THE SWALLOW TRUST

Charity Number: 1118122
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees have focused very much on the preservation of capital and creating maximum value within the Trust, whilst making donations to organisations in line within the original Trust aims.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £184,164
Total expenditure: £199,124

People

5 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
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 27 February 2007: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANTHONY DAVID SWALLOW Chair
None on record
CHRIS SWALLOW Trustee
None on record
HEIDI SWALLOW PURVIS Trustee
None on record
NICOLA MAPP Trustee
None on record
HELGA HILDEGARD GERTRUD SWALLOW Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £243.38k £145.57k £179.65k £177.15k £184.16k
Total expenditure £260.03k £188.59k £215.48k £220.46k £199.12k
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 05 April 2024 27 January 2025 On Time
Accounts and TAR 05 April 2024 27 January 2025 On Time Download Open in new window
Annual return 05 April 2023 25 January 2024 On Time
Accounts and TAR 05 April 2023 25 January 2024 On Time Download Open in new window
Annual return 05 April 2022 04 January 2023 On Time
Accounts and TAR 05 April 2022 04 January 2023 On Time Download Open in new window
Annual return 05 April 2021 20 January 2022 On Time
Accounts and TAR 05 April 2021 20 January 2022 On Time Download Open in new window
Annual return 05 April 2020 10 November 2020 On Time
Accounts and TAR 05 April 2020 10 November 2020 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 8 JANUARY 2006

Charitable objects

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH A MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT. 3.2 THE TRUSTEES SHALL IN THEIR DISCRETION , FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit

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

WORLDWIDE

Contact information

Address:
APT. 6
FALLIBROOME HOUSE
68 MACCLESFIELD ROAD
PRESTBURY
MACCLESFIELD
CHESHIRE
Phone:
01625828886
Email:
Swallowtrust@hurst.co.uk
Website:

No information available