Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swann.Morton Foundation
Annual Report and financial statements
For the year ended 30 June 2022
Charity No 271925

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swann-morton Fourtdalio
Annual Report and fi*ancial stat•lllonls for tho year ended 30 Jun• 2022
Trustees and advisers
Charlty Yeg15tration numb•r.
271ty25
Bank•rs'.
Bard8￿ B/nk PIC
PO Box 1385
2 Artna Court
SHEFFIELD
S9 2WU
Solicitors:
Wake Smith
No I Velocity
2 Tenter Street
SHEFFtELD
SI 4BY
TYust•e$:
J l Gi]mour
M J McGinley
G Rodgers
Addr•s
Penn w￿kS
Owlerton G￿en
SHEFFIELD
S6 2BJ
Independent •xamln•r:
Peter EdwAtd$ FCA
Grant Thorntoo iJK LLP
Chartered Accouot4nts
l Holly Street
SHEFTrIELD
SI 2GT

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
8wann.Morton Foundatio
Annual Report and finartcial statements for Ihe y•ar trnd•d 30 Jun0 2022
Index
Trustees. report
Independent examln8rfs report
statement of flnanclal actlvltles
Balance sheet
Notes to the finaneial statÈrnènts
7-10

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swalln.Morton Foundatlon
Annual Roport wnd flnanclal stat•mBnts for Ihe year ended 30 June 2022
Trustees, Report
Thc trustees prcsent tbcir report and the fth2ncvdl statemenrs EOI the yeat ended 30 Jutr 2021
Trnsttes of th• company
The tcustees ivho held oFfice the ye2r ivcre as ftslloivs..
J l Gilmour
M J McGinky
G Rodge
Trustees. Report
The tnjstees pxesent theirieporr ¥longwith the ftsMftcAal statements of the Chariry fot the yeat ended 30 June 2022.
The fin2ncial statements have been prewed irl accord9nce with the %ccountifjgpoJiries sei out on page 7 attd
complyivith the Chaiity's tr￿t deed applicable low.
Constitution and obJ•ets
The svv4￿￿-fvIortoA foundauon is constituted utAe£ 2 th]st deed dated 12 MAY 1976 1$ 8 iegistcred Chuiry No..
271925.
The 9itns objrfuves of the Cb#tity #re follows:
The adwarlcerneor of educ#tion by the prornorion ond encOUr￿t0( S￿dY and Ityearch in tbe fLdd3 of
sU￿ry And medicine 2nd where Appropriate the publication of the tesults oE5uch reseArdL.
The advanccment ofethcation iti such otherways as the tW5ttts nYAy tkn'nk and in yarticular by rnaking
gronts to w school. college. utiivetsity ot other education2] in5uMtion forits cduc9tional puooye5
geneL4lly or Eorany particll￿r ¢du￿tiOnal puqjose thereof and by makingAnd owatditig gtatsts.
schol￿shipS. tthibitiDnS and prize5 ￿ the erLcou¢agement of study and learning the assAstgt2cc of
ptrsous being educattd or PLttsuing ci>ut5es of study or leacningat any such sdLODI college UniV￿sIty o
insriwuotj ot elsewhere.
The rdief oEpovcrty and in particu]Ar the provision oEfin*ncial And otber help ro any persons who Ate
ctnployee8 or Eorrn¢r employee8 OEW R SwAnn & Co Limited.
The re]sef ofsuffeiing and distrey8 ooong those who ate 8icK Infi￿ iojured or otheThvi8e physically or
rnentauy hatjditapped or dis2bled. Ihe r¢isef of poverty and in p2rtia]]ar the provision of finaocial atkd
otbet hdp to any persons who are ctnployees or fornyr cmploytt5 of W R Swann & Co EAmited.
Th£ promotion of 2nyother cho￿[￿ble tsvst or compatty for the r¢li¢f oEwffellngot disttess.
These ain)s aod objectives Wete met by the app]ication oCth¢ unrestrictcd fllt￿.
The Ch￿lty carrie$ out these obiectiyes by rn4kAng do￿tionS to l(KAJ atA national c]Jariues attd wing study geants
to local 3tudents.
The tn]stees renyaiti confident that the Charsry dcmonstrAte$ propedy the pub]ic bcnefit expected by the Charity
Corntnissioft through these xints 2nd 0￿ectiVeS. The Charity te£e￿ed to the ￿ldance coniaincd in tbe Chatity
Conknnission's gentral guidincc on public bcnefit when reviewitig our 9ims *nd objective5 Afl p]gonw our futute
2ctivAti¢s.
Appolntm•nt of Trustee* Inductlon and Trnining
New t£usiee$ may be appointed by a rcsolution oEthe cxisting trustees. NcvAy dccttd tru5tces are given a btieEon
the orgAnisAtion'$ structute aod their responsibi]ities as ttustees.

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swann.Morton Foundatlo
Annual Report and flnanclal stat•Monts lor the y••r ended 30 June 2022
Trustees, Report
R?lated Partles
The Chariry joindy own5 s￿/0 oEW.R. Co IAmited along wirh W.R. Swann & Co Employees B¢nefit
SChe￿e. The Charity's accountancy wsts 2r¢ ly)rn¢ by Swann.fvlorton limited. a subsi<thary of W.R. Swartn & Co
Limiicd. A %ifÉ aid donation is made by Swartrt-M(>rtoA Limited, atjother group subsidiary on aA a[￿￿21 IMsi5.
Risk Statement
The tm$tee$ beLieve that due to the fact the Charity ts fi]nded by A gift aid donation from the Wji & Co
Cjroup. rhat ihe Charity isn'r at Si8nLficant risk
Organlsatlon
'LlJe twsteC5 ivho havc 5crwcd during th¢ year and S￿¢t thc yeat cnd arc sct Dut on pa8c l. Tnzytces arc 2ppoirLted by
the board of rrustec$.
Assessment of Achlevements
The ptill]aryperforn]gn￿ indicator5 iti pursutt of the Charirrfs objcctiVC5 #fc thc amwrtt of donations to
Chariixts to give relief fro￿ povety or suffetin& The ch￿￿￿ ha8 donatrd £74337 P021.. £80,747) during the yw.
Gr¥ntlloan maklng pollcy
The Chatity inwtes appiic2tiDn& Eot fuAding of proiects frojn hospitab, c}￿ri￿¢S and swdents. ApplicaAr$ are invstrd
to submit a $umm0ry of thtyr p£opo$als in A SP￿lf1￿ fonnAt. The gpplications are revA￿ved Against specific criÉuJ
and tt8eArch objectives which ait set by thc trustCCS.
FinanGial revlew and Investment pollcy
The Charity did nrjr en￿ge in any raising actiwties duting the ytat, its sole irtcome bcirtg rtccivtd in thc form
of dtvidend or gift aid as idenufied on the Statement of Firtaftcial Activities. Th¢ Charity has made a net gaiti of
£10.179 during the year, btsnging the teserves to £109,611.
Rgservos pollcy
Et is the policy uf the Chatity tu malntain ￿t￿es￿]cted fi]nds. which are the fr¢¢ resetves of the Chatiry. ar a l¢v¢l
which ¢qll1tes to approximately twdve months, unrrstrictcd cxpenditwe. Tllls prowde5 su(ficieAt (uAds to cover 2nd
reswnd to erne￿ncY applicatsnns for gr#nts/loans. which grise frL>m titne to time. Unttsttscted hnds wctc
rn¥sntsincd at this level throughou¢ the yvar.
Rlsk manag•m•nt
The trustees halt examined the maffitsi stLXtegic, businc55 sfLd operntional risks which the Chsnty fAce5 and conftrm
thar systems have been t$rabiished to enable regular reports to be pr(Auced so that the netegsary steps can bc tske
to lessen these tisk5.
Trustees, ResponslbllltSes Statement
'llJe trustces responsible for ptcpating thc Ttustces, Report and the fjnancial statejnents in 2ccordance with
opp]ictble J2wattd regu]atsons.
The Charities Act 2011 teguires the tÉ￿tte$ to ptepare financi2L s￿ten￿lts for fiosAc1￿ year. The rn]stee5 have
to prepxtc thc fitMtLci*I stattmcnts in aciordRnce ivith United Kingdom Generally Accepted ilccountiThg Pracuce
(Uttittd Kingdom ilccounting Sthndards and applitablc lawl, induding PRS 102 The Financial Reporting Standard
app]ic2ble in th¢ UK as￿ Republic of Ire10nd. The wstres must not app£ove the finArtcial statements uoless they a
$Atisfied that they give a true attd faic view OE the 5tste oEaff2irs of the cha£iry at)d of the It￿￿]￿8 resources and
xppbcxuon oErc50UtCC$, Lncluding thc incofne arLd expen(bture, of the chariry for thst period. In pttp2ring these
financial stratements. the ttustees ate requitcd tu..
select suitAble accountingpoii¢ie$ and then apply thcm con5iStently.'
ob5crvc the methods and ptinciple5 in the Ch£rities SORP (PRS 104.
Jake judgments ￿ accounting estinutes th4r *r re%onabl¢ and pNdent,'
pttpare the financi￿ statements on the going coneem IMSi8 uJJle88 itAS inapproptixte kn ￿tIll￿¢ that the Charity
wtsll continue io busine5S.

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
SWa￿A-mort￿n F¢)undatlon
Annual R*port and Ilnanclal stat•M•nts fo¥ the yoar 30 2022
Trustees, Report
The trustees are respon5ibk for keeping #dequate accounting tec￿dS that are sufficient to show ond exp]oin the
ch2rity$ ttall3actsons and dis¢losc with rca$onxbie xtcutdcy at any titne the financi￿ position of the chqriry 9nd
enable them to ettsute that thc tfftanciai statements comply with the Chatt'ties Act 2011, the Chllrity (Accounts and
Reports) ReguIatiDns 2(M)8 aDd the provisions of the tNst deed. 9tt gjso tesptsttsible Eot sllfegllacding the gssets
of the chatiry 2nd hence for tAkitigreasonable steps fot the pttyentioo d￿eC￿on OE fraud and other Attegul#tities.
Going conc•rn
The tnjstees have a reasonable expectration that the chatity h¥ adequare ttsourccs to continur in operAtionai
existetsce ft>r the EoX¢8e￿bIc rutt￿. Thc expethd irtxptt of COVID-19 18 rebttvdy rninimai. The chott'ty has
cottfirmed that it h25 adequate cash £¢sources for ar le9St 12 motsthg fOllO￿jag signiog of th¢8¢ fyJan¢aal $thremeAr
and for this ttason they continue to adopt the going concern bays io prepxring the fit]9ncAal staternents.
Approved by the Truutees on l* £LQrtL¥ 2JL #nd signed on their behalfby..
M J NlcGini
Trustee

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
O GrantThornton
Independent examiner's report to the trustees of
Swann-morton Foundation
I report on the accounts of Swann-IwEorton FoundauoA (the'charity,) for the yat ended 30 June 2021 which are set out
on pages 5 ro 10.
Yow arrenuon is drawn ro the fact thar the chqritls t￿￿tee8 have p￿￿)￿ed the charitys accounts in accordance ￿ryth rhe
Statement ufRecotnrnended PrActice'Accounting 2nd Rq)ortiog by Ch2tities'. Ststenient of Recortunended Practice
appkncablc to charitics preparing their aCCDunts in sccordAAce with the financial Reporting standard applicable in thc
LK artd Repubbc of Irelartd (FILS 102) (effective l JanuAry 20191 issued in ()ctober 2019 in preEerertce to the Statement
of R¢comnM¢kd Practice'Accounung#nd Reporting by Charities: Surement of Recommended Pr4cuce {revis¢d 2005),
155ued in Ap￿ 2005 which ts reEer£ed to io the Chgriu¢s {Accouttts and R¢portsl Reguiarions 2008 but has been
withdrawn. l understand that the chArity'5 tn]stees have done this in order Eur the chauty'5 accounts to gjye s true
fAir wiew IA 2ccoidattce with UJ]itcd KingdoEn GcncrAliy Acccpted £lccountingPiactice effccttvc for reporting petiods
beginning on orafttr ljanuory 2019.
Tljis report is made solely to the charsty5 tn]stees, as 2 body. in 2ccotdsnce with the re8uiations made uftder Section 154
f the Chatitses Elct 2011. My ivork ha5 bcen undertaken so that I tllight state to the charitrfs ttustees those n￿r[Cr& l atn
required to state to them iti art independettt exa[ni[k￿'s reEX)rt xnd (or (XO other putptsst To the fLdittt axtent permitted
by14w, I do nor accept or gs%ume responsibility to anyone othet than the charity And the charAtl$ trustee$ as a body.
my work. For rhi5 ￿ort. or for the opirtions I have forn)ed.
Respectlve responslbllltles of trustees and examlner
The chsrirf5 tru5t£e are responssble for the prepration OE the *ccollnts. The chariry's r￿SteeS consider that an 2udit ts
otrequired Eor this year under Section 144(2) of the Charities Act 201) and that an independent examination ts needed
It is my responsibiiiry to..
examine the accountg undet section 145 of the Chatities Act 2011.
to fr>llow the procedure5 laid down iti the genctal Direction5 given by the Charity CommiSSLOn under scction 145(5}(bl
of thc Ch#tities Act 2011. and
to stAte whethtt patticul*tmattets have cotne to my attentiort.
Basls of independent examlner'5 Statement
My ￿3￿]n￿tiOn IWAS trattied i)utin Accordanee with thc gener81 Directions gtven by the Ch#tityCommtssion. An
gminauon include$ a comparison ofthe accounts with the ￿Counting ttcords kept by the charity. It 2150 includes
consideration of any utwsua] items or disclosures in the 3ccouNts. and seeking e￿121￿4tlOnS from you as tnistees
concerning any such matters. The procedures undertaken do not provid¢ all the evidence thatwoy]d be Ie9uired in sn
Audit attd COAsequeAdy ao opinion is yven R$ to TrFhether the aecounts present 2'tme #nd view #nd the report is
limited ro those mattets set in the statement beluiv.
Independent examiner'5 Statement
In connecuon with my &%amin4tion. no matter ha$ come to my atteniion..
vhich gives me reasonabl¢ cau8¢ to believe thAtAn any matetial tespect, the Xequir￿ts.'
- to keep oCCOWltin% xecord$ in accordqnc¢ with section 130 of the Charities Acr 2011. attd
- ro pttpate #ctDunts whith accord with rhe a¢¢uurtriThg rtcords. and
- to comply with the apP￿C￿bie requicetnents concerning the form content of accounts set out in the Ch2titie5
{Ac¢(¥Jttts and Report$l RegLdations 2008
hove not been mer, or
ttswhieh, IA ffly opittl0￿ attentiott thodd be dcawn order to en&ble a proper understat* of the aCCOUAts to be
re￿hed.
Peter Edwatds FCA
Grant Thorrtlon UK IJ.P
Charttted Accountants
Shcffjeld
Date.. 91112023

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swaffjo.Morton Foundatlo
Anttu•l Report and Ilnanelal $t?t•m?ntJ5 for the y•ar •nd•d 30 June 2022
Statement of financial activities
Uwe$tticted Total funds
Funds
Tot21 funds
Not¢
2022
2021
lllcome
Donation5 and le8aCi¢S
Iniercst
Toro1 income
85,0(K)
85,Th)0
80.000
85,004
85,004
80.004
Expendxture
Donauons and administrauve expenses
T¢>tal c￿PenditUt¢
(74.825)
(14,825)
(74,825)
(74,825)
{81,2301
181,2301
Net movetnents in s￿ds
10.179
10,179
(1,226)
Reconciliaiion of
Total Funds brought fotivatd at l Juty 2021
Toral ￿ndS carllcd for4Fard at 30 June 2022
99,4.12
109,611
99.432
109,611
IUO.658
99,432
The #Gcompanylng accounting policlo5 and not05 form Int•gY#l part of th•50 accounts.

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
3wann.Morlon Foundatlon
Annual Report and IlnanclHI statgsnents for the year ended 30 Jun¢ 2022
Balance sheet
Note
20Z2
?091
Fixed asseis
tnvestn*nts
99,000
99,f
Current asset8
Cash at bank and in hand
12011
3,432
CredxtorB
mounts.. fallingdue WAihin one year
12.2001
,(M)D)
Net euirenf assets
10.611
432
Net Rsseis
109,611
99.432
Th£ funds of the Charity..
Unrestricted funds
Unrcstrlcted Incon￿ fi]Ad
li
109,611
99.432
Total Clwity futtd8
109.611
99,432
'I'he sccounrs ivere approved h} the B()ard rjn I S ond signed on its bchalf by..
022
TLustee

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swann-morton Poundatlon
Annual Report and financlal statem•nt8 ••r the year ond•d 30 Juno 2022
Notes to the financial statements
Char•ty Infonnatlon
Swatjn bIorton Found4rion is * Chatity (Chatity number 271924. The ttgistered office ts Penn W¢xks. Owlerto
Green. Sheffield, S6 2BJ.
Prlncipal accountlng pollcles
Basls •)f preparatlon
The statcmertts have been prepared in aceordgnce with Ststement of Recommended Practice.. (Accounting
and ReportiDg by ch￿tt¢s) ptep*tiog their accounts in ACCOtd2nce with tht Financial Repotting Standard apph"cable
in the UK And Republic oEtre]snd (FRS 1021, the Fthanci81 R¢portingStattdatd ¥>pAicatA¢ in the UK and RtpubJi¢
f treland IFIL% 102} and the Charities Acr 2011.
Svraoll Morton Fouttdatiott meets the definition oEa Public Benefit Entsty under FRS 102. Assets and Isabilities 2rc
iniia)ty £ecogni5ed at histO£iC91 cost or tsgnsaction un]ess othetWAse $&ted in the relevant Accounting ptrjicy
notcs.
The Pjtincipai Accountitig poli¢i¢5 ofthc Ch#tiry havE remained unchan8ed Ftom the previous ycar 2nd are set out
The financi91 stAtertxents are presented in Stulitig Q).
GoJng concern
The trustees havc a ¢e#sonabk expectation that the eharity hgs adequate resi￿rCeS ro continue Atl opec2tionsl
existence for the Eor¢$eeable future. The expected impacr of COVID-19 is relatively minimal. Thc charity has
confittned that it hAs adcquare tesoucces atkast 12 months EolloTrvingsi8ningof thcse fitsaticiai ststernent
a[￿ for this tea8tsn they continue to ad￿t thc going concern b25is in preparujg the financi215t2ternent$.
Fund accounting policy
UD£e5tricted income (ut]d5 2r2 general fund$ thal #ie *VAdable Eor use 2t the tsu$tee¥' di5'creuoA in futtherance of ihe
0￿.eCtiVeS of thc Cha£iry u discLosed note 3.
Ineorn• and legacle¥
Donations a￿ rerognised vAitte tI￿e is entttlernen¢ ccrtAinty of rcceipt the amount can k inexsiired ivith
sufficient tejia
Exp•ndlture
Liabib'ties are reCo￿lSed 25 soon there is A legal tt constwctive obiigauon colljtnitting the Ch¥iry to tl
cxpendiLUt¢. AU expcndit￿e ts accounted fDr on an accn]Als basis 2nd ha¥ been classAfiEd headiogs that
agyeg2te all costs related to the (xtegory. Costs ofgeneroting Fund5 fire the costs gs$ociqred with attractitjgvoluntary
rlcome.
Inv•stm•nts
Th¢ investment io share$ of W. & Co IAtnited ts held at cost buxuse the trllsttes of Svann Morton
Foundarion do nfA bebeve * teiiAble tnvAsur¢ oEcutrez]I fair vthe can be made.
Operatlng l•ases
Rentals paysble undet oper*ting lease5 ate chArxed in the statement of th￿Ar2a1 octivitics on a sttW8htline bgsis over
the kAse terllL
Bas1¥ of consolldatlon
The investment share$ of W.R..%Jvann & Co IArnitcd h25 flot be¢n consoJidRted, aDd ts accounted for as a sitw>le
iIive5rmenr. DespAte the 5(P/o shareholdin& the tmstec5 do not exercise any signific%mt inÉiuence over the ￿tratiNg
artd tthaociol policy OE the ¢OrnPaQykwhich is indepcndtntiy llwjaged by * $¢PAtate tx>atd of directors. There is llo
activc invohTement or influence policy decisions of the company) which 15 L￿0 on a commctcA21 basis.

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swann-morton Foundation
Annual Report #nd financial statements for the year ended 30 Jurte 2022
Notes to the financial statements
Incom•
Uswe8tiicted Total Fund.% TON] Funds
2022
2021
Dotjauons
Interest (>n rash deposits
85,0(M)
80.000
85,004
85.004
80,004
Total •xpondlture
Donations
Toial 2022
Torsl 2021
Direct co$tB
Bluebeu Wood ChilLlren's Hospice
Burton Srreet Fi)undation
CBJI projects
Royal College o£Sutgeons
Sheffield Child£en'$ Ho$pital
Sheflield I'eachirtg 14ospitrAI$
s￿dent Grants and V.lectives
St Luke's H05pice
University of Sheffidd School oE&ledicioe
Whirloiv Parm Trusr
(hher Donation
B2nkeharges
7272
8,483
3,5
7,272
8,483
3,500
9.980
6.(M)O
3,5LN)
1,0
7J67
{6,ffl0)
ii.oso
6,(A)O
5.508
5,508
13500
5J74
2.000
1,0
27,71K>
13,-fj00
5,374
2,000
1,000
27,700
488
74.82S
i.(M)O
40.850
483
81.230
74.337
Employ￿5
Thc Trust had 3 tlU5tee5 during the yc2r ￿￿21. 3). There wet¢ no oth¢t ernpluyees.
TNst•8s r•mun•ration and expenses
No trustee5 receiEd sny r¢munaxuon or ￿penSeS dwing the yeat.

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swann-morton Foundatlo
Artnual Roport and fltTranclal 8tat•m•nt$ for th• yoar ond•d 30 Jun• 2022
Notes to the financial statements
Inv•stm•nts hold a8 fixed ass•ts
Unlisted
ittvestmetLts
Cost
As ar l July 2021 and 30 June 2022
99,000
Net bookvalue
A8 Xt 3V Junc 2021 and a5 at 30 June 2022
99.000
All Anyestfflent assets were held in the Ull.
Ihe Charity holds more rhan 2(Y/o of the shAtc capital OE the company..
Coulltry of
ioeorporatio
PiiociFal activity
A88OClated boidin
Class
PeEiod end
W.R. Sw*nts & Co limird Unitcd Kingdom
Holding cornpany (the
principal acuvity of the
gLoup is the mgrLu(acttsre
rkd sale rjl fme edKe
blAde$}
C)tdittaty
50 30 Scptctnbcr
2021
A830ciated holdi
Capital &
reserves
PrDfit for the
pciiod
W.R..%wann & Co Limitcd
United Kingdo
38,126,597
1.5i9,608
Credltors: amounts falllng due wllhln one year
2022
Accrned donAUODS
20JO
3,000
N•t assets by fund
Unicstxictcd Total Fullds
unds
Toral Fuftds
2022
2021
Investmcnts
Curtent a55ets
Current liabiJitie$
99.(K)O
12.811
(2,200
109.611
99,000
12,811
2,200
109,611
99,000
3,432
3.000
99,432
Net assets

Docusign En¥ÈlopÈ ID". 7D98E44A-D949-4F3D-gDD8-AE61B508CB4C
Swa￿A.mort0rt FoundatJon
Annual Raport and flttan¢lal statements for th8 year ondad 30 Jun• 2022
10
Note$ to the financial statements
10
Related partl•s
Controlllng entlty
Th¢ Charity i5 controlled by th¢ trustees.
Rèlated party transactlons
I)uting the ycar CJilt Ajd donations of £85,0ffl {2021.. £80.OW) wete recelvtd Irom Swanrt-Nlorton Limited, x wholly
owned subsidiary of W.R. SwRnn & Co lityjited.
W.R. Swatstt & Cts IArtJited is joindy by the W.IL SvAnn F.mploI￿C5 Benefit Schtme and the SwaJhn-fvIorton
Foundation.
Irl tht W.IL Swattn Employees Benefit Scheffle is controlled by w.li Swgnn & Co Tn￿rtts Iimirel which ￿ As
the trustee. The ditcctors of W.R. SwAnn & Co'frustees ltimited, which 15 limited by wntee. are l.I J UcGinlty.
G'll)ompson and J Gilmour.
The chari￿s Attounting ctrst$ are met by &wdnn-Morton limit￿.
The Twstce8' Annual Report #ttd accounts a￿ to bc submitted to the Charity Comrnission.
Analysls of funds
At 30 June
21122
At l July 2021
Incom¢
p￿dIture
Unrc5trtctcd gcncrAI funds
99.432
85.004
(14,825)
l(W,611