Finance Score: -1

Governance Score: 2

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE CITY OF LONDON ARCHAEOLOGICAL TRUST FUND

Raising of funds to support archaeological work of all kinds (though not normally excavation or projects which should be supported by developers) in the City of London and its environs; particularly in publication and research of archaeological material, and education in archaeology.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 50 years

www.colat.org.uk

john@jschd.demon.co.uk

02087413573

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
31/03/23		£18	£31	£-13	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£23	£25	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£18	£13	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£16	£21	£-5	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£15	£10	£5	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£22	£29	£-7	£0	£0	£0	n/a	0	0
31/03/17		£16	£42	£-25	£0	£0	£0	n/a	0	0
31/03/16		£16	£46	£-30	£0	£0	£0	n/a	0	0
31/03/15		£17	£12	£4	£0	£0	£0	n/a	0	0
31/03/14		£32	£19	£12	£0	£0	£0	n/a	0	0
31/03/13		£194	£14	£180	£0	£0	£0	n/a	0	0
31/03/12		£18	£24	£-6	£0	£0	£0	n/a	0	0
31/03/11		£19	£13	£6	£0	£0	£0	n/a	0	0
31/03/10		£21	£22	£-1	£0	£0	£0	n/a	0	0
31/03/09		£22	£19	£3	£0	£0	£0	n/a	0	0
31/03/08		£22	£20	£2	£0	£0	£0	n/a	0	0
31/03/07		£41	£23	£19	£0	£0	£0	n/a	0	0
31/03/06		£21	£12	£9	£0	£0	£0	n/a	0	0
31/03/05		£28	£20	£9	£0	£0	£0	n/a	0	0
31/03/04	*	£35	£46	£-11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

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
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout London,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

ALEXIS HASLAM Appointed: 2023

ALISON GOWMAN Appointed: 2022, Other trusteeships: THE LORD MAYOR'S 800TH ANNIVERSARY AWARDS TRUST, LONDON ROAD SAFETY COUNCIL, THE TRUAN TRUST, THE COMPANY OF CHARTERED SURVEYORS CHARITABLE TRUST FUND (1992), TRUST FOR LONDON TRUSTEE, MUSEUM OF LONDON,

ANN HOLMES Appointed: 2020

DR GABRIEL MOSHENSKA Appointed: 2015

DAVID BOWSHER Appointed: 2021

DR JANE SIDELL Appointed: 2019

DR JOHN PEARCE Appointed: 2022

FINBARR WHOOLEY Appointed: 2015

JEREMY SIMONS Appointed: 2011

KATHRYN ELIZABETH NALDRETT Appointed: 2019, Other trusteeship: THE ROYAL ARCHAEOLOGICAL INSTITUTE,

LT COL JOHN WHITE TD (Chair) Appointed: 2011

PROF CLIVE ORTON, Other trusteeships: THE LONDON ARCHAEOLOGIST ASSOCIATION, SOUTHWARK AND LAMBETH ARCHAEOLOGICAL EXCAVATION COMMITTEE, CARSHALTON & DISTRICT HISTORY & ARCHAEOLOGY SOCIETY,

PROFESSOR CAROLINE BARRON, Other trusteeship: THE LONDON JOURNAL TRUST,

PAUL MARTINELLI CC Appointed: 2015, Other trusteeship: MUSEUM OF LONDON,

ROY STEPHENSON MIFA FSA Appointed: 2011, Other trusteeships: LONDON AND MIDDLESEX ARCHAEOLOGICAL SOCIETY, ROSE THEATRE TRUST,

Legal constitution

Charity registered in England & Wales on 05/09/1974, number: 268160

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR04: 26 days late,

Main office

2 CARTHEW VILLAS
LONDON
W6 0BS

Objectives

FOR THE BENEFIT OF THE PUBLIC FOR THE PROMOTION OF THE HISTORICAL KNOWLEDGE OF THE CITY OF LONDON AND ITS ENVIRONS THROUGH EDUCATION AND/OR CONSERVATION AND/OR BY THE CARRYING OUT OR THE SUPPORTING OF ARCHAEOLOGICAL RESEARCH INCLUDING:(1) EXCAVATIONS AND OTHER ARCHAEOLOGICAL AND RELATED HISTORICAL INVESTIGATIONS IN THE SAID CITY AND ITS ENVIRONS;(2) PUBLISHING OR MAKING AVAILABLE REPORTS AND OTHER DATA OF SUCH EXCAVATIONS RESEARCH AND INVESTIGATIONS; AND(3) CONSERVING AND PROVIDING ACCESS IN THE SAID CITY OR ELSEWHERE TO SUCH REMAINS AND OBJECTS AS MAY BE FOUND AS A RESULT OF SUCH EXCAVATIONS RESEARCH OR INVESTIGATIONS.

Defined Area of Benefit:

CITY OF LONDON

Data Sources