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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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£944,103
Latest Expenditure
£195,754

Financial Efficiency

Program Ratio 20.2%
% of income going directly to charitable activities
Overall Efficiency 97.5%
% of expenditure going to programs (vs overhead)
Administrative Ratio 2.7%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £828,705
Charitable Activities £108,248
Other Trading £4,066
Investments £3,084
Other Income £0

Expenditure Categories

Charitable Expenditure £190,925
Raising Funds £4,829
Governance £500
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£944,103
£195,754£190,925£1,342,281£154,5258 / 250
2023
£157,976
£155,9190 / 150
2022
£260,572
£336,0830 / 150
2021
£338,340
£343,0580 / 150
2020
£159,819
£92,3200 / 90

Staff column shows: Employees / Volunteers

Frequently asked questions about Swanage And Purbeck Development Trust

What does Swanage And Purbeck Development Trust do?

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.

How much income did Swanage And Purbeck Development Trust report in 2024?

Swanage And Purbeck Development Trust reported total income of £944k and reported expenditure of £196k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

When was Swanage And Purbeck Development Trust registered as a charity?

Swanage And Purbeck Development Trust was registered with the Charity Commission for England and Wales on 14 July 2015 as charity number 1162662. It has been registered for 11 years.

Who runs Swanage And Purbeck Development Trust?

Swanage And Purbeck Development Trust is governed by a board of 9 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Swanage And Purbeck Development Trust operate?

Swanage And Purbeck Development Trust operates in Dorset, as recorded in its Charity Commission filing.

Is Swanage And Purbeck Development Trust a registered charity?

Yes — Swanage And Purbeck Development Trust is a registered charity in England and Wales, charity number 1162662.

Details

Address
107 High Street
Swanage
BH19 2NB
Registration Date
14 July 2015
Status
Registered

Registry Information

Organisation Number
5059871
Charity Number
1162662

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Trustees

Alexandria Brocklesby
Annabel Patience Eady
DESMOND RICHARD ROBIN SUTCLIFFE
Dr Deborah Jane Evans
Also governs 3 other charities
Frank Edmund Roberts
MELVYN LESLIE NORRIS
Robert Foster
Also governs 1 other charity
ROBIN JAMES SINCLAIR TAYLOR
Susan Margaret Younghusband

Data & trust

Register data refreshed
14 May 2026
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