Charity Accounts Intelreading the accounts so you don’t have to

THE SWINFEN BROUN CHARITABLE TRUST

Registered charity 503515 · accounts filings on the Charity Commission register

The Trust applies the charity funds to help organisations and individuals within the boundaries of the City of Lichfield who qualify for help under the terms of the Trust Deed. For example it assists with the provision or maintenance of public halls, meeting places, playing fields, sports facilities, public gardens and public open spaces.

Causes: General Charitable Purposes · Education/training · Arts/culture/heritage/science · Amateur Sport · Environment/conservation/heritage · Recreation · website · Get email alerts

Latest income
£39k
Latest spending
£39k
Registered
1974
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves totalled £141,035, which is above the stated policy target range of £50,000 to £75,000. The charity reported a net movement in funds of £19,928 and holds unrestricted income funds of £141,035 alongside an endowment fund of £627,284.

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

What the accounts disclose

Reserves policy: three months of unrestricted expenditure (held: £141k)
“The reserves policy is to maintain free reserves within the range £50,000 to £75,000 in order to cover twelve months management and administration costs” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees appointed by Lichfield District Council and former Mayors of Lichfield City Council; grants made to these bodies.
“The Charity has a very close relationship with Lichfield District Council and Lichfield City Council. Six of the Trustees are appointed by the District Councillors and the remaining six Trustees are appointed from among former Mayors of the City of Lichfield. Grants to Lichfield District Council and Lichfield City Council are disclosed in note 2 to the financial statements.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

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

Operates in: Staffordshire

Income and spending

Financial year endIncomeSpending
31/07/2025£39k£39k
31/07/2024£38k£22k
31/07/2023£33k£29k
31/07/2022£27k£39k
31/07/2021£23k£28k

Common questions

Is THE SWINFEN BROUN CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves totalled £141,035, which is above the stated policy target range of £50,000 to £75,000. The charity reported a net movement in funds of £19,928 and holds unrestricted income funds of £141,035 alongside an endowment fund of £627,284. Its FY2025 accounts were independently examined.