YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST
Registered charity 1082128 · accounts filings on the Charity Commission register · also known as YMDDIRIEDOLAETH YR PENLLERGARE - THE PENLLERGARE TRUST
Restoration and regeneration of the historic and cultural landscape of Penllergare Swansea for public benefit
Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Economic/community Development/employment · Recreation · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased to £89,810, which remains below the trustees' stated policy target of one year's running costs (at least £160,000). The charity reported a net deficit of £39,508 for the year, driven by restricted project expenditures, but maintained adequate cash resources and received significant grant funding to support ongoing operations.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: one year’s running costs (at least £160,000 p.a.) (held: £90k)
“The Trust has set itself a target to increase its unrestricted reserve balances to the equivalent of one year’s running costs. At present, this equates to at least £160,000 p.a.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Payment to Pass Property Limited, a company where the sole director is the nephew of Trustee Ray Butt.
“A sum of £nil (2024 - £11,849 plus VAT) was paid to Pass Property Limited for construction work on the new Training and Excellence Centre. The sole director of Pass Property is the nephew of Ray Butt, Trustee.” — page 40
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Redwood Wales Limited T/a CJH. Discloses 5 of 6 completeness components.
Funders the charity credits
Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).
- National Lottery Heritage Fund — “We would like to thank and recognise our amazing funders who include: National Lottery Heritage Fund” (source page)
Property (HM Land Registry)
3 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£275k
Reported reserves equal ~1.1 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).
Per its annual return, largest income source: Charitable activities (51% 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: 29.7% of total income — above the 90th percentile for charities its size (median 4.9%) (benchmarks).
- AMANDA ELIZABETH WATKIN WILLIAMS
- BRIAN RICHARDS
- Dr Ciaran Joseph O'Brien
- HELEN THOMAS
- JOHN MICHAEL CHILDS
- PAUL BAKER · trustee of 1 other charity
- Poppy Alice Brenchley Reynolds
- Raymond James Butt
- Susan Jane Dalton
- Timothy Andrew James
Trustee list from the Charity Commission register (current, not historical).
Operates in: City Of Swansea
Income and spending
Common questions
Is YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £89,810, which remains below the trustees' stated policy target of one year's running costs (at least £160,000). The charity reported a net deficit of £39,508 for the year, driven by restricted project expenditures, but maintained adequate cash resources and received significant grant funding to support ongoing operations. Its FY2025 accounts were audited by Redwood Wales Limited T/a CJH.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with PILLGWENLLY MILLENNIUM TRUST LIMITED.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.