Finance Score: -1

Governance Score: 3

Support Score: 0

Poor Liquidity: -1

Dynamic board: +3

No supporters identified

Overall GiG Score: 2

THE GLAMORGAN-GWENT ARCHAEOLOGICAL TRUST LIMITED

The Trust is established is to advance the education of the public in archaeology. The means by which it may do this include the undertaking of archaeological works, the provision of archaeological advice, the publication of the results of such works, and the safe-keeping of archaeological materials and records.

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 dynamic in terms of composition
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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	£762	£736	£26	£0	£177	£114	1.9	21	0
31/03/22	£823	£433	£390	£0	£-485	£120	3.3	21	0
31/03/21	£829	£549	£280	£0	£-876	£-1,010	-22.1	22	0
31/03/20	£702	£1,160	£-458	£0	£-1,156	£-1,165	-12.1	22	40
31/03/19	£676	£720	£-43	£0	£-698	£-703	-11.7	22	22
31/03/18	£722	£785	£-63	£0	£-655	£-659	-10.1	24	0
31/03/17	£876	£784	£92	£0	£-591	£-596	-9.1	28	0
31/03/16	£979	£972	£7	£0	£26	£21	0.3	28	0
31/03/15	£941	£981	£-40	£7	£285	£276	3.4	27	0
31/03/14	£1,012	£1,004	£9	£7	£325	£319	3.8	29	0
31/03/13	£1,020	£950	£70	£8	£316	£313	4	32	0
31/03/12	£1,239	£957	£282	£158	£246	£246	3.1	32	0
31/03/11	£1,043	£997	£46	£189	£-36	£-36	-0.4	32	0
31/03/10	£872	£885	£-14	£175	£213	£213	2.9	28	0
31/03/09	£1,051	£1,046	£5	£151	£228	£228	2.6	35	0
31/03/08	£1,005	£941	£63	£131	£223	£223	2.8	34	0
31/03/07	£754	£787	£-32	£119	£160	£160	2.4	28	0
31/03/06	£1,006	£944	£62	£0	£0	£0	n/a	0	0
31/03/05	£655	£642	£13	£0	£0	£0	n/a	0	0
31/03/04	£691	£696	£-5	£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: 27%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Established: 48 years

www.ggat.org.uk

enquiries@ggat.org.uk

01792655208

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

This charity is based in an area of high deprivation

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

21 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees:

CHARINA JONES MCIFA Appointed: 2021

CHRIS JONES-JENKINS FSA Appointed: 2021

HENRY OWEN JOHN Appointed: 2023

JOHN LEWIS Appointed: 2017, Occupation: Archaeologist

NIGEL DAVID CLUBB FSA Appointed: 2017, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 15/10/1976, number: 505609
Registered at Companies House on 13/09/1976, number: 01276976

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Sa12 Business Centre
Seaway Parade Industrial Estate
Baglan
Port Talbot
SA12 7BR

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ARCHAEOLOGY.

Defined Area of Benefit:

NOT DEFINED

Data Sources