THE JAMES PANTYFEDWEN FOUNDATION (YMDDIRIEDOLAETH JAMES PANTYFEDWEN)

Registered charity 1069598 · accounts filings on the Charity Commission register · listed website unreachable when last crawled

Latest income
£623k
Latest spending
£719k
Registered
1998
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves stood at £1,474,360, while total investment funds were valued at £16,398,799. The trustees report that the portfolio remained positive towards the end of the financial year despite market uncertainties, and the independent auditors confirmed there is no material uncertainty regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves policy: one year's income (held: £1.5m)
Mae'r Ymddiriedolwyr wedi cytuno bod swm sy'n cyfateb, yn fras, i incwm blwyddyn lawn ar gael fel arian wrth gefn. — page 15
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PJE Audit Services Ltd.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£623k
Total spending
£719k
Cost of raising funds
£70k
Reserves (reported)
£500k
Employees
2

Reported reserves equal ~8.3 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£623k£719k
31/03/2024£616k£736k
31/03/2023£588k£632k
31/03/2022£544k£740k
31/03/2021£504k£590k

Common questions

Is THE JAMES PANTYFEDWEN FOUNDATION (YMDDIRIEDOLAETH JAMES PANTYFEDWEN) financially healthy?

The accounts state that total unrestricted reserves stood at £1,474,360, while total investment funds were valued at £16,398,799. The trustees report that the portfolio remained positive towards the end of the financial year despite market uncertainties, and the independent auditors confirmed there is no material uncertainty regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by PJE Audit Services Ltd.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
The Leprosy Mission Great Britain1£644k
HAEMOCHROMATOSIS UK1£30k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with JAMES PERCY FOUNDATION.