The Community Foundation in Wales
What it does
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.
Its charitable purposes
THE OBJECT OF THE CHARITY IS THE RELIEF OF FINANCIAL HARDSHIP OF DESERVING INDIVIDUALS OR A GROUP OF DESERVING INDIVIDUALS ORDINARILY RESIDENT IN CARDIFF BY MAKING GRANTS OF MONEY FOR THE PROVISION OF GOODS, SERVICES OR FACILITIES.
Causes
- What it works on
- General charitable purposes
- Education and training
- Preventing or relieving poverty
- Arts, culture, heritage and science
- Environment, conservation and heritage
- Recreation
- Who it helps
- Children and young people
- Older people
- Disabled people
- People of a particular ethnic or racial origin
- Other charities and voluntary bodies
- Other defined groups
- How it works
- Makes grants to individuals
- Makes grants to organisations
- Provides services
- Sponsors or carries out research
- Acts as an umbrella or resource body
Where it works
- Elsewhere
- Throughout England and Wales
Area of benefit in its governing document: City of Cardiff
Income and spending
In the year ending 31 March 2026, it had income of £3,188,872 and spent £3,450,274.
| Year ending | Income | Spending | Paid staff | Volunteers |
|---|---|---|---|---|
| 31 March 2026 | £3,188,872 | £3,450,274 | 13 | 35 |
| 31 March 2025 | £3,138,065 | £3,239,089 | 12 | 41 |
| 31 March 2024 | £3,907,757 | £4,487,531 | 11 | 44 |
| 31 March 2023 | £4,165,974 | £2,653,208 | 11 | 48 |
| 31 March 2022 | £2,375,530 | £2,280,979 | 9 | 40 |
Financial position
Separate measures from the charity's own returns and accounts, each with its year. Read them together: no single measure says how well a charity is run.
- Income over time
- Up 34%, from £2,375,530 in the year to 31 March 2022 to £3,188,872 in the year to 31 March 2026.
- Spending against income
- It spent 108% of its income in the year to 31 March 2026. It spent more than its income in 3 of the 5 years shown.
- Largest funder
- Welsh Government gave £64,000 in the year to 31 March 2026, 2% of that year's income.
Government funding, as the charity reported it
Government grants in the year ending 31 March 2026: £64,000 from 1 grant. Government contracts: Not reported.
| Year ending | Government grants | Government contracts |
|---|---|---|
| 31 March 2026 | £64,000 from 1 grant | Not reported |
| 31 March 2025 | £50,000 from 1 grant | Not reported |
| 31 March 2024 | £50,000 from 1 grant | Not reported |
| 31 March 2023 | £40,677 from 1 grant | Not reported |
| 31 March 2022 | £40,677 from 1 grant | Not reported |
Where its income came from in the year ending 31 March 2026
- Donations and legacies£1,073,090
- Charitable activities, including grants and contracts for its work£2,234,546
- Investments£592,730
Who funds it, according to its accounts
In its accounts for the year ending 31 March 2026, the charity named 1 funder who gave £64,000. £64,000 of that came from public bodies.
These figures were read from the accounts the charity filed with the Charity Commission by Claude, an AI model, in OpenEconomy's accounts reader. AI can misread a table, so check the accounts on the register before relying on a figure.
| Funder | Type | Mar 2026 | Mar 2025 | Mar 2024 |
|---|---|---|---|---|
| Welsh Government | Welsh Government | £64,000 | £50,176 | £50,000 |
| Cost of Living Fund | Trust, company or other | £1,243,307 | ||
| Principality | Trust, company or other | £408,946 | ||
| Ashley Family Foundation | Trust, company or other | £220,247 | ||
| The National Lottery Community Fund | National Lottery | £61,778 | ||
| Welsh Procurement Alliance | Trust, company or other | £57,000 | ||
| Wesleyan | Trust, company or other | £35,000 | ||
| Nation of Sanctuary Croeso Fund | Trust, company or other | £20,316 |
Grants awarded to it, published on 360Giving
Funders that publish to 360Giving list 26 grants to this charity since 2009, worth at least £6,528,310.
By funder
- UK Community Foundations£4,377,764, 4 grants
- The National Lottery Community Fund£1,200,000, 2 grants
- Postcode Community Trust£550,000, 2 grants
- Pears Foundation£200,000, 2 grants
- Esmée Fairbairn Foundation£132,600, 1 grant
- Steve Morgan Foundation£50,000, 2 grants
- SHAREGIFT£10,000, 1 grant
- Quartet Community Foundation£6,696, 10 grants
- Oxfordshire Community Foundation£1,250, 2 grants
| Awarded | Grant | Amount |
|---|---|---|
| 30 May 2025 | Quartet Community Foundation | £638 |
| 20 May 2025 | Postcode Community Trust | £300,000 |
| 5 Mar 2025 | Oxfordshire Community Foundation | £1,000 |
| 4 Jul 2024 | Postcode Community Trust | £250,000 |
| 8 May 2024 | Quartet Community Foundation | £714 |
| 14 Dec 2023 | Steve Morgan Foundation | £25,000 |
| 18 May 2023 | Quartet Community Foundation | £679 |
| 20 Mar 2023 | Oxfordshire Community Foundation | £250 |
| 24 Jan 2023 | Steve Morgan Foundation | £25,000 |
| 29 Apr 2022 | Quartet Community Foundation | £741 |
All 26 grants
| Awarded | Grant | Amount |
|---|---|---|
| 26 May 2021 | Quartet Community Foundation | £920 |
| 22 Jun 2020 | UK Community Foundations | £1,119,780 |
| 22 Jun 2020 | UK Community Foundations | £58,936 |
| 1 Jun 2020 | Quartet Community Foundation | £630 |
| 27 Mar 2020 | UK Community Foundations | £228,759 |
| 27 Mar 2020 | UK Community Foundations | £2,970,290 |
| 6 Dec 2019 | Pears Foundation | £100,000 |
| 25 Jun 2019 | Quartet Community Foundation | £670 |
| 20 May 2019 | The National Lottery Community Fund | £100,000 |
| 2 Jul 2018 | Quartet Community Foundation | £636 |
| 26 Jun 2017 | Quartet Community Foundation | £644 |
| 3 Aug 2016 | Quartet Community Foundation | £424 |
| 22 May 2015 | Pears Foundation | £100,000 |
| 26 Feb 2013 | The National Lottery Community Fund | £1,100,000 |
| 6 Dec 2010 | Esmée Fairbairn Foundation | £132,600 |
| 10 Feb 2009 | SHAREGIFT | £10,000 |
Payments from public bodies, from their spending data
Public bodies' published spending shows 3 payments to this charity worth £3,000,000 between 31 March 2022 and 30 March 2023.
| Public body | Paid | Payments | Financial years |
|---|---|---|---|
| Welsh Government | £3,000,000 | 3 | 2021/22, 2022/23 |
Trustees
11 trustees run the charity.
- Andrew Simon Tuggey CBE DL
- Annabel Lloyd
- Derek Anthony Howell
- Dr DAVID WYN DAVIES
- Elizabeth Ruth James
- Gaenor Wyn Howells
- Ian Tanter Thomas
- Judith Stella Rhys
- Neil Moss
- Osian Prys Elis
- Steven George Morgan
Filing record
Of the last 5 annual returns that were due, 5 arrived by the deadline.
| Year ending | Due | Annual return | Accounts |
|---|---|---|---|
| 31 March 2026 | 31 January 2027 | Received 8 October 2026, 115 days early | Received 8 October 2026 |
| 31 March 2025 | 31 January 2026 | Received 19 November 2025, 73 days early | Received 19 November 2025 |
| 31 March 2024 | 31 January 2025 | Received 11 December 2024, 51 days early | Received 11 December 2024 |
| 31 March 2023 | 31 January 2024 | Received 31 January 2024 | Received 31 January 2024 |
| 31 March 2022 | 31 January 2023 | Received 21 December 2022, 41 days early | Received 21 December 2022 |
About this charity
- Charity number
- 1074655
- Status
- Registered
- Registered with the Commission
- 15 March 1999
- Governing document
- SCHEME OF 6TH DECEMBER 1957 AS AMENDED BY A SCHEME OF 1 APRIL 2009
- Company number
- 03670680This company on OpenEconomyThis company on Companies House
- Website
- www.communityfoundationwales.org.uk
- Council area of its contact address
- Cardiff
Sources
- Register details, income, spending, trustees and filing dates: Charity Commission for England and Wales, register of charities. Loaded by OpenEconomy on 2 November 2026.
- Funding from accounts: the charity's filed accounts, read by OpenEconomy's AI accounts reader on 1 November 2026.
- Grants awarded: 360Giving open grants data, from funders that publish there. Loaded by OpenEconomy on 2 November 2026.
- Payments from public bodies: each body's own published spending data, matched to the charity by OpenEconomy. 5 public bodies' data is included so far.