SWIRE 2765

Registered charity 1150225 · accounts filings on the Charity Commission register

Providing donations and grants for charitable purposes in the United Kingdom and elsewhere.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£2.2m
Latest spending
£562k
Registered
2012
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £1,713,692, with the trustees concluding that no reserves need to be retained while the power to accumulate income remains available. The financial position is described as satisfactory, with sufficient cash and investment income to meet committed donations. The charity holds significant invested assets valued at £56,472,015, primarily in shares of John Swire & Sons Limited.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investments (100% of income)
“Investment income in both years was attributable to the unrestricted income fund.” — page 14
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: no reserves need to be retained whilst the power to accumulate income remains available (held: £1.7m)
“The Trustees discussed the need for reserves and concluded that no reserves need to be retained whilst the power to accumulate income remains available.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Dixon Wilson Audit Services LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£2.2m
Total spending
£562k
Cost of raising funds
£103k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 4.8% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2024£2.2m£562k
31/12/2023£2.1m£546k
31/12/2022£1.4m£480k
31/12/2021£1.5m£429k
31/12/2020£1.2m£20k

Common questions

Is SWIRE 2765 financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £1,713,692, with the trustees concluding that no reserves need to be retained while the power to accumulate income remains available. The financial position is described as satisfactory, with sufficient cash and investment income to meet committed donations. The charity holds significant invested assets valued at £56,472,015, primarily in shares of John Swire & Sons Limited. Its FY2024 accounts were audited by Dixon Wilson Audit Services LLP.

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 JOHN SWIRE 1989 CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SWIRE 2765£2.2m—0above—no doubt
JOHN SWIRE 1989 CHARITABLE TRUST FY2024£3.3m—0unclear—no doubt
THE ADRIAN SWIRE CHARITABLE TRUST FY2024£1.9m—0above—no doubt
THE SWIRE CHARITABLE TRUST FY2024£7.3m—0unclear—no doubt
Matchroom Charitable Foundation FY2025£1.7m—0unclear—no doubt
THE SINCLAIR CHARITY FY2024£654k—0above—no doubt

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