SOUTHMEAD DEVELOPMENT TRUST
The provision of services for the benefit of the local community of Southmead.
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.
What the accounts disclose
“1 employee earned more than £60,000 during the current year (2024: none).” — page 31
“1 employee earned more than £60,000 during the current year (2024: none).” — page 31
“Our target is to have 3-6 months of funds available to cover budgeted operating expenditure on unrestricted activities”
“David Roderick, a Trustee of Southmead Development Trust, is also a Church Leader of Woodlands Group of Churches. Woodlands are a tenant of Southmead Development Trust and paid £19,181 (2024: £20,036) to the Trust during the year.” — page 38
“In the year the charity did not pay anything to Hoggans Promotions for work relating to the annual Southmead Festival (2024: £540). Hoggans Promotions is a related party by nature of the business owner being the son of a trustee of the charity.” — page 38
“David Roderick, a Trustee of Southmead Development Trust, is also a Church Leader of Woodlands Group of Churches. Woodlands are a tenant of Southmead Development Trust and paid £19,181 (2024: £20,036) to the Trust during the year.” — page 38
“In the year the charity did not pay anything to Hoggans Promotions for work relating to the annual Southmead Festival (2024: £540). Hoggans Promotions is a related party by nature of the business owner being the son of a trustee of the charity.” — page 38
Year-over-year changes
- Employees paid over £60,000: 0 (FY2024) → 1 (FY2025).
Corporate structure
- Registered company of the charity Companies House 03044008
Leadership, per the charity’s website
- Amy Kinnear — CEO
Company officers (Companies House)
- MOORE-KIBBEY, Linda on trustee list
- BACON, Rosemary Anne on trustee list
- HEAVENS, Albert David on trustee list
- SELF, Karen Paula, Cllr on trustee list
- PERRY, Deana on trustee list
- VILLE, Paul Alan on trustee list
- FOWLES, John Leslie on trustee list
- RODERICK, David Vivian on trustee list
- HOGGANS, Jillian on trustee list
- WOOLCOCK, John on trustee list
- MANSFIELD, Peter James on trustee list
- SWEENEY, Kevin Denis on trustee list
- MANSFIELD, Peter James
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- 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
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.3m | £2.1m |
| 31/03/2024 | £2.6m | £1.9m |
| 31/03/2023 | £2.5m | £2.4m |
| 31/03/2022 | £2.2m | £1.8m |
| 31/03/2021 | £1.8m | £1.4m |
Common questions
Is SOUTHMEAD DEVELOPMENT TRUST financially healthy?
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. Its FY2025 accounts were audited by Godfrey Wilson Limited.
What does the highest-paid employee of SOUTHMEAD DEVELOPMENT TRUST earn?
Per its FY2025 accounts, the highest-paid employee was in the more than £60,000 band, and 1 employees earned over £60,000.
Who funds SOUTHMEAD DEVELOPMENT TRUST?
Funders whose own accounts filings name SOUTHMEAD DEVELOPMENT TRUST as a grant recipient include GARFIELD WESTON FOUNDATION, THE NISBET TRUST, THE ANCHOR SOCIETY CIO, THE MERCHANT VENTURERS CHARITY, CHK Foundation.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| GARFIELD WESTON FOUNDATION | FY2024 | £200k | Youth |
| THE NISBET TRUST | FY2021 | £35k | |
| THE NISBET TRUST | FY2023 | £33k | |
| THE NISBET TRUST | FY2024 | £30k | |
| THE NISBET TRUST | FY2022 | £30k | |
| THE ANCHOR SOCIETY CIO | FY2023 | £19k | Grants to institutions |
| THE MERCHANT VENTURERS CHARITY | FY2023 | £10k | Winter Crisis Fund |
| CHK Foundation | FY2023 | £10k | |
| CHK Foundation | FY2024 | £10k | |
| THE NISBET TRUST | FY2021 | £10k | |
| THE ANCHOR SOCIETY CIO | FY2025 | £5k | |
| THE MERCHANT VENTURERS CHARITY | FY2023 | £5k | Unrestricted Fund Grant |
| DANDIA CHARITABLE TRUST | FY2022 | £3k | |
| DANDIA CHARITABLE TRUST | FY2024 | £3k | |
| DANDIA CHARITABLE TRUST | FY2023 | £3k | |
| THE ANCHOR SOCIETY CIO | FY2024 | £500 | Greenway Hub for Older People |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 09/05/2024 | £20k | Youth and Play Programme at The Ranch |
| The National Lottery Community Fund | 24/04/2024 | £499k | Wellbeing and Employability Project |
| Sport England | 10/08/2023 | £15k | Movement Matters |
| The National Lottery Community Fund | 25/11/2022 | £10k | Friday Night Youth Session |
| Sport England | 24/03/2021 | £4k | TGC CF Small Grants |
| Sport England | 01/06/2020 | £10k | COVID-19 CEF |
| UK government | 01/04/2019 | £209k | ALB - Homes England - Community Housing Fund |
| UK government | 01/04/2019 | £99k | ASG Grant 02 Bristol Mental Health Support February 2019 |
| UK government | 13/02/2019 | £53k | FSF Avon Somerset Gloucestershire District Grant 02 Bristol Mental Health Support |
| The National Lottery Community Fund | 15/03/2005 | £125k | Community Development and Engagement Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| YOUNG CAMDEN FOUNDATION | 1 | £68k |
| NORTHAMPTONSHIRE COMMUNITY FOUNDATION | 1 | £15k |
| THE NORTH WALES POLICE AND COMMUNITY TRUST | 1 | £150 |
Charities like this
- SUSSEX COMMUNITY DEVELOPMENT ASSOCIATION
- SOUTH MANCHESTER SPORTS CLUB LIMITED
- THE SOUTHERN QUARTER DEVELOPMENT LTD
- Community Transport South West Ltd
- DEESIDE COMMUNITY TRUST
- NHANCED COMMUNITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SOUTHMEAD DEVELOPMENT TRUST | £4.3m | more than £60,000 | 1 | unclear | — | no doubt |
| SUSSEX COMMUNITY DEVELOPMENT ASSOCIATION | £4.9m | £70,001 - £80,000 | 1 | above | — | no doubt |
| SOUTH MANCHESTER SPORTS CLUB LIMITED | £113k | — | 0 | within | — | no doubt |
| THE SOUTHERN QUARTER DEVELOPMENT LTD | £119k | — | 0 | below | — | material uncertainty |
| Community Transport South West Ltd | £1.0m | — | 0 | below | — | no doubt |
| DEESIDE COMMUNITY TRUST | £599k | — | 0 | above | — | no doubt |