Finance Score: 2

Governance Score: -2

Support Score: 8

Strong growth: +2
No PartB

Narrow trustee age band: -2

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 8

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
There has been strong growth in spending over the last 5 years
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

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

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
31/03/24		£143	£138	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23		£136	£134	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£103	£107	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£104	£81	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£111	£97	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£108	£92	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£111	£115	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£132	£134	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£128	£132	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£132	£134	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£152	£150	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£129	£115	£13	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 14 years

swan.chessck.co.uk

ceo@swan-transport.co.uk

01761435643

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Transport and storage activities

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Bath And North East Somerset,

Who it helps

Elderly/Old People
Other Defined Groups
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	£43,224
DCMS	£22,580
National Lottery Community Fund	£10,000
Trusthouse Charitable Foundation	£10,000

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 project aims to enable people to be active in ....more 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 project aims to enable people to be active in their community and build friendships.
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 health.
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 operate, thereby reducing the burden on public ....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."
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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 73-82

CHARLES GERRISH Appointed: 2009, Occupation: Director

CHRIS DAVIS (Chair) Appointed: 2009, Occupation: Director

COLIN ALLEN Appointed: 2021, Occupation: Trustee

MICHAEL EVANS Appointed: 2011, Occupation: Councillor

SUSAN CHARLES 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

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
Social media 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

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