THE POLTIMORE HOUSE TRUST
The Poltimore House Trust is dedicated to restoring Poltimore House, a unique Grade II* listed country house, to create a heritage asset for the community through education, arts, commercial and community activities.
Objects
TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF DEVON AND THE NATION AT LARGE THE BUILDING OF SPECIAL ARCHITECTURAL AND HISTORIC INTEREST KNOWN AS POLTIMORE HOUSE IN THE COUNTY OF DEVON AND ITS GROUNDS AND SETTING AND ANY ADJOINING LAND OR BUILDINGS WHICH FORMED PART OF THE POLTIMORE ESTATE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net income of £26,751 for the year ended 31 March 2025, resulting in total funds carried forward of £179,104. The trustees acknowledge that the site suffered major damage from an arson attack in April 2024 but maintain that the charity has reasonable grounds to continue operating as normal for the foreseeable future. No reserves policy target is stated in the document, and unrestricted funds stood at £98,223.
What the accounts disclose
“The creation of Branches Café, now operated as a separate company (Poltimore House Branches Café Limited), has significantly increased visitor numbers as well as providing a sustainable source of income for the Trust.”
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Volunteer management
Property (HM Land Registry)
Register events
- Received assets from another charity (22/03/2026)
Trustees
- PROFESSOR PETER TOTTERDILLchair
- Alison Shorer
- David Snell
- Mark Neville-Smith
- Rosemary Exton
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £118k | £91k |
| 31/03/2024 | £50k | £80k |
| 31/03/2023 | £132k | £115k |
| 31/03/2022 | £76k | £54k |
| 31/03/2021 | £52k | £22k |
Common questions
Is THE POLTIMORE HOUSE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net income of £26,751 for the year ended 31 March 2025, resulting in total funds carried forward of £179,104. The trustees acknowledge that the site suffered major damage from an arson attack in April 2024 but maintain that the charity has reasonable grounds to continue operating as normal for the foreseeable future. No reserves policy target is stated in the document, and unrestricted funds stood at £98,223. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 08/10/2025 | £156k | "Saving Poltimore House" |
| The National Lottery Heritage Fund | 28/06/2010 | £43k | "Poltimore House: access, interpretation, learning and archive" |