Finance Score: -1

Governance Score: -1

Support Score: 3

Positive trading contribution: +2;Strong growth: +2
Fundraising costs high: -5

12+ Trustees: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 1

COLCHESTER ARCHAEOLOGICAL TRUST LIMITED

The objectives of the Trust are to advance the education of the public in the science of archaeology and to promote the appropriate preservation, recording, excavation and interpretation of archaeological sites and historic buildings in Colchester and the neighbouring districts.

Analysis by Giving is Great

Positives:

The charity has received Government grants
More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
31/03/23		£1,468	£1,245	£223	£933	£1,308	£1,279	12.3	34	30
31/03/22		£1,317	£999	£318	£870	£1,085	£1,061	12.7	32	30
31/03/21		£949	£803	£147	£700	£766	£739	11	33	30
31/03/20		£880	£885	£-5	£765	£620	£589	8	26	30
31/03/19		£829	£702	£128	£603	£625	£470	8	21	14
31/03/18		£736	£705	£32	£592	£497	£356	6.1	23	0
31/03/17		£609	£611	£-2	£0	£465	£335	6.6	22	0
31/03/16		£618	£562	£55	£0	£454	£307	6.6	22	0
31/03/15		£478	£449	£28	£0	£0	£0	n/a	0	0
31/03/14	*	£253	£289	£-37	£0	£0	£0	n/a	0	0
31/03/13	*	£334	£283	£50	£0	£0	£0	n/a	0	0
31/03/12		£284	£302	£-18	£0	£0	£0	n/a	0	0
31/03/11		£328	£331	£-3	£0	£0	£0	n/a	0	0
31/03/10		£349	£269	£80	£0	£0	£0	n/a	0	0
31/03/09		£353	£375	£-23	£0	£0	£0	n/a	0	0
31/03/08		£569	£511	£58	£47	£319	£302	7.1	21	0
31/03/07		£503	£440	£63	£53	£261	£244	6.6	18	0
31/03/06		£392	£413	£-21	£0	£0	£0	n/a	0	0
31/03/05		£590	£522	£67	£0	£0	£0	n/a	0	0
31/03/04	*	£530	£482	£49	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 14878.8%
Fundraising Costs/Total Spending: 87.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 27%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 12.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 1.3

Asset Split ?

Established: 42 years

www.thecolchesterarchaeologist.co.uk

info@catuk.org

01206501785

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Essex, Hertfordshire, Suffolk,

Who it helps

The General Public/Mankind

Who works here?

34 employees
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-86

JOHN MALLINSON

LINDA CHRISTINE GREEN Appointed: 2023, Occupation: Self Employed

PAUL ANTHONY KNAPPETT Appointed: 2023, Occupation: Retired

WILLIAM EDWARD RICHARD LAWRANCE Appointed: 2020, Occupation: Retired

ANDREW BENJAMIN PHILLIPS, Occupation: Lecturer, Other trusteeships: THE HERVEY BENHAM CHARITABLE TRUST, COLCHESTER RECALLED ORAL HISTORY GROUP,

DONALD JAMES GOODMAN Appointed: 2019, Occupation: Retired, Other trusteeship: COLCHESTER ARCHAEOLOGICAL GROUP,

DR ADRIAN FRANCIS CLARK, Occupation: Lecturer

ELISABETH ANNE BOURTON Appointed: 2002, Occupation: Retired

GABRIELLE ANNE PETA CHADWICK, Occupation: Book Distributor

JONATHAN CHARLES PEARSALL Appointed: 2013, Occupation: Blue Badge Tour Guide

NEIL CLIFFORD STAFF Appointed: 2013, Occupation: Retired

NIGEL COCHRANE MA Appointed: 2013, Occupation: Librarian

NICHOLAS PAUL WICKENDEN MA,AMA,FSA (Chair), Other trusteeships: THE ESSEX SOCIETY FOR ARCHAEOLOGY AND HISTORY, THE FRIENDS OF HYLANDS HOUSE, COLCHESTER MUSEUMS DEVELOPMENT FOUNDATION,

STEPHEN CHRISTOPHER LANSLEY Appointed: 2013, Occupation: Retired Solicitor

Legal constitution

Charitable company registered in England & Wales on 12/01/1982, number: 283354
Registered at Companies House on 05/08/1981, number: 01578133

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR14: 25 days late, AR13: 1 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from BILLERICAY ARCHAEOLOGICAL AND HISTORICAL SOCIETY on 18/11/2019

Main office

ROMAN CIRCUS HOUSE
ROMAN CIRCUS WALK
COLCHESTER
ESSEX
CO2 7GZ

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SCIENCE OF ARCHAEOLOGY AND TO PROMOTE THE APPROPRIATE PRESERVATION, RECORDING, EXCAVATION AND INTERPRETATION OF ARCHAEOLOGICAL SITES AND HISTORIC BUILDINGS IN COLCHESTER IN THE COUNTY OF ESSEX TOGETHER WITH THE SURROUNDING OR NEIGHBOURING DISTRICTS OF COLCHESTER AFORESAID.

Defined Area of Benefit:

COLCHESTER AND THE SURROUNDING OR NEIGHBOURING DISTRICTS

Data Sources