner Trust
G J W Turner Trust
The R D Turner Charitable Trust
The Sir Siegmund Warburg’s
Voluntary Settlement
The David Webster Charitable Trust
ª|
®
The H D H Wills 1965
Charitable Trust
The Wolfson Foundation
The Richard and
Jacqueline Worswick Trust
Elda Latin Charitable Trust
The Leche Trust
The John Parker Charitable Trust
Pike Woodlands Trust
(Claude and Margaret)
The Kathleen Smith Foundation
9#
b<
Mr and Mrs Richard Allan
Mr Justin Anderson
Mrs Yvonne Anderton
Mr and Mrs David Andrews
Ms Holly Bellingham and
Mr Simon Turner
Miss Moira Black
and Dr Robert Gurd
Mr and Mrs Frank Brake
The Rt Hon. the Viscount and
Viscountess Buckmaster
Mr and Mrs Nigel Collis
Mr and Mrs Jerry Cooper
Mrs Lesley Dalladay
Mr and Mrs Elwyn Davies
Mr Simon Dingemans
Mr and Mrs Thomas Eakin
Mr and Mrs Neil Eckert
Mr and Mrs Stephen Edge
Mr and Mrs Ernie Fisher
Mr Jim Fitzpatrick
Mr Andrew Fletcher
Mr and Mrs John Garratt
Mr and Mrs Charles Gurassa
! ±
Mr and Mrs Richard Hardie
Mr and Mrs William Hobhouse
Miss Davina Hodson
Mr and Mrs David Killick
Mr and Mrs Matthew Lindsey-Clark
Mrs Margaret Lowrey
Sir Laurie and Lady Magnus
Mr and Mrs John Marston
Mrs Joanna McVey
and Mr Ken Saunderson
Mr and Mrs Frederick J Meier
Mrs Pamela Mills
Mr Miles Morris
Sir Jeremy and Lady Morse
Mr Michael Murray
Mr and Mrs Terence O’Rourke MBE
National Trust Annual Report 2010/11
Mr and Mrs Timothy Parker
Dr Alison Rimmer
Mr and Mrs Jonathan Scott
Mr and Mrs Tony Teague
Mr John Thomason
Mrs Margaret Thornton
Mrs Ruth Tuke
Mr and Mrs David Walmsley
Mrs G Walton
Mr Philip Whale
Mr and Mrs Peter White
Mr Alan Williams
Mr and Mrs John Wood
9#
<b_<
Mr Humphrey Battcock
Mr Pat Dingle
Mr J Fletcher
Mrs H Foster
Miss Sheila Fraser
ªª
}ªQ
Mr and Mrs Andrew Haslewood
Mr Colin Henderson
Mr and Mrs Alan Johnson
Mr and Mrs Robert Johnson
Miss Jenny Joseph
Mr William Kelly
Mr Shinichiro Koba
and Mr Satoshi Maeda
Mr P Longley
Mr A Mason
Miss Judy Matthews
Mr R Parsons
Mr Ivor Sales
Mr and Mrs Glyn Samuel
Dr David Speller
Mr R Steinbeis and Ms C Pierard
Dr David Walmsley
Charitable Trust
‘B’ Account
'(
Charitable Trust
Dr & Mrs A Darlington
Charitable Trust
The Hawthorne Charitable Trust
;L4H$+<
#*##
environmental trusts
The National Trust was the
grateful recipient of £30.1
million secured by grant
applications in 2010/11. A list of
acknowledgements is shown
below but we would like to make
special mention of the Heritage
Lottery Fund, the National
Heritage Memorial Fund, Big
Lottery Fund, English Heritage,
Defra, the Alice Trust, Forestry
Commission, Natural England,
Northern Ireland Tourist Board,
Welsh Assembly Government,
Department of Work and
Pensions and Sustrans.
b<
Alice Trust
±
±
®½
County Councils
Department for Environment,
®
Department of Agriculture & Rural
Development, Northern Ireland
Department of the Environment,
Northern Ireland
Derbyshire Economic Partnership
English Heritage
Forestry Commission
GrantScape
Heritage Lottery Fund
Local Authorities
National Heritage Memorial Fund
95
}B;(continued)
National Museums and Galleries
Department of Work and Pensions
Direct Wines Ltd
Natural England
Northern Ireland Tourist Board
East Midlands Tourism
East of England
Dunbia Limited
Development Agency
Sustrans
Trustees of Nostell Priory
Environment Agency
Welsh Assembly Government
Essex Wildlife Trust
½Big Lottery Fund grants:
European Regional
Development Fund
Sustrans — Wicken Spine Route
Exmoor National Park Authority
Getting Into The Past
£564,960
£75,389
Duresta Upholstery Limited
E Park & Sons Limited
Ecological Partnerships
(NT) Limited
Elstead Lighting Limited
Endurancelife
Fired Earth Limited
ª
Highways Agency
Frances Lincoln Limited
Frederick Warne
Ickford Real Lives
£67,502
LANTRA
Gaze Burvill
Family Learning Project
£39,333
London Museum Hub
Hankyu Hanshin
Department Stores, Inc.
Big Family Idea —
Low Carbon Trust
Family Volunteering Project Funding
£35,195
Pontfaen Landscape
Llanerchaeron
£14,695
~}&Å
Snowdonia & Llyn
£11,050
Sudbury Hall Woodland
Playground
£7,969
±&
£5,000
Basecamp feasibility study
£2,400
Marsden Moor
Interpretation Project
£1,568
Lytes Cary Community Allotments
£1,500
Museums, Libraries
and Archives Council
National Association for Areas of
Outstanding Natural Beauty
North West Development Agency
North York Moors
National Park Authority
Northampton University
Northern Ireland Electricity
Northern Ireland
Housing Executive
Northern Ireland
Museums Council
}
}
&
SITA Trust
South West Regional
Development Agency
}
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Swindon Borough Council
The Learning Trust (Hackney)
The Prince’s Trust
Viridor
Wales Council for
Voluntary Action
WWV Enterprises
Yorkshire Dales Millennium Trust
b<
Aberdulais Tourist
Information Centre
Alpha
Arts & Business
Arts Council England
Arts Fund
ASMG Leonardo Partnership
Beacon Art
Better Woodlands for Wales
Brecon Beacons
National Park Authority
British Council
Building Research Establishment
Chilterns Conservation Board
Community Chest Grant
Community Foundation
of Tyne and Wear
Connexions
Countryside Council for Wales
County Durham
Environmental Trust
Cuckoo’s Nest
Department of Education
(Northern Ireland)
Department of Employment
Department of
& 96
Corporate support
We thank the following companies
which have supported us this year:
Alitex Limited
All Leisure
Arts & Business
Ancestry.co.uk
|
¡}Q¢
BACS
Brown Rudnick
BT Northern Ireland
Caspari Limited
Chesneys Limited
CMR Ltd
Crane Sheds and Summerhouses
Cranshaw Corporation
Derbyshire Building Society
'(
HF holidays
Hi-Tec Sports UK Limited
HP Gibson & Sons Limited
J C Whilton Ltd
(trading as Icon Partnership)
John Lewis Partnership
Kraft Foods Europe Services
GmbH — UK Branch (Cadbury)
´
Marshalls PLC
MBNA Europe Bank Limited
Müller
Npower
O.A. Taylor & Sons Bulbs Limited
Q
Paul Craemer GmbH
Peacock Blue
Peers Hardy UK Limited
Pride of Britain
Quercus Joinery Limited
(trading as Oakleaf Gates)
Rivermill Limited
Rollins & Sons (London) Limited
Royal Mail
RSA
Saga
Scotts of Thrapston Limited
Searcys
Sodexo Prestige
Stevensons of Norwich Limited
Superbreak
Tenax UK Limited
The Turtle Mat Company Limited
Trafalgar Tours
Unilever UK Limited
Universal Music
Operations Limited
Vale Garden Houses Limited
VFB
Virgin Experience Days
Westerham Brewery
Company Limited
Westminster Stone
Company Limited
Woodmansterne
Publications Limited
Yorkshire Bank
(Clydesdale Bank PLC)
Æ
8. Supporter groups
The National Trust works with more than 270 voluntary supporter
(.;
groups. They donate thousands of hours of time, hundreds of thousands
of pounds and enormous dedication to the support of both individual
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properties and the Trust in conservation, visitor experience and
community engagement activities across the country.
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These funds allow the Trust’s properties and regions to progress hundreds
of projects contributing to crucial conservation activities, expanding
learning opportunities, improving access to Trust house, garden,
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raised £956,323 in 2010/11 through over 800 separate donations,
supporting activities as wide ranging as youth involvement on Brownsea
Island (Salisbury & South Wiltshire Association), the Nostell Priory
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Longshaw Estate (Peak District Centre).
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variety of projects on National Trust sites, ranging from scrub clearance
to stewarding at open-air events at Clumber Park and Reigate Fort.
The interest earned on Groups’ deposits in the National Trust Supporter
Group Loan Account will be allocated to the Castle Drogo Appeal.
Each year Supporter Groups provide support to the Trust in an
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thanks to the dedication of the Groups’ committees who, as individual
volunteers, give hundreds of thousands of hours to ensure Groups are
managed well and that their members have a fantastic experience of the
Trust. The support of all our Groups is greatly valued and those Groups
which individually gave £1,000 and over is acknowledged:
National Trust Annual Report 2010/11
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