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.

Objects

SUCH CHARITABLE OBJECTS AS THE SETTLOR SHALL IN WRITING DIRECT OR IN DEFAULT OF DIRECTION AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE

Area of benefit: NOT DEFINED

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 · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Westminster, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £1,480,417, which the trustees consider below their policy target of not retaining reserves due to low overheads. The charity reported a net income of £349,091 for the year, supported by investment income of £1,968,688, and confirmed there are no material uncertainties regarding its ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Dixon Wilson Audit Services LLP. Discloses 3 of 6 completeness components.

Year-over-year changes

• Reserves position vs the charity's own policy moved from "above" (FY2024) to "below" (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

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.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.7 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 (5.3%) (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

Common questions

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.

Charities like this

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

• SWIRE 2765 income £9.5m
• THE SWIRE CHARITABLE TRUST income £10.3m
• JOHN SWIRE 1989 CHARITABLE TRUST income £3.3m
• THE BLAIR TRUST FUND income £187k
• THE ANDRE CHRISTIAN TRUST income £65k
• THE SANDY DEWHIRST CHARITABLE TRUST income £47k

Side by side with its peers

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