THE OTTER TRUST
education of the public in conservation of the natural environment, with an emphasis on research and scientific study, particularly of otters.
Objects
TO ADVANCE THE EDUCATION OF THE PUBLIC IN WILDLIFE AND THE CONSERVATION OF THE NATURAL ENVIRONMENT BY THE PROMOTION AND SUPPORT OF SCIENTIFIC STUDY AND RESEARCH THE RESULTS OF WHICH SHALL BE DISSEMINATED AND IN PARTICULAR BY THE PRESERVATION AND STUDY OF THE SPECIES OTTERS (LUTRINAE).
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased from £69,857 in 2024 to £31,857 in 2025, resulting in a net movement in funds of (17,886). The trustees report no concerns about the charity’s ability to continue to operate and confirm that all funds are unrestricted at the year end.
What the accounts disclose
“A reserves policy exists to sufficiently maintain the two Otter Trust properties for a sufficient period. The Trustees continually review their ongoing reserves policy to ensure it is adequate for the Charity’s current financial situation. There are no concerns about the charity’s ability to continue to operate, and all funds of the Trust are unrestricted at the year end.” — page 11
“Thomas Proctor provided emergency repair and maintenance works at the charities Earsham site, as a contractor, during the financial year. These works were paid in 3 transactions and totaled £826.52. The charity sold some of its trailers to a company of which Ben Potterton is a Director, which totaled £12,250. The trailers were valued at fair market value and this amount was paid in full. The Trustees followed the charities Conflict of Interest and Financial policy when entering into both of these transactions. There were no other contracts or transactions, other than those mentioned above, that a trustee or person related to the charity, had a personal interest in. No Trustee claimed any trustee expenses during the year.” — page 16
“Thomas Proctor provided emergency repair and maintenance works at the charities Earsham site, as a contractor, during the financial year. These works were paid in 3 transactions and totaled £826.52. The charity sold some of its trailers to a company of which Ben Potterton is a Director, which totaled £12,250. The trailers were valued at fair market value and this amount was paid in full. The Trustees followed the charities Conflict of Interest and Financial policy when entering into both of these transactions. There were no other contracts or transactions, other than those mentioned above, that a trustee or person related to the charity, had a personal interest in. No Trustee claimed any trustee expenses during the year.” — page 16
“The charity sold some of its trailers to a company of which Ben Potterton is a Director, which totaled £12,250. The trailers were valued at fair market value and this amount was paid in full. The Trustees followed the charities Conflict of Interest and Financial policy when entering into both of these transactions. There were no other contracts or transactions, other than those mentioned above, that a trustee or person related to the charity, had a personal interest in. No Trustee claimed any trustee expenses during the year.” — page 16
“Thomas Proctor provided emergency repair and maintenance works at the charities Earsham site, as a contractor, during the financial year. These works were paid in 3 transactions and totaled £826.52. The charity sold some of its trailers to a company of which Ben Potterton is a Director, which totaled £12,250. The trailers were valued at fair market value and this amount was paid in full. The Trustees followed the charities Conflict of Interest and Financial policy when entering into both of these transactions. There were no other contracts or transactions, other than those mentioned above, that a trustee or person related to the charity, had a personal interest in. No Trustee claimed any trustee expenses during the year.” — page 16
“The charity sold some of its trailers to a company of which Ben Potterton is a Director, which totaled £12,250. The trailers were valued at fair market value and this amount was paid in full. The Trustees followed the charities Conflict of Interest and Financial policy when entering into both of these transactions. There were no other contracts or transactions, other than those mentioned above, that a trustee or person related to the charity, had a personal interest in. No Trustee claimed any trustee expenses during the year.” — page 16
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- 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
Trustees
- Ben Potterton
- Ian Roger Walsh
- Thomas Lee Proctor
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £62k | £80k |
| 31/12/2024 | £114k | £163k |
| 31/12/2023 | £144k | £264k |
| 31/12/2022 | £145k | £235k |
| 31/12/2021 | £162k | £200k |
Common questions
Is THE OTTER TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £69,857 in 2024 to £31,857 in 2025, resulting in a net movement in funds of (17,886). The trustees report no concerns about the charity’s ability to continue to operate and confirm that all funds are unrestricted at the year end. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 17/08/2023 | £27k | Suffolk Lungwort Recovery Program |
| UK government | 17/08/2023 | £18k | Suffolk Lungwort Recovery Program |
| The National Lottery Heritage Fund | 08/07/1996 | £86k | "North Pennines Reserve - Vale House Farm" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BANISTER CHARITABLE TRUST | 2 | £133k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 2 | £129k |
| NEWBY TRUST LIMITED | 2 | £25k |
| THE ACCOMPLISHMENT TRUST | 1 | — |
| ASPEN TRUST | 1 | £1.3m |
| THE FIDELITY UK FOUNDATION | 1 | £390k |
| LANCASHIRE ENVIRONMENTAL FUND LIMITED | 1 | £305k |
| THE VEOLIA ENVIRONMENTAL TRUST | 1 | £231k |
Charities like this
- UK WILD OTTER TRUST
- Ocean Conservation Trust Limited
- THE LANCASHIRE WILDLIFE TRUST
- EARTH TRUST
- OTTERSPOOL ANIMAL HAVEN
- TRUST FOR SUSTAINABLE LIVING
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE OTTER TRUST | £62k | — | 0 | unclear | — | no doubt |
| UK WILD OTTER TRUST | £101k | — | 0 | unclear | — | noted |
| Ocean Conservation Trust Limited | £7.5m | — | — | above | 27.0% | no doubt |
| THE LANCASHIRE WILDLIFE TRUST | £9.2m | — | — | unclear | — | no doubt |
| EARTH TRUST | £2.6m | — | — | unclear | — | no doubt |
| OTTERSPOOL ANIMAL HAVEN | £166k | — | 0 | unclear | — | no doubt |