EFIELO THE BATTLEFIELDS TRUST REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30th SEPTEMBER 2024 COMPANY LIMITED BY GUARANTEE No: 2786730 REGISTERED CHARITY NO: No: 1017387 Registered Office Crown House, 27 Old Gloucester Street, London WC1N 3AX
BArrLEFIELDS TRUST Company No. 2786730 Charlty No. 1017387 Trustses, Annual Report for the year ended 30th September 2024 The Trustees (who are also the Directors) present their report and the financial statements of the charitable company for the year ended 30th September 2024. Trustses The following served as Trustees in the year to 30 September 2024 Gregg Archer David Austin Prof Anne Curry (Chair) Andrea Hill (resigned 25th October 2023) Julian Humphrys Andrew Jeffrey (Treasurer) Bruce Logan Chris May Ismini Pells (appointed 7th October 2023) Phil Philo Anthony Rich Howard Simmons Harvey Watson (resigned 6th April 2024) Louise Whittaker (resigned 6th April 2024) Kevin Winter Rachael Vllhitbread (appointed 6th April 2024) Company Secretary:Bruce Logan Registered Office: Crown House 27 Old Gloucester Street London WC1N 3AX Independ&nt Examiner: Mr Philip Clark FCA President and Patron: Prof. Michael Wood OBE Vice President . Kelvin van Hasselt Patrons Earl of Ulster The Lord Boswell of Aynho The Lord Dannatt GCB CBE MC Sir Robert Worcester Officers Director of Operations - David Austin Research and Threats Co-ordinator- Simon Marsh Magazine Editor- Chris May Membership Officer- David Austin Event8 Officer- David Austin Govemance and Board Officer - Bruce Logan Archaeological Adviser - Sam Wilson
STRUCTURE GOVERNANCE AND MANAGEMENT The Battlefields Trust was established as an incorporated charity in 1993 having Memorandurn and Articles as its Governing Document. Its charitable purposes are the preservation, interpretation and presentation of battlefields as heritage and educational reSoUrs, the temi 'battlefields" covering actions of any type on land, at sea or in the air, ranging from skirmishes and sieges to full scale battles. The Trust is a membership organisation with overall policy, strategic direction and management of the Trust vested in the Board of Trustees who are elected by the membership and meet four times across the year. Trustee temis of office are three years with a maximum of three consecutive terms (nine years) before a mandatory break from office. The office of Chair is similarly limited to four consecutive years. Trustees are briefed on their legal duties and responsibilities and kept updated on good practice guidance and changing governance requirements as well as issues affecting the charity sector. The Board, in considering Trustee appointments has regard to the importance of ensuring it has the skills, knowledge, experien and capacity needed to manage the Trust effectively both for the present and in the longer term, to ensure there is diversity in perspective and appointment of new Trustees to renew the board and prevent any staleness. There are Codes of Conduct in place for Members, Trustees and Officers which are available on the Trust's website. The Trust has a regional member network with Regional Committees determining and cOrdInatIng local activities in consultation with local members and often in collaboration with local partner organi8ations and associations that share the Trust's interests and objectives. The regions are aligned with groupings of local authority areas for administrative reasons but boundaries are not impermeable and joint working and mutual support across regional boundaries is strongly supported as it works towards the Trusts, overall success. Regional boundarie8 are periodically reviewed to reflect factors such as size, ease of coverage, the extent and significance of battlefield heritage and related issues within a region and the local capacity available. There currently are 11 regions with headslco-heads. Some regions have designated county co-ordinators with a sub-regional focus who provide valuable additional capacity through co-ordinating local events and communications. Nationally, an Operation8 Group comprising Regional Chairs and relevant Trust OffirS reports to the Trustees and is responsible for co-ordinating the Trust's day to day operations and implementation of agreed plans. The Group also takes the lead on co-ordinating regional priorities, plans and funding bids for recommendation to the Trustees for incorporation in the Trust's overall business plan and makes recommendations as appropriate on other matters to do with the day to day running of the Trust. ACTIVITIES Most of the Trust's activities and especially those in which it engage8 With the public, are initiated and organised by members through the regional structure. These include battlefield walks, talks, seminars or study days and the provision or installation of battlefield interpretation material such as trail guides and information panels. It is generally through regional initiatives that battlefield projects such as research investigations or commemorations are conceived, worked up and delivered as part of the overall programme and with funding support from the Trust centrally rf required. Likewise, member volunteers in the regions sustain links and work in collaboration with many local organisations and individuals that share the Trust's objectives, interests and concerns. These include local battlefield, historical and heritage societies as well as local educational or academic bodies. Members from the regions also provide valuable support to the Research and Threats Co-ordinator in identifying and responding to threats to local battlefields when they arise. During the year the Trust organised a conference for partner battlefield heritage organisations providing a forum for sharing information, ideas, issues of common concern and good practice. More detail on the Trust's full range of activities towards achieving its objectives is reported below.
Battlefield Protection and Preservatlon The Trust maintains a watching brief on potential threats to battlefields, typically related to inappropriate development proposals. Members locally act as the Trust's eyes and ears in reporting and monitoring threats and their vigilance, complemented by partner organisations and concemed members of the public reporting threats independently. The Research and Threats Co-ordinator assesses reported threats and with support from the regional network determines what action to take. If development looks likely to proceed the Trust usually presses for prior archaeological investigations rf appropriate and recommends actions that would mitigate the effect of the development on battlefield interpretation. The Trust also works collaboratively with landowners where possible to mutually resolve issues around managed access to battlefield sites and dealing with unsupervised access and metal detection. This role was further strengthened in 2023 with additional support and capacity from dedicated volunteers to help assess planning applications and support on the quarterly reports to the Board on protection and preservation. The Trust engages with regulatory bodies and key players in the planning framework to ensure there is advocacy for battlefield heritage and that decisions on development threats or the protection of battlefields can be fully informed by the experience and knowledge available within the Trust. An annual meeting with Historic England enables the Trust to raise and review battlefield planning and regulatory issues whilst the independent Battlefield8 Panel, facilitated by the Trust, includes those with expertise in planning, battlefield archaeology, conflict history and weapons and amiour and provides a forum for specialist input on policy and practice relating to battlefield heritage and a source of advice for the Trust. The Trust remains concemed about the impact that Permitted Development can have on registered battlefields and continues to press local planning authorities to consider adoption of Article 4 directions for such landscapes, though without success to date. The Trust has also been working with Natural England, Historic England and the Forestry Commission to develop environmental guidance for the better management of registered battlefields. Key actions and events during the year concerning threats to battlefields were as follows: Applications to amend battlefield registrations were also made during the year: Ripple (1643): Historic England refused an appeal from the Trust for the registered area on the grounds that the battle was not of sufficiently significant and the route of the parliamentarian fighting retreat was uncertain. Stow-on-the•Wold (1646): Following the conclusion of archaeological and documentary research by the Trust at the end of 2022, an application was made in mid-2023 by the Battlefield Panel to Historic England to review the registration for the battlefield at stow-on-the-wold. Historic England refused this application in October 2024 without engaging with the arguments put forward, but the Battlefield Panel has appealed this decision and awaits an outcome. Reglstered Battleflelds The Trust continues to see a range of low-level development pressures on registered battlefields and in the current reporting period responded to 15 applications on nine registered battlefields. This Compares to 25 applications on 13 registered battlefields in the previous reporting period. Examples have included one for new sheltered accommodation at Stow on the site for the battle indicated by Battlefield Trust research where the application was withdrawn and at Edgehill for the development of a forest school business. the application for which remains undecided. At Homildon Hill battlefield in July 2024 the Trust objected to an application for an agricultural storage building on basis of a failure to comply with local plan and the impact on heritage. It commented further on 22 Sept 2024 following submission of archaeological assessment, highlighting failure to address the impact
of the development on the battlefield and highlighting the harm vs public benefrt test that is required by planning rules. The application was refused, partly on the grounds highlighted by the Trust in early October 2024. Interpreting Promotlng and Presenting Battlefiold Herltage The Trust has a number of functions and a range of activities that all contribute to achieving its objectives of raising awareness and understanding of battlefield heritage. Magazlne The Trust's quarterly magazine "Battlefield" is highly rated by its readers and a key factor in membership retention and recruitment. The magazine keeps members and extemal subscribers up to date with news, events and current battlefield heritage issues as well as publishing articles covering a range of battles and military campaigns. Research and Informatlon Resources The reporting year saw further investment in the Trust's on-line battlefield information centre.. the Battlefields Hub. Eight battles have been added to the Hub, including five relating to the Prayerbook Rebellion. The Battlefields Trust's research on the battle of Stow on the Wold was published on the Trust's website late in 2023. The on-line database of British Civil War Memorials was officially launched in October 2023 following a successful partnership project to develop the database involving the Battlefields Trust, the Cromwell Association, Fortress Study Group, John Hampden Society, National Civil War Centre, Pike and Shot Society, Scottish Battlefields Trust, and Sealed Knot - feel we need to explain this a bit further including partnerships and a similar project related to the Wars of the Roses was also initiated. After an abeyance of a number of years Volume 112024 of the Battlefields Trust annual journal, Battalia, was reinstated under a new editorial team. This is an interdisciplinary academic journal, dedicated to the study of battles, battlefields, and military campaigns across the world, Its scope covers any period and geographical location. It is a free, fully open-access, online and peer-reviewed publication. Articles were published on the Second Battle of St Albans 1461 and the Use of Lighter Muskets in Civil War England. The Trust's research function is important to furthering understanding and interpretation of battlefields in addition to providing a resource for supporting actions to protect and preserve them, for instance in pressing the case for inclusion in Historic England's Register of Historic Battlefields. Archaeological survey work was conducted at Langport (1645) in early October 2023 by the Wessex Region which confirmed that the registered battlefield is in the correct location despite being one of three proposed sites. Information about the survey has been published on the Trust's website. At Assandun a total of 11 pieces of ground survey work at two north Essex sites. extensive research into Cnut's Minster. potential battle sites. routes and potential landing places for Cnut's fleet was carried out as part of a long term investigation to try and locate the srte of this battle. Further survey work is under discussion at Bamet (1471) and is planned for Fenny Bridges (1549) in early 2025. Events and Actlvlties The range of events and activities described below are fundamental to achieving the Trust's aims and provide opportunitie8 to engage and involve the community at large, generating a wider understanding and interest in battlefield heritage and its preservation. They are also a source of new Trust members as well as raising funds through donations or other fund-raising activities. Many activities take place in collaboration with other organisations that share the Trust's objectives and the Trust regularly 8UPPOrts the work of these organisations through collaboration with them or with practical support such as funding or sharing of expertise. Walks, Talks and Study Days: The Trust runs a full programme of acttvities including guided battlefield walks, talks and lectures (both on-line and venue based) as well as study days and conferences. It works closely with partner organisations, regularly collaborating with them on joint events and conferences.
Walks included annual visrts to battlefields such as Winceby, Cheriton and Myton. visits to museums such as Royal Ordnance Depot Weedon and a D-Day themed visit to Maldon Combined Services Museum. In - person tslks included the Battle of Bramham Moor, an illustrated talk by Graham Tumer on researching and painting medieval warfare and Buckinghamshire during the Civil War. on-line there were three series of Zoom talks on battlefields and related studies that allowed outreach to a wider audience, including members of the Trust from abroad, and selected partner bodies. might be good to gbve total number of online talks in period and total attendance Study Days included 'The earls of Warwick and battle, held at Wal¢k. Joint events included inauguration of WW2 V2 Rocket strike at Potters Bar event with local historians, Hertsmere District and Hertfordshire County Councils. the Annual Civil War Conference held at Newark., partnering with the Tewkesbury Battlefield Society in a conference looking at battlefield preservation, interpretation and research. and involvement in the English Civil War exhibition at Wycombe Museum in conjunction with the John Hampden Society, 'John Hampden, local Parliamentary leader with global reach,, which had over 10,000 visitors. AGM: This year the Yorkshire Region hosted the Battlefields Trust Annual AGM in York in Spring 2024. Around eighty members travelled from almost every Trust region including a member from the USA. The AGM was held at York St John University and included research presentations, a Presentation from our President Michael Wood on the Battle of Brunanburh, and visits to some of the region's sites. These included walking tours of York's Civil War past; Jorvik Centre. and a guided tour of the battlefield at Towton. Battlefleld Trails and Information: The creation and maintenance of trails, self-guiding leaflets, mobile interpretation apps and information panels is key to generating public awareness of and interest in battlefields. The Trust also posts battlefield video tours and mini-documentaries on its social media sites and sponsors or supports other organisations, such as historical or battlefield societies that work towards their own battlefield infomation projects. Changes to interpretations included new boards at Fomham, North Walsham, Fenny Bridges. A replacement board at Middleton Cheney was installed following damage caused by a hedging contractor to the one installed in June 2023. Festlvals and Commemorative Events: The Trust has maintained its presence at key festivals such a8 Tewkesbury, Evesham, Bosworth, and Hastings. These events provide an opportunity to promote awareness of the Trust and the importance of battlefields by engaging with the public and also for recruitment of newmembers. There was al80 a special event commemorating the 850th Anniversary of the Battle of Fomham in East Anglia with a range of local talks and thi8 year The Yorkshire Region of the Battlefields Trust exhibited this year at the Intemational Medieval Congress hosted by the University of Leeds - the worfd's largest gathering of medieval scholars and enthusiasts Education and Outreach: The Trust published a strategic review of its objectives and approach to its educational and outreach activities. This has prompted the creation of a new Education and Outreach sub- committee in 2024 which is refining its focus on the historical curriculum and looking to appoint an Education Officer to lead this effort. Support and training is provided for members of local communities who tske up the opportunity to participate in Trust projects and where particular skills are required, Such as archaeological suNey worK advice 18 given on best practice and protocols. The Trust's education packs whilst created with educational settings in mind, remain freely available on-line to the public. Work with Universities is ongoing with York St John University's War Studies programme, running events for students alongside research staff and Exeter University as part of the Prayerbook Rebellion project. Soclal Media: The Trust maintains a regular presence on Facebook and Twitterlx. In particular, the Trust uses these fora to publish 'on this day. reports on a historic battle, publicise forthcoming events and report on walks and talks that have been held. We have in excess of 11.600 followers on these two platforms. Grant aided projects: All Grant aided projects are listed in the financial review. Vvhether run directly by the Trust or in collaboration with other organisations, these projects add to the Trust's scope for protecting and promoting battlefields and raising awareness of battlefield heritage amongst local communities and the general public.
VOLUNTEER RECRUITMENT ENGAGEMENT AND CONTRIBUTION The Trust relies entirely on volunteers to organise all the activities described in this report as well as the background technical and administrative support needed for day to day running of the Trust. Volunteers are drawn mostly from the Trust's membership via regional networks and also from organisations with shared objectives. At the close of the reporting year, it was estimated that there are some 85 regular volunteers with many more individuals involved on an ad hoc basis. The Trust encourages inclusion and active involvement of local communities in its projects offering support and training as nessary, for instance by involving community volunteers in archaeological projects. Likewise, the Trust frequently offers support to local community groups or a8sociations wishing to explore and promote battlefield heritage by sharing its expertise or providing funding towards local initiatives, particularly for the provision of information panels. The Trust readily co-operates and collaborates with other organisations with shared concems and interests so that volunteer resources and effort can be pooled and used to maximum effect. Working with communities and alongside other organisations such as educational bodies, museums and heritage organisations, generates interest in and awareness of the Trust's work which in turn opens up a wider pool of potential volunteers. MEMBERSHIP The Trust had 1628 members (in 1455 memberships) on 30 September 2024 compared with 1651 members (in 1463 memberships) on 30 September 2023. This slight reduction is a result of increase in subscription rates New membership comes from attendance at events, in particular festivals covered above, and online applications. The Trust also has a high retention rate of over 90Qh. The Board approved an increase in subscription rates and a simplification of membership categories for 202412025. It is assessing the impact on membership from this increase in subscriptions. PUBLIC BENEFIT The Trustees confirm that the Trust's activrties provide a public benefrt in line with its objects of the preservation, interpretation and presentation of battlefield sites as educational and heritage resources. The Trust seeks to secure and promote battlefield heritage for the public benefrt generally and welcomes and encourages public involvement in its activities with most of the Trust's activities, such as battlefield walks, study days and seminars open to the public The Trust's battlefield guides, trail leaflets and information boards provide in situ public infomiation whilst other specific resources are freely available to the public via its website including: The Battlefields Hub containing detailed reference information on numerous battles. Education and leaming material - in particular the Battlefield education packs focused on specific battles The Trust's social media sites additionally host short documentaries and battlefield tour8 produced by the Trust a8 well as highlighting topical or important infomiation about battlefield heritage. IAlhether supporting specific battlefield projects (such as major battle commemorations or archaeological investigations) or dealing with queries or concerns about battlefields from the public, the Trust contributes to a better understanding of national history. As well as working collaboratively with partner organisations sharing similar aims, the Trust also works with public bodies such as Historic England that are concerned with heritage, sharing advice and expertise as required.
RISK ASSESSMENT A risk register is regularly reviewed and updated by the Trustees. Wbth the Trust relying entirely on volunteers there is an ongoing risk related to securing and mobilising sufficient capacity and expertise within the Trust's membership to run the Trust and its activities without over-reliance on too few individuals and the associated risk of "single points of failure.. Trustees are also aware of Charty Commission best practice that management decisions, particularly at Board level should be made with the benefit of a range of inputs and perspectives. Risk assessments are carried out for Trust-led projects, events and activities such as walks in line with the Health and Safety Policy. FINANCIAL REVIEW The total income for the year was £62,993 (2023: £56,052) with expenditure of £61,201 (2023: £63,413). The net unrestricted surplus was £1,792 (2023 deficit: £4,015) with a surplus on restricted funds of £Nil (2023 deficit: £3,345). At the end of the year, unrestricted reserves were £97,721 (2023.. £95,929). In the previous years the Trust received a very generous legacy which will give it a sound financial base on which to develop future activities. The online lecture series continues to lead to a number of donations. With the easing of Covid restrictions the Trust is well set to continue to develop its activities, focussing on delivering regional priorities. The restricted reserves principally relates to expenditure for the Mortimerfs Cross project with funding for this was largely received in the prior years. Other restricted projects are coming to a close with modest expenditure to complete. Funds In addition to the unrestricted funds, the Trust manages a number of restricted funds for specrfic purposes. Although most resources received for such funds are in the form of grants, others are raised through individual fundraising appeals. The funds are: _ Unrestricted Funds: available for the general use of the Trust in pursuance of its charitable activities, at the discretion of the Trustees. Restricted Funds: funds received for specific purposes as defined by the donors and agreed by the Trustees, including; Educatlon (Historic England): to develop educational resources relating to battlefields in England. This project completed during the year and Historic England has agreed to unspent funds being used towards a resource pack relating to battles in the Tees Valley. Mortimer's Cross: (Heritage Lottery Fund) to undertake an archaeological and research project around the site and events of the battle at Mortimerfs Cross and to present the site to the public. The Trust is holding money fundraised by the Mortimef s Cross project, on their behalf. Shrewsbury: residual funding received from the Shrewsbury 1403 project to fund the restoration of signage at the site and any other form of promotion of the battlefield. Boroughbridge: a project to fund interpretation of the Battle of Boroughbridge and the surrounding area. Reserves Policy The Trustees aim to hold a national cash reserve (less liabilities and excluding money held by regional groups which are used locally but consolidated into these accounts) of six month8 of normal expenditure (i.e. excluding restricted funds), to allow for the annual cyclical variation in income from membership as
compared to the regular nature of expenditure on items such as the magazine and annual AGM and conference. Currently, this equates to a target of approximately £16,000. Appropriate unrestricted reserves at 30th September 2024 amounted to £97,721 (2023.. £95,929). Trustees have allocated some of these funds towards regional plans and a significant upgrade to the Resource Centre website and will consider other proposals as they come forward. All reserves are held at the bank and with current interest rates and cash flow requirements, funds are held in current accounts. Trustees consider the financial position to be satisfactory and believe that the Trust remains a going concem for the foreseeable future, recognising the uncertainties of funding sources. Responslbllities of the Board of Trustses The Trustees (who are also directors of the Battlefields Trust for the purposes of company law) are responsible for preparing the Trustees, Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company and charity law require the Trustees to prepare financial statements for each financial year for that period. In preparing financial statements, the Trustees are required to.. select suitable accounting policies and then apply them consistently. observe the methods and principles in the Charities SORP. make judgements and estimates that are reasonable and prudent. State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial staternents. Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the company will continue in business. The Trustees are responsible fjor keeping proper aCcountinrecOrdS which disclose with reasonab5e accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. AS far as the Trustees are aware at the time the report is approved.. There is no relevant information of which the Trust's independent examiner is unaware; and The Trustees have taken all the steps that they ought to have taken to make themselves aware of any relevant infonnation and to establish that the Independent Examiner is aware of that infomiation. Signed: Anne Curry, Chair On behalf of the Board of Twstees tsLS
CHARITY COMMISSION Independent examiner's report FOR ENGLAND AND WALES on the accounts Ind•p•nd•ntexmln•f$ Rw#t Rèport lo tho trust•esldlr0o1 THE 8AThLEFELOS TRUST nmbofS of On accounts for th• yr 30 SEPTEMBER 2024 ended ' Charlty no.: 1017J87 Company no 2786730 S•t out on Pa9 10 TO 14 I feport to the chanty trustees on my oxamlnalkt of th• 8ccounts ol Ihe Comp8ny for Ihe year ended 3010912024. As Ihe ethanty's trustèes of t Company {who are also the directors of the Ix)mpany purposes ol ¢panY law). you 8te fe$ponslble the 8paf8lkon ol lh6 a¢cx)uftl8 In acu)rdgnc wlth wuirements of the Compans Acl 20061lhe 20C6 A¢l"> Havin9 S8tiSled myself Ih81 Ihe acownts of Company ar8 not r•¥U.,red to b6 audlled for IhEs yew uThJer P8fl 18 of the 2006 Act al 8re ell9ible for i¥Jvnl Kxaminahon I In ro¥pect ol my exaailn8lton ol your tharlty's a¢count8 as oui undèr secbon 145 01 the Ch8ril8 Aci 2011 (-1 2011 A¢l' > In ¢afry%ty r)ut my examlnatlon. I have followed the Oifeclknns glvan by th6 Cn8nty Comrn¢8ston (under seCtn 14515Xb) of thé 2011 Act R••pon31bllltl•s •nd ba$1• ol report -Independerf< examlnerfs 8tat•ment l.h8¥e my exwknlnats)n..t confim tr{ rK¥ rn3lenal m8ttefS have m6 lo my attontbon (oth6f Ih8n Ihgt di8¢losed ') wh¢di gve8 cause to bel¥e Ihal. ' 8ccounlirG r•cords wgre nol kèpl In 8¢cord8nce wth secti¢M 386 01 Ihe Companies Act 2008. or • Ihe a¢¢ounts do not acLOTd With Such rec(xd$. or • the acUnts do fX>t comply vlth relevant 8txounlirig requifemenls urthr se¢bon 398 ol the CompaTrs Act 20C6 0th8f Ihan ony roqulremènl Ilwt ihe accounts glve a 'tr arÈd lalr. vlew ¥vhieh 18 nol a m8tter oxsidefed as part 018n independent exaM[natl, or .tho 8¢¢0unls have nol bgen Pfepared In aLrordance with tho Chanlles SORP {FRS102>. I have eoDcem$ and h8ve come acfOSS no other matters in nneC1 with Ihe ex8min8twi ID whith attenllon sheuld b6 ¢Jrawn In this ioport in order io enabS0 8 proper understsnding of the accounts lo bo t68¢1)ed. Slgn•d: Dat•: l APAI 2of Nam•: PHILIP CLARK FCA IER October 2018
Charity Number 1017387 Company Number 02786730 Battlefields Trust Statement of Financial Actlvities for the year ending 30 September 2024 Note Unrestrfrted Restrlcted Total 2022-23 Subscriptions and donations Activities for raising funds Investment income 42,858 19564 571 42,858 19,564 571 34,907 21,145 Incoming resources from generated funds 62,993 62,993 56,052 Incomln8 resources from charitable activities Totsl incoming resources 62.993 62,993 56,052 Expenditure on: Raising funds Charitable activities 15,607 15,607 22,314 45,594 45,594 41,098 Total Resources expended 61,201 61,201 63,412 Net incomin81(outgolng) resources 1,792 1.792 { 7,360) Transfer5 between funds Net movement In funds 1,792 1.792 { 7,360) Funds brought forward 95,929 26,302 122,231 129,592 Funds carried forward 97,721 26,302 124,023 122,231 The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derives from continuing activities. -io-
Charlty Number 1017387 Company Number 02786730 Battlefields Trust Balance Sheet as at 30th September 2024 Nots Unrestrirted Restrictsd Total 2022-23 Current Assets Cash 89,846 26,302 116,148 122,531 Debtors 8,176 8,176 122,531 Totsl Current Assets 98.022 26,302 124,324 122,531 Creditors: amounts falling due within one year 3CK) 300 300 Net Assets 97,722 26,302 124,024 122,231 Represented by: Unrestricted Funds Restricted Funds 97,722 97,722 26,302 95,929 26,302 26,302 Total Funds 97.722 26,302 124,024 122,231 For the year ending 30 September 2024, the company was entltled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit of its accounts for the year in question In accordance with section 476 of the Companies Act 2(JJ6. The Directors acknowledge thelr responsibilities for complying with the requirements of the Act with respert to accounting records and the preparation of accounts. These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies, regime and in accordance with FRS102 and the Charity SORP. The notes on pages 13 to 15 form part of these accounts. Anne Curry Chair of Trustees Approved by the Trustees on: 11-
Charity Number 1017387 Company Number 02786730 Battlefields Trust Notes to the Flnanclal Statsments th for the year endlng 30 September 2024 Note I: Accountlng Policles al Basis of Preparation These financial statements have been prepared under the historical cost convention and in accordance with the Statement of Recommended Practlce: Accounting and Reporting by Charltles and the financlal framework appllcable in the UK (FRS102) and the Companies Act 2006. The charity meets the definition of a public benefit entity under FRSIO2. These accounting policies have been applied consistently throughout the current and previous periods. b) Stocks Stocks are stated at the lower of cost and net realisable value. No stock was recorded during the year as any resources expended on saleable Items were minimal and charged to expenditure. cl Funds Restricted funds are given to the Trust for specific purposes and are expendable by the Trustees in furtherance of particular projects. Unrestricted funds are available for any purpose of the Trust. d) Incoming sOurceS Incoming resources are recognlsed once theTrust has entitlementto the resources, it iscertain thatthe resources will be received and the monetary value of incoming resources can be measured with sufficient reliability. Life memberships are offered however, due to the small numbers, the full income from these has been credited to the subscription income in the year of receipt. Gift Aid income is recorded on receipt. el Resources expended All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. All expenditure is recognlsed once there is a legal or constructive obligation committing the Trust to the expenditure. Grants are only made in furtherance of the charitable objectives of the Trust. A liability for such grants is recognised when approved by the Trustees. Cost of generating funds The costs of generating funds are those costs attributable to generating incoming resources for the Trust, other than those costs incurred in undertaking charitable activities. g) Charitable activities Costs of charitable attivities comprise all costs incurred in the pursuit of the charitable objectives of the Trust. -12-
Charlty Number 1017387 Company Number 02786730 Battleflelds Trust Notes to the Financlal Statements for the year ending 30 September 2024 Unrestrlcted Restrirted 2023-24 2022-23 Nots 2: Subscrlptions and donations Donations Subscriptions Gift Aid 218 34,464 8,176 218 34,464 8,176 2,841 32,039 28 42.858 42,858 34,907 All subscription and donatlon Income In 2022-23 was unrestricted Note 3: Actlvltles for ralslng funds Conferences, Study Days, Walks and Talks 19,564 19,564 21,145 19,564 19.564 21,145 All actlvltles for ralslng funds In 2022-23 were unrestrirted Note 4: Incoming resources from Charitable Artlvltles Mortimer's Cross Project All Incomlng reSoUrS from Charitable Activities In 2022-23 were restrlcted Note 5: Raising funds Conferences, Study Days, Walks and Talks Web site costs 13,854 1,753 13,854 1,753 12,863 9,451 15,607 15,607 22,314 All costs of raising funds in 2022-23 were unrestrlcted Note 6: Charltable Actlvltles Mortimer's Cross Magazine Interpretation and Conservation of Sites Governance and support costs 3,345 27,631 7,921 2,201 29,282 14,110 3,953 29,282 14,110 3,953 47,346 47.346 41.098 In 2022-23, all costs relatlng to the Mortimer's Cross projert were restrlcted. All other costs were unrestrlcted. 13-
Note 7: Creditors Unrestrlcted Restricted 2023-24 2022-23 Accrued Expenses 300 300 3CK) 300 300 3(K) In 2022-23, the accrued expenses were unrestricted. Note 8: Analysls of Funds B/fiNd Income Expendlture Transfers C/fwd Restricted Funds Historic England Education Mortimers Cross Shrewsbury Boroughbridge 795 16,942 3,399 5,167 795 16,942 3,399 5,167 Total Restritted Funds 26.302 26,302 General Funds 95,929 62,993 (61.201) 97,721 Total Funds 122,231 62,993 (61,201) 124,023 Restricted Funds 2022-23 Historlc England Education Mortimers Cross Shrewsbury Boroughbridge 795 20,287 3,399 5,167 795 16,942 3,399 5,167 {3,345) Totsl Restrlrted Funds 29.648 (3,345) 26,302 General Funds 95,929 52.012 {60,067) 95,929 Totsl Funds 129,592 52,012 (63,413) 122,231 Trustees are in the process of reviewing unspent restrlcted funds. Where projects still have funds outstandlng, Trustees are working on future plans to ensure that the funding is spent in accordance with the terms of individual funding. Note 9: Related Party Transactlons During the year there were no related party transactlons12023 - £Nil) -14-