Finance Score: 0

Governance Score: 3

Support Score: 7

Good trustee age range: +3

Overall weighted support: +7

Overall GiG Score: 10

CANTERBURY ARCHAEOLOGICAL TRUST LIMITED

Archaeological investigations, building recording, educational services, publications

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

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		£2,439	£2,434	£5	£0	£1,779	£1,664	8.2	47	15
31/03/22		£2,564	£2,041	£524	£0	£1,774	£1,661	9.8	47	50
31/03/21		£1,765	£1,822	£-57	£0	£1,250	£1,113	7.3	44	0
31/03/20		£1,950	£1,768	£182	£0	£1,307	£1,199	8.1	47	30
31/03/19		£1,880	£1,946	£-65	£0	£1,414	£1,297	8	53	30
31/03/18		£2,012	£2,032	£-20	£0	£1,173	£1,067	6.3	57	0
31/03/17		£1,918	£1,907	£11	£0	£1,160	£1,064	6.7	50	0
31/03/16		£2,059	£1,791	£268	£0	£1,114	£1,020	6.8	53	0
31/03/15		£1,075	£1,263	£-188	£54	£598	£507	4.8	39	0
31/03/14		£1,587	£1,478	£109	£43	£815	£738	6	48	0
31/03/13		£1,200	£1,347	£-147	£44	£681	£589	5.2	47	0
31/03/12		£1,486	£1,538	£-52	£48	£840	£752	5.9	54	0
31/03/11		£1,388	£1,471	£-83	£30	£945	£852	6.9	53	0
31/03/10		£1,332	£1,387	£-56	£37	£870	£738	6.4	47	0
31/03/09		£2,039	£1,886	£152	£35	£1,068	£910	5.8	72	0
31/03/08		£1,492	£1,552	£-60	£32	£975	£755	5.8	52	0
31/03/07		£1,266	£1,149	£117	£33	£1,035	£630	6.6	50	0
31/03/06	*	£1,128	£1,149	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,363	£1,204	£159	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£1,529	£1,526	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 28%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 8.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 45 years

www.canterburytrust.co.uk

admin@canterburytrust.co.uk

01227462062

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

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.

Major supporters in last 5 years

National Lottery Heritage Fund	£296,000
DCMS	£42,000
Garfield Weston Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Canterbury Archaeological Trust Limited
£249,300	01/08/2023	Facing the Cliff: The Race to Uncover and Share the Folkestone Villa at East Wear Bay
Garfield Weston Foundation - Main Grants award
£20,000	12/05/2023	East Wear Bay Archaeological Project
National Lottery Heritage Fund - Grant to Canterbury Archaeological Trust Limited
£46,700	14/12/2022	Canterbury Archaeological Trust Organisational Resilience and Audience Development Strategy
DCMS - ALB-Historic England-Unlocking Canterbury's Archaeology (Covid-19 Emergency Response)
£42,000	01/04/2020	Unlocking Canterbury's Archaeology aims to bring about a step-change in the quality and accessibility of Canterbury Archaeological Trust's online offer, both during and after the Covid-19 pandemic. ....more Unlocking Canterbury's Archaeology aims to bring about a step-change in the quality and accessibility of Canterbury Archaeological Trust's online offer, both during and after the Covid-19 pandemic. It will provide improved equipment and software and ensure that staff have the skills to create innovative, engaging and accessible online content, drawing on the rich and diverse archaeology excavated by the Trust over five decades, both within the county of Kent and beyond. The proposal is submitted under eligibility criterion 2 (Projects and Activities) of the Call for Proposals. It reflects the need of CAT to rapidly readjust the focus of its outreach and educational work in the light of the lockdown and social distancing measures necessitated by Covid-19.
DCMS - ALB-Historic England-Heritage Metal Identification Guide for Law Enforcement and Scrap Metal Practitioners
£3,509	01/04/2019	Canterbury Archaeological Trust has been commissioned by Historic England to produce a user-friendly guide to the identification of heritage metals. The primary audiences for this guide are members ....more Canterbury Archaeological Trust has been commissioned by Historic England to produce a user-friendly guide to the identification of heritage metals. The primary audiences for this guide are members of the law enforcement community and scrap metal practitioners. The project supports HEs commitment to reducing the theft of heritage metals from the historic environment, both terrestrial and marine.
DCMS - ALB-Historic England-Heritage Metal Identification Guide for Law Enforcement and Scrap Metal Practitioners
£20,000	01/04/2018	Canterbury Archaeological Trust has been commissioned by Historic England to produce a user-friendly guide to the identification of heritage metals. The primary audiences for this guide are members ....more Canterbury Archaeological Trust has been commissioned by Historic England to produce a user-friendly guide to the identification of heritage metals. The primary audiences for this guide are members of the law enforcement community and scrap metal practitioners. The project supports HEs commitment to reducing the theft of heritage metals from the historic environment, both terrestrial and marine.
DCMS - ALB-Historic England-Heritage Metal Identification Guide for Law Enforcement and Scrap Metal Practitioners
£9,000	01/04/2017	Canterbury Archaeological Trust has been commissioned by Historic England to produce a user-friendly guide to the identification of heritage metals. The primary audiences for this guide are members ....more Canterbury Archaeological Trust has been commissioned by Historic England to produce a user-friendly guide to the identification of heritage metals. The primary audiences for this guide are members of the law enforcement community and scrap metal practitioners. The project supports HE?s commitment to reducing the theft of heritage metals from the historic environment, both terrestrial and marine.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-86

ANDREW JOHN CORBY Appointed: 2010, Occupation: Retired

BRIGADIER MARTIN JOHN MEARDON Appointed: 2013, Occupation: Receiver General (Canterbury Cathedral) Retired

CHRISTOPHER JOHN ROBINSON Appointed: 2020, Occupation: Company Director

DR DAVID JAMES SHAW (Chair), Occupation: University Teacher (Retired)

DR ELEANOR FRANCES WILLIAMS Appointed: 2023, Occupation: Senior Lecturer In Archaeology

MELANIE JANE NYE Appointed: 2014, Occupation: Accountant

PETER THOMAS GODDARD HOBBS Appointed: 2014, Occupation: Retired

PROFESSOR CHRISTOPHER LLOYD BOUNDS Appointed: 2013, Occupation: Retired Professor And Vice Principal

Legal constitution

Charitable company registered in England & Wales on 09/11/1979, number: 278861
Registered at Companies House on 02/08/1979, number: 01441517

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 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
Volunteer management

Filing Record

20 returns made; AR06: 2 days late, AR04: 1 days late,

Main office

92A BROAD STREET
CANTERBURY
KENT
CT1 2LU

Objectives

TO PROMOTE THE ADVANCEMENT OF PUBLIC EDUCATION IN THE SUBJECT OF ARCHAEOLOGY.

Defined Area of Benefit:

NOT DEFINED (IN PRACTICE THE COUNTY OF KENT)