Finance Score: -4

Governance Score: 0

Support Score: 9

Spending falling: -1
Volatile income: -3
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 5

BRIDPORT AREA DEVELOPMENT TRUST

The promotion, for the benefit of the public, of urban or rural regeneration in areas of social and economic deprivation (and in particular in Bridport and the surrounding parishes).

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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	£139	£130	£9	n/a	n/a	n/a	n/a	n/a	40
31/03/22	£121	£107	£14	n/a	n/a	n/a	n/a	n/a	40
31/03/21	£106	£93	£12	n/a	n/a	n/a	n/a	n/a	40
31/03/20	£310	£225	£86	n/a	n/a	n/a	n/a	n/a	24
31/03/19	£310	£225	£86	n/a	n/a	n/a	n/a	n/a	30
31/03/18	£1,467	£151	£1,315	£0	£2,795	£0	n/a	1	0
31/03/17	£805	£51	£754	£0	£1,484	£0	n/a	0	0
31/03/16	£535	£10	£524	£1	£730	£0	0.5	0	0
31/03/15	£61	£7	£53	£0	£0	£0	n/a	0	0
31/03/14	£30	£5	£25	£0	£0	£0	n/a	0	0
31/03/13	£20	£3	£17	£0	£0	£0	n/a	0	0
31/03/12	£20	£3	£17	£0	£0	£0	n/a	0	0
31/03/11	£9	£4	£5	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 14 years

www.bridportadt.org.uk

mail@bridportadt.org.uk

01308488113

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space

Where it operates

Dorset,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
40 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
DCMS - Bridport Literary and Scientific Institute, Dorset
£51,226	01/04/2022	The previous repair grant awarded in 2014 contributed to the stripping back and re-rendering of the West facing gable wall however the quality of workmanship and resulting finish failed to meet ....more The previous repair grant awarded in 2014 contributed to the stripping back and re-rendering of the West facing gable wall however the quality of workmanship and resulting finish failed to meet Historic England's requirements grant conditions. Since the project completion a variety of trials and investigations have been underway with HE's BCRT/BCGS team involved since 2019 with commissioned consultants. Effective remedial work is believed to have been identified and the grant application is to implement this work. A lime paint product, Calxnova, will be applied to the render.
National Lottery Heritage Fund - Grant to Bridport Area Development Trust
£86,200	05/11/2019	Reslience fund application
Garfield Weston Foundation - Main Grants award
£25,000	02/10/2017	Literary and Scientific Institute

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 61-72

MAREK WACLAW WAKAR Appointed: 2021, Occupation: Company Director

ANDREW JOHN COOK Appointed: 2022, Occupation: Business Adviser

DAVID LEE Appointed: 2020, Occupation: Retired

IAN RICHARD BARK Appointed: 2023, Occupation: Town Councillor And Retired Teacher

MICHAEL DAVID COLLARD Appointed: 2023, Occupation: Barrister

PHYLLIDA CULPIN (Chair) Appointed: 2020, Occupation: Company Director

IAN ALBERT JOHNSON Appointed: 2024, Occupation: Retired Company Director, Other trusteeships: THE OXFORDSHIRE RECORD SOCIETY, THE FRIENDS OF KENSAL GREEN CEMETERY, THE MAUSOLEA AND MONUMENTS TRUST,

JOHN ASHLEY WEST Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 02/08/2010, number: 1137231
Registered at Companies House on 31/03/2009, number: 06864923

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

13 returns made; all on time

Main office

Literary and Scientific Institute
51 East Street
BRIDPORT
Dorset
DT6 3JX

Objectives

THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION INAREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR IN BRIDPORT AND THESURROUNDING PARISHES) BY ALL OR ANY OF THE FOLLOWING MEANS:(A) THE RELIEF OF FINANCIAL HARDSHIP:(B) THE RELIEF OF UNEMPLOYMENT:(C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONGUNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE:(D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESSADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENTOPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLENEED THROUGH HELP: (I) IN SETTING UP THEIR OWN BUSINESS, OR (II) TO EXISTINGBUSINESSES:(E) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OFWORKSPACE, BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS:(F) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THEIMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIPPROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OROTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING:(G) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES:(H) THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE:(I) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BYREASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIALAND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES:(J) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT:(K) THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE:(I) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME:(M) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THEPRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES

Defined Area of Benefit:

BRIDPORT

Data Sources