Finance Score: -5

Governance Score: 1

Support Score: 7

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 3

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.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£296	£361	£-64	n/a	n/a	n/a	n/a	n/a	9
31/03/22		£372	£427	£-56	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£306	£320	£-13	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£506	£462	£44	£3	£1,724	£160	4.2	2	0
31/03/19		£490	£421	£69	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£471	£430	£41	£0	£0	£0	n/a	0	0
31/03/17		£463	£543	£-80	£0	£0	£0	n/a	0	0
31/03/16	*	£546	£556	£-10	£134	£1,651	£125	2.7	3	0
31/03/15		£438	£401	£36	£0	£0	£0	n/a	0	0
31/03/14		£466	£420	£46	£0	£0	£0	n/a	0	0
31/03/13		£475	£440	£36	£0	£0	£0	n/a	0	0
31/03/12		£387	£431	£-44	£0	£0	£0	n/a	0	0
31/03/11		£635	£550	£85	£5	£85	£85	1.9	5	0
31/03/10		£634	£627	£6	£4	£129	£98	1.9	5	0

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Highest pay bracket: less than £60,000

Established: 16 years
(19 years as a company)

www.regenerus.org.uk

donna@regenerus.org.uk

01519342637

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Technical, vocational and continuing education

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
9 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to South Sefton Development Trust
£201,300	29/08/2023	Our Beautiful Grotspots
Community Foundations for Lancashire & Merseyside - Bootle's Community Classroom
£4,987	01/08/2023	The group are requesting funding to transform places of low ecological value, delivering net biodiversity gain in new vibrant habitats, embedding Nature Based Solutions and community partnerships to ....more The group are requesting funding to transform places of low ecological value, delivering net biodiversity gain in new vibrant habitats, embedding Nature Based Solutions and community partnerships to expand their mosaic of wildflower meadows in Sefton.
National Lottery Heritage Fund - Grant to South Sefton Development Trust
£10,000	27/04/2016	Carnegie-Crosby 3rd Space

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-84

COLIN BERNARD HICKEY Appointed: 2020, Occupation: Business Growth Advisor

BARBARA DOROTHY HARDWICK, Occupation: Retired

GREGORY ALEC WALKER Appointed: 2016, Occupation: Company Director

JOHN RONALD FAIRCLOUGH (Chair) Appointed: 2007, Occupation: Councillor

JEANETTE STANCOMBE Appointed: 2020, Occupation: Retired

LYNNE JONES Appointed: 2016, Occupation: University Business Advisor

NIGEL EDMUND BELLAMY Appointed: 2004, Occupation: Company Director, Other trusteeships: PARENTING 2000, INDEPENDENCE INITIATIVE LIMITED, BRIGHTER LIVING PARTNERSHIP, HOME-START SOUTHPORT & FORMBY,

Legal constitution

Charitable company registered in England & Wales on 13/10/2008, number: 1126270
Registered at Companies House on 08/06/2004, number: 05147976

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

14 returns made; AR16: 2 days late,

Main office

South Sefton Development Trust
THE INVESTMENT CENTRE
375 Stanley Road
BOOTLE
L20 3EF

Objectives

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.

Defined Area of Benefit:

UNDEFINED, IN PRACTICE

Data Sources