THE JAMES PANTYFEDWEN FOUNDATION (YMDDIRIEDOLAETH JAMES PANTYFEDWEN)

Registered charity 1069598 · accounts filings on the Charity Commission register

Amcanion yr Elusen fydd hybu a hyrwyddo crefydd, addysg, y celfyddydau ac amaethyddiaeth a phwrpasau elusennol eraill er budd pobl Cymru. The objects of the Charity shall be the advancement, encouragement and promotion of religion, education, the Arts and agriculture and other charitable purposes for the benefit of Welsh persons primarily in Wales.

Causes: General Charitable Purposes · Education/training · Religious Activities · Arts/culture/heritage/science · Grant history (this charity is a funder) · website · Get email alerts

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

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. Discloses 4 of 6 completeness components.

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).

Per its annual return, largest income source: Investments (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 11.2% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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?

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. 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.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JAMES PANTYFEDWEN FOUNDATION (YMDDIRIEDOLAETH JAMES PANTYFEDWEN)£623k——unclear—no doubt
JAMES PERCY FOUNDATION FY2024£836k—0unclear—no doubt
EGLWYS EFENGYLAIDD CAERFYRDDIN FY2024£122k—0unclear—no doubt
JAMES SQUARE PLYMOUTH LIMITED FY2025£1.9m—0unclear—no doubt
The Ashley Family Foundation FY2025£416k—0unclear—no doubt
THE WELSH BAPTIST UNION CORPORATION LIMITED FY2024£227k—0above—noted

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.