CHARITY REGISTRATION NUMBER: 1167375
Bamburgh Heritage Trust
Unaudited Financial Statements
31 March 2025

Bamburgh Heritage Trust
Financial Statements
Year ended 31 March 2025
Page
Trustees, annual report
Independent examinerfs 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 2025
The trustees present their report and the unaudited financial statements of the charity for th8 year ended
31 March 2025.
Rèf•r8ncé and adminlstrativa datails
Registerèd charity name
Bamburgh Herilage Trust
Charlty reglstratlon number
1167375
Prlnclpal offlce
9 The Wynding
Beadnell
Northumberland
NE67 5BU
The trustees
J Woodman
C Brunt
S Morton
R Baker-cresswell
S Dodds
Independent examlner
Michael W Reed
Russell House
Greenwell Road
Alnwick
Northumberland
NE66 1HB
Structurè, govèmancè and management
Purposes and aims
Bamburgh Heritage Trust is adminislered 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.
Objedives and activities
Bamburgh Heritage Trust objectives and aims are:
The advancemènt of education for the public benefit into the history and heritage of Bamburgh.

Bamburgh Heritage Trust
Trustees. Annual Report (oonbnuod)
Year ended 31 March 2025
Achlevements and perfomiance
Ifs been another good year for Bamburgh Heritsge Trust with continued activities happening around our
Accessing Aidan Project including a series of tslks and continued interest from the public, resulting in book
sales and generous donations. The coffers have been fvrth6r bolstered following a donation from the (now
domiant) Bamburgh Conservation Society. these funds will be reseryed for projects that reflect the
common goals of the Conservation Society and the Heritage Trust.
Our Telephone Box project continues to move along, with several locals giving their time to be interviewed
about lrfe past, present and future in the Village, with the aim of ultimately producing a database of
Interesting content that will be used to create an interactive visitor experience in the phone box itself. This
project will continue to grow over Ihe coming year.
Some smaller 'one off projects have also been supported by the Heritage Trust, namely the research into
old street names of Bamburgh, which have bean useful in getting some smaller lanes in the Village
renamed with a nod to the past. In Ihe coming weeks we will see street signage for Dora Lane (the lane
running behind Front Street- originally Dora Terrace} and Dovecote Lane (a small lane in the Dovecote
area of the Village). Naming theses lanes not only brings some of the history of the Village back to life but
also serves a very modern and practical purpose of helping delivery services to find some of the more
tucked away homes in the Village.
Flnanclal revlew
The Charity generates its main income from grants, donations and fundraising activities. During the period,
income of £5,736 (2024:£843) was received, including r8Strlcted funds received of £Nil (2024:£Nil) with
respect to tha Accessing Aidan project.
Total expenditure was £1.175 (2024: £2,906). As a result. the Charity relurned a surplus for the period.
Resenies at 31 March 2025 were £27,822 (2024:£23,261), of which £9.706 (2024:£10.002) 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 committ& reviews funding at every rn￿11ng and is
conlinuing to contact potential funders and to expand the base of regular donations.
Investment and Resetves Policy
The Charity has no investments or significant reserves and, as such, does not have an investrnent policy.
The trustees, annual report was approved on 9 September 2025 and signed on behalf of the board of
trustees by.
C Brunt
Trustee
S Morton
Trustee

Bamburgh Heritage Trust
Independent Examina￿S Report to the Trustees of Bamburgh Heritage Trust
Year ended 31 March 2025
I report to the trustees on my examination of the financial statements of Bamburgh Heritage Trust {Ihe
charity) for Ihe year ended 31 March 2025.
Résponsibilities and basis of report
As the trustees of the charity you are responsible for the preparation of the financial statements in
accordance with the requirements of the Charities Act 2011 (Yhe Act.).
I report in respecl of my examinalion of the charitys 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 examlnerfs statèmént
I have completed my examinalion. I confimi 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 charty as required by section 130 of the Act.,
or
the financial ststements do not accord with those records. or
the financial statements do not comply wilh the applicable requirements concarning 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 fairf 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 drdwn in this report in order to enable a proper understanding of the accounts to be
rea¢h6d.
Michael W Reed
Independent Examiner
Russell House
Greenwell Road
Alnwick
Northumberland
NE66 1 HB
6 August 2025

Bamburgh Heritage Trust
Statement of Financial Activities
Year ended 31 March 2025
2025
Reslricted
funds Total funds Total funds
2024
Unrestricted
funds
Note
Income and endowments
Donations and legacies
Total Income
5,736
5,736
5,736
5,736
Expendlture
Expenditure on charitable activities
Total exp•ndlturè
432
743
1,175
2,906
432
743
1,175
2,906
Net incomel(expenditure) and net
movement in funds
5.304
(743)
4,561
(2,063)
Reconclllation of funds
Total funds brought fopavard
Total funds carrled forward
13.976
9.285
23.261
27.822
25.324
19,280
8,542
23.261
The statement of financial activitiès includes all gains and losses r6cognised in the year.
All income and expenditurè derive from continuing activities.
The notes on pag88 6 to 10 forni part of these financial statements.

Bamburgh Heritage Trust
Statement of Financial Position
31 March 2025
2025
2024
Note
Current assets
Cash at bank and in hand
28,412
23.851
Creditors: amounts falllng due within one year
Net current assets
10
590
590
27,822
23.261
Tolal assets less current liabilities
27.822
23,261
23,261
Net asséts
27,822
Funds of the charity
Restricted funds
Unrestricted funds
11,497
16.325
9.285
13,976
23.261
Total charty funds
11
27,822
These financial statements were approved by the board of trustees and authorised for issue on 9
September 2025. and are signed on behalf of the board by:
C Brunt
Trustee
S Morton
Trustee
Tho notss on pages 6 to 10 forni part of these financial statemonts.

Bamburgh Heritage Trust
Notes to the Financial Statements
Year ended 31 March 2025
General information
The charity is a public benefrt entty and a registered charity in England and Wales and is
unincorporated. The address of the principal office is g The Wynding. Beadnell. Northumberland.
NE67 5BU.
Statement of compllanco
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 Statemenl of
Recommended Practice applicable to charilies preparing their accounts in accordance with the
Financial Reporting Slandard applicable in the UK and Republic of Ireland (FRS 102) (Charities
SORP (FRS 102)) and the Charities Acl 2011.
Accountlng pollclos
Basls of preparatlon
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 al fair value
through income or expenditure.
The financial statements are prepared in sterling, which is the functional currency of the entity.
Golng concern
There are no material uncertainties about the charit￿S ability to continue.
Judgements and key sources of estimation uncertalnty
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
Unreslricted funds are available for use at the discretion of the trustees to further any of the charitys
purposes.
Designated fvnds are unrestricted funds earmarked by the trustees for particular future project or
commitment.
Restricted funds are subjected to reslrictions on their expenditure declared by the donor or through
the terms of an appeal, and fall into one of two sub-classes: reslricted income funds or endovnnent
funds.

Bamburgh Heritage Trust
Notes to the Financlal Statements (condnued)
Year ended 31 March 2025
Accountlng pollcles {￿ntInued)
Incoming resources
All incoming resources are included in the statement of financial aclivities when Ihe charity is entitled
to the income and the amount can be quantified with reasonable accuracy. The following specific
policies are applied lo 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 Statemenl of Financial Activities upon receipt. Grants. where entitlement is not conditional
on the delivery of a specific performance by the charity. are recognised when the charity becomes
un￿ndItionallY entitled to the grant.
Bank interest is included when re￿1Vable.
Resources expended
Expenditure is recognised on an accruals basis as a liability 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.
expendilure on charitable activities includes all costs incurred by a charity in undertaking
aclivsties that further its charitable aims for the benefit of its beneficiaries. including those
support costs and costs relating to the governan￿ of the charity apportioned to charitable
activilies.
other expenditure includes all expenditure that is neither related to raising funds for the charty
nor part of its expenditure on charitable activities.
All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs
attributable to a single activty are allocated directly to Ihat activity. Shared costs are apportioned
between the activits'es they contribute to on a reasonable, juslifiable and consistent basis.
Donations and legacles
Unrestricted Total Funds Unr8Stri¢ted Total Funds
Funds
2025
Funds
2024
Donatlons
Donations
5,736
5,736

Bamburgh Heritage Trust
Notes to the Financial Statements {¢ontlnued)
Year ended 31 March 2025
Expenditure on charitable actlvltles by fund type
Unrestricted
Funds
Reslricted Total Funds
Funds
2025
Other charitable activities
432
743
1.175
Unrestricted
Funds
Restricted Total Funds
Funds
2024
Other charitable activities
575
2.331
2,906
Expenditure on charitable activities by activty type
Grant funding Total funds
of activities
2025
Total fund
2024
Other charitable activities
1,175
1,175
2,906
Ind•p•nd6nt examination fees
2025
2024
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 VRS Nil (2024: Nil).
No employee received employee benefits of more than £60,000 durlng the year (2024: Nil).
Trustee remuneration and expenses
The trustees received no remuneration, other than reimbursement for expenses incurred on behalf of
the Charity. during the period.
10. Creditors: amounts falllng due wlthln one year
2025
2024
Accruals and deferred income
590
590

Bamburgh Heritage Trust
Notes to the Financial Statements (continued)
Year ended 31 March 2025
11. Analysls of charltable funds
Unrostrictsd funds
At
1 April 2024
At
Transfers 31 March 2025
Income Expenditure
General funds
Designated Fund
7,762
6,214
13.976
61
5,675
5,736
{432)
(2,955)
4.436
11.889
{432)
{2.955)
16,325
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
Restrlcted funds
At
1 April 2024
At
Transfers 31 March 2025
Income Expenditure
A¢￿ssing Aidan
Jubilee Bell
Telephone box
10,002
1,791
(2,508)
9,285
{296)
9,706
1,791
(447)
{743)
2.955
2,955
11.497
At
1 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)

Bamburgh Heritage Trust
Notes to the Financial Statements (continued)
Year ended 31 March 2025
12. Analysis of net assets between funds
Unrestricted
Funds
Restricted Total Funds
Funds
2025
Current assets
Creditors less than 1 year
Nét assèts
19,520
(240)
19,280
8,892
(350)
8,542
28,412
(590)
27,822
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
10