THE COMMUNITY FOUNDATION IN WALES

Registered charity 1074655 · accounts filings on the Charity Commission register · also known as COMMUNITY FOUNDATION WALES, THE COMMUNITY FOUNDATION IN WALES. TRADING NAME -COMMUNITY FOUNDATION WALES

We are dedicated to promoting philanthropy and strengthening local communities by awarding grants to high-impact grassroots projects across Wales. We provide a grant-making and fund management service for a range of donor Fund holders: people and organisations who recognise the value of our philanthropy services in stewarding their charitable giving and maximizing its impact and legacy.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Environment/conservation/heritage · Recreation · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that net assets increased by £1.8m to £23.5m, driven by a £3.2m increase in the investment portfolio value. Unrestricted reserves stood at £596.4k, which exceeds the trustees' stated policy target of £270k, though the forecast indicates a reduction in the coming year as income is anticipated to decrease.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Azets Audit Services. Discloses 4 of 6 completeness components.

Corporate structure

• Registered company of the charity Companies House 03670680

Public fundraising profile: JustGiving — COMMUNITY FOUNDATION WALES (matched by registered charity number).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• ELIS, Osian Prys — director, appointed 23/09/2024on trustee list
• DAVIES, David Wyn, Dr — director, appointed 23/09/2024on trustee list
• RHYS, Judith Stella — director, appointed 23/09/2024on trustee list
• MOSS, Neil John — director, appointed 18/03/2024on trustee list
• MORGAN, Steven George — director, appointed 04/12/2023on trustee list
• HOWELL, Derek Anthony — director, appointed 05/12/2022on trustee list
• THOMAS, Ian Tanter — director, appointed 20/06/2022on trustee list
• HOWELLS, Gaenor Wyn — director, appointed 20/06/2022on trustee list
• JAMES, Elizabeth Ruth — director, appointed 21/03/2022on trustee list
• LLOYD, Annabel Jane — director, appointed 10/06/2020on trustee list
• TUGGEY, Andrew Simon, Lt Col — director, appointed 04/01/2018not on trustee list
• WILLIAMS, Richard Andrew — secretary, appointed 12/12/2017

Official officers record.

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

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

Reported reserves equal ~2.3 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 6.7% of total income — above the median for charities its size (5.2%) (benchmarks).

Register events

• Received assets from another charity (28/03/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (11/03/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (21/11/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (11/11/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (16/02/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (28/10/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Andrew Simon Tuggey CBE DL · trustee of 4 other charities
• Annabel Lloyd
• Derek Anthony Howell · trustee of 1 other charity
• Dr DAVID WYN DAVIES
• Elizabeth Ruth James
• Gaenor Wyn Howells
• Ian Tanter Thomas · trustee of 1 other charity
• Judith Stella Rhys
• Neil Moss
• Osian Prys Elis
• Steven George Morgan

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

Operates in: 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 COMMUNITY FOUNDATION FOR LEEDS.

• COMMUNITY FOUNDATION FOR LEEDS income £4.5m
• HAMPSHIRE AND THE ISLE OF WIGHT COMMUNITY FOUNDATION income £656k
• Community Foundation for Staffordshire and Shropshire income £4.6m
• NORFOLK COMMUNITY FOUNDATION income £8.3m
• CUMBRIA COMMUNITY FOUNDATION income £11.5m
• CHESHIRE COMMUNITY FOUNDATION LIMITED income £2.3m

Side by side with its peers

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