CCEW Charity Commission profile

JOHN SWIRE 1989 CHARITABLE TRUST

Registered charity 802142 · organisation 802142

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
25 September 1989
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£3,294,328
Latest expenditure
£3,590,864
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: John Swire 1989 Charitable Trust, Swire House, 59 Buckingham Gate, London, SW1E 6AJ

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
30 October 2026
Date Accounts Received
30 October 2026
Total Gross Income
£3,294,328
Total Gross Expenditure
£3,590,864
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
15 October 2025
Date Accounts Received
15 October 2025
Total Gross Income
£3,285,017
Total Gross Expenditure
£3,392,209
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
28 October 2024
Date Accounts Received
28 October 2024
Total Gross Income
£3,268,916
Total Gross Expenditure
£3,191,993
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
23 October 2023
Date Accounts Received
23 October 2023
Total Gross Income
£2,514,937
Total Gross Expenditure
£2,888,939
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
27 October 2022
Date Accounts Received
27 October 2022
Total Gross Income
£2,901,112
Total Gross Expenditure
£2,405,646

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
30 October 2026
Total Gross Income
£3,294,328
Total Gross Expenditure
£3,590,864
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
15 October 2025
Total Gross Income
£3,285,017
Total Gross Expenditure
£3,392,209
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
28 October 2024
Total Gross Income
£3,268,916
Total Gross Expenditure
£3,191,993
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
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
23 October 2023
Total Gross Income
£2,514,937
Total Gross Expenditure
£2,888,939
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
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
27 October 2022
Total Gross Income
£2,901,112
Total Gross Expenditure
£2,405,646
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
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
30 October 2026
Income Donations And Legacies
0
Income Other Trading Activities
573
Income Charitable Activities
0
Income Investments
3293755
Income Other
0
Income Total Income And Endowments
3294328
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£104,858
Expenditure Charitable Expenditure
£3,486,006
Expenditure Other
0
Expenditure Total
3590864
Expenditure Investment Management
103812
Expenditure Grants Institution
3387058
Expenditure Governance
98948
Expenditure Support Costs
87989
Expenditure Depreciation
0
Gain Loss Investment
861330
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
81438879
Assets Own Use
0
Assets Long Term Investment
81438879
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,500,310
Assets Total Liabilities
£134,188
Assets Current Investment
0
Assets Total Assets And Liabilities
£82,805,001
Creditors One Year Total Current
134188
Creditors Falling Due After One Year
0
Assets Cash
£1,500,310
Funds Endowment
82287554
Funds Unrestricted
517447
Funds Restricted
0
Funds Total
82805001
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
15 October 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3285017
Income Other
0
Income Total Income And Endowments
3285017
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£99,324
Expenditure Charitable Expenditure
£3,292,885
Expenditure Other
0
Expenditure Total
3392209
Expenditure Investment Management
99324
Expenditure Grants Institution
3196223
Expenditure Governance
96662
Expenditure Support Costs
96662
Expenditure Depreciation
0
Gain Loss Investment
12012393
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
80517930
Assets Own Use
0
Assets Long Term Investment
80517930
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,822,409
Assets Total Liabilities
£100,132
Assets Current Investment
0
Assets Total Assets And Liabilities
£82,240,207
Creditors One Year Total Current
100132
Creditors Falling Due After One Year
0
Assets Cash
£1,792,584
Funds Endowment
81530036
Funds Unrestricted
710171
Funds Restricted
0
Funds Total
82240207
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
28 October 2024
Income Donations And Legacies
425000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3268916
Income Other
0
Income Total Income And Endowments
3693916
Income Legacies
0
Income Endowments
425000
Expenditure Raising Funds
£89,326
Expenditure Charitable Expenditure
£3,102,667
Expenditure Other
0
Expenditure Total
3191993
Expenditure Investment Management
89326
Expenditure Grants Institution
3011156
Expenditure Governance
91511
Expenditure Support Costs
91511
Expenditure Depreciation
0
Gain Loss Investment
3060172
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
68748956
Assets Own Use
0
Assets Long Term Investment
68748956
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,696,824
Assets Total Liabilities
£110,774
Assets Current Investment
0
Assets Total Assets And Liabilities
£70,335,006
Creditors One Year Total Current
110774
Creditors Falling Due After One Year
0
Assets Cash
£1,586,222
Funds Endowment
69616967
Funds Unrestricted
718039
Funds Restricted
0
Funds Total
70335006
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
23 October 2023
Income Donations And Legacies
1625011
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2514937
Income Other
0
Income Total Income And Endowments
4139948
Income Legacies
0
Income Endowments
1625011
Expenditure Raising Funds
£85,948
Expenditure Charitable Expenditure
£2,802,991
Expenditure Other
0
Expenditure Total
2888939
Expenditure Investment Management
85948
Expenditure Grants Institution
2721282
Expenditure Governance
81709
Expenditure Support Costs
81709
Expenditure Depreciation
0
Gain Loss Investment
-16597777
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£551,790
Assets Total Fixed
64565948
Assets Own Use
0
Assets Long Term Investment
64565948
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,446,565
Assets Total Liabilities
£239,602
Assets Current Investment
0
Assets Total Assets And Liabilities
£66,772,911
Creditors One Year Total Current
239602
Creditors Falling Due After One Year
0
Assets Cash
£2,423,186
Funds Endowment
66221121
Funds Unrestricted
551790
Funds Restricted
0
Funds Total
66772911
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
27 October 2022
Income Donations And Legacies
3129598
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2901112
Income Other
0
Income Total Income And Endowments
6030710
Income Legacies
0
Income Endowments
3129598
Expenditure Raising Funds
£85,069
Expenditure Charitable Expenditure
£2,320,577
Expenditure Other
0
Expenditure Total
2405646
Expenditure Investment Management
85069
Expenditure Grants Institution
2252794
Expenditure Governance
67783
Expenditure Support Costs
67783
Expenditure Depreciation
0
Gain Loss Investment
30598903
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
30598716
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
80188408
Assets Own Use
0
Assets Long Term Investment
80188408
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,942,119
Assets Total Liabilities
£10,848
Assets Current Investment
0
Assets Total Assets And Liabilities
£82,119,679
Creditors One Year Total Current
10848
Creditors Falling Due After One Year
0
Assets Cash
£1,916,213
Funds Endowment
81279835
Funds Unrestricted
839844
Funds Restricted
0
Funds Total
82119679
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes

08 Official extract

Charity Event History

Charity Name
JOHN SWIRE 1989 CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1989-09-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 7TH SEPTEMBER 1989
Charitable Objects
SUCH CHARITABLE OBJECTS AS THE SETTLOR SHALL IN WRITING DIRECT OR IN DEFAULT OF DIRECTION AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investment
Policy Name
Conflicting interests
Policy Name
Investing charity funds policy and procedures