CARDIFF METROPOLITAN UNIVERSITY

Charity Number: 1140762
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Teaching and research opportunities for the public benefit

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£144,860,000

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £18.00k
Charitable activities £143.08m
Other trading activities £0
Investments £1.77m
Other £0

Total expenditure:
£144,897,000

Text alternative for this canvas graphic is in the data table below.
Raising funds £0
Charitable activities £144.90m
Other £0

£0 investments gains (losses)

Total income includes £2,753,603 from 7 government contract(s) and £13,526,154 from 14 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £0
Charitable expenditure £144.90m

People

1689 Employee(s)

21 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 139
£70k to £80k 47
£80k to £90k 29
£90k to £100k 10
£100k to £110k 8
£110k to £120k 3
£120k to £130k 1
£130k to £140k 1
£140k to £150k 4
£200k to £250k 1

One or more of the employees were formerly trustees

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Caerphilly
  • Cardiff
  • Denbighshire
  • Neath Port Talbot
  • Rhondda Cynon Taff
  • Southwark
  • Vale Of Glamorgan
  • Bulgaria
  • China
  • Egypt
  • Greece
  • India
  • Ireland
  • Lebanon
  • Malaysia
  • Morocco
  • Singapore
  • South Africa
  • South Korea
  • Sri Lanka

Governance

Registration history:
  • 10 March 2011: Standard registration
  • 22 May 2012: Funds received from 1122289 UWIC FOUNDATION
Organisation type:
Other
Other names:
  • UNIVERSITY OF WALES INSTITUTE CARDIFF (Previous name)
  • UWIC (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

21 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
John Edward Taylor CBE Chair 01 August 2021
None on record
Dr Cathryn Elizabeth Withycombe Trustee 01 December 2024
None on record
Professor Helen Jane Marshall OBE Trustee 01 August 2024
None on record
Kevin Savio Marc Coutinho Trustee 22 February 2024
None on record
Dr Giri Shankar MBE Trustee 22 February 2024
None on record
Professor Rachael Elizabeth Langford Trustee 01 February 2024
THE OFFICE OF THE INDEPENDENT ADJUDICATOR FOR HIGHER EDUCATION
Received: On time
Fergus Gerard Feeney Trustee 19 October 2023
None on record
Kellie Louise Beirne Trustee 19 October 2023
None on record
PETER DUNCAN KENNEDY Trustee 19 October 2023
THE REPRESENTATIVE BODY OF THE CHURCH IN WALES
Received: On time
Dr Iva Gray Trustee 19 October 2023
None on record
Dr Clare Frances Glennan Trustee 01 August 2023
None on record
Rewathi Viswanatham Trustee 01 July 2023
CARDIFF MET STUDENTS' UNION
Received: On time
Charlotte Elizabeth Bull Trustee 12 December 2022
None on record
Kirsty Ann Palmer Trustee 09 December 2021
SCOUTSCYMRU
Received: On time
Matthew Tossell Trustee 01 August 2021
THE CATHEDRAL SCHOOL (LLANDAFF) LIMITED
Received: On time
Roisin Lara Connolly Trustee 01 August 2021
None on record
Christopher Pilgrim Trustee 01 August 2021
None on record
Karen Marie Fiagbe Trustee 01 August 2021
None on record
Paul Matthews Trustee 01 May 2020
None on record
Menai Peris Owen-Jones Trustee 01 May 2020
None on record
John Scott Waddington Trustee 27 November 2018
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £107.12m £122.29m £137.18m £153.23m £144.86m
Total expenditure £108.41m £119.43m £137.89m £147.64m £144.90m
Income from government contracts £1.10m £1.23m £1.38m £1.11m £2.75m
Income from government grants £7.31m £17.46m £18.87m £21.38m £13.53m
Income - Donations and legacies £27.00k £3.00k £23.00k £12.00k £18.00k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £106.95m £122.17m £136.95m £151.95m £143.08m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £148.00k £117.00k £199.00k £1.27m £1.77m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £108.41m £119.43m £137.89m £147.64m £144.90m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £61.00k £73.00k £94.00k £89.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £163.21m £164.11m £168.64m £181.42m £185.88m
Long-term investments £0 £0 £1.83m £1.83m £0
Other assets £37.26m £57.01m £73.58m £68.49m £52.67m
Defined benefit pension scheme asset or liability -£126.66m -£119.76m -£48.67m -£6.21m -£1.94m
Total liabilities £42.70m £49.92m £59.03m £57.25m £50.99m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 29 May 2025 On Time
Accounts and TAR 31 July 2024 29 May 2025 On Time Download Open in new window
Annual return 31 July 2023 20 May 2024 On Time
Accounts and TAR 31 July 2023 20 May 2024 On Time Download Open in new window
Annual return 31 July 2022 26 April 2023 On Time
Accounts and TAR 31 July 2022 26 April 2023 On Time Download Open in new window
Annual return 31 July 2021 14 April 2022 On Time
Accounts and TAR 31 July 2021 06 June 2022 6 days late Download Open in new window
Annual return 31 July 2020 11 May 2021 On Time
Accounts and TAR 31 July 2020 11 May 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

ARTICLES OF GOVERNMENT DATED 12 DECEMBER 1994 AS AMENDED ON 1 NOVEMBER 2011

Charitable objects

FROM THE EDUCATION REFORM ACT 1988 AS AMENDED: (A) TO PROVIDE HIGHER EDUCATION; (B) PROVIDE FURTHER EDUCATION; (C) TO CARRY OUT RESEARCH AND TO PUBLISH THE RESULTS OF THE RESEARCH OR ANY OTHER MATERIAL ARISING OUT OF OR CONNECTED WITH IT IN SUCH MANNER AS THE CORPORATION THINK FIT; (D) TO DO ANYTHING WHICH APPEARS TO BE NECESSARY OR EXPEDIENT FOR THE PURPOSE OF OR IN CONNECTION WITH THE EXERCISE OF ANY OF THE POWERS CONFERRED ON IT BY SUBSECTIONS 124 (1) AND (2) OF THE 1988 ACT,

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Llandaff Campus
Western Avenue
Cardiff
CF5 2YB
Phone:
02920416072
Email:
izone@cardiffmet.ac.uk
Website:

www.cardiffmet.ac.uk Open in new window