SWIRE 2765
Providing donations and grants for charitable purposes in the United Kingdom and elsewhere.
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.
What the accounts disclose
“Investment income in both years was attributable to the unrestricted income fund.” — page 14
“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
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- BARNABY NICHOLAS SWIRE
- Dr CLARE ISACKE
- JOHN SAMUEL SWIRE
- Kaori Imoto
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BACK ON THE MAP LIMITED | 1 | £52k |
| THE PRIORY FOUNDATION | 1 | £33k |
| THE HAPPY BABY COMMUNITY | 1 | £28k |
| NORTHUMBERLAND NATIONAL PARK FOUNDATION | 1 | £10k |
| UNSEEN (UK) | 1 | £7k |
Charities like this
- JOHN SWIRE 1989 CHARITABLE TRUST
- THE ADRIAN SWIRE CHARITABLE TRUST
- THE SWIRE CHARITABLE TRUST
- Matchroom Charitable Foundation
- THE SINCLAIR CHARITY
- THE SCS TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SWIRE 2765 | £2.2m | — | 0 | above | — | no doubt |
| JOHN SWIRE 1989 CHARITABLE TRUST | £3.3m | — | 0 | unclear | — | no doubt |
| THE ADRIAN SWIRE CHARITABLE TRUST | £1.9m | — | 0 | above | — | no doubt |
| THE SWIRE CHARITABLE TRUST | £7.3m | — | 0 | unclear | — | no doubt |
| Matchroom Charitable Foundation | £1.7m | — | 0 | unclear | — | no doubt |
| THE SINCLAIR CHARITY | £654k | — | 0 | above | — | no doubt |