Finance Score: 0
Governance Score: -5
Support Score: 9
  • No PartB
  • No conflicts policy: -1
  • Only 3 Trustees: -2
  • Narrow trustee age band: -2
  • Large volunteer base +5
  • Overall weighted support: +4
Overall GiG Score: 4 ?

THE SWAN PROJECT

One-to-one low-cost, long-term counselling and psychotherapy to Bristol and the surrounding area; Non-12 step alcohol support groups; Relapse prevention programmes. Training and supervision of counsellors offering the Swan counselling service.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • The charity has received modest backing from several prominent grant makers recently
  • There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • Why are there only 3 trustees?
  • The Board has little diversity in terms of age

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£89£78£11n/an/an/an/an/an/a
31/03/22£77£78£-1n/an/an/an/an/an/a
31/03/21£73£80£-7n/an/an/an/an/an/a
31/03/20£76£78£-2n/an/an/an/an/an/a
31/03/19£76£75£1n/an/an/an/an/an/a
31/03/18£75£70£5n/an/an/an/an/an/a
31/03/17£72£71£1n/an/an/an/an/an/a
31/03/16£63£64£0n/an/an/an/an/an/a
31/03/15£61£61£0n/an/an/an/an/an/a
31/03/14£62£58£4n/an/an/an/an/an/a
31/03/13*£48£52£-4n/an/an/an/an/an/a
31/03/12£42£39£2n/an/an/an/an/an/a
31/03/11*£35£33£2n/an/an/an/an/an/a
31/03/10*£89£81£8n/an/an/an/an/an/a
31/03/09*£89£81£8n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 17 years
Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Outpatient support services
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bath And North East Somerset, Bristol City, Somerset, South Gloucestershire,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Swan Project
£8,320 17/03/2022
11
Towards core costs involved to further develop internal systems, financial reporting/planning and putting client systems in place to allow for more streamlined services.
DCMS - Coronavirus Community Support Fund
£4,400 25/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Lloyds Bank Foundation - Grant to The Swan Project
£11,500 21/02/2018
24
To engage consultants to help strengthen the Board and review and improve processes, policies and financial management systems.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)
Current Trustees appointed

Age Range of Trustees:
  • JAMES CHATTERJEE (Chair) Appointed: 2014, Occupation: Chartered Accountant
  • MASSIMO D'ALESSANDRO Appointed: 2023
  • OWEN SANDERS MR Appointed: 2019, Occupation: Accountant
Legal constitution
  • Charitable company registered in England & Wales on 06/02/2008, number: 1122634
  • Registered at Companies House on 03/05/2007, number: 06236873
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Volunteer management
Filing Record
15 returns made; AR13: 42 days late, AR11: 58 days late, AR10: 117 days late, AR09: 125 days late,
Main office

1 FAIRLAWN ROAD
BRISTOL
BS6 5JR

Objectives

1 TO PROMOTE AND PROTECT THE GOOD HEALTH OF PERSONS WHO ARE COMMITTED TO REDUCING THEIR ALCOHOL INTAKE AND CANNABIS USE OR WHO ARE ACHIEVING ABSTINENCE FROM SUCH AND IN DOING SO TO HELP ENHANCE THEIR SOCIAL AND RELATIONSHIP SKILLS IN ORDER RO HELP THEM INTEGRATE BACK INTO THE WIDER COMMUNITY2 TO ADVANCE THE EDUCATION OF VOLUNTEER AND QUALIFIED THERAPISTS AND OTHERS WHO WORK WITH SUCH PEOPLE IN PSYCHOTHERAPY AND COUNSELLING; AND3 TO PROMOTE RESEARCH FOR THE BENEFIT OF SUCH PEOPLE AND TO DISSEMINATE THE USEFUL RESULTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE BRISTOL

Data Sources

Charity Commission for England and Wales
360 Giving

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