Finance Score: -2

Governance Score: -5

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
All male board: -3

Large volunteers +5

Overall GiG Score: -2

ROTARY CLUB OF OTTER VALLEY TRUST FUND

To apply both capital and income of the trust fund to and for the relief of the poor and needy or for such other charitable purpose, institution, society or object as the rotary club of Otter Valley in duly constituted meeting shall from time to time direct.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£21	£28	£-7	n/a	n/a	n/a	n/a	n/a	50
30/06/22		£35	£33	£3	n/a	n/a	n/a	n/a	n/a	60
30/06/21		£9	£8	£1	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£18	£21	£-4	n/a	n/a	n/a	n/a	n/a	50
30/06/19		£23	£27	£-5	n/a	n/a	n/a	n/a	n/a	32
30/06/18		£15	£18	£-3	£0	£0	£0	n/a	0	0
30/06/17		£27	£25	£2	£0	£0	£0	n/a	0	0
30/06/16		£22	£20	£2	£0	£0	£0	n/a	0	0
30/06/15		£26	£23	£3	£0	£0	£0	n/a	0	0
30/06/14		£18	£21	£-2	£0	£0	£0	n/a	0	0
30/06/13		£29	£26	£3	£0	£0	£0	n/a	0	0
30/06/12		£19	£18	£0	£0	£0	£0	n/a	0	0
30/06/11		£41	£46	£-5	£0	£0	£0	n/a	0	0
30/06/10		£30	£22	£7	£0	£0	£0	n/a	0	0
30/06/09		£22	£23	£0	£0	£0	£0	n/a	0	0
30/06/08		£16	£19	£-3	£0	£0	£0	n/a	0	0
30/06/07		£14	£10	£5	£0	£0	£0	n/a	0	0
30/06/06	*	£28	£27	£0	£0	£0	£0	n/a	0	0
30/06/05	*	£19	£18	£1	£0	£0	£0	n/a	0	0
30/06/04		£7	£5	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 31 years

paul.shingler@btinternet.com

01404811384

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

JOHN BARRIE JONES Appointed: 2023

KENNETH CHUN Appointed: 2020

MICHAEL JOSEPH HOPKINS Appointed: 2020, Other trusteeship: OTTERY HELP SCHEME,

PAUL EDWIN SHINGLER Appointed: 2017, Other trusteeship: OTTERY HELP SCHEME,

Legal constitution

Charity registered in England & Wales on 06/09/1993, number: 1025672

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

20 returns made; AR06: 297 days late, AR05: 663 days late,

Recent reorganisation events:

Asset transfer in from ROTARY CLUB OF SID VALLEY TRUST FUND on 24/06/2020

Main office

Downside
Hawkins Lane
West Hill
OTTERY ST. MARY
EX11 1XG

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

IN PRACTICE OTTERY ST MARY, EAST DEVON

Data Sources