Finance Score: 4

Governance Score: 1

Support Score: 7

Liabilities <10%: +3
Reasonable growth: +1

Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 12

THE TRUST FOR WELSH ARCHAEOLOGY

The principal activity of the company during the year was the education of the public in archaeology through the provision of archaeological services.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly

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		£1,311	£970	£341	£0	£1,303	£1,293	16	30	120
31/03/22		£901	£687	£214	£0	£158	£150	2.6	21	170
31/03/21		£721	£648	£73	£0	£-394	£-406	-7.5	14	100
31/03/20		£645	£606	£39	£0	£323	£203	4	14	165
31/03/19		£589	£601	£-12	£0	£284	£284	5.7	13	120
31/03/18		£566	£565	£0	£47	£296	£181	3.8	16	0
31/03/17		£561	£531	£30	£0	£296	£296	6.7	16	0
31/03/16	*	£555	£548	£7	£2	£266	£266	5.8	16	0
31/03/15		£755	£739	£16	£45	£489	£377	6.1	16	0
31/03/14		£778	£778	£0	£50	£472	£362	5.6	18	0
31/03/13		£756	£689	£67	£2	£472	£362	6.3	22	0
31/03/12		£740	£665	£75	£74	£405	£305	5.5	17	0
31/03/11		£918	£842	£76	£45	£330	£260	3.7	21	0
31/03/10		£798	£811	£-13	£40	£254	£209	3.1	23	0
31/03/09		£763	£762	£1	£59	£269	£232	3.7	22	0
31/03/08		£737	£762	£-25	£45	£271	£231	3.6	22	0
31/03/07		£781	£787	£-5	£52	£299	£256	3.9	22	0
31/03/06		£793	£783	£9	£0	£0	£0	n/a	0	0
31/03/05		£698	£691	£7	£0	£0	£0	n/a	0	0
31/03/04		£802	£730	£72	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 16 months
Net Current Assets/Spending: 8 months
Quick Ratio: 6.3

Asset Split ?

Established: 49 years

www.dyfedarchaeology.org.uk

info@dyfedarchaeology.org.uk

01558823121

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

30 employees
120 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£143,243
National Lottery Community Fund	£28,596
The Foyle Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Dyfed Archaeological Trust Ltd
£143,243	05/08/2022	Pen Dinas: Penparcau's hillfort
The Foyle Foundation - Learning
£10,000	30/09/2020	towards development of the website and online resources to support digital outreach and engagement (awarded grant in response to coronavirus)
National Lottery Community Fund - Covid-19 This Time
£28,596	18/06/2020 12	Dyfed Archaeological Trust (DAT) will work with young people from challenging backgrounds and provide online activities and youth clubs to improve wellbeing throughout the COVID-19 pandemic. They ....more Dyfed Archaeological Trust (DAT) will work with young people from challenging backgrounds and provide online activities and youth clubs to improve wellbeing throughout the COVID-19 pandemic. They will work closely with Carmarthenshire Youth Support and a variety of other partners to provide online bilingual activity resources a virtual youth club monthly crafting resource boxes and when possible hold a public exhibition of completed work to show how COVID-19 has impacted on young people’s lives. Bydd Ymddiriedolaeth Archeolegol Dyfed (DAT) yn gweithio gyda phobl ifanc o gefndiroedd heriol ac yn darparu gweithgareddau ar-lein a chlybiau ieuenctid i wella lles trwy gydol y pandemig COVID-19. Byddant yn gweithio'n agos gyda Chefnogaeth Ieuenctid Sir Gaerfyrddin ac amrywiaeth o bartneriaid eraill i ddarparu adnoddau gweithgaredd dwyieithog ar-lein clwb ieuenctid rhithwir blychau adnoddau crefftio misol a phan fydd hynny'n bosibl cynnal arddangosfa gyhoeddus o waith gorffenedig i ddangos sut mae COVID-19 wedi effeithio ar bywydau pobl ifanc.
National Lottery Heritage Fund - Grant to Dyfed Archaeological Trust
£10,000	23/08/2018	Training in the trenches: Penally's role in the First World War
National Lottery Heritage Fund - Grant to Dyfed Archaeological Trust
£10,000	27/03/2015	Discovering the legacy of the First World War in Pembrey

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 56-74

STEFFAN RHYS WILLIAMS Appointed: 2024, Occupation: Retired

DAVID ELIS-WILLIAMS Appointed: 2023, Occupation: Retired

DR CAROL BELL Appointed: 2024, Occupation: Retired

HYWEL RHYS RICHARD JOHN Appointed: 2019, Occupation: Accountant

SIAN REES Appointed: 2023, Occupation: Retired

HENRY STUART OWEN-JOHN Appointed: 2023, Occupation: Retired, Other trusteeship: WORLD HERITAGE UK,

JOHN BARON RATCLIFFE Appointed: 2023, Occupation: Retired, Other trusteeship: GWYNEDD ARCHAEOLOGICAL TRUST LIMITED,

JUDITH WAINWRIGHT Appointed: 2019, Occupation: Retired

NIGEL DAVID CLUBB Appointed: 2023, Occupation: Retired, Other trusteeships: THE DEAN AND CHAPTER OF BRECON CATHEDRAL, THE DEAN AND CHAPTER OF BRECON CATHEDRAL DEON A CHABIDWL CADEIRLAN ABERHONDDU,

FIONA ELIZABETH GALE Appointed: 2023, Occupation: Retired, Other trusteeship: GWYNEDD ARCHAEOLOGICAL TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 24/10/1975, number: 504616
Registered at Companies House on 04/02/1975, number: 01198990

Gift Aid

NOT 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 charity financial controls policy and procedures
Internal risk management 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

20 returns made; AR16: 24 days late,

Main office

The Corner House
6 Carmarthen Street
Llandeilo
Carmarthenshire
SA19 6AE

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ARCHAEOLOGY.

Defined Area of Benefit:

DYFED

Data Sources