SWINNERTON TRUST LIMITED

Registered charity 1152372 · accounts filings on the Charity Commission register · also known as SWINNERTON TRUST

The provision and maintenance of residential accommodation for elderly persons

Objects

THE PROVISION AND MAINTENANCE OF RESIDENTIAL ACCOMMODATION AND CARE FOR THE ELDERLY

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

Causes: Other Charitable Purposes · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves amounted to £1,826,812 at the end of the year, with a net income surplus of £83,744 for the period. The Trustees maintain a policy to hold sufficient free reserves to cover large unforeseen costs and ensure efficient operation. While the charity acknowledges pressure from increasing statutory wage rates, it reports adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

• 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
• Investing charity funds policy and procedures
• Investment
• Paying staff
• 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

Corporate structure

• Registered company of the charity Companies House 08462149

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• HEXTALL, Paul Jonathan — director, appointed 26/02/2025on trustee list
• WARD, Kay Louise — director, appointed 29/11/2023on trustee list
• TRACY, Peter Jonathan Ernest — director, appointed 26/07/2023on trustee list
• DAVIS, Susan Mary — director, appointed 28/09/2022on trustee list
• ERSKINE, Robert — director, appointed 28/09/2022on trustee list
• WHITEMAN, Paul — director, appointed 26/03/2013not on trustee list

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: Swinnerton Trust Limited — Registered, 1 registered location, 1 regulated activity, last inspected 21/02/2023.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~9.4 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (94% 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: 2.2% of total income — below the median for charities its size (4.9%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• Manor Court Home: Good (22/03/2023) · CQC record

Register events

• Received assets from another charity (15/12/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Kay Louise Ward
• Mr P Whiteman
• Paul Jonathan Hextall
• Peter Jonathan Ernest Tracy
• Robert Erskine · trustee of 1 other charity
• SUSAN MARY DAVIS · trustee of 1 other charity

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

Operates in: Warwickshire

Income and spending

Common questions