THE SWAN MOUNTAIN TRUST
We make grants of money to organisations actively involved in the support and care of refugees and asylum seekers, with special reference to those with mental health problems and young people.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted funds of £1,840,437, derived primarily from an investment portfolio valued at £1,824,483. The trustees report that they do not consider it necessary to create a reserve to meet unexpected liabilities as the whole of the capital is available. The charity generated a net decrease in funds of £125,064 for the year, largely due to investment losses and grant expenditures exceeding income.
What the accounts disclose
Trustees
- Janet Rosemary Harvie-Clarkchair
- Andrew John Cowan
- DODIE CARTER
- Peter Kilgarriff
- Professor David Simon Cowan
- Tom Barnaby Harvie-Clark
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £60k | £105k |
| 05/04/2024 | £134k | £75k |
| 05/04/2023 | £58k | £65k |
| 05/04/2022 | £61k | £50k |
| 05/04/2021 | £55k | £42k |
Common questions
Is THE SWAN MOUNTAIN TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted funds of £1,840,437, derived primarily from an investment portfolio valued at £1,824,483. The trustees report that they do not consider it necessary to create a reserve to meet unexpected liabilities as the whole of the capital is available. The charity generated a net decrease in funds of £125,064 for the year, largely due to investment losses and grant expenditures exceeding income. Its FY2025 accounts were independently examined.