CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND
For any charitable purpose or purposes relating to service provided by Cwm Taf Local Health Board
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.
What the accounts disclose
“The Charity has made revenue and capital payments of £770k (2023-24 £690k) to the Cwm Taf Morgannwg University Health Board.” — page 26
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (16/05/2019)
Trustees
- CWM TAF MORGANNWG UNIVERSITY HEALTH BOARD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £697k | £770k |
| 31/03/2024 | £996k | £690k |
| 31/03/2023 | £353k | £669k |
| 31/03/2022 | £627k | £403k |
| 31/03/2021 | £783k | £388k |
Common questions
Is CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND financially healthy?
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. Its FY2025 accounts were audited by Auditor General for Wales.
Who funds CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND?
Funders whose own accounts filings name CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND as a grant recipient include ASSOCIATION OF NHS CHARITIES.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| ASSOCIATION OF NHS CHARITIES | FY2023 | £473k | Grants awarded 2023 |
| ASSOCIATION OF NHS CHARITIES | FY2021 | £171k | Grants to members |
| ASSOCIATION OF NHS CHARITIES | FY2022 | £5k | Grant |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BURDETT TRUST FOR NURSING | 1 | £800k |
| GOWLING WLG (UK) CHARITABLE TRUST | 1 | £500 |
Charities like this
- ROYAL GLAMORGAN POSTGRADUATE MEDICAL CENTRE ASSOCIATION
- Swansea Bay University LHB Charitable Fund and Other Related Charities
- NORTH CUMBRIA HOSPITALS NHS CHARITY
- THE MORGAN CHARITABLE FOUNDATION
- POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
- SWFT CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND | £697k | — | — | unclear | — | no doubt |
| ROYAL GLAMORGAN POSTGRADUATE MEDICAL CENTRE ASSOCIATION | £114k | — | 0 | unclear | — | no doubt |
| Swansea Bay University LHB Charitable Fund and Other Related Charities | £1.4m | — | 0 | unclear | 18.7% | no doubt |
| NORTH CUMBRIA HOSPITALS NHS CHARITY | £359k | — | 0 | unclear | — | no doubt |
| THE MORGAN CHARITABLE FOUNDATION | £140k | — | 0 | above | — | no doubt |
| POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES | £251k | — | 0 | unclear | — | no doubt |