01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 18 March 1965
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £908,654
- Latest expenditure
- £990,911
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 6 Southernhay West, Exeter, EX1 1JG
Website recorded by the regulator: www.exeterhomestrust.com (displayed as text)
02 Activities
What the charity does
Provision of housing for people who in the judgement of the Trustees are of limited means financially, who are aged 55 and over and who live or have lived in Exeter or within a 10 mile radius, although exceptionally the Trustees may appoint a person living outside the area of benefit but otherwise qualified.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 17 September 2025
- Date Accounts Received
- 17 September 2025
- Total Gross Income
- £908,654
- Total Gross Expenditure
- £990,911
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 18 October 2024
- Date Accounts Received
- 18 October 2024
- Total Gross Income
- £921,522
- Total Gross Expenditure
- £743,793
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 10 October 2023
- Date Accounts Received
- 10 October 2023
- Total Gross Income
- £831,744
- Total Gross Expenditure
- £695,951
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 22 June 2022
- Date Accounts Received
- 22 June 2022
- Total Gross Income
- £838,122
- Total Gross Expenditure
- £579,611
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 31 October 2021
- Date Annual Return Received
- 21 June 2021
- Date Accounts Received
- 21 June 2021
- Total Gross Income
- £693,260
- Total Gross Expenditure
- £1,023,713
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 17 September 2025
- Total Gross Income
- £908,654
- Total Gross Expenditure
- £990,911
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £723,188
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 18 October 2024
- Total Gross Income
- £921,522
- Total Gross Expenditure
- £743,793
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £542,392
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 10 October 2023
- Total Gross Income
- £831,744
- Total Gross Expenditure
- £695,951
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 22 June 2022
- Total Gross Income
- £838,122
- Total Gross Expenditure
- £579,611
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 21 June 2021
- Total Gross Income
- £693,260
- Total Gross Expenditure
- £1,023,713
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £210,000
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 17 September 2025
- Income Donations And Legacies
- 1094
- Income Other Trading Activities
- 4846
- Income Charitable Activities
- 889228
- Income Investments
- 13486
- Income Other
- 0
- Income Total Income And Endowments
- 908654
- Income Legacies
- 1094
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,897
- Expenditure Charitable Expenditure
- £986,014
- Expenditure Other
- 0
- Expenditure Total
- 990911
- Expenditure Investment Management
- 3074
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 1823
- Expenditure Depreciation
- 231099
- Gain Loss Investment
- 17459
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £130,434
- Assets Total Fixed
- 12295980
- Assets Own Use
- 11850831
- Assets Long Term Investment
- 445149
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £455,796
- Assets Total Liabilities
- £3,954,574
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,797,202
- Creditors One Year Total Current
- 325363
- Creditors Falling Due After One Year
- 3629211
- Assets Cash
- £409,304
- Funds Endowment
- 0
- Funds Unrestricted
- 3304087
- Funds Restricted
- 5493115
- Funds Total
- 8797202
- Count Employees
- 6
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 18 October 2024
- Income Donations And Legacies
- 65401
- Income Other Trading Activities
- 377
- Income Charitable Activities
- 829928
- Income Investments
- 25816
- Income Other
- 0
- Income Total Income And Endowments
- 921522
- Income Legacies
- 65401
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,549
- Expenditure Charitable Expenditure
- £739,244
- Expenditure Other
- 0
- Expenditure Total
- 743793
- Expenditure Investment Management
- 2845
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 1704
- Expenditure Depreciation
- 210929
- Gain Loss Investment
- 20437
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £499,239
- Assets Total Fixed
- 10709130
- Assets Own Use
- 10292503
- Assets Long Term Investment
- 416627
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £683,757
- Assets Total Liabilities
- £2,530,887
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,862,000
- Creditors One Year Total Current
- 184518
- Creditors Falling Due After One Year
- 2346369
- Assets Cash
- £646,735
- Funds Endowment
- 0
- Funds Unrestricted
- 2897473
- Funds Restricted
- 5964527
- Funds Total
- 8862000
- Count Employees
- 6
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 10 October 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 377
- Income Charitable Activities
- 818615
- Income Investments
- 12752
- Income Other
- 0
- Income Total Income And Endowments
- 831744
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,608
- Expenditure Charitable Expenditure
- £691,343
- Expenditure Other
- 0
- Expenditure Total
- 695951
- Expenditure Investment Management
- 2856
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 175220
- Expenditure Depreciation
- 211286
- Gain Loss Investment
- -35240
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £791,527
- Assets Total Fixed
- 9641622
- Assets Own Use
- 9277576
- Assets Long Term Investment
- 364046
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £941,527
- Assets Total Liabilities
- £1,919,315
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,663,834
- Creditors One Year Total Current
- 77425
- Creditors Falling Due After One Year
- 1841890
- Assets Cash
- £909,576
- Funds Endowment
- 0
- Funds Unrestricted
- 2486540
- Funds Restricted
- 6177294
- Funds Total
- 8663834
- Count Employees
- 6
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 22 June 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 380
- Income Charitable Activities
- 827725
- Income Investments
- 10017
- Income Other
- 0
- Income Total Income And Endowments
- 838122
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,454
- Expenditure Charitable Expenditure
- £575,157
- Expenditure Other
- 0
- Expenditure Total
- 579611
- Expenditure Investment Management
- 2792
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 165614
- Expenditure Depreciation
- 210865
- Gain Loss Investment
- 37518
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £583,174
- Assets Total Fixed
- 9861225
- Assets Own Use
- 9460472
- Assets Long Term Investment
- 400753
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £693,886
- Assets Total Liabilities
- £1,991,830
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,563,281
- Creditors One Year Total Current
- 110712
- Creditors Falling Due After One Year
- 1881118
- Assets Cash
- £670,225
- Funds Endowment
- 0
- Funds Unrestricted
- 2140218
- Funds Restricted
- 6423063
- Funds Total
- 8563281
- Count Employees
- 8
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 21 June 2021
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 379
- Income Charitable Activities
- 684005
- Income Investments
- 8876
- Income Other
- 0
- Income Total Income And Endowments
- 693260
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,948
- Expenditure Charitable Expenditure
- £1,019,765
- Expenditure Other
- 0
- Expenditure Total
- 1023713
- Expenditure Investment Management
- 2476
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 147171
- Expenditure Depreciation
- 202091
- Gain Loss Investment
- -21790
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £245,675
- Assets Total Fixed
- 9951354
- Assets Own Use
- 9586807
- Assets Long Term Investment
- 364547
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £405,742
- Assets Total Liabilities
- £2,089,841
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,267,255
- Creditors One Year Total Current
- 160067
- Creditors Falling Due After One Year
- 1929774
- Assets Cash
- £374,247
- Funds Endowment
- 0
- Funds Unrestricted
- 1676886
- Funds Restricted
- 6590369
- Funds Total
- 8267255
- Count Employees
- 8
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Devon
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
08 Official extract
Charity Event History
- Charity Name
- EXETER HOMES TRUST
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2013-02-01T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 814
- Charity Name
- EXETER HOMES TRUST
- Charity Event Order
- 5
- Event Type
- Asset transfer in
- Date Of Event
- 2013-02-01T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 805
- Charity Name
- EXETER HOMES TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2013-02-01T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 815
- Charity Name
- EXETER HOMES TRUST
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2013-02-01T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 806
- Charity Name
- EXETER HOMES TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1965-03-18T00:00:00
- Charity Name
- EXETER HOMES TRUST
- Charity Event Order
- 6
- Event Type
- Asset transfer in
- Date Of Event
- 2013-02-01T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 231100
09 Official extract
Charity Governing Document
- Governing Document Description
- SCHEME DATED 01/02/2013AS AMENDED BY SCHEME DATED 02 FEB 2017AS AMENDED BY RESOLUTION DATED 01 DEC 2016 AS AMENDED ON 17 OCT 2019AS AMENDED BY RESOLUTION DATED 12 SEP 2024
- Charitable Objects
- THE OBJECTS OF THE CHARITY ARE:(1) THE RELIEF OF POVERTY BY THE PROVISION OF HOUSING ACCOMMODATION FOR ALMSHOUSE BENEFICIARIES;(2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE;(3)SUBJECT TO THE PROVISIONS OF CLAUSE 5 (POWER TO DISPOSE OF AND REPLACE PURPOSE PROPERTY), THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY.
- Area Of Benefit
- THE AREA OF BENEFIT MEANS THE AREA FALLING WITHIN A FIFTEEN MILE RADIUS FROM THE GUILDHALL, HIGH STREET, EXETER.
10 Official extract
Charity Other Names
- Charity Name Id
- 189474
- Charity Name Type
- Previous name
- Charity Name
- EXETER MUNICIPAL CHARITIES
- Charity Name Id
- 530196
- Charity Name Type
- Previous name
- Charity Name
- EXETER MUNICIPAL CHARITY
- Charity Name Id
- 189456
- Charity Name Type
- Working name
- Charity Name
- ALMSHOUSE BRANCH
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Homes England
12 Official extract
Charity Policy
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Paying staff
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Risk management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Financial reserves policy and procedures