SWAN ADVICE NETWORK

Registered charity 1141396 · accounts filings on the Charity Commission register

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.

Causes: Disability · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income

£160k

Latest spending

£155k

Registered

2011

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net income of £5,722 for the year ended 31 March 2025, with total incoming resources of £160,419 against expenditure of £154,697. Per the trustees' report, unrestricted free reserves stood at £7,385, which is below the stated policy target of at least £34,500 (three months of operating costs). The charity remains solvent with total funds of £101,067 and no material uncertainties regarding its continuation.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three months operating costs (circa £34,500) (held: £7k)

“unrestricted funds not committed or invested in tangible fixed assets (the free reserves) held by the charity should be at least 3 months operating costs (circa £34,500)”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook

Register events

Received assets from another charity (02/04/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (25/07/2011) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

CHRIS DAVISchair
CHARLES GERRISH · trustee of 1 other charity
Colin Allen
Michael Evans

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset

Income and spending

Financial year end	Income	Spending
31/03/2025	£160k	£155k
31/03/2024	£143k	£138k
31/03/2023	£136k	£134k
31/03/2022	£103k	£107k
31/03/2021	£104k	£81k

Common questions

Is SWAN ADVICE NETWORK financially healthy?

Per its FY2025 accounts: The accounts state that the charity generated a net income of £5,722 for the year ended 31 March 2025, with total incoming resources of £160,419 against expenditure of £154,697. Per the trustees' report, unrestricted free reserves stood at £7,385, which is below the stated policy target of at least £34,500 (three months of operating costs). The charity remains solvent with total funds of £101,067 and no material uncertainties regarding its continuation. Its FY2025 accounts were independently examined.

Who funds SWAN ADVICE NETWORK?

Funders whose own accounts filings name SWAN ADVICE NETWORK as a grant recipient include THE MEDLOCK CHARITABLE TRUST, THE FORTE CHARITABLE FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE MEDLOCK CHARITABLE TRUST	FY2025	£15k
THE FORTE CHARITABLE FOUNDATION	FY2022	£10k	Small Grant

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Community Fund	06/02/2025	£10k	Volunteer transport to support older disabled and low-income residents
Postcode Lottery	28/06/2024	£15k	Unrestricted Funding
The National Lottery Community Fund	08/09/2023	£10k	Swan Community Transport
The National Lottery Community Fund	03/03/2011	£10k	Access to Health