Finance Score: -5

Governance Score: 2

Support Score: 11

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3

Large volunteers +5
Grant maker support: +6

Overall GiG Score: 8

THE SOMERSET ARCHAEOLOGICAL AND NATURAL HISTORY SOCIETY

To promote the study of archaeology, natural history and history, with particular reference to the historic County of Somerset, in such ways, including publications and information technology, as the Board of Trustees may deem appropriate.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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
Income has been volatile and on several occasions in recent years less than spending

Established: 62 years

www.sanhs.org

office@sanhs.org

01823272429

Charity Commission for England and Wales

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
31/12/22	£54	£39	£15	n/a	n/a	n/a	n/a	n/a	40
31/12/21	£87	£125	£-38	n/a	n/a	n/a	n/a	n/a	30
31/12/20	£81	£100	£-19	n/a	n/a	n/a	n/a	n/a	50
31/12/19	£120	£53	£67	n/a	n/a	n/a	n/a	n/a	50
31/12/18	£60	£75	£-15	£0	£0	£0	n/a	0	60
31/12/17	£56	£54	£2	£0	£0	£0	n/a	0	0
31/12/16	£59	£58	£0	£0	£0	£0	n/a	0	0
31/12/15	£56	£54	£2	£0	£0	£0	n/a	0	0
31/12/14	£66	£57	£9	£0	£0	£0	n/a	0	0
31/12/13	£64	£51	£12	£0	£0	£0	n/a	0	0
31/12/12	£79	£50	£29	£0	£0	£0	n/a	0	0
31/12/11	£91	£90	£1	£0	£0	£0	n/a	0	0
31/12/10	£57	£80	£-23	£0	£0	£0	n/a	0	0
31/12/09	£88	£96	£-7	£0	£0	£0	n/a	0	0
31/12/08	£64	£48	£16	£0	£0	£0	n/a	0	0
31/12/07	£40	£41	£-1	£0	£0	£0	n/a	0	0
31/12/06	£46	£46	£0	£0	£0	£0	n/a	0	0
31/12/05	£41	£28	£13	£0	£0	£0	n/a	0	0
31/12/04	£29	£30	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

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

Who works here?

40 volunteers

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Bath And North East Somerset, North Somerset, Somerset,

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.

Major supporters in last 5 years

DCMS	£25,000
Somerset Community Foundation	£16,000
Garfield Weston Foundation	£15,000
National Lottery Heritage Fund	£9,800

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Somerset Archaeological & Natural History Society
£9,800	03/05/2023	Strengthening Governance
Somerset Community Foundation - Discovering Taunton's Norman Castle
£16,000	13/11/2020 12	Accessibility improvements to a heritage project in Taunton
DCMS - ALB-Historic England-Taunton Castle, Somerset
£25,000	01/04/2020	Repairs to outer wall, repairs to Keep wall, repairs to paths, creation of new accessible path, archaeological work in association, provision of interpretation.
Garfield Weston Foundation - Main Grants award
£15,000	29/05/2019	Rediscovering Taunton's Norman Castle
National Lottery Heritage Fund - Grant to SANHS
£59,000	13/03/2019	Discovering Taunton’s Norman Castle

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

CHRISTINE MARIE WEBSTER Appointed: 2021, Other trusteeship: SOMERSET ARCHAEOLOGICAL AND NATURAL HISTORY SOCIETY CIO,

DAVID JOHN NICHOLSON Appointed: 2024, Other trusteeship: CHARITY OF JOHN NICHOLSON,

DAVID ERIC REID Appointed: 2018

DR MARTIN LEONARD WILLIAM SALZER Appointed: 2021

JAMES MARLAY SPENCER Appointed: 2023

LIZZIE INDUNI (Chair) Appointed: 2020

NIGEL PEARCE Appointed: 2023

Legal constitution

Charity registered in England & Wales on 17/04/1962, number: 201929

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

Somerset Heritage Centre
Brunel Way
Norton Fitzwarren
Taunton
TA2 6SF

Objectives

TO PROMOTE THE STUDY OF ARCHAEOLOGY, NATURAL HISTORY AND HISTORY, WITH PARTICULAR REFERENCE TO THE HISTORIC COUNTY OF SOMERSET, IN SUCH WAYS, INCLUDING PUBLICATIONS AND INFORMATION TECHNOLOGY, AS THE BOARD OF TRUSTEES MAY DEEM APPROPRIATE.

Defined Area of Benefit:

COUNTY OF SOMERSET

Data Sources