CYMDEITHAS ELUSENNOL YNYS MON

Charity Number: 1174536
Charity reporting is up to date (42 days late)

Charity overview

Activities - how the charity spends its money

Grant-making foundation for community and voluntary projects across Ynys Mon.

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£532,954

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £532.95k
Other £0

Total expenditure:
£1,148,589

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Raising funds £107.12k
Charitable activities £991.21k
Other £50.26k

£713,749 investments gains (losses)

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 £157.38k
Charitable expenditure £991.21k

People

1 Employee(s)

12 Trustee(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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Isle Of Anglesey

Governance

Registration history:
  • 06 September 2017: CIO registration
  • 17 February 2022: Funds received from 1000818 THE ISLE OF ANGLESEY CHARITABLE TRUST
Organisation type:
CIO
Other names:
  • THE ISLE OF ANGLESEY CHARITABLE ASSOCIATION (Working name)
  • CYMDEITHAS ELUSENNOL YNYS MÈN (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Edward Jones Chair 30 September 2022
None on record
Elen Wyn Jones Trustee 30 September 2022
None on record
Trefor Owen Trustee 30 September 2022
None on record
Ann Tooze Trustee 30 September 2022
None on record
Deborah Chafer Trustee 30 September 2022
None on record
Dr Lowri Angharad Hughes Trustee 30 September 2022
None on record
DAFYDD ROBERTS Trustee 26 July 2022
None on record
TREFOR LLOYD HUGHES MBE Trustee 26 July 2022
None on record
Gary Pritchard Trustee 26 July 2022
SEINDORF BEAUMARIS BAND
Received: On time
Non Dafydd Trustee 26 July 2022
CYLCH MEITHRIN LLANERCHYMEDD
Received: On time
Neville Evans Trustee 26 July 2022
None on record
Jackie Lewis Trustee 26 July 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £0 £607.56k £553.75k £461.93k £532.95k
Total expenditure £0 £901.48k £838.06k £545.89k £1.15m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A £0 £0 N/A £0
Income - Other trading activities N/A £0 £0 N/A £0
Income - Charitable activities N/A £0 £0 N/A £0
Income - Endowments N/A £0 £0 N/A £0
Income - Investment N/A £604.66k £553.75k N/A £532.95k
Income - Other N/A £2.90k £0 N/A £0
Income - Legacies N/A £0 £0 N/A £0
Expenditure - Charitable activities N/A £790.53k £722.73k N/A £991.21k
Expenditure - Raising funds N/A £103.77k £115.33k N/A £107.12k
Expenditure - Governance N/A £3.13k £2.60k N/A £44.49k
Expenditure - Grants institution N/A £0 £720.13k N/A £834.64k
Expenditure - Investment management N/A £103.77k £110.48k N/A £98.82k
Expenditure - Other N/A £7.18k £0 N/A £50.26k

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 31/03/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets N/A £0 £0 N/A £0
Long-term investments N/A £21.34m £24.30m N/A £21.48m
Other assets N/A £95.76k £95.31k N/A £90.68k
Defined benefit pension scheme asset or liability N/A £0 £0 N/A £0
Total liabilities N/A £1.86m £2.30m N/A £880.11k

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 30 September 2023 30 July 2024 On Time
Accounts and TAR 30 September 2023 10 September 2024 42 days late Download Open in new window
Annual return 30 September 2022 26 July 2023 On Time
Accounts and TAR 30 September 2022 26 July 2023 On Time Download Open in new window
Annual return 30 September 2021 28 July 2022 On Time
Accounts and TAR 30 September 2021 11 August 2022 12 days late Download Open in new window
Annual return 30 September 2020 20 October 2021 82 days late
Accounts and TAR 30 September 2020 20 October 2021 82 days late Download Open in new window
Annual return 31 March 2019 31 January 2020 On Time
Accounts and TAR 31 March 2019 31 January 2020 On Time Download Open in new window
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.

CIO - ASSOCIATION Registered 06 Sep 2017 as amended on 24 May 2022

Charitable objects

THE GENERAL BENEFIT OF PERSONS RESIDENT IN THE ISLE IN SUCH MANNER AS MAY BE CHARITABLE AND, IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING:- 3.1 THE PROVISION OF AMENITIES AND FACILITIES FOR THE GENERAL PUBLIC BENEFIT OF PERSONS RESIDENT IN THE ISLE AND, WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SUCH AMENITIES AND FACILITIES MAY INCLUDE:- 3.1.1 PUBLIC AND VILLAGE HALLS AND COMMUNITY CENTRES AND OTHER COMMUNITY FACILITIES, INCLUDING SUCH CENTRES AND FACILITIES FOR PERSONS RESIDENT IN THE ISLE WHO ARE IN PARTICULAR AGE GROUPS OR WHO ARE UNEMPLOYED, SICK OR DISABLED; 3.1.2 FACILITIES TO TRAIN PERSONS RESIDENT IN THE ISLE FOR SKILLED AND SEMI-SKILLED EMPLOYMENTS, TRADES AND PROFESSIONS; 3.1.3 FACILITIES FOR THE RELIEF OF SICK PERSONS RESIDENT IN THE ISLE; 3.1.4 SOCIETIES AND VOLUNTARY ORGANISATIONS PROVIDING SPORTING, RECREATIONAL OR LEISURE TIME FACILITIES WHICH ARE AVAILABLE TO THE GENERALITY OF PERSONS RESIDENT IN THE ISLE; 3.1.5 SCHOOLS, PLAYGROUPS, CHURCHES AND CHAPELS SERVING PERSONS RESIDENT IN THE ISLE; AND 3.1.6 ARTS FESTIVALS, ARTS CENTRES, ART GALLERIES, MUSEUMS, THEATRES AND LIBRARIES SITUATED WITHIN THE ISLE. 3.2 THE PRESERVATION FOR THE GENERAL PUBLIC BENEFIT OF PERSONS RESIDENT IN THE ISLE OF BUILDINGS OF AESTHETIC, HISTORICAL, ARCHITECTURAL, CONSTRUCTIONAL OR SCIENTIFIC INTEREST OR IMPORTANCE. 3.3 THE CONSERVATION AND PROTECTION OF LAND OR OTHER PROPERTY WITHIN THE ISLE WHICH IS OF AESTHETIC, HISTORIC OR SCIENTIFIC VALUE. 3.4 THE PROTECTION AND SAFEGUARDING OF THE ENVIRONMENT AND COUNTRYSIDE AND THE CONTROL AND REDUCTION OF POLLUTION WITHIN THE ISLE. 3.5 THE SPONSORING OF PUBLICATIONS AND EDUCATIONAL RESEARCH PROJECTS THE CONTENTS OR RESULTS (AS THE CASE MAY BE) OF WHICH ARE LIKELY TO BE OF EDUCATIONAL BENEFIT TO MEMBERS OF THE PUBLIC RESIDENT IN THE ISLE.

Contact information

Address:
Cyngor Sir Ynys Mon
Swyddfeydd y Cyngor
Llangefni
LL77 7TW
Phone:
01248750057
Email:
No information available
Website:

No information available