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 FINA￿CIAL sfATE.MENTS FOR THE YEAR E￿DED 31 mar￿ 2025 Page Report ofthe Trustees I to 3 Ststement of Finantial Aetivities B*l*ll¢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 TejllpI￿HeriIag¢ Trust (the TErr) (l) To advaJc¢ the ethLcaion of th¢ publiG by pro￿dIng.. (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 Inforn￿tiO￿) 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 charl￿5 website: sVww.thetempl8rh￿1lagetnjsLorg.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 gette￿1 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 FoU￿datiOn de8ree ¢ows¢ in Applied Historic Buildillg Conservation & Repair. - appointed 4 p￿feSsors. 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[ Tr￿￿te¢S have s￿1 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 I￿￿1]G. - the charity commenced publication of a ￿￿¢t￿year1Y TL¢wsILxter. aF7iLable to inkr&Qed parties; -the 3 Tifr BursaTtes, referred to in Section l enable graduate stUd￿ts 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 I￿nCelts, 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 FINA￿CIAL REVIEW FiDan£i&l p05itio At tbe end of the period on 31 March 2025, the charitys bala￿ shea sho￿rd total fjJnds of £14.788 During the repDrftng periD(L thB d￿lty re(xived income frDJn don￿10￿8 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 aC￿e￿iCs 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 ￿'0￿ester 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 th￿lty. a￿j its limited otLgoKDg costs. Ihe TnLts are cOnfid￿t that TempLar Heritage T￿st 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 admI￿strative 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 lunk. in¢ludiTLg." - A¢ademic Advisory Panel Temjs of R¢feren¢e" Safeguarding Policy - Data Protection Policy. and - FitLancial & 0￿ratIonal Management Policy. Page 2 REPORT OFTHE TRusfELS Re￿Stered 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 N￿o￿tt Road Liphook Hampshlrt GU30 7DX Approvedtyord¢r of theboard oftnJ&ee8 on 3 Junt ￿25 Fis￿d 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 tr￿tte5 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 preP￿atIon of the alxounts in accordance with th¢ requirements ofthe Chariti&S 2011 {the ACV). I re￿rt 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. Jndet*ndellt 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 rtst*ct'. acwunting records w￿e t￿t 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 ]￿jq￿K[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 uryleE*aoding of the accounts to be T￿ched. 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 RECONcIL￿TION 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]￿eSt￿l￿d 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 beS￿1fby. 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¢con￿ellded P￿tice appli¢able to ¢twities prewillg their accoullts in accottY18nte with the Fitwi¢ial Repo￿n8 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$ re￿￿15¢￿ in th¢ Statanent of FinwKiat Acttviti&q or￿e tb¢ cthartty has entitl￿ent to the it is probable that Ihe in¢otne will k received a[￿ the aux>unt¢￿Tr be ￿lIablY. E￿enditUr 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 t￿d￿fer of ￿0￿0￿1C 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 ￿la￿A 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 ¢onyn1tm￿t 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, REl￿TuNERATIoL¥ 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 F￿ANCIAL 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 FLY￿e￿IL sfATEMENTS. CO￿tt￿me￿ FOR THE YEAR ENDED 31 Mxr¢h 21125 MOVEMENT IN FUNDS- ¢ollthiu¢d Net tn0vett￿t 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 U￿reStrIcted 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- co￿tinUEd FOR THE YEAR E￿DED 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