Finance Score: 6
Governance Score: 3
Support Score: 6
  • Good reserves management: +3
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Overall weighted support: +6
Overall GiG Score: 15 ?

SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LIMITED

SWALLOW provides supported housing, outreach in the community, education, independent living skills training, information, supported employment and work skills experience and social and fitness activiites for people with learning disabilities. We are a user led organisation, responding to the needs and wishes of our members.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • Spending has increased 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
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

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£1,485£1,477£8£5£648£62057019
31/03/22£1,363£1,334£29£5£640£6165.56518
31/03/21£1,313£1,177£136£2£611£5625.76018
31/03/20£1,279£1,225£54£3£475£4434.36819
31/03/19£1,227£1,162£65£3£421£38946421
31/03/18£1,118£1,056£62£3£357£3213.6620
31/03/17£934£878£56£3£295£2703.7490
31/03/16£874£845£28£1£240£2313.3480
31/03/15£759£759£0£83£238£2263.6280
31/03/14£689£700£-11£90£238£2303.9240
31/03/13£645£617£28£4£250£2324.5200
31/03/12£581£578£3£3£221£2074.3320
31/03/11£529£496£34£3£216£1854.5330
31/03/10£399£371£28n/an/an/an/an/an/a
31/03/09£337£335£2n/an/an/an/an/an/a
31/03/08£315£323£-8n/an/an/an/an/an/a
31/03/07£283£253£30n/an/an/an/an/an/a
31/03/06£259£228£31n/an/an/an/an/an/a
31/03/05*£285£249£37n/an/an/an/an/an/a
31/03/04£245£239£5n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 5
Asset Split ?
Balance Sheet History
Established: 30 years

www.swallowcharity.org

info@swallowcharity.org

01761414034

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Recreation
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bath And North East Somerset, Somerset,
Who it helps
  • Children/Young People
  • People With Disabilities

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
Quartet Community Foundation£47,098
BBC Children in Need£27,304
Garfield Weston Foundation£10,000
DCMS£6,802
Specific Donations
Amount When
Months
To be used for
Sport England - SWALLOW's Football Team
£3,852 27/03/2024
1
This project will deliver weekly sessions of football training for people with learning disabilities. The team will also participate in the Somerset Disability FA league. Funds will cover coach fees, support staff costs and facility hire.
Quartet Community Foundation - Grant to SWALLOW
£3,836 26/02/2024
As requested by the donor towards enabling teenagers and adults with learning disabilities to live as independently
Masonic Trust - MCF Matched Funding
£2,500 24/01/2024
Unrestricted matched funding in partnership with the local masonic province
Quartet Community Foundation - Grant to SWALLOW
£1,564 30/11/2023
11
This funding would support our members with learning disabilities to take part in 6 cycling sessions with Wheels for All, and for SWALLOW to host a cycling fundraiser.
Quartet Community Foundation - Grant to SWALLOW
£3,000 14/09/2023
To organise cultural and educational trips out from the regular groups, to inspire creativity and encourage growth among the members of the group members with learning disabilities.
Quartet Community Foundation - Grant to SWALLOW
£3,250 11/05/2023
Towards developing a new strategic organisational plan to help maximise the charity's potential and ensure its longevity.
BBC Children in Need - Grant to South West Action for Learning and Living Our Way
£27,304 27/02/2023
36
This project provides an after school youth club for learning disabled children and young people. The club develops independence, increases confidence and improves life skills.
Garfield Weston Foundation - Main Grants award
£10,000 17/02/2023
SWALLOW Core Activities
Quartet Community Foundation - Grant to SWALLOW
£2,633 30/01/2023
For SWALLOW's Fun Club, which enables adults with learning disabilities to get together, socialise and have a good time.
Quartet Community Foundation - Grant to SWALLOW
£2,472 20/12/2022
For the group's Energy Saving project that will make information easy to understand for people with learning disabilities, helping them to reduce energy consumption, increase energy efficiency and save money.
Quartet Community Foundation - Grant to SWALLOW
£2,906 09/12/2022
For the Gardening in the Community Project to enable people with learning disabilities to offer gardening to vulnerable older people living locally in their own homes.
Quartet Community Foundation - Grant to SWALLOW
£2,000 19/08/2022
We want to improve our members mental and phyiscal wellbeing by organising a new Boogie Nights dance evening in Midsomer Norton. The current session is over subscribed and hugely popular.
Quartet Community Foundation - Grant to SWALLOW
£8,800 21/07/2021
11
Towards three activities: a new website; training and coaching for senior support staff to reflect on lessons learnt from the past year; and towards a project manager to build an evaluation and monitoring framework.
Quartet Community Foundation - Healthy Living Sessions
£1,723 25/06/2021
To restart the Healthy Living Sessions for people with learning disabilities, these will be a mixture of physical activity and healthy eating to encourage health and wellbeing.
Quartet Community Foundation - Grant to SWALLOW
£8,101 08/12/2020
The 6 months salary of a Crisis Outreach Worker and on costs for providing one to one support for people with learning disabilities through Bath and NE Somerset.
DCMS - Coronavirus Community Support Fund
£6,802 11/09/2020
"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 operate, thereby reducing the burden on public ....more
Quartet Community Foundation - Grant to SWALLOW
£3,905 27/04/2020
To support local teenagers and adults with learning disabilities and also provide activities to reduce isolation and anxiety during this crisis.
Quartet Community Foundation - Water Bottles and Climate Change
£914 10/03/2020
8
To encourage our members and our cafe customers to use less plastic and drink more water through reusable water bottles and information sessions.
Quartet Community Foundation - Loss and Bereavement Awareness Training
£1,994 05/12/2019
11
Loss and Bereavement Awareness training workshop provided by CRUSE Bereavement Care for SWALLOW support staff. We would also run group sessions with members to facilitating open and supported discussions.
Quartet Community Foundation - Activity Day for adults with learning disabilities
£4,400 23/10/2019
12
To offer a new activity day for adults with learning disabilities in Midsomer Norton aimed at combating social isolation and improving mental health and general well-being.
Quartet Community Foundation - Employment Support Co-ordinator
£4,695 24/07/2018
11
For the Employment Support Co-ordinator who encourages local organisations to give members the opportunity to gain work.
BBC Children in Need - Grant to South West Action for Learning and Living Our Way
£28,415 10/08/2017
36
This project provides an after school youth club for children with learning disabilities. The club develops independence, increases confidence and improves life skills.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 60-80
  • ANTONY CHARLES GERMAN Appointed: 2021, Occupation: Trustee
  • CHRISTOPHER PATRICK WINPENNY Appointed: 1997, Occupation: Chartered Accountant
  • CHRISTINE NEGUS Appointed: 2018, Occupation: Retired
  • DAVID VAUGHAN Appointed: 2007, Occupation: It Analyst
  • JOHN FREEMAN Appointed: 2013, Occupation: Retired
  • JILL SOUTER (Chair) Appointed: 2018, Occupation: Retired
  • MARK ROPER Appointed: 2022, Occupation: Trustee
  • PHILLIP EDMONDS Appointed: 2024, Occupation: Trustee
  • ROGER WINSLEY Appointed: 2024, Occupation: Trustee
  • SUSAN HAWKEY Appointed: 2019, Occupation: Trustee
Legal constitution
  • Charitable company registered in England & Wales on 19/04/1995, number: 1045893
  • Registered at Companies House on 17/03/1995, number: 03034328
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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; AR05: 78 days late,
Main office

SWALLOW LTD
THE OLD ENGINE HOUSE
OLD PIT ROAD
MIDSOMER NORTON
RADSTOCK
BA3 4BQ

Objectives

RELIEF OF PEOPLE WITH LEARNING DIFFICULTIES IN SOUTH WANSDYKE AND SURROUNDING AREAS,IN PARTICULAR BY THE PROVISION OF (OR ASSISTANCE IN THE PROVISION OF) SUPPORTED HOUSING AND ASSOCIATED AMENITIES CALCULATED TO MEET THE NEEDS OF SUCH PEOPLE, AND BY THEIR TRAINING TO ENABLE THEM TO LIVE INDEPENDENTLY WITHIN THEIR LOCAL COMMUNITY.

Defined Area of Benefit:

SOUTH WANSDYKE

Data Sources

Charity Commission for England and Wales
360 Giving

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