THE SWANN-MORTON FOUNDATION
The advancement of education through study and research in the fields of surgery and medicine to individuals, groups, organisations and other charities engaged in the care, support and the relief of suffering of the sick, infirm, injured, handicapped or disabled.
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
“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
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?
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. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| JOHN ELLERMAN FOUNDATION | 1 | £150k |
| THE LINBURY TRUST | 1 | £100k |
| JOHN MARTIN'S CHARITY | 1 | £94k |
| STRATFORD-UPON-AVON TOWN TRUST | 1 | £49k |
| THE ELMLEY FOUNDATION | 1 | £42k |
| Army Benevolent Fund | 1 | £25k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £22k |
| THE SAINTBURY TRUST | 1 | £13k |
Charities like this
- SWANLAND EDUCATION AFRICA TRUST
- MERSEY SCHOOL OF ANAESTHESIA
- THE VICTORIA FOUNDATION
- THE ORCHESTRA OF THE SWAN
- THE FREEMASONS' FUND FOR SURGICAL RESEARCH
- The Mouradian Foundation Limited
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SWANN-MORTON FOUNDATION | £100k | — | 0 | above | — | no doubt |
| SWANLAND EDUCATION AFRICA TRUST | £103k | — | 0 | below | — | no doubt |
| MERSEY SCHOOL OF ANAESTHESIA | £418k | — | 0 | unclear | — | no doubt |
| THE VICTORIA FOUNDATION | £53.1m | — | — | above | — | no doubt |
| THE ORCHESTRA OF THE SWAN | £672k | — | 0 | below | — | no doubt |
| THE FREEMASONS' FUND FOR SURGICAL RESEARCH | £170k | — | 0 | below | — | no doubt |