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South Wales Miners Welfare Trust Fund Scheme

The charity is a grant making trust and which applies its income in accordance with the trust deed dated 20 March 1978 for such charitable purposes within the objects of the coal industry social welfare organisation (Charity No 1015581) in any county, any part of which is for the time being comprised of the South Wales Coalfield.

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Activities & Mission

The charity is a grant making trust and which applies its income in accordance with the trust deed dated 20 March 1978 for such charitable purposes within the objects of the coal industry social welfare organisation (Charity No 1015581) in any county, any part of which is for the time being comprised of the South Wales Coalfield.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Region

Financial Information

Latest Income
£695,654
Latest Expenditure
£1,178,886

Financial Efficiency

Program Ratio 164.9%
% of income going directly to charitable activities

Higher than 95% of UK Charitable activities charities with income £100K to £1M (sample: 1431). How is this calculated?

Overall Efficiency 97.3%
% of expenditure going to programs (vs overhead)

Higher than 45% of UK Charitable activities charities with income £100K to £1M. How is this calculated?

Administrative Ratio 3.5%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 45% of UK Charitable activities charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £19,855
Charitable Activities £509,628
Other Trading £53
Investments £166,118
Other Income £0

Expenditure Categories

Charitable Expenditure £1,146,824
Raising Funds £32,062
Governance £9,422
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£695,654
£1,178,886£1,146,824£8,126,916£1,427,08318 / 0
2023
£897,889
£1,108,795£1,076,699£8,232,009£56,23917 / 0
2022
£598,554
£1,015,917£982,355£8,187,681£52,06516 / 0
2021
£452,606
£580,9430 / 0
2020
£433,606
£655,7340 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about South Wales Miners Welfare Trust Fund Scheme

What does South Wales Miners Welfare Trust Fund Scheme do?

The charity is a grant making trust and which applies its income in accordance with the trust deed dated 20 March 1978 for such charitable purposes within the objects of the coal industry social welfare organisation (Charity No 1015581) in any county, any part of which is for the time being comprised of the South Wales Coalfield.

How much income did South Wales Miners Welfare Trust Fund Scheme report in 2024?

South Wales Miners Welfare Trust Fund Scheme reported total income of £696k and reported expenditure of £1.18m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is South Wales Miners Welfare Trust Fund Scheme?

South Wales Miners Welfare Trust Fund Scheme has a program ratio of 164.9%, meaning that share of its income goes directly to charitable activities. This is higher than 95% of UK Charitable activities charities with income £100K to £1M (sample of 1431 charities). See our methodology for how this is calculated.

When was South Wales Miners Welfare Trust Fund Scheme registered as a charity?

South Wales Miners Welfare Trust Fund Scheme was registered with the Charity Commission for England and Wales on 25 April 1978 as charity number 507439. It has been registered for 48 years.

Who runs South Wales Miners Welfare Trust Fund Scheme?

South Wales Miners Welfare Trust Fund Scheme is governed by a board of 5 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does South Wales Miners Welfare Trust Fund Scheme operate?

South Wales Miners Welfare Trust Fund Scheme operates in Wales, as recorded in its Charity Commission filing.

Is South Wales Miners Welfare Trust Fund Scheme a registered charity?

Yes — South Wales Miners Welfare Trust Fund Scheme is a registered charity in England and Wales, charity number 507439.

Details

Address
National Union Of Mineworkers
Unit 2
Maritime Offices
Woodland Terrace
Maesycoed
PONTYPRI
Registration Date
25 April 1978
Status
Registered

Registry Information

Organisation Number
507439
Charity Number
507439

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Other notable Charitable activities charities

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Trustees

Christopher Earland
KEVIN THOMAS WILLIAMS
Also governs 1 other charity
MARTIN ROY PARSONS
Also governs 1 other charity
Peter Lawrence

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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