THE DEVON AND EXETER INSTITUTION

Registered charity 1172445 · accounts filings on the Charity Commission register

The advancement of public education particularly in the History, Literature and Arts of the County of Devon, City of Exeter and of the South West of England generally and particularly by the provision and maintenance of a Library, Readiong Rooms and educational facilities and the advancement of heritage by the preservation of number 7 Cathedral Close Exeter for the public benefit.

Objects

THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF PUBLIC EDUCATION PARTICULARLY IN THE HISTORY, LITERATURE AND ARTS OF THE COUNTY OF DEVON, THE CITY OF EXETER AND OF THE SOUTH WEST OF ENGLAND GENERALLY AND PARTICULARLY BY THE PROVISION AND MAINTENANCE OF A LIBRARY, READING ROOMS AND EDUCATIONAL FACILITIES AND THE ADVANCEMENT OF HERITAGE BY THE PRESERVATION OF NUMBER 7 CATHEDRAL CLOSE, EXETER, FOR THE PUBLIC BENEFIT AS A BUILDING OF HISTORIC AND ARCHITECTURAL INTEREST AND VALUE.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Arts/culture/heritage/science · Recreation · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a surplus of £113,399 for the year ended 30 June 2025, with total income of £327,561 against total expenditure of £214,162. Per the trustees' report, the charity holds £207,106 in free reserves, which is within its stated policy target of holding 2-3 times the annual operating gap. The trustees and auditors confirm the charity is a going concern with adequate resources for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Griffin Chartered Accountants. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events 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
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Volunteer management

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 30/06/2023)

Reported reserves equal ~12.7 months of spending — above the median for charities its size (median 7.1 months; benchmarks).

Per its annual return, largest income source: Charitable activities (96% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.0%) (benchmarks).

Register events

• Received assets from another charity (06/11/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (05/11/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Ben Travers
• Dr Colin Higgins
• Dr Judith Morgane · trustee of 2 other charities
• Hannah Emily Jones
• Jennifer Louise McCracken
• Prof Henry Richards French
• Ruth O'Neale
• Thomas Andrew Mark Staniford
• Timothy Mayon-White

Trustee list from the Charity Commission register (current, not historical).

Operates in: Devon

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DEVON SCHOOLS LEADERSHIP SERVICES CIO.

• DEVON SCHOOLS LEADERSHIP SERVICES CIO income £280k
• THE EXETER UNIVERSITY FOUNDATION income £352k
• COMMUNITY COUNCIL OF DEVON income £791k
• DEVON HISTORIC BUILDINGS TRUST income £386k
• EXETER CATHEDRAL income £11.1m
• EXETER CONSORTIUM CIO income £390k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.