Overall GiG Score: 8 ?
Finance Score: 0
Governance Score: -2
Support Score: 10
  • No PartB
  • Narrow trustee age band: -2
  • Large volunteers +3
  • Grant maker support: +7

SWAN ADVICE NETWORK 

SWAN's purpose is to provide a range of access and advice services aimed at alleviating need and hardship in Bath and North East Somerset and the surrounding areas. We provide transport services using volunteer drivers for the elderly or disabled on low incomes and have regular Cuppa and Chat sessions for our lonely and isolated passengers.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • Spending has increased 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 and a Community Foundation

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Established: 13 years

swan.chessck.co.uk

ceo@swan-transport.co.uk

01761435643

Charity Commission for England and WalesCompanies House
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£136£134£2n/an/an/an/an/a30
31/03/22£103£107£-4n/an/an/an/an/a33
31/03/21£104£81£22n/an/an/an/an/a22
31/03/20£111£97£14n/an/an/an/an/a30
31/03/19£78£97£-19n/an/an/an/an/a29
31/03/18£108£92£16£0£0£0n/a00
31/03/17£111£115£-4£0£0£0n/a00
31/03/16£132£134£-2£0£0£0n/a00
31/03/15£128£132£-4£0£0£0n/a00
31/03/14£132£134£-2£0£0£0n/a00
31/03/13£152£150£2£0£0£0n/a00
31/03/12*£129£115£13£0£0£0n/a00

Highest pay bracket: less than £60,000
What it does
  • Disability
  • The Prevention Or Relief Of Poverty
Who works here?
  • 30 volunteers
Who it helps
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Bath And North East Somerset,

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
Quartet Community Foundation£48,069
DCMS£22,580
National Lottery Community Fund£10,000
Trusthouse Charitable Foundation£10,000
Garfield Weston Foundation£5,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Swan Community Transport
£10,000 08/09/2023
This funding will be used to cover the running costs of the community transport service where volunteers drive older people and people living with disabilities to social and medical appointments. The ....more
Quartet Community Foundation - Grant to Swan Advice Network
£9,694 11/05/2023
To contribute to the costs of a Development Officer, to update the website to appeal to a younger audience and to provide a replacement computer.
Quartet Community Foundation - Grant to Swan Advice Network
£3,000 01/02/2023
For the continuation of the Cuppa and Chat project which provides get-togethers for lonely and isolated community transport passengers at local cafes.
Trusthouse Charitable Foundation - Grant to Swan Advice Network
£10,000 29/04/2022
23% of the running costs for a community transport scheme for people on a low incomes, disabled or frail in North East Somerset._x000D_
Quartet Community Foundation - Grant to Swan Advice Network
£3,000 01/12/2021
11
For a transport service to help those on low incomes who are unable to reach local services and appointments using volunteers.
Quartet Community Foundation - SWAN Partnership Family Engagement Activties
£18,030 08/07/2021
2
SWAN and Partners to provide a programme of positive engagement activities and trips over the 6 weeks of the school summer holidays, designed to support community cohesion, wellbeing and mental ....more
Quartet Community Foundation - Easter 2020 Support for Local Families in the South Ward
£5,000 04/03/2021
1
Easter Activities - Scavenger/Easter Egg Hunt , Easter Craft and Baking Activities. Planting and Spring Activities.
Quartet Community Foundation - October Half Term & Christmas 2020 Activties under COVID Guidelines
£4,500 16/11/2020
For Christmas Art & Craft packs for children living in deprived areas of South and Central Wards in WsM.
DCMS - Coronavirus Community Support Fund
£22,580 29/07/2020
"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
Garfield Weston Foundation - Main Grants award
£5,000 22/11/2019
Swan Transport
Quartet Community Foundation - Cuppa and Chat
£4,845 21/11/2019
11
To expand the Cuppa and Chat services, that aims to reduce isolation amongst the elderly. Post C19, keeping in touch with more isolated and lonely clients during lockdown and shielding.
Quartet Community Foundation - Swan Transport
£3,000 01/09/2017
5
Towards the annual cost of their volunteer community transport schemes.
Quartet Community Foundation - Swan Transport
£4,000 01/09/2017
5
Towards the annual cost of their volunteer community transport schemes.
Garfield Weston Foundation - Main Grants award
£2,500 18/07/2017
Community Transport
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

Age Range of Trustees: 72-81
  • CHRIS DAVIS (Chair) Appointed: 2009, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 01/04/2011, number: 1141396
  • Registered at Companies House on 21/04/2009, number: 06883950
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
  • 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
12 returns made; AR12: 22 days late,
Main office

SWAN ADVICE NETWORK
LEIGH HOUSE
1 WELLS ROAD
RADSTOCK
BATH AND NORTH EAST SOMERSET
BA3 3RN

Objectives

TO RELIEVE NEED AND HARDSHIP AMONGST PEOPLE IN BATH AND NORTH EAST SOMERSET AND SURROUNDING AREAS BY PROVIDING A RANGE OF ADVICE, INFORMATION AND ACCESS SERVICES.

Defined Area of Benefit:

BATH AND NORTH EAST SOMERSET

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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