01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 26 February 1963
- Removed
- Not supplied
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £1,801,437
- Latest expenditure
- £920,687
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: OLD SWINFORD HOSPITAL, HEATH LANE, STOURBRIDGE, DY8 1QX
02 Activities
What the charity does
The Foundation and its endowments are administered to the benefit of the School of the Foundation, also known as Old Swinford Hospital, a Voluntary Aided boarding and day school.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 19 October 2026
- Date Accounts Received
- 19 October 2026
- Total Gross Income
- £1,801,437
- Total Gross Expenditure
- £920,687
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 21 October 2025
- Date Accounts Received
- 21 October 2025
- Total Gross Income
- £1,669,800
- Total Gross Expenditure
- £779,807
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 10 October 2024
- Date Accounts Received
- 10 October 2024
- Total Gross Income
- £1,629,184
- Total Gross Expenditure
- £802,579
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 17 October 2023
- Date Accounts Received
- 17 October 2023
- Total Gross Income
- £1,415,385
- Total Gross Expenditure
- £811,085
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 3 November 2022
- Date Accounts Received
- 3 November 2022
- Total Gross Income
- £1,279,247
- Total Gross Expenditure
- £1,093,100
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 19 October 2026
- Total Gross Income
- £1,801,437
- Total Gross Expenditure
- £920,687
- Grant Making Is Main Activity
- Yes
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 21 October 2025
- Total Gross Income
- £1,669,800
- Total Gross Expenditure
- £779,807
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 10 October 2024
- Total Gross Income
- £1,629,184
- Total Gross Expenditure
- £802,579
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 17 October 2023
- Total Gross Income
- £1,415,385
- Total Gross Expenditure
- £811,085
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 3 November 2022
- Total Gross Income
- £1,279,247
- Total Gross Expenditure
- £1,093,100
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 19 October 2026
- Income Donations And Legacies
- 131918
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 27500
- Income Investments
- 1589519
- Income Other
- 52500
- Income Total Income And Endowments
- 1801437
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £208,735
- Expenditure Charitable Expenditure
- £688,808
- Expenditure Other
- 23144
- Expenditure Total
- 920687
- Expenditure Investment Management
- 208735
- Expenditure Grants Institution
- 114182
- Expenditure Governance
- 12765
- Expenditure Support Costs
- 51898
- Expenditure Depreciation
- 43553
- Gain Loss Investment
- 482207
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 482207
- Gain Loss Other
- 0
- Reserves
- £2,859,149
- Assets Total Fixed
- 20131697
- Assets Own Use
- 1650660
- Assets Long Term Investment
- 18481037
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,009,798
- Assets Total Liabilities
- £527,157
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,614,338
- Creditors One Year Total Current
- 128247
- Creditors Falling Due After One Year
- 398910
- Assets Cash
- £1,982,435
- Funds Endowment
- 15227913
- Funds Unrestricted
- 6009399
- Funds Restricted
- 377026
- Funds Total
- 21614338
- Count Employees
- 1
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 21 October 2025
- Income Donations And Legacies
- 88904
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 27500
- Income Investments
- 1502746
- Income Other
- 50650
- Income Total Income And Endowments
- 1669800
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £242,785
- Expenditure Charitable Expenditure
- £515,770
- Expenditure Other
- 21252
- Expenditure Total
- 779807
- Expenditure Investment Management
- 242785
- Expenditure Grants Institution
- 150546
- Expenditure Governance
- 11236
- Expenditure Support Costs
- 50084
- Expenditure Depreciation
- 43553
- Gain Loss Investment
- 198307
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,381,657
- Assets Total Fixed
- 19645768
- Assets Own Use
- 1693945
- Assets Long Term Investment
- 17951823
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,192,677
- Assets Total Liabilities
- £587,064
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £20,251,381
- Creditors One Year Total Current
- 145160
- Creditors Falling Due After One Year
- 441904
- Assets Cash
- £1,103,675
- Funds Endowment
- 14848583
- Funds Unrestricted
- 5130043
- Funds Restricted
- 272755
- Funds Total
- 20251381
- Count Employees
- 1
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 10 October 2024
- Income Donations And Legacies
- 136723
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 27500
- Income Investments
- 1414461
- Income Other
- 50500
- Income Total Income And Endowments
- 1629184
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £279,348
- Expenditure Charitable Expenditure
- £502,750
- Expenditure Other
- 20481
- Expenditure Total
- 802579
- Expenditure Investment Management
- 279348
- Expenditure Grants Institution
- 161369
- Expenditure Governance
- 1233
- Expenditure Support Costs
- 46240
- Expenditure Depreciation
- 43553
- Gain Loss Investment
- 772251
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,473,243
- Assets Total Fixed
- 19466714
- Assets Own Use
- 1737230
- Assets Long Term Investment
- 17729484
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,319,406
- Assets Total Liabilities
- £1,623,039
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,163,081
- Creditors One Year Total Current
- 269437
- Creditors Falling Due After One Year
- 1353602
- Assets Cash
- £1,181,652
- Funds Endowment
- 14710656
- Funds Unrestricted
- 4203275
- Funds Restricted
- 249150
- Funds Total
- 19163081
- Count Employees
- 1
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 17 October 2023
- Income Donations And Legacies
- 91393
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 27500
- Income Investments
- 1245992
- Income Other
- 50500
- Income Total Income And Endowments
- 1415385
- Income Legacies
- 6102
- Income Endowments
- 0
- Expenditure Raising Funds
- £257,190
- Expenditure Charitable Expenditure
- £536,348
- Expenditure Other
- 17547
- Expenditure Total
- 811085
- Expenditure Investment Management
- 257190
- Expenditure Grants Institution
- 123676
- Expenditure Governance
- 9163
- Expenditure Support Costs
- 41921
- Expenditure Depreciation
- 43553
- Gain Loss Investment
- -103344
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,847,464
- Assets Total Fixed
- 18770851
- Assets Own Use
- 1780515
- Assets Long Term Investment
- 16990336
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,579,007
- Assets Total Liabilities
- £2,785,633
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,564,225
- Creditors One Year Total Current
- 435068
- Creditors Falling Due After One Year
- 2350565
- Assets Cash
- £1,451,630
- Funds Endowment
- 13988290
- Funds Unrestricted
- 3336696
- Funds Restricted
- 239239
- Funds Total
- 17564225
- Count Employees
- 1
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 3 November 2022
- Income Donations And Legacies
- 56811
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 27500
- Income Investments
- 1144436
- Income Other
- 50500
- Income Total Income And Endowments
- 1279247
- Income Legacies
- 10000
- Income Endowments
- 0
- Expenditure Raising Funds
- £320,311
- Expenditure Charitable Expenditure
- £754,131
- Expenditure Other
- 18658
- Expenditure Total
- 1093100
- Expenditure Investment Management
- 320311
- Expenditure Grants Institution
- 247378
- Expenditure Governance
- 11156
- Expenditure Support Costs
- 37508
- Expenditure Depreciation
- 43553
- Gain Loss Investment
- 415548
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,418,091
- Assets Total Fixed
- 18808355
- Assets Own Use
- 1823800
- Assets Long Term Investment
- 16984555
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,600,680
- Assets Total Liabilities
- £3,345,766
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,063,269
- Creditors One Year Total Current
- 861631
- Creditors Falling Due After One Year
- 2484135
- Assets Cash
- £754,663
- Funds Endowment
- 13380008
- Funds Unrestricted
- 2693618
- Funds Restricted
- 989643
- Funds Total
- 17063269
- Count Employees
- 1
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Dudley
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
08 Official extract
Charity Event History
- Charity Name
- OLD SWINFORD HOSPITAL
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1963-02-26T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SCHEME OF 16 JUNE 1954 AS AMENDED BY SCHEMES OF 2 JULY 1986,26 OCT 1987, 10 JAN 1989 AND 17 DEC 1997, RESOLUTIONS OF 30 SEPT 1999 AND 13 JUNE 2000, MODIFICATION ORDER OF 5 JAN 2004, SCHEME OF 25 NOV 2004 AND RESOLUTIONS OF 1 DEC 2005 AND 24 SEPT 2009AS AMENDED ON 15 OCT 2015AS AMENDED BY SCHEME DATED 15 JUL 2021 as amended on 10 Sept 2025
- Charitable Objects
- (A) A VOLUNTARY AIDED BOARDING AND DAY SCHOOL WITH RELIGIOUS INSTRUCTION GIVEN THEREIN IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND. (B) THE AWARD OF BOARDING AWARDS AND LEAVING EXHIBITIONS FOR HIGHER EDUCATION AND PRIZE AWARDS. (C) AWARDS FOR ADVANCEMENT IN LIFE. (D) PROVIDING FOR THE SCHOOL SUCH OTHER SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management