SOUTH WALES MINERS WELFARE TRUST FUND SCHEME

Registered charity 507439 · accounts filings on the Charity Commission register

The charity is a grant making trust and which applies its income in accordance with the trust deed dated 20 March 1978 for such charitable purposes within the objects of the coal industry social welfare organisation (Charity No 1015581) in any county, any part of which is for the time being comprised of the South Wales Coalfield.

Causes: The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Amateur Sport · Economic/community Development/employment · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that the charity reported an operational deficit of £483,232, which was offset by net investment gains of £378,139, resulting in an overall reduction in asset value of £105,093. Per the trustees' report, total incoming resources were £695,654 against total resources expended of £1,178,886, with unrestricted reserves standing at £8,126,916 at year-end.

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

What the accounts disclose

Accounts audited by R H Jeffs & Rowe. Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £2.0m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2024)

Reported reserves equal ~14.5 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (73% 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: 4.6% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (22/05/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (19/05/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (19/05/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (14/03/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Christopher Earland
• KEVIN THOMAS WILLIAMS · trustee of 1 other charity
• MARTIN ROY PARSONS · trustee of 1 other charity
• Peter Lawrence
• WAYNE THOMAS · trustee of 2 other charities

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

Operates in: Throughout Wales

Income and spending

Common questions

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 NOTTINGHAMSHIRE MINERS WELFARE TRUST FUND SCHEME.

• NOTTINGHAMSHIRE MINERS WELFARE TRUST FUND SCHEME income £155k
• THE COAL INDUSTRY SOCIAL WELFARE ORGANISATION income £1.4m
• THE COAL INDUSTRY SOCIAL WELFARE ORGANISATION 2014 income £2.1m
• MOSBOROUGH MINERS' WELFARE TRUST income £100k
• CALVERTON MINERS' WELFARE TRUST income £254k
• WELBECK MINERS WELFARE TRUST income £191k

Side by side with its peers

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