THE TEWKESBURY BATTLEFIELD SOCIETY
(A CHARITABLE INCORPORATED ORGANISATION)
ANNUAL REPORT AND FINANCIAL STATEMENTS
for the year ended 5 April 2025
Registered Charity No. 1160146
The Tewkesbury Battlefield Society
INDEX TO THE ANNUAL REPORT AND FINANCIAL STATEMENTS For the period ended 5 April 2025
| Page in | |
|---|---|
| report | |
| Legal and administrative details | 1 |
| Report of the Trustees | 2-3 |
| Statement of Trustees’ responsibilities | 4 |
| Report of the Independent examiner | 5 |
| Statement of financial activities | 6 |
| Balance sheet | 7 |
| Accounting policies | 8 |
| Notes to the financial statements | 9-10 |
The Tewkesbury Battlefield Society LEGAL AND ADMINISTRATIVE DETAILS For the period ended 5 April 2025
TRUSTEES
Mr R Goddard (Chairman) Miss G Liddy (Treasurer) Mr C A Montellier (Secretary) Dr E J Aston Mr G Pope
OTHER COMMITTEE MEMBERS
Mrs G Goodchild Mrs R Howgate Mr A Lawrence Mrs A Pope Mrs A Thomas Mr P Williams Mr B T Willoughby
CHARITY ADDRESS
Manns Court High Street Tewkesbury Gloucestershire GL20 5BP
REGISTERED CHARITY NUMBER
1160146
INDEPENDENT EXAMINER
Malvern Carvell 21 Higher Kingston Yeovil Somerset BA21 4AS
BANKERS
Lloyds Bank Plc Blandford PO Box 1000 BX1 1LT
CCLA Investment Management Limited 85 Queen Victoria Street London EC4V 4ET
Registered Charity No. 1160146
Page 1
The Tewkesbury Battlefield Society TRUSTEES ANNUAL REPORT For the period ended 5 April 2025
The trustees submit their report and the financial statements of The Tewkesbury Battlefield Society for the period ended 5 April 2025.
LEGAL AND ADMINISTRATIVE INFORMATION
The Charity’s legal and administrative details are as shown on page 1.
TRUSTEES
The Trustees on page 1 are those who have served throughout the period or for a shorter period where indicated. Appointment of Trustees is governed by the constitution of the charity. The Committee is authorised to appoint new trustees to fill vacancies arising through resignation or death of an existing Trustee.
CHARITY FRAMEWORK
The Tewkesbury Battlefield Society is a Charitable Incorporated Organisation, incorporated on 26 January 2015. The charity previously operated under the name Tewkesbury Battlefield Society (Charity registered No. 1105509). This charity ceased operations on 5 April 2015 and was removed from the Charity Commission Register on 29 July 2015. All assets and operations of the former charity were transferred to The Tewkesbury Battlefield Society as at 6 April 2015.
The objects of the charity are:
-
to promote the permanent preservation of the battlefield and other sites associated with the Battle of Tewkesbury, 1471, as sites of historic interest, to the benefit of the public generally, and to engage in all relevant activities to secure such objectives.
-
to advance education relating to the battlefield and associated sites, particularly in relation to all aspects of medieval history and to carry out research into matters associated with the sites, and to publish the useful results of such research.
-
to provide or assist in the provision of facilities in the interests of social welfare for recreation or other leisure time occupation for the public at large with the object of improving their conditions of life.
PUBLIC BENEFIT STATEMENT
The Trustees confirm that they have referred to the guidance in the Charity Commission’s general guidance on public benefit when reviewing the charity’s aims and objectives and in planning future activities.
Registered Charity No. 1160146
Page 2
The Tewkesbury Battlefield Society TRUSTEES ANNUAL REPORT For the period ended 5 April 2025
ACHIEVEMENTS AND PERFORMANCE OF THE CHARITY AND FUTURE PLANS
During the year the Society continued its work of promoting the Battle of Tewkesbury and the preservation of the battlefield site.
We began the year with our much delayed conference, held in concert with the Battlefields Trust on the 554th anniversary of the Battle in the heart of Tewkesbury. A well-attended event saw a wide range of speakers and a live wargame held throughout the day, and led into a popular anniversary walk the following day through fields much wetter than on the fateful day in 1471 but reminding us of some of the privations of a medieval army on the march. Once again, we provided the exhibition tent at the heart of the Medieval Festival site which, along with the battlefield tours held at regular intervals throughout the weekend, helped anchor the Festival activities and re-enactment in the reality of historical events. Similarly, our regular monthly guided walks, together with one-off tours arranged on request, continued to be very popular, not only delivering on our objective of promoting awareness and understanding of the Battlefield and its context but adding to our income stream.
Our banners again flew proudly throughout the Town during the summer, attracting not only positive comment but also inspiring other towns to attempt similar projects to which we are happy to contribute experience and techniques. They also played a part in Tewkesbury Abbey's commemoration of the Battle's anniversary, furthering our close relationship with the Abbey team. Our project to erect a statue dedicated to Queen Margaret of Anjou also took a major step forward with the granting of planning permission, which we quickly followed by an application to Historic England (approved after the end of this financial year).
The society will continue its work of education and awareness raising through well-established work programmes.
INVESTMENT POLICY AND RESERVES
The Committee has the power to invest money of the Charity not immediately required for its purposes in such investments or property as they think fit. Cash reserves are required to meet the day to day needs of the Charity and are therefore held in low risk deposit accounts which give immediate access to these funds.
The charity seeks to hold sufficient liquid reserves to allow the charity to raise sufficient funds to meet its objectives.
For and on behalf of the Committee
R Goddard Chairman
24th October 2025
Registered Charity No. 1160146
Page 3
The Tewkesbury Battlefield Society STATEMENT OF TRUSTEES’ RESPONSIBILITIES
The Trustees are responsible for preparing the Annual report and Financial Statements in accordance with applicable law and United Kingdom Generally Accepted Accounting Practice.
Charity law requires the Trustees to prepare financial statements for each financial year, which give a true and fair view of the Charity’s state of affairs at the end of the financial year and of its income and expenditure for that year.
In preparing those financial statements, the trustees are required to:
-
a) Select suitable accounting policies and then apply them consistently;
-
b) Make judgements and estimates that are reasonable and prudent;
-
c) State whether the policies adopted are in accordance with the appropriate SORP on Accounting by Charities and the Accounting Regulations and with applicable accounting standards, subject to any material departures disclosed and explained in the financial statements.
-
d) Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue.
The trustees are responsible for maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, Accounting regulations and SORP. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Registered Charity No. 1160146
Page 4
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE TEWKESBURY BATTLEFIELD SOCIETY
I report on the accounts of the Society for the period ended 5 April 2025, which are set out on pages 6 to 10.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
examine the accounts under section 145 of the 2011 Act;
to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
to state whether particular matters have come to my attention.
Basis of independent examiner's report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
- which gives me reasonable cause to believe that in any material respect the requirements: to keep accounting records in accordance with section 130 of the 2011 Act; and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
have not been met
- No matter has come to my attention in connection with my examination, to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
MALVERN CARVELL
Malvern Carvell 21 Higher Kingston Yeovil Somerset BA21 4AS
24th October 2025
Registered Charity No. 1160146
Page 5
The Tewkesbury Battlefield Society STATEMENT OF FINANCIAL ACTIVITIES for the year ended 5 April 2025
| Notes Unrestricted General Funds £ Restricted Funds £ INCOMING RESOURCES Voluntary income: Donations (including GiftAid) Banner rentals/donations 7,192 - Activities for generating funds: Grant from Tewkesbury Borough Council 280 - Subscriptions 386 - Income from events and publications 6,367 - Investment income 828 - TOTAL INCOMING RESOURCES 15,053 - RESOURCES EXPENDED Fundraising costs 1 4,675 - Charitable expenditure Direct charitable expenditure 2 2,802 - Support costs 2 2,291 - TOTAL RESOURCES EXPENDED 9,768 - NET MOVEMENT IN FUNDS 5,285 - Fund balances at 6 April 2024 41,516 - FUND BALANCES AT 5 April 2025 4 46,801 - |
Total 2025 £ 7,192 280 386 6,367 828 15,053 4,675 2,802 2,291 9,768 5,285 41,516 46,801 |
Total 2024 £ 7,274 - 360 4,513 855 13,002 6,544 4,389 681 11,614 1,388 40,128 41,516 |
|---|---|---|
The Statement of Financial Activities has been prepared on the basis that operations are continuing.
All gains and losses have been dealt with in the above statement.
The notes on pages 9 to 10 form part of these accounts.
Registered Charity No. 1160146
Page 6
The Tewkesbury Battlefield Society
BALANCE SHEET As at 5 April 2025
| Notes CURRENT ASSETS Cash at bank and in hand 3 CREDITORS: Amounts falling due within one year Deferred income – Town Council Grant NET CURRENT ASSETS ACCUMULATED FUNDS General funds Restricted funds |
2025 £ 46,801 46,801 - 46,801 46,801 - 46,801 |
2024 £ 41,796 41,796 280 41,516 41,516 - 41,516 |
|---|---|---|
The financial statements were approved by the Trustees for issue on 24th October 2025 and signed on their behalf by:
R Goddard Chairman
C Montellier Secretary
The notes on pages 9 to 10 form part of these accounts.
Registered Charity No. 1160146
Page 7
The Tewkesbury Battlefield Society ACCOUNTING POLICIES
BASIS OF ACCOUNTING
The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.
The accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.
The following accounting policies have been applied consistently in dealing with items which are considered material to the financial statements.
INCOME RECOGNITION
Income is recognised in the period in which it falls due.
Donations are accounted for when received by the charity.
As a result of the Covid-19 pandemic the society changed its policy regarding Banner rental income. Previously businesses wishing to display a banner were invoiced a fixed amount. For the year commencing April 2020 the banners were put up free of charge and a donation has been invited. It is not envisaged that the amount of income generated will be adversely affected by this change in policy. This has now reverted to the rental method from the 2024 year.
FIXED ASSETS
The Society buys materials and volunteers make banners which are displayed throughout the town each summer. No attempt has been made to place a value on these banners and accordingly all costs are charged to the Income and Expenditure account as they are incurred.
STOCKS
From time to time the Society prints publications and produces T-Shirts and other material for sale to the general public to raise funds and provide information. The Society carries a small stock of these materials. No attempt has been made to place a value on these and accordingly all costs are charged to the Income and Expenditure account as they are incurred.
UNRESTRICTED FUNDS
General fund
The use of this fund has not been restricted to any particular purpose by the donors or their representatives.
RESTRICTED FUNDS
Restricted funds are those which are required to be used for specific purposes as set out by the donors. These funds are not available for the general use of the charity. The society does not currently hold anu restricted funds.
Registered Charity No. 1160146
Page 8
The Tewkesbury Battlefield Society NOTES TO THE FINANCIAL STATEMENTS for the year ended 5 April 2025
| 1 FUNDRAISING COSTS Rent of room for banner painting Banner maintenance Books and publications Other fundraising costs |
2025 £ 1,528 1,842 160 1,145 4,675 |
2024 £ 1,882 1,148 3,514 - 5,544 |
|---|---|---|
| 2 CHARITABLE EXPENDITURE Unrestricted funds £ Restricted funds £ Direct costs Tewkesbury Medieval Festival costs 2,602 - Donation 200 - Professional fees - - 2,802 - Support costs Printing, postage, internet and sundry 1,940 - Insurance 203 - Bank charges 124 - Sundry 24 - 2,291 - 3 CASH AT BANK AND IN HAND Current account PayPal CCLA Charities’ Deposit Fund account |
Total 2025 £ 2,592 200 - 2,802 1,940 203 124 24 2,291 2025 £ 28,490 547 17,764 46,801 |
Total 2024 £ 2,592 - 1,797 4,389 |
|---|---|---|
| 307 203 126 45 681 |
||
| 2024 £ 24,588 272 16,936 41,796 |
Registered charity No.1160146
Page 9
The Tewkesbury Battlefield Society NOTES TO THE FINANCIAL STATEMENTS for the year ended 5 April 2025
- 4 VOLUNTARY HELP
The charity is dependent upon volunteers who carry out the day to day running of the charity, making banners and running a stand at the Tewkesbury Medieval Festival each year. For the purposes of these accounts no value has been attached to this or to any donations in kind.
Registered charity No.1160146
Page 10
The Tewkesbury Battlefield Society STATEMENT OF FINANCIAL ACTIVITIES for the year 5 April 2025
| Unrestricted General Funds £ Restricted Funds £ INCOMING RESOURCES Voluntary income: Donations (including GiftAid) Banner donations 7,192 - Activities for generating funds: Grant from Tewkesbury Borough Council 280 - Subscriptions 386 - Merchandise sales (clothing and publications) 5,252 Income from events (conference and walks) 1,115 - Investment income 828 - TOTAL INCOMING RESOURCES 15,053 - RESOURCES EXPENDED Fundraising costs Banner maintenance, brackets, paint etc. 1,528 - Rent of room for banner painting 1,842 - Books and publications 160 - T-Shirts, conference and walk costs 1,145 - Charitable expenditure Direct charitable expenditure Tewkesbury Medieval Festival costs 2,602 - Donation 200 - Professional fees - Support costs Printing, postage, internet and sundry 1,940 - Insurance 203 - Bank charges 124 - Sundry 24 TOTAL RESOURCES EXPENDED 9,768 - NET MOVEMENT IN FUNDS 5,285 - Fund balances at 6 April 2024 41,516 - FUND BALANCES AT 5 April 2025 46,521 - |
Total 2025 £ 7,192 280 386 5,252 1,115 828 15,053 1,528 1,842 160 1,145 2,602 200 - 1,940 203 124 24 9,768 5,285 41,516 46,521 |
Total 2024 £ 7,274 - 360 3,651 862 855 13,002 1,148 1,882 3,514 - 2,592 - 1,797 307 203 126 45 11,614 1,388 40,128 41,516 |
|---|---|---|
This page is for management purposes only and does not form part of the statutory accounts.