Finance Score: -3

Governance Score: 2

Support Score: 0

Volatile income: -3

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE ADRIAN SWIRE CHARITABLE TRUST

Providing donations and grants for charitable purposes in the United Kingdom and elsewhere.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy

Financial issues to consider:

Income has been volatile recently

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		£1,363	£1,336	£27	£0	£35,884	£890	8
31/12/21		£1,765	£1,635	£130	£0	£47,353	£846	6.2
31/12/20		£1,422	£1,333	£89	£0	£24,078	£697	6.3
31/12/19		£1,691	£1,699	£-8	£0	£34,004	£599	4.2
31/12/18		£1,828	£1,210	£618	£0	£36,215	£35,581	352.9
31/12/17		£1,122	£1,108	£14	£0	£34,370	£33,718	365
31/12/16		£1,329	£882	£447	£0	£27,497	£639	8.7
31/12/15		£1,536	£770	£766	£45	£27,335	£504	7.9
31/12/14		£1,169	£1,035	£134	£20	£25,304	£364	4.2
31/12/13		£773	£555	£219	£12	£22,375	£542	11.7
31/12/12		£970	£1,017	£-47	£14	£18,027	£324	3.8
31/12/11	*	£781	£526	£255	£9	£19,002	£371	8.5
31/12/10		£703	£444	£259	£9	£15,605	£116	3.1
31/12/09	*	£5,207	£245	£4,962	£9	£10,921	£0	n/a
31/12/08		£264	£253	£11	£0	£0	£0	n/a
31/12/07		£244	£259	£-15	£0	£0	£0	n/a
31/12/06		£1,025	£230	£796	£0	£0	£0	n/a
31/12/05		£1,333	£178	£1,154	£0	£0	£0	n/a
31/12/04		£132	£139	£-7	£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: 0%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 11.6

Asset Split ?

Established: 35 years

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

Throughout England,

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

JAMES KIDNER Appointed: 2019

MARTHA VIRGINIA ALLFREY

MERLIN BINGHAM SWIRE

THE LADY JUDITH SWIRE

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

Legal constitution

Charity registered in England & Wales on 30/11/1988, number: 800493

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management

Filing Record

19 returns made; AR11: 8 days late, AR09: 2 days late,

Main office

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

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources