THE POLTIMORE HOUSE TRUST

Charity number: 1079947
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Poltimore House Trust is dedicated to restoring Poltimore House, a unique Grade II* listed country house, to create a heritage asset for the community through education, arts, commercial and community activities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £49,689
Total expenditure: £80,196

People

4 Trustee(s)

40 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Devon

Governance

Registration history:
  • 22 March 2000: Standard registration
Organisation type:
Charitable company
Other names:
  • POLTIMORE HOUSE (Working name)
  • POLTIMORE HOUSE TRUST (Working name)
Company number:
03914029 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PROFESSOR PETER TOTTERDILL Chair 17 November 2024
None on record
David Snell Trustee 17 November 2024
None on record
Rosemary Exton Trustee 17 November 2024
None on record
Mark Neville-Smith Trustee 17 November 2024
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £25.13k £52.48k £75.81k £132.32k £49.69k
Total expenditure £30.35k £22.34k £54.23k £114.64k £80.20k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £20.86k £10.67k £50.00k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 31 December 2024 On time
Accounts and TAR 31 March 2024 31 December 2024 On time Download Open in new window
Annual return 31 March 2023 19 June 2024 140 days late
Accounts and TAR 31 March 2023 19 June 2024 140 days late Download Open in new window
Annual return 31 March 2022 22 December 2022 On time
Accounts and TAR 31 March 2022 22 December 2022 On time Download Open in new window
Annual return 31 March 2021 10 December 2021 On time
Accounts and TAR 31 March 2021 10 December 2021 On time Download Open in new window
Annual return 31 March 2020 06 January 2021 On time
Accounts and TAR 31 March 2020 06 January 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 21/01/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13/02/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/04/2011 as amended on 18 Oct 2023

Charitable objects

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF DEVON AND THE NATION AT LARGE THE BUILDING OF SPECIAL ARCHITECTURAL AND HISTORIC INTEREST KNOWN AS POLTIMORE HOUSE IN THE COUNTY OF DEVON AND ITS GROUNDS AND SETTING AND ANY ADJOINING LAND OR BUILDINGS WHICH FORMED PART OF THE POLTIMORE ESTATE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

DEVON

Contact information

Address:
POLTIMORE HOUSE
POLTIMORE
EXETER
EX4 0AU
Phone:
01392 248938
Email:
finance@poltimore.org
Website:

www.poltimore.org Open in new window