Finance Score: 0

Governance Score: 9

Support Score: 10

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 19

THE COMMUNITY FOUNDATION IN WALES

This is a grant making charity, you can view its grants here

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.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Established: 25 years

www.communityfoundationwales.org.uk

info@communityfoundationwales.org.uk

02920379580

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£4,166	£2,653	£1,513	£193	£21,785	£351	1.6	11	48
31/03/22		£2,376	£2,281	£95	£179	£23,276	£407	2.1	9	40
31/03/21		£6,739	£6,346	£393	£162	£21,335	£447	0.8	9	30
31/03/20		£4,527	£3,598	£929	£132	£16,746	£212	0.7	7	40
31/03/19		£2,875	£3,027	£-152	£86	£17,090	£141	0.6	7	40
31/03/18		£3,232	£2,566	£666	£135	£16,198	£125	0.6	8	0
31/03/17		£3,053	£3,134	£-81	£165	£15,502	£125	0.5	8	0
31/03/16		£3,905	£3,298	£607	£188	£13,586	£181	0.7	8	0
31/03/15		£2,802	£2,638	£164	£221	£12,722	£134	0.6	9	0
31/03/14	*	£2,700	£2,665	£34	£199	£10,607	£160	0.7	9	0
31/03/13		£2,858	£2,581	£278	£187	£9,611	£200	0.9	7	0
31/03/12	*	£2,365	£2,037	£328	£167	£8,404	£169	1	7	0
31/03/11	*	£2,262	£2,008	£255	£131	£7,843	£121	0.7	6	0
31/03/10	*	£1,742	£1,866	£-124	£163	£6,257	£60	0.4	4	0
31/03/09	*	£1,886	£1,446	£439	£112	£1,698	£72	0.6	5	0
31/03/08	*	£1,200	£1,196	£4	£109	£1,278	£39	0.4	5	0
31/03/07	*	£1,031	£959	£73	£56	£1,389	£82	1	4	0
31/03/06		£770	£880	£-110	£0	£0	£0	n/a	0	0
31/03/05	*	£646	£490	£156	£0	£0	£0	n/a	0	0
31/03/04	*	£392	£360	£31	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 4%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.1

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

11 employees
48 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£145,960
Pears Foundation	£100,000
Dulverton Trust	£50,000
Steve Morgan Foundation	£25,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Seed of Hope Bridgwater
£2,035	21/10/2023	We need materials and equipment to continue harnessing the therapeutic benefits of gardening through gentle exercise, being outdoors in nature and nurturing living plants to grow a hopeful harvest.
Co-Operative Group - Grant to Seed of Hope Glastonbury
£1,014	21/10/2023	We need materials and equipment to continue harnessing the therapeutic benefits of gardening through gentle exercise, being outdoors in nature and nurturing living plants to grow a hopeful harvest.
Co-Operative Group - Grant to Seed of Hope Watchet
£3,952	21/10/2023	We'd like materials and equipment to continue harnessing the therapeutic benefits of gardening through gentle exercise, being outdoors in nature, and nurturing living plants to grow a Hopeful Harvest.
National Lottery Community Fund - Seed of Hope Development project
£35,960	26/07/2023	This funding will be used to support people with mental health problems to improve their lives through recovery based social and therapeutic horticulture. The project aims to improve the wellbeing of ....more This funding will be used to support people with mental health problems to improve their lives through recovery based social and therapeutic horticulture. The project aims to improve the wellbeing of participants.
Quartet Community Foundation - Grant to Community Foundation in Wales
£679	18/05/2023	Regional proportion of Bristol & West ‘97 Endowment Fund
Steve Morgan Foundation - Grant to Community Foundation Wales
£25,000	24/01/2023	For the Community Foundation Wales Communities Together Cost of Living Crisis
Somerset Community Foundation - Increasing Mental Health Recovery through nature-based support in Sedgemoor
£5,000	15/11/2022	Grant to Seed of Hope
Somerset Community Foundation - Developing food growing activities as part of an existing therapeutic horticulture project in Watchet, Bridgwater and Glastonbury
£4,888	28/07/2022	Developing food growing activities as part of an existing therapeutic horticulture project in Watchet, Bridgwater and Glastonbury
Allen Lane Foundation - Grant to Seed of Hope CIC
£6,000	11/07/2022	£6,000 single grant towards running costs of work providing horticultural therapy for people with mental health issues in north west Somerset
Somerset Community Foundation - Installing rainwater harvesting systems at growing spaces in Bridgwater, Watchet and Glastonbury
£1,500	07/07/2022	Installing rainwater harvesting systems at growing spaces in Bridgwater, Watchet and Glastonbury
National Lottery Community Fund - Summer of Hope 22
£10,000	01/07/2022	The funding will be used to fund a not-for-profit social enterprise which helps the lives of people with mental health problems through recovery based social and therapeutic horticulture methods ....more The funding will be used to fund a not-for-profit social enterprise which helps the lives of people with mental health problems through recovery based social and therapeutic horticulture methods using gentle exercise socialisation & friendship informal talking therapy in a calm natural and safe environment.
Quartet Community Foundation - Grant to Community Foundation in Wales
£741	29/04/2022	Regional proportion of Bristol & West ‘97 Endowment Fund
Quartet Community Foundation - Grant to Community Foundation in Wales
£920	26/05/2021	Regional proportion of Bristol & West ‘97 Endowment Fund
Dulverton Trust - Community Foundation Wales - Dulverton Fund
£50,000	12/02/2020	Community Foundation Wales - Dulverton Fund
Pears Foundation - Grant to Community Foundation in Wales
£100,000	06/12/2019 12	Pears Action Learning Fund
National Lottery Community Fund - Building Trust and Foundation Investment in Wales
£100,000	20/05/2019 24	Project Summary :_x000D_ The Community Foundation in Wales (CFiW) will employ a project coordinator to engage with third sector groups and organisations to better understand how they access Trust and ....more Project Summary :_x000D_ The Community Foundation in Wales (CFiW) will employ a project coordinator to engage with third sector groups and organisations to better understand how they access Trust and Foundation funding, what the awareness levels and how they understand funder requirements, as well as identify skills, capacity and confidence issues. Engagement will also take place with Trust and Foundations, in and outside of Wales, to identify what the challenges are in investing in Wales and how this can be improved. The project will benefit at least 150 community groups and charitable organisations from across Wales._x000D_ What Money is for :_x000D_ The grant of £100,000, over two years, will cover salaries, expenses, marketing, monitoring, event and engagement sessions as well as general revenue costs. This forms part of the overall costs.
Pears Foundation - Grant to Community Foundation in Wales
£100,000	22/05/2015 12	The Pears Fund 2015-16
Dulverton Trust - The Dulverton Trust fund renewal 2015/16
£90,000	25/02/2014	The Dulverton Trust fund renewal 2015/16
Dulverton Trust - The Dulverton Trust fund renewal 2014/15
£90,000	27/02/2013	The Dulverton Trust fund renewal 2014/15
National Lottery Community Fund - BIG Match Challenge
£1,100,000	26/02/2013 48	The projects key aim is to increase the awareness of philanthropic giving within Wales. To do this Community Foundation in Wales (CFIW) will raise Â£1million of philanthropic donations by March ....more The projects key aim is to increase the awareness of philanthropic giving within Wales. To do this Community Foundation in Wales (CFIW) will raise Â£1million of philanthropic donations by March 2016. For each donation secured, BIG will match fund the same amount, up to a maximum value of Â£1million. The Â£1million will then be placed in a Trust awarding small grants up to the value of Â£1000 to community groups over a period of 25 years._x000B_
Esmee Fairbairn - Grant to Community Foundation in Wales
£132,600	06/12/2010 36	Towards Core costs Towards the salaries of a development assistant and regional associates.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 29-68

ALUN GRANT EVANS Appointed: 2013, Occupation: Stockbroker

ANNABEL LLOYD Appointed: 2020, Occupation: Communications And Marketing Consultant

DEREK ANTHONY HOWELL Appointed: 2022, Occupation: Chartered Accountant, Other trusteeships: THE NATIONAL BOTANIC GARDEN OF WALES, ARTES MUNDI PRIZE LIMITED,

ELIZABETH RUTH JAMES Appointed: 2022, Occupation: Chartered Accountant

EMMA BEYNON Appointed: 2019, Occupation: Employee

GAENOR WYN HOWELLS Appointed: 2022, Occupation: Managing Director

IAN TANTER THOMAS Appointed: 2022, Occupation: Company Director

KATHRYN MORRIS Appointed: 2013, Occupation: Chartered Accountant, Other trusteeships: YR YMDDIRIEDOLAETH DDARLLEDU GYMREIG (THE WELSH BROADCASTING TRUST), NANTGARW CHINA WORKS TRUST, EGLWYS BRESBYTERAIDD CYMRU - THE PRESBYTERIAN CHURCH OF WALES,

LT COL ANDREW SIMON TUGGEY CBE Appointed: 2018, Other trusteeships: OLD REDINGENSIANS ASSOCIATION LIMITED, UK COMMUNITY FOUNDATIONS, THE ROYAL MONMOUTHSHIRE ROYAL ENGINEERS (MILITIA) CHARITABLE TRUST,

SAMSUNEAR ALI Appointed: 2020, Occupation: Head Of National Programmes

SARAH ELUNED MARY CORSER Appointed: 2020, Occupation: Solicitor

STEVEN GEORGE MORGAN Appointed: 2023, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 15/03/1999, number: 1074655
Registered at Companies House on 19/11/1998, number: 03670680

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: CARDIFF CITIZENS CHARITY
Linked charity: EDUCATION TRUST FOR CARDIFF CITIZENS
Linked charity: EDUCATION FUND FOR DENBIGH AND THE SURROUNDING AREA
Linked charity: MONTGOMERYSHIRE DISTRICT TRUST FUND
Linked charity: THOMAS JOHN JONES MEMORIAL FUND FOR SCHOLARSHIPS AND EXHIBITIONS
Linked charity: THE STANLEY BLIGH MEMORIAL FUND
Linked charity: MONTGOMERYSHIRE INTERMEDIATE AND TECHNICAL EDUCATION FUND
Linked charity: FORMER GIRLS GRAMMAR SCHOOL BRECON
28/03/2014 - Asset transfer in from MARGARET JONES SCHOOL CHARITY
13/07/2015 - Asset transfer in from THE BLAENAU GWENT COUNCIL FOR THE DISABLED
11/11/2015 - Asset transfer in from YMDDIRIEDOLAETH GWOBRAU HAMPSON JONES YSGOL GYFUN RHYDFELEN
13/03/2019 - Asset transfer in from ELIZABETH GUNTER'S CHARITY
03/11/2021 - Asset transfer in from T D JONES (LLANFAIR CLYDOGAU)
16/12/2021 - Asset transfer in from TYTHEGSTON LOWER RELIEF IN SICKNESS CHARITY
20/01/2022 - Asset transfer in from CHARITY OF GRIFFITH ROBERTS
06/07/2022 - Asset transfer in from CHARITY OF HENRY JOHN RANDALL
28/10/2022 - Asset transfer in from ABERDARE CHILDREN'S AND PARENTS CENTRE
16/02/2024 - Asset transfer in from THE NORTH-EAST WALES PHYSICS, CHEMISTRY AND MATHEMATICS GRADUATES HELP FUND
Linked charity: THE RUDBAXTON PARISH EDUCATION FUND
Linked charity: THE MONMOUTHSHIRE FURTHER EDUCATION TRUST FUND

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR14: 68 days late, AR12: 141 days late, AR11: 53 days late, AR10: 215 days late, AR09: 90 days late, AR08: 438 days late, AR07: 0 days late, AR05: 1 days late, AR04: 5 days late,

Recent reorganisation events:

Asset transfer in from T D JONES (LLANFAIR CLYDOGAU) on 03/11/2021

....more

Main office

Community Foundation in Wales
24 St. Andrews Crescent
Cardiff
CF10 3DD

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN WALES INCLUDING THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL, AND THE RELIEF OF POVERTY AND SICKNESS AND OTHER EXCLUSIVELY CHARITABLE PURPOSES WHICH ARE BENEFICIAL TO THE COMMUNITIES IN WALES.OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE, IN THE OPINION OF THE TRUSTEES, BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT.

Defined Area of Benefit:

WALES

Data Sources