THE OTTERY ST MARY HERITAGE SOCIETY CIO

Charity number: 1179598
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To educate the public in the geography, history, natural history and architecture of Ottery St Mary, Devon. To assist in the conservation, protection, development and improvement of features of historic or public interest in Ottery St Mary. To collect, conserve, document, display & make available for research, records & items in our museum, at public display locations & online as appropriate.

Income and expenditure

Data for financial year ending 30 April 2024

Total income: £7,221
Total expenditure: £10,999

People

9 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

No information available

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:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Devon

Governance

Registration history:
  • 20 August 2018: CIO registration
  • 07 January 2021: Funds received from 1087086 THE OTTERY ST MARY HERITAGE SOCIETY
Organisation type:
CIO
Other names:
  • THE OTTERY ST MARY HERITAGE SOCIETY (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Venner Trustee 28 November 2024
None on record
Alayne Pullman Trustee 28 November 2024
None on record
Dr Joanne Lee Smith Trustee 28 November 2024
None on record
Peter Rickard Shrubsall Trustee 17 September 2024
None on record
Professor Richard John Wakeman FREng Trustee 19 September 2023
None on record
Lynda Susan Murlewski Trustee 19 September 2023
None on record
COLIN ROY CLARK Trustee 19 September 2023
None on record
Anne Edwards Trustee 20 September 2022
None on record
Arthur Roger Giles Trustee 20 September 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Total gross income £47.43k £56.85k £5.30k £4.92k £7.22k
Total expenditure £51.31k £56.62k £12.77k £10.99k £11.00k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £10.00k £2.68k N/A 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 30 April 2024 03 December 2024 On Time
Accounts and TAR 30 April 2024 03 December 2024 On Time Download Open in new window
Annual return 30 April 2023 22 February 2024 On Time
Accounts and TAR 30 April 2023 22 February 2024 On Time Download Open in new window
Annual return 30 April 2022 04 February 2023 On Time
Accounts and TAR 30 April 2022 04 February 2023 On Time Download Open in new window
Annual return 30 April 2021 22 January 2022 On Time
Accounts and TAR 30 April 2021 22 January 2022 On Time Download Open in new window
Annual return 30 April 2020 06 January 2021 On Time
Accounts and TAR 30 April 2020 06 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - ASSOCIATION Registered 20 Aug 2018 as amended on 27 Sep 2021

Charitable objects

1. To educate the public in the geography, history, natural history and architecture of Ottery St Mary, Devon (the area of benefit) 2. To contribute to the conservation, protection, development and improvement of features of historic or public interest (in the area of benefit) 3. To collect, conserve, document, and where possible contextualise, display and/or make available for research and public enjoyment, artefacts, records or other items in our museum, at other public display locations and online as appropriate.

Contact information

Address:
The Ottery St Mary Heritage Society
The Old Town Hall
The Flexton
OTTERY ST MARY
Devon
EX11 1DJ
Phone:
01404813181
Email:
otteryheritage@gmail.com
Website:

www.otteryheritage.org.uk Open in new window