THE SWANN-MORTON FOUNDATION
Latest income
£100k
Latest spending
£99k
Registered
1976
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the charity maintained unrestricted reserves of £106,308, which is above its stated policy target of approximately twelve months of unrestricted expenditure. The filing notes that the charity relies on Gift Aid donations from a related party for its income and has no employees, resulting in a net surplus for the year.
What the accounts disclose
Reserves policy: approximately twelve months unrestricted expenditure (held: £106k)
“It is the policy of the Charity to maintain unrestricted funds, which are the free reserves of the Charity, at a level which equates to approximately twelve months unrestricted expenditure.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
- GEORGE RODGERS
- JUDITH GILMOUR
- MICHAEL HIRST
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £100k | £99k |
| 30/06/2024 | £86k | £97k |
| 30/06/2023 | £93k | £86k |
| 30/06/2022 | £85k | £75k |
| 30/06/2021 | £80k | £81k |
Common questions
Is THE SWANN-MORTON FOUNDATION financially healthy?
The accounts state that the charity maintained unrestricted reserves of £106,308, which is above its stated policy target of approximately twelve months of unrestricted expenditure. The filing notes that the charity relies on Gift Aid donations from a related party for its income and has no employees, resulting in a net surplus for the year. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE SIR BERNARD & LADY SCHREIER FOUNDATION | 1 | £4k |
| SUICIDE & CO | 1 | £3k |
| THE CHRISTOPHER AND HENRY OLDFIELD TRUST | 1 | £0 |