Trustees. Annual Report for the period Period start date Period end date From January 2024 31 December 2024 Section A Reference and administration details Charlty name Swaledale and Arkengarthdale Archaeology Group Other names charity Is known by SWAAG Registered charlty number (If any) 1155775 Charlty's principal address clo Michael Keenan School House, Silver Street Reeth Richmond North Yorkshire Postcode DL116SP Names of the charity trustees who manage the charity Trustee name Office Ilf any) Dates acted If not for whole year Name of person (or body) entitled to appoint trustee Ilf any) Rod Flint Secretary Retired 2111112024 Michael Keenan Treasurer Jane Harrison Retired 0910512024 TAR
Barbara Colling Retired 2111112024 Anne Jowett Hilary Fawcett 7 Matthew Farrelly Appointed 2310112024 Section B Structure, governance and management Descriptlon of the charity's trusts Type of governing document Constitution How the charity is constituted Charitable Incorporated Organisation (CIO) Trustee selection methods Elected by ballot at the AGM, with interim options to co-opt, as per the Constitution Addltlonal governance issues (Optlonal Information) You may choose to include additional information, where relevant, about: Organisational Structure.. SWAAG is managed and controlled by the volunteer Trustees all of whom are elected from the membership. Specialist groupslcommittees reporting to the Trustees are formed as necessary policies and procedures adopted for the induction and trai ning of trustees; the charity's organisational structure and any wider network with which the charity works., relationship with any related parties; trustees, consideration of major risks and the system and procedures to manage them. The policies in plaGe include the following Health and Safety Children and Young Peoples Safeguarding Financial Authority and Controls Diversity and Inclusion Volunteering Finds These policies are subject to periodic review Section E of this report provides a statement explaining the Trustees, resenies policy for SWAAG. Data Protection and Privacy continue to be managed in accordan with GDPR recommendations. TAR
Section C Objectives and activities For the public benefit to advance the education of the public in general and more specifically the residents of, and visitors to, the County of North Yorkshire, particularly the area known as the Yorkshire Dales, in the subjects of archaeology, history, heritage, geology and the natural environment in order to promote a better understanding and management of the local heritage by, for example: Providing training and experience of a broad range of archaeological and historical investigative techniques which may be applied to the study of the local heritage. Undertaking research including local history, fieldwork and excavations into all aspects of the local heritage and publishing and making otherwise available the resL51ts of that research., Providing lectures, guided walks, community projects, activities with local schools and organisations and exhibitions. Summary ofthe objects of the charity set out in its governing document TAR
The Trustees have had regard to the guidance issued by the Charity Commissioners on public benefit and, in accordan with that, the activities undertaken by SWAAG in 2024 have included . A group visit took place to the Roman Army Museum including a guided tour of Magna Fort which is located next to Hadrian's Wall near to Greenhead Preliminary landscape and geophysical surveys have been undertaken of a possible lead smelting mills site at Oregate Force near Marske Assistance to other archaeology groups has included undertaking geophysical surveys of sites at Fair Hill. Alston and Blanchland Abbey for Altogether Archaeology Regular monthly infomiation and discussion meetings have continued via zoom and hybrid (where participants have the option of joining online or face to face) formats for SWAAG members and guests Talks by SWAAG members covering a wide range of history and archaeology related topics have included . The Point of Oxan, Orkney by Sheila Ickringil Out of the Bottle by Keith Thomas Wikings in Newfoundland by Alan Mills The Solar Eclipse of 1927 by Les Knight Marrick Priory by Sandy Carter Bread Ovens & Campaign Medals by Richard Hunt Who Lived in East Yorkshire by lan Eamshaw Summary of the maln actlvitles undertaken for the public benefft In relation to these objects (Include within thls section the statutory declaration that trustees have had regard to the guidance issued by the Charlty Commisslon on publlc beneflt) Talks by extemal professionals, specialists and enthusiasts have included Changing Environment & Roman Artefacts by Dr Gillian Taylor of Teesside University Botanical Remains at Healaugh by Marijke Van Der Veen, Emeritus Professor at Leicester University Medieval Lindisfame by Dr David Petts of Durham University Dr Arthur Raistrick . Polymath by Dr Richard Smith Guided walks encompassing areas, sites and features of archaeological interest have been arranged for SWAAG members guests and visitors including Maiden Castle & Other Scheduled Monuments, Reeth A Roman-British Settlement at Applegarth near Richmond Braithwaite Hall. East Witton & Castle Steads Addleborough Summit Keld Wldflowers Reeth Local History Rocks, Fossils & an Owl in the Swale Valley near Keld Scots Dyke near Richmond Transcriptions of the Healaugh and Muker Manor Court Books for the perfod 1686-1786 have continued The Trustees hold regular board meetings to review financial issues and to discuss activities, policies, progress and other matters TAR
An AGM available to be attended by all SWAAG members either in person or online was held in November 2024 SWAAG publicizes 5ts activities via Facebook and through it's webslte htt new-swaa The website also contains a wide range of archives, databases, newsletters and publications together with other infomiation inGludlng the Manor Court Book transcriptions and further details and reports of the talks and walks referred to above TAR
Whilst excavations are supervised by professional archaeologists and training courses are led by specialists, all SWAAG activities are devised, managed, supervised and implemented by SWAAG volunteers Additional details of objectives and activities (Optional infomiation) You may choose to include further statements, where relevant, about.. policy on grantmaking. policy programme related investment., contribution made by volunteers. Summary of the maln achievements of the charity during the year See adivities listed above TAR
Section E Financial review Trustees maintain under review the commercia5 risks to which the charity is exposed (e.g. possible rental of storage space, work required on the website. repairs to and replacement of equipment) as well as those "risks" that arise as a consequence of the research work that SWAAG undertakes from time to time (e.g. requirements for radio carbon dating, environmental sample analyses, finds conservation, archiving) and have reached the view that it would be prudent for SWAAG to strive to retain a level of reserves of some £5000. Cash over and above the reserves may be used to fund research projects. This policy is kept under review and formally reviewed at least annually. Brief statement of the charity's policy on reserves Detalls of any funds materially in def icit None Further financlal review detalls (Optional Information) TAR
You may choose to include additional information, where relevant about: the charity's principal sourc88 of funds (including any fundralsing): how expenditure has supported the key obJecJves of the charity; Investment policy and objectives including any ethical investment policy adopted. The accounts for the financial year ending 31 st December 2024 have been prepared on a Receipts and Payments basis. The accounts have been independently exarnined by Pamela Myers and her report accornpanies this report. A summary of the charity's assets also accompanies this report. As recommended by the Charity Commission. the accounts have been segregated into Unrestrfcted and Restricted cash flows. These funds are considered separately below. Unrestrlcted Funds Over the year the charity has generated a net surplus of £232.46 from tumover incorne of £2,042.22 compared to a net surplus of £448.43 In 2023 from tumover income of £2,120.24. With regard to income, membership subscriptions produced £1,550 and glft ald of £361.38. In addlon we recelved Income from donatlons, walks, book sales and interest totalling £130.84 Expendlture totalling £1,809.76 was incurred. Thls Included the costs of insurance, bank charges, CBA membershlp, governance, equipment, talks and website expenses. There were no Year End Liabllltles. R88trlcted Fund8 There was no restrlcted funds expenditure in 2024. Income totalllng £25.46 represents Interest from a donated fund we hold for the establlshment and support of an award for landscape archaeology whlth now stands at a total of £1,048.26 as at 31 December 2024. TAR
Section F j Other optional information SWAAG wishes to thank . The Yorkshire Dales National Park Authority for it's advice and support All of the members and volunteers who generously gave their time and shared their expertise to make SWAAG activities possible All of the external speakers who provided us with such a wide range of interesting and informative talks Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustee5 Signature(s) Full name(s) Michael Keenan Position (eg Secretary, Chalr, etc) Treasurer Date 28 March 2025 TAR
THD 2024 urns1rfc 2024 Restrf(led 2024 Total j 2023 ', meMrShIP Subscriptions 61ft Ald Donatlons Walks Interest 8ook Sales Totsl lrtame 1550.00 36138 65.00 1,550.00 ,' 1,650.00 ,. 14.44 &40 25.46 39.90 33.31 25A6 1067ffj8 1139.(W :, Insurance Website Talks Go¥prnan . Equipment 864.65 524.24 192.94 9194 864.65 524.24 19194 819.88 270.51 '.1 90.50 85.89 11.99 k- 1.11 CBA Membetshlp Bank Charges Professlonal Archaeol¢ydical SupFM)rt Project ExnSeS Mernber3hip Sub5CriPtlon Refund Totol Expen(Mture 63.00 60.00 63.00 60.(10 60.00 0.00 i 75.00 L809.76 , 338L97 ', Exc¢ss Of Income <er Expndlts 257.92 tst January 2024 Opening Balance (8ank+Cashl 7.289.92 L02Z80 8,31272. , 9,55%61 | 31st December 2024 Clos1 Balance (Ba & Cash) ' 8j70ffj4; . &3i2.n :: Uablliues at 31st Decemljvs 2024 ' Debtorn at 31rt December 2024 'Signed: Mldmel Keern Treasurer . Date . 20 Janw 2025 Irnlepeitdently E Pamela Mye mlned By
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of SWALEDALE AND ARKENGARTHDALE ARCHAEOLOGY GROUP On accounts for the year ended 31 December 2024 Charity no (if any) 1155775 Set out on pages 1&2 I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3111212024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities AGt 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in c2rrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: Name: Pamela Jeanne Myers Relevant professional qualiflcation(s) or body (if any): Address: 53 Pike Purse Lane Richmond North Yorkshire DL10 4PS IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018