Finance Score: -3

Governance Score: -3

Support Score: 6

Volatile income: -3
No PartB

Narrow trustee age band: -2
Mainly male board: -1

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 0

SWANAGE AND PURBECK DEVELOPMENT TRUST

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.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

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

Financial issues to consider:

Income has been volatile recently
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/10/23		£158	£156	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/10/22		£261	£336	£-76	n/a	n/a	n/a	n/a	n/a	n/a
31/10/21		£338	£343	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/10/20		£160	£92	£67	n/a	n/a	n/a	n/a	n/a	n/a
31/10/19	*	£157	£76	£81	n/a	n/a	n/a	n/a	n/a	n/a
31/10/18		£175	£81	£93	n/a	n/a	n/a	n/a	n/a	n/a
31/10/17		£385	£151	£234	n/a	n/a	n/a	n/a	n/a	n/a
31/10/16		£48	£22	£26	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 9 years

www.sandpdt.org.uk

bob1foster@aol.com

01929426714

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Dorset,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Wellbeing Swanage (Project of S&PDT, The Centre)
£8,068	21/10/2023	We would like to develop our Community Cafe and Pantry to offer food, made, in part, from Pantry donations, in a friendly, warm space, with repairs, information and advice available.
Co-Operative Group - Grant to Swanage Community Defibrillator Partnership
£8,540	21/10/2023	We wish to continue to provide community defibrillators for the community and visitors to the Purbeck area. This includes replacing equipment and providing familiarisation sessions to the community.
Dorset Community Foundation - Art Workshop
£2,000	06/02/2023	Support Art Workshop Swanage, providing supportive social opportunities for older people and those struggling with loneliness and mental health difficulties
Dorset Community Foundation - Purbeck Ukrainian Learning Hub
£3,475	28/10/2022	Purbeck Ukrainian Learning Hub – cultural sessions to teach Ukrainian language and culture to Ukrainian refugee children, and sharing cultural art/music with the wider community
Co-Operative Group - Grant to Greengage Community Garden
£7,639	22/10/2022	We would like a building on site that can be used for relaxing and taking breaks from gardening activities. We are open for people to take part in gardening activities, or obtain plants or advice.
Dorset Community Foundation - Art Workshop Swanage & Swanage Linking Lives
£3,000	10/02/2022	Supporting the return of activities run by Arts Workshop Swanage and Swanage Linking Lives
Co-Operative Group - Grant to Dementia Friendly Purbeck
£3,405	24/10/2020	We would like to set up a UK meeting centre for dementia.
Co-Operative Group - Grant to Swanage And Purbeck Development Trust
£15,660	19/11/2018	Help us ensure every person with dementia and their carers have the best support from the professional services and the community.
Co-Operative Group - Grant to Swanage Community Defibrillator Partnership
£8,876	29/11/2017	Wee ned to pay for more devices and supplies to provide and maintain public accessed defibrillators and awareness workshops on their use.
Co-Operative Group - Grant to Swanage & Purbeck Development Trust
£7,324	04/08/2017	Help us save a centre where local youth can continue to have a safe place to socialise and enjoy well-being opportunities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 67-83

DAVID STEPHEN WILLIAMS Appointed: 2015, Occupation: Retired Banker

DESMOND RICHARD ROBIN SUTCLIFFE Appointed: 2015, Occupation: Director

DEIRDRE SELWYN Appointed: 2021, Occupation: Retired Nhs Senior Manager

KIM GALLAGHER Appointed: 2014, Occupation: Teaching Assistant

MELVYN LESLIE NORRIS Appointed: 2014, Occupation: Retired

ROBIN JAMES SINCLAIR TAYLOR Appointed: 2015, Occupation: Solicitor

ROBERT FOSTER Appointed: 2014, Occupation: Retired Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 14/07/2015, number: 1162662
Registered at Companies House on 22/10/2013, number: 08743407

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management 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

Filing Record

8 returns made; AR19: 10 days late,

Main office

107 High Street
Swanage
BH19 2NB

Objectives

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.

Defined Area of Benefit:

DORSET

Data Sources

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