CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND

Registered charity 1049765 · accounts filings on the Charity Commission register · also known as CWM TAF NHS GENERAL CHARITABLE FUND, EAST GLAMORGAN NHS TRUST GENERAL CHARITABLE FUND, PONTYPRIDD AND RHONDDA NHS TRUST GENERAL CHARITABLE FUND

For any charitable purpose or purposes relating to service provided by Cwm Taf Local Health Board

Objects

THE TRUSTEES SHALL HOLD THE FUNDS UPON TRUST TO APPLY THE INCOME, AND AT THEIR DISCRETION SO FAR AS PERMISSIBLE, THE CAPITAL, FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE (WHOLLY OR MAINLY FOR THE SERVICE PROVIDED BY CWM TAF MORGANNWG UHB) AND FOR ANY OTHER HEALTH SERVICES FOR WHICH SPECIFIC MONIES HAVE BEEN DONATED FOR USE WITHIN THE UK OR OVERSEAS.

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £3,074,000 at the end of the financial year, with £47,000 committed for future expenditure. The charity reported a net decrease in total funds of £202,000, driven by charitable expenditure of £770,000 and a net loss on investments of £129,000, partially offset by incoming resources of £697,000.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Auditor General for Wales. Discloses 3 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.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• 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
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Public fundraising profile: JustGiving — CTM NHS Charity (matched by registered charity number).

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~47.9 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 1.7% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (16/05/2019) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• CWM TAF MORGANNWG UNIVERSITY HEALTH BOARD

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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 ROYAL GLAMORGAN POSTGRADUATE MEDICAL CENTRE ASSOCIATION.

• ROYAL GLAMORGAN POSTGRADUATE MEDICAL CENTRE ASSOCIATION income £114k
• Swansea Bay University LHB Charitable Fund and Other Related Charities income £1.4m
• NORTH CUMBRIA HOSPITALS NHS CHARITY income £359k
• THE MORGAN CHARITABLE FOUNDATION income £139k
• POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES income £251k
• SWFT CHARITY income £343k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.