THE ORCHESTRA OF THE SWAN
To promote and maintain public education in and appreciation of the art and science of music in all its aspects.
Objects
TO PROMOTE, ADVANCE, IMPROVE, DEVELOP AND MAINTAIN PUBLIC EDUCATION IN AND APPRECIATION OF THE ART AND SCIENCE OF MUSIC IN ALL ITS ASPECTS BY THE PRESENTATION OF PUBLIC CONCERTS, RECITALS, FESTIVALS, OPERA, BALLET, MUSICAL AND DRAMATIC WORKS AND DISPLAYS AND ENTERTAINMENTS OF ALL KINDS INVOLVING ORCHESTRAS, THE THEATRE, VARIETY STAGE, MUSICALS, RADIO, TELEVISION AND OTHER MEANS OF TRANSMITTING SOUND OR PICTORIAL AFFECTS ("THE EVENTS") FOR THE PUBLIC BENEFIT.
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.
What the accounts disclose
“Box Office and Fees: £258k (38%)” — page 29
“Current reserves of £87,827 fall short of this target”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/08/2025
- Volunteers: 10
- Government income: £68,760 — grants £68,760 (3); 10% of the £671,801 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 10
- Government income: £70,221 — grants £70,221 (3); 10% of the £728,826 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/08/2023
- Volunteers: 10
- Government income: £144,601 — grants £144,601 (7); 21% of the £696,449 total gross income on the same return
- Has a trading subsidiary
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Caroline Susannah Pugh Evans
- Carolyn Fiona Hodges
- Christopher Wheeler
- Hilary Clare Evans
- JOHN WILLIAM EWART LIGGINS
- Marcus Boyd Willett
- Roger Wilson
- Simon Roy Littlewood
- Sunney Sharma
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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 ELMLEY FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| JOHN ELLERMAN FOUNDATION | FY2022 | £150k | Towards core salary costs, including Managing Director and Artistic Director posts. |
| THE LINBURY TRUST | FY2023 | £50k | To 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. |
| THE LINBURY TRUST | FY2022 | £50k | To expand the programme of activity for sufferers of dementia. Final payment of a £100,000 grant. |
| JOHN MARTIN'S CHARITY | FY2025 | £43k | Relief in need |
| JOHN MARTIN'S CHARITY | FY2024 | £43k | Relief in need |
| STRATFORD-UPON-AVON TOWN TRUST | FY2022 | £21k | Cafe Muse |
| THE ADRIAN SWIRE CHARITABLE TRUST | FY2022 | Unverified read£20k | |
| STRATFORD-UPON-AVON TOWN TRUST | FY2021 | £18k | Cafe Muse |
| THE ELMLEY FOUNDATION | FY2025 | £15k | |
| THE ELMLEY FOUNDATION | FY2024 | £15k | |
| Army Benevolent Fund | FY2023 | £10k | Wellbeing |
| THE OLDHURST TRUST | FY2021 | £10k | |
| THE ELMLEY FOUNDATION | FY2022 | £10k | |
| THE ULVERSCROFT FOUNDATION | FY2023 | £10k | |
| Army Benevolent Fund | FY2024 | £10k | Wellbeing |
| STRATFORD-UPON-AVON TOWN TRUST | FY2023 | £10k | Café Muse |
| THE ALAN EDWARD HIGGS CHARITY | FY2022 | £5k | To work with visually impaired young people at the Priestley Smith School leading to a musical performance |
| THE SHELDON TRUST | FY2024 | £5k | Special Needs Groups |
| Army Benevolent Fund | FY2026 | £5k | Wellbeing |
| THE SAINTBURY TRUST | FY2025 | £5k | Advancement of Arts, Culture, Heritage or Science |
| THE KING HENRY VIII ENDOWED TRUST, WARWICK | FY2025 | £5k | Town Share Grant |
| DR RADCLIFFE'S TRUST | FY2022 | £5k | A Sound Education: Music & the Visually Impaired |
| THE SAINTBURY TRUST | FY2024 | £5k | Advancement of Arts, Culture, Heritage or Science |
| JOHN MARTIN'S CHARITY | FY2023 | £5k | Promotion of education |
| THE ALAN EDWARD HIGGS CHARITY | FY2021 | £5k | To work with visually impaired young people at the Priestley Smith School leading to a musical performance |
| MISSES BARRIE CHARITABLE TRUST | FY2026 | £3k | |
| GEORGE FENTHAM BIRMINGHAM CHARITY | FY2024 | £3k | |
| THE SAINTBURY TRUST | FY2023 | £3k | The Advancement of Arts, Culture, Heritage or Science |
| THE DAVID FAMILY FOUNDATION | FY2023 | £3k | |
| THE ALAN EDWARD HIGGS CHARITY | FY2023 | £3k | To work with visually impaired young people at the Priestley Smith School leading to a musical performance |
| THE EDWARD CADBURY CHARITABLE TRUST | FY2024 | £3k | Arts and Culture |
| LORD BARNBY'S FOUNDATION | FY2025 | £3k | |
| THE MICHAEL MARSH CHARITABLE TRUST | FY2025 | £3k | |
| JOHN MARTIN'S CHARITY | FY2026 | £3k | Relief in need |
| THE NORTON FOUNDATION | FY2022 | £3k | Social activity |
| THE MICHAEL MARSH CHARITABLE TRUST | FY2026 | £3k | Education / Training |
| WARWICK PROVIDENT DISPENSARY | FY2025 | £3k | |
| THE EDWARD AND DOROTHY CADBURY TRUST | FY2024 | £2k | Arts and Culture |
| LORD BARNBY'S FOUNDATION | FY2024 | £2k | |
| THE ADRIAN SWIRE CHARITABLE TRUST | FY2021 | £2k | |
| THE ELMLEY FOUNDATION | FY2023 | £2k | |
| THE OLDHURST TRUST | FY2023 | £2k | |
| THE W E DUNN TRUST | FY2023 | £1k | |
| THE W E DUNN TRUST | FY2022 | £1k | Arts, culture and buildings |
| THE CPF TRUST | FY2022 | £1k | |
| DUMBRECK CHARITY | FY2022 | £1k | Culture and the Arts |
| DUMBRECK CHARITY | FY2023 | £1k | Culture and the Arts |
| THE CPF TRUST | FY2023 | £1k | |
| DUMBRECK CHARITY | FY2024 | £1k | Culture and the Arts |
| MISSES BARRIE CHARITABLE TRUST | FY2025 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 08/07/2020 | £16k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 28/11/2013 | £50k | Anthony and Cleopatra - the musical!! |
| The National Lottery Community Fund | 15/06/2006 | £5k | Music Workshops |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SWIRE 2765 | 1 | £70k |
| THE NATIONAL FOUNDATION FOR YOUTH MUSIC | 1 | £60k |
| THE ROWSE FAMILY TRUST | 1 | £55k |
| THE SCOPS ARTS TRUST | 1 | £40k |
| THE RETA LILA HOWARD FOUNDATION | 1 | £40k |
| THE CLORE DUFFIELD FOUNDATION | 1 | £25k |
| THE REED FOUNDATION | 1 | £21k |
| THE HEADLEY TRUST | 1 | £20k |
Charities like this
- THE ORCHESTRA OF THE CITY
- WINCHESTER SYMPHONY ORCHESTRA
- ORCHESTRAS FOR ALL
- THE SWAN SONG PROJECT
- SAFFRON WALDEN ORCHESTRAL SOCIETY
- SOMERSET CHAMBER CHOIR
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ORCHESTRA OF THE SWAN | £672k | — | 0 | below | — | no doubt |
| THE ORCHESTRA OF THE CITY | £28k | — | 0 | unclear | — | no doubt |
| WINCHESTER SYMPHONY ORCHESTRA | £28k | — | 0 | unclear | — | no doubt |
| ORCHESTRAS FOR ALL | £853k | £60,000 - £69,999 | 1 | above | — | no doubt |
| THE SWAN SONG PROJECT | £32k | — | — | within | — | no doubt |
| SAFFRON WALDEN ORCHESTRAL SOCIETY | £48k | — | 0 | above | — | no doubt |