OTTERY HELP SCHEME

Charity number: 1150898
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We work closely with our local community to provide transport for medical appointments, a wide range of activity groups that focus on enhancing wellbeing and building social connections, as well as home-based services e.g. befriending, sitters for carers and practical support such as nail cutting. Our office is an information hub for our community about a range of local support services.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £229,765
Total expenditure: £235,934

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Devon

Governance

Registration history:
  • 20 February 2013: Standard registration
  • 23 April 2014: Funds received from 1092189 THE OTTERY ST MARY & DISTRICT HELP SCHEME
Organisation type:
Charitable company
Other names:

No other names

Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jill Mary Dudding Chair 03 November 2017
DEVON MEMORY CAFE CONSORTIUM
Received: On time
ELIZABETH TAPPER Trustee 12 September 2025
OTTERY CHURCH CORPORATION
Received: On time
Jillian Dorothy Read-Brown Trustee 10 April 2025
None on record
Paul Edwin Shingler Trustee 19 April 2023
None on record
Michael Joseph Hopkins Trustee 18 October 2021
ROTARY CLUB OF OTTER VALLEY TRUST FUND
Received: On time
David Charles Gurney Trustee 06 April 2020
None on record
Judith Mary Reynolds Trustee 28 September 2015
None on record
Christopher Highnam Trustee 16 April 2013
ROTARY CLUB OF OTTER VALLEY TRUST FUND
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £102.17k £146.65k £191.73k £267.27k £229.77k
Total expenditure £76.97k £113.43k £154.53k £197.29k £235.93k
Income from government contracts £14.75k N/A £0 N/A N/A
Income from government grants £32.17k £12.13k £26.68k £21.62k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 07 January 2026 On time
Accounts and TAR 31 March 2025 07 January 2026 On time Download Open in new window
Annual return 31 March 2024 04 November 2024 On time
Accounts and TAR 31 March 2024 04 November 2024 On time Download Open in new window
Annual return 31 March 2023 15 January 2024 On time
Accounts and TAR 31 March 2023 15 January 2024 On time Download Open in new window
Annual return 31 March 2022 11 January 2023 On time
Accounts and TAR 31 March 2022 11 January 2023 On time Download Open in new window
Annual return 31 March 2021 21 January 2022 On time
Accounts and TAR 31 March 2021 21 January 2022 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Ottery Help Scheme
11 Silver Street
Ottery St Mary
EX11 1DB
Phone:
01404813041