Exeter Homes Trust (aka Almshouse Branch)
iSource and licenceOfficial record from the Charity Commission register for England and Wales. Governance Register calculates the connections.Register edition compiled 25 October 2026.Anything added by an organisation or person is labelled as provided by them.Contains public sector information licensed under the Open Government Licence v3.0.How we handle dataIncome
£986k
▲ 8.5% on 2024
Expenditure
£1m
▲ 2.7% on 2024
Reserves
£194k
▲ 48.8% on 2024
Reserves last
2 months
same as 2024
Spent on charitable work
99%
same as 2024
Trustees
N/A
Not reported
Staff
6
no change on 2024
Volunteers
N/A
Not reported
Overview
Exeter Homes Trust's network
0 people2 organisationsiNo named people on the board (corporate trustee). 2 organisations share a board member with this charity.The large node is Exeter Homes Trust. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.The board
1 corporate trusteeiThis charity's trustee is an organisation. The individual governors or directors sit on that body and are not named on the Charity Commission register.A registered charity or Companies House company is linked only where its full name matches the trustee's name exactly. These links are marked likely because the register gives no number to confirm them.Current trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since |
|---|---|---|
| Exeter Homes Trust Limited Corporate trustee | Trustee | 2017 |
Board
The board
1 corporate trusteeiThis charity's trustee is an organisation. The individual governors or directors sit on that body and are not named on the Charity Commission register.A registered charity or Companies House company is linked only where its full name matches the trustee's name exactly. These links are marked likely because the register gives no number to confirm them.Current trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since |
|---|---|---|
| Exeter Homes Trust Limited Corporate trustee | Trustee | 2017 |
Board analysis
Health of the organisation facts side by side - the conclusion is yours
Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
incomespending£909k latest income
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.
1.6 months of spending held in free reserves · median for charities its size: 4.0 months · was 2.9 in 2020
6 from 8 in 2020
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.
Network
Network
iThe large node is Exeter Homes Trust. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.This charity is run by a corporate trustee (Exeter Homes Trust Limited), so there are no named people to map.
Most connected
Working out who is most connected...
Finances
6 financial years held, 2020 to 2025, years ending 31 December.
Income and expenditure
6 years · years end 31 DecemberiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Totals | ||||||
| Total income | £693.26k | £838.12k | £831.74k | £921.52k | £908.65k | £985.65k |
| Total expenditure | £1.02m | £579.61k | £695.95k | £743.79k | £990.91k | £1.02m |
| Government income | ||||||
| Government contracts | Not reported | Not reported | Not reported | Not reported | Not reported | Not reported |
| Government grants | £210.00k | Not reported | Not reported | £542.39k | £723.19k | £180.80k |
| Income by source | ||||||
| Donations and legacies | £0 | £0 | £0 | £65.40k | £1.09k | £1 |
| Legaciespart of donations and legacies | £0 | £0 | £0 | £65.40k | £1.09k | £0 |
| Charitable activities | £684.01k | £827.73k | £818.62k | £829.93k | £889.23k | £927.35k |
| Other trading activities | £379 | £380 | £377 | £377 | £4.85k | £1.05k |
| Investments | £8.88k | £10.02k | £12.75k | £25.82k | £13.49k | £11.89k |
| Endowments | £0 | £0 | £0 | £0 | £0 | £0 |
| Other income | £0 | £0 | £0 | £0 | £0 | £45.36k |
| Expenditure by type | ||||||
| Charitable activities | £1.02m | £575.16k | £691.34k | £739.24k | £986.01k | £1.01m |
| Raising funds | £3.95k | £4.45k | £4.61k | £4.55k | £4.90k | £5.38k |
| Grants to institutionspart of charitable activities | £0 | £0 | £0 | £0 | £0 | £0 |
| Governance | £0 | £0 | £0 | £0 | £0 | £0 |
| Investment management | £2.48k | £2.79k | £2.86k | £2.85k | £3.07k | £3.20k |
| Other expenditure | £0 | £0 | £0 | £0 | £0 | £0 |
Definitions
- Total income
- Everything the charity received in the year, from all sources, as shown on its annual return.
- Total expenditure
- Everything the charity spent in the year.
- Government contracts
- Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
- Government grants
- Grants received from central or local government or other public bodies, as declared.
- Donations and legacies
- Gifts and donations, including Gift Aid, and money left to the charity in wills.
- Legacies
- Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
- Charitable activities (income)
- Income earned by doing the charity's work, such as fees and contracts for services.
- Other trading activities
- Fundraising trading, such as charity shops, events and sponsorship.
- Investments
- Dividends, interest and rent from the charity's investments.
- Endowments
- New endowment funds received in the year.
- Charitable activities (expenditure)
- Spending on the charity's purposes, including any grants it makes.
- Raising funds
- The cost of fundraising and trading.
- Grants to institutions
- Grants paid to other organisations. Part of spending on charitable activities.
- Governance
- The cost of running the charity as an organisation, such as the audit and trustee meetings.
- Investment management
- The cost of managing the charity's investments.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0. The register shows a rolling five years, so years it no longer shows come from older copies we hold: 2020 from the register extract of 4 October 2026.
Assets and liabilities
6 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Own use assets | £9.59m | £9.46m | £9.28m | £10.29m | £11.85m | £12.30m |
| Long-term investments | £364.55k | £400.75k | £364.05k | £416.63k | £445.15k | £478.53k |
| Other assets | £405.74k | £693.89k | £941.53k | £683.76k | £455.80k | £436.82k |
| Defined benefit pension schemea minus figure is a deficit | £0 | £0 | £0 | £0 | £0 | £0 |
| Total liabilities | £2.09m | £1.99m | £1.92m | £2.53m | £3.95m | £4.41m |
| Net assetsassets minus liabilities | £8.27m | £8.56m | £8.66m | £8.86m | £8.80m | £8.80m |
Definitions
- Own use assets
- Land, buildings, equipment and other fixed assets the charity uses for its work.
- Long-term investments
- Investments held for the long term, such as shares, bonds or property let to others.
- Other assets
- Current assets: cash, money owed to the charity and short-term investments.
- Defined benefit pension scheme
- The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
- Total liabilities
- What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
- Net assets
- Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0. The register shows a rolling five years, so years it no longer shows come from older copies we hold: 2020 from the register extract of 4 October 2026.
Funds and reserves
6 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Unrestricted funds | £1.68m | £2.14m | £2.49m | £2.90m | £3.30m | £3.61m |
| Restricted funds | £6.59m | £6.42m | £6.18m | £5.96m | £5.49m | £5.19m |
| Endowment funds | £0 | £0 | £0 | £0 | £0 | £0 |
| Total funds | £8.27m | £8.56m | £8.66m | £8.86m | £8.80m | £8.80m |
| Reservesas declared by the charity | £245.68k | £583.17k | £791.53k | £499.24k | £130.43k | £194.08k |
| Assets besides buildingsinvestments, cash and money owed to it, before debts | £770.29k | £1.09m | £1.31m | £1.10m | £900.95k | £915.35k |
Definitions
- Unrestricted funds
- Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
- Restricted funds
- Money that must be spent on particular purposes set by the donor or the terms of an appeal.
- Endowment funds
- Capital the charity must keep, either permanently or until the terms allow it to be spent.
- Total funds
- All funds together. Equal to net assets.
- Reserves
- The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
- Assets besides buildings
- Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0. The register shows a rolling five years, so years it no longer shows come from older copies we hold: 2020 from the register extract of 4 October 2026.
Accounts and annual returns
Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Reporting up to date
Every annual return and set of accounts arrived on time for 6 years.
The Charity Commission register said “Charity reporting is up to date (on time)” when we last checked, on 31 October 2026.
| Year ending | Due by | Annual return | Accounts | Status | Documents |
|---|---|---|---|---|---|
| 31 December 2025 | 31 October 2026 | 7 October 2026 | 7 October 2026 | On time | Accounts (opens in a new tab)Charity Commission, PDF |
| 31 December 2024 | 31 October 2025 | 17 September 2025 | 17 September 2025 | On time | Accounts (opens in a new tab)Charity Commission, PDF |
| 31 December 2023 | 31 October 2024 | 18 October 2024 | 18 October 2024 | On time | Accounts (opens in a new tab)Charity Commission, PDF |
| 31 December 2022 | 31 October 2023 | 10 October 2023 | 10 October 2023 | On time | Accounts (opens in a new tab)Charity Commission, PDF |
| 31 December 2021 | 31 October 2022 | 22 June 2022 | 22 June 2022 | On time | Accounts (opens in a new tab)Charity Commission, PDF |
| 31 December 2020 | 31 October 2021 | 21 June 2021 | 21 June 2021 | On time | None online |
Definitions
- Annual return
- The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
- Accounts
- The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
- On time
- Received on or before the due date.
- Late
- Received after the due date. The number of days is counted from the due date.
- Overdue
- Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
- Qualified accounts
- The auditor or examiner raised a reservation about the accounts.
Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register. Days late and overdue are worked out from the dates, as of 7 November 2026.
About
Purposes and governing document
Register page (opens in a new tab)Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.
THE
- (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.
What it does
Who it helps
How it helps
- Where it operates
- Local authority: Devon
- Area of benefit
- THE
AREA OF BENEFIT MEANS THE AREA FALLING WITHIN A FIFTEEN MILE RADIUS FROM THE GUILDHALL, HIGH STREET, EXETER. as filed - Governing document
- 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 as filed - Register history
- 18 March 1965Registered
- 1 February 2013Received assets from another charity
- 1 February 2013Received assets from another charity
- 1 February 2013Received assets from another charity
- 1 February 2013Received assets from another charity
- 1 February 2013Received assets from another charity
- Working name
- Almshouse Branch
- Previous names
- Exeter Municipal Charities, Exeter Municipal Charity
Policies the charity says it has
Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), Open Government Licence v3.0.
About
- Website
- www.exeterhomestrust.com (opens in a new tab)
- Registered
- 1965