Finance Score: -3

Governance Score: 0

Support Score: 3

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Grant maker support: +3

Overall GiG Score: 0

CWM TAF MORGANNWG NHS GENERAL CHARITABLE FUND

For any charitable purpose or purposes relating to service provided by Cwm Taf Local Health Board

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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		£353	£669	£-316	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£627	£403	£224	£0	£4,222	£3,085	91.9	2	0
31/03/21		£783	£388	£395	£0	£3,836	£2,885	89.2	2	0
31/03/20		£1,467	£533	£934	£0	£3,082	£2,128	47.9	2	12
31/03/19		£209	£238	£-29	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£322	£289	£33	£0	£0	£0	n/a	0	0
31/03/17		£797	£221	£576	£0	£2,046	£1,110	60.3	0	0
31/03/16		£388	£251	£137	£0	£0	£0	n/a	0	0
31/03/15		£349	£283	£65	£0	£0	£0	n/a	0	0
31/03/14		£231	£344	£-113	£0	£0	£0	n/a	0	0
31/03/13		£325	£340	£-15	£0	£0	£0	n/a	0	0
31/03/12		£461	£446	£15	£0	£0	£0	n/a	0	0
31/03/11		£344	£440	£-96	£0	£0	£0	n/a	0	0
31/03/10		£463	£398	£65	£0	£0	£0	n/a	0	0
31/03/09		£427	£459	£-32	£0	£0	£0	n/a	0	0
31/03/08		£302	£334	£-32	£0	£0	£0	n/a	0	0
31/03/07	*	£260	£358	£-98	£0	£0	£0	n/a	0	0
31/03/06		£231	£389	£-158	£0	£0	£0	n/a	0	0
31/03/05		£437	£319	£117	£0	£0	£0	n/a	0	0
31/03/04		£404	£322	£82	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

Daxa.Varsani@wales.nhs.uk

01443443810

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

General hospitals

How it operates

Acts as an umbrella or resource body

Where it operates

Throughout Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

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.

Specific Donations

Amount	When Months	To be used for
Nesta - AC01338
£34,000	05/05/2021 11	HARP Nourish (Scale & Sustain) - Y Lab programme grant to Cwm Taf Morgannwg University Health Board Grant Ref AC01338

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

CWM TAF LOCAL HEALTH BOARD

Legal constitution

Charity registered in England & Wales on 10/10/1995, number: 1049765

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints 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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 1 days late,

Recent reorganisation events:

Asset transfer in from MAESTEG HOSPITAL FUND on 16/05/2019

Main office

GENERAL CHARITABLE FUND
DEWI SANT HOSPITAL
ALBERT ROAD
PONTYPRIDD
MID GLAMORGAN
CF37 1LB

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources