Finance Score: 4
Governance Score: 9
Support Score: 10
  • Good reserves management: +3
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 23 ?

YORK ARCHAEOLOGICAL TRUST FOR EXCAVATION AND RESEARCH LIMITED

The Trust advances the education of the public in archaeology, history and related disciplines associated with the City of York and elsewhere and promotes the preservation and display of collections of archaeological material and carries out research and disseminates the results.This is achieved by running visitor attractions and providing archaeological services.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • Fundraising costs are low relative to funds raised
  • 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 and gender and dynamic in terms of composition

Financial issues to consider:

  • On several occasions in recent years income has been 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£10,877£10,466£412£614£5,941£5,9186.8214169
31/03/22£10,965£8,868£2,096£459£5,530£5,5067.419996
31/03/21£5,497£7,137£-1,640£180£3,433£3,4085.7196120
31/03/20£8,091£8,350£-260£527£4,921£4,8957222350
31/03/19£8,243£8,828£-586£554£5,181£5,1537224510
31/03/18£8,441£8,400£40£524£5,677£5,4997.92300
31/03/17£11,873£7,929£3,943£366£5,564£5,1807.82080
31/03/16£6,548£6,568£-21£444£1,889£1,7913.32440
31/03/15£6,546£6,717£-171£578£1,892£1,7523.11510
31/03/14£6,407£6,620£-213£587£2,093£1,9843.61580
31/03/13£5,992£6,513£-521£607£1,979£1,8503.41630
31/03/12£6,023£6,405£-381£573£2,572£2,4294.61460
31/03/11£5,187£5,611£-424£531£3,022£2,8766.21170
31/03/10£4,511£5,194£-683£502£3,322£3,1787.31070
31/03/09£7,440£5,362£2,078£512£4,009£3,6608.21140
31/03/08£4,720£4,908£-188£524£2,066£1,5373.8980
31/03/07£4,022£4,497£-475£531£2,377£1,6544.4900
31/03/06£4,579£3,685£894n/an/an/an/an/an/a
31/03/05£4,327£4,047£281n/an/an/an/an/an/a
31/03/04£4,225£4,156£69n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 6.2%
Fundraising Costs/Total Spending: 5.9%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 25%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.3
Asset Split ?
Balance Sheet History
Established: 42 years
(45 years as a company)

www.yorkarchaeology.co.uk

enquiries@yorkat.co.uk

01904663008

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Greece, Lebanon, Scotland, Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£1,942,420
National Lottery Heritage Fund£318,967
Department for Business, Energy and Industrial Strategy£74,832
Wolfson Foundation£48,000
Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to York Archaeological Trust for Excavation and Research Limited.
£9,875 07/12/2023
Archaeology on Prescription Nottingham
National Lottery Heritage Fund - Grant to YORK ARCHAEOLOGICAL TRUST FOR EXCAVATION AND RESEARCH LIMITED
£249,392 27/06/2022
Archaeology on Prescription
Wolfson Foundation - Grant to York Archaeological Trust
£48,000 08/06/2022
Environmental improvements at JORVIK Viking Centre; DIG, an Archaeological Adventure; and Barley Hall Medieval Townhouse
Cheshire Community Foundation - Archaeology on Prescription
£5,000 18/10/2021
Using York Archaeological Trust's extensive public engagement experience we want the people living and working in York to enjoy the benefits of our archaeological work and the stories we uncover., therefore we have designed an innovative programme ....more
National Lottery Heritage Fund - Grant to York Archaeological Trust
£49,700 09/07/2020
COVID19 York Archaeological Trust
Department for Business, Energy and Industrial Strategy - Virtual Vikings - 'Not Just Another On-line Museum'
£74,832 01/06/2020
Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=58517
DCMS - ALB-Historic England-East Midlands Historic Environment Research Framework: Update the Period Resource Assessments
£5,000 01/04/2020
The main aim of this project is to prepare updated versions of the Palaeolithic and Later Bronze Age and Iron Age chapters of The Archaeology of the East Midlands, published in 2006. This will take into account significant changes in the evidence ....more
DCMS - ALB-Historic England-Emergency Investigation Assistance: Tetney Golf Course prehistoric coffin
£8,000 01/04/2020
During the summer of 2018 groundworks at the Tetney Golf Course uncovered the remains of a prehistoric burial including a fragmented timber coffin and a stone axe complete with its wooden haft attached. The burial was excavated by a team from ....more
DCMS - ALB-Historic England-A Prehistoric Burial from Tetney Golf Course Lincolnshire project management module
£3,000 01/04/2020
In order to complete work on this project in the current climate Historic England wish to commission an organisation to undertake project management tasks to see the project through to completion.
DCMS - Transitioning back to a viable and sustainable operating model
£1,926,420 01/04/2020
To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to York Archaeological Trust for Excavation and Research Ltd
£10,000 25/02/2020
We Dig Wollaton Geophysical Survey Training
National Lottery Heritage Fund - Grant to Northlight Heritage
£10,000 30/04/2018
Wings to War: Glasgow and the Birth of the Royal Air Force
National Lottery Heritage Fund - Grant to Northlight Heritage
£46,700 27/03/2017
War & Peas: Feeding the people in times of conflict
Wolfson Foundation - Grant to York Archaeological Trust
£250,000 08/12/2016
Restoration and redevelopment of the Jorvik Viking Centre
National Lottery Heritage Fund - Grant to Northlight Heritage
£99,600 27/03/2015
Digging In: World War I trench reconstructions for education and experiment
National Lottery Heritage Fund - Grant to York Archaeological Trust
£10,000 20/01/2014
A & E heritage rescue: researching the long-lost past of Attenborough and the Erewash
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 37-73
  • AIKATERINI VAVALIOU Appointed: 2022, Occupation: Architect
  • DR EVA MOL Appointed: 2023, Occupation: Lecturer
  • EDMUND SOUTHWORTH Appointed: 2019, Occupation: Director
  • IAN MELIA MA FCA VR Appointed: 2018
  • MICHAEL RICHARD WATSON Appointed: 2012, Occupation: Solicitor
  • PETER WHEATCROFT Appointed: 2018, Occupation: Electronic Engineer
  • PROF MARTIN MILLETT Appointed: 2019, Occupation: Academic
  • PROFESSOR ELLEN ROBERTS (Chair) Appointed: 2018, Occupation: Academic
  • SIAN HOGGETT Appointed: 2022, Occupation: Head Of Customer Relations
Legal constitution
  • Charitable company registered in England & Wales on 04/09/1982, number: 509060
  • Registered at Companies House on 19/06/1979, number: 01430801
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 charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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; all on time
Main office

YORK ARCHAEOLOGICAL TRUST
CUTHBERT MORRELL HOUSE
47 ALDWARK
YORK
YO1 7BX

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ARCHAEOLOGY, HISTORY AND RELATED DISCIPLINES ASSOCIATED WITH THE CITY OF YORK AND ELSEWHERE AND PROMOTE THE PRESERVATION AND DISPLAY OF COLLECTIONS OF ARCHAEOLOGICAL MATERIAL AND CARRY OUT RESEARCH AND DISSEMINATE THE RESULTS.

Defined Area of Benefit:

YORK AND ELSEWHERE

Data Sources

Charity Commission for England and Wales
360 Giving

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