THE ADRIAN SWIRE CHARITABLE TRUST

Registered charity 800493 · accounts filings on the Charity Commission register · also known as ADRIAN SWIRE CHARITABLE TRUST, ADRIAN SWIRE NO 2 CHARITABLE TRUST, THE SAMMERMAR TRUST

Providing donations and grants for charitable purposes in the United Kingdom and elsewhere.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£1.9m

Latest spending

£1.7m

Registered

1988

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £1,299,152 against a stated policy of not retaining reserves, as overheads are low and deficits can be covered by the endowment fund. The trustees consider the financial position satisfactory, citing sufficient cash and investment income to meet committed donations. The independent auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: not to retain reserves (held: £1.3m)

“It is the Trustees’ policy not to retain reserves as the charity’s overheads are low and any deficit on the Unrestricted Fund can be removed by transfers from the endowment fund at the discretion of the Trustees.” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Dixon Wilson Audit Services LLP. Discloses 4 of 6 completeness components.

Year-over-year changes

Reserves position vs the charity's own policy moved from "below" (FY2023) to "above" (FY2024).

Comparing this charity’s FY2023 and FY2024 accounts as analysed by this site.

Structured financials (annual return, FY ending 31/12/2024)

Total income

£1.9m

Total spending

£1.7m

Cost of raising funds

£18k

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 1.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

SAMUEL COMPTON SWIREchair · trustee of 3 other charities
Camilla Soames · trustee of 1 other charity
James Kidner
MARTHA VIRGINIA ALLFREY
MERLIN BINGHAM SWIRE
THE LADY JUDITH SWIRE

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
31/12/2024	£1.9m	£1.7m
31/12/2023	£1.7m	£1.5m
31/12/2022	£1.4m	£1.3m
31/12/2021	£1.8m	£1.6m
31/12/2020	£1.4m	£1.3m

Common questions

Is THE ADRIAN SWIRE CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted reserves of £1,299,152 against a stated policy of not retaining reserves, as overheads are low and deficits can be covered by the endowment fund. The trustees consider the financial position satisfactory, citing sufficient cash and investment income to meet committed donations. The independent auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2024 accounts were audited by Dixon Wilson Audit Services LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
BACK ON THE MAP LIMITED	1	£52k
THE HAPPY BABY COMMUNITY	1	£28k
NORTHUMBERLAND NATIONAL PARK FOUNDATION	1	£10k
UNSEEN (UK)	1	£7k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SWIRE 2765.

SWIRE 2765 income £2.2m
THE SWIRE CHARITABLE TRUST income £7.3m
JOHN SWIRE 1989 CHARITABLE TRUST income £3.3m
BRIAN WILSON CHARITABLE TRUST income £126k
THE SCS TRUST income £166k
THE ADINT CHARITABLE TRUST income £212k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE ADRIAN SWIRE CHARITABLE TRUST	£1.9m	—	above	—	no doubt
SWIRE 2765 FY2024	£2.2m	—	above	—	no doubt
THE SWIRE CHARITABLE TRUST FY2024	£7.3m	—	unclear	—	no doubt
JOHN SWIRE 1989 CHARITABLE TRUST FY2024	£3.3m	—	unclear	—	no doubt
BRIAN WILSON CHARITABLE TRUST FY2025	£126k	—	above	—	no doubt
THE SCS TRUST FY2024	£166k	—	within	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.