CGWM UK Charitable Foundation
Charitable foundation for the public benefit
Objects
THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The charity raised over £30,000 in the 2025 financial year, with principal funding coming from staff generosity matched by Canaccord Wealth. Expenditure totaled £17,114, resulting in a net surplus and a closing cash balance of £16,554. The trustees state that the charity does not hold reserves and aims to maintain a near-zero cash balance.
What the accounts disclose
“Principal source of funds is generosity of colleagues / friends / families / clients and other supporters.” — page 6
“We aim to hold a zero (or close to zero) cash balance at the end of each 2-year support period. The Foundation does not hold reserves.”
Year-over-year changes
- Reserves position vs the charity's own policy moved from "within" (FY2024) to "below" (FY2025).
Policies the charity declares
- Internal charity financial controls policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2021 (received 18/11/2022, 18 days after the 31/10/2022 due date).
Trustees
- DAVID ESFANDIchair
- Gina Deacon
- Jane Vause
- Lawrence Craig Peterman
- Philip Miles
- Richard Channon Hyder
- Samantha Dunlop
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £32k | £17k |
| 31/12/2024 | £38k | £36k |
| 31/12/2023 | £800 | £0 |
| 31/12/2022 | £3k | £4k |
| 31/12/2021 | £5k | £7k |
Common questions
Is CGWM UK Charitable Foundation financially healthy?
Per its FY2025 accounts: The charity raised over £30,000 in the 2025 financial year, with principal funding coming from staff generosity matched by Canaccord Wealth. Expenditure totaled £17,114, resulting in a net surplus and a closing cash balance of £16,554. The trustees state that the charity does not hold reserves and aims to maintain a near-zero cash balance. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BREAKTHROUGH FOUNDATION | 1 | £2.0m |
Charities like this
- THE CMW CHARITABLE TRUST
- GARNDIFFAITH COMMUNITY ASSOCIATION
- GC FOUNDATION
- GOFUNDME.ORG.UK
- RCCG FAITH HOUSE READING
- PROWTING CHARITABLE FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CGWM UK Charitable Foundation | £32k | — | — | below | — | no doubt |
| THE CMW CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| GARNDIFFAITH COMMUNITY ASSOCIATION | £95k | — | 0 | above | — | no doubt |
| GC FOUNDATION | £48k | — | 0 | unclear | — | no doubt |
| GOFUNDME.ORG.UK | £227k | — | 0 | above | — | no doubt |
| RCCG FAITH HOUSE READING | £28k | — | 0 | unclear | — | no doubt |