Finance Score: -5

Governance Score: 4

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

SWALEDALE AND ARKENGARTHDALE ARCHAEOLOGY GROUP

The education of the public in general and more specifically the residents of and visitors to the County of North Yorkshire, particularly the area known as the Yorkshire Dales in the subjects of archaeology, history, geology and the natural environment in order to promote a better understanding and management of that local heritage.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	10
31/12/22	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	75
31/12/21	£5	£4	£0	n/a	n/a	n/a	n/a	n/a	70
31/12/20	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	70
31/12/19	£3	£8	£-5	n/a	n/a	n/a	n/a	n/a	60
31/12/18	£6	£6	£0	£0	£0	£0	n/a	0	0
31/12/17	£13	£9	£4	£0	£0	£0	n/a	0	0
31/12/16	£5	£16	£-11	£0	£0	£0	n/a	0	0
31/12/15	£2	£16	£-14	£0	£0	£0	n/a	0	0
31/12/14	£35	£29	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.swaag.org

info@swaag.org

01748884117

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Sponsors or undertakes research

Where it operates

North Yorkshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANNE JOWETT Appointed: 2022

DR MATTHEW FARRELLY Appointed: 2024

HILARY ANN CHRISTINA FAWCETT Appointed: 2022

JANE BURNELL HARRISON Appointed: 2018

MICHAEL DENNIS KEENAN Appointed: 2018

ROD FLINT Appointed: 2021

BARBARA ANN COLLING Appointed: 2021, Other trusteeship: WE CAN DANCE,

Legal constitution

Charity registered in England & Wales on 13/02/2014, number: 1155775

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

School House
Silver Street
Reeth
RICHMOND
North Yorkshire
DL11 6SP

Objectives

FOR THE PUBLIC BENEFIT TO ADVANCE THE EDUCATION OF THE PUBLIC IN GENERAL AND MORE SPECIFICALLY THE RESIDENTS OF, AND VISITORS TO, THE COUNTY OF NORTH YORKSHIRE, PARTICULARLY THE AREA KNOWN AS THE YORKSHIRE DALES, IN THE SUBJECTS OF ARCHAEOLOGY, HISTORY, HERITAGE, GEOLOGY AND THE NATURAL ENVIRONMENT IN ORDER TO PROMOTE A BETTER UNDERSTANDING AND MANAGEMENT OF THAT LOCAL HERITAGE BY, FOR EXAMPLE:.PROVIDING TRAINING AND EXPERIENCE OF A BROAD RANGE OF ARCHAEOLOGICAL INVESTIGATIVE TECHNIQUES WHICH WILL THEN BE APPLIED TO THE STUDY OF THE LOCAL HERITAGE;.UNDERTAKING RESEARCH INCLUDING FIELD WORK AND EXCAVATIONS INTO ALL ASPECTS OF THE LOCAL HERITAGE AND PUBLISHING AND MAKING OTHERWISE AVAILABLE THE RESULTS OF THAT RESEARCH; .PROVIDING LECTURES, GUIDED WALKS, COMMUNITY PROJECTS, ACTIVITIES WITH LOCAL SCHOOLS AND ORGANISATIONS AND EXHIBITIONS

Defined Area of Benefit:

LOCAL

Data Sources