INSOLE COURT TRUST/YMDDIRIEDOLAETH CWRT INSOLE

Registered charity 1145649 · accounts filings on the Charity Commission register · also known as INSOLE COURT TRUST

The Charity's objectives are: to restore, preserve, and protect Insole Court and its gardens for the public benefit; to provide education in its conservation and history; and to benefit the residents of the community by providing community facilities for social welfare and recreation.

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Economic/community Development/employment · Recreation · website · Get email alerts

Latest income
£1.1m
Latest spending
£1.1m
Registered
2012
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a net surplus of £76,145 for the year ended 31 October 2025, marking its first profit since 2021. Per the trustees' report, unrestricted funds stood at £1,156,202, which is below the stated target of £160,000 but above the realistic aim of £80,000. The trustees confirmed that sufficient resources are available to meet obligations as they fall due, supporting a going concern basis.

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

What the accounts disclose

Related-party transaction: Consultancy fees paid to Neil Richardson Consulting Limited, owned by trustee Neil Richardson
“Payments of £13,500 were made to Neil Richardson Consulting Limited, a company owned by a trustee, in respect of consultancy services.” — page 39
“Aggregate donations of £180 (2024: £910) were received from trustees in the year in the form of supporters and patrons income.” — page 39
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from trustees
“Payments of £13,500 were made to Neil Richardson Consulting Limited, a company owned by a trustee, in respect of consultancy services.” — page 39
“Aggregate donations of £180 (2024: £910) were received from trustees in the year in the form of supporters and patrons income.” — page 39
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations from trading subsidiary Insole Court Trading Company Ltd
“Payments of £13,500 were made to Neil Richardson Consulting Limited, a company owned by a trustee, in respect of consultancy services.” — page 39
“Aggregate donations of £180 (2024: £910) were received from trustees in the year in the form of supporters and patrons income.” — page 39
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Menzies LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/10/2025)

Total income
£1.1m
Total spending
£1.1m
Cost of raising funds
£598k
Reserves (reported)
£1.2m
Employees
37

Reported reserves equal ~13.1 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Other trading activities (76% 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: 52.2% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Cardiff

Income and spending

Financial year endIncomeSpending
31/10/2025£1.1m£1.1m
31/10/2024£473k£530k
31/10/2023£418k£512k
31/10/2022£359k£476k
31/10/2021£347k£390k

Common questions

Is INSOLE COURT TRUST/YMDDIRIEDOLAETH CWRT INSOLE financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £76,145 for the year ended 31 October 2025, marking its first profit since 2021. Per the trustees' report, unrestricted funds stood at £1,156,202, which is below the stated target of £160,000 but above the realistic aim of £80,000. The trustees confirmed that sufficient resources are available to meet obligations as they fall due, supporting a going concern basis. Its FY2025 accounts were audited by Menzies LLP.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
UK government03/07/2023£248kMFC: Critical Repairs and Upgrades to Safeguard Insole Court
The National Lottery Community Fund18/06/2020£41kCovid-19 Insole Court Covid-19 Resilience
The National Lottery Heritage Fund08/06/2020£104k"COVID19: Insole Court Trust"
The National Lottery Heritage Fund21/10/2013£10k"The renewal of Insole Court and Securing its Sustainable Future"
The National Lottery Community Fund13/06/2012£762kThe Renewal of Insole Court
The National Lottery Heritage Fund15/11/2011£2.5m"The Renewal of Insole Court"