Finance Score: 0

Governance Score: 9

Support Score: 10

Liabilities <10%: +3
Excess reserves: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Overall weighted support: +7

Overall GiG Score: 19

THE VINDOLANDA TRUST

The principal object of the charitable company is for the archaelogical excavation, conservation, preservation, public display, education and enjoyment of the Roman remains and artefacts at Vindolanda.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,913,725 available, equivalent to 42 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£2,655	£1,998	£657	£351	£8,617	£6,914	41.5	40	416
31/12/22		£1,757	£1,810	£-53	£313	£7,960	£6,604	43.8	38	501
31/12/21		£1,651	£1,587	£64	£282	£8,013	£6,615	50	32	195
31/12/20		£1,362	£1,376	£-14	£135	£7,949	£6,576	57.4	36	30
31/12/19	*	£1,579	£1,741	£-162	£53	£7,963	£6,624	45.6	41	480
31/12/18		£1,475	£1,692	£-218	£293	£8,125	£6,754	47.9	39	0
31/12/17		£2,305	£1,518	£787	£279	£8,015	£6,971	55.1	36	0
31/12/16		£1,401	£1,397	£4	£261	£7,228	£7,045	60.5	33	0
31/12/15		£1,303	£1,262	£41	£402	£7,287	£7,104	67.5	38	0

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Financial Ratios

Fundraising Costs/Relevant Income: 17.9%
Fundraising Costs/Total Spending: 17.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 41.5 months
Net Current Assets/Spending: 10 months
Quick Ratio: 5.5

Asset Split ?

Balance Sheet History

Established: 10 years

www.vindolanda.com

info@vindolanda.com

014344344277

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Northumberland,

Who it helps

Children/Young People
The General Public/Mankind

Who supports 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
John Ellerman Foundation - Towards salary costs for new curatorial programme 'The Land We Walk On' and associated staff development costs
£89,000	30/05/2024 36	Towards core costs including salaries, training and development for new curatorial programme ‘The Land We Walk On’
DCMS - Vindolanda Roman Fort, Hexham, Northumberland
£4,000	01/04/2022	10 bursaries to be jointly funded by HE and Vindolanda Trust for students aged between 16 and 19 from the local area. Part of Hadrian 1900 celebrations.
DCMS - Vindolanda Trust Recovery Programme
£250,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Vindolanda Trust Recovery Programme 2021
£125,000	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to The Vindolanda Trust
£1,376,400	10/03/2016	Unlocking Vindolanda's Wooden Underworld

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 47-86

DR GILLIAN TAYLOR Appointed: 2022, Occupation: Associate Professor

DR JACQUI HUNTLEY Appointed: 2022, Occupation: Retired

DR PETER RICHARD WILSON Appointed: 2016, Occupation: Consultant

ELSPETH FIONA GORDON STANDFIELD Appointed: 2015, Occupation: Programme Director

FRASER JOHN HUNTER Appointed: 2024, Occupation: Principal Curator

GARY CALLAND Appointed: 2015, Occupation: General Manager

HELEN WOODFORD Appointed: 2017, Occupation: Solicitor

LAWRENCE JOHN THOMPSON Appointed: 2015, Occupation: Retired

PROFESSOR IAN HAYNES Appointed: 2015, Occupation: Professor Of Archaeology

RICHARD SPENCER Appointed: 2022, Occupation: Consultant

TERRY CARROLL Appointed: 2015, Occupation: Consultant

VERYAN JOHNSTON Appointed: 2016, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 06/01/2015, number: 1159798
Registered at Companies House on 19/08/2014, number: 09182268

Gift Aid

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
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

9 returns made; AR19: 18 days late,

Main office

THE VINDOLANDA TRUST
CHESTERHOLM MUSEUM
WESTWOOD
HEXHAM
NE47 7JN

Objectives

2.1 THE OBJECTS OF THE CHARITY ARE:2.1.1 TO HOLD IN PERPETUITY THE PROPERTY AND ASSETS OF THE EXCAVATION AND PRESERVATION OF THE ROMAN REMAINS AND ANTIQUITIES FOUND IN THE SAID LAND FOR THE BENEFIT OF THE COMMUNITY AND THE STUDY OF ARCHAEOLOGY AND EDUCATION IN THE HISTORY OF THE ROMAN OCCUPATION OF BRITAIN;2.1.2 TO PROVIDE FACILITIES FOR ACCESS TO THE LAND BY THE PUBLIC;2.1.3 TO TAKE POSSESSION OF ALL ROMAN ANTIQUITIES AND OTHER SPECIMENS WITH ANY ADDITIONAL SPECIMENS THAT MAY BE ACQUIRED BY GIFT OR BY PURCHASE AND TO PRESERVE AND EXHIBIT THE SAME ON THE SITE OF THE SAID LAND OR ELSEWHERE IN THE COUNTY OF NORTHUMBERLAND;2.1.4 TO THE TRAINING AND ASSISTANCE OF STUDENTS IN THE STUDY OF ARCHAEOLOGY IN ROMAN BRITAIN.