OTTER VALLEY ASSOCIATION
Development planning oversightHeritage buildings and local history databaseTalks & walksLitter pickingHimalayan Balsam clearance
Objects
1) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY:(A) THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES;(B) THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION.2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE.SUSTAINABLE DEVELOPMENT MEANS “DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.”
Financial health, per its FY2026 accounts
The accounts state that the charity achieved a net surplus of £38,264 for the year ended 31 March 2026, with unrestricted reserves increasing to £272,674. The Treasurer's report describes the financial year as satisfactory, noting that assets stand at £272,739 and are held in various bank accounts and investment funds to cover regular outgoings and specific project allocations.
What the accounts disclose
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee expenses policy and procedures
Trustees
- Deirdre Marie Woods
- Dr Christopher Boorman
- Geoffrey Martin Porter
- Jonathan Kershaw
- Michael Miller
- Peter Charles Ross Williams
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £52k | £14k |
| 31/03/2025 | £211k | £8k |
| 31/03/2024 | £13k | £4k |
| 31/03/2023 | £7k | £10k |
| 31/03/2022 | £6k | £6k |
Common questions
Is OTTER VALLEY ASSOCIATION financially healthy?
Per its FY2026 accounts: The accounts state that the charity achieved a net surplus of £38,264 for the year ended 31 March 2026, with unrestricted reserves increasing to £272,674. The Treasurer's report describes the financial year as satisfactory, noting that assets stand at £272,739 and are held in various bank accounts and investment funds to cover regular outgoings and specific project allocations. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 06/09/2000 | £8k | "MARK ROLLE SURVEY" |
Charities like this
- THE SID VALE ASSOCIATION CIO
- HERITAGE ASSEMBLY
- TAFF BARGOED DEVELOPMENT TRUST LIMITED
- ORTERSHAM LIMITED
- THE OTTER TRUST
- OTTERSPOOL ANIMAL HAVEN
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| OTTER VALLEY ASSOCIATION | £52k | — | 0 | unclear | — | no doubt |
| THE SID VALE ASSOCIATION CIO | £319k | — | 0 | above | — | no doubt |
| HERITAGE ASSEMBLY | £106k | — | 0 | unclear | — | no doubt |
| TAFF BARGOED DEVELOPMENT TRUST LIMITED | £152k | — | 0 | unclear | — | no doubt |
| ORTERSHAM LIMITED | £102k | — | 0 | unclear | — | no doubt |
| THE OTTER TRUST | £62k | — | 0 | unclear | — | no doubt |