Finance Score: 0

Governance Score: 4

Support Score: 7

No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 11

OTTERY HELP SCHEME

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.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23	£192	£155	£37	n/a	n/a	n/a	n/a	n/a	120
31/03/22	£147	£113	£33	n/a	n/a	n/a	n/a	n/a	120
31/03/21	£102	£77	£25	n/a	n/a	n/a	n/a	n/a	120
31/03/20	£124	£111	£13	n/a	n/a	n/a	n/a	n/a	120
31/03/19	£184	£87	£97	n/a	n/a	n/a	n/a	n/a	110
31/03/18	£88	£142	£-54	£0	£0	£0	n/a	0	0
31/03/17	£70	£67	£2	£0	£0	£0	n/a	0	0
31/03/16	£76	£64	£13	£0	£0	£0	n/a	0	0
31/03/15	£69	£75	£-6	£0	£0	£0	n/a	0	0
31/03/14	£83	£66	£17	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.otteryhelpscheme.org.uk

info@otteryhelpscheme.org.uk

01404813041

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Social clubs and similar

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
120 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - Grant to Ottery Help Scheme
£4,672	18/07/2023	To provide targeted support for Ottery Self Help's acutely vulnerable users.
DCMS - Coronavirus Community Support Fund
£9,864	18/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Devon Community Foundation - COVID19 Response
£2,364	12/05/2020	Grant to Ottery Help Scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 65-82

CHRIS HIGHNAM Appointed: 2013, Occupation: Retired

SARAH ELIZABETH HUGHES Appointed: 2023, Occupation: Retired

SUSAN MARGARET BINT Appointed: 2023, Occupation: Retired

DAVID CHARLES GURNEY Appointed: 2020, Occupation: Retired

JILL MARY DUDDING (Chair) Appointed: 2017, Occupation: Retired

JUDITH MARY REYNOLDS Appointed: 2015, Occupation: Retired

MICHAEL JOSEPH HOPKINS Appointed: 2021, Occupation: Retired, Other trusteeship: ROTARY CLUB OF OTTER VALLEY TRUST FUND,

PAUL EDWIN SHINGLER Appointed: 2023, Occupation: Retired, Other trusteeship: ROTARY CLUB OF OTTER VALLEY TRUST FUND,

Legal constitution

Charitable company registered in England & Wales on 20/02/2013, number: 1150898
Registered at Companies House on 10/01/2013, number: 08354771

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Main office

Ottery Help Scheme
11 Silver Street
Ottery St Mary
EX11 1DB

Objectives

TO RELIEVE SICKNESS AND TO PRESERVE THE HEALTH OF THE PATIENTS IN OTTERY ST MARY, DEVON AND SURROUNDING AREA BY PROVIDING OR ASSISTING WITH THE PROVISION OF EQUIPMENT, FACILITIES AND SERVICES NOT NORMALLY PROVIDED BY THE STATUTORY AUTHORITIES.

Data Sources