SOUTHMEAD DEVELOPMENT TRUST

Registered charity 1061468 · accounts filings on the Charity Commission register · also known as Southmead Community Trust

The provision of services for the benefit of the local community of Southmead.

Objects

THE CHARITY IS ESTABLISHED FOR THE BENEFIT OF THE COMMUNITY TO OPERATE AS A CHARITABLE COMMUNITY LAND TRUST IN BRISTOL, AND IN PARTICULAR IN THE WARD OF SOUTHMEAD AND NEIGHBOURING AREAS (THE “AREA OF BENEFIT”), AND ITS OBJECTS ARE TO CARRY ON FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF BENEFIT:1. THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION, AND IN PARTICULAR IN THE AREA OF BENEFIT, BY ALL OF THE FOLLOWING MEANS: A. THE RELIEF OF POVERTY. B. THE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENT. C. THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES. D. THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE AND BUILDINGS FOR USE ON FAVOURABLE TERMS. E. THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED. F. THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE. G. SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION FOR ENGLAND AND WALES2. TO ADVANCE THE EDUCATION OF THE PUBLIC THROUGH THE PROVISION OF TRAINING COURSES. 3. TO DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITY IN THE AREA OF BENEFIT IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY

Area of benefit: IN PARTICULAR THE WARD OF SOUTHMEAD, BRISTOL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Amateur Sport · website · Get email alerts

Registered contact address: Bristol, City of, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus for the year, with total income of £4,347,663 and total expenditure of £2,054,547. The trustees confirm that unrestricted reserves of £600,745 meet the stated policy target of holding three to six months of operating expenditure, and they consider the charity to be a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Godfrey Wilson Limited. Discloses 6 of 6 completeness components.

Year-over-year changes

• Employees paid over £60,000: 0 (FY2024) → 1 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 03044008

Public fundraising profile: JustGiving — Southmead Development Trust (matched by registered charity number).

Leadership, per the charity’s website

• Amy Kinnear — CEO (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• MOORE-KIBBEY, Linda — director, appointed 30/06/2026on trustee list
• BACON, Rosemary Anne — director, appointed 25/11/2025on trustee list
• HEAVENS, Albert David — director, appointed 20/11/2024on trustee list
• SELF, Karen Paula, Cllr — director, appointed 02/05/2024on trustee list
• PERRY, Deana — director, appointed 28/11/2022on trustee list
• VILLE, Paul Alan — director, appointed 28/11/2022on trustee list
• FOWLES, John Leslie — director, appointed 28/11/2022on trustee list
• RODERICK, David Vivian — director, appointed 08/06/2016on trustee list
• HOGGANS, Jillian — director, appointed 26/04/2016on trustee list
• WOOLCOCK, John — director, appointed 21/03/2016on trustee list
• MANSFIELD, Peter James — director, appointed 21/02/2012on trustee list
• SWEENEY, Kevin Denis — director, appointed 19/11/2009on trustee list
• MANSFIELD, Peter James — secretary, appointed 29/11/2017

Official officers record.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~3.5 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Charitable activities (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 3.2% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• KEVIN DENIS SWEENEYchair
• Albert David Heavens
• Cllr Karen Paula Self
• David Vivian Roderick
• Deana Alexandra Perry
• Jillian Hoggans
• John Leslie Fowles
• John Woolcock
• Kye Dudd
• Linda Moore-Kibbey
• PETER MANSFIELD
• Paul Ville
• Rosemary Bacon

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bristol City

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SOUTH SEFTON DEVELOPMENT TRUST.

• SOUTH SEFTON DEVELOPMENT TRUST income £375k
• WOODTHORPE DEVELOPMENT TRUST income £307k
• COMMUNITY DEVELOPMENT TRUST income £253k
• SWANAGE AND PURBECK DEVELOPMENT TRUST income £385k
• THE SOUTHWOLD TRUST income £54k
• THE SOUTHERN QUARTER DEVELOPMENT LTD income £119k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.