Charity Accounts Intelreading the accounts so you don’t have to

YMDDIRIEDOLAETH SUSAN WILLIAMS-ELLIS FOUNDATION

Registered charity 1158239 · accounts filings on the Charity Commission register

Yng Nghymru mae prif swyddfa'r elusen I The principal office of the CIO is WalesAmcanion yr elusen yw I The objects of the CIO are:I. Sefydlu a Chynnal Archif, Amgueddfa ac Oriel I Establishment and Maintenance of anArchive, Museum and Gallery2. Hyrwyddo'r celfyddydau a diwylliant I The Advancement of arts and culture3. Hyrwyddo addysg I The advancement of education

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

Latest income
£79k
Latest spending
£115k
Registered
2014
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £145,877 for the year ended 5 April 2025, driven largely by a £109,644 net revaluation loss on its investment portfolio. Despite this deficit, total unrestricted funds remain substantial at £2,153,900, and the trustees confirm there are no material uncertainties 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

Largest income source: Investment income (69% of income)
“Investment income 52,767”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: approximately £50,000 in the current bank account (held: £2.2m)
“The charity aims to keep approximately £50,000 in the current bank account and that it is intended that dividend income from investments will pay for running costs and salaries.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Charity purchased computing goods from Portmeirion Ltd, where three trustees are directors.
“Three of the trustees, R Llywelyn, M Angharad & A Cooper-Willis, are also directors of Portmeirion Ltd. During the year, the charity purchases revenue related computing goods, valued at £2,561, from Portmeirion Ltd.” — page 25
“The Clough Williams Ellis Foundation owns the Brondanw Estate, and as such the charity paid £14,941 in rent, £1,256 in insurance, £3,974 in heating, and£690 for additional signage on the Estate.” — page 25
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Charity paid rent, insurance, heating, and signage costs to the Clough Williams Ellis Foundation, which owns the Brondanw Estate.
“Three of the trustees, R Llywelyn, M Angharad & A Cooper-Willis, are also directors of Portmeirion Ltd. During the year, the charity purchases revenue related computing goods, valued at £2,561, from Portmeirion Ltd.” — page 25
“The Clough Williams Ellis Foundation owns the Brondanw Estate, and as such the charity paid £14,941 in rent, £1,256 in insurance, £3,974 in heating, and£690 for additional signage on the Estate.” — page 25
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Ian Roberts, the charity's bookkeeper and director of Portmeirion Ltd, received remuneration for bookkeeping services.
“Three of the trustees, R Llywelyn, M Angharad & A Cooper-Willis, are also directors of Portmeirion Ltd. During the year, the charity purchases revenue related computing goods, valued at £2,561, from Portmeirion Ltd.” — page 25
“The Clough Williams Ellis Foundation owns the Brondanw Estate, and as such the charity paid £14,941 in rent, £1,256 in insurance, £3,974 in heating, and£690 for additional signage on the Estate.” — page 25
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

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

Operates in: Throughout Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£79k£115k
05/04/2024£78k£92k
05/04/2023£76k£95k
05/04/2022£147k£76k
05/04/2021£99k£77k

Common questions

Is YMDDIRIEDOLAETH SUSAN WILLIAMS-ELLIS FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £145,877 for the year ended 5 April 2025, driven largely by a £109,644 net revaluation loss on its investment portfolio. Despite this deficit, total unrestricted funds remain substantial at £2,153,900, and the trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.