SWAN ADVICE NETWORK

Charity number: 1141396
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £142,617
Total expenditure: £138,137

Total income includes £30,000 from 1 government contract(s) and £42,671 from 2 government grant(s)

People

5 Trustee(s)

43 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bath And North East Somerset

Governance

Registration history:
  • 01 April 2011: Standard registration
  • 25 July 2011: Funds received from 900172 SWAN ADVICE NETWORK
Organisation type:
Charitable company
Other names:

No other names

Company number:
06883950 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CHRIS DAVIS Chair
None on record
Colin Allen Trustee 10 February 2021
None on record
Michael Evans Trustee 13 April 2011
None on record
CHARLES GERRISH Trustee
THE KEYNSHAM CHARITIES
Received: On time
SUSAN CHARLES Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £111.48k £103.57k £102.55k £135.70k £142.62k
Total expenditure £97.15k £81.27k £106.60k £133.51k £138.14k
Income from government contracts £27.16k £18.11k £27.17k £30.00k £30.00k
Income from government grants £15.43k £38.37k £39.19k £21.58k £42.67k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 13 November 2024 On Time
Accounts and TAR 31 March 2024 13 November 2024 On Time Download Open in new window
Annual return 31 March 2023 07 December 2023 On Time
Accounts and TAR 31 March 2023 07 December 2023 On Time Download Open in new window
Annual return 31 March 2022 13 December 2022 On Time
Accounts and TAR 31 March 2022 13 December 2022 On Time Download Open in new window
Annual return 31 March 2021 15 December 2021 On Time
Accounts and TAR 31 March 2021 15 December 2021 On Time Download Open in new window
Annual return 31 March 2020 18 November 2020 On Time
Accounts and TAR 31 March 2020 18 November 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 21/04/2009

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

BATH AND NORTH EAST SOMERSET

Contact information

Address:
SWAN ADVICE NETWORK
Unit 2
1 Waterloo Rd
RADSTOCK
BATH AND NORTH EAST SOMERSET
BA3 3EP
Phone:
01761439548
Email:
ceo@swan-transport.co.uk
Website:

swan-transport.com