THE SWANSEA BAY FOUNDATION

Charity number: 1201171
Charity reporting is up to date (49 days late)

Charity overview

Activities - how the charity spends its money

The Swansea Bay Foundation aims to strengthen local places and improve lives, by providing grants and donations to groups and good causes that make a real difference to people across the Swansea Bay Area which covers Neath-Port Talbot, Carmarthenshire, Swansea and Pembrokeshire.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £87,600
Total expenditure: £74,220

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Carmarthenshire
  • City Of Swansea
  • Neath Port Talbot
  • Pembrokeshire

Governance

Registration history:
  • 28 November 2022: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROBERT FRANCIS-DAVIES Chair 28 November 2022
None on record
Louise Elisabeth Short Trustee 02 October 2024
None on record
Zoe Ann Antrobus Trustee 02 October 2024
None on record
Nicholas David Gallivan Trustee 28 November 2022
None on record
Dawn Muriel Lyle Trustee 28 November 2022
None on record
Paul Relf Trustee 28 November 2022
COR TABERNACL TREFORYS/TABERNACLE MORRISTON CHOIR
Received: On time
MENEVIA DIOCESAN TRUST
Charity reporting is overdue by 138 days
ST MARY'S CONVENT
Charity reporting is overdue by 49 days

Financial history

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

Financial period end date

Income / Expenditure 31/03/2024
Total gross income £87.60k
Total expenditure £74.22k
Income from government contracts N/A
Income from government grants N/A

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 21 March 2025 49 days late
Accounts and TAR 31 March 2024 21 March 2025 49 days late 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.

CIO - FOUNDATION Registered 28 Nov 2022

Charitable objects

FOR THE PUBLIC BENEFIT, TO FURTHER SUCH CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES FROM TIME TO TIME SEE FIT IN THE AREA OF SWANSEA

Contact information

Address:
FIRST GREAT WESTERN TRAINS CO
ROOM 12
SWANSEA TRAIN STATION
HIGH STREET
SWANSEA
SA1 1NU
Phone:
07789226457
Email:
hello@swanseabayfoundation.co.uk
Website:

https://swanseabayfoundation.co.uk/ Open in new window