EXETER HISTORIC BUILDINGS TRUST
Preservation of Buildings of Historical & Architectural interest in and around and for the benefit of the City of Exeter.
Objects
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.
Financial health, per its FY2025 accounts
The accounts state that the charity made a surplus of £6,359 for the year ended 31 March 2025, following a deficit in the previous year. Total unrestricted reserves stood at £163,763, which is above the trustees' stated target of £30,000. The trustees confirmed adequate resources to continue in operational existence on a going concern basis.
What the accounts disclose
“Government grants 72,862” — page 15
“The Trustees have determined that a reserve of £21,000 is appropriate plus approximately 6 months rental income of £9,000, so the target reserve is £30,000.”
Policies the charity declares
- 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
- 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
Property (HM Land Registry)
Trustees
- Dr Clare Lorna Maudling
- Dr James Gordon Clark
- Josephine Victoria Sinclair
- LORRAINE CELIA ARRELL
- Nicholas Scott
- RICHARD WILLIAM PARKER
- ROBERT PAUL CHANT
- Sandra Ann Ellison
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £131k | £124k |
| 31/03/2024 | £140k | £166k |
| 31/03/2023 | £160k | £195k |
| 31/03/2022 | £164k | £147k |
| 31/03/2021 | £211k | £135k |
Common questions
Is EXETER HISTORIC BUILDINGS TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity made a surplus of £6,359 for the year ended 31 March 2025, following a deficit in the previous year. Total unrestricted reserves stood at £163,763, which is above the trustees' stated target of £30,000. The trustees confirmed adequate resources to continue in operational existence on a going concern basis. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 09/11/2022 | £10k | "Exeter Heritage Volunteers" |
| The National Lottery Heritage Fund | 09/06/2021 | £250k | "Building the future, conserving the past – establishing St NicholasÂ’ Priory as a community hub" |
| The National Lottery Heritage Fund | 29/06/2020 | £43k | "COVID19: Exeter Historic Buildings Trust" |
| The National Lottery Heritage Fund | 13/06/2018 | £113k | "Developing the Resilience of St Nicholas' Priory" |
| The National Lottery Heritage Fund | 14/09/2016 | £7k | "St Nicholas Priory Transfer to Exeter Historic Buildings Trust (EHBT)" |
| The National Lottery Heritage Fund | 10/03/2015 | £8k | "Monks in the refectory of St Nicholas Priory, Exeter" |
| The National Lottery Heritage Fund | 20/11/1997 | £578k | "21 the Mint, Exeter" |