SIZE OF WALES
Financial health, per its FY2023 accounts
The accounts state that the charity reported a net expenditure deficit of £166,389 for the year ended 31 March 2023, primarily due to timing differences in restricted funds. Per the trustees' report, unrestricted free reserves of £197,028 are held, which the trustees note are in excess of their stated policy of retaining three months of running costs but below their internal target.
What the accounts disclose
“The Board has a policy of retaining at least 3 months running costs.” — page 16
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Clive Thomas
- Lisa Julie Hand
- Professor Jonathan Brewster Hunt
- Rebecca Williams
- Richard Huw Denman
- Shea Darren Buckland-Jones
- Stuart Clarke
- Timothy Birch
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.2m | £1.1m |
| 31/03/2024 | £1.3m | £1.2m |
| 31/03/2023 | £1.1m | £1.3m |
| 31/03/2022 | £1.2m | £1.2m |
| 31/03/2021 | £1.3m | £1.2m |
Common questions
Is SIZE OF WALES financially healthy?
The accounts state that the charity reported a net expenditure deficit of £166,389 for the year ended 31 March 2023, primarily due to timing differences in restricted funds. Per the trustees' report, unrestricted free reserves of £197,028 are held, which the trustees note are in excess of their stated policy of retaining three months of running costs but below their internal target. Its FY2023 accounts were audited by Carston.
Who funds SIZE OF WALES?
Funders whose own accounts filings name SIZE OF WALES as a grant recipient include THE JOSEPH ROWNTREE CHARITABLE TRUST, PROJECT GIVING BACK, JOFFE CHARITABLE TRUST CIO, POLDEN PUCKHAM CHARITABLE FOUNDATION, The Ashley Family Foundation.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE JOSEPH ROWNTREE CHARITABLE TRUST | FY2023 | £180k |
| THE JOSEPH ROWNTREE CHARITABLE TRUST | FY2021 | £159k |
| PROJECT GIVING BACK | FY2024 | £85k |
| JOFFE CHARITABLE TRUST CIO | FY2024 | £25k |
| POLDEN PUCKHAM CHARITABLE FOUNDATION | FY2023 | £10k |
| The Ashley Family Foundation | FY2025 | £0 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE SAM AND BELLA SEBBA CHARITABLE FOUNDATION | 1 | £38k |
| DRAGON CHRISTMAS CHARITY SALE | 1 | £1k |