The Montgomery Welfare Fund

The Charity operates in the boundaries of the Town of Montgomery and has income from investments and rents from land owned by the charity. The income is distributed to the elderly and those who may be in need of help

In the charity's own words, from the register.

In Wales

• Powys

Area of benefit in its governing document: Borough of Montgomery.

The places the charity told the Commission it works in.

In the year ending 31 March 2026, it had income of £3,726 and spent £3,529.

Figures as the charity reported them to the Charity Commission. Staff and volunteer numbers are only asked of charities with income over £10,000. A year with no row was not reported.

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 13%, from £3,303 in the year to 31 March 2022 to £3,726 in the year to 31 March 2026.

Spending against income

It spent 95% of its income in the year to 31 March 2026. It spent more than its income in 3 of the 5 years shown.

From the annual returns the charity filed with the Charity Commission. The largest funder comes from its accounts, read by AI.

No grants to this charity appear in 360Giving data.

Only funders that publish their grants to 360Giving are included, and many do not. These are amounts funders awarded, which can differ from what the charity received in a given year, so they are shown apart from the accounts figures above.

5 trustees run the charity.

• CLLR David Richard Ernest JonesChair
• Cllr Robert James HarperAppointed 23 May 2024
• Dr Claire WestonAppointed 12 May 2026
• Mr Haydn AndrewAppointed 7 June 2016
• Rev Paulette Rose-Mary de Garis GowerAppointed 16 May 2023

Trustees are responsible in law for the charity. Names are as they appear on the public register.

Of the last 5 annual returns that were due, 5 arrived by the deadline.

Charities with income over £10,000 send an annual return within 10 months of their year end, and those over £25,000 also send their accounts. Smaller charities only update their income and spending on the register. The dates are when the Commission received each document.

Charity number

214767

Status

Registered

Registered with the Commission

24 June 1968

Governing document

SCHEME OF 8 FEBRUARY 1968.

Council area of its contact address

Powys

• Register details, income, spending, trustees and filing dates: Charity Commission for England and Wales, register of charities. Loaded by OpenEconomy on 2 November 2026.
• Grants awarded: 360Giving open grants data, from funders that publish there, as loaded by OpenEconomy.

• This charity on the Charity Commission register
• 360Giving open grants data
• This charity on OpenEconomy

• OpenCouncil: Powys Council's meetings and decisions
• OpenEconomy: Powys's economy in figures
• OpenSenedd: the Members of the Senedd for Brycheiniog Tawe Nedd
• OpenSenedd: the Members of the Senedd for Gwynedd Maldwyn