YMDDIRIEDOLAETH CLOUGH WILLIAMS-ELLIS FOUNDATION
Registered charity 1165883 · accounts filings on the Charity Commission register · also known as THE YMDDIRIEDOLAETH CLOUGH WILLIAMS-ELLIS FOUNDATION
The Foundation's activities in the North Wales area include: Conserving the landscape; maintaining historic structures; educating the public about the heritage of the property; managing the gardens and woodlands of Plas Brondanw; applying sustainable principles to any improvements and new buildings; and promoting sustainable development and viable communities.
Causes: General Charitable Purposes · Education/training · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net movement in funds of a deficit of £48,893 for the year ended 5 April 2025, driven by a net loss on investments of £243,761. Per the trustees' report, free reserves were in a deficit of £509,923, with no set minimum reserves policy target established. The trustees maintain that the charity has adequate resources to continue as a going concern, supported by a share portfolio valued at £3m.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: no set minimum (held: £-510k)
“The Trustees’ objective is that the Unrestricted Income fund should be maintained at a positive balance, but with no set minimum.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rent paid by Portmeirion Limited, a company where trustees JC Wallace, M Angharad, and R Garden are directors.
“Portmeirion Limited, is a tenant of property owned by the Charity for which rent was payable of £225,260 (2024: £201,492). The net balance outstanding at the year-end is £92,540 (2024: £56,315). The rent payable by Portmeirion Limited is set at a market value, determined by independent chartered surveyors.” — page 37
“M Angharad, Trustee is also a Trustee of Ymddiriedolaeth Susan Williams-Ellis Foundation, a tenant of the property owned by the Charity for which rent was payable of £14,928 (2024: £14,928) per annum. The net balance outstanding at the year-end is £9,172 (2024: £4,622).” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rent paid by Ymddiriedolaeth Susan Williams-Ellis Foundation, which shares a trustee (M Angharad) with the charity.
“Portmeirion Limited, is a tenant of property owned by the Charity for which rent was payable of £225,260 (2024: £201,492). The net balance outstanding at the year-end is £92,540 (2024: £56,315). The rent payable by Portmeirion Limited is set at a market value, determined by independent chartered surveyors.” — page 37
“M Angharad, Trustee is also a Trustee of Ymddiriedolaeth Susan Williams-Ellis Foundation, a tenant of the property owned by the Charity for which rent was payable of £14,928 (2024: £14,928) per annum. The net balance outstanding at the year-end is £9,172 (2024: £4,622).” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rental income received from R. Llywelyn, brother of trustee M Angharad.
“Portmeirion Limited, is a tenant of property owned by the Charity for which rent was payable of £225,260 (2024: £201,492). The net balance outstanding at the year-end is £92,540 (2024: £56,315). The rent payable by Portmeirion Limited is set at a market value, determined by independent chartered surveyors.” — page 37
“M Angharad, Trustee is also a Trustee of Ymddiriedolaeth Susan Williams-Ellis Foundation, a tenant of the property owned by the Charity for which rent was payable of £14,928 (2024: £14,928) per annum. The net balance outstanding at the year-end is £9,172 (2024: £4,622).” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by WR Partners. Discloses 5 of 6 completeness components.
Property (HM Land Registry)
20 registered titles in England and Wales held by the charity’s company or corporate body (20 freehold); recorded price paid £375k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Structured financials (annual return, FY ending 05/04/2025)
Reported reserves equal ~0.0 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 (58% 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: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).
Register events
- Received assets from another charity (26/02/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- DAVID HENEAGE WYNNE-FINCH
- Dafydd Iwan · trustee of 2 other charities
- Dr RACHEL CARYS GARDEN
- JULIAN CLOUGH WALLACE
- MENNA ANGHARAD
- SERAN ARIANWEN DOLMA
- YR ATHRO RICHARD MERFYN JONES · trustee of 1 other charity
Trustee list from the Charity Commission register (current, not historical).
Operates in: Ceredigion · Conwy · Denbighshire · Flintshire · Gwynedd · Powys · Wrexham
Income and spending
Common questions
Is YMDDIRIEDOLAETH CLOUGH WILLIAMS-ELLIS FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds of a deficit of £48,893 for the year ended 5 April 2025, driven by a net loss on investments of £243,761. Per the trustees' report, free reserves were in a deficit of £509,923, with no set minimum reserves policy target established. The trustees maintain that the charity has adequate resources to continue as a going concern, supported by a share portfolio valued at £3m. Its FY2025 accounts were audited by WR Partners.
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 CWMNI PLAS GLYN'Y-WEDDW 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.