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home >> charity search >> the james pantyfedwen foundation (ymddiriedolaeth james pantyfedwen)
Finance Score: 0
Governance Score: 5
Support Score: 0
  • Strong growth: +2
  • Deficit latest year: -2
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 5 ?

THE JAMES PANTYFEDWEN FOUNDATION (YMDDIRIEDOLAETH JAMES PANTYFEDWEN)

Amcanion yr Elusen fydd hybu a hyrwyddo crefydd, addysg, y celfyddydau ac amaethyddiaeth a phwrpasau elusennol eraill er budd pobl Cymru. The objects of the Charity shall be the advancement, encouragement and promotion of religion, education, the Arts and agriculture and other charitable purposes for the benefit of Welsh persons primarily in Wales.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates much of its income
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive benefits from the charity
  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Income was lower than spending in the latest year
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/24£616£736£-120£0£17,054£1,52224.820
31/03/23£588£632£-44£0£16,720£1,58330.120
31/03/22£544£740£-196£0£17,371£1,68827.420
31/03/21£504£590£-86£0£16,827£1,59432.420
31/03/20?£645£726£-81£0£14,309£1,44623.920
31/03/18£624£700£-76£0£16,311£1,80330.920
31/03/17£635£616£20£0£16,978£1,91737.420
31/03/16£589£574£16£0£14,738£1,75636.820
31/03/15£569£495£74£4£15,673£1,83844.520
31/03/14£539£534£5£4£14,936£1,72738.820
31/03/13£538£552£-15£4£14,671£1,75638.220
31/03/12£499£475£24n/an/an/an/an/an/a
31/03/11£450£449£1n/an/an/an/an/an/a
31/03/10£424£416£8n/an/an/an/an/an/a
31/03/09£485£440£44n/an/an/an/an/an/a
31/03/08£463£403£60n/an/an/an/an/an/a
31/03/07£462£416£45n/an/an/an/an/an/a
31/03/06£450£411£39n/an/an/an/an/an/a
31/03/05£440£430£9n/an/an/an/an/an/a
31/03/04£418£400£17n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 24.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.6
Asset Split ?
Balance Sheet History
Established: 26 years

www.jamespantyfedwen.cymru

post@jamespantyfedwen.cymru

01970612806

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • General Charitable Purposes
  • Religious Activities
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
Where it operates
  • Throughout Wales,
Who it helps
  • Children/Young People
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split
Based on 12/13 persons

  • ALUN CHARLES Appointed: 2016
  • AMANDA ROBERTS Appointed: 2022
  • DR ERYN WHITE BA, PHD
  • DR EURFYL AP GWILYM Appointed: 2020
  • DR THOMAS HEFIN JONES Appointed: 2024
  • DR WILLIAM RHIDIAN MORRIS GRIFFITHS
  • GWERFYL PIERCE JONES (Chair) Appointed: 2012
  • JANE AARON Appointed: 2015
  • KEVIN MICHAEL HOLLAND Appointed: 2022
  • SIAN LLOYD JONES Appointed: 2019
  • STEPHEN FORSTER Appointed: 2024
  • WILLIAM GWYN JONES Appointed: 2022
  • WYN PENRI JONES Appointed: 2013
Legal constitution
  • Charity registered in England & Wales on 18/05/1998, number: 1069598
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

PANTYFEDWEN
9 STRYD Y FARCHNAD
ABERYSTWYTH
CEREDIGION
SY23 1DL

Objectives

THE ADVANCEMENT, ENCOURAGEMENT AND PROMOTION OF RELIGION, EDUCATION, THE ARTS AND AGRICULTURE AND OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF WELSH PERSONS PRIMARILY IN WALES

Defined Area of Benefit:

WALES

Data Sources

Charity Commission for England and Wales

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