Finance Score: -2

Governance Score: 1

Support Score: 3

Deficit latest year: -2
No PartB

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

Grant maker support: +3

Overall GiG Score: 2

THE OTTERHEAD ESTATE TRUST COMPANY LIMITED

To promote for the benefit of the public the conservation, protection and improvement of the physical and natural environment and to enhance the natural beauty and amenity of the Otterhead Estate. To advance the education of the public in the conservation, protection and improvement of the physical and natural environment of the Otter head Estate and its flora and fauna.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

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
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/01/23	£8,078	£11,197	£-3,119
31/01/22	£20,485	£2,141	£18,344
31/01/21	£2,270	£5,397	£-3,127

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Highest pay bracket: less than £60,000

Established: 4 years
(18 years as a company)

otterheadestate@aol.com

0129733944

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Somerset,

Who it helps

The General Public/Mankind

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.

Major supporters in last 5 years

Garfield Weston Foundation	£5,000
Devon Community Foundation	£3,000
Somerset Community Foundation	£2,600

Specific Donations

Amount	When Months	To be used for
Somerset Community Foundation - Improving footpaths and fencing at a green space in the Blackdown Hills
£600	14/06/2022	Improving footpaths and fencing at a green space in the Blackdown Hills
Somerset Community Foundation - Path repairs and felling trees with ash dieback
£2,000	03/05/2022	Path repairs and felling trees with ash dieback
Garfield Weston Foundation - Main Grants award
£5,000	16/07/2021	Otterhead Micro Hydro Electricity
Devon Community Foundation - Otterhead Micro Hydro Electricity
£3,000	12/05/2021 0	contributing to the installation of a hydro electricity generation system to the Coach House, enhancing the local ecology and use of the building for the community
Somerset Community Foundation - Otterhead Pico Hydro
£2,500	21/11/2018 2	Hydroelectric scheme to provide a permanent supply of electricity to Otterhead Forest School.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-77

JOHN MARTIN GODSMARK (Chair) Appointed: 2020, Occupation: Retired

NIGEL ROBERT SHEEN GRIFFITHS Appointed: 2020, Occupation: Self Employed

ELIZABETH BEATRICE STONEX Appointed: 2006, Occupation: Garden Design, Other trusteeship: AXE VALE FESTIVAL LIMITED,

Legal constitution

Charitable company registered in England & Wales on 17/09/2020, number: 1191340
Registered at Companies House on 17/01/2006, number: 05678234

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Volunteer management

Filing Record

3 returns made; all on time

Main office

HIGHCROFT
WHITFORD ROAD
KILMINGTON
AXMINSTER
EX13 7RG

Objectives

THE CHARITY'S OBJECTS (THE OBJECTS) ARE:(1) TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND TO ENHANCE THE NATURAL BEAUTY AND AMENITY OF THE OTTERHEAD ESTATE;(2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF THE OTTERHEAD ESTATE AND ITS FLORA AND FAUNA.

Data Sources