REGISTERED CHARITY NUMBER: 1202183 REPORT OF THE TRUSTELS AND UNAUDrrED FINANCIAL %fATEMEYTS FOR THE YEAR ENDED JI MARCH 21ll5 FOR THE TEMPLAR HERrrAGE TRusr TrdViSS & CKJ Ltd Nemtrwn House 38Newtoivtt Road LiplM)ok Hampshite GU30 7DX
THE TEMPLAR HERITAGE TRUST COP4TENTS OF THE FINACIAL sfATE.MENTS FOR THE YEAR EDED 31 mar 2025 Page Report ofthe Trustees I to 3 Ststement of Finantial Aetivities Blll¢e Sheet Fioles to the Financial Statemttyts
THE TEMPLAR HERITAGE TRUST REPORT OF THE TRLTSTEES FOR THE TrTAR EPIDED 31 March 2025 The Trustee5 present their with the finaD¢ial statements of the cjwity for the year end 31 Marth 2025. The TTUStees have adopted the provisions of A(xouniing and Rewrting by Chartues: Sratement of Recomlnerkded Pra¢tict applicable to charAties preparing their ¥counts ill a¢o)rdance with the Financial ReportUl8 Statthrd applrcablc in the UK and Republic of Irelat¥l (FRS 1021 leffe¢uve l Jauuary 2019). OBJECflVLS AND ACTIVITIES Objective5 ¥ittbS The chaTitabIe objerts of the TejllpIHeriIag¢ Trust (the TErr) (l) To advaJc¢ the ethLcaion of th¢ publiG by prodIng.. (a) grants for alld assistance with historical and archaeolo8icai r¢search irt th¢ Tfflnplar5, the Crusade4 mon&iG and chivalric orders, and WOGiat&J subjects. and {b) infom]ation (includillg widLOUt limilation lectur infonnation LxMril8 lit¢tats]re, thitc InforntiO) aEout the tters describ in (a) above. 121 To advance the education of the public by PToviding grants forthe traiDill8 in th¢ cnfts of hisiori¢ building restoration or conservation. prirnarily for the bcnefitofy0u uthemploye4 ordisadvattts8ed P¢TSOllS or persons who would not otberwise bc ablc to affoTd SLKh training ACHIEVEMENT AND PERFORMANCE CbarffttAble activiti¢s During the ye4T undeT r¢Yiew the THT h&8: - further dev¢loEEd tlLe charl5 website: sVww.thetempl8rh1lagetnjsLorg.u - progressed a project to photO8fdpI and to 8ather infomlltion sires and building5 n[jeCtsd with the medieval Ord of Knights Tcmplar tILai can be visited by thc gette1 pthlic, with a view to pla¢ing this iDfonnation on the w¢bsite' - donated £900 to the Uni%'ersity of Leeth, to futtd 3 THT Bursojies for graduate thdents early career academics to attend gnd pre8tnt research ai the aThrtual IE]ternatii)T]ai Medicvai CoD8res5 organised by the Lniversity's Institute for Medi¢val Studies. - donated £900 to Worcester Caththl to assisi with the tuition feu for the Cath'S current intske of 2 appnxtice stonernasons to study for the Cathedrajs Workshop F¢lloThship FoUdatiOn de8ree ¢ows¢ in Applied Historic Buildillg Conservation & Repair. - appointed 4 pfeSsors. and I doctor, of medieval history as the Academi¢ Advisory Panel kn the clwity" - taken out rnernbership of a leadin8 academic body, the So¢iety for the Study of the Crusades and the tAin Easl and - be¢om¢ associate memttr of the Templats Roule European FthralioD. that aims to brin8 tO8ether I¢1 wthorities. site owneTS, cultural organisations. and chariti&8. auos8 Europ4 that have 8ll iDtertst in the history and legacy of the medieval Knights Templar. and io promote the &vclopJ]eTrl of a Tttnplar Heritsge Roule acuedit¢d by the Couneil of Europ¢. tn carryiDg out thtse aGtiViti. the TH[ Trte¢S have s1 regwd to the guidance issued by the Charity Conllnissitsn for England and WAles on public b¢nefiL With regard trp public bentfJL the Trustres have noted th. - the informationprovideil by th¢ ¢hgrity on the THT i¥d>siie is inteDtionaU> accessible to the genernj I1]G. - the charity commenced publication of a ¢tyear1Y TL¢wsILxter. aF7iLable to inkr&Qed parties; -the 3 Tifr BursaTtes, referred to in Section l enable graduate stUdts and early ¢ar¢er &cademi¢s to att¢ll and to present research to, the International M¢dieval Congress (IMC) w4Jich draws medievalist arknics fiDttt OY¢T 60 countTie4 includes presentations of more than 2,00 Oindivithal PgPCTS as well &% public InCelts, perfoman¢es. excursions, aJ)d bookfairs, and is Europe's larg¢st forum for sharing ideas in medio'al studies". and - infom)ation on the THT Bursaries is inclLthd in the LMC PtO8rammc B{)k is Pllblicly a¢¢essible on the University of Leed5 website. Page I
THE TEMPLAR HERITACE TrUST
REPORT OF THE TRLISTEES
FOR THE YEAR ELYDED 31 M2rdh 2025
FINACIAL REVIEW
FiDan£i&l p05itio
At tbe end of the period on 31 March 2025, the charitys bala shea shord total fjJnds of £14.788
During the repDrftng periD(L thB dlty re(xived income frDJn don108 aThd it]vesunents of £4,700 donattd £9(Ml to th¢
University of Leeds. to fimd 3 TFrt Bursaries lor gtaduatr sluiknts and earl), career aCeiCs to atte[ and pre5¢nt
research ai the annual InteTnaLiona] Medieval Congrus orgallis¢d by the University5 1tL%titute for.Medieva] Studies. £900
was aJ80 donated to '0ester cathedr for 2 apprentitr sionemasoTh% to for thc Cathedrals Workshop Fellowship
Foundation degTte Course inApplied Historie Building Consuvation & Repair
In vicw of the Icvel of fLmds avaÉlablc to tbc thlty. aj its limited otLgoKDg costs. Ihe TnLts are cOnfidt that TempLar
Heritage Tst is a going concern.
Re5erYe3 policy
The THT has no employees and ¢k¢s not own or rent any pre*nisos, so the Trustee5 consits that the charity'5 ServeS
currently only n¢¢d to cover regulaT w¢bsile maint¢nan¢¢ and a limited proi'ision for admIstrative costs. At the end of th¢
riod Und revkew. the Tntstecs tberefore e#itnate r¢str¥es of £1,500 are Slltstient. The THT'S lun
REPORT OFTHE TRusfELS ReStered Ch•rfty 1202183 PrlllclpAI #ddrus StsliortH(ws¢ StatÈonRoad York Y(h52 7RG S H L¢ F¢vre (Cl]#ir) H Oldfield (Hon Secr¢tary) S J Birchall dwdentEuth¢T S MoorcyFCCA Traviss & CoLtd 38 Nott Road Liphook Hampshlrt GU30 7DX Approvedtyord¢r of theboard oftnJ&ee8 on 3 Junt 25 Fisd on its b&lfty. SHLeF¢c.Th
IIYDEPENDEPIT EXAMINER'S REPORT TO THE TRUSTEES OF THE TEMPL4R HERtTACE TRbST Independent examiner's report ts tbe trtte5 of The Templar HeTitage TrLst I report to the charity. trustees on my oxamination of the aecouThts of Ibe Templar HeritsgE Trust {th¢ TTu5t) for th¢ yeOT entsl 31 March 2025. R¢spouslblll¢ks #Dd b4sts ofreport As the thatity trLLSttes of the Trust you arc rew]L%ible for the prePatIon of the alxounts in accordance with th¢ requirements ofthe Chariti&S 2011 {the ACV). I rert in respect of my &x2min2tiott of the TnLSt's accounts carried out undcr Section 145 of the Act in carrying out my examination J haye followed all applicable Directions given by the Cjwity CommLSSLon under Section 145{SKbl of the Act. Jndetndellt examiner'5 5tste4nent I have completed my examination. I confirrn th tK> maltria] Tnattcrs have ¢OllLe to my attention tn collnection the &xamination 8ivin8 me cause to Eelieve thai in any material rtstct'. acwunting records we tt kepl in respect olthe Tnjst &8 rquired b). Sedton 130 of the Acl" or the a¢¢ounts do [1 a¢¢ord with tknse recoTd8' or the accounts th not ¢oJnply with the applicable r¢quiretneDts wn¢¢rning the fotm 2nd conlenl of accounts Set out in th6 CharilLe5 (Accounts aDd Reports) Regulations 2008 other than any requir¢ttMit that the accounts give a true and faiT view Nthich is not a tnatter considered as part of an ]jqK[fflJ1 exaTpination. I have no con(xrns a]Ml have come across no other mattus in connectioll with the [tUtI&ll0 10 which att¢rttiort should be dr8wI in this r¢Kx)rt ill order to oDbl¢ a proper uryleEaoding of the accounts to be Tched. S Moorey FCCA Traviss & Q> Ltd Chartrred Certifid Acwuntants House 38 Nemlowi Road Ltphook Hampthire GU30 7DX Date.. Page 4
THE TEMPLAR HERrrAGE TRusr srATEME.Yr OF FIfiANCIAL ACTtVlTILS FOR THE YEAR ENDED 31 March 2025 Period 6.3.23 Ye*r Exded 31.3.25 31J.24 Total fiLn(ts Uurertricted INCOME AND ENDOWMETrrrs FROM Donations and l¢ga¢ies 6,025 11.683 Inyestment income 16 Total 6.071 11.699 XPENDITURE ON Cbaritable artivities Grdnts to institirtions 870 Other 237 75 Total 2,037 945 riET INCOME 4.034 10.754 RECONcILTION OF FUNDS Total fi]nds bTought forw3Td 10,754 T(YTAL FUNDS CARRIED FORWARD 14,788 10.754 The >t¢S foTm part ofthe5e fijjallcial statements Pa8e 5
2025 2024 11]eStld Total Ca6b at baDk 14788 10.754 14788 10,754 TOTAL ASSE15 LTSS CtJRREIYT LL4BiUThES 14788 10.754 ET ASSETS 14788 10.754 J4,788 10,754 TOTALFUNDS 14n8 10,754 on Its beS1fby. S H Le F¢vy¢-TrpJst¢¢
THE TEMPLAR HERITAGE TRusr NOTES TO THE Th)Af4CIAL STATEJfENTS FOR THE EIDED JI Mxr¢b 2025 ACCOUNTING POLICIES Basis of prewdring the ststem¢nts The financial atemeDts of th¢ ¢haTity. is a bliC benefit entity. FRS 102. bave been piepar¢d in accordance with the Charities SORP IFRS 102) 'Accounting and Reporting by Chariti¢5.' Ststement of R¢conellded Ptice appli¢able to ¢twities prewillg their accoullts in accottY18nte with the Fitwi¢ial Repon8 StaThdard applicable ill thc UK 2nd Repthlic of Ir¢latLd {FL8 102) (effective l Janu¥ 2019),, Financial Reporti118 Stalldard 102 The Financial Rep)rtitig Statldard &pplicable in the UK 8nd Republic of JrEland' and the Charities Ad 2011. The financial statemellts hav¢ t¢n pre¢wed ur](kr thc histori¢JJ (x>stconvelltiOJL Income All illcome 1$ re15¢ in th¢ Statanent of FinwKiat Acttviti&q ore tb¢ cthartty has entitlent to the it is probable that Ihe in¢otne will k received a[ the aux>unt¢Tr be lIablY. EenditUr Liabilities ote re¢ognised a5 expenditure a5 )0 &5 there is a legat 01 a)nsltuGtiv¢ obligation cojnmitttng the chaTity to that exp¢nditur¢, it is probable that a tdfer of 001C benefits be required in 5ettiernent and the amount octhe obligation can be measured reli&bly. Expertdiwre is a¢Count for OT) aTh accruals (wis and has been classified und¢r headings that aggregate au c05t laA to the categorv. Ilkn costs ¢antK>t be directly attributed to particular headiDgs thEybaYe been allocatrd to activities on 8 basis ¢tsA%istetLtwith the useof resTrurces. GraTht5 offered subject to conditions hav¢ oot been met at the year end date are ttot¢d as a ¢onyn1tmt but n()t a¢oNed as expenditur The ¢harity is cx¢]npt froTtL lax OJJ its tharitable activiti& FMMd *tcouDtiDg Unr¢strSGted funds be used in accordanLzwith the dJaritabl¢ objedives at thediscretion of the trustees. Rtstricted funds otjty be used for particlllar testTi¢ted pknrtK Nrytbin the objects of the ¢harity. Restrictions aTi5e when specified by the thnoror fvnds ar¢ taised lor paT¢iculaT restricted puwses. Further explanation of the natur¢ and purry)se of eath fund is Included in thc notes tr) thE financial 5tstements. INVFSTMENT LNCOME Period 6.3.23 YegrEnded 31.3.25 31.3.24 Detx)sit a¢count iDter&%t HMRC interest on gift aid 27 19 16 46 16 Page 7 continued...
THE TEhfPLAR HERITAGE TRUST PIOTES TO THE FINATr4CIAL STATEMEf(fS- c•ntinued FOR THE YEAR ENDED JI March 2025 TRUSTEES, RElTuNERATIoL¥ AIYD BEI4EFITS There w¢r¢ Th) tnJste¢s' remutxralion or other benefits for the year ended 3 1 March 2025 nor for the period end 31 Nlarth 2024. Trystees expense5 There were no Irusi¢eg ex paid for the yw ¢n(kd 31 March 2025 forthe period 31 Marth 2024. COMPAIL4TtVES FOR THE SfATEMENT OF FANCIAL AcfIvITIES Unrestricted nd INCOME AP4D ENDOWMENTS FROM Donation5 at]d l¢gacie5 11,683 tnvesttnent incon 16 Total 11,699 EXPETrIDITURE ON Chsritsble AttiYitit5 Grants to instituttons 870 Oth¢r 75 Total 945 NET INCOME 10,754 TOTAL FUNDS CARIUED FORWARD 10,754 MO*TMENT tN FUNDS Net n]ovunent in fund5 At 3 1.3.25 Ai 1.4.24 UJre5tri¢ttd fullds General fund 111,754 £034 14,788 T(YTAL FUNDS lQ.754 4,034 14.788 Page 8 wntinued...
THE TEMPLAR HERrrAGE TRusr NOTES TO THE FLYeIL sfATEMENTS. COttme FOR THE YEAR ENDED 31 Mxr¢h 21125 MOVEMENT IN FUNDS- ¢ollthiu¢d Net tn0vettt in fwids, included in th¢ ab)v¢ are as folloThs: Incoming Resowces Movement Unrestri¢ted fuudg General fond 71 (1,7) 4,034 TIYTAL FUNDS 6.071 (2.037) 4,034 C•rnpar*tives for moveThent in fund5 Net movement At 31.324 UreStrIcted General fund 10.754 10.754 TOTAL FiJf4DS 10,754 10,754 Cojnparative net movement in inclu(kd in the aExTrYe atc Is lolloThs: Ineoming Rewutces Movem¢nt ID hllds UDrestricted fwids 11.699 {945) 10,754 TOTAL Fuf4DS E 1.699 (945) 10,754 Page 9 co]rtitLUd...
THE TEMPLAR HERtTACE TRLTsr L¥OTES TO THE FINA.YCIAL STATEME.YTS- cotinUEd FOR THE YEAR EDED 31 Martb 2025 RELATED PARTY DISCLOSURES In the period dottations were rtteiv&l from S H 1£ Fevre tots]ling £4,(m and S J Birchail £500. Gift aid tax r¢lief is tts be ¢laim&l on Ihese amounL* Pagr 10