CHARITY REGISTRATION NUMBER: 1167375
Bamburgh Heritage Trust
Unaudited Financial Statements
31 March 2024

Bamburgh Heritage Trust
Financial Statements
Year ended 31 March 2024
Page
Trustees, annual report
Independent examiner's report to the trustees
statement of financial activities
Statement of financial position
Notes to the financial statements

Bamburgh Heritage Trust
Trustees. Annual Report
Year ended 31 March 2024
The trustees present their report and the unaudited financial ststements of the charity for the year ended
31 March 2024.
Refor8nce and administrative details
Registered charity name
Bamburgh Heritage Trust
Charity registration number
1167375
Principal office
9 The Wynding
Beadnell
Northumberland
NE67 5BU
The trustees
J Woodman
C Brunt
S Morton
R Baker-cresswell
S Dodds
Independent examiner
Michael W Reed
Russell House
Greenwell Road
Alnwick
Northumberland
NE66 1HB
structure, governancè and management
Purposes and aims
Bamburgh Heritage Trust is administered and managed in accordance with its constitution. It is a
registered charitable incorporated organisation (Charity Registration No. 1167375). The Charity was
registered on 27th May 2016.
Management of projects
Bamburgh Heritage Trust is managed by the members of the Management Committee. The members are
elected annually. The trustees listed on page 3 are members of the management committee. The
management committee meets every months and receives financial and activity reports at each
meeting.
Objectives and activities
Bamburgh Heritage Trust objectives and aims are-.
The advancement of education for the public benefit into the history and heritage of Bamburgh.

Bamburgh Heritage Trust
Trustees. Annual Report {contthued)
Year ended 31 March 2024
Achievémènts and performance
Our Accessing Aidan project also known as Bamburgh Bones has been well received by numerous visitors
including a royal visit. We had lo make minor repaifs to a display and we have updated the website. Talks,
guided tours and book sales continue to be popular.
Our Jubilee Bell project set out to automate one of the Church bells at St Aidan's. so that it chimes every
hour on the hour be￿een 8am and 8pm, to celebrate the Jubilee of Queen Elizabeth 11. A budget was set
of around £4.000 to achieve this and we set up a Just Giving page lo help raise this money. The appetite
of Locals and Visitors for this project was bigger than we hoped for and funds in excess of £14,000 wer6
raised. Full 8Utomation is now in place and we have a small sinking fund for any repairs.
Our focus now is the restoration and development of the )￿lIage telephone box. BHT adopted the iconic
box when BT withdrew the a¢lual phone from within and planned lo remove the box altogether. We intend
to convert it into an interactive history space. Vve have replaced the glass and given the box a full
makeover with new paint inside out, restoring it visually for the enjoyment of locals and visitors alike. We
have been compiling media files from local personalities wllh intimate knowledge of Bamburgh in
readiness for building the archive which will be the backbone of the experience.
Financial revlew
The Charity generates its main income from grants, donations and fundraising aclivities. During the period.
income of £843 12023.'£23.730> was received. including restricted funds received of £Nil (2023.'£6.444)
with respect to the Accessing Aidan project.
Total expenditure was £2906 {2023.' £16,962). As a result, the Charity returned a deficit for the period. A
transfer wa5 made from the Accessing Aidan project to the general fund of£5.080. Reserves at 31 March
2024 were £23,261 12023=£25,324). of which £10,002 {2023-.£15,5171 is held as a restricted fund for the
Accessing Aidan project.
The Trustees will continue to aim to build the level of unrestricted reserves in order to support the
charitable aims of the Charity. The management committee reviews fvnding at every meeting and is
continuing to contact potential funders and to expand the base of regular donations.
Investment and Reserves Policy
The Charity has no investments or significant reserves and, as such. doe$ not have an investment policy.
The trustees, annual report was approved on 2 December 2024 and signed on behalf of the board of
trustees by..
Trustde
S Morton
Trustee

Bamburgh Heritage Trust
Independent Examiner's Report to the Trustees of Bamburgh Heritage Trust
Year ended 31 March 2024
I report to the trustees on my examination of the financial statements of Bamburgh Heritage Trust {'the
Gharity,) for the year ended 31 March 2024.
Responsibilities and basis of report
As the trustees of the charity you are responsible for the preparation of the financial statements in
accordan￿ with the requirements of the Charities Act 2011 (tthe Act,).
I report in respect of my examination of the charity's financial statements 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 145(5){b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in
connection with the examination giving me cause to believe that in any material respect..
accounting records were not kept in respect of the charity as required by section 130 of the Act.,
or
the financial statements do not accord with those records., or
the financial statements do not comply with the applicable requirements concerning the form
and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other
than any requirement that the accounts give a 'true and fail view which is not a matter
considered as part of an independent examination.
I have 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 understanding of the accounts to be
reached.
Michael W Reed
Independent Examiner
Russell House
Greenwell Road
Alnwick
Northumberland
NE66 1HB
2 December 2024

Bamburgh Heritage Trust
statement of Financial Position
31 March 2024
2024
2023
Notè
Current assets
Cash at bank and in hand
23,851
25,914
Creditors: amounts falling due within one year
Net ¢urrent assets
10
590
590
23,261
25,324
Total assets less current liabilities
23,261
25.324
Net assets
23,261
25,324
Fund5 of th• charity
Restricted funds
Unrestricted funds
9,285
13,976
16.696
8,628
Total charity funds
11
23,261
25.324
These financial statements were approved by the board of truslees and authorised for issue on 2
Decefnber 2024. and are signed on behalF ofthe board by:
C BruF)t
Trustde
S Morton
Truslee
Thè notes on pages 6 to 10 form partofthese financial statemènts.

Bamburgh Heritage Trust
Notes to the Financial Ststements
Year ended 31 March 2024
General infomiation
The charity is a public benefit entity and a registered charity in England and Wales and is
unincorporated. The address of the principal office is 9 The Wynding, Beadnell. Northumberland,
NE67 5BU.
Statement of compliance
These financial statements have been prepared in compliance with FRS 102, 'The Financial
Reporting Standard applicable in the UK and the Republic of Ireland,, the 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) (Charities
SORP (FRS 102)) and the Charities Act 2011.
Accounting policies
Basis of preparation
The financial statements have been prepared on the historical cost basis, as modified by the
revaluation of certain financial assets and liabilities and investment properties measured at fair value
through income or expenditure.
The financial statements are prepared in sterling, which is the functional currency of the entity.
Going concern
There are no material uncertainties about the charitys ability to continue.
Judgements and key sources of estimation uncertainty
The preparation of the financial statements requires management to make judgements, estimates
and assumptions that affect the amounts reported. These estimates and judgements are continually
reviewed and are based on experience and other factors, including expectations of future events that
are believed to be reasonable under the circumstances.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's
purposes.
Designated funds are unrestricted funds earmarked by the trustees for particular future project or
commitment.
Restricted funds are subjected to restrictions on their expenditure declared by the donor or through
the terms of an appeal, and fall into one of t￿0 sub-classes.. restrided income funds or endowment
funds.

Bamburgh Heritage Trust
Notes to the Financial Statements (contInu￿}
Year ended 31 March 2024
Accounting pollcles {eontlnu•d)
Incoming resources
All incoming resources are included in the statement of financial activities when the charity is entitled
to the income and the amount can be quantified with reasonable accuracy. The following specific
policies are applied to particular categories of income=
Charitable income is received by way of grants, donations and gifts to the charity and is included in
full in the Statement of Financial Activities upon receipt. Granls, where entitlement is not conditional
on the delivery of a specific performance by the charity, are recognised when the charity becomes
unconditionally entÈtled to the grant.
Bank interest is included when receivable.
Resources expended
Expenditure is recognised on an accruals basis as a liabiltty is incurred. Expenditure includes any
VAT which cannot be fully recovered, and is classified under headings of the statement of financial
activities to which it relates-
expenditure on raising funds includes the costs of all fundraising activities, events, non-
charitable trading activities, and the sale of donated goods.
expenditure on charitable activities includes all costs incurred by a charity in undertaking
activities that further its charitable aims for the benefrt of Éts beneficiaries, including those
support costs and costs relating to the governance of the charity apportioned to charitable
activities.
other expenditure includes all expenditure that is neither related to raising funds for the charity
nor part of its expenditure on charitable activities.
All costs are allocated to expenditure categories reflecting the use of the resour￿. Direct costs
attributsble to a single activity are allocated directly to that activity. Shared costs are apportioned
be￿een the activities they contribute to on a reasonablo. justifiable and Gonsistent basis.
Donations and legacies
Unrestricted
Funds
Restricted Total Funds
Funds
2024
Donations
Donations
843
843
Grants
Grants receivable
843
843

Bamburgh Heritage Trust
Notes to the Financial Statements (continuedj
Year ended 31 March 2024
Donations and legacias (contlnued)
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Donations
Donations
2,804
14,482
17.286
Grants
Grants receivable
6,444
6,444
23,730
2,804
20,926
Expenditure on charitable activities by fund type
Unrestricted
Funds
Restricted Total Funds
Funds
2024
other charitable activities
575
2,331
2.906
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Other charitsble activities
804
16,158
16.962
Expenditure on charitable activities by activity type
Grant funding Total funds
of activities
2024
Total fund
2023
Other charitable activities
2,906
2,906
16,962
Independent examination fees
2024
2023
Fees payable to the independent examiner for..
Independent examination of the financial statements
240
240
staff costs
The average head count of employees during the year was Nil {2023- Nil).
No employee received employee benefits of more than £60.000 during the year (2023: Nil).
Trustee remuneration and expenses
The trustees received no remuneration, other than reimbursement for expenses incurred on behalf of
the Charity, during the period.

Bamburgh Heritage Trust
Notes to the Financial Statements (continued)
Year ended 31 March 2024
10. Creditors: amounts falling due within one year
2024
2023
Accruals and deferred income
590
590
11. Analysis of charitable funds
Unrestricted funds
At
1 April 2023
At
Transfers 31 March 2024
Income Expenditure
General funds
Designated Fund
3.083
5,545
19
824
(420)
{155)
(575)
5,080
7,762
6,214
8,628
5.080
13,976
At
1 April 2022
At
Transfers 31 March 2023
Income Expenditure
General funds
Designated Fund
3,656
2,972
125
2,679
(698)
(106)
(804)
3,083
5,545
6,628
2,804
8,628
Restricted funds
At
l April 2023
At
Transfers 31 March 2024
Income Expenditure
Accessing Aidan
Jubilee Bell
Telephone box
15,517
3.199
(2.020}
16,696
(435)
{1,408)
(488)
(2,331)
{5.080)
10.002
1,791
(2,508)
9,285
(5,080)
At
1 April 2022
At
Transfers 31 March 2023
Income Expenditure
Accessing Aidan
Jubilee Bell
Telephone box
12.028
250
(350)
11,928
6,444
14,482
(2.955)
(11,533)
(1.670)
(18,158)
15,517
3.199
(2,020)
16,696
20,926

Bamburgh Heritage Trust
Notes to the Financial Statements (continued)
Year ended 31 March 2024
12. Analysis of net assets between funds
Unrestricted
Funds
Restricted Total Funds
Funds
2024
Current assets
Creditors less than 1 year
Net assets
14,216
{240)
13,976
9.635
(350)
9,285
23.851
(590)
23,261
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Current assets
Creditors less than 1 year
Net assets
8,868
(240)
8,628
17,046
(350)
16,696
25,914
(590)
25,324
10