OTTERY HELP SCHEME — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 20 February 2013
Removed: Not supplied
Company number supplied: 08354771
Financial period: 1 April 2024 – 31 March 2025
Latest income: £229,765
Latest expenditure: £235,934
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Ottery Help Scheme, 11 Silver Street, Ottery St Mary, EX11 1DB

Website recorded by the regulator: www.otteryhelpscheme.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 7 January 2026
Date Accounts Received: 7 January 2026
Total Gross Income: £229,765
Total Gross Expenditure: £235,934

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 4 November 2024
Date Accounts Received: 4 November 2024
Total Gross Income: £267,269
Total Gross Expenditure: £197,293

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 15 January 2024
Date Accounts Received: 15 January 2024
Total Gross Income: £191,730
Total Gross Expenditure: £154,528

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 11 January 2023
Date Accounts Received: 11 January 2023
Total Gross Income: £146,653
Total Gross Expenditure: £113,432

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 21 January 2022
Date Accounts Received: 21 January 2022
Total Gross Income: £102,168
Total Gross Expenditure: £76,974

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 7 January 2026
Total Gross Income: £229,765
Total Gross Expenditure: £235,934
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 130

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 4 November 2024
Total Gross Income: £267,269
Total Gross Expenditure: £197,293
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £21,619
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 130

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 15 January 2024
Total Gross Income: £191,730
Total Gross Expenditure: £154,528
Grant Making Is Main Activity: No
Count Govt Contracts: 3
Count Govt Grants: £3
Income From Government Contracts: 0
Income From Government Grants: £26,679
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 120

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 11 January 2023
Total Gross Income: £146,653
Total Gross Expenditure: £113,432
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £12,129
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 120

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 21 January 2022
Total Gross Income: £102,168
Total Gross Expenditure: £76,974
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 2
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £7
Income From Government Contracts: 14754
Income From Government Grants: £32,165
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 120

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

07 Official extract

Charity Event History

Charity Name: OTTERY HELP SCHEME
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2013-02-20T00:00:00

Charity Name: OTTERY HELP SCHEME
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2014-04-23T00:00:00
Assoc Organisation Number: 3989779
Assoc Registered Charity Number: 1092189
Assoc Charity Name: THE OTTERY ST MARY & DISTRICT HELP SCHEME

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 10 JAN 2013
Charitable Objects: 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.

09 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management

Policy Name: Paying staff

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Risk management