Finance Score: 0

Governance Score: 4

Support Score: 7

Strong growth: +2
Deficit latest year: -2
No PartB

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 11

EXETER HISTORIC BUILDINGS TRUST

Preservation of Buildings of Historical & Architectural interest in and around and for the benefit of the City of Exeter.

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
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£160	£195	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£164	£147	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£211	£135	£76	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£108	£117	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£161	£69	£92	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£23	£27	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£26	£27	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£26	£50	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£31	£18	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£11	£32	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£15	£23	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£15	£16	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£16	£11	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£16	£9	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£16	£28	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£17	£13	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£17	£26	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£17	£10	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£19	£19	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£34	£30	£4	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 28 years

www.ehbt.org.uk

enquiries@ehbt.org.uk

01392436000

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Heritage Fund	£302,511
DCMS	£114,980
The Pilgrim Trust	£20,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Exeter Historic Buildings Trust
£9,711	10/11/2022	Exeter Heritage Volunteers
DCMS - #ERSX: Exeter Historic Buildings Trust
£27,800	15/03/2022	The Culture Recovery Fund for Heritage will support organisations across the heritage ecosystem that were financially sustainable before COVID-19, have exhausted all other financing options, and are ....more The Culture Recovery Fund for Heritage will support organisations across the heritage ecosystem that were financially sustainable before COVID-19, have exhausted all other financing options, and are now at risk of failure.
DCMS - #ERSX: Exeter Historic Buildings Trust
£27,558	15/03/2022	The Culture Recovery Fund for Heritage will support organisations across the heritage ecosystem that were financially sustainable before COVID-19, have exhausted all other financing options, and are ....more The Culture Recovery Fund for Heritage will support organisations across the heritage ecosystem that were financially sustainable before COVID-19, have exhausted all other financing options, and are now at risk of failure.
National Lottery Heritage Fund - Grant to Exeter Historic Buildings Trust
£250,000	14/06/2021	Building the future, conserving the past – establishing St Nicholas’ Priory as a community hub
DCMS - St Nicholas Priory, Exeter
£12,948	06/01/2021	Urgent works to address water ingress. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys ....more Urgent works to address water ingress. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
DCMS - St Nicholas Priory, Exeter
£3,974	06/01/2021	Urgent works to address water ingress. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys ....more Urgent works to address water ingress. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
DCMS - CRF20 -Exeter Historic Buildings Trust
£42,700	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Exeter Historic Buildings Trust
£42,800	02/07/2020	COVID19: Exeter Historic Buildings Trust
The Pilgrim Trust - Grant to Exeter Historic Building Trust
£20,000	14/01/2020 2	Making St Nicholas' Priory Fit for the Future
Garfield Weston Foundation - Main Grants award
£30,000	04/09/2019	St Nicholas Priory, Community Heritage for All
National Lottery Heritage Fund - Grant to Exeter Historic Buildings Trust
£113,000	13/06/2018	Developing the Resilience of St Nicholas' Priory

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-83

DR CLARE LORNA MAUDLING Appointed: 2022, Occupation: Academic

DR JAMES GORDON CLARK Appointed: 2017, Occupation: Professor Of History

JOSEPHINE VICTORIA SINCLAIR Appointed: 2017, Occupation: Retired

LORRAINE CELIA ARRELL Appointed: 2012, Occupation: Retired

NICHOLAS SCOTT Appointed: 2024, Occupation: Chartered Accountant

RICHARD WILLIAM PARKER Appointed: 1996, Occupation: Archaeological Assistant

ROBERT PAUL CHANT Appointed: 1996, Occupation: Retired

SANDRA ANN ELLISON Appointed: 2020, Occupation: Self-Employed Administrator

Legal constitution

Charitable company registered in England & Wales on 02/04/1996, number: 1054232
Registered at Companies House on 22/03/1996, number: 03176516

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 61 days late, AR12: 6 days late, AR07: 27 days late,

Main office

21 THE MINT
EXETER
EX4 3BL

Objectives

TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OR THE CITY OF EXETER, WHATEVER HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE CITY OF EXETER, IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 336(1) OF THE TOWN AND COUNTRY PLANNING ACT 1990), OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

CITY OF EXETER IN THE COUNTY OF DEVON