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The Ottery St Mary Heritage Society CIO

Also known as: The Ottery St Mary Heritage Society

To educate the public in the geography, history, natural history and architecture of Ottery St Mary, Devon. To assist in the conservation, protection, development and improvement of features of historic or public interest in Ottery St Mary. To collect, conserve, document, display & make available for research, records & items in our museum, at public display locations & online as appropriate.

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Activities & Mission

To educate the public in the geography, history, natural history and architecture of Ottery St Mary, Devon. To assist in the conservation, protection, development and improvement of features of historic or public interest in Ottery St Mary. To collect, conserve, document, display & make available for research, records & items in our museum, at public display locations & online as appropriate.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£3,426
Latest Expenditure
£5,321

Financial Efficiency

Overall Efficiency 155.3%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 155.3%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£3,426
£5,3210 / 10
2024
£7,221
£10,9990 / 2
2023
£4,921
£10,9890 / 6
2022
£5,303
£12,7700 / 0
2021
£56,845
£56,6240 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Ottery St Mary Heritage Society CIO

What does The Ottery St Mary Heritage Society CIO do?

To educate the public in the geography, history, natural history and architecture of Ottery St Mary, Devon. To assist in the conservation, protection, development and improvement of features of historic or public interest in Ottery St Mary. To collect, conserve, document, display & make available for research, records & items in our museum, at public display locations & online as appropriate.

How much income did The Ottery St Mary Heritage Society CIO report in 2025?

The Ottery St Mary Heritage Society CIO reported total income of £3k and reported expenditure of £5k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Ottery St Mary Heritage Society CIO registered as a charity?

The Ottery St Mary Heritage Society CIO was registered with the Charity Commission for England and Wales on 20 August 2018 as charity number 1179598. It has been registered for 8 years.

Who runs The Ottery St Mary Heritage Society CIO?

The Ottery St Mary Heritage Society CIO is governed by a board of 8 trustees. The chair of trustees is Peter Rickard Shrubsall. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Ottery St Mary Heritage Society CIO operate?

The Ottery St Mary Heritage Society CIO operates in Devon, as recorded in its Charity Commission filing.

Is The Ottery St Mary Heritage Society CIO a registered charity?

Yes — The Ottery St Mary Heritage Society CIO is a registered charity in England and Wales, charity number 1179598.

Details

Address
The Ottery St Mary Heritage Society
The Old Town Hall
The Flexton
OTTERY ST MARY
Devon
EX11 1DJ
Registration Date
20 August 2018
Status
Registered

Registry Information

Organisation Number
5125139
Charity Number
1179598

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Trustees

Peter Rickard Shrubsall Chair
Alayne Pullman
Arthur Roger Giles
Denise Melhuish
Ian Richard Hugh Greig
Lynda Susan Murlewski
Professor Richard John Wakeman FREng
Rev Canon Dr John Edmund Hall
Also governs 1 other charity

Also Known As

  • The Ottery St Mary Heritage Society

Data & trust

Register data refreshed
30 July 2026
Report a data issue