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THE NORTH DEVON ATHENAEUM

Registered charity 300755 · accounts filings on the Charity Commission register

The North Devon Athenaeum provides resources and advice to the general public on local and family history within the North Devon and West Country area. The North Devon Athenaeum holds and maintains extensive collections of local and general interest books, as well as historical documents about local and family history.

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

Latest income
£61k
Latest spending
£54k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a surplus of £6,349 for the year ended 31 December 2025, increasing its unrestricted cash reserves to £40,531. The trustees report that the charity holds substantial unrestricted reserves and benefits from stable investment income, confirming adequate resources to meet obligations as they fall due. Consequently, the financial statements have been prepared on a going concern basis with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: 6–12 months of operating expenditure (held: £41k)
“The Board aims to hold free reserves equivalent to 6–12 months of operating expenditure.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The document states the South West Heritage Trust provides professional archival expertise, conservation support, curatorial guidance, and payroll services to the Athenaeum. However, no specific monetary amount for these services is disclosed in the financial statements (only a nominal £124 is listed for 'SWHT services' which may be unrelated or partial, but the text implies broader service provision). Without a clear disclosed amount for the related party transaction itself, this is noted as a relationship but the transaction amount is unclear/none in the explicit financial data.
“South West Heritage Trust, who operate the North Devon Records Office and provide professional archival expertise, conservation support, curatorial guidance, and payroll services to the Athenaeum.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

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

Trustees · trustee networks

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

Operates in: Cornwall · Devon · Dorset · Somerset

Income and spending

Financial year endIncomeSpending
31/12/2025£61k£54k
31/12/2024£60k£68k
31/12/2023£59k£60k
31/12/2022£57k£51k
31/12/2021£56k£50k

Common questions

Is THE NORTH DEVON ATHENAEUM financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a surplus of £6,349 for the year ended 31 December 2025, increasing its unrestricted cash reserves to £40,531. The trustees report that the charity holds substantial unrestricted reserves and benefits from stable investment income, confirming adequate resources to meet obligations as they fall due. Consequently, the financial statements have been prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were independently examined.