THE SWANN FOUNDATION LIMITED

Registered charity 1210960 · accounts filings on the Charity Commission register

The making of grants to individuals, charities or other organisations for the public benefit. There is an emphasis towards preventing and relieving poverty, helping those in need through age, disability, ill health, financial hardship and disadvantage, and promoting social inclusion.

Objects

TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) BY PROVIDING GRANTS TO INDIVIDUALS, CHARITIES OR OTHER ORGANISATIONS FOR THE PUBLIC BENEFIT AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN PARTICULAR BUT NOT LIMITED TO:- PREVENTING AND RELIEVING POVERTY AMONG PEOPLE TO PROVIDE THEM WITH AN OPPORTUNITY TO ACHIEVE THEIR ASPIRATIONS AND PARTICIPATE IN ACTIVITIES THAT THEY COULD OTHERWISE NOT AFFORD; - RELIEVING THOSE IN NEED BECAUSE OF YOUTH, AGE, ILL-HEALTH (WHETHER MENTAL OR PHYSICAL), DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE; AND - PROMOTING SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED BY PROVIDING THEM WITH AN OPPORTUNITY TO ACQUIRE STABILITY AND A SETTLED WAY OF LIFE, RELIEVING THEIR NEEDS, AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE, ?SOCIALLY EXCLUDED? MEANS THOSE PEOPLE WHO ARE EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT, FINANCIAL HARDSHIP, POOR EDUCATIONAL OR SKILLS ATTAINMENT, SUBSTANCE ABUSE OR DEPENDENCY, AND RELATIONSHIP OR FAMILY BREAKDOWN.

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 · Disability · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity holds £3,018,188 in free unrestricted reserves, which the trustees consider acceptable against a policy target of three months' running costs. The accounts state that the charity is prepared on a going concern basis with no material uncertainties identified. The charity's total income was £5,599,416, primarily from donations, with total charitable expenditure of £308,590.

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

What the accounts disclose

Accounts audited by Thompson Jenner LLP. Discloses 3 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds 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.

Structured financials (annual return, FY ending 31/10/2025)

Reported reserves equal ~208.3 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (99% 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: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• Julie Ann Swannchair
• Anthony Swarbrick

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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 SWAN WOMEN'S CENTRE.

• SWAN WOMEN'S CENTRE income £286k
• THE SWAN SANCTUARY income £292k
• WYNN FOUNDATION LIMITED income £28k
• SWAN ADVOCACY NETWORK income £3.2m
• THE RANDAL CHARITABLE FOUNDATION income £3.3m
• THE ORCHESTRA OF THE SWAN income £672k

Side by side with its peers

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