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JOHN SWIRE 1989 CHARITABLE TRUST

Registered charity 802142 · accounts filings on the Charity Commission register

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
£3.3m
Latest spending
£3.4m
Registered
1989
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £710,171, which is below the charity's stated policy target of retaining no reserves. The charity reported a net movement in funds of £11,905,201, driven by significant investment gains, and the auditors confirmed there are no material uncertainties regarding its ability to continue as a going concern.

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: £710k)
“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 met from transfers from the endowment fund at the discretion of the Trustees.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.

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

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

Total income
£3.3m
Total spending
£3.4m
Cost of raising funds
£99k
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).

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: 3.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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
31/12/2020£16.1m£1.6m

Common questions

Is JOHN SWIRE 1989 CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £710,171, which is below the charity's stated policy target of retaining no reserves. The charity reported a net movement in funds of £11,905,201, driven by significant investment gains, and the auditors confirmed there are no material uncertainties regarding its ability to continue as a going concern. 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.

FunderSimilar charities fundedAmount to them
BACK ON THE MAP LIMITED1£52k
THE HAPPY BABY COMMUNITY1£28k
NORTHUMBERLAND NATIONAL PARK FOUNDATION1£10k
UNSEEN (UK)1£7k
THE HDH WILLS 1965 CHARITABLE TRUST1£3k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
JOHN SWIRE 1989 CHARITABLE TRUST£3.3m—0unclear—no doubt
THE SWIRE CHARITABLE TRUST FY2024£7.3m—0unclear—no doubt
SWIRE 2765 FY2024£2.2m—0above—no doubt
THE ADRIAN SWIRE CHARITABLE TRUST FY2024£1.9m—0above—no doubt
SWIRE CHINESE LANGUAGE FOUNDATION FY2025£246k—0unclear—no doubt
SWAZILAND CHARITABLE TRUST FY2025£137k—0above—no doubt

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