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.

Objects

THE CAPITAL AND INCOME OF THE TRUST FUND IS TO BE APPLIED FOR SUCH EXCLUSIVELY CHARITABLE INSTITUTIONS OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.PROVIDED THA NO PART OF THE TRUST FUND OR OF THE INCOME THEREOF SHALL BE PAID TO OR APPLIED FOR THE BENEFIT OF AN ECCLESIASTICAL CHARITY OR CHARITY FOR THE RELIEF OF POVERTY. (FOR FURTHER DETAILS SEE CLAUSES 3 AND 4 OF THE DECLARATION OF TRUST).

Area of benefit: NOT DEFINED IN PRACTICE THE CITY OF LICHFIELD

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

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

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Trustee conflicts of interest policy and procedures

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

• Andrew Francis Smith
• Helen Anne Campbell
• Ian Jamie Checkland
• JANET MAY EAGLAND · trustee of 1 other charity
• Janice Anne Greaves
• Jennie Louise Sugden
• Judith Helen Fox
• Mark Andrew Warfield
• Robert Paul Yardley · trustee of 1 other charity
• Shirley Ann DeMarco
• Susan Elizabeth Royal

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

Operates in: Staffordshire

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).