Finance Score: 2

Governance Score: 0

Support Score: 0

Strong growth: +2
No PartB

No supporters identified

Overall GiG Score: 2

PHILLPOTTS AND BOYD EDUCATIONAL FOUNDATION

Supporting clergy, especially those taking higher degrees

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

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	Volun- teers
05/04/23		£19	£8	£11	n/a	n/a	n/a	n/a	n/a	0
05/04/22	*	£18	£4	£14	n/a	n/a	n/a	n/a	n/a	1
05/04/21		£18	£4	£14	n/a	n/a	n/a	n/a	n/a	1
05/04/20		£18	£5	£13	n/a	n/a	n/a	n/a	n/a	1
05/04/19	*	£17	£2	£15	n/a	n/a	n/a	n/a	n/a	0
05/04/18		£17	£5	£12	£0	£0	£0	n/a	0	0
05/04/17		£17	£9	£7	£0	£0	£0	n/a	0	0
05/04/16		£14	£8	£6	£0	£0	£0	n/a	0	0
05/04/15	*	£15	£10	£5	£0	£0	£0	n/a	0	0
05/04/14		£16	£12	£4	£0	£0	£0	n/a	0	0
05/04/13		£15	£11	£5	£0	£0	£0	n/a	0	0
05/04/12		£14	£23	£-8	£0	£0	£0	n/a	0	0
05/04/11		£14	£4	£10	£0	£0	£0	n/a	0	0
05/04/10		£13	£24	£-11	£0	£0	£0	n/a	0	0
05/04/09		£12	£4	£8	£0	£0	£0	n/a	0	0
05/04/08		£11	£9	£2	£0	£0	£0	n/a	0	0
05/04/07	*	£10	£6	£4	£0	£0	£0	n/a	0	0
05/04/06	*	£9	£3	£6	£0	£0	£0	n/a	0	0
05/04/05	*	£9	£5	£4	£0	£0	£0	n/a	0	0
05/04/04		£9	£7	£2	£0	£0	£0	n/a	0	0

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Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

finance@exeter-cathedral.org.uk

01392285989

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Cornwall, 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, 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, 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, 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, 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, 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, BOYD FOR EXHIBITIONS, THE MARY MARRIOTT TRUST,

REV JAMES EDMUND ALEXANDER MUSTARD 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, BOYD FOR EXHIBITIONS, THE MARY MARRIOTT 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, 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, 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, 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, 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, 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, BOYD FOR EXHIBITIONS, THE MARY MARRIOTT TRUST, EXETER CATHEDRAL,

Legal constitution

Charity registered in England & Wales on 14/11/1962, number: 306942

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 36 days late, AR19: 1 days late, AR15: 1 days late, AR07: 189 days late, AR06: 2 days late, AR05: 12 days late,

Main office

1 The Cloisters
Exeter
Devon
EX1 1HS

Objectives

PROVISION OF FINANCIAL ASSISTANCE FOR TRAINING FOR PERSONS WHO ARE PREPARING FOR,OR WHO HAVE ALREADY RECEIVED,PRIESTS' ORDERS IN ORDER TO ENABLE THEM TO PERFORM THEIR ECCLESIASTICAL DUTIES MORE EFFECTIVELY IN EITHER OF THE DIOCESES OF EXETER AND TRURO (FOR FULL DETAILS SEE SCHEMES OF 15 DECEMBER 1922 AND 28 FEBRUARY 1938)

Defined Area of Benefit:

DIOCESES OF EXETER AND TRURO

Data Sources