THE AMELIA METHODIST TRUST COMPANY LIMITED

Charity number: 1053468
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We deliver therapeutic programmes for young people facing multiple disadvantages to help them get their lives back on track by involving them in meaningful activities at the Farm. We also work in partnership with other charities to reach out to different groups of vulnerable people and provide community facilities for everyone to enjoy the countryside and the benefits of nature.

Income and expenditure

Data for financial year ending 31 August 2025

Total income:
£613,445

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Donations and legacies £32.51k
Charitable activities £403.71k
Other trading activities £84.18k
Investments £15.15k
Other £77.90k

Total expenditure:
£623,701

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Raising funds £28.47k
Charitable activities £595.23k
Other £0

£0 investments gains (losses)

Total income includes £51,870 from 4 government contract(s) and £14,423 from 3 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £28.47k
Charitable expenditure £595.23k

People

18 Employee(s)

10 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Disability
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Blaenau Gwent
  • Bridgend
  • Caerphilly
  • Cardiff
  • City Of Swansea
  • Merthyr Tydfil
  • Monmouthshire
  • Newport City
  • Rhondda Cynon Taff
  • Vale Of Glamorgan

Governance

Registration history:
  • 04 March 1996: Standard registration
  • 15 December 2020: Funds received from 1001546 THE AMELIA METHODIST TRUST
Organisation type:
Charitable company
Other names:
  • THE AMELIA TRUST FARM (Working name)
Company number:
02541591 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Andrew Charlesworth Trustee 01 September 2023
RYDAL PENRHOS LIMITED
Received: On time
RYDAL PENRHOS
Received: On time
METHODIST CHURCH IN WALES - WALES SYNOD CYMRU
Received: On time
Joanna Howell Trustee 23 November 2021
None on record
Joanne Sarah Thomas Trustee 21 September 2021
None on record
Stephen John Thomas Trustee 23 February 2021
None on record
Lisa Marianne Cordery Trustee 21 May 2018
None on record
Sian Davies Trustee 21 March 2016
GLAMORGAN VOLUNTARY SERVICES
Received: On time
CARDIFF UNIVERSITY STUDENTS' UNION
Received: On time
VANESSA CLAIRE JOHNS-POWELL Trustee 17 September 2011
None on record
Rev Stephen Wigley Trustee
THE METHODIST CHURCH IN WALES, WALES SYNOD CHARITABLE TRUST
Received: On time
CARDIFF METHODIST CIRCUIT
Received: On time
NICHOLAS PARKER RODGERS Trustee
None on record
ANDREW PAUL CROSS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2021 31/08/2022 31/08/2023 31/08/2024 31/08/2025
Total gross income £467.49k £762.51k £536.67k £761.32k £613.45k
Total expenditure £402.93k £443.31k £522.91k £583.21k £623.70k
Income from government contracts £127.80k £146.96k £165.49k £173.57k £51.87k
Income from government grants £31.62k £16.26k £10.52k £302.64k £14.42k
Income - Donations and legacies N/A £296.33k £55.37k £25.40k £32.51k
Income - Other trading activities N/A £22.25k £18.66k £42.26k £84.18k
Income - Charitable activities N/A £347.95k £358.68k £621.11k £403.71k
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £1.79k £9.99k £19.80k £15.15k
Income - Other N/A £94.19k £93.97k £52.75k £77.90k
Income - Legacies N/A £263.39k £34.83k £2.00k £388
Expenditure - Charitable activities N/A £441.69k £521.28k £569.04k £595.23k
Expenditure - Raising funds N/A £1.63k £1.63k £14.17k £28.47k
Expenditure - Governance N/A £5.23k £6.51k £9.56k £5.41k
Expenditure - Grants institution N/A £0 £0 £0 £0
Expenditure - Investment management N/A £0 £0 £0 £0
Expenditure - Other N/A £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/08/2021 31/08/2022 31/08/2023 31/08/2024 31/08/2025
Own use assets N/A £878.88k £882.41k £1.28m £1.24m
Long-term investments N/A £0 £0 £0 £0
Other assets N/A £743.72k £750.21k £544.01k £576.37k
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £29.83k £26.09k £41.51k £44.42k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2025 05 December 2025 On time
Accounts and TAR 31 August 2025 05 December 2025 On time
Annual return 31 August 2024 25 March 2025 On time
Accounts and TAR 31 August 2024 25 March 2025 On time
Annual return 31 August 2023 27 June 2024 On time
Accounts and TAR 31 August 2023 27 June 2024 On time
Annual return 31 August 2022 20 January 2023 On time
Accounts and TAR 31 August 2022 20 January 2023 On time
Annual return 31 August 2021 09 March 2022 On time
Accounts and TAR 31 August 2021 09 March 2022 On time
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 3 JANUARY 1996 AS AMENDED 7 JANUARY 2007. as amended on 15 Jul 2019 as amended on 15 Jul 2019 as amended on 29 Aug 2019

Charitable objects

(I) TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR THE USE OF THE PERSONS REFERRED TO IN PARAGRAPH (IV) HEREOF AND FOR RECREATION AND OTHER LEISURE-TIME OCCUPATIONS. (II) TO ADVANCE EDUCATION IN AGRICULTURE, HORTICULTURE, HOME CRAFTS, COUNTRY LIFE AND RELATED SUBJECTS. (III) TO ADVANCE EDUCATION IN THE CARE AND CONSIDERATION OF ALL ANIMALS PARTICULARLY ANIMALS IN NEED OF CARE AND PROTECTION. (IV) TO ASSIST PERSONS OF ANY AGE RESIDENT IN WALES AND ELSEWHERE IN THE WORLD WHO ARE IN NEED OF FINANCIAL OR OTHER ASSISTANCE AND WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE OCCUPATION OR SERVICE, BY PROVIDING THEM WITH OUTFITS, BY PAYING FOR FEES, TRAVELLING OR MAINTENANCE EXPENSES, OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE TRUSTEES THINK FIT. (V) FOR SUCH OTHER CHARITABLE PURPOSE OR PURPOSES (ACCORING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Area of benefit

The area the charity can operate in, as set out in its governing document.

IN PRACTICE SOUTH GLAMORGAN

Contact information

Address:
AMELIA TRUST FARM
WALTERSTON
BARRY
CF62 3AS
Phone:
01446782030
Email:
general@ameliatrust.org.uk
Website:

www.ameliatrust.org.uk Open in new window