Finance Score: 3

Governance Score: 0

Support Score: 0

Liabilities <10%: +3

No supporters identified

Overall GiG Score: 3

GWYNEDD ARCHAEOLOGICAL TRUST LIMITED

This charity's aims are the education of the public in archaeology. This is done through undertaking archaeological and historical research and fieldwork projects where there are threats to the surviving evidence. The results and information are desseminated through leaflets, academic publications, interpretation panels, lectures, a web site and specifically targetted outreach projects.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

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		£781	£762	£20	£0	£819	£809	12.7	19	12
31/03/22		£1,003	£893	£109	£0	£432	£422	5.7	20	35
31/03/21		£764	£753	£11	£0	£66	£66	1.1	18	30
31/03/20		£737	£798	£-60	£0	£599	£555	8.3	19	35
31/03/19		£917	£822	£95	£0	£659	£650	9.5	19	30
31/03/18		£928	£821	£107	£0	£574	£533	7.8	20	0
31/03/17		£695	£841	£-146	£0	£467	£19	0.3	20	0
31/03/16		£878	£1,000	£-122	£0	£613	£595	7.1	20	0
31/03/15		£935	£953	£-18	£9	£934	£923	11.6	24	0
31/03/14		£898	£941	£-43	£9	£953	£949	12.1	23	0
31/03/13		£872	£925	£-53	£9	£995	£989	12.8	23	0
31/03/12		£978	£994	£-16	£9	£1,048	£1,040	12.6	26	0
31/03/11		£1,088	£1,106	£-18	£10	£1,064	£1,064	11.5	24	0
31/03/10		£1,055	£1,013	£42	£10	£931	£931	11	27	0
31/03/09		£815	£826	£-10	£9	£889	£889	12.9	24	0
31/03/08		£1,604	£1,276	£327	£9	£899	£899	8.5	45	0
31/03/07		£858	£779	£79	£9	£572	£572	8.8	22	0
31/03/06		£1,102	£818	£284	£0	£0	£0	n/a	0	0
31/03/05		£654	£599	£55	£0	£0	£0	n/a	0	0
31/03/04	*	£436	£430	£6	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 12.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 9.5

Asset Split ?

Established: 45 years
(49 years as a company)

www.heneb.co.uk

gat@heneb.co.uk

01248352535

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Conwy, Gwynedd, Isle Of Anglesey,

Who it helps

The General Public/Mankind

Who works here?

19 employees
12 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Gwynedd Archaeological Trust
£29,900	27/06/2013	Archaeolegwyr Anturus Eryri

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-86

HUW JOHN PRITCHARD Appointed: 2023

HYWEL LLOYD DAVIES Appointed: 2023

DAVID GEOFFREY ELIS-WILLIAMS Appointed: 2019, Occupation: Retired

DR DAVID MERVYN ROBERTS Appointed: 2019, Occupation: Retired

FRANCES LYNCH LLEWELLYN Appointed: 2019, Occupation: Retired

JOHN BARON RATCLIFFE Appointed: 2020, Occupation: Chartered Environmentalist, Other trusteeship: THE TRUST FOR WELSH ARCHAEOLOGY,

DR GARY ROBINSON Appointed: 2018, Occupation: University Lecturer, Other trusteeship: CBA WALES/CYMRU,

FIONA ELIZABETH GALE Appointed: 2018, Occupation: Retired, Other trusteeship: THE TRUST FOR WELSH ARCHAEOLOGY,

Legal constitution

Charitable company registered in England & Wales on 27/06/1979, number: 508849
Registered at Companies House on 12/08/1974, number: 01180515

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
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; AR04: 25 days late,

Main office

CRAIG BEUNO
GARTH ROAD
BANGOR
GWYNEDD
LL57 2RT

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ARCHAEOLOGY. (FOR FURTHER DETAILS SEE CLAUSE 2 OF THE MEMORANDUM AND ARTICLES OF ASSOCIATION).

Defined Area of Benefit:

NOT DEFINED

Data Sources