Finance Score: 10
Governance Score: 6
Support Score: 11
  • Strong growth: +2
  • Fundraising costs low: +3
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +11
Overall GiG Score: 27 ?

SWEDA LTD

TO PROVIDE SERVICES FACILITIES AND TRAINING FOR THE RELIEF OF THOSE SUFFERING FROM OR AFFECTED BY EATING DISORDERS
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • Fundraising costs are low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

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
31/03/23£708£570£138£37£636£63613.41325
31/03/22£508£373£135£29£498£48715.71025
31/03/21£472£288£185n/an/an/an/an/an/a
31/03/20£242£172£70n/an/an/an/an/an/a
31/03/19£177£108£69n/an/an/an/an/an/a
31/03/18£161£126£35n/an/an/an/an/an/a
31/03/17£134£135£-1n/an/an/an/an/an/a
31/03/16£77£97£-19n/an/an/an/an/an/a
31/03/15£28£38£-10n/an/an/an/an/an/a
31/03/14£33£60£-27n/an/an/an/an/an/a
31/03/13£62£66£-4n/an/an/an/an/an/a
31/03/12*£75£96£-21n/an/an/an/an/an/a
31/03/11£81£100£-18n/an/an/an/an/an/a
31/03/10£95£91£4n/an/an/an/an/an/a
31/03/09£124£107£17n/an/an/an/an/an/a
31/03/08£144£99£45n/an/an/an/an/an/a
31/03/07£134£110£24n/an/an/an/an/an/a
31/03/06£135£140£-5n/an/an/an/an/an/a
31/03/05£165£168£-3n/an/an/an/an/an/a
31/03/04*£156£138£18n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 5.3%
Fundraising Costs/Total Spending: 6.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 32%
Liabilities/Income: 42%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 13 months
Quick Ratio: 3.1
Asset Split ?
Balance Sheet History
Established: 28 years

www.swedauk.org

admin1@swedauk.org

01749343344

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Support for addiction & substance abuse
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England,
Who it helps
  • Children/Young People
  • 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.

Major supporters in last 5 years
National Lottery Community Fund£469,778
BBC Children in Need£118,645
Lloyds Bank Foundation£64,856
Prudence Trust£45,000
Somerset Community Foundation£11,250
Specific Donations
Amount When
Months
To be used for
Prudence Trust - Trustee Grant - Continuation of Counselling
£30,000 28/09/2023
Continuation of counselling service for young people with disordered eating
BBC Children in Need - Grant to Somerset and Wessex Eating Disorders Association
£118,645 05/04/2023
36
This project provides support services for young people with eating disorders. Outcomes will be improved mental and physical wellbeing, and increasing participants' understanding of their condition.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Somerset and Wessex Eating Disorders Association
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Prudence Trust - CYP early intervention counsellor
£15,000 26/05/2022
Early intervention counselling sessions for children and young people (13-17) with early signs of disordered eating or body image issues.
Lloyds Bank Foundation - Grant to Somerset and Wessex Eating Disorders Association
£50,000 11/05/2022
24
Unrestricted grant over two years towards the core costs of Somerset and Wessex Eating Disorders Association
Co-Operative Group - Grant to Somerset and Wessex Eating Disorders Association
£903 23/10/2021
We would like to deliver awareness sessions to young people in schools and youth groups. We hope to raise their knowledge of eating disorders, how to spot them and how to access help.
Somerset Community Foundation - Core costs of delivering eating disorder support services
£1,000 13/09/2021
Core costs of delivering eating disorder support services
National Lottery Community Fund - SWEDA Administration Coordinator
£9,957 03/09/2021
The organisation will use the funding to hire a coordinator and build IT capacity to allow them to continue and develop their services to supporting people with eating disorders.
National Lottery Community Fund - Reaching Somerset - Continuation funding
£450,000 28/01/2021
57
The funding will be used to allow the organisation to continue and expand their preventative and recovery services for people with eating disorders to meet rising demand. The project particularly focuses on supporting young people.
Somerset Community Foundation - COVID19 Adaptations to help manage social distancing
£2,000 14/12/2020
3
Grant to SWEDA
Somerset Community Foundation - COVID19 Online and face-to-face counselling for those with eating disorders across Somerset
£5,000 31/07/2020
6
Grant to SWEDA
Lloyds Bank Foundation - Variation grant to Somerset and Wessex Eating Disorders Association
£12,606 23/07/2020
Grant to Somerset and Wessex Eating Disorders Association meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
DCMS - VSCE CMC Fund
£4,972 03/06/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
National Lottery Community Fund - SWEDA Social Media and Volunteer Coordinator
£9,821 07/05/2020
11
The funding will cover staffing resources and core costs during Covid-19. The project which is supporting people with eating disorders offering online access to peer support and to address mental health and other associated issues.
Somerset Community Foundation - COVID19 Virtual counselling service for people with eating disorders
£3,250 03/04/2020
2
Virtual counselling service for people with eating disorders
Lloyds Bank Foundation - Grant to Somerset and Wessex Eating Disorders Association
£100,000 27/03/2019
36
To fund a contribution towards core costs for the delivery of services for people with eating disorders.
Somerset Community Foundation - SWEDA Admin Co-Ordinator Post
£4,000 26/03/2019
11
Core running costs of providing support for people affected by eating disorders
National Lottery Community Fund - SWEDA - Digital
£9,936 22/03/2019
12
The funding will be used to create a virtual service to support people who have eating disorders. The project aims to increase health and wellbeing.
Somerset Community Foundation - SWEDA
£10,000 21/11/2018
11
Core running costs
Garfield Weston Foundation - Main Grants award
£10,000 20/09/2017
SWEDA - Core Cost
National Lottery Community Fund - SWEDA - Health Professionals Eating Disorders Workshops
£9,950 13/09/2017
12
The funding will be used to run eating disorder workshops which aim to empower people to live a more fulfilled and healthy life.
Somerset Community Foundation - SWEDA - Core Funding
£5,000 20/06/2017
24
Support for people affected by eating disorders
Lloyds Bank Foundation - Grant to Somerset and Wessex Eating Disorders Association
£15,000 25/01/2017
12
Grant will fund consultancy support to undertake search into fundraising options, development of fundraising strategy, training for volunteers and trustees (community fundraising and HNWI) and database developments.
Somerset Community Foundation - New kitchen/ diner
£2,500 17/02/2016
6
New kitchen/ diner
National Lottery Community Fund - Reaching Somerset
£450,000 24/03/2015
60
Not Available
Lloyds Bank Foundation - Grant to Somerset & Wessex Eating Disorders Association
£24,000 19/12/2011
the salary costs of the Client Services Manager including training
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 28-62
  • HANNAH KATE LEWIS Appointed: 2024, Occupation: Academic Researcher
  • IAN JAMES CREEK Appointed: 2024, Occupation: Managing Director
  • KAREN PROSSER Appointed: 2023, Occupation: Healthcare Consultant
  • MEGAN POTTS Appointed: 2022, Occupation: Youth Worker
  • REBECCA PARTOS Appointed: 2023, Occupation: Nurse
  • REV EDWARD DAY Appointed: 2023, Occupation: Clerk In Holy Orders
  • SARAH HALL Appointed: 2009, Occupation: Market Analysis Manager
Legal constitution
  • Charitable company registered in England & Wales on 27/06/1996, number: 1056441
  • Registered at Companies House on 06/06/1996, number: 03208772
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
  • Investing charity funds policy and procedures
  • Investment
  • 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; AR12: 8 days late, AR04: 2 days late,
Main office

The Coach House
Harvest Court
Park Road
Shepton Mallet
Somerset
BA4 5BS

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF SOMERSET AND SURROUNDING AREAS AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS AND IN THE FURTHERANCE OF THE SAID PURPOSES, BUT NOT FURTHER OR OTHERWISE, TO PROVIDE SERVICES, FACILITIES AND TRAINING FOR THE RELIEF OF THOSE SUFFERING FROM OR AFFECTED BY EATING DISORDERS.

Defined Area of Benefit:

SOMERSET AND SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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