THE CHARITY FINANCE GROUP

Registered charity 1054914 · accounts filings on the Charity Commission register · also known as C F D G, THE CHARITY FINANCE DIRECTORS' GROUP · also registered in Scotland as SC052037 (OSCR)

The Charity Finance Group aims to provide information, training, conferences and networking opportunities to finance professionals in the voluntary sector. To lobby and campaign and promote best practice on behalf of finance professionals in the sector.

Causes: Education/training · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a deficit of £123,601 for the year ended 31 March 2025, driven by significant investment in digital transformation. Per the trustees' report, free unrestricted reserves stood at £188,387, which is within the stated policy range of £175,000 to £280,000. The trustees consider it appropriate to adopt the going concern basis, citing adequate resources and a surplus budget planned for the following year.

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

What the accounts disclose

Accounts audited by Forvis Mazars LLP. Discloses 4 of 6 completeness components.

What the charity says about itself (2024)

From its own voluntary annual review / impact report — the charity’s account of its work, distinct from the statutory accounts analysed above.

Public fundraising profile: JustGiving — CFG (matched by registered charity number).

Leadership, per the charity’s website

• Sarah Lomax — Co-CEO (source)
• Clare Mills — Co-CEO (source)
• Caron Bradshaw — Growth and Sector Solutions Lead (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• The Barrow Cadbury Trust — “The Barrow Cadbury Trust is an independent, charitable foundation, committed to bringing about socially just change.” (source page)
• Esmée Fairbairn Foundation — “Esmée Fairbairn Foundation aims to improve our natural world, secure a fairer future and strengthen the bonds in communities in the UK.” (source page)
• The Garfield Weston Foundation — “The Garfield Weston Foundation is a family founded grant-maker that gives money to support a wide range of charities across the UK.” (source page)
• Paul Hamlyn Foundation — “Paul Hamlyn Foundation is an independent grant-making foundation. PHF use their resources to support social change, working towards a just a…” (source page)
• Pears Foundation — “Pears Foundation is a family foundation driven by a desire to demonstrate the good that philanthropy can achieve in the world. Since its est…” (source page)
• The Rank Foundation — “The Rank Foundation is a grant giving charitable trust which focuses on encouraging and developing leadership and promoting enterprise and i…” (source page)

Public profiles (found on the charity’s own website): facebook

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

Reported reserves equal ~1.1 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (88% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 6.1% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• Hugh Wallacechair
• Angela Linton
• Anna Bennett · trustee of 1 other charity
• David McHattie
• Jenny Howard
• Kelly Ryder
• Susan Pemberton
• Timothy Nicholls
• Tony Wells

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

Operates in: Ireland · Scotland · Throughout England And Wales

Income and spending

Common questions

Known funders

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

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

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 West Yorkshire Community Accountancy Service CIO.

• West Yorkshire Community Accountancy Service CIO income £478k
• THE 1959 GROUP OF CHARITIES income £1.7m
• CHARTERED INSTITUTE OF FUNDRAISING income £4.4m
• ATTEND income £772k
• THE DERBY DIOCESAN BOARD OF FINANCE LIMITED income £11.0m
• THE ASSOCIATION OF CHARITABLE ORGANISATIONS income £161k

Side by side with its peers

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