

## Advice Network 

**Annual Report 2021-22 Financial Statements** 

Registered Charity No. 1141396 Registered Company No. 6883950 



## **Letter from the Chairman** 

**This year has been another of challenges and changes as lockdown restrictions were gradually eased and things hesitantly returned to normal as the year progressed.** 

When the year began, staff were still working in the office wearing face masks and no volunteers were allowed in the building. Non- essential services such as hairdressers reopened in the middle of April but many indoor venues were not able to open until the middle of May and even then only 2 households were allowed to gather indoors. Passengers were slow to return to going out again and high Covid levels meant high levels of cancelled journeys. Swan's volunteer drivers were still restricted to carrying one passenger in the car in May and most legal limits on social contact were not removed until the 19th July. 

Swan's Cuppa and Chat service for isolated passengers didn't begin again until the end of June but since then has been held most months. 

Our office volunteer felt safe to return in September and our volunteer drivers began trickling back before then but many used the end of lockdown restrictions to meet up with family and to take holidays that had been postponed. This meant that by November we had a longer waiting list of passengers needing journeys than we had ever previously experienced. At the end of the financial year the threat of Covid was still hanging and new PPE supplies for our volunteer drivers were still ordered as late as February 2022. 

By the end of the year the number of journeys Swan carried out per month for our commissioned service was three times higher than at the start of the year. Other journey numbers remained stable but for the majority of the year Swan has undertaken more medical journeys than social ones - largely buoyed by people needing to get to vaccination appointments. At year end we had carried out 96% of the pre-pandemic health journey numbers, but total journey numbers were only 67% of the 19/20 levels. 

In terms of administration there have been a number of changes at Swan whilst journey numbers were lower. Early in the year Swan's free BT website came to an end so Swan moved to a new website address; swan.chessck.co.uk. A new BT One Phone system was due to kick in for Swan in early June however the system relied on consistently good broadband and because of this we were never able to make it work. By 2022 the equipment had all been returned unused to BT. Towards the end of 2021 problems with insufficient space on our BT emails led us to a new email domain swan-transport.co.uk which provides more cloud storage than our old BT account gave us. Swan also transferred to using Microsoft 365 which is better suited to hybrid working. 

2 



Towards the end of 2021 Swan abandoned its £7 joining fee. Whilst this had brought in several hundreds of pounds, the administration of this and the time spent identifying and recording this money negated any positive benefit. 

The final change of the year has been gearing up to start a new financial system Xero for the new financial year. We have used SAGE for years but the costs have increased and that package offers far more than we actually need. The new cheaper system promises to be much more straightforward. 

As we have all adjusted this year to a post Covid existence we would like to thank our volunteers, staff and trustees for sticking with Swan through these difficulties and changes to ensure that we could continue to offer our vital services to our passengers. 


## **Chris Davis - Chairman** 



3 



## **Volunteer Transport Scheme Report 2021-22** 

This was a year that again showcases what an amazing team of volunteer drivers we have and the unwavering commitment they give to Swan and the wider community. More of our drivers who were isolating felt able to return and some of our isolating drivers decided that due to their health it was time to retire. This has been another year where we have seen huge changes during this short time span. 

With the end of another lockdown which ended on 12th April 2021 and the new Omicron variant our volunteers rose to the challenge again despite the obvious risks they were potentially exposing themselves to. Although some of our guidelines were relaxing and risk assessments were adjusted to reflect this, the pandemic had not gone away. Some of our drivers contracted the virus and needed cover from other drivers to keep their regular journeys running. Its been a fantastic team effort and we are so grateful for the care and professionalism the drivers have demonstrated during this challenging time. 

The bookings steadily built back up with more passengers than ever often outstripping the capacity of available drivers. It's the first year in memory that the office has had to turn people away and advise people to book with us well in advance of the journey date. It was also a first for Swan to have a waiting list as we experienced a tsunami of requests for regular journeys to day centres and support groups the bulk of these being from Bath and Keynsham residents where we traditionally have fewer drivers available. Despite this our drivers delivered 3,690 journeys over the year. 

Over the year we managed to recruit 6 new drivers and with 4 more original drivers who had been isolating last year this boosted total driver numbers to 32 for the year. 4 of our other isolating drivers who had been with us for some years decided this was the year to cease driving altogether due to health reasons. We were sad to say goodbye as these were people who had given Swan and our passengers so much in their previous years of volunteering with us and we wish them well for the future. 

## **Cuppa and Chat** 

Our project to enable passengers to meet up for a coffee / tea and a social break got going again in June. These  face to face meetings have proved very popular especially for those who have felt even more isolated due to the lockdowns. People have enjoyed the get together and renewed much needed social contact. 

## **The Transport Schemes:** 

## **Supporting People** 

This project has supported 19 people with social care needs to take 1550 journeys, 7 new people took up journeys and we had 164 cancellations over the year. 

The activities our drivers took people to ranged from volunteer work in charity shops, farm, office and café work placements, day care for people with learning difficulties and day care for people with dementia, respite / holiday provision to give their carers a break, shopping, 

4 



visiting relatives and occasional health appointments though our other transport services. Swans involvement has helped prevent social exclusion and isolation for the most vulnerable people in the community with social care needs and much needed breaks for their carers. 

## **Swan Community Transport & Access to Health Services** 

During this year Swan helped 565 passengers take 2140 journeys - double the figures of 20/21. Passengers for these services book in week to week by ringing the office direct. 

## **Community Transport** 

922 community transport journeys were carried out as community facilities started to be used again. Journeys ranged from taking people to visit loved ones, leisure time spent inside and also outside in nature, shopping, hairdressers, clubs, support groups, meetings, carers activities and to day care. Over the year a further 167 journeys were arranged and then cancelled usually due to passenger health issues. 

## **Access to Health** 

1218 journeys were undertaken to health related appointments such as dental, doctor, optician, vaccinations and hospital appointments. There were a further 150 bookings arranged and then cancelled. 

Achievements in another difficult year have been exceptional and this shows what a fantastic team of staff and volunteers we have and just how important transport is to keep  all the wheels running in the communities we live in. Our huge thanks go to our drivers who make it possible to provide these essential services year on year. 

## _**S. Oughton**_ 

## _**Swan Co-ordinator**_ 



5 



## **Report of the Executive Committee For the year ended 31[st] March 2022** 



6 



&xial Sewionsfvr Older. Vulnernble und Isolated PeO￿e
As part of Swan's developmental work related to bnelness. Swan has been operating monthly
'Cuppa and Chat. SesS￿ns. After a a break durwig Covid these reconvened during this financk31 year
buildiThJ up to g￿ater attendan￿S as people's confidence has gFown to leave the house again.
The ContiTrued Impact ol Coronavirus
Swan's volunteer drive￿ have contnued lo wear PPE this par and to than down theK cars
between passengers. 11 is nolable that whilst health ielated joumw3 are almost back to nomial
boosted byjourneys to vaccination appointments. social ioumeys have proved much slower to
recover due to some reticence aM￿g our passengers to leave the house unless absolute
necessary and the dete11ora￿n ol their health over the pandernic. The CEO has continued to w￿k
from h)me just g[M￿ into the office On￿ a week and after many months of deLqydue to shortage5
of parts internat￿naty and then the blockage of the Suez Canal caUS￿g delay5 finally got an up to
date work L3Fknp ￿ September.
Use of Volunteers
Swan has had 23 active volunteer ￿Trrfe￿ through the year. We have wekomed 6 new drtvers. 5
lunleets have not yet relumed for a Wdriety of rea5{￿S sin￿ Covid and 7 other5 left during the
year. Towards the end of the ypar Tt felt safe to welcome drivers back into the offKe rather than
keepng them on the doorstep. our adminLstration voknnleer had retumed Io V•Drk in the office. and
were able to have a Christmas meal together. Ourtsustees are all volunteers and the majonty of
rneetings have contsnued to be hekl on Zoom. The first face to fa￿ meetsng was convened in
September but due lo various Coronavinjs contacts some meelrys snce then have returned to
nancial Review
Incoming resources for the year amounted to £102.554. £24080 of was a granl ￿ceiVed in the
last month of the year. Expenditure was £1C6598.
Reserves Policy
The Executp4e Comrnittee has estabkhed a po&cy whereby the unreslricled funds not commiited or
invesled in t2ngiUe r￿ed assets (the free reserves) held by the charity should be at least 3 mowllhs
operating costs (Circa £26,500) and are now designated for this Purpose. General fund in 2021r22
was £6,882. In addthn. Swan has established designated funds for a sickness reserve (£5000)
and redundancy provision for a worse &qse scenario1£27118). This represents a reserves targel of
£58600. At this level the Execulive Committee feels that Svnn would be able lo continue the usual
aclivities of the charTty in the event of a sKJnthcant drop in funding. Were thal to occur. it woL￿d
obvK>U5ty be necessary to consKler how the funding would be replaced 01 activities changed.

Risk Review
A review of those rtsks thal h*1 been Klenlified as 'h￿h, was compleled in February 22 . The major
risks lo funding are being addTessed by seekiTrg Oppor￿n111eS to diversfy actNilies. such as the
work on k￿elineSS, and so open up the possibilty of wider funding sources. Intemal risks are
minimised by the implementation of procedures for aulhorisatK>n of all tr3nsaclion5 and prqects and
to ensure consistent quatty of delivery of all operational aspects of the chanty. These procedures
are pericmjically renewed lo ensure that they still meet the needs of the chaTty. A detailed financial
policy def￿eS thar fThnoal responsibdty. safeguards and accounlabi
Plans for the Future and Post Covid Recovery
The Coronavirus pandemic has extended longer than we might have foreseen the first
lockdown on March 23rd 2020. Mosl ￿stric￿"0ns were lifted on 19th July 2021 though Plan B was
announced by the govemment due to the Omicron variant in December 21. Swan will contmue to do
whal is required to rnaintain rts transport setvices and contacts wth chents. Through the effects of
Covid 19 and its variants Swan will continue lo follow govemrnent guidance and will aim to rebuild
resilience where possible and feasible. Swan will further the development of hjeas as to how Swan
can develop rts services and conlribute to tackling loneliness. These plans include effort lo:
Ensure our IraTrSt￿ service evofves to meet any new demands post pandemic
recruit more volunteer drivers to meet increased demand
conlinue lo explore new s<)urces of funding
extending Cuppa and Chat sessions
evaluate how these sessions can link to other aCt￿rt￿, possibly supported by other chanties
and organisations in BANES.
Structure, Govemance and Managemenl
SWAN is a charrtable company limited by guarantee, incorporated on 21 Awil 2009. It was onginaly
registered with the Charty Commission as a charty on 30 October 1989. The company was
established under a Memorandum of Assouats'on which established Ihe objects of Ihe charitable
company. and it is govemed under its Articles of AssoclalK￿.
The l￿bil￿ of the members is limited. U￿ler the Memorandum of Associalion. in the event of the
charrtable company being wound up its members are required to conln"tKrte rf required an amounl
not exceeding £10 to the charrtable companls assets.
RecThitment and AN)ointment of Executive Committee Members
The diiectors of Ihe company are also chanty trustees for the purposes of charity law and under the
companws Articles of AssociatK)n are kr)own as membe[5 of the ExeculNe Cornmrttee. A
member5 of Ihe Executive Commrttee gNe Iheir lime volunlaiily and received r)0 benefrt5 from the
charity. At each annual general meeting. one4hird of members of the Executrve Committee retire.
based on length of service. and are eligrt)le for re-appointment subject to available vacancies and lo
their recornmendats.on lor re-app￿ntrnen1 by the Executive Commrtlee. Appointrnent of new
Executive Commrtiee members is thrDugh a recrurtment process. folk)wed by a recommendation of
the Executive Committee to the annual general meeting for formal approval. The recnjitmenl
process can include a vanety of means and whenever necessary specrfic skills are sought.
Prospective members inrtk211y meet with the CEO, and rf Ix)th sides wish to proceed they are then
inviled lo allend at least one meeling of the Executive Committee as an observer and to give more
details of vthat they could conlribute as a member. Their appointment may Ihen proceed subjecl lo
firsl ascertaining that the applicant is eligible to become both a company d￿ector and a charity
twstee.

The trustees (who are also dwectots of SWAN for the puwes of company lawl are responsible f
preparing Ihe Trustees. Annual Report and the financi21 st2temenls m acc(Kdance v4ith applicable
law and United ￿ngdoM Accountsng Standards (UK General￿ AC￿pted Accounb"ng Praclice).
Company law requires trustees ts p￿Pare f￿anCIal slatements for each fU￿rIe•al JEar, which
give a tNe and fair view of the stale of affairs of the charitable company and of Ihe incoming
resources and applicakn.on of resources. induding the income and expendrture. of the charttable
cixnpany for that penod. In preparing these financial statements. the trustees are required to:
select suitable accounting policies and then apply them consistently.
observe the methods and pnnciples in the chari￿5 Statement of Recomrnended Practs"ce:
make judgements and estirnates Ihat are reasonable and prudenl:
state whether applicable UK Accounting Standards have been folk>￿Ed. subject to any material
departures disclosed and explained in Ihe financial statements.
prepare the financial stalements on the goirrfJ concem basis unless it is inapprwale lo
presume Ihat the charitable company will continue in operation.
The trustees are responsible for keeping adequate accounting Tecords that disclose wth reasonable
accuracy at any time the financial PositK￿ of the ch2ntable company and enable them to ensure
thal Ihe financial slatements comply with Ihe Companies Act 2006. They are a150 responsible for
safeguarding the assets of the charitable company and hence for taking reasonable steps for the
prevention and detection of fraud and other irregulariies.
Statement as lo disclosure to our Independent Examlners
ITh so far as the Imslees are aware at Ihe time of approvThJ our truslees. annual re￿rt.
there is no relevant information. being infonna1￿n needed by the examinef in connection with
preparirbg their report. of which Ihe chantable CoMpan￿S examiner is unaware; and
the ITUStees have taken al steps thal they ought to have taken to make themselves aware of
any relevant infom)ation arbd to establ'sh that the examiner is aware of that information.
Thi5 report ha5 been prepared in accordance with the prDvisions n Part 15 of the Companies Act
2006 app￿.Cable to companies subject to the small companies regwne and Statemenl of
Recommended Practice- AcCO￿ting and Reporting by charit￿s.
Thts rewi was approved by the board OTh 12th October 2022 and signed by its order.
Chris Davis
Chair
Susan Charles
Chair

## **Independent Examiner’s Report to the Trustees of Swan Advice Network** 

**11 to 18.** 

10 



Accounts for the year ended 31 March 2022
Swan Advice Network
Statement ol Financial Activities
for the year ended 31 March 2022
Notes
Unrestricted Restricted Totsl Funds Total Funds
Fundg
Funds
2022
2021
Incomo
t)Onal￿nS
Charitable activities
12.420
72.556
17.578
84.976
17.578
96.623
6.948
Totsl Income
12.420
90.134
102.554
103.571
Expendlture
Cost ol raising fvThJs:
7.WO
Chantable actiythes
6.526
93.073
99.599
74.272
Net incomel(expenditufe) and nel
movemenl in funds for the year
5.894
(9.9391
14.045)
22.299
Reconciliation of funds
Total fu￿￿$ brought loThvard
59.588
33.125
92.713
70.414
Total funds carried forward
65.482
23.186
88.668
92.113
The statement of financial activities includes all gains and k>sses recognised in the year.
All income arKI expendrture derive Irorn conts"nuing aCtN￿.es.
11

Noies
2022
2021
Flxed assets
Tangible assets
1.064
1.064
Current assels
Stocks
Debtors
Cash at bank and in hand
3.591
85.868
89,459
917
92.056
92,973
Creditors: arnounts falling due
within one year
{1.589)
(1.324)
Net cuThent assets
87.870
91.649
Total assels less CU￿ent
liabilities
88.668
91713
Net assets
Funds
Unrestricted funds
Restricted funds
65.482
23.186
59.588
33.125
Total ￿ndS
88 668
The trustees afe salisfied that the company is entitled to exemp￿￿ from the requirement to obtain
an audtl under section 477 of the cornpan￿ Act 2QO6.
The members have not required the company to obtsirk an audil in accotdance wth section 476 of
the Ad.
The trustees aCknO￿edge their responsibilittes for complwng with the requirements of the
Companies Acl 2006 with respect to accounb.ng records and the preparation of accounts.
The accounts have been prepared and defivered in accordance Ihe speaal pfowsions
applicable to companies subjed to the small companies regime.
Mr Colin Allen
Treasurer
Approved by the board of trustees on 121h October 2022
12

Notes
2022
2021
Cash used in operating aclivities
6.188
Purchase of offi￿ Equipment
(1.330)
Nel {decrease)lincrease in cash
16.188)
14.915
Cash at bank and in hand18ss ovewdrafts at1 April
92.056
56.171
Cash at bank and in hand less overdraft8 ai 31 March
85.868
71.086
Consisting of:
Cash al bank and in hand
85.868
92.056
13

1 Accounting policies
The wncipa accounb"r¥J Fdiaes adoNgJ in the prBparatKn of the financial statemrts are
sel out W(v4:
Basis 01p￿paratIOn
The financial statements have been prepared in acccwdance wtlh Accounling and Rew¥bng
y Charities: Statement of RecommTrJed Prartice aptAicable to charibes rXepari￿ their
accounts in accc¥thnce wth the Fin￿￿21 ReFXNtir¥J Starhjard apF4icaJle in the UK and
RepUl￿1C of IrelaThJ IFRS102) (effeclive 1 January 20191- (Charit'es SORP IFRS 102)), the
Financial Repw standard atWIcak￿e in the UK and Rewblic of Ireland (FRS 102) the
Fund Accounting
Unreskncted furnJ5 arv avaiL*le fwuse at the discretKY) of Ihe1rustees in furtsrdnce of Ihe
Designaled funds are ￿res1￿Cted furwts eammthed ExecLrtive ConvTh'ttee for parlicul
Restricted Funds ae sul'ected to restrictions on their eXpe￿IllUre iny6ed ty the th)rh)r
tFwh the ol an apFea.
All mcomir¥J reSoUr￿S are induded in Ihe statement of finanaal actNities when the charity is
enkn.lled to the inc(￿￿ arhj the anKMJnt can be quanbfied Trmih reasonaue accuracy. The
fc41(Miry Oiues are applied lo par￿"C￿r Categ￿eS of
Vdurrtary is [￿1Ved by vray of grants. Ik)n31ions and gfts arml is induded in full in
Ststen*nt of Financial Adivib&s when receivable. Grants. vknere enknIen￿n1 is ncl coThJitional
on the delivery of a specific perf0rnw￿ by the charity, are ￿c￿JThSed vthen the charity
beC0n￿ unCc￿drtKJna1lY entiued to the grant.
Donated services aThJ facililies are hicluded at the Ydlue b the ch2nty ￿ this ￿ be
quanb'fied.
The value of Servi￿ prov*tsJ by volunteers has ncrt been ind￿led in acc￿ntS.
ltY4eStr￿t ints)￿ is Ind￿ wtwi ￿￿￿a￿e.
Ir)c(rriThJ res￿JrceS frLYn charrt. alle tradiry actrwty are acco￿ted when eamed.
InciyThThJ tes(*Jrces frLYn grants. ￿t￿e telaled to a￿1 specific ￿lIVeral￿5, are
accc¥JnlwJ for a5 the ch￿ty eams ￿ li￿t k) by ils wtrn4nce.
Expendilure is rec(grused (m an accrual bas￿ as a liatrflty is In[￿red. ExpenditLre iThSLhJes
VAT wlich ￿not be fully recovefgj.
Costs irf geT￿ating fU￿lS c(ryiise5 IIKise costs associated aitrxtirwJ %r4untary inc[￿
and the o)sts oftrathng fwthi5iro pw[x￿.
14

charita￿ eynditijre ¢xMnprises those costs inuJrr&l by1￿ charity in defivery ol its
ac11ml￿ and seNces for its ￿t￿fiCian￿8. It ind￿￿e$ bcAh ¢￿ts that can be all￿ted dre¢ty
to such aclivrties and those casts of an I￿lired nthre necessarylo SUFVXt them.
&)lEm￿Ce ¢￿ts include those costs asgxiated vAth the c(mlitiJlI(￿al aTrJ
statutory requiren*nts of the charity ind￿e the exar•nerfs fees a￿1 costs linked to the
straI￿1C man4ement of Ihe chanty.
All costs are allocatgj L*￿een the eXpe￿Irture Cat￿Jc￿eS of the Statement of Financial
Acbvrties a ba￿"S designed lo reflect the use of the resourre. Costs relabrvJ to a pthcular
acb.wty are allocated direclly. other5 are an apFrynale basis.
Taxalion
The compary is exenyt fr(¥n C{XF￿atI(￿ tax its charitable athities (fftly.
Pensions
(¥xnpww cyates a thfin*J C￿￿li)Ut￿)n Fonsiu) stheme. C￿tribU1￿￿￿ *e charyed lo
incon* and exFwMJibJre acc￿lt as IW becoTr* Payab￿ in acuxdance the wles
2 Income
Unrestricted Restricted
20Z2
2021
Donalions
D(￿atiOnS
LocalGM
miscel1ane(￿S
11.916
11.916
393
BANES Social SeNces Trwjt
BANES Cmicron grant
BANES tl'scretionxy g￿t
K• Town Counril
Westfidd PaFish CoyJncil
Quartet CA>rMxJr¥ty Fourwjali
E(bJar E Law* Fiyjndation
Radstc(k Tovffl Ciyjncil
Ralph aThJ Imm SperrtryJ tn
Gr￿nd￿ UK
West of England Co
Mable C(w Charil3Ne Tntst
HMRC QIRS (kn (Furkxth)
Natonal LrAW- thid 19
27,168
24,080
27.168
24,080
27.168
10.IKKI
15.108
15.108
15.431
Irmlepermlenl Age Gr¥rt
12.43)
71556
84,976
Income frcffl charitsble activities
Irwoic￿J trartsr*M PaYn￿ts
17.518
17.518
Total Income
12A20
90,134
102,554
103,571
15

3 Anatysis of Expenthiure
2022
2021
Cosf of faiwng
Slaff costs
Slaff costs
TdeplK>ne and p%tsJe
Slalionery. piinbTWJ and Fxjblicty
CcryLrter costs
Sub5cn'ptions
Trainir¥J costs
Premises e(tsts
ProfessKJnal fees
SuThAry expenses
Repa￿ and renthv*
Bank charges
Vdunteer driver exFer
offi￿ insurance
De￿ec￿tl￿ of Offi￿ equipn*rf
59.259
2.033
551
4,215
50.843
1.421
937
152
4.111
3.343
371
23.176
914
156
c￿Su1￿nCY
IrthperNJenl e￿Nn￿S fees
2.170
3.597
474
106,YJ8
81,271
3 Employees
2022
Number
2(121
Number
ANErage nLwthr of pe￿(￿5 emFtyd by the c(xnparYy
4 Tangible fixed assds
Planl and
etc
At 1 Awil 2021
At 31 Marth 2022
Depreciation
At 1 Awil 2021
Charge for the ￿ar
At 31 Marth 2022
532
Net b(￿ value
At 31 March X122
At 31 ￿rth 2021
5 Debtors
2022
2021
SurNJry debt(X5
333
3,591
917
16

6 Credtlors: aMO￿t5 falling due within one ye
2022
2021
Surmty credit￿$
Accwals and thferred grants
)7
1,274
1.324
7 Related party transactions
Thewg no ￿la1￿ wty tr*NclX￿ ILY the ye* eThJed 31 Marth 2021
8 MOve￿nt in funds
1st Awil
2021
Received
Utilised
Balance 31st March
transfer5
2022
Unrestricted funds
Designated funds
SKkness ￿SeNe
R&Jundancy reserve
3 n￿nthS (yeraliTrJ cc6ts
25,400
25.DJO
1.700
27,100
26,￿10
General Fund
4.188
12.420
(6.526}
(3.2txi)
59.588
12,420
6.526
65,482
Re8trlcted funds
BANES SupF4ier Relief Grant
BANES Sefwces trarwt
WEfA c(mryMJnity T￿S￿rt
BANES Dis(Trtionary gra
BANES cknCrc￿ grant
Local (&vi
We5ffielJ Parish Council
Rast¢xk Town C￿￿cl
Kwsham T(y•m C￿nCil
Ralph tsrriry Trust
Quartet CAJnYnunity F(xJrthlion
Ir¥JeperhJent Age Grant
Groundvth UK
Mable Cwper CtharitaL4e Tn
(1,626)
(27.168)
(16.539)
(6.660)
(4,144)
(361)
(1.102)
(1.000)
(655)
1250)
(1.792)
(7.Ix)o}
(250)
(1,1100)
27.168
15.108
1.431
24.080
19.936
361
602
5LIO
1.000
450
205
250
1.042
250
26.177
T2556
(75.54n
23.186
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124.526}
33.125
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17


## **Swan Advice Network is a private company limited by guarantee and incorporated in England. Its registered office is:** 

Leigh House, 1 Wells Road, Radstock, Bath & North East Somerset BA3 3RN Charity Number: 1141396  Company Number: 6883950 

The charity was first registered in 1985, following the original establishment in 1984 with charity number 900172. The Charity’s constitution established the aims and objectives of Swan Advice Network. Under this constitution, the Executive Committee are elected at the Annual General Meeting to serve a period of one year. The limited company was established in 2009 when the charity number was required to change as a result. 

## **Executive Committee (Trustees) 2021/22:** 

Cllr Chris Davis -  Chair 

Susan Charles - Vice Chair Cllr Michael Evans 

Charles Gerrish 

Colin Allen - Treasurer (Appointed 10/02/2021) Moriah Nell - Resigned 7/4/2022 

## **Company Secretary:** Sue Bright 

## **Manager:** Sarah Williams 

## **Independent Examiners:** 

Mr J. L. Battle FCCA MAAT 

Concept Accountancy & Business Services Limited, 12 Spencer Drive, Midsomer Norton, BA3 2DN. 

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**Swan is very grateful to all bodies and organisations who have provided or enabled funding to ensure that Swan’s work was possible during this year: B&NES Council, West of England Combined Authority Quartet Community Foundation, Mable Cooper Charitable Trust, Radstock Town Council, Keynsham Town Council, Westfield Parish Council, Groundwork UK** 

**Swan trustees and management would like to recognise the large contributions made to the smooth running of Swan’s work by the volunteer drivers and volunteer administrative staff member.** 

## **Swan Contacts** 

**Swan Volunteer Transport Scheme Tel: 01761 439548,    Email: office@swan-transport.co.uk Swan Manager - Sarah Williams Tel: 01761 435643,    Email: ceo@swan-transport.co.uk Address: Leigh House, 1 Wells Road, Radstock BA3 3RN Website: swan.chessck.co.uk https://localgiving.org/charity/swan-transport/ https://www.facebook.com/swantransport/** 

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