Finance Score: -2

Governance Score: -1

Support Score: 0

Deficit latest year: -2

Mainly male board: -1

No supporters identified

Overall GiG Score: -3

THE SWIRE CHARITABLE TRUST

Providing grants and donations to other charities in the United Kingdom and elsewhere.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board is predominantly male

Financial issues to consider:

Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs
31/12/22		£4,298	£4,980	£-683	£0	£7,294	£394	0.9
31/12/21		£3,526	£4,119	£-592	£0	£9,011	£298	0.9
31/12/20		£5,085	£4,257	£828	£0	£9,251	£891	2.5
31/12/19		£3,976	£4,019	£-43	£0	£8,806	£63	0.2
31/12/18		£3,863	£3,778	£85	£0	£8,773	£106	0.3
31/12/17		£2,742	£3,961	£-1,219	£0	£9,832	£21	0.1
31/12/16		£2,759	£4,031	£-1,271	£0	£10,444	£-9	-0
31/12/15		£2,235	£3,853	£-1,618	£80	£11,167	£45	0.1
31/12/14		£1,451	£1,564	£-113	£17	£80	£80	0.6
31/12/13		£1,100	£876	£224	£8	£193	£193	2.6
31/12/12		£750	£755	£-5	£8	£-31	£-31	-0.5
31/12/11	*	£600	£663	£-63	£6	£-26	£-26	-0.5
31/12/10		£550	£571	£-21	£6	£36	£36	0.8
31/12/09		£526	£499	£27	£6	£57	£57	1.4
31/12/08		£504	£541	£-37	£2	£30	£30	0.7
31/12/07		£479	£471	£8	£0	£0	£0	n/a
31/12/06		£452	£386	£66	£0	£0	£0	n/a
31/12/05		£402	£414	£-12	£0	£0	£0	n/a
31/12/04		£531	£453	£78	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 5%
Reserves/Spending: 0.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.8

Asset Split ?

Established: 48 years

www.swirecharitabletrust.org.uk

info@scts.org.uk

02078347717

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

MARTHA ALLFREY Appointed: 2018

RUPERT HOGG Appointed: 2021

MR B. SWIRE, Other trusteeships: JOHN SWIRE 1989 CHARITABLE TRUST, SIR JOHN SWIRE'S ST NICHOLAS SCHOOL AND EDUCATIONAL CHARITABLE TRUST, SWIRE 2765,

MR J. S. SWIRE, Other trusteeships: JOHN SWIRE 1989 CHARITABLE TRUST, SIR JOHN SWIRE'S ST NICHOLAS SCHOOL AND EDUCATIONAL CHARITABLE TRUST, SWIRE 2765,

SAMUEL COMPTON SWIRE (Chair) Appointed: 2015, Other trusteeships: THE ADRIAN SWIRE CHARITABLE TRUST, THE MISSION TO SEAFARERS, SWIRE CHINESE LANGUAGE FOUNDATION, THE SCS TRUST,

Legal constitution

Charity registered in England & Wales on 02/02/1976, number: 270726

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR11: 8 days late,

Main office

The Swire Charitable Trust
Swire House
59 Buckingham Gate
London
SW1E 6AJ

Objectives

TO SUCH CHARITIES OR SUCH EXCLUSIVELY CHARITABLE PURPOSES AND IN SUCH PROPORTIONS IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources