THE DEVON AND EXETER INSTITUTION

Charity number: 1172445
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of public education particularly in the History, Literature and Arts of the County of Devon, City of Exeter and of the South West of England generally and particularly by the provision and maintenance of a Library, Readiong Rooms and educational facilities and the advancement of heritage by the preservation of number 7 Cathedral Close Exeter for the public benefit.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £105,662
Total expenditure: £189,089

People

9 Trustee(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
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Devon

Governance

Registration history:
  • 07 November 1989: Standard registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Paying staff
  • 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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Timothy Mayon-White Trustee 19 October 2023
None on record
Thomas Andrew Mark Staniford Trustee 19 April 2023
None on record
Jennifer Louise McCracken Trustee 19 April 2023
None on record
Sarah Mitchell Trustee 19 April 2023
None on record
Hannah Emily Jones Trustee 28 September 2022
None on record
Dr Judith Morgane Trustee 30 June 2021
DEVON & EXETER MEDICAL HERITAGE TRUST
Received: On time
Dr Colin Higgins Trustee 30 June 2021
None on record
Ruth O'Neale Trustee 22 October 2020
None on record
Prof Henry Richards French Trustee 20 October 2017
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 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £153.86k £164.19k £1.07m £970.82k £105.66k
Total expenditure £157.45k £162.58k £190.79k £177.05k £189.09k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £17.43k £9.00k N/A N/A
Income - Donations and legacies N/A N/A £24.67k £16.89k N/A
Income - Other trading activities N/A N/A £16.76k £18.74k N/A
Income - Charitable activities N/A N/A £1.03m £935.15k N/A
Income - Endowments N/A N/A £0 £0 N/A
Income - Investment N/A N/A £5 £37 N/A
Income - Other N/A N/A £0 £0 N/A
Income - Legacies N/A N/A £0 £0 N/A
Expenditure - Charitable activities N/A N/A £190.79k £177.05k N/A
Expenditure - Raising funds N/A N/A £0 £0 N/A
Expenditure - Governance N/A N/A £1.51k £1.70k N/A
Expenditure - Grants institution N/A N/A £0 £0 N/A
Expenditure - Investment management N/A N/A £0 £0 N/A
Expenditure - Other N/A N/A £0 £0 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 30 June 2024 06 November 2024 On Time
Accounts and TAR 30 June 2024 06 November 2024 On Time Download Open in new window
Annual return 30 June 2023 09 October 2023 On Time
Accounts and TAR 30 June 2023 09 October 2023 On Time Download Open in new window
Annual return 30 June 2022 22 February 2023 On Time
Accounts and TAR 30 June 2022 22 February 2023 On Time Download Open in new window
Annual return 30 June 2021 01 October 2021 On Time
Accounts and TAR 30 June 2021 01 October 2021 On Time Download Open in new window
Annual return 30 June 2020 01 October 2020 On Time
Accounts and TAR 30 June 2020 01 October 2020 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.

CIO - ASSOCIATION Registered 06 Apr 2017

Charitable objects

THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF PUBLIC EDUCATION PARTICULARLY IN THE HISTORY, LITERATURE AND ARTS OF THE COUNTY OF DEVON, THE CITY OF EXETER AND OF THE SOUTH WEST OF ENGLAND GENERALLY AND PARTICULARLY BY THE PROVISION AND MAINTENANCE OF A LIBRARY, READING ROOMS AND EDUCATIONAL FACILITIES AND THE ADVANCEMENT OF HERITAGE BY THE PRESERVATION OF NUMBER 7 CATHEDRAL CLOSE, EXETER, FOR THE PUBLIC BENEFIT AS A BUILDING OF HISTORIC AND ARCHITECTURAL INTEREST AND VALUE.

Linked charities

Linked charities
Linked charity 1172445-1 THE DEVON AND EXETER INSTITUTION
Governing document
TRUST DEED DATED 20TH JUNE 1989 AS AMENDED BY RESOLUTION DATED 09 MAY 2018
Charitable objects
(1) THE ADVANCEMENT OF PUBLIC EDUCATION PARTICULARLY IN THE HISTORY LITERATURE AND ARTS OF THE COUNTY OF DEVON, THE CITY OF EXETER AND OF THE SOUTH WEST OF ENGLAND GENERALLY AND PARTICULARLY BY THE PROVISION AND MAINTENANCE OF A LIBRARY AND READING ROOMS AND EDUCATIONAL FACILITIES; AND (2) THE PRESERVATION OF NUMBER 7 THE CLOSE, EXETER, FOR THE PUBLIC BENEFIT AS A BUILDING OF HISTORIC AND ARCHITECTURAL INTEREST AND VALUE.
Area of benefit
COUNTY OF DEVON, CITY OF EXETER, SOUTH WEST OF ENGLAND
Registration history
  • 07 November 1989 : Standard registration

Contact information

Address:
DEVON & EXETER INSTITUTION
7 CATHEDRAL CLOSE
EXETER
EX1 1EZ
Phone:
07725801673
Email:
office@devonandexeterinstitution.org
Website:

www.devonandexeterinstitution.org Open in new window