Finance Score: -6

Governance Score: 2

Support Score: 10

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Mainly male board: -1

Large volunteers +5
Overall weighted support: +5

Overall GiG Score: 6

THE NORFOLK ARCHAEOLOGICAL TRUST

The principal activities of the Trust continue to be the management and conservation of the Trust's properties.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/03/23	£92	£93	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£98	£129	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£123	£104	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£125	£200	£-74	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£190	£253	£-63	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£273	£198	£75	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£248	£228	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£208	£202	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£194	£200	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£425	£487	£-63	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£454	£441	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£152	£103	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£258	£285	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£578	£473	£105	£10	£545	£531	13.5	1	0
31/03/09	£414	£250	£164	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	£148	£157	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£105	£108	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£158	£170	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£87	£84	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£96	£70	£26	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 46 years
(101 years as a company)

www.norfarchtrust.org.uk

nataliebutler@norfarchtrust.org.uk

07831 480275

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Provides financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Norfolk,

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
National Lottery Heritage Fund - Grant to The Norfolk Archaeological Trust
£118,800	22/03/2023	Norfolk Archaeological Trust: Its Centenary and Beyond
DCMS - St Benet's Abbey
£21,624	04/01/2021	Cut/treat and remove invasive vegetation from masonry and ground to sides of wall. Brush off loose/spalled mortar and assess underlying mortar. Carry out consolidation as required to stabilise and ....more Cut/treat and remove invasive vegetation from masonry and ground to sides of wall. Brush off loose/spalled mortar and assess underlying mortar. Carry out consolidation as required to stabilise and protect masonry.
DCMS - St Benet's Abbey
£7,208	04/01/2021	Cut/treat and remove invasive vegetation from masonry and ground to sides of wall. Brush off loose/spalled mortar and assess underlying mortar. Carry out consolidation as required to stabilise and ....more Cut/treat and remove invasive vegetation from masonry and ground to sides of wall. Brush off loose/spalled mortar and assess underlying mortar. Carry out consolidation as required to stabilise and protect masonry.
National Lottery Heritage Fund - Grant to Norfolk Archaeological Trust
£178,500	21/11/2017	Upwards and onwards: creating a sustainable future for the Norfolk Archaeological Trust
National Lottery Heritage Fund - Grant to Norfolk Archaeological Trust
£74,700	03/11/2016	IMAGINED LAND: Exploring and celebrating the history on our doorstep

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-81

ALAN SQUIRRELL Appointed: 2022, Occupation: Retired

ALAN STATON Appointed: 2022, Occupation: Director Of Strategy & Communication

ANDREW ROGERSON Appointed: 2022, Occupation: Retired

DR JOANNE MARIE LESTER Appointed: 2015, Occupation: Company Director, The Landscape Partnership

HENRY JOHN KILVERT Appointed: 2020, Occupation: Company Director

JONATHAN SISSON FCA (Chair) Appointed: 2019, Occupation: Retired

MATTHEW THOMAS MARTIN Appointed: 1999, Occupation: Solicitor Retired

NICHOLAS DAVID BALAAM Appointed: 2019

PROFESSOR ELIZABETH MARY PYE Appointed: 2019

PROFESSOR OWEN HERBERT WARNOCK Appointed: 2020, Occupation: Solicitor

SIMON FOWLER Appointed: 2024, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 07/04/1978, number: 274604
Registered at Companies House on 31/07/1923, number: 00191668

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
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

5 Francis Road
Long Stratton
NORWICH
NR15 2XT

Objectives

TO PROMOTE AND FOSTER THE DISCOVERY, EXCAVATION, PRESERVATION, RECORDING AND STUDY OF SITES AND OBJECTS OF ARCHAEOLOGICAL AND/OR HISTORICAL IMPORTANCE WITHIN THE COUNTY OF NORFOLK FOR THE PUBLIC BENEFIT.

Defined Area of Benefit:

NORFOLK