RECISTERED CHARITY NUMBER: 517743
Reptsrt of the Trwste¢s ¥od
Un*udlted FIMth¢knl for the Year Euded 31 M*y 2022
for
G¢r41d Arthur Rolpb Fo￿￿d￿ti￿n for
Historic Preservation and Edu￿1￿00.
Cold Bath Place
North Yorkshire
HG2 OPQ

Gerald Artbur Rolph Fo¥Ddation fffvr
Historie PreservatioD •Dd EduT4tioD.
CoTrtents of tbt Financi31 StstemeDts
for the Year Ended 31 May 2022
Rtf¢reTr¢e ADd AdmI￿￿trI1￿C Dethils
Report of th¢ Trnjtees
2 to 3
St*tetnent of Trugtees. Rdponsibililies
Ind¢pendent ExamlTrer'i Report
Statemeit of Fiu*Trciil Activitles
Bol*nee Sh¢¢t
Notes to the Fin#tsel#l Stat¢Jnents
8 to 10
Detslled St*tement ofFlJhanei*l Adivitles

Gerdld Arthpr Rolph Fou4datlon for
H￿toriC Pre5erYation and EducatK>Tr.
Reference and AdMIn￿1r￿t1ve Detsils
ror tbe Ye*r Ended 31 May 2022
TRusfELS
Colonel D l. Rolph
Dr G A Rolph
J B Wright
M C Rolpb
M Oglesby
PRINCIPAL ADDRESS
Alt¢rton Castle
Allerton Park
Allerton Mttuleverer
Kft8resborou
Notth York5hjr¢
HGS OSE
REGISTERED CHARITY
NUMBER
517743
INDEPENDENT EXAMINER
Th(Nnpsons
Cold Bath Ptsce
Ilarrogaie
North Yorkshive
HG2 OPQ
SOLICITORS
Switslskls
St James Hous¢
28 Park Plac¢
LSI 2SP

Ger*ld ArthTrr Rolpb FouBdatlon for
Hiytoric PreS￿*t1¥￿ and Edueatioo.
ReiMIrt ofthe Trustees
for tb¢ YeAr End¢d 31 May 2022
The bl￿e¢S present their report with the Stat•￿ of the cknity for the year ended 31 May 2022. The
stces bave adopted the provisiorts of Accowing and Rep)rting by Clwi¢i¢s: Ststement of Recommended Practice
appli¢able io cbarities prepating thcir p*couDts ill accordance with the FinaDciai Re￿tIng Standard applicable in the
UK and Republic of Ireland (FRS IW2) (efft£tive l January 2019).
OWECTIVES AND Acf1viT￿$
Objettlves and aims
The charitable objects of the Fr￿j￿10￿ aR:
l. The presemtion of the public bE￿errt of Ibe wknle or part of bjildings and their groutrts parkland known as
Allerton CL%de, North YorkshÈre.
2. The preservotion of the public benefrt of fumihtrr ￿ pKtiwes and ehattels of any descriptioti ordinarity kerrt
intended to be kept at Allerton Castle.
3. The w and occupation ofthe Cbyl ￿ Al￿rt(￿ cth for the advancement of Chri￿18￿ Religion and the prnctice tsf
worship.
4. The provision of Allerton CasUe or swh F4rt of it 85 shall be 8pFYopriate in the in*rests of S￿la] welf&¢ and for the
purpose of improvin8 the conditions of life for the perso￿8 f￿ whom the same aJ)d intended of fo¢ilities for physic81
re¢Teation which will be availabk kn m¢TDbers of the wd)lic * ]u8e.
5. The facilitstion and enCOwa￿ of the use and occupation of the whole cr pwt of Allertcffi Park and the use of
such chattels for charithble ed￿atIo￿l purpose or f<x s￿h other charithble P￿p￿ * the TTU5tees may delernii￿.
Slgnifiunt *tliwltks
Th¢ priocipal aciivity of the FouThlation is to utilise the fp*iliti¢s of Al]erts￿ C&s¢le to ¢tEate 5uffici¢nt resources for its
rnaintenan¢e and to promote and encour88e acee5S io atKi thc study and appreciation of AIICrt(￿ C&stk. its contents and
SUTfouDding8 by students •ThJ the gemral public.
FINANCIAL REVIEW
Investrnemt wll¢y 8Dd objeetives
The Trustee5 have continued io mottitsjr the efficiw of the Found*ion during the last fin￿1￿[ year, focusin8
expendith on key art4$ of c•stie safety. restI)ratic￿ and on80iDg maint￿¢ works. .
Future Prot￿ Plans
On¥oing restoration works and eritical rnaintenance of the building continue4 includin8 ￿$toratIOn of SL Maws Chapel
and the Temple which are key to the Fow)datIO￿$ proposed eth￿tion prOgr￿e
STRUCTU￿ GOVERNANCE AND MANAGEMENT
Governin8 documeBt
RISJL man¥gemen¢
The Tntrs continued to a￿sS wbat they c(xJsider to be mwn risk5 lo the Foundation. This ￿ts$Ment covered the
t￿rn]21 tisks expect￿ for & Fow)dation of this size and DatEry including comwit10￿ clitiA¢al risk and the Tecruitsn¢nt
and retention of staff. The TnL%tees beIieve that there are 8d• systems in place to o)iti8& these risk5.
The Fouttd*ion continues to fo¢￿ on the wst eifjciency of its aaivitics. rrviewing illt¢rnaE M￿ageMent sinictures,
working practices and costs alon8 with the requirements of exterDal thi5ets. Or&8Otn8 r¢sourc¢ managemellt Systems

Gersld Arth￿r Ro]pb Fouodation for
Historic PrestrY*tiott 4nd Education.
Repbrt ofib¢ Trustees
for the Year Ended 31 May 2022
Approv¢d by order of the board of trustees on..... ... .
/.A&&....2o.IL.. and sÈgTJ￿I on its behalfby:
Colonel D L Rolph- Tn
Page 3

Gerald Arthur Rolph Follfjd7étiov for
Histtsrie Preserv#ti04 EdueatioD.
Statem￿¢ ofTrnsttts' Respo4sibilities
lor the Year Ended 31 May 2022
The trusÈees ar¢ respDll5ibEe for preparing ReFrt)n of the Tnjstees and the finaRcial statements in accordan¢e with
applicable law and United Kingdom AttoutlliDg Standatds (United Kingdom Generally Accepted Ac¢ouuting Practice).
The law applicable to chariu¢s in F￿gland and Wal4 Charities Act 2011, Chariry {Ac¢ounts aDd Reports)
RegUl￿10￿S 2008 and the provisiorts of th¢ trnst de¢d requires the trustees to prepare financial statements for each
finanoial yw which give a true and fair view of the stale of affairs of the charity and of the incoming resources and
application of resowes, includin? the inc(me and expenditt￿e, of the ch￿ty for that perio(L In preparing those
fll)ancial Statementy the tnLttees are requtr¢d to
select suitable accounting policies and then appty them coAsistendy'
observe the meth4)ds and principles in the Charity SORP..
make judgem¢nts and estimates th* are reasonable and prudenL
prepare the Futancial stat¢mellts 00 the going concern bas&$ unlw ii is inappropriate to wesume that the charity will
continue tn business.
The tntstees are reskK)nsÈble for kewtng proFer accounting records which disclose with reasonable accurw at atty tin
the f￿anCIal position of the charity and to enable them to ensure that the financÈal stst¢ments cornply with the Chariiies
Act 2011. the Charity (Accounts aDd iiem) Regulations 2￿8 aTJd the provisions of the trust ded. They are also
respoJ5ible for safeguardino the assets of th¢ charity a￿￿ hence for tsking reasonable steps for the prevention and
detedion of fraud and other irregularities.
Page 4

IDdepende#t Examin*J Re￿rt to the Tr￿$1¢¢% of
Gerald Arthur Rtslpb Foulldation for
Hi%tO￿ Preservatio# and Edut•¢ioD.
Indtpendent examiner's report to the tr￿￿tte5 of Cerald Arthur Rolpk Folludatioa for Historic PreservatioD 84d
Education.
I rewi to the charity trusie¢s th my exarniD*ion of the accounts of Gerald Arthur Rolpb Fowidation for Histoiic
Presemtion and Education. (the TnLSt) for the yw ended 31 May 2022.
RespollsibiJltie5 of report
As the charity trustees of the TTUSt you are respKmsi￿It the prepar￿10￿ of the accollTts in k¢cordan¢e with the
requircmettts of th¢ Charities Ad 2011 (Ihe Act'}.
I report io respect of my examillation of the Tnm's Carried under section 145 of the Act and Én canying out
my exa￿l￿all0￿ I have followed all applicable Drrecti(ns giv¢ll by the Clwity Cornm￿1￿￿ utkn srytlOD 145(5Xly) of
the Act.
lTrdepetsde￿t t￿MIner'S stat¢wenl
I have completed my examination. I confjrni that no material mattth5 have come ￿ my attemion in COllDection with the
examillation gtving me cause to beli¢ve that io ally material r¢5FYtr.
counting ￿ordS were not kept in W of the Tntst as required by section 130 of th¢ Aci (
the acci)unts do not accord w&th those record*,' or
the aeeounts do not compty with the applicable requircrnth concerning the fomi and con*M of accounts set out
in the Charitie8 (Accounts and Reports) R￿ulatIO￿% 2(X)8 other than any requirement thai the accowits give a
true and fair Yi¢w which is llot a tnatter considered ￿ part of an i￿lependeNt exarninatio
I have no concerns and have come across no other matters iD connection with the examinatTron fo which attent&on sbollld
be drnwn in this re[￿ in order to enable a prO￿r understanding of the accounts to be reached.
D dArcy Thompwn FCA
Thompsons
Cold Bath Pla(¥
Harrowe
North YvTkshirE
HG2 OPQ
Page 5

Gerald Artbur Rolpb Foundation for
Historie Prese￿￿tion atsd £dU￿tIOn.
ststement of F4Danelal Aetlvities
for tbe Yur EDded 31 May 2022
UnrestricE¢d Restrictryj
fimd
fiJDd
Total
fvnds
INCOME AND ENDOWMENTS FROM
Charitable acttvltks
Fundraising
98225
98225
Investmettt in¢ome
Totsl
98,309
98.309
EXPENDITURE ON
Ch8ritsble Activitles
Fundraising
168.658
168.658
NET INCOMEIIEXPENDITURE)
(70.349)
170,349)
RECONCILiATION OF FUNDS
Total funds brougbt forward
12.041.544
125.000
12.166,544
TOTAL FUNDS CARRIED FORWARD
11,971,195
125,0(Kl
12.096.195
The notes forn) of thes¢ financia] statrments
Page 6

Gerald Arthyr Rolph FO￿￿￿*t￿On for
Hi5torK Preservatiord aDd Educath)B.
Bal&￿te Sheet
31 May 2022
Unrestriued Restricted
fund
fund
Total
fullds
FIXED ASSETS
Tangibl¢ assets
Herttage assets
Inyesthjents
Notes
9.942,940
1,963207
18,100
9,942.940
1.963.207
18,100
11,9?4247
11,924247
CURREIYT A&SETS
Debtors
Cash at bank and in hand
567
196,618
567
196,618
197.185
197.185
CREDTfoRS
Amounts falling due withtn one year
{150.237)
125.000
(25257)
NET CURRENT ASSETS
125.(H)O
171,948
TOTAL ASSETS LESS CURRENT
LIABILITIES
11.971,195
125.000
12,096.195
NET ASSETS
11.971,195
125.000
12.096,195
FUNDS
Unre5trict¢d
Restricted fi￿￿¥
11,971,195
125,000
TOTAL FUNDS
12,096,195
fjtjaucial
statements wer¢ approved by the Board of Trustees and authorised for issue on
re signed on Ats behalf by:
D L Rolph- Tn￿¢¢
G A Rolph- Trugtee
Pag¢ 7

G¢r4ld Arthur Rolph FowndatioD for
Historic Pre5¢rvatioJ aDd Ed￿tatiO￿.
Notes to th¢ FillADe&al Stat¢m¢nts
for the Year Ended 31 May 2022
ACCOUNTING POLICIES
Basis of preplrlng tbe I5￿*￿rI¥l 5tstemeDts
The fmancial statements of the Charity. which is a public benefit entty under FRS 102. have been p￿pared in
ctordance with the Charities SORP IFRS 102) 'A¢¢ouniins and RepDrtjn8 by Charitie5.' Sthtement of
Recornmended PrnthTce applicable to ¢harilies preparÉng their accounts in accordance with the Financial
Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effe¢tive l January 2019),,
Financial Reporting Sthndard 102 Tr Financial RerK)rtin8 Sr2ndard applicable in the UK and Republic of
Ireland, and the Charilits Act 2011. The fmanci&l stsiements ILave be¢n prepared thc his￿1￿1 cost
conveniion. with the exception of tnvestments which are included at market value.
lacome
All income is reco8nised in the Ststement of Financial Activities once the charity has eniitlement to the funds, it
is proEqble that the in¢ome will be received and the au¥)UDt can be me&Mtred rtliabty.
Expenditu
Liabilities are recognised aq expenditure &% soon as kn is a legal or constructive obligalion committiiig the
charity to that expenditure. it is probable that a tra￿sfer of economkc benefits will be rtquired in settlein¢nt and
the amount of the obligalion can ￿ me&wred reliably. Expendi￿re is accoun*d for on #n #¢cruals basis and has
been cl&8sifi¢d under headings that aggr¢gate all cost rel*ed io th¢ ¢ate80ry. Where costs cannot be directly
attributed to particular heAdin8s they have been allocated to activilies on 8 basis Consistent with the use or
resowces.
T*n8ibk fixed assets
Depreciation ts provided at the followin8 annual rates in order to wrik off each ass¢t ov¢r its ¢stimated us¢fvl
life.
Fixtures and finings
I1)%￿ ¢0
T8xatlon
The charity is exempt from tsx on its ¢hari¢able activities.
Fthnd 8ttOlllltipg
Unrcslriclcd funds Can be used in accord￿ with the dwitable objectives at the discretion of the tnL8ttts.
Restricted fvnds can onty be used for particular restricted purposes within the objects of Ihe charity. Restrictions
arise when specified by the donor or when funth are rni%d for particular restricted Purposes.
Furtkn explanation of th¢ nattwe aNI of exh fiMMI is incl￿ed in ihe Mrte5 to the fuwjcial stateTnent
INVESTMENT INCOME
Deposit account int¢resi
Page 8
continu¢d...

Gerald Arth￿r Rolph Foutsdatiofj for
Historit Preservatioo Edutatio
Notes to tht FittaDcial Ststements- CO￿tIn￿¢￿
for the Y￿r EDded 31 May 2022
TRUSTEES. REMUNERATION AND BENEFITS
There were no tn￿e¢s. remunerati(￿ or other for the year eth 31 May 2022.
Trustots, ¢ipellses
There wer¢ no tnMees' exrKnses paid for the year erwjed 31 May 2022.
TANGIBLE FIXED A&SETS
Freehold
MotOT
vehicles
fitttngs
Totals
COST
At l June 20218nd 31 May 2022
9.825.OlX)
328,519
1 S.(KKJ
10.168.519
DEPRECIATIO
Ai l June 2021
Charge for ye8r
177,727
32,852
15,000
192.727
32,852
At 3 I May 2022
210.579
15.0
225.579
NET BOOK VALUE
Al 31 May 2022
9.825.IKIO
117.940
9,942,940
The frtehold property Consists of Aller￿ Casde. Allertort PJTK Allerton Maulever¢r. HG5 OS&
ChapeL South LL*¢. W¢# Lodge and the Tempk
HERITAGE ASSETS
Thc fL¥turc& chatt¢l& sculpture5 and Fryintin8s SitU￿ed at Allcrtyi Castle are the pri)FKrty of th¢
Found*ii)n, which is rwibk for their mainienance
FIXED A&SET I￿vE￿mENTs
The Foundatiort hos Trtv¢%iLxI in 18.(KKI shares of Bon8iovi Media & T¢chnology and IIK) shares in
Allerton C&stle Limited.
DEBTOKS: AMouKfs FALLING DUE WITHIN ONE YEAR
Trade debtorJ
567
Page 9

Gerald Artbur Rolpkn FouMlati04 ftsr
Historle PTeserYatitin and EducatioD.
Notes to the FiDaneial St41¢mellts- ¢oTrliDued
for the Year Ended 31 May 2022
CREDITOiiS: AMOUIW15 FALLING DUE wrrHIN ONE YEAR
Trade creditors
T￿at11)ll and social se¢urity
(hber creditors
(i)
22.096
3,142
25237
MOVEMENT IN FUNDS
Net
movem¢nt
in fimd5
At
31.522
At 1.621
UDrestricted fufftds
11041,544
(70,349)
11,971,195
Restricted I￿ndS
Restrided fimds
125.CKM)
125.0(Ml
TOTAL FUNDS
12,166.544
(70J49)
12,090,195
Net movanem in funds. Incl￿ in the aknve are &8 folk￿5.
tncoming
Regouree5 Movement
eXp￿ded
io fvnds
Unrestricted fvDds
Gelleral fi]lld
98J09
(168,658)
(70.349)
TOTAL FUNDS
98,309
(168.658)
(70,349)
i(L
CONTINGENT LIABILITIES
There were no ¢ontllEoent liabilTties atthe bal￿e sheet date.
OTHER FINANCIAL COMMrrMENTS
Th¢ Charity h&$ given no.￿￿￿ntee$ or (rther indenmitics.
Poge 10
Continued...

Gernld Arthur Rolpb Foupd*tion for
Historic Prtserv•tioTh *lld Educaei(
Note3 to the FiDaneial S¢atemeTrts- ¢oDtiBued
for the Year EDd¢d 31 May 2022
12.
RELATED PARTY DISClnSURES
There W¢￿ no t¢lBtcd pftny tiw)Sad￿ f(Y the year ended 31 May 2022.
Pagell