Finance Score: 1

Governance Score: 6

Support Score: 4

Reasonable growth: +1

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +4

Overall GiG Score: 11

SWAN ADVOCACY NETWORK

Provides independent advocacy; independent mental health advocacy; and independent mental capacity advocacy to adults who meet referral criteria and who live in the counties of Wiltshire (excluding Swindon), Bath and North East Somerset

Analysis by Giving is Great

Positives:

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
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Established: 16 years

www.swanadvocacy.org.uk

mail@swanadvocacy.org.uk

03333447928

Charity Commission for England and Wales

Tweets

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	£2,053	£2,009	£43	£0	£669	£669	4	76	10
31/03/22	£1,739	£1,647	£92	£1	£626	£626	4.6	64	17
31/03/21	£1,551	£1,380	£171	£1	£534	£528	4.6	60	27
31/03/20	£1,559	£1,516	£43	£3	£363	£363	2.9	62	26
31/03/19	£1,300	£1,331	£-31	£3	£320	£317	2.9	56	25
31/03/18	£1,374	£1,251	£122	£3	£350	£280	2.7	52	0
31/03/17	£1,004	£983	£21	£13	£228	£180	2.2	42	0
31/03/16	£1,056	£1,047	£9	£2	£208	£195	2.2	49	0
31/03/15	£599	£592	£7	£14	£199	£195	3.9	19	0
31/03/14	£621	£533	£88	£4	£192	£173	3.9	19	0
31/03/13	£366	£373	£-7	£0	£0	£0	n/a	0	0
31/03/12	£404	£375	£29	£0	£0	£0	n/a	0	0
31/03/11	£329	£354	£-25	£0	£0	£0	n/a	0	0
31/03/10	£338	£359	£-22	£0	£0	£0	n/a	0	0
31/03/09	£303	£324	£-21	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 8.6

Asset Split ?

Listed activities

Disability
General Charitable Purposes
Other Charitable Purposes

How it operates

Provides advocacy/advice/information

Where it operates

Bath And North East Somerset, Somerset, Wiltshire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

76 employees
10 volunteers

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.

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£26,014	29/09/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
DCMS - VSCE CMC Fund
£5,000	15/09/2020	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 ....more 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 on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Wiltshire Community Foundation - Grant to SWAN Advocacy Network
£9,710	08/09/2020 12	To setup and run a money/debt advice service for vulnerable people in Salisbury
National Lottery Community Fund - The Living Well Service
£294,696	22/02/2019 36	The funding will enable the project to redesign its service, using feedback from various stakeholders. The project supports people persons suffering or recovering from an illness, disability or the ....more The funding will enable the project to redesign its service, using feedback from various stakeholders. The project supports people persons suffering or recovering from an illness, disability or the effects of ageing, or their carers, in Wiltshire and in counties across the South West by the provision of an advocacy service.
Wiltshire Community Foundation - Joint Advocacy Outreach in Salisbury
£5,000	25/04/2018	Swan Advocacy supports vulnerable people to have their voices heard and to exercise control in their lives through providing advocacy services. Funding will help meet the costs of a pilot project to ....more Swan Advocacy supports vulnerable people to have their voices heard and to exercise control in their lives through providing advocacy services. Funding will help meet the costs of a pilot project to provide advocacy to clients of Wiltshire Citizens Advice whose mental health or learning disability would otherwise prevent them from fully benefitting from WCA’s advice.
Lloyds Bank Foundation - Grant to SWAN Advocacy
£12,480	17/02/2016 12	SWAN Advocacy supports vulnerable people to have as much control as possible over their own lives. This request is for a new website which will help them better explain and demonstrate what they do ....more SWAN Advocacy supports vulnerable people to have as much control as possible over their own lives. This request is for a new website which will help them better explain and demonstrate what they do and help attract supporters.
National Lottery Community Fund - Dementia Advocacy Service
£391,488	02/12/2015 36	The project will expand its support for people with dementia beyond Wiltshire to Somerset, Bath and North East Somerset. The project aims to help people with dementia have more control over their ....more The project will expand its support for people with dementia beyond Wiltshire to Somerset, Bath and North East Somerset. The project aims to help people with dementia have more control over their future and improve their confidence. A team of volunteers and specialist staff will provide advocacy and support to people to help them improve their quality of life now and put plans in place about their wishes for the future before their illness progresses to a stage when they are unable to express their views.
Wiltshire Community Foundation - Grant to SWAN Advocacy Network
£5,000	15/05/2015 15	Swan provides advocacy support to individuals who experience physical or mental of physical ill health and those who provide informal care for adults who are elderly, suffering ill health or are ....more Swan provides advocacy support to individuals who experience physical or mental of physical ill health and those who provide informal care for adults who are elderly, suffering ill health or are disabled. The grant supported the costs of volunteer recruitment fairs and training for new volunteer Advocates.
Lloyds Bank Foundation - Grant to SWAN Advocacy
£15,000	25/10/2013	SWAN Advocacy will provide an advocacy service for people in the early stages of dementia who live in rural parts of Wiltshire. Advocates will help resolve immediate problems and help produce life ....more SWAN Advocacy will provide an advocacy service for people in the early stages of dementia who live in rural parts of Wiltshire. Advocates will help resolve immediate problems and help produce life story books to ensure their voice is heard in future.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 23-77

ALAN GUYVER Appointed: 2015, Occupation: Retired

CLAIRE TOUGH Appointed: 2020, Occupation: Director

LYNDA CORWIN Appointed: 2020, Occupation: Retired

MAHRUS JALIL Appointed: 2022, Occupation: Student

PETER HARDING Appointed: 2019, Occupation: Hr Manager

POUVANEN VEERAPPAPILLAY Appointed: 2022, Occupation: Operations Manager

Legal constitution

Charitable company registered in England & Wales on 01/09/2008, number: 1125679
Registered at Companies House on 21/05/2008, number: 06599429

Gift Aid

NOT 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
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

15 returns made; all on time

Main office

Swan Advocacy Network
Hi Point House
Thomas Street
TAUNTON
Somerset
TA2 6HB

Objectives

The objects for which the Company is established are: a) the relief of those in need, by reason of youth, age, ill-health, disability, financial hardship, or other disadvantage in particular but not exclusively by the delivery of advocacy, money management and debt counselling and b) the advancement of education in particular but not exclusively through the delivery of self-advocacy training and end of life planning andc) the advancement of human rights, conflict resolution or reconciliation or the promotion of religious or racial harmony or equality and diversity in particular but not exclusively by the provision of statutory advocacy and victim support services.Primarily, but not solely, in counties across the South West of England or adjoining the South West.

Defined Area of Benefit:

LOCAL

Data Sources