THE SWALLOW TRUST

Registered charity 1118122 · accounts filings on the Charity Commission register

The Trustees have focused very much on the preservation of capital and creating maximum value within the Trust, whilst making donations to organisations in line within the original Trust aims.

Objects

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH A MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.3.2 THE TRUSTEES SHALL IN THEIR DISCRETION , FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit: WORLDWIDE

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

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Economic/community Development/employment · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £5,639,890, an increase from the previous year, supported by significant investment gains and a large donation from a trustee. The trustees report adequate resources for the foreseeable future and note that the charity's primary income source is donations from trustees rather than public fundraising.

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

What the accounts disclose

Accounts audited by Hurst Accountants Limited. Discloses 4 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 policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

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

Trustees · trustee networks

• ANTHONY DAVID SWALLOWchair
• CHRIS SWALLOW
• HEIDI SWALLOW PURVIS
• HELGA HILDEGARD GERTRUD SWALLOW
• NICOLA MAPP

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

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

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 MUCKLOW CHARITABLE TRUST LIMITED.

• MUCKLOW CHARITABLE TRUST LIMITED income £1.6m
• THE WILLOW TREE TRUST income £184k
• THE WATERLOO FOUNDATION income £15.5m
• THE ASHWORTH CHARITABLE TRUST income £201k
• SHELDONIA CHARITABLE TRUST income £97k
• SONGDALE LIMITED income £229k

Side by side with its peers

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