THE SWANSEA BAY FOUNDATION
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.
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
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted reserves of £12,949 at the end of the period, which the trustees consider sufficient to cover fixed costs for a 12-month period. The charity's financial position is noted to be dependent on the goodwill of donors, with the principal risk identified being that donors no longer wish to fund it. No audit was required as the charity is entitled to exemption under the small companies regime.
What the accounts disclose
“The Charity maintains sufficient reserves to cover its fixed costs for a 12-month period (such costs being minimal) and to cover any ongoing commitments.”
“The Charity will always be dependant upon the goodwill of its donors to continue its work in the local community.”
Policies the charity declares
- 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 2 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2024 (received 21/03/2025, 49 days after the 31/01/2025 due date).
Trustees
- Alys Francis-Hughes
- Dawn Muriel Lyle
- Louise Elisabeth Short
- Nicholas David Gallivan
- Paul Relf
- Zoe Ann Antrobus
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £65k | £65k |
| 31/03/2024 | £88k | £74k |
Common questions
Is THE SWANSEA BAY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £12,949 at the end of the period, which the trustees consider sufficient to cover fixed costs for a 12-month period. The charity's financial position is noted to be dependent on the goodwill of donors, with the principal risk identified being that donors no longer wish to fund it. No audit was required as the charity is entitled to exemption under the small companies regime. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SWANSEA C V S | 2 | £142k |
| SHARED SPACE | 1 | £114k |
| ASSOCIATION OF NHS CHARITIES | 1 | £85k |
| The Neath Port Talbot Community Voluntary Service Limited | 1 | £10k |
| ETHEL AND GWYNNE MORGAN TRUST | 1 | £10k |
Charities like this
- Swansea Bay University LHB Charitable Fund and Other Related Charities
- CARE AND REPAIR WESTERN BAY
- SWANSEA COMMUNITY BOAT TRUST
- Swansea City AFC Foundation
- SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY
- THE BAY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SWANSEA BAY FOUNDATION | £65k | — | 0 | above | — | noted |
| Swansea Bay University LHB Charitable Fund and Other Related Charities | £1.4m | — | 0 | unclear | 18.7% | no doubt |
| CARE AND REPAIR WESTERN BAY | £3.4m | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| SWANSEA COMMUNITY BOAT TRUST | £105k | — | 0 | unclear | — | no doubt |
| Swansea City AFC Foundation | £1.5m | — | — | unclear | — | no doubt |
| SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY | £2.3m | — | — | unclear | — | no doubt |