CWM TAF Morgannwg NHS General Charitable Fund

Registered charity 1049765 Registered since 1995

Operates: Throughout Wales

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Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.

2021

2022

2023

2024

2025

incomespending£697k latest income

ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

47.9 months of spending held in free reserves · median for charities its size: 4.0 months · was 89.2 in 2021

EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Also active in the same field

MAC Keith Press Similar size; both Disability
Cheshire Carers Centre Similar size; both Disability
Crossroads Tendring & Colchester LTD Similar size; both Disability
The Blackthorn Trust Similar size; both Disability
Derbyshire Voluntary Action Similar size; both Disability
Beacon: for Rare Diseases LTD Similar size; both Disability

Deterministic, from public records.

Contact

Website	https://ctmuhb.nhs.wales/about-us/our-charity/
Email	CTM.Charity@wales.nhs.uk
Phone	01443744800
Address	The Hub, Meadows, Rhodfa Marics Ely, Ynysmaerdy, Pontyclun, CF72 8XL

Finances

£697,000 latest income

Year	Income	Spending
2021	£783,000	£388,000
2022	£627,000	£403,000
2023	£353,000	£669,000
2024	£996,000	£690,000
2025	£697,000	£770,000

What it does

What

General Charitable PurposesEducation/trainingThe Advancement Of Health Or Saving Of LivesDisability

Who

Children/young PeopleElderly/old PeoplePeople With DisabilitiesOther Defined Groups

How

Acts As An Umbrella Or Resource Body

Charitable objects

THE TRUSTEES SHALL HOLD THE FUNDS UPON TRUST TO APPLY THE INCOME, AND AT THEIR DISCRETION SO FAR AS PERMISSIBLE, THE CAPITAL, FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE (WHOLLY OR MAINLY FOR THE SERVICE PROVIDED BY CWM TAF MORGANNWG UHB) AND FOR ANY OTHER HEALTH SERVICES FOR WHICH SPECIFIC MONIES HAVE BEEN DONATED FOR USE WITHIN THE UK OR OVERSEAS.

Governing document: DECLARATION OF TRUST DATED 29/09/1995 AS AMENDED BY SUPPLEMENTAL DEEDS DATED 06/10/2000 AND 29/04/2009 AND 10/03/2010AS AMENDED BY ORDER DATED 01 APR 2019AS AMENDED BY DEED DATED 28 AUG 2019

Trustees (1)

CWM TAF Morgannwg University Health Board

Connected charities (0)

No charities share a trustee (from current data).

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