Finance Score: -10

Governance Score: 6

Support Score: 0

Dormant: -10
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE EXETER DIOCESAN TRUST

THE SOLE ACTIVITY OF THE EXETER DIOCESAN TRUST IS THAT OF CUSTODIAN TRUSTEE AND/OR MANAGING TRUSTEE OF TRUSTS HELD IN ITS NAME

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
This charity appears to be dormant

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit
31/12/22	*	£0	£0	£0
31/12/21		£0	£0	£0
31/12/20		£0	£0	£0
31/12/19		£0	£0	£0
31/12/18		£0	£0	£0
31/12/17		£0	£0	£0
31/12/16		£0	£0	£0
31/12/15		£0	£0	£0
31/12/14		£0	£0	£0
31/12/13		£0	£0	£0
31/12/12		£0	£0	£0
31/12/11		£0	£0	£0
31/12/10		£0	£0	£0
31/12/09		£0	£0	£0
31/12/08		£0	£0	£0
31/12/07		£0	£0	£0
31/12/06		£0	£0	£0
31/12/05		£0	£0	£0
31/12/04		£0	£0	£0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years
(107 years as a company)

michelle.clark@exeter.anglican.org

01392294926

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Religious Activities

GiG Classification

Other congregations

How it operates

Acts as an umbrella or resource body

Where it operates

Devon, Plymouth City, Torbay,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-74

THE RT REV JACKIE SEARLE Appointed: 2019

REV JANE JUDITH BAKKER Appointed: 2023, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN BOARD OF FINANCE, PLYMOUTH PARTNERSHIP IN MISSION,

THE VERY REVD JONATHAN GREENER Appointed: 2017, Occupation: Dean Of Exeter, Other trusteeships: THE MOUNT DINHAM COTTAGE TRUST, EXETER, THE FRIENDS OF EXETER CATHEDRAL, EXETER CATHEDRAL SCHOOL,

THE RIGHT REVEREND JAMES EMERSON GRIER Appointed: 2022, Occupation: Clerk In Holy Orders, Other trusteeship: THE EXETER DIOCESAN BOARD OF FINANCE,

THE VENERABLE VERENA BREED Appointed: 2021, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN BOARD OF FINANCE, CHURCHES TOGETHER IN DEVON,

ANNIE PENELOPE JEFFERIES Appointed: 2019, Occupation: Retired Chartered Physiotherapist, Other trusteeship: THE EXETER DIOCESAN BOARD OF FINANCE,

MR G FRAMPTON Appointed: 2015, Occupation: Chartered Accountant, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, DEAN BOYD'S CHARITY FOR APPRENTICING, REYNOLDS WHALE TRUST FOR ORDINANDS, REVEREND CHANCELLOR HARINGTON FOR CHORISTERS OF EXETER CATHEDRAL, THE CARYLL WENBORN TRUST FUND, DEAN AND CHAPTER OF EXETER CATHEDRAL SCHOOL PRIZE FUND, PHILLPOTTS AND BOYD EDUCATIONAL FOUNDATION, BOYD FOR EXHIBITIONS, THE MARY MARRIOTT TRUST, EXETER CATHEDRAL,

REV EDWARD QUINCEY HOBBS Appointed: 2020, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN BOARD OF FINANCE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CULLOMPTON,

REV MICHAEL JOHN PARTRIDGE Appointed: 2013, Occupation: Clerk In Holy Orders, Other trusteeships: THE EXETER DIOCESAN BOARD OF FINANCE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MICHAEL & ALL ANGELS, ALPHINGTON,

THE VENERABLE ANDREW MARK BEANE Appointed: 2019, Occupation: Clerk In Holy Orders, Other trusteeship: THE EXETER DIOCESAN BOARD OF FINANCE,

THE VENERABLE DOUGLAS JAMES DETTMER, Occupation: Clerk In Holy Orders, Other trusteeship: EXETER DIOCESAN EDUCATION NETWORK,

Legal constitution

Charitable company registered in England & Wales on 30/11/1962, number: 207014
Registered at Companies House on 29/06/1916, number: 00144227

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 122 days late,

Main office

EXETER DIOCESAN TRUST
THE OLD DEANERY
THE CLOISTERS
CATHEDRAL CLOSE
EXETER
EX1 1HS

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH OF ENGLAND IN THE DIOCESE OF EXETER AND IN ANY OTHER DIOCESE ASSOCIATED WITH THE SOCIETY

Defined Area of Benefit:

DIOCESE OF EXETER AND ELSEWHERE

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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