Finance Score: -4
Governance Score: 1
Support Score: 6
  • Reasonable growth: +1
  • Multiple Deficits and declines: -5
  • No PartB
  • No volunteer policy: -2
  • Gender balanced board: +3
  • Large volunteers +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 3 ?

SUFFOLK INSTITUTE OF ARCHAEOLOGY AND HISTORY

The charity supports archaeological and historical research in the county of Suffolk. It publishes these in an annual paper known as The Proceedings of the Suffolk Institute of Archaeology and History. It organises lectures, both live and online, and excursions. It publishes books on the history and archaeology of Suffolk.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received income from Government contracts
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • 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
31/12/23£27£42£-16n/an/an/an/an/an/a
31/12/22£23£29£-6n/an/an/an/an/an/a
31/12/21£21£22£-1n/an/an/an/an/an/a
31/12/20£20£28£-8n/an/an/an/an/an/a
31/12/19£233£31£202n/an/an/an/an/an/a
31/12/18£50£21£29n/an/an/an/an/an/a
31/12/17£26£29£-3n/an/an/an/an/an/a
31/12/16£24£39£-15n/an/an/an/an/an/a
31/12/15£18£33£-15n/an/an/an/an/an/a
31/12/14£23£39£-16n/an/an/an/an/an/a
31/12/13£53£39£15n/an/an/an/an/an/a
31/12/12£92£18£75n/an/an/an/an/an/a
31/12/11£18£16£1n/an/an/an/an/an/a
31/12/10£17£22£-5n/an/an/an/an/an/a
31/12/09£15£15£0n/an/an/an/an/an/a
31/12/08£16£20£-4n/an/an/an/an/an/a
31/12/07£16£15£1n/an/an/an/an/an/a
31/12/06£20£20£-1n/an/an/an/an/an/a
31/12/05£20£24£-4n/an/an/an/an/an/a
31/12/04£14£13£1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 40 years

www.suffolkinstitute.org.uk

secretary@suffolkinstitute.org.uk

01449767140

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Makes grants to organisations
  • Sponsors or undertakes research
Where it operates
  • Suffolk,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

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

  • ALISON JANET BROWN Appointed: 2015
  • DR KEITH MARTIN BRIGGS Appointed: 2020
  • JANE MARY CARR
  • JO SEAR Appointed: 2017
  • JOANNA CARUTH (Chair) Appointed: 2021
  • LYNDA BRADLEY Appointed: 2017
  • MIRIAM JOAN STEAD Appointed: 2020
  • PAUL NIGEL TATUM Appointed: 2019, Occupation: Accountant
  • PETER JOSEPH REILLY Appointed: 2020
Legal constitution
  • Charity registered in England & Wales on 07/06/1984, number: 289512
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

Wheal Grace
Church Road
Mendlesham
STOWMARKET
Suffolk
IP14 5SF

Objectives

THE ADVANCEMT OF THE EDUCATION OF THE PUBLIC:- (A) TO COLLECT AND PUBLISH INFORMATION ON THE ARCHAEOLOGY AND HISTORY OF THE COUNTY OF SUFFOLK. (B) TO OPPOSE AND PREVENT, AS FAR AS MAY BE PRACTICABLE ANY INJURIES WITH WICH ANCIENT MOUNMENTS OF EVERY DESCRIPTION WITHIN THE COUNTY OF SUFFOLK MAY FROM TIME TO TIME BE THREATENED AND TO COLLECT ACCURATE DRAWINGS PLANS AND DESCRIPTIONS THEREOF. (C) TO PROMOTE INTEREST IN LOCAL ARCHAEOLOGICAL AND HISTORICAL MATTERS.

Defined Area of Benefit:

SUFFOLK

Data Sources

Charity Commission for England and Wales

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