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.

Objects

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT BUT PARTICULARLY FOR THE BENEFIT OF THE COMMUNITY OF SWANAGE AND THE SURROUNDING AREA AND PARTICULARLY TO PROVIDE RELIEF FROM POVERTY AND ILL HEALTH AND DISADVANTAGE, TO ADVANCE EDUCATION AND THE ARTS, TO PROVIDE OPPORTUNITIES FOR THE RESIDENTS OF SWANAGE TO PARTICIPATE FULLY IN THE LIFE OF THE COMMUNITY IN WAYS WHICH ADDRESS AND ALLEVIATE SOCIAL AND ECONOMIC DEPRIVATION AND TO PROTECT AND ENHANCE THE NATURAL AND MANMADE ENVIRONMENT.

Area of benefit: DORSET

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 · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · website · Get email alerts

Registered contact address: Dorset, South West, England (from the postcode on the register)

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

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

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
• Campaigns and political activity 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
• Investing charity funds 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.

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 7.2 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 (3.2%) (benchmarks).

Trustees · trustee networks

• 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

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 SOUTHMEAD DEVELOPMENT TRUST.

• SOUTHMEAD DEVELOPMENT TRUST income £4.3m
• SOUTH SEFTON DEVELOPMENT TRUST income £375k
• Development Trust Doncaster income £199k
• HELPING DISABILITIES TRUST income £131k
• MORETONHAMPSTEAD DEVELOPMENT TRUST income £258k
• SAMBOURNE TRUST income £84k

Side by side with its peers

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