Finance Score: 0

Governance Score: 9

Support Score: 1

Strong growth: +2
Multiple Deficits: -2
No PartB

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

Grant maker support: +1

Overall GiG Score: 10

THE EXETER CANAL AND QUAY TRUST LIMITED

The preservation of land, buildings around the Canal and Quay Basin The promotion and encouragement of high standards of architecture The promotion of educational and cultural activities and support of community participation in any form of healthy recreation, including waterborne sportsThe education of the public about the historic trade passing through Canal and Quay.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/03/23	£306	£469	£-162	n/a	n/a	n/a	n/a	n/a
31/03/22	£639	£556	£83	£314	£3,961	£3,961	85.5	0
31/03/21	£314	£357	£-44	n/a	n/a	n/a	n/a	n/a
31/03/20	£378	£295	£83	n/a	n/a	n/a	n/a	n/a
31/03/19	£305	£315	£-11	n/a	n/a	n/a	n/a	n/a
31/03/18	£292	£259	£33	£0	£0	£0	n/a	0
31/03/17	£278	£309	£-31	£0	£0	£0	n/a	0
31/03/16	£249	£270	£-21	£0	£0	£0	n/a	0
31/03/15	£224	£190	£35	£0	£0	£0	n/a	0
31/03/14	£272	£213	£59	£0	£0	£0	n/a	0
31/03/13	£266	£268	£-2	£0	£0	£0	n/a	0
31/03/12	£260	£189	£71	£0	£0	£0	n/a	0
31/03/11	£260	£188	£73	£0	£0	£0	n/a	0
31/03/10	£249	£177	£72	£0	£0	£0	n/a	0
31/03/09	£287	£189	£98	£0	£0	£0	n/a	0
31/03/08	£271	£153	£119	£0	£0	£0	n/a	0
31/03/07	£263	£124	£139	£0	£0	£0	n/a	0
31/03/06	£248	£220	£29	£0	£0	£0	n/a	0
31/03/05	£239	£155	£84	£0	£0	£0	n/a	0
31/03/04	£212	£181	£31	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 42 years

www.exeterquay.org

howard@exetercustomhouse.co.uk

07814463298

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who's supporting 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Exeter Canal and Quay Trust
£10,000	01/04/2018	Exeter Canal and Quay Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-78

CHRISTINA LORRAINE WYSE Appointed: 2020, Occupation: Client Director Brand Strategy

COUNCILLOR ANNE MARGARET JOBSON Appointed: 2023, Occupation: Barrister

COUNCILLOR MARTYN SNOW Appointed: 2023, Occupation: Retired Civil Servant

COUNCILLOR MATTHEW WILLIAMS Appointed: 2024, Occupation: Councillor

COUNCILLOR PHILIP BIALYK Appointed: 2019, Occupation: City Councillor

COUNCILLOR RUTH WILLIAMS Appointed: 2022, Occupation: Councillor

COUNCILLOR TESSA READ Appointed: 2023, Occupation: Author And Coach

ALAN WILLIAMSON (Chair) Appointed: 1993, Occupation: Solicitor

COUNCILLOR LAURA CHARIS ADELAIDE WRIGHT Appointed: 2021, Occupation: Teacher, Other trusteeships: EXETER PHOENIX LTD, RAMM DEVELOPMENT TRUST,

JONATHON DAVID BELL Appointed: 2019, Occupation: Retired

ROGER JOHNSON Appointed: 2018, Occupation: Retired

TONY WARDLE Appointed: 2015, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 18/02/1982, number: 284163
Registered at Companies House on 17/12/1981, number: 01605020

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

20 returns made; all on time

Main office

Custom House Vistor Centre
Custom House
46 The Quay
EXETER
EX2 4AN

Objectives

THE CHARITY'S OBJECTS ARE RESTRICTED TO:1)THE PRESERVATION OF LAND, BUILDINGS, AND OTHER FEATURES OF BEAUTY OR HISTORICAL OR ARCHITECTURAL INTEREST IN OR AROUND THE EXETER CANAL AND QUAY BASIN(THE AREA).20 THE PROMOTION AND ENCOURAGEMENT OF HIGH STANDARDS OF ARCHITECTURE, BUILDING AND TOWN PLANNING AND THE PROMOTION OF CIVIC PRIDE IN THE AREA.3)THE PROMOTION AND SUPPORT OF MUSICAL, ARTISTIC, EDUCATIONAL AND OTHER CULTURAL ACTIVITIES WITHIN THE AREA.4)THE PROMOTION AND SUPPORT OF COMMUNITY PARTICIPATION IN ANY FORM OF HEALTHY RECREATION, INCLUDING WATERBORNE SPORTS IN THE AREA.5)THE EDUCATION OF THE PUBLIC ABOUT THE HISTORIC TRADE PASSING THROUGH EXETER CANAL AND QUAY AND THE PRESERVATION AND CONSERVATION OF BUILDINGS OF HISTORIC INTEREST CONNECTED WITH THAT TRADE , WHETHER OR NOT WITHIN THE AREA.

Defined Area of Benefit:

EXETER

Data Sources