Finance Score: -5

Governance Score: 3

Support Score: 8

Liabilities <10%: +3
Multiple Deficits and declines: -5
Fundraising costs high: -3

Dynamic board: +3

Grant maker support: +8

Overall GiG Score: 6

THE SUSSEX ARCHAEOLOGICAL SOCIETY

We are a membership organisation for those interested in the history and archaeology of Sussex. We open six historic properties to the visiting public. Each property has its own museum and provides education services for children. We are a research organisation and carry out our own excavations as well as providing support and advice for other local researchers in both history and archaeology.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
The Board appears to be dynamic in terms of composition

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

Established: 62 years
(99 years as a company)

www.sussexpast.co.uk

adminlewes@sussexpast.co.uk

01273486260

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£1,615	£2,104	£-490	£424	£2,384	£1,902	10.8	84	175
31/03/22		£1,927	£1,941	£-14	£342	£2,881	£2,490	15.4	86	100
31/03/21?		£2,582	£1,878	£705	£257	£2,913	£2,366	15.1	145	170
31/12/19		£1,975	£2,225	£-250	£480	£2,200	£1,802	9.7	145	317
31/12/18		£1,994	£2,187	£-193	£584	£2,524	£2,156	11.8	144	335
31/12/17		£2,396	£2,203	£193	£594	£2,711	£2,385	13	156	0
31/12/16		£2,097	£2,047	£50	£603	£2,468	£2,213	13	152	0
31/12/15		£1,730	£1,856	£-126	£571	£2,297	£2,194	14.2	80	0
31/12/14		£1,830	£1,907	£-77	£552	£2,323	£2,213	13.9	70	0
31/12/13		£1,736	£1,869	£-133	£487	£2,466	£2,391	15.4	60	0
31/12/12		£1,554	£1,810	£-256	£419	£2,491	£2,438	16.2	47	0
31/12/11	*	£1,432	£1,615	£-183	£321	£3,043	£2,992	22.2	43	0
31/12/10		£1,795	£1,963	£-168	£426	£3,294	£3,183	19.5	45	0
31/12/09		£2,322	£2,611	£-289	£454	£3,350	£3,320	15.3	45	0
31/12/08		£1,744	£2,054	£-309	£530	£3,553	£3,525	20.6	50	0
31/12/07		£1,764	£1,990	£-226	£541	£4,176	£4,032	24.3	49	0
31/12/06		£1,901	£2,012	£-111	£0	£0	£0	n/a	0	0
31/12/05		£2,794	£2,111	£684	£0	£0	£0	n/a	0	0
31/12/04		£1,269	£1,384	£-115	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 34.8%
Fundraising Costs/Total Spending: 20.2%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 8%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 10.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.1

Asset Split ?

Listed activities

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

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

East Sussex, West Sussex,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

84 employees
175 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 The Sussex Archaeological Society
£52,340	06/09/2023	Resilience Funding - The Sussex Archaeological Society
DCMS - CRF21 The Sussex Archaeological Society
£323,800	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Sussex Archaeological Society
£497,500	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Sussex Archaeological Society
£250,000	27/08/2020	Covid 19: Sussex Archaeological Society
National Lottery Heritage Fund - Grant to Sussex Archaeological Society
£88,500	13/02/2018	Building Resilience at the Sussex Archaeological Society
Greater London Authority - Grant to Roman Road Trust
£18,500	18/01/2018	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	18/01/2018	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	18/01/2018	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	18/01/2018	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	18/01/2018	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	31/12/2017	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	31/12/2017	Orchard Project
Greater London Authority - Grant to Roman Road Trust
£18,500	31/12/2017	Orchard Project
Garfield Weston Foundation - Main Grants award
£7,500	04/12/2017	Restoring and repairing the historic roof at Marlipins Museum
National Lottery Heritage Fund - Grant to Sussex Archaeological Society
£10,000	20/03/2017	Exploring the Past at Fishbourne Roman Palace
National Lottery Heritage Fund - Grant to Sussex Archaeological Society
£10,000	24/06/2013	I dug at Fishbourne! Community Archaeology at the Roman Palace

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-78

AMANDA JONES (Chair) Appointed: 2019, Occupation: Retired

DANIEL ORNA-ORNSTEIN Appointed: 2022, Occupation: Director, National Trust

DR GLYNN JONES Appointed: 2020, Occupation: Retired, Other trusteeship: MRS R H HOTBLACK'S MICHELHAM PRIORY ENDOWMENT FUND,

DR MATTHEW IAN POPE PHD FSA Appointed: 2018

GAVIN FORBES STEWART Appointed: 2023, Occupation: Business Consultant

JANE ELLIS SEABROOOK Appointed: 2023

JOE SULLIVAN Appointed: 2015, Occupation: Government Laywer

JOSEPH ADAM BATES Appointed: 2020, Occupation: Consultant (Tourism)

PROFESSOR PAUL BASU Appointed: 2022, Occupation: None

SARAH VICTORIA WATSON Appointed: 2020, Occupation: Chief Operating Officer

Legal constitution

Charitable company registered in England & Wales on 30/05/1962, number: 207037
Registered at Companies House on 01/01/1925, number: 00202795

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

19 returns made; AR11: 6 days late,

Main office

Barbican House
169 High Street
Lewes
East Sussex
BN7 1YE

Objectives

THE CHARITY HAS BEEN ESTABLISHED FOR PUBLIC BENEFIT FOR THE FOLLOWING CHARITABLE PURPOSES (‘OBJECTS’):1. TO PROMOTE THE STUDY OF ARCHAEOLOGY BY ENCOURAGING ALL PEOPLE FROM LOCAL AND WIDER COMMUNITIES TO PARTICIPATE IN, ENGAGE, STUDY AND RESEARCH THE ARCHAEOLOGY AND HISTORY OF EAST AND WEST SUSSEX; AND/OR2. TO ESTABLISH AND MAINTAIN MUSEUMS FOR THE BENEFIT OF THE PUBLIC BY MANAGING, MAINTAINING, LEASING, ACCEPTING AS A GIFT OR LEGACY AND MAKING ACCESSIBLE MUSEUMS AND HISTORIC SITES, MONUMENTS, COLLECTIONS AND PROPERTIES IN THE COUNTIES OF EAST AND WEST SUSSEX; AND/OR3. THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT BY ADVANCING LIFE-LONG LEARNING OPPORTUNITIES FOR CHILDREN AND ADULTS IN ARCHAEOLOGY AND HISTORY, BOTH AT THE SOCIETY’S PROPERTIES AND ELSEWHERE.

Defined Area of Benefit:

COUNTY OF SUSSEX

Data Sources