THE SWAN THEATRE COMPANY
The objectives of the company are to educate the public in the dramatic arts and further the development of public appreciation and taste in the said arts in Yeovil and District.
Objects
(A) TO EDUCATE THE PUBLIC IN THE DRAMATIC ARTS AND TO FURTHER THE DEVELOPMENT OF PUBLIC APPRECIATION AND TASTE IN THE SAID ARTS IN YEOVIL AND DISTRICT IN PARTICULAR AND MAINTAINING A THEATRE TO BE KNOWN AS THE SWAN THEATRE. (B) TO FURTHER SUCH CHARITABLE CAUSES AS THE COMMITTEE SHALL FROM TIME TO TIME DECIDE.
Financial health, per its FY2026 accounts
The accounts state that the charity reported a net movement in funds of £107,929 for the year ended 28 February 2026, resulting in total unrestricted reserves of £245,359. The trustees note that a major renovation undertaken in Autumn 2025 had a major impact on the accounts but was considered a worthwhile investment. The independent examiner confirmed that no matters came to their attention requiring further understanding of the accounts.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds not committed or invested in tangible fixed assets (the ‘free reserves’), at a level, which equates to approximately 6 months unrestricted expenditure.” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Volunteer management
Trustees
- Adrian Nigel Harding
- Andrew Middleton
- Annalise Victoria Carter-Brown
- Carys Michelle Clayton
- Dick Bennett
- Michael Foulerton
- Michael Stanley
- Sally Ann Matthews
- sarah ambrose
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 28/02/2026 | £181k | £73k |
| 28/02/2025 | £92k | £69k |
| 29/02/2024 | £89k | £78k |
| 28/02/2023 | £68k | £60k |
| 28/02/2022 | £74k | £75k |
Common questions
Is THE SWAN THEATRE COMPANY financially healthy?
Per its FY2026 accounts: The accounts state that the charity reported a net movement in funds of £107,929 for the year ended 28 February 2026, resulting in total unrestricted reserves of £245,359. The trustees note that a major renovation undertaken in Autumn 2025 had a major impact on the accounts but was considered a worthwhile investment. The independent examiner confirmed that no matters came to their attention requiring further understanding of the accounts. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 02/09/2004 | £4k | disabled facilties |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MOHN WESTLAKE FOUNDATION | 1 | £2.5m |
| THE COPPING JOYCE FOUNDATION | 1 | £1.1m |
| THE FOYLE FOUNDATION | 1 | £1.1m |
| THE DORFMAN FOUNDATION | 1 | £176k |
| THE TUIXEN FOUNDATION | 1 | £175k |
| THREE MONKIES TRUST | 1 | £150k |
| THE ANDREW LLOYD WEBBER FOUNDATION | 1 | £131k |
| The Portal Trust | 1 | £87k |
Charities like this
- SADLER'S WELLS TRUST LIMITED
- THE MAYFLOWER THEATRE TRUST
- SOUTH LONDON THEATRE CENTRE LIMITED
- SWANSEA LITTLE THEATRE LIMITED
- WILTSHIRE CREATIVE
- CHADS THEATRE COMPANY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SWAN THEATRE COMPANY | £181k | — | 0 | above | — | no doubt |
| SADLER'S WELLS TRUST LIMITED | £43.3m | — | — | unclear | — | no doubt |
| THE MAYFLOWER THEATRE TRUST | £28.8m | £190,001 - £200,000 | — | above | — | no doubt |
| SOUTH LONDON THEATRE CENTRE LIMITED | £183k | — | 0 | below | — | no doubt |
| SWANSEA LITTLE THEATRE LIMITED | £117k | — | 0 | unclear | — | no doubt |
| WILTSHIRE CREATIVE | £5.5m | £110,001 - £120,000 | — | unclear | — | no doubt |