Finance Score: -10
Governance Score: 5
Support Score: 0
  • Dormant: -10
  • No PartB
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -5 ?

THE EXETER DIOCESAN TRUST

THE SOLE ACTIVITY OF THE EXETER DIOCESAN TRUST IS THAT OF CUSTODIAN TRUSTEE AND/OR MANAGING TRUSTEE OF TRUSTS HELD IN ITS NAME
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • This charity appears to be dormant

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
31/12/23£0£0£0
31/12/22*£0£0£0
31/12/21£0£0£0
31/12/20£0£0£0
31/12/19£0£0£0
31/12/18£0£0£0
31/12/17£0£0£0
31/12/16£0£0£0
31/12/15£0£0£0
31/12/14£0£0£0
31/12/13£0£0£0
31/12/12£0£0£0
31/12/11£0£0£0
31/12/10£0£0£0
31/12/09£0£0£0
31/12/08£0£0£0
31/12/07£0£0£0
31/12/06£0£0£0
31/12/05£0£0£0
31/12/04£0£0£0

Highest pay bracket: less than £60,000
Established: 62 years
(108 years as a company)

michelle.clark@exeter.anglican.org

01392294926

Charity Commission for England and WalesCompanies House
This Charity appears to be dormant
Listed activities
  • Religious Activities
GiG Classification
  • Other congregations
How it operates
  • Acts as an umbrella or resource body
Where it operates
  • Devon, Plymouth City, Torbay,
Who it helps
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

Age Range of Trustees: 50-75
  • ANNIE PENELOPE JEFFERIES Appointed: 2019, Occupation: Retired Chartered Physiotherapist
  • DAVID NIGEL PRICE Appointed: 2023, Occupation: Chartered Accountant
  • MR G FRAMPTON Appointed: 2015, Occupation: Chartered Accountant
  • REV EDWARD QUINCEY HOBBS Appointed: 2020, Occupation: Clerk In Holy Orders
  • REV JANE JUDITH BAKKER Appointed: 2023, Occupation: Clerk In Holy Orders
  • REV MICHAEL JOHN PARTRIDGE Appointed: 2013, Occupation: Clerk In Holy Orders
  • REV SAMANTHA MARY STAYTE Appointed: 2024, Occupation: Clerk In Holy Orders
  • THE VERY REVD JONATHAN GREENER Appointed: 2017, Occupation: Dean Of Exeter
  • THE RIGHT REVEREND JAMES EMERSON GRIER Appointed: 2022, Occupation: Clerk In Holy Orders
  • THE RT REV JACKIE SEARLE Appointed: 2019
  • THE VENERABLE ANDREW MARK BEANE Appointed: 2019, Occupation: Clerk In Holy Orders
  • THE VENERABLE DOUGLAS JAMES DETTMER, Occupation: Clerk In Holy Orders
  • THE VENERABLE VERENA BREED Appointed: 2021, Occupation: Clerk In Holy Orders
Legal constitution
  • Charitable company registered in England & Wales on 30/11/1962, number: 207014
  • Registered at Companies House on 29/06/1916, number: 00144227
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; AR22: 4 days late,
Main office

EXETER DIOCESAN TRUST
THE OLD DEANERY
THE CLOISTERS
CATHEDRAL CLOSE
EXETER
EX1 1HS

Objectives

TO ASSIST AND PROMOTE THE WORK OF THE CHURCH OF ENGLAND IN THE DIOCESE OF EXETER AND IN ANY OTHER DIOCESE ASSOCIATED WITH THE SOCIETY

Defined Area of Benefit:

DIOCESE OF EXETER AND ELSEWHERE

Data Sources

Charity Commission for England and Wales

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great