Overall GiG Score: 22 ?
Finance Score: 3
Governance Score: 9
Support Score: 10
  • Excess liquidity: -1
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +10

SOUTHMEAD DEVELOPMENT TRUST 

The provision of services for the benefit of the local community of Southmead.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers, including a Community Foundation, recently
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Established: 27 years

www.southmead.org

info@southmead.org

01179503335

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£2,465£2,368£97£87£3,839£3,43517.45850
31/03/22£2,150£1,839£311£49£3,742£3,46622.65070
31/03/21£1,839£1,366£473£72£3,431£3,26128.65183
31/03/20£1,827£1,759£67£37£2,958£2,84719.45650
31/03/19£1,413£1,533£-120£9£2,891£2,82422.15650
31/03/18£1,240£1,324£-84£9£3,010£2,93426.6450
31/03/17£1,075£885£190£6£3,095£2,83138.4380
31/03/16£809£799£10£34£2,905£2,74541.2250
31/03/15£757£603£155£19£2,895£2,72054.2160
31/03/14£564£496£68£19£2,740£2,68765.1120
31/03/13£504£502£1£9£2,672£2,65163.3120
31/03/12£491£530£-39£0£0£0n/a00
31/03/11£563£623£-59£40£2,710£2,71052.2150
31/03/10£580£718£-138£65£2,769£2,76946.3200
31/03/09£816£949£-133£9£2,908£2,79335.3250
31/03/08*£1,232£688£544£29£3,041£2,75348250
31/03/07*£580£629£-49£30£2,497£1,38826.5230
31/03/06*£1,845£868£977£0£0£0n/a00
31/03/05£669£720£-51£0£0£0n/a00
31/03/04£654£661£-7£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 3.7%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 17.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.4
Asset Split ?
What it does
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who works here?
  • 58 employees
  • 50 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bristol City,

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.

Major supporters in last 5 years
Ministry for Housing, Communities and Local Government£234,500
Quartet Community Foundation£144,013
Department for Work and Pensions£98,738
DCMS£98,000
Wolfson Foundation£65,000
Garfield Weston Foundation£50,000
Power to Change£40,000
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Southmead Development Trust
£5,466 21/10/2023
Young people want to make a difference in their community and belong. Our Young Leaders programme equips young people to do just that: come and gain confidence, communication and leadership skills.
Quartet Community Foundation - Grant to Southmead Development Trust
£2,700 02/05/2023
This grant will go towards our Open Access Play session during HT. Our session supports 8-13 years to play and families with 0-8 to engage in activities.
Quartet Community Foundation - Grant to Southmead Development Trust
£250 29/03/2023
As approved by the High Sheriff towards a coach trip for young people from Southmead
Power to Change - SOUTHMEAD DEVELOPMENT TRUST LIMITED (RCF)
£10,000 12/12/2022
Grant to SOUTHMEAD DEVELOPMENT TRUST LIMITED (RCF)
National Lottery Community Fund - Friday Night Youth Session
£10,000 25/11/2022
The funding will be used to continue a weekly youth club for vulnerable young people. The project aims to improve the wellbeing of those who attend and reduce anti-social behaviour in the area.
Garfield Weston Foundation - Main Grants award
£30,000 14/10/2022
The Ranch Adventure Playground
Quartet Community Foundation - Grant to Southmead Development Trust
£25,000 22/09/2022
To lead a community response to the cost of living crisis, ensuring residents have a warm and safe space, support and advice, and affordable family events.
Quartet Community Foundation - Grant to Southmead Development Trust
£1,500 19/07/2022
Toward upgrading the Greenway Centre's main hall lighting to energy-efficient LED lighting.
Quartet Community Foundation - Grant to Southmead Development Trust
£5,000 12/07/2022
A collaboration between organisations covering geographical communities and communities of interest, who will coordinate support in community-based services for adult social care and working as a ....more
Quartet Community Foundation - Grant to Southmead Development Trust
£4,963 11/07/2022
A kickboxing and self-defence group for girls at risk of CSE
Quartet Community Foundation - Grant to Southmead Development Trust
£2,700 06/05/2022
Towards holiday activities for children aged 8-12 in Bristol
Quartet Community Foundation - Grant to Southmead Development Trust
£20,000 29/03/2022
11
Towards delivering weekly open access youth and play sessions for children and young people, a support service to children and young people struggling with social anxiety, and other activities aimed ....more
Quartet Community Foundation - Grant to Southmead Development Trust
£900 17/09/2021
As approved by the High Sheriff towards holiday activities for young people
Quartet Community Foundation - Community Care
£40,000 21/06/2021
24
To develop and sustain alternative person centred models to integrate community services, adult social care and the health sector within the local community in Southmead.
Wolfson Foundation - Grant to Southmead Development Trust
£65,000 10/06/2021
Extension and roof repairs to the charity's health and wellbeing hub, expanding services supporting older people and those with mental health needs
Quartet Community Foundation - Southmead Somali Project
£5,000 01/06/2021
12
To provide welfare advice, homework clubs and an employment support service.
Quartet Community Foundation - Grant to Southmead Development Trust
£2,000 18/05/2021
Towards holiday activities for 8-12 year olds during May half term
Sport England - TGC CF Small Grants
£4,473 24/03/2021
11
This project will deliver remote fitness and exercise sessions for women and girls aged 16+.
Garfield Weston Foundation - Main Grants award - COVID19 response
£20,000 29/01/2021
Southmead Development Trust community rebuild and recovery (core costs contribution).
Quartet Community Foundation - Open Access Youthwork
£10,000 12/11/2020
To increase the level of open access youth work available in Southmead alongside detached youth work, supporting isolated young people to reengage with positive youth activities.
Quartet Community Foundation - Blow the Cobwebs Away!
£3,000 04/08/2020
To reestablish walking groups in the Southmead area and produce a walking map that will contain information about energy saving and climate change issues.
Quartet Community Foundation - Grant to Southmead Development Trust
£3,000 07/07/2020
Towards holiday activities for 8-12 year olds
DCMS - Coronavirus Community Support Fund
£98,000 03/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Power to Change - C-19 Response - Southmead Development Trust
£30,000 09/06/2020
Grant to C-19 Response - Southmead Development Trust
Sport England - COVID-19 CEF
£10,000 01/06/2020
4
Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sport and Physical Activity
Ministry for Housing, Communities and Local Government - COMMUNITY HOUSING FUND
£26,000 01/04/2020
To support an increase in housing supply in England by the community-led housing
Quartet Community Foundation - Grant to Southmead Development Trust
£5,000 30/03/2020
5
To reach (with support and information) Southmead residents who don’t have access to the internet/smartphones – via self-care packages, coordinating volunteers and keeping the Greenway Centre as ....more
Quartet Community Foundation - Southmead Creative Writers' Group
£3,000 15/08/2019
18
Toward the running costs of the Southmead Creative Writers' Group which benefits marginalised individuals at risk of social isolation.
Quartet Community Foundation - The Ranch
£10,000 04/06/2019
12
Towards the staff costs for a contracted 'leader/development' role for The Ranch.
Department for Work and Pensions - ASG Grant 02 Bristol Mental Health Support February 2019
£98,738 01/04/2019
To provide support for claimants with mental health conditions in the Greater Bristol area
Ministry for Housing, Communities and Local Government - ALB - Homes England - Community Housing Fund
£208,500 01/04/2019
community-led housing
Power to Change - Southmead Development Trust
£100,000 01/03/2019
Grant to Southmead Development Trust
Department for Work and Pensions - FSF Avon Somerset Gloucestershire District Grant 02 Bristol Mental Health Support
£53,376 13/02/2019
To provide support for claimants with mental health conditions in the Greater Bristol area
Co-Operative Group - Grant to Southmead Development Trust
£4,929 19/11/2018
We want to improve walking routes and services around the Greenway Community Centre and Badock's Wood.
Quartet Community Foundation - Southmead Therapeutic Gardening Group
£2,500 29/05/2018
12
Toward the Southmead Therapeutic Gardening Group, a social and therapeutic gardening group for the local community at the Greenway Centre.
Quartet Community Foundation - Team Southmead
£6,925 21/12/2017
12
To sustain and develop the Team Southmead resident led community development group.
Quartet Community Foundation - Southmead Therapeutic Horticulture Group
£3,000 20/07/2017
11
To establish a therapeutic gardening group for the local community in the grounds of the Greenway Centre.
Power to Change - Southmead Development Trust
£88,542 01/03/2017
24
Grant to Southmead Development Trust
Quartet Community Foundation - Southmead Adventure Playground (The Ranch) Feasibility Sudy
£5,000 25/01/2017
3
To conduct a feasibility study for a Community Asset Transfer of the Southmead Adventure Playground
Power to Change - Southmead Development Trust
£78,520 01/12/2016
26
Grant to Southmead Development Trust
Power to Change - Southmead Development Trust
£65,675 01/09/2016
24
Grant to Southmead Development Trust
Quartet Community Foundation - Southmead Boxing Club
£2,500 05/05/2016
8
Two hour weekly boxing sessions and rent for venue at Southmead Youth Centre.
Quartet Community Foundation - Southmead Town Centre regeneration project phase 2a
£8,300 19/04/2016
11
To start stage 2 of the Southmead Town Centre regeneration project.
Quartet Community Foundation - Grant to Southmead Development Trust
£20,000 12/04/2016
Team Southmead Children and Young Peoples Project
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split
Based on 11/12 persons

Age Range of Trustees: 39-76
  • KYE DUDD Appointed: 2022, Occupation: Councillor
  • PAUL VILLE Appointed: 2022, Occupation: Former Ceo
Legal constitution
  • Charitable company registered in England & Wales on 21/03/1997, number: 1061468
  • Registered at Companies House on 10/04/1995, number: 03044008
Gift Aid
  • 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
  • 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
20 returns made; AR08: 21 days late, AR07: 112 days late, AR06: 7 days late,
Main office

SOUTHMEAD DEVELOPMENT TRUST
GREENWAY CENTRE
DONCASTER ROAD
BRISTOL
BS10 5PY

Objectives

THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION, AND IN PARTICULAR IN THE WARD OF SOUTHMEAD, BRISTOL, BY ALL OF THE FOLLOWING MEANS-(A) THE RELIEF OF POVERTY(B) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES(C) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE AND BUILDINGS FOR USE ON FAVOURABLE TERMS

Defined Area of Benefit:

IN PARTICULAR THE WARD OF SOUTHMEAD, BRISTOL

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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