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.

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.

Area of benefit: NOT DEFINED

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

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

Registered contact address: Warwick, West Midlands, England (from the postcode on the register)

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.

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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

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 ELMLEY FOUNDATION.

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 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.
THE LINBURY TRUSTFY2022£50kTo expand the programme of activity for sufferers of dementia. Final payment of a £100,000 grant.
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 TRUSTFY2022Unverified read£20k
STRATFORD-UPON-AVON TOWN TRUSTFY2021£18kCafe Muse
THE ELMLEY FOUNDATIONFY2025£15k
THE ELMLEY FOUNDATIONFY2024£15k
Army Benevolent FundFY2023£10kWellbeing
THE OLDHURST TRUSTFY2021£10k
THE ELMLEY FOUNDATIONFY2022£10k
THE ULVERSCROFT FOUNDATIONFY2023£10k
Army Benevolent FundFY2024£10kWellbeing
STRATFORD-UPON-AVON TOWN TRUSTFY2023£10kCafé Muse
THE ALAN EDWARD HIGGS CHARITYFY2022£5kTo work with visually impaired young people at the Priestley Smith School leading to a musical performance
THE SHELDON TRUSTFY2024£5kSpecial Needs Groups
Army Benevolent FundFY2026£5kWellbeing
THE SAINTBURY TRUSTFY2025£5kAdvancement of Arts, Culture, Heritage or Science
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2025£5kTown Share Grant
DR RADCLIFFE'S TRUSTFY2022£5kA Sound Education: Music & the Visually Impaired
THE SAINTBURY TRUSTFY2024£5kAdvancement of Arts, Culture, Heritage or Science
JOHN MARTIN'S CHARITYFY2023£5kPromotion of education
THE ALAN EDWARD HIGGS CHARITYFY2021£5kTo work with visually impaired young people at the Priestley Smith School leading to a musical performance
MISSES BARRIE CHARITABLE TRUSTFY2026£3k
GEORGE FENTHAM BIRMINGHAM CHARITYFY2024£3k
THE SAINTBURY TRUSTFY2023£3kThe Advancement of Arts, Culture, Heritage or Science
THE DAVID FAMILY FOUNDATIONFY2023£3k
THE ALAN EDWARD HIGGS CHARITYFY2023£3kTo work with visually impaired young people at the Priestley Smith School leading to a musical performance
THE EDWARD CADBURY CHARITABLE TRUSTFY2024£3kArts and Culture
LORD BARNBY'S FOUNDATIONFY2025£3k
THE MICHAEL MARSH CHARITABLE TRUSTFY2025£3k
JOHN MARTIN'S CHARITYFY2026£3kRelief in need
THE NORTON FOUNDATIONFY2022£3kSocial activity
THE MICHAEL MARSH CHARITABLE TRUSTFY2026£3kEducation / Training
WARWICK PROVIDENT DISPENSARYFY2025£3k
THE EDWARD AND DOROTHY CADBURY TRUSTFY2024£2kArts and Culture
LORD BARNBY'S FOUNDATIONFY2024£2k
THE ADRIAN SWIRE CHARITABLE TRUSTFY2021£2k
THE ELMLEY FOUNDATIONFY2023£2k
THE OLDHURST TRUSTFY2023£2k
THE W E DUNN TRUSTFY2023£1k
THE W E DUNN TRUSTFY2022£1kArts, culture and buildings
THE CPF TRUSTFY2022£1k
DUMBRECK CHARITYFY2022£1kCulture and the Arts
DUMBRECK CHARITYFY2023£1kCulture and the Arts
THE CPF TRUSTFY2023£1k
DUMBRECK CHARITYFY2024£1kCulture and the Arts
MISSES BARRIE CHARITABLE TRUSTFY2025£1k

Grants marked “Unverified read” were flagged by automated checks as possibly misread from the funder’s filed accounts. They are listed, but left out of the totals, counts and funder relationships this site computes.

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 Fund28/11/2013£50kAnthony and Cleopatra - the musical!!
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 THE ORCHESTRA OF THE CITY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ORCHESTRA OF THE SWAN£672k—0below—no doubt
THE ORCHESTRA OF THE CITY FY2025£28k—0unclear—no doubt
WINCHESTER SYMPHONY ORCHESTRA FY2025£28k—0unclear—no doubt
ORCHESTRAS FOR ALL FY2025£853k£60,000 - £69,9991above—no doubt
THE SWAN SONG PROJECT FY2026£32k——within—no doubt
SAFFRON WALDEN ORCHESTRAL SOCIETY FY2026£48k—0above—no doubt

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