CWM Taf Morgannwg NHS General Charitable Fund

Analysis

CWM Taf Morgannwg NHS General Charitable Fund is a registered charity in England and Wales, based in Pontyclun. It was registered in October 1995, 31 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and disability, which this site groups under health and saving lives. It says it acts as an umbrella or resource body.

In the financial year ending March 2025, CWM Taf Morgannwg NHS General Charitable Fund reported income of £697k and spending of £770k, spending 110% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income fell from £783k to £697k (-11%), an average of -2.9% a year. The sharpest change came in the year to March 2024, when income rose by 182%. Over the whole period it spent 84% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, CWM Taf Morgannwg NHS General Charitable Fund sits at the 87th percentile: it is larger than about 86% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include Neuroendocrine Cancer UK (£696k), Rotherham Doncaster and South Humber NHS Foundation Trust Charitable Fund (£697k) and FFCC Limited (£695k).

In its latest detailed accounts, income came from donations and legacies 84% and investments 16%. Gifts in wills alone brought in £176k. Charitable activities took 94% of spending and raising funds 1.5%. Grants to other organisations totalled £590k. Reserves of £3.1m would cover about 46 months of spending at that rate.