WOMENS CENTRE
Annual Review & Accounts
Year Ending 31st March 2024
,,Supporting and empowering women
and teenage girls to improve their mental
health and wellbeing"

SWA N Ilvomen's Ceiitr
Rogislered Company No. 02720502 Regisiered Charity No.. 1011971
Annual Review and Accounts
2023-2024
Contents
Introduction from the Chair
Overview from the Chief Executive
Vision, Mission and Values of the charit
Volunteerin
Befriendin
Counsellin
Your Mind Matters
Well Bein
Seriices
Achievement and Performance
Financial Review
Reserves
Future Plans for 2024-25
Structure, Governance and Mana
ement
Financial Statements for the Year ended 31 $1 March
2024
Res
onsibilities and basis of re
Statement of Financial activities
Balance Sheet
Notes to the Financial Statement
Funders, Partners and Fundraisers
9-10
12
13
14
14
15
15-16
17
ort
SOFA
18
19
20
21-29
30-31

SWAN IIVoir.en's Centr-
Regislered Compan J No. 02120502 Regislerud Chanty No.. 1011971
Annual Review and Accounts
2023 - 2024
Introduction from the Chair
As always it is a great honour to present
to you this report on behalf of the whole
team at SWAN Women's Centre.
Providing a holistic, safe and welcoming environment
for women who need support is the cornerstone of
everything we do.
This year we have focused our development on expansion of our services to teenage girls
and women ages 16-25. We were delighted to secure 3 years funding from Pilgrims Trust
to deliver the Your Mind Matters programme. Our hope is to build resilience and lifelong
skills to younger women so they have these resources to draw on throughout their life.
We have of course welcomed some new staff and volunteers to our team and we are
pleased to call them part of our SWAN family. Barbara, who was with us for 7 years,
retired in April 2024 and Cathy and Georgina joined us. For those volunteers who ventured
on to pastures new, we wish them the very best for the future and thank them for all their
hard work and dedication.
I want to say thank you to every women that crosses the door to SWAN - our services
are here to help you - and we recognise the bravery that asking for help in a moment of
difficulty constitutes. We are here for you when you need us and we love to hear about
your successes too!
On behalf of the board, I would like to thank our wonderful staff and volunteers their
dedication, passion and commitment makes SWAN an exceptional charity!
Trish Hardy
Chair of Trustees.

SWAIN Inlorneii's Centra
R#gislered Company No. O?f?0502 Registared Charity No. 1011971
Annual Review and Accounts
2023 - 2024
Overview from the Chief Executive
Our Fantastic Team
We have a committed, dedicated and talented
team of employees and Volunteers. Their
commitment and passion and 'can do, attitude
enables us to fulfil our Vision and Mission,
providing high quality services to the women and
girls we serve and support.
For us our values are more than aspiration, they are the
framework by which we measure the success of everything that we do. How we interact
with each other, how we support those who access our services and how we work with
our partners and stakeholders.
In September 2023 we became a partner on the local Cradle to Career programme with
Right to Succeed. The priority of the programme is on improving "Life Chances for
children in the Litherland Ward. As an organisation that has been delivering servicers
within this ward for over 30 years, we are keen to be actively involved in this programme
We continue to be key partner on Sefton in Mind, providing our expertise and
understanding of the impact on mental illness on women and girls.
We have continued to provide service for adult and teenage girls in Southport throughout
the year. Working with our partners at the Talbot St Family Wellbeing Centre as well as
partnering with Sefton Women and Children's Aid and Light for Life to provide a
wraparound serdice for women, together we can do more.
The following report reflects the work of the entire team and we hope that it gives you
an indication of what we have been doing over the last year, enjoy reading it!
Karen Christie
Chief Executive.

SWAN ',nloinen's Cer,Lr
Regislrsred Company No". 02 1?0502 Regislernd Charily No." 1011971
Annual Review and Accounts
2023 - 2024
Vision
SWAN WOMEN'S CENTRE"where women and
teenage girls feel secure, confident and positive,
wherethey can transform their lives and celebrate
theirtrueworth andvalue"
Mission
"To support and empower women and teenage girls to improve their
mental health and wellbeing."
Our Values
Female focused: a gendered response
to mental health issues as they effect
women and teenage girls.
Listening: Demonstrating active and
compassionate listening to women's
experiences and concerns, making them
feel heard and valued.
Empathy: Demonstrating compassion
and understanding toward women and
girls accessing support and services.
Empowerment. Fostering a sense of
empowerment, enabling women to take
control of their lives and mental well-
Mental Resilience: Encouraging the
development of mental resilience to help
women better cope with life's
challenges.
being.
Safety: Creating a safe space where
women can openly discuss their mental
health.
Autonomy: Respecting women's
autonomy in making decisions about
their own mental health and well-being.

SWAN ljliomen's Centre
P,egislered Company No". 027?050? RegisiG¥red Cinarity Nlo." 101197 1
Annual Review and Accounts
2023 - 2024
Volunteeerin
Volunteers are vital to the delivery of all of our services. .They provide us with additional
capacity as well as bringing a diverse range of experience, knowledge and skills to the
organisation. Without their help we would not be able to support as many women and girls as
we do or offer the same range of solutions to supporting mental health.
We support all of our volunteers through a dedicated Volunteer Co-ordinator, Befriending team and
Counselling team. As we continue to expand our volunteering offer, we want to ensure that the quality
of the volunteering experience is maintained to the highest standard.
Our Volunteers
9 Trustees
14 Receptionists
5 Group Facilitators
15 Befrienders
46 Counsellors
89 Volunteers in total
Time donated
8200 hours
Amount contributed by Volunteers
£98,400
Equal to (if paid minimum wage)

SWAN II)lomen's Centi-e
P.egislered Company Trlo.. O?1 ?0002 P.egis,'
ared Charity INO.. 10 11971
Annual Review and Accounts
2023 - 2024
Volunteers what they do and say about
volunteering
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Swan Womens
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WORDS FROM SOME OF
OUR WONDERFUL
VOLUNTEERING TEAM
UR MIND
AITERS
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SWAN &iliomen's Cantre
Registered Company Nlo.. 02720?02 Regisiored Charili/ No. 1011971
Annual Review and Accounts
2023 - 2024
Volunteer Receptionists and
Group Facilitators
Volunteerin
wh do women
volunteer with us?
14 Volunteer Receptionists
5 Volunteer Group facilitators.
Volunteer Case Study
2300 volunteering hours.
Volunteer A, started volunteering with us in
December 2023. She had lost a child in February
2023. She had previously been working with
children, and wanted to move away from the sector
due to her loss, she wanted a new career path. "A"
had no administration experience, and was
nervous about answering telephones and learning
our database. She identified as neurodivergent,
and was concerned that it would act as a barrier
working within the admin sector.
Since joining us, her confidence has soared. She
is incredibly professional and empathetic with
clients and handles the stress of office life very
well. She has excelled in training and learning
opportunities with us, and now has plans to re-join
the world of teaching children. She has said that
since working at Swan, she feels like she can go
back to working with children now, which was a
possibility that she did not think would happen
when she joined us in December 2023.
VOLUNTEERS WEEK
Volunteers meet regularly for training and
catch up with the other volunteers
"A" has become active and going to the gym daily
now, and taking care of both her mental and
physical health. She is currently looking to start
driving lessons, and is focusing on future
achievements and pushing herself forward. A" will
be working back in schools from September 2024
and wishes to still continue volunteering with us
alongside her working life.

SIIVA ￿1 'ilJomen's Cènlr
.gegistered Company Illo". O? 120502 P,egis-. ared Charity ￿￿0.. 101197 1
Annual Review and Accounts
2023 - 2024
BEFRIENDING SERVICE
attends 2 days training). The aim of the service is
for the volunteer to accompany and encourage the
supported woman to achieve any goals or positive
intentions they set for themselves, with a view to
connect them into their local community and
building other connections. The project focuses on
face-to-face support in the community, offering a
handful of home visits if the woman requires
support to initially get out of the house.
Befriendering Volunteers
15 Volunteer Befrienders
800 volunteering hours.
The project is completely face to face, includes
activities such as walking, going for coffee, joining
groups, and swimming. Support can also take the
form of attending various appointments and
accompanying in day-to-day tasks such as
shopping. Volunteers are requested to commit to
volunteering for 12 months
15 Volunteer Befrienders have carried out
400 visits to 18 women in the
community throughout the year.
Befriending Case study
K was referred to the Befriending project in May
2023 after completing counselling sessions with
us.
K was very isolated and managing various things
in her life. K was very isolated due to family
breakdown. She said that she wanted to get out,
enjoy things and build a trusting relationship with
someone.
K was matched with a young woman of a different
background who had a passion for helping women
and was studying psychology. Though the women
were different culturally and of different
backgrounds, the relationship built, and the
volunteer was able to gain K's trust. They did
activities together such as walking, talking, and
even trying new things like hot yoga.
Printed with kind permission of Margaret
and Bev
Befriending Buddies
The Befriendin
ro
The project is in its 7th year in 2024, working
with women in the community who experience
loneliness, isolation, and poor mental health.
ect
Impact statement from Befriending client
"C is so lovely, having someone who cares
about people makes a difference. She helped
me to talk and go places. When we were
together, I felt ok to go out in public.
The aim of the project is to reduce loneliness
through engagement with their local community,
aided by the support of a befriending volunteer who
accompanies them to wherever they would like to
go on a weekly basis. They often attend activities
in the community that they are interested
in.Women are offered 12 months one to one
support from a Volunteer Befriender (who initially
This is important to me because my confidence
was low, and I wasn't going out. C listened
which helped me to relax, laugh and enjoy
myself. As a result of C's help, I've been to new

Sl4llAN 41lJomen's Cenir
Registered Company Nlo.. Q2 K 20502 riegis."sred Charity No.. 1011971
Annual Review and Accounts
2023 - 2024
places, tried new things, and made new friends
all because she helped me to build a
relationship with her and I could trust her. Her
warm heart, friendship and kindness helped me
to trust her, we built a great relationship. I wish
we could continue"
K really appreciated the kindness and compassion
her volunteer showed. This enabled trust to build,
which was a difficult thing for K to cultivate with
others. As a result, K found a side to herself where
she was able to relax and enjoy the company of her
volunteer without being preoccupied with worry
and concern about the volunteers, motives and
intentions. They shared various experiences and
lots of laughing. The relationship built K's
confidence and saw her setting new goals along
the way which she was able to tick off. She ended
in the hope of visiting Malta!
At the end of the project, K felt she had achieved
her aims and more, with more confidence and
ability to get out and about on her own.
Counselling Case Study
Mrs M said that she had been struggling with her
mental health for a number of years. She had been
on medication, which had helped initially, but she
no longer felt it did. She was experiencing anxiety
and depression and she felt that it had started after
the death of her mother.
COUNSELLING SERVICES
Counselling Volunteers
14 qualified Counsellors
32 Trainee Counsellors
While Mrs M was on the waiting list for counselling
we suggested other activities that she could join
such as mindfulness, card making group etc.
Mrs ,M discussed her relationship with her mum.
She mentioned that she had never had any
relationship with her father so she had been reliant
on her mum for everything. She had a very good
relationship with her Grandmother too. Over the
weeks, she discussed her relationships with
various family members as well as her friendships.
It was clear to Mrs M that she was still grieving the
death of her mum, which had been almost 8 years
ago.
4784 Counsellin
hours
Volunteerin
926 Adults supported
28 young people supported
Following counselling, Mrs M felt that she was able
to talk about her mother and while she was

SWAN ',i.lomen's Centr
P.egisttsred Company Ixlo". 02720502 ?egisi ai'ed Charitij No". 101197 1
Annual Review and Accounts
2023 - 2024
Still grieving the loss she knew that she was able
to take part in activities that would bring her joy.
behaviour and did not want to be excluded from
school.
Mrs M decided to join the Mindfulness class and
she decided that she was going to reconnect with
her friend
Molly explained that she was struggling to remain
calm in school and said that it was caused by her
anxiety which was triggered at the thought of
going to school and also once she was in school.
Molly explained that she would like counselling so
that she could try to control to feelings of anxiety.
Impact Statements from
Clients
The outcome
"I have been able to discuss my self-worth,
suicidal thoughts freely with my counsellor.
She has allowed me to be very open with my
emotions which has allowed me to have many
break throughs over the last 8 weeks. l am now
leaving a much happier and stronger woman"
Molly said that she was known as being "trouble"
in school. However while she is on the autism
pathway but she didn't feel her school took this in
to account in the when in class or education in
general.
"The counselling that I received... helped me
copy with my anxiety and the other problems
that I faced"
With the support of the Counsellor, Molly was able
to recognise why she felt angry in school. She
recognised that noise in the classroom
heightened these feelings, which in turn led to her
asking others to be quiet or walking out of the
classroom. Which then led to getting in trouble
with the teacher which Molly would respond with
anger due to not being heard. Through
recognising the triggers for Moly's anger, she has
also realised on the days her anxiety is
heightened and unable to attend school, this is
due to anticipation around lesson's which are
particular noisier.
"They have helped me understand my
problems more and tsught me coping
mechanisms to help"
"Helped me to find me again"
"I now understand that boundaries aren't a
negative"
'1 would tell my friends that this service is
completely valuable and will help and support
in time when you feel there is no alternative"
The difference the service has made.
"I couldn't have got through what I did with
she was amazing l am so much better in myself.
I really can't thank her enough"
Molly's mental health improved from our initial
assessment. She became much more positive
about attending school. On completing her final
session, she said that she felt her overall feelings
around managing her anxiety and anger had
improved. She said that she felt much more able
to attend school as she knew that she could ask
to leave the class room when things got too noisy.
Young Persons Counselling
Case study teenage girls counselling
Molly is a 15 year old, currently due to begin year
11. Molly was referred to the service by her
school following ongoing aggressive out bursts in
school. Molly was also having difficulties in
attending school regularly. Molly has never tried
counselling before but she was equally as
troubled by the fact that she could not control her
10
Youn
Persons
uote
"It has helped me change my mind set and
improve my personal mental wellbeing"

SWAN ljvomen's
P,egislered Company Nlo.. 02 120502 P.egisiared Charitri Nlo." 1011971
Annual Review and Accounts
2023 - 2024
YOUR MIND MATTERS
Y.M.M
77 Young Adults supported (16-25
years)
YMM Case stud
Client Impact statement
Ms M talked about fractions with parents and
sisters relating to a friendship she has and for
help with anxiety.
"Swan has really changed me as a person, and
I know where to turn if I start to feel so low
again. From the moment I stepped into the
centre I was welcomed and felt like I was in a
little community with the receptionists making
me tea each time I came. I would love to join
the feedback session and speak more about
my experienceYI!
Initial assessment comment- '1 want to feel
happier, less stressed and life to be a little
easier,
During the first session, M realised that she
doesn't have any boundaries in place at home.
We talked about this during the session and how
best to implement some. By the third session M
told me how she had already put some
boundaries in pla￿ and had noticed small
improvements with her parents. Towards the end
of the sessions M could see a real change in her
abilities to say no when she felt the need to and
had noticed a reduction in the frequency of her
anxiety flare ups.
YOUR MIND I
MATTERS
During our final session we discussed the Your
Mind Matters group sessions as a possible option
for M, this was met with trepidation but M said she
would have a discussion with Jeni, who facilitates
the group work but doubted it would be for her
due to her anxiety within groups of people.
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A m8ntol h80ltn support
5$Ivlc& lor f&moles
age 16 . 25 yeais
eas? rrthe cs)Yocr Wlh
0151 933 3292
Two months later M had started attending group
session and seems to be gaining a lot of support
from talking with others.
Ending assessment comment-'Amazing
experience, I learned skills and improved my
mental health,.
Mental health Practitioner comment after one to
one sessions - 'M has started to implement
boundaries at home, which seems to be working
for her. I sense M is more able to recognise and
manage her anxiety,

SWAN :trliomen's Cenir
P,egistered Compani/ Ixlo.. 02 1?0502 8,egislared Cli,ariliJ INO. 10119 1 1
Annual Review and Accounts
2023 - 2024
WELL BEING SERVICES
feel shame, for something that is outside of
my control". She reported that she bought a
dress for a birthday party which she has not been
able to attend for years.
100 Sessions
Counsellor led Support Groups
Providing 200+ Activity
Sessions
Emotional Wellbeing
Bereavement group
Case Stud
Mrs F joined the Emotional Wellbeing group as
she wanted a safe space to talk about her
personal experiences and to talk to others about
the decisions for her future.
As a result of the work on her awareness of her
needs and vision for the future, the client felt
confident enough to start attending a support
group for family members affected by alcoholics
(external and independent to Swan Centre).
She said that she feels strong enough to
challenge her husband's drinking and his
behaviour towards her. "With the support of the
group, I realised that I didn't need to
12

SWAN Injomen's Centre
P,egislei-ed Company f%lo." 02720502 Registered Charity No.. 10119 1 1
Annual Review and Accounts
2023 - 2024
ACHIEVEMENT AND PERFORMANCE
Charitable activities
Befriending
Counselling
1. Women 18+ years
2. Women experiencing Domestic Abuse
3. Teenage Girls (13- 19 years)
Mental Health Support and Advocacy or females (16 - 25 years) Your Mind Matters
Support Groups (Counsellor Led)
1. Emotional Wellbeing
2. Bereavement
Peer Support Groups x 2
Coffee Afternoon Drop in
Activity Groups
1. Walking Group
2. Card Making Group
3. Mosaic Group
4. Art Group
5. Reading groups (volunteer led, In partnership with The Reader Organisation)
Wellness Activities
1. Breathwork
2. Yoga
3. Mindfulness
Working in partnership with others
1. Free Legal Advice (delivered by Canter Lever and Berg Solicitors on voluntary basis)
2. Foodbank Vouchers (facilitated on behalf of the Trussell Trust)
3. Cold Weather clothing vouchers (distributed on behalf of our local council)
4. Toiletries (these are donated to us by women who use our services)
Other activities throughout the year
Confidence Building workshops
Adverse Childhood Experiences workshop (delivered by Sefton Council)
Bach Flower Remedies
Menopause workshops
The centre also delivers Holistic Therapies however this is a paid for service delivered by local women at
much reduced prices.
13

SWAN lilom-
-n's Cen:.re
P,egislered Compapllj No.. O?7?050? .?egislared Charitij No.. 1011971
Annual Review and Accounts
2023 - 2024
Fundraising activities
We have had 4 fundraising activities this year (further information on the back page). We have received a
number of regular direct debit donations via Local Giving.
Financial Review
Principal funding sources
The charity's principal funding sources are NHS Cheshire, Merseyside Integrated Care Board and Sefton
Council. Pilgrim Trust, Lloyds Bank Foundation, John Moores Foundation, Sefton Women and Chidlren's
Aid, and Alderhey NHS.
We received a number of small grants to increase the preventative wellness servicesl support that we offer
such as Art groups, therapies, yoga etc.
Investment performance
Reserves and Investment Policy
The trustees have identified financial risk as a result of the many continuing changes to government
funding policies; accordingly these Un￿rtaIntieS have been considered and addressed when setting the
charity's reserves policy. The trustees recognise that the circumstances of the charity will change over time
and as such the reserves policy is reviewed annually. The amount held in reserves is monitored regularly
during the course of the year as part of the quarterly budgetary and management reporting.
Reserves and Investment policy
General Reserves
The trustees have set a target range for free general reserves of £150,000 excluding fixed assets and aim
to retain working capital within that range. The amount is representative of six months running costs, and
provides short term financial security in the event of grants from NHS ICB or Sefton Local Authority being
withdrawn or reduced. The reserves provides the trustees with sufficient solvency and time to take
whatever action would be necessary in such circumstances. Net current assets at the balance sheet date
amounted to £185,933, unrestricted reserves amounted to £100,933.
Designated Reserves
The trustees have set aside a designated fund of £40,000 to invest in the recruitment of a Fundraiser in
2024-2025. This planned spending is part of our strategic planning to help us grow and provide additional
core mental health services that have been identified as essential by service users.
Contingency Fund:
The trustees felt it was prudent and a matter of best practice to set aside a separate reserve that would
ensure the charity met its contractual redundancy costs and other liabilities in the event there was a
decrease or withdrawal of regular income and the charity found it unable to continue in existence. This
amounts to £45,000
Investment policy:
Cash balances held by the charity, but not required for day to day working capital are held in a separate
interest bearing account with easy access.
14

SWAN Iillomen's Centre
P,egisteJ ed Company INO.. 02 12050? Oegisi-red Charity No.. 1011971
Annual Review and Accounts
2023 - 2024
Future Plans for 2024 - 2025
There is national recognition that mental health seniices are under resourced and we see the eviden￿ of
this in the increasing need identified by our growing waiting lists for our services. Our newly appointed
Fundraising Manager will therefore focus on exploring opportunities to either partner with other likeminded,
values driven organisations or to seek funding to increase our trauma support and services to women and
girls who identify as Neurodivergent.
We have recruited a Teenage Girls Counselling Co-ordinator this year. We are going to focus on expanding
our Young Persons services to meet the need identified by users of our counselling services and Your Mind
Matters service users.
We have been part of the Southport Recovery Group, providing counselling, counsellor led support groups
following the devastating murders of children in Southport in July 2024. We will continue to respond to calls
for support in the months ahead. We are changing venues in Southport but will continue to provide support
to women and teenage girls who live in that area.
Volunteers will continue to play a key role within our charity. Their support, compassion and empathy that
they demonstrate to others using our services, allows us to continue to provide the safe place, excellent
services, and opportunities for women and girls in our community to be the best that they can.
We will maintain our seniices across the whole of the borough ensuring the women and girls can access
our services in both ends of the Borough. The charity will continue to look for opportunities to provide
services that women and girls in our community demand and so we will expand our contracts and establish
opportunities for unrestricted income. We will maintain and develop new partnerships to benefit the
community who we work with.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The organisation is a charitable company limited by guarantee, formed in 1989 and achieved charitable
status in 1992. The organisation was established under a Memorandum of Association and is governed by
its Articles of Association. The organisation constitutes a limited company, limited by guarantee, as defined
by the Companies Act 2006.
Responsibilities of the trustees
The trustees are expected to comply with all the requirements as laid down in the following Charity
Commission Publications
The Essential Trustee
The Hallmarks of an Effective Charity
Recruitment of new trustees
The members of the Board are both directors of the company and charity trustees. The charity will identify
potential trustees by identifying and recruiting appropriately skilled people. All potential board members are
interviewed by the Chair andlor Vice Chair, or delegated trustees of the organisation to identify skills and
knowledge that will be of value to the organisation.
Appointment of New Trustees
All new Trustees complete a fomal application, including DBS, and an interview process prior to meeting
with the Chair of Trustees and Chief Executive. A trustee is appointed at a general meeting having been
recommended by a serving trustee and appropriate notice to members eligible to vote has been given.
A simple majority of members eligible to vote is required to appoint the trustee.
15

SWAN IDJomen's C- Ir-
Registered Compani/ Iyo.. O?7?0502 P,egis'. &i'ed Charilil No." 1011971
Annual Review and Accounts
2023 - 2024
Organisational structure
The Board of Trustees hold a Board meeting every 8 weeks and an AGM and up to two development days
per year, The Board develops the Strategic Plan for the organisation. The Board have a broad range of skills
that include financial monitoring. risk management. human resources and training.
The Board delegates the day to day management of the organisation to a Chief Executive who has
responsibility for the implementation of the strategic plan and line management responsibility for staff. The
Chief Executive is responsible for Quality Assurance and the on-going development of the organisation.
Induction and training of new trustees
New trustees re￿1ve information about the organisation including previous year's financial statements,
various budgets, business plans, officerfs reports and organisational structure. Trustees will meet with the
Chief Executive to be briefed on the organisation's current financial and strategic position. A Trustee
Development day takes place on an annual basis. The focus of the development days is strategic planning,
team building and enhancing understanding of the range of seniices delivered by the organisation.
Wider network
The charity works with a number of local organisation's including Sefton Women and Children's Aid (Domestic
Abuse Agency) and Light for Life (Homelessness Charity). We have partnered with both to deliver a
wraparound mental health service to either clients of both organisations. We are working in partnership with
Womens Health Infomiation and Support Centre (Liverpool based) to provide joined up services for women
across Sefton and Liverpool. We are partnering with the Reader Organisation and have developed reading
groups, with voluinteers, trained by The Reader Organisation. We work with our local solicitors, who provide
a free legal advice service every month. We work with Trussell Trust Foodbank to distribute food vouchers
and support for those who need their services.
We are a member of Sefton Healthwatch, representing the Health and Social Care Forum of Sefton. We
represent Healthwatch on Sefton Council's Overview and Scrutiny Committee (Childrens) as well as being a
key member of the Health and Social Care Forum. We have a key role on Sefton in Mind (Mental Health
Board in Sefton) as well as facilitating and supporting the CEO Network in Sefton. Early Help Team, Loval
GPS and Mental Health Services such as Crisis Team, Meryseycare etc.
Related parties
SWAN has a wide range of stakeholders including: those who use our services, commissioning bodies such
as Local Authorities and NHS Integrated Care Board as well as funders, our fundraisers, staff and volunteers.
SWAN works to a range of national and local mental health strategies and others that are relevant to the
services we deliver. The charity is keen to work in partnership to influence both the development and
implementation of strategies and policies that impact on the lives of women who experience poor mental
health.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered charity No.. 1011971 Company number 02720502
16

SWAN INomen's C-nlre
P,egislered Company Nlo". 02 1 ?050? P,egiSi￿red Charity No.. 10.1197 1
Annual Review and Accounts
2023 - 2024
st
Financial statements for the Year Ended 31 March 2024
SWAN WOMEN'S CENTRE
Registered Charity Number- 1011971
Registered Company Number- 2720502
Registered office
Former Litherland Library
Linacre Road
Litherland
Liverpool
Merseyside
L216NR
Trustees of Charity and Directors of Company
Mrs P Hardy - Chair
Ms C Wallis- Vice Chair
Ms S A Oldnall
Ms A Horsfield
Miss B Kent (resigned 29.3.24)
Miss A K Farrell
Mrs L Mock
Miss L Williams
Miss A Tee - Treasurer
Chief Executive Officer
Ms K Christie
Independent Examiner
Suzanne Draper FCCA ACA
SB&P
Chartered Accountants
Oriel House
218 Oriel Road
Bootle
Merseyside
L20 7EP
Bankers
Unity Trust Bank
Nine Brindleypla
Birmingham
B12HB
Solicitors
Brabners Chaffe Street LLP
Horton House
Exchange Flags
Liverpool
L2 3YL
Approved by order of the board of trustees dated 1 Ph September 2024 and signed on its behalf by=
Mrs P Hardy- Chair of Trustees ..
17

SIDIAN lJliomen's Centr
P,egistered Company Ixio.. O?7?0?O? Piegislered Charity No.. 1011971
Annual Review and Accounts
2023 - 2024
Independent examinerfs report to the trustees of SWAN Women's Centre
('the Company,) I report to the charity trustees on my examination of the accounts
of the Company for the year ended 31 March 2024.
Responsibilities and basis of report
As the charity's trustees of the Company (and also its directors for the purposes of company
law) you are responsible for the preparation of the accounts in accordance with the
requirements of the Companies Ac 2006 ('the 2006 Act,).
Having satisfied myself that the accounts of the Company are not required to be audited
under Part 16 of the 2006 Act and are eligible for independent examination, I report in
respect of my examination of your charity's accounts as carried out under Section 145 of the
Charities Act 2011 ('the 2011 Act,). In carrying out my examination I have followed the
Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.
Independent examiner's statement
Since your charity's gross income exceeded £250,000 your examiner must be a member of
a listed body. I can confirm that l am qualified to undertake the examination because l am a
member of the Institute of Chartered Accountants in England and Wales, which is one of the
listed bodies.
I have completed my examination. I confirm that no matters have come to my attention
in connection with the examination giving me cause to believe:
accounting records were not kept in respect of the Company as required by Section
386 of the 2006 Act; or
the accounts do not accord with those records. or
the accounts do not comply with the accounting requirements of Section 396 of the
2006 Act other than any requirement that the accounts give a true and fair view which
is not a matter considered as part of an independent examination; or
The accounts have not been prepared in accordance with the methods and principles
of the Statement of Recommended Practice for accounting and reporting by charities
(applicable to charities preparing their accounts in accordance with the Financial
Reporting Stsndard applicable in the UK and Republic of Ireland (FRS 102)).
I have no concerns and have come across no other matters in connection with the examination to
which attention should be drawn in this report in order to enable a proper understanding of the
accounts to be reached.
Suzanne Draper FCCA ACA
The Institute of Chartered Accountants in England and Wales
SB&P
Chartered Accountants
Oriel House
218 Oriel Road
Bootle
Merseyside
L20 7EP
Date:
26(q(i*
18

SWAN ',Illomen's Cenrre
P,egislered Compani/ Ixlo.. 027?0502 ReglStJred Charilij No". 101197 1
Annual Review and Accounts
2023 - 2024
STATEMENT OF FINANCIAL ACTIVIES (SOFA)
( including income and expenditure)
31.3.24
Total
funds
31.3.23
Total
funds
Unrestricted Restricted
funds
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
500
100,000
100,500
90,588
Charitable activities
Women's support services
133,617
133,617
132,136
Other trading activities
Investment income
19.498
525
19,499
525
8,281
242
Total
20,523
233.618
254,141
231,247
EXPENDITURE ON
Charitable activities
Women's support services
46,248
186,581
232,829
217.538
NET INCOMEI(EXPENDITURE)
Transfers between funds
(25,725)
41,971
47,037
141,9711
21,312
13,709
Net movement in funds
16,246
5,066
21,312
13.709
RECONCILIATION OF FUNDS
Total funds brought fornard
153,759
10,862
164,621
150,912
TOTAL FUNDS CARRIED FORWARD
170,005
15,928
185,933
164,621
These notes form part of these financial statements
19

SWAN IIVomen's Centre
Registered Company INO.. 0272050? Regisiared Charity No." 1011971
Annual Review and Accounts
2023 - 2024
Balance Sheet . 31st March 2024
31.3.24
Totsl
31.3.23
Total
Unrestricted Restricted
funds
funds
funds
funds
Notes
FIXED ASSETS
Tangible assets
1,378
347
1,725
964
CURRENT ASSETS
Debtors
Cash at bank and in hand
6,052
165,950
180,029
18,863
198,892
180,029
18,863
198,892
172,002
CREDITORS
Amounts falling due within one year
10
(11,400)
{3.284)
{14,684)
(8,345)
NET CURRENT ASSETS
168.629
15,579
184,208
163,657
TOTAL ASSETS LESS CURRENT
LIABILITIES
170.007
15,926
185,933
164,621
NET ASSETS
170,007
15,926
185,933
164,621
FUNDS
Unrestricted funds
Restricted funds
170.007
15.926
153.759
10.862
TOTAL FUNDS
185,933
164,621
The charitable company is entitled to exemption from audit under Section 477 of the Companies
Act 2006 for the year ended 31 March 2024.
The members have not required the company to obtain an audit of its financial statements for
the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for
(a) ensuring that the charitable company keeps accounting records that comply with Sections 386
and 387 of the Companies Act 2006 and
(b) preparing financial statements which give a true and fair view of the state of affairs of the
charitable company as at the end of each financial year and of its surplus or deficit for each
financial year in accordance with the requirements of Sections 394 and 395 and which
otherwise comply with the requirements of the Companies Act 2006 relating to financial
statements, so far as applicable to the charitable company.
These financial statements have been prepared in accordance with the provisions applicable
to charitable companies subject to the small companies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on
Date: 17th September 2024 and were signed on its behalf by..
Mrs Patricia Hardy - Chair of Trustees
20

SWAN l]lJomen's Centre
P,egislered Company No.. 02720502 Regisl4red Charity No". 1011971
Annual Review and Accounts
2023 - 2024
Notes to the Financial Statements for the Year Ended 31 March 2024
1. Accounting Policies
Basis of preparing the financial statements
The accounts have been prepared on the going concern basis.
The Board of Trustees have considered the financial position of the charity and its
ability to continue as a going concern. Subject to external funding continuing at a
similar level to this year, it is envisaged that the result for the year ending 31 March
2024 will be a surplus of between £20,000 and £25,000.
Looking towards the year ending 31 March 2024, and again, subject to the regular
grant providers (ICB'S) and Sefton local authority, continuing to support the charity,
together with regular and continued monitoring of cost levels, the management and
Board of Trustees are confident that the charity's operation will continue. The
management and Board of Trustees think it is unlikely that the regular funding provided
will be completely withdrawn but consideration does have to be given to the fact that
the funding is based on budgetary demands of the individual local authorities and ICB'S
and there is always a possibility that funding could be at risk in the future.
Income
All income is recognised in the Statement of Financial Activities once the charity has
entitlement to the funds, it is probable that the income will be received and the amount
can be measured reliably.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive
obligation committing the charity to that expenditure, it is probable that a transfer of
economic benefits will be required in settlement and the amount of the obligation can
be measured reliably. Expenditure is accounted for on an accruals basis and has been
classified under headings that aggregate all cost related to the category. Where costs
cannot be directly attributed to particular headings they have been allocated to
activities on a basis consistent with the use of resources.
Governance costs
Governance costs include costs relating to the longer term strategic planning and
development of the charity. Included is 100 % of the management salary costs that The
Board of Trustees feel fairly represents and reflects the time spent on the charity's
longer term continuity and development.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset
over its estimated useful life.
Short leasehold
Fixtures and fittings
Computer equipment
25 % on cost
25 % on reducing balance
250/0 on reducing balance
21

SWAN ',klilomen's Centre
Registered Company No." O? 1?0502 Regisl=red Charily No.. 1011971
Annual Review and Accounts
2023 - 2024
Taxation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordan￿ with the charitable objectives at the
discretion of the trustees. Restricted funds can only be used for particular restricted
purposes within the objects of the charity. Restrictions arise when specified by the
donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to
the financial statements.
Hire purchase and leasing commitments
Rentals paid under operating leases are charged to the Statement of Financial
Activities on a straight line basis over the period of the lease.
Pension costs and other post-retirement benefits
The charitable company operates a defined contribution pension scheme.
Contributions payable to the charitable company's pension scheme are charged to the
Statement of Financial Activities in the period to which they relate.
22

SWAN 'NJomen's Centre
P,egistered Company ￿10.. O?790502 Regislared Charity No". 1Q11971
Annual Review and Accounts
2023 - 2024
Notes to the Financial Statements - continued
for the Year Ended 31 March 2024
OTHER TRADING ACTIVITIES
31.3.24
31.3.23
Fundraising events
Room hire
15,079
4,420
2,553
5,728
19,499
8,281
INVESTMENT INCOME
31.3.24
31.3.23
Deposit account interest
525
242
CHARITABLE ACTIVITIES COSTS
Direct
Costs
Support
costs
Totals
Women's support services
183,773
NET INCOMEI(EXPENDITURE)
Net incomel{expenditure) is stated after chargingl(crediting)'.
31.3.24
31.3.23
Depreciation - owned assets
Hire of plant and machinery
538
1,741
10,067
1.485
TRUSTEES. REMUNERATION AND BENEFITS
There were no trustees, remuneration or other benefits for the year ended 31 March 2024 nor
for the year ended 31 March 2023.
Trustees, expenses
There were no trustees, expenses paid for the year ended 31 March 2024 nor for the year
ended 31 March 2023.
STAFF COSTS
The average monthly number of employees during the year was as follows..
31.3.24
10
31.3.23
Staff
No staff members were paid in excess of £60,000 during the year
23

S￿v AN iJlJomen's Centre
Registered Company Nlo.. O?720502 Regisi?red Charity INO.. 1011971
Annual Review and Accounts
2023 - 2024
Notes to the Financial Statements - continued
for the Year Ended 31 March 2024
TANGIBLE FIXED ASSETS
Fixtures
and
fittings
Short
leasehold
Computer
equipment
Totals
COST
At 1 April 2023
Additions
66,877
10.310
849
6,831
450
84,018
1,299
At 31 March 2024
66,877
11.159
7,281
85,317
DEPRECIATION
At 1 April 2023
Charge for year
66,877
9.941
227
6,236
311
83,054
538
At 31 March 2024
66,877
10,168
6.547
83,592
NET BOOKVALUE
At 31 March 2024
991
734
1,725
At 31 March 2023
369
595
964
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.24
31.3.23
Trade debtors
Prepayments and accrued income
5,766
286
6,052
10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.24
31.3.23
Trade creditors
Social security and other taxes
Pension
Other creditors
Accruals and deferred income
Accrued expenses
681
2,401
696
691
2,420
825
471
7,000
3,968
3,876
14,684
8,345
24

SWAN Ilvomen's Centre
P,egislered Compan/ Nlo". O?720502 Registared Charity hlo. 10 11971
Annual Review and Accounts
2023 - 2024
Notes to the Financial Statements - continued
for the Year Ended 31 March 2024
11. MOVEMENT IN FUNDS
Net
movement
in funds
Transfers
between
funds
At
31.3.24
At 1.4.23
Unrestricted funds
General fund
Contingency fund (designated)
Johnston Family Trust
Mayor of Sefton
101.759
45,000
6,000
1,000
(25,723)
41,971
118,007
45.000
6.000
1,000
153,759
(25,723)
41,971
170,007
Restricted funds
NHS CCG'S
PH Holt Foundation
SWACA
Sefton Council
Alder Hey
Pilgrim Trust Fund
4.344
13.236
(191)
8,850
16,708
3,185
5,247
(13,170)
4,410
6.200
127
110,639)
19,921)
13,1851
15,0561
4,411
6,914
191
10,862
47,035
41,971)
15,926
TOTAL FUNDS
164,621
21,312
185.933
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources
expended
in funds
Unrestricted funds
General fund
20,523
146,246)
{25,723)
Restricted funds
Lloyds Bank Foundation
John Moores Foundation
NHS CCG'S
PH Holt Foundation
Rathbone Foundation
SWACA
Sefton CVS (Council for Voluntary
Services) SEF002
Sefton Council
Alder Hey
Pilgrim Trust Fund
25,000
10,000
83,767
{25,0001
(10,0001
(70,531)
(191)
(6,500)
(6.150)
13,236
(191}
6,500
15,000
8,850
1,500
11,500)
{33,1421
{8,8151
{24,7541
49.850
12.000
30,001
16,708
3,185
5,247
233,618
(186,583
47,035
TOTAL FUNDS
254,141
{232,829)
21,312
25

SWAN l/lJomen's Centre
P.egislered Company No. O?7?0502 Regislar-d C￿0.. 101
Annual Review and Accounts
2023 - 2024
Notes to the Financial Statements - continued
for the Year Ended 31 March 2024
11. MOVEMENT IN FUNDS- continued
Comparatives for movement in funds
Net
movement
in funds
Transfers
between
funds
At
31.3.23
At 1.4.22
Unrestricted funds
General fund
Contingency fund (designated)
Johnston Family Trust
Mayor of Sefton
112,796
15,000
8.457
{19,494)
30,000
101,759
45.000
6.000
1,000
6.000
1,000
127,796
15,457
10,506
153,759
Restricted funds
Lloyds Bank Foundation
John Moores Foundation
NHS CCG'S
PH Holt Foundation
SWACA
Sefton CVS (Council for Voluntary
Services) SEF002
Sefton Council
15,116
(19,303)
(3.456)
12,259
191
11,134
4.187
3,456
(7,915)
4,344
191
(4,934)
6,200
8,000
(2,700)
127
(5,300)
127
23,116
1,748
10,506
10,862
TOTAL FUNDS
150,912
13,709
164.621
Comparative net movement in funds, included in the above are as follows..
Incoming ReSoUr￿S Movement
resources
expended
in funds
Unrestricted funds
General fund
Johnston Family Trust
Mayor of Sefton
19.020
6,000
1,000
(10,563)
8.457
6.000
1.000
26,020
(10,563)
15,457
Restricted funds
Lloyds Bank Foundation
John Moores Foundation
NHS ICB
PH Holt Foundation
SWACA
Sefton CVS (Council for Voluntary
Services) SEF002
Sefton Council
27,250
10,001
82,286
1,500
21.200
(46.553)
(13.457)
(70.027)
(1.309)
(10,086>
(19,303)
(3,456)
12,259
191
11,134
(1,700)
49,851
(1,000)
(49,724)
(2,700)
127
26

SWAN Ilvorneri's Centre
Regislei'ed Company ￿10.. 027?Oi02 Regis[er￿d Charity INO.. 1011971
Annual Review and Accounts
2023 - 2024
Community Foundation
Alder Hey
4,947
9,892
(4,947}
{9,892)
205,227
(206,975
1,748
TOTAL FUNDS
231,247
(217,538)
13.709
27

SWAN ljllomen's Centr
Registei-ed Companii INlo'. O?7?0502 Regis[ar￿d Charilil i%l0.' 10 119 1 1
Annual Review and Accounts
2023 - 2024
Notes to the Financial Statements - continued
for the Year Ended 31 March 2024
12. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31 March 2024.
13. RESTRICTED FUNDS
Llo
ds Bank Foundation
A grant awarded for core costs to help the development of the organisation.
Alder He
-NHS
Grant contributions towards Teenage Girls Counselling servi￿, salary and volunteer costs.
John Moores Foundation
Funding received to contribute towards salary costs for the Befriending Service.
NHS ICB
Funding is received to contribute towards the costs of:
-Adult counselling services
-Delivery of Support groups
-contribution towards running costs of the organisation, salaries and volunteer costs
(counselling).
Sefton Women and Children Aid
SWACA
Commissioning of a counselling service for women who have experienced domestic abuse.
LCVS
Grant contributes towards counselling services.
Sefton Council
Grants towards core running costs.
Rathbone Trusts
Grants received from Eleanor Rathbone Foundation and Elizabeth Rathbone Foundation to
contribute towards young person's counselling sessions and salary costs.
rim Trust
A grant received as first installment over a 3 year period starting April 2023 which is a
contribution towards salaries and core costs for a mental health service for 16 25-year-old
females.
28

SWAN lillomen's Centre
Registered Company tylo." 02720502 Regisiared Charitii No.. 1011971
Annual Review and Accounts
2023 - 2024
14. CONTINGENCY FUNDS
The contingency fund has been designated by the trustees to provide for redundancy
and other costs in the event of a winding up. The amount has been reduced during
the year to reflect a reduction in contractual redundancy costs and lease hire.
15. TRANSFERS
Transfers amounting to £41,971 represent an approved management charge of
£55,554 from restricted funds to general unrestricted funds to contribute toward
general overhead expenditure. A further transfer of £13,583 was made from general
fund to restricted funds to cover overspend on restricted fun
29

SWAIN IDJomen's Centre
Registered Companii INO." 02720502 Registrared Charity rnlo.. 10 11971
Annual Review and Accounts
2023 - 2024
Thanks for our Funders and Partners
Lloyds Bank Foundation
The Mayor of Sefton Fund
Sefton Council
John Moores Foundation
Cheshire and Merseyside Integrated Care Board (NHS)
Sefton Women and Children Aid (SWACA)
Sefton Council for Voluntary Service (Sefton CVS)
Alder Hey- NHS
Liverpool Council for Voluntary Service (Liverpool CVS
Community Foundation for Lancashire and Merseyside
Eleanor Rathbone Trust
Elizabeth Rathbone Trust
30

Thanks to our Fundraisers
Una Haslinger and
the amazing Therapists
who gave their time so
freely - Bloom out of the
Gloom. Raised £1400
)0
Angela Howarth
Angela's Tai Chi Club
(and her fabulous
members who organised
fundraising event in
Liverpool Raised £ 1300
Kim Stevenson
Jaz Hairdressers
Waterloo, who organised
a fantastic Black Tie
Event., raising almost
£6000
Ged Martin
Volunteer at SWAN
Walked the Santiago de
Camino -sponsorship