SWANAGE AND PURBECK DEVELOPMENT TRUST
Registered charity 1162662 · accounts filings on the Charity Commission register
To act as a delivery vehicle, advisor and catalyst for projects designed to meet local need and support long-term revitalisation of Swanage and surrounding areas. To establish and develop income generating assets for future viability and sustainability. To provide advice and support to other local organisations with the same objectives, thereby offering reduced operating costs and economies.
Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves excluding fixed assets were £44,446, which the trustees confirmed was sufficient to cover three months of forward operational expenditure. The charity reported a net surplus for the year and holds total funds of £1,280,028, with no funds in deficit at the year end.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: three months of unrestricted expenditure (held: £44k)
“that liquid assets should be maintained sufficient to meet three months’ forward operational expenditure not covered by contracted income” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees made donations and gifts in kind of £240 to the charity.
“During the year 1 Trustees have made donations and gifts in kind of £240 to the charity (2024: Trustees made donations of £240)” — page 19
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Days Park Centre
“The charity has a subsidiary charity, The Herston Community Centre, and a subsidiary company limited by guarantee, Days Park Centre.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.
Property (HM Land Registry)
3 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Structured financials (annual return, FY ending 31/10/2024)
Reported reserves equal ~9.5 months of spending — above the median for charities its size (median 7.0 months; benchmarks).
Per its annual return, largest income source: Donations and legacies (88% 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: 0.5% of total income — below the median for charities its size (2.9%) (benchmarks).
- Alexandria Brocklesby
- Annabel Patience Eady
- DESMOND RICHARD ROBIN SUTCLIFFE
- Dr Deborah Jane Evans · trustee of 3 other charities
- Frank Edmund Roberts
- MELVYN LESLIE NORRIS
- ROBIN JAMES SINCLAIR TAYLOR
- Robert Foster · trustee of 1 other charity
- Susan Margaret Younghusband
Trustee list from the Charity Commission register (current, not historical).
Operates in: Dorset
Income and spending
Common questions
Is SWANAGE AND PURBECK DEVELOPMENT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves excluding fixed assets were £44,446, which the trustees confirmed was sufficient to cover three months of forward operational expenditure. The charity reported a net surplus for the year and holds total funds of £1,280,028, with no funds in deficit at the year end. Its FY2025 accounts were independently examined.
Who funds SWANAGE AND PURBECK DEVELOPMENT TRUST?
Funders whose own accounts filings name SWANAGE AND PURBECK DEVELOPMENT TRUST as a grant recipient include TALBOT VILLAGE TRUST.
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 TAFF BARGOED DEVELOPMENT TRUST LIMITED.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.