SWANS TRUST (SHAFTESBURY)

Registered charity 1063757 · accounts filings on the Charity Commission register

Community Development Charity which supports the development of start up businesses and the activities that provide economic ,well being, cultural and environmental benefit in Shaftesbury and the surrounding area.

Objects

FOR THE PUBLIC BENEFIT OF NORTH DORSET: INCLUDING IMPROVING THE TOWN OF SHAFTESBURY; PROVIDING FACILITIES FOR RECREATION OR LEISURE TIME OCCUPATION; PROMOTION AND PRESERVATION OF STANDARDS OF CRAFTSMANSHIP; PRESERVATION OF BUILDINGS OF CONSTRUCTIONAL OR ARCHITECTURAL MERIT; ADVANCEMENT OF EDUCATION RELEVANT TO EMPLOYMENT; AND SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE PUBLIC: FOR FULL DETAILS SEE CLAUSE 3

Area of benefit: NORTH DORSET PARTICULARLY SHAFTESBURY

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £13,555 for the year ended 28 February 2025, driven largely by investment income. Per the trustees' report, free reserves totalled £91,306, which significantly exceeds the stated policy target of approximately £10,000 (three months of normal expenditure). The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

• DR Richard Tippins
• JOHN PARKER · trustee of 1 other charity
• Jennifer Jane Belissa Beattie
• John Leslie Goodwin
• Peter Mills

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

Operates in: Dorset

Income and spending

Common questions

Government & lottery funding

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