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

Objects

THE OBJECTS OF THE CIO ARE:1) THE ESTABLISHMENT AND MAINTENANCE OF AN ARCHIVE, MUSEUM AND GALLERY FOR THE BENEFIT OF THE PUBLIC DEDICATED TO DISPLAY, INTERPRET AND UNDERSTAND THE ART, HISTORY AND WORKS OF SUSAN WILLIAMS-ELLIS, CLOUGH WILLIAMS-ELLIS & FAMILY AS CONSIDERED APPROPRIATE BY THE TRUSTEES AND TO MAKE AVAILABLE FOR PUBLIC STUDY AND INSPIRATION. 2) THE ADVANCEMENT AND PROMOTION OF THE ARTS INCLUDING VISUAL ARTS, DESIGN, LITERATURE, PERFORMING ARTS, MUSIC, DANCE, THEATRE, SCULPTURE, PAINTING, FILM, CONCERTS, FESTIVALS, FAIRS, EISTEDDFODS, CRAFTS AND CRAFTSMANSHIP. 3) FOR THE PUBLIC BENEFIT TO PROMOTE EDUCATION IN THE ARTS AND CRAFTS, LITERATURE, PERFORMANCE ARTS IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY AWARDING OF SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION AND/OR AWARDING SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TO ENABLE THOSE ENGAGED IN SUCH EDUCATION TO EXPERIENCE BURSARY, PLACEMENT AND RESIDENTIAL AT THE FOUNDATION PREMISES FOR THE PURPOSE OF CARRYING OUT THEIR CHOSEN FIELD OF EDUCATION IN LITERATURE, ARTS, PAINTING, DESIGN, SCULPTURE, MUSIC, PERFORMANCE OR OTHER RECOGNISED ART FORM AS THE CHARITY TRUSTEES THINK FIT.

Area of benefit: GWYNEDD

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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.