---
title: "Swanage and Purbeck Development Tr… rating | CharityCompare"
description: "Swanage and Purbeck Development Trust scores 100/100 (Exceptional). Latest accounts 2024: income £944k · 98% on charitable activities. Reg 1162662."
source: https://www.charitycompare.org.uk/charity/swanage-and-purbeck-development-trust
retrieved: 2026-08-18T00:47:50.568Z
license: "Charity data © Crown copyright, Open Government Licence v3.0"
---

Quick answer

## Is Swanage and Purbeck Development Trust a good charity?

Swanage and Purbeck Development Trust scores 100/100 (5 stars, Exceptional) on CharityCompare's Clarity Score, calculated from its UK regulator filings. Its latest accounts year is 2024 (£944k total income, 98% of spending on charitable activities). This reflects financial transparency and stewardship on paper — not the real-world impact of its programmes. See the full breakdown.

Bournemouth · BH19 2NB |
Reg [1162662](https://www.charitycompare.org.uk/charity/swanage-and-purbeck-development-trust) | Registered charity | [Official website](https://www.sandpdt.org.uk/) | [Charity Commission register](https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1162662)

Donate

## How can you give to SWANAGE AND PURBECK DEVELOPMENT TRUST?

You leave CharityCompare to complete a donation on the official SWANAGE AND PURBECK DEVELOPMENT TRUST form. We do not process payments or take commission. Opens their official online donation form.

[Donate](https://www.sandpdt.org.uk/?utm_source=charitycompare&utm_medium=referral&utm_campaign=donate&utm_content=1162662)

## What does Swanage and Purbeck Development Trust do?

Swanage and Purbeck Development Trust is a registered charity (no. 1162662) working in poverty relief in Bournemouth · BH19 2NB. Its latest Charity Commission filing directs 98% of spending to charitable activities, holding roughly 8 months of reserves, and files its annual accounts on time. Reported income changed sharply in 2024 (likely a merger, transfer or reporting change) — year-on-year trend labels are not meaningful across that step. CharityCompare's Clarity Score rates the organisation only from public Charity Commission accounts — accountability, financial health, efficiency and community support — not the quality or impact of its programmes.

Summarised from public filings — Swanage and Purbeck Development Trust hasn't added its own description yet. [Work here? Add it free →](https://www.charitycompare.org.uk/claim?charity=swanage-and-purbeck-development-trust)

**In short:** SWANAGE AND PURBECK DEVELOPMENT TRUST scores 100 out of 100 (5 stars). 98% average program spend (Latest year, disclosed years only). Filings are up to date with no major concerns.

## What is Swanage and Purbeck Development Trust?

Swanage and Purbeck Development Trust has a Clarity Score of 100 out of 100 on CharityCompare (5 stars, Exceptional). Charity Commission registration number 1162662. Status: Registered. Primary cause area: Poverty relief. Latest accounts year 2024: total income £944k, with 98% of expenditure on charitable activities. Accounts filing: up to date. Reserves: approximately 8 months of operating costs. No major red flags from our filing review. Scores are independent and based on official filings — not a donation recommendation.

Data from [Charity Commission register](https://register-of-charities.charitycommission.gov.uk/), last updated 17 July 2026.

Overall score

100/100

5★ · Exceptional

Cause spend

98%

latest year · charitable activities

Accountability

100/100

Finance beacon

Income

£944k

Latest year 2024

Reserves

8 mo

Months of running costs

Accounts filing

On time

Charity Commission

£282.2 raised per £1 fundraising (latest year) ·
1% overhead · Website on register ·
Confidence: high

## How does SWANAGE AND PURBECK DEVELOPMENT TRUST compare?

Clarity Score percentile against similar UK charities — the share of peers SWANAGE AND PURBECK DEVELOPMENT TRUST scores higher than.

Income band (£500k–£1m)100thpercentile

**Scores higher than 100% of 2,187 charities in its income band** · 100/100 vs 79 peer average (marker).

Poverty relief charities100thpercentile

**Scores higher than 100% of 1,502 charities in this cause** · 100/100 vs 78 peer average (marker).

## How reliable is Swanage and Purbeck Development Trust's data?

Source

Charity Commission (England & Wales)

Accounts year

2024

Filing date

24 June 2026

Profile reviewed

17 July 2026

High confidence — complete filing data

Scores reflect the latest annual accounts on the register. Clarity Score measures how clearly the charity accounts for money in those filings — not programme impact.

Contains public sector information licensed under the Open Government Licence v3.0. Sources:
[Charity Commission for England and Wales](https://register-of-charities.charitycommission.gov.uk/),
[Office of the Scottish Charity Regulator](https://www.oscr.org.uk/) and
[Charity Commission for Northern Ireland](https://www.charitycommissionni.org.uk/).
[Open Government Licence v3.0](https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/).

## What is Swanage and Purbeck Development Trust's Beacon report?

Detailed accountability and finance metrics from UK regulator filings — structured for transparency in our four-beacon report.

### Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

100/100
| Metric | Score | Value |
| --- | --- | --- |
| Filing history (5 years) 100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts. | 100% | 15/15 pts |
| Trustee oversight Three or more trustees on the register = 15 pts, scaled down for fewer (governance red flag below three). | 100% | 9 trustees · 15/15 pts |
| Declared policies Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return. | 100% | 10/10 pts |

### Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

100/100
| Metric | Score | Value |
| --- | --- | --- |
| Reserves (months of cash) 3–24 months = full marks, tapering on both sides · 0 months or 4+ years (hoarding) = 0 pts. | 100% | 8 months · 15/15 pts |
| Income stability / growth +20% or more over the window = 10 pts · flat = 5 pts · −20% or worse = 0 pts, scaled between. | 100% | 10/10 pts · 3-year average |
| Liabilities to assets 0% liabilities-to-assets = 5 pts, scaling down to 0 pts at 60%+ debt. | 100% | 3% · 5/5 pts |

### Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100
| Metric | Score | Value |
| --- | --- | --- |
| Program expense ratio 90%+ on charitable activities = full marks, scaling down to 0 pts at 50% or below. | 100% | 98% · 10/10 pts (3-year average) |
| Fundraising efficiency ≤10p to raise £1 = full marks, scaling down to 0 pts at 40p or above (fundraising cost ÷ income). | 100% | 0p per £1 income · 10/10 pts (3-year average) |

### Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

100/100
| Metric | Score | Value |
| --- | --- | --- |
| Volunteer-to-staff ratio Volunteers at 2x staff or more = full marks · no volunteers = 0 pts, scaled between. | 100% | 250 volunteers / 8 staff · 10/10 pts |

[How we calculate beacon scores →](https://www.charitycompare.org.uk/methodology)

## What is Swanage and Purbeck Development Trust's Clarity Score?

100/100 total · Exceptional · 5 of 5 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

100/100

Accountability & Transparency

100/100

Financial Health

100/100

Financial Efficiency

100/100

Community Support

### Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

100/100

Filing history (5 years)15/15 pts

Trustee oversight9 trustees · 15/15 pts

Declared policies10/10 pts

### Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

100/100

Reserves (months of cash)8 months · 15/15 pts

Income stability / growth10/10 pts · 3-year average

Liabilities to assets3% · 5/5 pts

### Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Program expense ratio98% · 10/10 pts (3-year average)

Fundraising efficiency0p per £1 income · 10/10 pts (3-year average)

### Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

100/100

Volunteer-to-staff ratio250 volunteers / 8 staff · 10/10 pts

## How much does Swanage and Purbeck Development Trust raise and spend?

Latest filed year 2024 · Source: Charity Commission filings
| Category | Amount | % of spend |
| --- | --- | --- |
| Total income | £944k | — |
| Total expenditure | £196k | — |
| Charitable activities | £191k | 98% |
| Fundraising | £5k | 2% |
| Governance & admin | £500 | 0% |

98%On charitable activities

## Where does the money go?

Latest accounts (2024) · £196k spent

- Charitable activities98% · £191k
- Fundraising2% · £5k
- Governance0% · £500

## What trust indicators does Swanage and Purbeck Development Trust have?

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

- ✓ Accounts filed on time

up to date · last filing 24 June 2026

- ✓ Trustee board size (3–12)

9 trustees on the Charity Commission register

- ✓ Workforce on register

8 employees · 250 volunteers (31:1 volunteer-to-staff)

Fundraising Regulator

Status not yet checked

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

[Check Fundraising Regulator →](https://www.fundraisingregulator.org.uk/members/)

Official register

Reg 1162662

Full trustee list, accounts, and regulatory history on the Charity Commission.

[View on Charity Commission →](https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1162662)

### Trustees & officers

- Robert Foster since 2014
- MELVYN LESLIE NORRIS since 2014
- DESMOND RICHARD ROBIN SUTCLIFFE since 2015
- ROBIN JAMES SINCLAIR TAYLOR since 2015
- Frank Edmund Roberts since 2023
- Susan Margaret Younghusband since 2024
- Annabel Patience Eady since 2025
- Dr Deborah Jane Evans since 2025
- Alexandria Brocklesby since 2025

100
How we score charities
+The Clarity Score is a 100-point rating from UK regulator filings (Charity Commission for England and Wales, OSCR and CCNI). Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10) — each scored on a continuous scale, not pass/fail cutoffs. A statutory inquiry sets the score to 0 automatically.

[Full methodology →](https://www.charitycompare.org.uk/methodology)

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15, scaling up to a board of three or more), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15, full marks 3–24 months, tapering on both sides), income stability (10), liabilities to assets (5, scaling down as debt rises).

Financial Efficiency

Scored from filings

20 points — program expense ratio and fundraising cost, each on a graduated scale (not a single cutoff). Kept at 20% of the total: financial-ratio scoring alone is not a reliable effectiveness signal (see "why not just an overhead ratio?" below).

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data, scaling continuously up to a 2:1 ratio.

Overall score

Sum of all pillar points. Display stars use the same bands as the labels: 90–100 → 5★ Exceptional; 75–89 → 4★ Good; 60–74 → 3★ Needs improvement; 1–59 → 2★ Poor; 0 → not rated.

## How have Swanage and Purbeck Development Trust's finances changed over five years?

- Income
- Spending
- Cause spend

Values in £ thousands · Cause spend plotted only when the filing discloses a split · Source: Charity Commission accounts

## What are the key facts about Swanage and Purbeck Development Trust?

Overall score

100/100 (5★)

Income

£944k

Cause spend

98% of expenditure

Reg number

1162662

Scope

Local (bournemouth)

Reserves

8 months

Trustees

9

Accounts year

2024

Filing

up to date

## How does SWANAGE AND PURBECK DEVELOPMENT TRUST compare, and where else can you look?

[Compare SWANAGE AND PURBECK DEVELOPMENT TRUST with others](https://www.charitycompare.org.uk/compare-charities?ids=swanage-and-purbeck-development-trust) [More poverty relief charities](https://www.charitycompare.org.uk/browse/poverty) [How we score charities](https://www.charitycompare.org.uk/methodology)

### Where SWANAGE AND PURBECK DEVELOPMENT TRUST sits

The causes this charity is classified under, and other charities working nearby.

- [poverty charities](https://www.charitycompare.org.uk/browse/poverty)
- [disability charities](https://www.charitycompare.org.uk/browse/disability)
- [environment charities](https://www.charitycompare.org.uk/browse/environment)
- [arts charities](https://www.charitycompare.org.uk/browse/arts)
- [Charities in Bournemouth](https://www.charitycompare.org.uk/cities/bournemouth)
- [poverty charities in Bournemouth](https://www.charitycompare.org.uk/browse/poverty/bournemouth)

### Similar poverty relief charities

Top-rated peers by CharityCompare score

- [AMOS TRUST](https://www.charitycompare.org.uk/charity/amos-trust) 100/100 · £2.6m
- [SUFRA - NW LONDON](https://www.charitycompare.org.uk/charity/sufra-nw-london) 100/100 · £1.7m
- [WILDERNESS FOUNDATION UK](https://www.charitycompare.org.uk/charity/wilderness-foundation-uk) 100/100 · £1.6m
- [BIRMINGHAM CITY MISSION](https://www.charitycompare.org.uk/charity/birmingham-city-mission) 100/100 · £1.4m

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## Frequently asked questions

Common questions about Swanage and Purbeck Development Trust's rating, finances, and Charity Commission status.

Is Swanage and Purbeck Development Trust a good charity? + Swanage and Purbeck Development Trust scores 100 out of 100 (5 stars — Exceptional) on CharityCompare's Clarity Score, our independent read of its UK regulator filings. Around 98% of its spending goes to charitable activities and its accounts are up to date. That reflects how transparent and financially healthy it looks on paper — it does not measure the real-world impact of its work, so treat it as one factor alongside the cause you care about. CharityCompare never tells you where to donate.

Is Swanage and Purbeck Development Trust a legitimate charity? + Yes — Swanage and Purbeck Development Trust is a legitimate registered charity (charity number 1162662). Verify it on the official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1162662. Registration proves status; Clarity Score then summarises filing transparency on paper, not programme impact.

What is Swanage and Purbeck Development Trust's charity number? + Swanage and Purbeck Development Trust's charity number is 1162662. Check that number on the official register (Charity Commission, OSCR or CCNI) or this CharityCompare profile before you donate — scammers sometimes reuse real numbers on fake appeals.

What is Swanage and Purbeck Development Trust's charity rating? + Swanage and Purbeck Development Trust scores 100 out of 100 on CharityCompare (5 stars — Exceptional). The Clarity Score V1 sums four pillars from UK regulator filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10). Stars use the same bands as those labels — 90+ is 5★ Exceptional. It is not an impact ranking.

Does Swanage and Purbeck Development Trust have reviews and complaints? + CharityCompare does not host public user reviews for Swanage and Purbeck Development Trust. Instead you get a filing-based Clarity Score, cause spend, reserves and red flags such as late accounts. For formal complaints about a charity, contact the Charity Commission, OSCR, CCNI or the Fundraising Regulator as appropriate.

How much of my donation reaches Swanage and Purbeck Development Trust? + According to its 2024 regulator filing, 98% of Swanage and Purbeck Development Trust's total spending went to charitable activities. That is the closest official figure to "how much of your donation reaches the cause" — it is an average across all spending in the filing, not a pound-by-pound breakdown of an individual gift.

What are Swanage and Purbeck Development Trust's overheads? + According to its 2024 regulator filing, fundraising costs were about 2% of total expenditure and combined overheads (fundraising plus governance) were about 1% of total expenditure at Swanage and Purbeck Development Trust. The filings CharityCompare uses do not publish CEO or senior-staff pay, so we cannot say what Swanage and Purbeck Development Trust's chief executive is paid — where disclosure rules apply, senior pay appears in the trustees' annual report on the Charity Commission register.

How much income does Swanage and Purbeck Development Trust receive? + Swanage and Purbeck Development Trust reported £944k total income in its 2024 accounts, based on UK regulator filings. Five-year trend: restructured.

Are Swanage and Purbeck Development Trust's accounts up to date? + Filing status: up to date (last filing 2026-06-24). CharityCompare flags late or missing accounts separately from the financial score.

Where is Swanage and Purbeck Development Trust based? + Swanage and Purbeck Development Trust is listed at Bournemouth · BH19 2NB, focused on poverty relief.

How does CharityCompare score Swanage and Purbeck Development Trust? + We calculate a Clarity Score of 0–100 from four pillars in Swanage and Purbeck Development Trust's regulator filings: Accountability & Transparency (40 points — filing history, trustees, policies), Financial Health (30 — reserves, income trend, debt), Financial Efficiency (20 — cause spend and fundraising cost, on a graduated scale) and Community Support (10 — volunteer-to-staff ratio). An open statutory inquiry scores 0. The score measures reporting on paper, not programme impact. CharityCompare is free for donors, takes no commission on donations, and scores cannot be bought.

How often is this page updated? + This profile was last updated on 17 July 2026 from the latest UK regulator data available to CharityCompare, and Swanage and Purbeck Development Trust's most recent accounts cover 2024. Scores and figures refresh whenever we re-ingest the register, so the page reflects our latest data pull rather than a one-off review.