JOHN SWIRE 1989 CHARITABLE 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.
Financial health, per its FY2025 accounts
The accounts state that the charity's unrestricted reserves were £517,447, which is below the previous year's balance of £710,171. The trustees' report indicates that the financial position is satisfactory, with sufficient cash and investment income to meet committed donations. The charity's reserves policy is not to retain reserves, as overheads are low and deficits can be met from the expendable endowment fund.
What the accounts disclose
“At the balance sheet date, the balance on the unrestricted reserves was £517,447 (2024 — £710,171).” — page 5
“During the year John Swire & Sons Limited, a company in which the trustees have a participating interest, paid expenses on the charity's behalf totalling £98,820 (2024 - £96,378) and was repaid funds to the value of £96,378 (2024 - £91,082). At the balance sheet date, the amount due to John Swire & Sons Limited was £98,820 (2024 - £96,378).” — page 22
“At the balance sheet date, the amount due to the JAS 1995 Property Trust — Fund B, a trust in which J S Swire and B N Swire are trustees, was £5,218 (2024 - fnil).” — page 22
“During the year John Swire & Sons Limited, a company in which the trustees have a participating interest, paid expenses on the charity's behalf totalling £98,820 (2024 - £96,378) and was repaid funds to the value of £96,378 (2024 - £91,082). At the balance sheet date, the amount due to John Swire & Sons Limited was £98,820 (2024 - £96,378).” — page 22
“At the balance sheet date, the amount due to the JAS 1995 Property Trust — Fund B, a trust in which J S Swire and B N Swire are trustees, was £5,218 (2024 - fnil).” — page 22
“During the year John Swire & Sons Limited, a company in which the trustees have a participating interest, paid expenses on the charity's behalf totalling £98,820 (2024 - £96,378) and was repaid funds to the value of £96,378 (2024 - £91,082). At the balance sheet date, the amount due to John Swire & Sons Limited was £98,820 (2024 - £96,378).” — page 22
“At the balance sheet date, the amount due to the JAS 1995 Property Trust — Fund B, a trust in which J S Swire and B N Swire are trustees, was £5,218 (2024 - fnil).” — page 22
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- 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)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/12/2025)
Trustees
- MR B. SWIREchair
- James Edward Hughes-Hallett
- MR J. S. SWIRE
- William Leigh-Pemberton
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £3.3m | £3.6m |
| 31/12/2024 | £3.3m | £3.4m |
| 31/12/2023 | £3.3m | £3.2m |
| 31/12/2022 | £2.5m | £2.9m |
| 31/12/2021 | £2.9m | £2.4m |
Common questions
Is JOHN SWIRE 1989 CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's unrestricted reserves were £517,447, which is below the previous year's balance of £710,171. The trustees' report indicates that the financial position is satisfactory, with sufficient cash and investment income to meet committed donations. The charity's reserves policy is not to retain reserves, as overheads are low and deficits can be met from the expendable endowment fund. Its FY2025 accounts were audited by Dixon Wilson Audit Services LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BACK ON THE MAP LIMITED | 1 | £52k |
| THE HAPPY BABY COMMUNITY | 1 | £28k |
| CLASSICS FOR ALL | 1 | £13k |
| NORTHUMBERLAND NATIONAL PARK FOUNDATION | 1 | £10k |
| UNSEEN (UK) | 1 | £7k |
Charities like this
- PAYNE GALLWEY 1989 CHARITABLE TRUST
- THE M J SAMUEL CHARITABLE TRUST
- THE SWIRE CHARITABLE TRUST
- SCJM CHARITABLE TRUST
- J E POSNANSKY CHARITABLE TRUST
- G F EYRE CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| JOHN SWIRE 1989 CHARITABLE TRUST | £3.3m | — | — | below | — | no doubt |
| PAYNE GALLWEY 1989 CHARITABLE TRUST | £195k | — | 0 | above | — | no doubt |
| THE M J SAMUEL CHARITABLE TRUST | £228k | — | 0 | above | — | no doubt |
| THE SWIRE CHARITABLE TRUST | £10.3m | — | — | below | — | no doubt |
| SCJM CHARITABLE TRUST | £54k | — | 0 | below | — | noted |
| J E POSNANSKY CHARITABLE TRUST | £133k | — | 0 | unclear | — | no doubt |