SOUTH SEFTON DEVELOPMENT TRUST
Relief of poverty in, and regeneration of, south Sefton through the provision of skills education and training, enterprise start-up and support, community initiatives and heritage projects.
Objects
THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR THE AREA OF BENEFIT) BY ALL OF OR ANY OF THE FOLLOWING MEANS: THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT; THE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENT;THE ADVANCEMENT OF EDUCATION, TRAINING AND RETRAINING PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE;THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP:IN SETTING UP THEIR OWN BUSINESS, OR TO EXISTING BUSINESSES;THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS;THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING;THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES;THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE;THE PROVISION OF ASSISTANCE IN THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE AND/OR THOSE WHO, BY REASONS OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES;THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT;THE PROVISION OF PUBLIC SAFETY AND PREVENTION OF CRIME; AND SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES;THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE.EQUAL OPPORTUNITIESIN FURTHERANCE OF THE OBJECTS THE COMPANY SHALL AT ALL TIMES ACTIVELY PROMOTE AND TAKE INTO CONSIDERATION THE PRINCIPLES OF EQUALITY OF OPPORTUNITY.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £7,428 for the year ended 31 March 2025, with total income of £375,033 and expenditure of £367,605. Per the trustees' report, unrestricted reserves increased to £63,267, which remains below the stated policy target of maintaining more than 12 months of core operating costs (£150,000). The charity is not prepared on a going-concern basis of doubt, as trustees confirmed adequate resources for the foreseeable future.
What the accounts disclose
“It is South Sefton Development Trust's policy to build and maintain reserves of more than 12 months of the core operating costs (£150,000)” — page 9
Policies the charity declares
- 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
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 8
- Government income: £4,200 — grants £4,200 (2); 1% of the £375,033 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £2,500 — grants £2,500 (1); under 1% of the £276,070 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 9
Funders the charity credits
- UK Government
Property (HM Land Registry)
Trustees
- JOHN RONALD FAIRCLOUGHchair
- Colin Bernard Hickey
- Dr Track Dinning
- Gregory Alec Walker
- Jeanette Stancombe
- Lynne Jones
- NIGEL EDMUND BELLAMY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £375k | £368k |
| 31/03/2024 | £276k | £304k |
| 31/03/2023 | £296k | £361k |
| 31/03/2022 | £372k | £427k |
| 31/03/2021 | £306k | £320k |
Common questions
Is SOUTH SEFTON DEVELOPMENT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £7,428 for the year ended 31 March 2025, with total income of £375,033 and expenditure of £367,605. Per the trustees' report, unrestricted reserves increased to £63,267, which remains below the stated policy target of maintaining more than 12 months of core operating costs (£150,000). The charity is not prepared on a going-concern basis of doubt, as trustees confirmed adequate resources for the foreseeable future. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 16/02/2026 | £20k | Nature for Biodiversity & Health |
| The National Lottery Heritage Fund | 29/08/2023 | £50k | "Our Beautiful Grotspots" |
| The National Lottery Community Fund | 17/08/2016 | £10k | Taking Root in Bootle |
| The National Lottery Heritage Fund | 27/04/2016 | £10k | "Carnegie-Crosby 3rd Space" |
| The National Lottery Community Fund | 08/01/2014 | £8k | Media on the Mersey |
| The National Lottery Community Fund | 03/02/2011 | £9k | Enterprise Tour - Stop me and start one |
| The National Lottery Heritage Fund | 15/11/2006 | £50k | "Plant Life" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GARFIELD WESTON FOUNDATION | 1 | £200k |
| THE NISBET TRUST | 1 | £163k |
| THE EXILARCH'S FOUNDATION | 1 | £100k |
| TRUST FOR LONDON | 1 | £66k |
| TALBOT VILLAGE TRUST | 1 | £61k |
| THE ANCHOR SOCIETY CIO | 1 | £24k |
| CHK Foundation | 1 | £20k |
| QUARTET COMMUNITY FOUNDATION | 1 | £17k |
Charities like this
- SOUTHMEAD DEVELOPMENT TRUST
- PADDINGTON DEVELOPMENT TRUST
- MORETONHAMPSTEAD DEVELOPMENT TRUST
- WOODTHORPE DEVELOPMENT TRUST
- WEST MARSH DEVELOPMENT TRUST ASSOCIATION LTD
- COMMUNITY DEVELOPMENT TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SOUTH SEFTON DEVELOPMENT TRUST | £375k | — | 0 | unclear | — | no doubt |
| SOUTHMEAD DEVELOPMENT TRUST | £4.3m | more than £60,000 | 1 | unclear | — | no doubt |
| PADDINGTON DEVELOPMENT TRUST | £3.2m | — | 3 | above | — | no doubt |
| MORETONHAMPSTEAD DEVELOPMENT TRUST | £258k | — | 0 | unclear | — | no doubt |
| WOODTHORPE DEVELOPMENT TRUST | £307k | — | 0 | unclear | — | no doubt |
| WEST MARSH DEVELOPMENT TRUST ASSOCIATION LTD | £327k | — | 0 | unclear | — | no doubt |