## Castle Studies Trust Annual Results 2023-24 Trustees Report 

Grants were awarded to five applicants, the projects to be carried out during the fiscal year. This round of projects involved the first ever building survey of Picton Castle in Pembrokeshire, excavating the ringwork castle at Lowther to see if it was an example of a castle used for colonising Cumbria by William Rufus, survey work to understand more about the original entrance at Bamburgh, a geophys survey of Dunoon Castle and a reconstruction drawing of Wigmore. The results can be found on the Castle Studies Trust website (www.castlestudiestrust.org). The rest will appear there when ready. 

All of the projects were completed on time except Wigmore, which is still on going due to access to the site and health issues with the person doing the reconstruction. The Picton building survey was revelatory in terms of revealing an incredibly complex medieval building, while the excavation at Lowther, which appeared on the Digging for Britain tv series in January 2024, didn’t find obvious evidence of William Rufus foundation although scientific tests from the season and the following one have yet to come back. Dunoon didn’t reveal anything of substance, while Bamburgh showed evidence of a massive castle ditch and a complex history of changes at the original entrance site. 

Fundraising continued to rely on regular donations which grew marginally in the year thanks to a mixture of new donors and existing donors increasing their donations.  Regular donors are given the opportunity to attend exclusive site visits to all the projects that the Trust funds during the year. 

Jeremy Cunnington 

Chair of Trustees – Castle Studies Trust 



|CHARITY COMMISSION||||||
|---|---|---|---|---|---|
|FOR ENGLAND AND WALES|Castle Studies Trust|||||
||**Receipts and payments accounts**||||**CC16a**|
||Forthe period|||||
||from|06-Apr-23|To|05-Apr-24||
|Section,AReceipts apdpaytnenfs||||||
||Unrestricted<br>funds|Restricted<br>funds|Endowment<br>funds|Total funds|Lastyear|
||to the nearest|to the nearest £|to the nearest £|to the nearest £|to the nearest £|
|Al Receipts||||||
|Donations, legacies & grants|27826||-|27,826|27,679|
|Gift Aid reclaimed|7341||-|7,341|5,429|
|Bank Interest|425||-|425|109|
|Conference on future of Castle Studies|3,270|-|-|3,270|-|
|_Subtotal(Gross income for_<br>_AR)_|38,862|||30,862|33,217|
|A2 Asset and investment sales,||||||
|(see table).||||||
|_Subtotal_||||||
|Total_receipts_|38,862|||38,862|33,217|
|A3Payments||||||
|Grants for charitable purposes|24,854|3,000|-|27,854|40,924|
|Website|214|-|-|214|220|
|Printing postage & stationery||||-||
|Social media costs||-|-|-|160|
|Travel to projects funded by grants|1,168|-|-|1,168|502|
|Bank Charges for foreign transactions<br>Fundraising events<br>Charges for Income collection service:|<br>183<br>927<br> <br>345|-<br>-|-<br>-|183<br>927<br>345|-<br>672<br>9|
|Conference on future of Castle Studies|3,018|-|-|3,018|-|
|_Sub_total|<br>30,709|3,000||3,70||
|A4 Asset and investment||||||
|purchases, (see table)||||||
|_Sub_total||||||
|_Totalpayments_|30,709|3,000||33,709|42,487|
|_Net of receipts/(payments)_|8,153|-<br>3,000|-|5,153|-<br>9,270|
|AS Transfers between funds||||||
|A6 Cash funds last year end|34,035|3,000|-|37,035|46,305|
|Cash_funds this yearend_|<br>42,188|-|-|42,188|37,035|





||||Unrestricted|Restricted|`Endowment`|
|---|---|---|---|---|---|
|J a tog 0ries|Dc tails||`funds`|`funds`|`funds`|
||||to nearest E|`to nearest`|`to nearest`|
|B1 Cash funds|Bank Account 5th April 2024||30,972|||
||Deposit Account|5th April 2024|11,216|-||
|||_Total_cash_funds_|42,188|||
||(agree balances with receipts and payments|||||
|||account(s))||||
||||Unrestricted|Restricted|`Endowment`|
||||`funds`|`funds`|`funds`|
||Details||`to nearest`|to nearest £|to nearest £|
|E12 Other monetary assets|Balance of 23/24 Gift Aid Tax to reclaim||`1,622`|||
||Delayed Give as|you earn payment|`352`|||
||Details||Fund to which<br>asset Indio|Cost (optional)|Current value<br>tiona|
|B3 Investment assets||||||
||Details||Fund to which<br>asset belo|Cost (optional)|Current value<br>Ion|
|84 Assets retained for the||||||
|charity's own use||||||
||||Unrestricted &|Amount due|When due|
||Details||restricted|o,tlon|tiona|
|E15 Liabilities|Approved grants to be paid out||`19349`|||
|Signed by one or two trustees on<br>behalf of all the trustees|Signature||Print|Name|Date of<br>approval|
||||_,Te.rem g(t4m)ingtih_<br>_Qere-f  QVRio(J_||4 / q/z4<br>itl tlZ`t|





CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the trustee•
Castle Sludies Trust
On accounts for the year
endod
5 April 2024
Charity no
{If any
1148165
Set out on pages
3and4
I report to the trustees on my examination of the accounts of the above
charity (Yhe Trust") for the year ended 6 April 2024.
Re•ponslbllltle8 and
ba818 of report
As the charity'8 trustee8, you are r88ponsibl8 for the preparation of the
accounts in ac¢ordance with the reqU1￿ments of the Charities Act 2011
{'the Act.).
I report in respect of my examination of the Trust'8 accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 14515)(b) of the Act.
Independent I hav8 completed my examination. I confirni that no material matters have
examlnèr's statsment come to my attention in conne¢tion with the which gives me cause to believe
that in, any material ￿Spect..
the accounting records were not kept in accordance with section 130
of the Charities Act., or
the accounts did not accord with the accounting records., or
the accounts did not comply wilh the applicable requirements
¢onceming the fom and Content of accounts set out in the Charities
IAGcounts and Reports) Regulations 2008 other than any requirement
that the accounts give a 'true and fairf view which is not a matter
considered as part of an independent examination.
I h8ve no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in this report In
order to enable a proper und standing of the accounts to be reached.
Slgned:
Date:
2 July 2024
Name:
Nicholas Stopford
Relevant professional
quallfication(s1 or body
(If any):
ICAEW
Addrèss:
6 Chalcot Square
London NWI 8YBN
IER
Oct 2018

Section B
Disclosure
Only complete rf the examiner needs to highlight material matters of concem
(see CC32, Independent examination of charity a¢¢ounts.' directions and
guidance for examiners).
Glve here brlef detalls of
any Items that the
examiner wishes to
disclose.
Nothing to disclose
IER
Oct 2018

CHARITY COMM15510N
FOR ENGLAND AND WALES
C*tl• Stud1￿ Tr￿t
Recelpts and pa
ments accounts
CC16a
For the perfod
from
To
r-23
05-Apr-24
Section A Receipts and payments
Unrestrlcted
lunds
tr• th• nearf•t
Restrlcted
fund8
Endowment
fund¥
Totsl tund8
Lasty
to th• n•arnst£
to tho noarg•t£
to thg nwrMt£
toth•
A1 Recol
Donatlon8 1
ad05 &
Gfft red81rn8d
8rtk Intewt
rants
27826
7341
425
27,820
7,341
425
27,6Yg
ccnforen￿ M bJture olC881k8 SbJd8s
1270
3,270
Sub total(Gm8s income for
AR)
3b,882
33,217
A2 A••ot and Invo•kn•nt ja1￿,
{•eo tabl•l.
Sub total
38,882
3B,862
33,217
A3Pa
mont#
Grants for tharltab
Wob$ile
27,804
214
dO.924
zzo
214
osts • & $tstlon8
ScGlol medla co$1$
Travel to
ro ects funded b
rants
Bank Cha
es for forgi
n transactions
Fundralsin
events
Ch4
ob for Incoma collecbon
1.168
183
27
346
002
163
927
872
Conferen0* ¢nththur•d C88Ye st￿91e5
J.018
,709
3,018
33,709
Sub totsl
3.000
42,487
A4 A•8et and Sn¥e•tmgnt
urchageg.
see tsbl8
Sub tot81
30,709
3.000
33,709
42.487
Net of reeelpts/(paymentsJ
AS Tran•frrs l)•tween funds
A6 Cash funds last year end
Cash funds thls year and
8,153
3,000
5.153
9,270
34,035
42,188
3.000
37,035
42,188
48,305
37,03
CGXX R18ccounis ISSI
02107r2024

Section B Statement of assets and liabilities at the end of the period
Unwtricted
Rgstrlcted
lunds
lund•
to n•arest£
ID hèarest£
EndovhY*ant
fund$
Catsgori8s
Dotsils
B1 Ca8h fund•
Yl,9n
Total cash funds
42,188
lund•
tjj n••rwt£
1.822
fund•
fund•
to t)•ove•t£
Details
B2 Oth•r mon•t•ry 4••41•
Fund t• whlch
D•tall8
onal
Fund to *thlch
Curr•nt v•1
D•tsll•
84 A•Mt• r•taln•d for th•
eh•rlty'• own
111-
Wh•n duo
n•1
Detalls
85 Ll•bllltl••
19349
Signed by eno or try$tees on
behaff of all tho truste¢s
rffjttjrg
Piwrt
Dale of
oval
CCKX R2 accounts ISS}
02107r2024