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

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

Latest income
£1.9m
Latest spending
£1.7m
Registered
1988
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that unrestricted reserves stood at £1,099,354 against a policy of not retaining reserves due to low overheads and the ability to transfer from the endowment fund. The charity reported a net asset position of £37,741,711, with sufficient cash and investment income to meet committed donations and continue supporting chosen causes. The trustees and auditors confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
“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 FY2023 accounts as filed with the Charity Commission.

Accounts audited by Dixon Wilson Audit Services LLP.

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
0

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

Trustees

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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?

The accounts state that unrestricted reserves stood at £1,099,354 against a policy of not retaining reserves due to low overheads and the ability to transfer from the endowment fund. The charity reported a net asset position of £37,741,711, with sufficient cash and investment income to meet committed donations and continue supporting chosen causes. The trustees and auditors confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2023 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.

FunderSimilar charities fundedAmount to them
BACK ON THE MAP LIMITED1£52k
UNSEEN (UK)1£7k

Charities like this

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