Finance Score: -2

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

No supporters identified

Overall GiG Score: -2

REYNOLDS WHALE TRUST FOR ORDINANDS

Help students in need studying for holy orders under sponsorship of the Diocese or dependants of said students.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£6	£4	£2	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a
05/04/21		£5	£5	£0	n/a	n/a	n/a	n/a	n/a
05/04/20		£5	£3	£2	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a
05/04/18		£5	£5	£0	£0	£0	£0	n/a	0
05/04/17		£5	£10	£-5	£0	£0	£0	n/a	0
05/04/16		£4	£5	£-1	£0	£0	£0	n/a	0
05/04/15	*	£4	£4	£0	£0	£0	£0	n/a	0
05/04/14		£5	£5	£0	£0	£0	£0	n/a	0
05/04/13		£5	£4	£1	£0	£0	£0	n/a	0
05/04/12		£4	£5	£-1	£0	£0	£0	n/a	0
05/04/11		£4	£3	£1	£0	£0	£0	n/a	0
05/04/10		£4	£6	£-2	£0	£0	£0	n/a	0
05/04/09		£5	£3	£2	£0	£0	£0	n/a	0
05/04/08		£5	£3	£2	£0	£0	£0	n/a	0
05/04/07	*	£4	£3	£1	£0	£0	£0	n/a	0
05/04/06	*	£5	£4	£1	£0	£0	£0	n/a	0
05/04/05	*	£5	£3	£2	£0	£0	£0	n/a	0
05/04/04		£5	£5	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

finance@exeter-cathedral.org.uk

01392255575

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Devon,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

JENNIFER ELLIS Appointed: 2017, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, DEAN BOYD'S CHARITY FOR APPRENTICING, 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 SCHOOL, THE REID TRUST, TOPSHAM MUSEUM, THE POSBURY ST FRANCIS TRUST, EXETER CATHEDRAL,

REV CATHERINE EDMONDS Appointed: 2019, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, DEAN BOYD'S CHARITY FOR APPRENTICING, 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 CHRISTOPHER JOHN INGAMELLS PALMER Appointed: 2018, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, DEAN BOYD'S CHARITY FOR APPRENTICING, 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,

REV JAMES EDMOND ALEXANDER MUSTARD Appointed: 2018, Other trusteeships: THE FRIENDS OF CATHEDRAL MUSIC, CATHEDRAL MUSIC TRUST,

THE VERY REVEREND JONATHAN DESMOND FRANCIS GREENER Appointed: 2017, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, THE EXETER DIOCESAN BOARD OF FINANCE, ST LUKES COLLEGE FOUNDATION, DEAN BOYD'S CHARITY FOR APPRENTICING, 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 MUSIC FOUNDATION (CIO),

VENERABLE DR TREVOR PRYCE JONES Appointed: 2017, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, ST LUKES COLLEGE FOUNDATION, DEAN BOYD'S CHARITY FOR APPRENTICING, 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, THE POSBURY ST FRANCIS TRUST,

GILES FRAMPTON Appointed: 2021, Occupation: Chartered Accountant, Other trusteeships: BISHOP PHILPOTTS' AND DEAN BOYD'S CHURCH ENDOWMENT FUNDS, THE EXETER DIOCESAN TRUST, DEAN BOYD'S CHARITY FOR APPRENTICING, 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,

Legal constitution

Charity registered in England & Wales on 26/09/1962, number: 306650

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR22: 42 days late, AR19: 7 days late, AR15: 1 days late, AR07: 198 days late, AR06: 2 days late, AR05: 11 days late,

Main office

EXETER CATHEDRAL OFFICE
1 THE CLOISTERS
CATHEDRAL CLOSE
EXETER
EX1 1HS

Objectives

1) THE RELIEF OF STUDENTS IN NEED WHO ARE EITHER:A) STUDYING FOR HOLY ORDERS UNDER THE SPONSORSHIP OF THE DIOCESE; ORB) THE DEPENDANTS OF STUDENTS STUDYING FOR HOLY ORDERS UNDER THE SPONSORSHIP OF THE DIOCESE.2) THE TRUSTEE MUST GIVE PREFERENCE TO THOSE STUDENTS WHO HAVE BEEN EDUCATED IN, OR ARE RESIDENT IN THE DIOCESE.

Defined Area of Benefit:

DIOCESE OF EXETER

Data Sources