The Swan Trust

UID 17341·Companies House 08622047·Incorporated July 2013·Compare

Schools

Flags

13 high severity

Finance: 2025/26Ofsted: Jan 2026Performance: 2025/26Workforce: 2026/27Attendance: 2025/26

Total income

£23.0m

3,264 pupils

Avg staff costs

77.0%

of income

Avg reserves

11.8%

of income

Avg absence

More metrics

Avg FSM

18.3%

free school meals

Capacity

91%

3,264 / 3,597 places

Total admin cost

£1.2m

£360 per pupil

Trust overview

5 of 10 schools report staff costs above the DfE's 78% review point. Staffing ratios reflect phase mix, curriculum and local context as much as efficiency.

1 of 10 schools hold reserves below the DfE's 5% reference point.

Trust-average reserves have fallen about 3 percentage points over two years of published returns.

8 of 10 schools spent more than their income in the latest year. Single-year deficits are common around growth, building works or falling rolls; multi-year patterns matter more than one snapshot.

Absence is at or below the national average in 9 of 10 schools.

All 10 inspected schools meet the expected standard or above — Good or better under the legacy framework, or Expected standard or above under the Report Card.

1 of these inspections used the new Report Card framework; its scale is not directly comparable with legacy grades.

Generated from published DfE and Ofsted data — year-end snapshots that cannot show in-year plans, restructuring or local context. Reference points are DfE review thresholds, not judgements.

Ofsted & results

Ofsted

100%meeting standard or above

Across 10 graded schools, including 1 under the new Report Card framework. The two frameworks are not directly comparable.

Sub-judgements — earlier framework

Quality of education

100% Good+

Good 6

Behaviour & attitudes

100% Good+

Good 6

Personal development

100% Good+

Good 6

Leadership & management

100% Good+

Outst. 1Good 9

Performance (trust avg)

Key Stage 2

Expected standard (RWM)

58.9%

-2.1pp

vs national

National averages: 2023/24

Trust details

AddressBeaufort Primary School Kirkland Avenue, Surrey, GU21 3RG

Companies House08622047

Incorporated24 July 2013

Report Card inspections (new framework)

About these grades

Grade distribution across 1 schoolinspected under Ofsted's 5-point scale (from November 2025). Not directly comparable with the earlier 1–4 sub-judgements above.

Curriculum & teaching

Expected standard 1

Achievement

Expected standard 1

Inclusion

Expected standard 1

Attendance & behaviour

Expected standard 1

Personal development

Year	Schools	Pupils	Total income	Total expenditure	Avg staff costs %	Avg reserves %
2021/22	10	3,428	£19.0m	£19.2m	78.5%	17.4%
2022/23	10	3,398	£20.6m	£20.7m	73.1%	16.5%
2023/24	10	3,347	£16.9m	£18.6m	76.6%	16.2%
2024/25partial	10	3,264	£23.0m	£23.5m	77.0%	11.8%
2025/26	10	3,192	—	—	—	—

Central services

2024/25

Centralisation

3.8%

of total trust spend

Typical MAT centralisation ranges from 3-7% of total trust spend. Figures below 2% may indicate limited central coordination; above 10% warrants review of value for money.

CS expenditure

£933,000

CS staff costs

£673,000

CS income

£35,000

Admin & clerical£613,000

Teaching staff-£2,000

ICT£9,000

Premises£53,000

Legal & professional£85,000

Auditor costs£26,000

Governance

Source: Companies House

Board of trustees

Accounts to Aug 2025

10 current directors · Average tenure: 6.4 years · 1 change in last 12 months

Directors / Trustees (10)

Robert Arthur James Cole

director·< 1 year

Joanne Kathrine Green

director·2 years

Helen Smith

director·2 years

Bruce Ainslie Penson

director·4 years

Dermot Patrick Main

director·6 years

Ian Michael Girdler

director·7 years

Margaret Theresa Garner

director·7 years

Alistair John Smith

director·7 years

Elaine Jack Reid Cooper

director·12 years

Carol Ann Cheesman

director·12 years

Company Secretary

Nicketa Dicken

secretary·5 years

23 former officers — most recent departure: Aug 2024

Carl Bowler

director·2 years·Resigned Aug 2024

Joanne Macdonald

director·7 years·Resigned Dec 2022

Yvonne Leila Lawrence

director·7 years·Resigned Jul 2020

Catherine Charles

director·7 years·Resigned Mar 2024

Shanna Kristy Hall

director·7 years·Resigned Jul 2019

Noshaba Sarfaraz Khan

Member schools (10)

10 schools|10 with risk flags|11 high severity

School	URN	Phase	Risk flags
Barnsbury Primary School and Nursery	140540	Primary	workforce pressurehigh staff costsin year deficit
Beaufort Primary School	140508	Primary	workforce pressurein year deficithigh staff costs
Goldsworth Primary School	137850	Primary	workforce pressure
Kingfield Primary School	148169	Primary	workforce pressurehigh staff costsin year deficit
Knaphill Infant School and Nursery	147428	Primary	workforce pressurein year deficit
Knaphill Junior School	147427	Primary	high staff costsin year deficitperformance declineworkforce pressure
St John's Primary School	140339	Primary	workforce pressurein year deficithigh staff costs
The Hermitage Infant School	140090	Primary	workforce pressurein year deficit
The Hermitage Junior School	140594	Primary	workforce pressurehigh staff costsin year deficit
The Horsell Village School	140084	Primary	workforce pressurein year deficit