SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LIMITED
Registered charity 1045893 · accounts filings on the Charity Commission register · also known as S W A L L O W, SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LTD, SWALLOW
SWALLOW provides supported housing, outreach in the community, education, independent living skills training, information, supported employment and work skills experience and social and fitness activiites for people with learning disabilities. We are a user led organisation, responding to the needs and wishes of our members.
Causes: Education/training · Disability · Accommodation/housing · Economic/community Development/employment · Recreation · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity recorded a deficit of £32,917 for the year ended 31 March 2025, primarily due to increased staffing costs. Despite this deficit, unrestricted reserves stood at £599,114, which falls within the trustees' stated target range of £480,496 to £960,992. The auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Largest income source: none
“Most of the funding for SWALLOW services comes on an individual basis through personalised budgets for teenagers and adults with learning disabilities, which are set and approved by Bath and North East Somerset Council (B&NES)” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 3 to 6 months of annual expenditure (held: £599k)
“The Trustees have agreed that for the current year unrestricted reserves should be in the range of between £480,496 and £960,992, which represents 3 to 6 months of annual expenditure.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Transactions with related parties have been identified in the period as J McConnell and L Souter as they are SWALLOW members who are related to senior staff or trustees. Transactions in the period total £10,790 and £9,173 respectively and closing balances due from each are £52 and £136 respectively. These transactions have taken place at arms length.
“Transactions with related parties have been identified in the period as J McConnell and L Souter as they are SWALLOW members who are related to senior staff or trustees. Transactions in the period total £10,790 and £9,173 respectively and closing balances due from each are £52 and £136 respectively. These transactions have taken place at arms length.” — page 33
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by PG Owen Limited. Discloses 5 of 6 completeness components.
Corporate structure
Leadership, per the charity’s website
- Bev Craney — Chief Executive (source)
- Jill Souter — Chair of Trustees (source)
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Company officers (Companies House)
Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.
- BAKER, Samantha — director, appointed 16/06/2025on trustee list
- EDMONDS, Philip — director, appointed 15/01/2024not on trustee list
- WINSLEY, Roger — director, appointed 15/01/2024on trustee list
- ROPER, Mark — director, appointed 13/06/2022on trustee list
- GERMAN, Antony Charles — director, appointed 24/05/2021on trustee list
- HAWKEY, Susan — director, appointed 08/07/2019on trustee list
- NEGUS, Christine — director, appointed 04/06/2018on trustee list
- SOUTER, Jill — director, appointed 17/05/2018on trustee list
- FREEMAN, John William — director, appointed 07/06/2013on trustee list
- VAUGHAN, David Madoc — director, appointed 05/03/2007on trustee list
- TEW, Nicola Frances — secretary, appointed 23/07/2018
Official officers record.
CQC provider record: South West Action For Learning and Living Our Way Limited — Registered, 2 registered locations, 2 regulated activities, last inspected 07/06/2018.charity number confirmed by CQC CQC record
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£542
Reported reserves equal ~4.0 months of spending — below the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (89% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).
Care Quality Commission ratings
CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).
Register events
- Received assets from another charity (02/04/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Jill Souterchair
- Antony Charles German
- Christine Negus
- DAVID VAUGHAN
- JOHN FREEMAN
- MARK ROPER · trustee of 3 other charities
- Phillip Edmonds
- Roger Winsley
- Samantha Baker
- Susan Hawkey
Trustee list from the Charity Commission register (current, not historical).
Operates in: Bath And North East Somerset · Somerset
Income and spending
Common questions
Is SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity recorded a deficit of £32,917 for the year ended 31 March 2025, primarily due to increased staffing costs. Despite this deficit, unrestricted reserves stood at £599,114, which falls within the trustees' stated target range of £480,496 to £960,992. The auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by PG Owen Limited.
Who funds SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LIMITED?
Funders whose own accounts filings name SOUTH WEST ACTION FOR LEARNING AND LIVING OUR WAY LIMITED as a grant recipient include THE VANNECK CHARITABLE TRUST, THE ROPER FAMILY CHARITABLE TRUST, THE WILL CHARITABLE TRUST, THE BEATRICE LAING TRUST.
Shared trustees with funders
Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with Learning Disability Network London Limited.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.