THE ORCHESTRA OF THE SWAN

Registered charity 1068570 · accounts filings on the Charity Commission register

To promote and maintain public education in and appreciation of the art and science of music in all its aspects.

Causes: Education/training · Arts/culture/heritage/science · website · Get email alerts

Latest income
£672k
Latest spending
£668k
Registered
1998
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity ended the year with a modest surplus of £3,374, bringing total unrestricted reserves to £87,827. Per the trustees' report, this figure falls short of their stated policy target of £100,000 (equivalent to three months' running costs), although the trustees consider current reserves sufficient for planned activities. The charity noted a contraction in business due to economic challenges, including venue closures and reduced grant funding, which led to one staff redundancy.

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

What the accounts disclose

Largest income source: Box Office and Fees (38% of income)
“Box Office and Fees: £258k (38%)” — page 29
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £88k; policy: three months' running costs, estimated at £100,000)
“Current reserves of £87,827 fall short of this target”
Per its FY2025 accounts as filed with the Charity Commission.

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

Public fundraising profile: JustGiving — Orchestra of the Swan (matched by registered charity number).

Structured financials (annual return, FY ending 31/08/2025)

Total income
£672k
Total spending
£668k
Reserves (reported)
£88k
Employees
8

Reported reserves equal ~1.6 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/08/2025£672k£668k
31/08/2024£729k£727k
31/08/2023£696k£694k
31/08/2022£760k£754k
31/08/2021£562k£539k

Common questions

Is THE ORCHESTRA OF THE SWAN financially healthy?

Per its FY2025 accounts: The accounts state that the charity ended the year with a modest surplus of £3,374, bringing total unrestricted reserves to £87,827. Per the trustees' report, this figure falls short of their stated policy target of £100,000 (equivalent to three months' running costs), although the trustees consider current reserves sufficient for planned activities. The charity noted a contraction in business due to economic challenges, including venue closures and reduced grant funding, which led to one staff redundancy. Its FY2025 accounts were independently examined.

Who funds THE ORCHESTRA OF THE SWAN?

Funders whose own accounts filings name THE ORCHESTRA OF THE SWAN as a grant recipient include JOHN ELLERMAN FOUNDATION, THE LINBURY TRUST, JOHN MARTIN'S CHARITY, STRATFORD-UPON-AVON TOWN TRUST, THE ADRIAN SWIRE CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
JOHN ELLERMAN FOUNDATIONFY2022£150kTowards core salary costs, including Managing Director and Artistic Director posts.
THE LINBURY TRUSTFY2022£50kTo expand the programme of activity for sufferers of dementia. Final payment of a £100,000 grant.
THE LINBURY TRUSTFY2023£50kTo support the Orchestra’s working in care homes and community settings to help older people to live well. First payment of a two-year £75k project.
JOHN MARTIN'S CHARITYFY2025£43kRelief in need
JOHN MARTIN'S CHARITYFY2024£43kRelief in need
STRATFORD-UPON-AVON TOWN TRUSTFY2022£21kCafe Muse
THE ADRIAN SWIRE CHARITABLE TRUSTFY2022£20k
STRATFORD-UPON-AVON TOWN TRUSTFY2021£18kCafe Muse
THE ELMLEY FOUNDATIONFY2025£15k
THE ELMLEY FOUNDATIONFY2024£15k
Army Benevolent FundFY2023£10kWellbeing
Army Benevolent FundFY2024£10kWellbeing
THE ELMLEY FOUNDATIONFY2022£10k
STRATFORD-UPON-AVON TOWN TRUSTFY2023£10kCafé Muse
THE ULVERSCROFT FOUNDATIONFY2023£10k
Army Benevolent FundFY2026£5kWellbeing
THE SAINTBURY TRUSTFY2025£5kAdvancement of Arts, Culture, Heritage or Science
THE SHELDON TRUSTFY2024£5kSpecial Needs Groups
THE SAINTBURY TRUSTFY2024£5kAdvancement of Arts, Culture, Heritage or Science
DR RADCLIFFE'S TRUSTFY2022£5kA Sound Education: Music & the Visually Impaired
THE ALAN EDWARD HIGGS CHARITYFY2022£5kTo work with visually impaired young people at the Priestley Smith School leading to a musical performance
JOHN MARTIN'S CHARITYFY2023£5kPromotion of education
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2025£5kTown Share Grant
MISSES BARRIE CHARITABLE TRUSTFY2026£3k
GEORGE FENTHAM BIRMINGHAM CHARITYFY2024£3k
JOHN MARTIN'S CHARITYFY2026£3kRelief in need
THE MICHAEL MARSH CHARITABLE TRUSTFY2025£3k
LORD BARNBY'S FOUNDATIONFY2025£3k
THE SAINTBURY TRUSTFY2023£3kThe Advancement of Arts, Culture, Heritage or Science
THE ALAN EDWARD HIGGS CHARITYFY2023£3kTo work with visually impaired young people at the Priestley Smith School leading to a musical performance
THE DAVID FAMILY FOUNDATIONFY2023£3k
THE EDWARD CADBURY CHARITABLE TRUSTFY2024£3kArts and Culture
WARWICK PROVIDENT DISPENSARYFY2025£3k
THE NORTON FOUNDATIONFY2022£3kSocial activity
THE OLDHURST TRUSTFY2023£2k
LORD BARNBY'S FOUNDATIONFY2024£2k
THE EDWARD AND DOROTHY CADBURY TRUSTFY2024£2kArts and Culture
THE ADRIAN SWIRE CHARITABLE TRUSTFY2021£2k
THE ELMLEY FOUNDATIONFY2023£2k
DUMBRECK CHARITYFY2022£1kCulture and the Arts
DUMBRECK CHARITYFY2024£1kCulture and the Arts
MISSES BARRIE CHARITABLE TRUSTFY2025£1k
DUMBRECK CHARITYFY2025£1kCulture and the Arts
THE CPF TRUSTFY2022£1k
DUMBRECK CHARITYFY2023£1kCulture and the Arts
THE W E DUNN TRUSTFY2022£1kArts, culture and buildings
THE W E DUNN TRUSTFY2023£1k
THE CPF TRUSTFY2023£1k
THE DAVID FAMILY FOUNDATIONFY2022£0
THE OLDHURST TRUSTFY2022£0

Government & lottery funding

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

FunderDateAmountPurpose
UK government08/07/2020£16kCoronavirus Community Support Fund
The National Lottery Community Fund15/06/2006£5kMusic Workshops

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with OXFORD PHILHARMONIC ORCHESTRA TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ORCHESTRA OF THE SWAN£672k—0below—no doubt
OXFORD PHILHARMONIC ORCHESTRA TRUST FY2025£3.1m£80,001 - £90,0001within—no doubt
ORCHESTRA OF ST JOHN'S LIMITED FY2025£337k—0unclear—no doubt
ROYAL PHILHARMONIC ORCHESTRA LIMITED FY2025£11.8m——unclear5.0%no doubt
OXFORD LIEDER FY2025£710k—0unclear—no doubt
EARLY MUSIC AS EDUCATION FY2025£137k—0within—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.