Finance Score: 0

Governance Score: -5

Support Score: 0

Strong growth: +2
Deficit latest year: -2

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -5

JOHN SWIRE 1989 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
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
There are only 3 trustees
The Board is completely 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		£2,515	£2,889	£-374	£0	£66,773	£552	2.3
31/12/21		£2,901	£2,406	£495	£0	£82,120	£840	4.2
31/12/20		£16,092	£1,565	£14,527	£0	£47,896	£15,300	117.3
31/12/19		£1,830	£1,947	£-117	£0	£43,862	£-93	-0.6
31/12/18		£1,573	£1,588	£-15	£0	£46,604	£24	0.2
31/12/17		£1,492	£1,453	£39	£0	£45,174	£39	0.3
31/12/16		£1,360	£1,445	£-85	£0	£36,702	£0	n/a
31/12/15		£1,260	£1,459	£-199	£44	£37,069	£0	n/a
31/12/14		£3,678	£3,778	£-100	£19	£35,705	£0	n/a
31/12/13		£1,163	£1,623	£-460	£12	£32,267	£0	n/a
31/12/12		£2,287	£1,815	£471	£10	£27,418	£120	0.8
31/12/11	*	£1,324	£652	£672	£8	£27,941	£524	9.6
31/12/10		£1,826	£512	£1,313	£8	£23,754	£105	2.5
31/12/09		£5,436	£497	£4,939	£7	£16,385	£0	n/a
31/12/08		£574	£363	£212	£7	£12,074	£0	n/a
31/12/07		£721	£442	£279	£0	£0	£0	n/a
31/12/06		£911	£365	£545	£0	£0	£0	n/a
31/12/05		£1,667	£224	£1,443	£0	£0	£0	n/a
31/12/04		£287	£404	£-117	£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: 10%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 10.1

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 (3)

Gender Split

WILLIAM LEIGH-PEMBERTON Appointed: 2021

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

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

Legal constitution

Charity registered in England & Wales on 25/09/1989, number: 802142

Gift Aid

NOT 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

John Swire 1989 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