REGISTERED CHARTfY FIUMBEIL. 1202183
REPORT OF THE TRUSTEES AliD
UNAUDITED FINANCIAL STATEMENTS
FOR THE PF.RtOD
6 MARCH 2O23T03A MARCH 2024
FOR
THE TEMPLAR HERITAGE TRU
Travis5 & Co Ltd
Chart￿d C£rtifJcd Accountants
Newtowm House
38Newto￿￿ Road
Liphodt
Hampthire
GU30 7DX

THE TEMPLAR HEIUTAGE TRLTST
CONfEWL S OF THE Fll*ANCIAL STATEMEhTS
FOR THE PERIOD 6 MAr¢b 2013 to 31 March 21124
Page
Report off tbe Trnstees
I to 3
Independent Ex•Thin¢r's Report
Statement of FIDaDclal Acttvttlcs
B#lgn¢e Sheet
r4otss to the Fillaneial S￿te￿¢￿tr

THE TEMPtAR HERtTAGE TRUST
RF.PORTOF THE TRLSTEFS
FOR THE PERIOD 6 iM*reh 2023 to 31 March 21)24
The Tn]8¢¢¢s present ￿le1T ry)rt the fin2ncta] 8tatements of ￿le chariry for the period 6 March 2023 to
31 MarGh 2024. The trust￿ havc adopted the provisions of ActOLLnting and Reporting by Chariti￿.. Ststement
Rtcommendcd Practice applicabl¢ to charities pteparing their &¢¢ounts in aCCordwi￿ with th¢ Financial Retx)rlin8
Standard applicable in theUK a]]d Republrc of Ireland IFRS 1021 (effedive l Jartuary 20191.
0￿ECTIVEs AND ACT￿m&S
Objectlves and aim5
Th¢ charitable objectsof theTeM￿tsr Hcrila8e Tru5¢ (the THT) are:
111 To advance the eduoiion ofthe publi¢ by woi'iding:
la) grants tor and a&si5tance with hi31oFical and archa¢ologicaJ r£seJrch in(0 theTempl&& the Crusade& monastic and
chivalric Qfdrr4 and associated subj¢rts- and
Ibl ¥nfoiThation (including without limilalion le£thre4 inforn￿l10n Ixptrd4 lilerature. Ond website infot)n&lionl about tlie
mati¢rs described in (al above.
121 To advance the education of the public by pmiditjg grants for the in the crafts of historic building
restorotion or conservation, PTtniarily for the b¢nefit of youn8. uncmployed. or drsadvantagd p¢r50ns or persons who
would not otherwise be able to afford such tr&ining
ACHIEVEMENT AND PERFORMANCE
Ch#rilHlJle activltl¢s
During the rewtirtg pEri(Ki, th¢ charity h&&.
initiaied aweb5lteundcrthename.' www.(hetemplarh¢rit2getyusLorg.uk.,
published the first of A planncd Krics ot-edutaiional lettfie(& Ihe Kni8hts T¢mplar & (heir Prcceptories" on the
website;
commenced a ptDject ro rake photO8fdphs of. and to gather infomiation on, site5 and buildings connetted with the
edieval Ordu of Knights Templar tha( can be visited by th¢ 8Ut¢ral public. with a view to pla¢in8 ¢his
inform&tivn on the THT web5itr- and
donated £870 to the University of Leed4 to fund 3 THT BursaTi&5 for 8r￿uate 5thdents and early careu academics
to aiiend and pr¢sent re5￿Ch at the gnnual lTrternationa] M&licval Congr&55 organi5ed by Ihe University's Inst1￿(c
for Mediei*&l Sthdi£s.
In c&rryiiig out these activitte5, the THT TnJs*u have regard to the Euidance issued by the Charity Cotnrnr55ion for
England and Wales (Trn public be￿eriL
In addition, the tharity has..
opened a CAF Cash Account CAF BanL the banking ami of the Charitie5 Aid Fotmdotion.
Trgistered as a charity with HM Revenue & Cusloms.
taken out mtFnb¢r5hip ofthe Nation￿ Council forVoluntaT) (k8anisati(pns IN'CVO). and
appix)ached 2 profe$50r5 of medieval hisLOry al Britith uniNcr51tie5, ￿110 have agreed to act as academic advisors to
the charity.
With regwd to public bcmefjl thr TrustfZ5 have D(rteA thaL
the information provided by the chartty on the IHfwcbsitr is irtl•iti￿￿IY accessiblety the g¢Da￿ public:
the 3 THT BuT5ari¢s, referred io in se£tion l aiknve, enable graduatr students and earlv ￿ter acadcmics ￿ attend,
and to present research to, the TntttnalionAI Medieval congr￿ IIMCI which draws medievalisl academic5 Irom
ovei. 60 coun¢rie5. include5 pre5enthitons of rnore than 2.000 indii'idual paptr5 as well as publi¥ conce￿.
perfomiance5. excursion5, and FM)oklair5: and is Europe's largest fontm tor sharing idea5 in medicval studi¢5- and
information on the TFfr Bursarits is included in the IMC Programme Book that js publicly accessible on the
UniveT5ity of Leeds M'ebsite.

THE TEMPLAR HERITAGE TRUST
REPORT OF THE TRLSTEES
FOR THE PERIOD6 Ma￿￿ 2023 to 31 Mareh 2024
FINAP4CIAL REVIEW
FlnAnciAI position
Atthe end ot"theFwiod on 31 Marth 2024, the thurity's balan¢¢ shceishowed totsl fvnds of £10,754.
The iiicome included a donation of £6.383 from the ThaTities Aid Foundation. Trthi¢h w>r¢scnted funds that had iyen
acruThulated by the Templar Herita8c Ttust during the period the THT w2s opernting &8 part of th¢ Charitie5 Aid
Foundation Ire8iSt¢red charity number: 268369).
DuTing the rewrting period. thc charity reteived inLX)me from thnalions and invesrments of £1 1,699 and donllted £870
to thc Untver5ity of Leeds: to fund 3 THT Bursaries lor gTrduat¢ studemts and earfy &qreer a￿demiC$ to attend and
pr￿ent resear¢h at the annual Fnt¢mational mediev￿ Congre55 organised by the University's In4ittr¢e for Medieval
Studi&8.
In view of the levcl of funds available to the thgrity. its limited ongoing cost& the Tn]ste￿ arr confjdent that
Tcrnplar Heritag¢ TNst is a goin8 concern.
Reserves polley
The THT has iio ernpl(Jyces artd does not own or rent an> w¢rNi5e& 50 the Tn￿lee& consider that the eharity's IrsuvE5
currently oTrlv need 10 cover regular *eb5i¢e maintenancc and a limited prthi5ion for administrative costs. At the end of
the period under rtvitw. the TTu5t￿ therclore estimao thai reseTres of £1.5tK) are .sutTicient. The THTS fund4
inclLEding the reserve8 are held in a readlly rvdlisable ionn in thechaTitys CAF Czsh A¢¢ount with CAF Bank.
srRUCTURE GOVERNANCE AND MANAGEMETrf
GoverDIDg document
The cliariry is controlled by its governing document. which ts a foundaiion4ype charity i￿Orporated organi5ation ICIOI
onstitution, Ihatwa5 adopted b). the ctlarity's 4 first Tnlsiees on l MaTch 2023.
The Templar Huitage Trust regislered ￿ a found￿10￿ CIO by the Charity Commission for England and Wale5 on 6
Mar¢h 2023, under Lrgistered charity number. 1202183.
Th¢ first four THT Trustees are named in Clause g4} of the charity5 ¢¢)nstitution. No additional Trustees liave becn
recruited durin8 the reporting ptriod.
Further TNstees can be apFrf)inted b), are501ution passed at a prnwty constitsted meetin8 of the THT Board of Trus*¢s
in &¢¢ordwice with Claiise 10.1 of the charity's ¢onMitUtion.
Tn a¢¢ordwice Nvitli Claust 10.2 of the charity's constitutio￿ the rrf)licy of th¢ THT 18 to 5elert fru5tees with rclevant
Skills. knowledge, and experien¢¢ to furth￿the workof thecharity in accordante with its objects.
Th¢ THT Trustees may use their conttrt network a150 trustee reenJitm¢ni advirc and advertisement 5eryicts
provided by such organisations as the NCVO.
The Ttuslees have initiglted the ￿m￿lIatiOn of a Tirr cro Gov¢xnan(xHandiKK)L including..
- Board ofTrt15te&s' TernisofR¢fmcx.
Giani Making Policy.
- Fundraising & Donation5 MgJMgcment Policy.
REFERENCE AND ADMINIST1i4TIVE DETAIIS
Reg￿tered Charlty number
1202183
Page 2

THE TEMPLAR HERITAGE TRusr
REPORT OF THETRUSfEES
FOR THE PERIOD 6 M¥rch 21123 tojl MxTch 2014
PriDq)al addre&%
Station House
Station Road
Nawton
York
Y062 7RG
Trnstees
S H L¢ FevTt.' ￿air laprotnted 0.3.231
H Oldfield.. Hon Secretary lapp)inted 6.323)
M D F.dward5 lapFrf)inted 6.3.23)
S J Birchall {ap￿inted 6.3.231
The Tn￿le¢S are supwrted by..
M J Travi&8 FCA: Hon Treasurer
llld¢pudrNt Examiner
S Mootey FCCA
Traviss & Co Ltd
Charte￿d Calitied Aceounthts
Ne1vtoW￿ House
38NeM¢ow) Road
Liphook
H2tnp51iire
GU30 7DX
AppiDved by orderofth¢ Board of Tru5tccs on 18 Octol*r2024 and signed on ILS bch￿f by:
S H Le Fevr¢- Trwstee
Page 3

lNDEPETriDE￿r EXAMIPIER'S REpO￿r TO THE TRusfEES OF
THE TEMPLAR HERITACE TRLsr
Tndepejjdtnt ¢%an?iner's re￿rt to the trust¢¢5 of The Templar HeTilagtTrust
I report to the charity trustees on my examÉnaiion of the accounts of The TcmplHr Herita8¢ Tn￿t {the Trust) tor the
period 6 March 2023 to 31 March 2024.
R*spon5ibllltlc5 and basis of report
A5 Ihe charity trustees of the Trust yoll 4re re5tM)nsibl¢ for the tryaiation of the a¢t(bunts in a¢¢ordance with the
rquirements of the Charili￿ Act Xll I I'th¢ Act).
I report itt respect of rnv ¢¥amin2tion of the Trust's accounts carried out Seclioii 145 of the Act aiid in carrying out
my examination I have followed all applicable Dire¢titsns 8¥ven bv the Charity Commission under Section 14515Mbi of.
the Act.
INdepend¢nt examiner's 5tstetnent
I hav¢ ¢QTnpleted 1ny examination. I confiTm that no maleriAt niatters havt tome to my attrntion in eonnection the
examination 8tving me cause to believe thai in any rnatrrial rrspecL-
accounting r¢cords wcre Mt kep¢ in r¢S￿or theTn&4 a5 by Se£tion 130 of the Act: or
the ac¢ounLs do not accord ivith th05t rec(Kds' or
the ac¢ounls do not comply wi(h the applicable requiremcnts ￿ncerning Uie form and content of&¢¢ounts set out
in ihe Charities {Acboiints and Rew>rtsi Regulaiions 21N)8 other than any requTrement that the a¢￿Un(S give a
true and fairviewwhith is notamatttt consadered as Pmrt of an indepentht e￿mInatIon.
T have no concerns and have come across no other mattrr5 in eoThntttion ivith the examination to which ￿t￿tion should
b¢ dram￿ in this report in orderto ¢nabl¢ a pmpff understat￿l￿￿of thc accountsto be reached.
S Moorey FCCA
Traviss & Co L
artwed C£rtified Ac£DuniAnts
Newtown House
38Newtown Road
Liphook
Hampshire
GU30 7DX
Daie.-..
Pa8e4

THE TEMPLAR HERfrAGE TRUST
STA"TF.MEST OF FINAYCIAL ACTIVITIES
FOR THE PERIOD 6 Ma￿h 2023 tD31 March 21124
UtnYslri¢ted
nd
Notes
INCOME APID ENDOWMENTS FROM
Donatton5 and legaci
11,683
Invutsnent income
16
Totxl
11,699
EXPENDITURE ON
Charitable attivltlrs
Grants 10 IllStIUltion5
870
Other
75
TotAI
945
PIET INCOME
10.754
TiYfAL FUNDS CARRIED FORWARD
10,754
Thenot&s forni p2rtof these finah¢iat stthnents
Page S

THE TEMPLIR HERITAGE TRusr
BAknINCE SHEET
31 March 2Q24
Unr&stritted
nd
CURRENT A&SKTS
Cash at bank
10,754
NET CURREwf ASSETS
10.7
TOTAL A&SETS LKgS CURRENT
LIABILITJES
10,754
NET A&SETS
10,754
FUPIDS
UiiresLricted fiin(ts
10,7S4
TOTAL FUNDS
10.754
The financial ststemcnts appmved by the Board of Tn]S*¢s and authori5ed for issue on 18 OctobEr 2024 and
w¢re Signed on its behalf by..
S H Le Fevre- TNsl£E
The noics fom> partof these financiat 6talemLm
Page 6

THE TEMPLAR HERITAGE TRUST
NOTES TO THE FlI)AliCIAL STATEM8YTS
FOR THE PERIOD 6 Mareh 2023 to 31 2024
ACCOUIYTING POLICIF3
Basls of p¥t￿rIng th¢ fJNancial stat¢tyents
The financial statements of the ¢haritv. uthich is a public tKnefil erEuty under FRS 102, have be¢T] pr¢pared i
accordance wtih the Chaiities SORP (FRS 1021 'Aceountin8 and Rekxkrting by Charitic5'. Sts*nient of
Recommended Practice applicable ta ch3riti£% preparing their ac(x)unts in accordance with die Financial
R¢tM)rting Standard appIl￿ble in the UK and Rq)ublic of Ireland IFRS 1021 (effecttve l January 2019),,
Financial Reporting Stsndard 102 The FiDanciaf Retthing Stsndard applitable in the UK and Republic of
Ireland, and the Chorities Act 2011. The finan¢ial 51atemenL8 have be£n Fryared under the historical cost
convention.
IDeothe
All inL4)me is reLx>snis¢d in thc Staternent of Financial Adiviti¢s once the ch￿lty has entitl￿ent ￿ the fund5, it
is probable thatthe income will be rec¢ivcd and the amouni¢an be m¢a5ured reliably.
Expendlture
Liabilitics are recogni5ed a5 ¢xpEnditure as ￿on as thue is a legal or Constructive (JbliEa(ion wmrnittin8 the
Eliai'ity 10 tl)at expenditure, it is probable that a transfer of economic benefits will be required in settlement and
the amount ofthe obligation Can be ￿￿ut￿d reliab￿.. Expenditvrr is accounted for on an accruals ba5i5 and has
classified under hcading5 that 288regaie all cost rclaled ￿ the category. Where <¥)sts ￿nn0t bc directly
atiributed ￿ particular headin8s they have been all￿1¢￿ to activities on a b&sis o)nsistent with the use of
re50ur¢es.
GrJnts offered subjcct to condilionswhich have no¢bcen mer ￿ the yeuT end date atc notEd as a commitment but
not acrrued &5 expeoditurc.
Taxatlon
The charity ts excrnpt fr￿n tax on itsd￿n(&b(¢actiVIts￿S
Fvnd ¥ttountfn
Unrestrieted funits can Èn aCLAbrdan￿ with theL4witable Obj￿11￿5 attht disctdion of the ttustees.
Rcstricied funds can only b¢wed for particular ￿strIcted ￿T￿se5 within theobjects of the charity. Restriciions
8rise when specificd by the dorlororwhen fwids are ral￿d forparttcularTestric¢d purrx)s¢s.
Futther explanation of thc natUr¢ar￿ purp)seof each fund 15 includa in the notr5 to the fuw¢iaJ stst¢ments.
INVESTMEhT INCOME
Derwiiaccourrt interefjt
16
P8ge 7
contirweL..

THE TEMPiAR HERITAGE TRusr
NOTES TO THE FINANCJALSfATEMETrfrs-
FOR THE PERIOD 6 M*reh 2(123 to 31 ma￿11 2024
TRUSTEES, REMUNERATtON ATriD BEP4EFITS
The* ivere no tnJste¢s' reTnuneration orotherlxnefits forthe wiod ended 31 March 2024.
Trn5tees' eXp￿Se5
Therewere no trustetS'cXpcn5￿ paid forthe ￿(trd endcd 31 Marth 2024.
MOVEMETrrf IN FUNDS
Nd
rnovem¢nt
in fvnds
At
31.3.24
Unrestrirt￿ funds
Generdl tund
10.751
10,754
TOTAL FUNDS
10,754
10.754
Net movement in fvnLts. irteluded in th¢9ErfJve Jr¢ as follows:
IrK¥)rnin8
Ra￿r￿ Mcpvem￿t
re￿Unz5 eX[￿d
in fvtTrds
Unrestrlotcd funds
Gcneral fi]nd
I Ih99
(9451
111,754
TOTAL FLNDS
lJ.699
945)
10.754
RELATED PARTY DISCLOSURES
In the prriod dona¢ion5 were received from S H Le totslling £5.OtM> and S J Birth￿[ £300. Gift ard tax
relief is [(} be claimed on th￿e amounts.
ior lo forniglion of the THT as a CTO. Th¢ Templar Heritage Trnst operAted as part of the Chuitses Aid
Foundation Ire8iSter&l chartty numb￿.. 268369) underaTemwrdry Tru# Dced dated 9 April 2007.
Accumulated tunds of £6,i83 held by the predecessor THf owaiing under the TeM￿rary Trusl Deed w¢
(loiiattd to the CIO by the ch￿iti￿￿ Aid Foundotion in June ?023.
Page 8