THE SWANN-MORTON FOUNDATION

Charity number: 271925
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of education through study and research in the fields of surgery and medicine to individuals, groups, organisations and other charities engaged in the care, support and the relief of suffering of the sick, infirm, injured, handicapped or disabled.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £85,535
Total expenditure: £97,335

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Animals
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 29 September 1976: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GEORGE RODGERS Trustee 07 November 2011
None on record
MICHAEL MCGINLEY Trustee
None on record
JUDITH GILMOUR Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £80.04k £80.00k £85.00k £93.49k £85.54k
Total expenditure £88.19k £81.23k £74.83k £86.15k £97.34k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 06 January 2025 On Time
Accounts and TAR 30 June 2024 06 January 2025 On Time Download Open in new window
Annual return 30 June 2023 09 November 2023 On Time
Accounts and TAR 30 June 2023 09 November 2023 On Time Download Open in new window
Annual return 30 June 2022 26 January 2023 On Time
Accounts and TAR 30 June 2022 26 January 2023 On Time Download Open in new window
Annual return 30 June 2021 16 March 2022 On Time
Accounts and TAR 30 June 2021 16 March 2022 On Time Download Open in new window
Annual return 30 June 2020 12 January 2021 On Time
Accounts and TAR 30 June 2020 12 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 12TH MAY 1976

Charitable objects

(1) THE ADVANCEMENT OF EDUCATION BY THE PROMOTION AND ENCOURAGEMENT OF STUDY AND RESEARCH IN THE FIELDS OF SURGERY AND MEDICINE AND WHERE APPROPRIATE THE PUBLICATION OF THE RESULTS OF SUCH RESEARCH (2) THE ADVANCEMENT OF EDUCATION IN SUCH OTHER WAYS AS THE TRUSTEES MAY THINK FIT.... (3) THE RELIEF OF POVERTY AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE PRECEDING WORDS OF THIS PRESENT SUB-CLAUSE) THE PROVISION OF FINANCIAL AND OTHER HELP TO ANY PERSONS WHO ARE EMPLOYEES OR FORMER EMPLOYEES OF W R SWANN & CO LIMITED.... (4) THE RELIEF OF SUFFERING AND DISTRESS AMONG THOSE WHO ARE SICK INFIRM INJURED OR OTHERWISE PHYSICALLY OF MENTALLY HANDICAPPED OR DISABLED (5) THE PROMOTION OF ANY OTHER CHARITABLE TRUST OR COMPANY FOR THE RELIEF OF SUFFERING OR DISTRESS. (FOR DETAILS SEE TRUST DEED).

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
SWANN MORTON LTD
OWLERTON GREEN
SHEFFIELD
S6 2BJ
Phone:
01142344231
Email:
No information available
Website:

No information available