Finance Score: -2
Governance Score: 9
Support Score: 12
  • Multiple Deficits: -2
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +12
Overall GiG Score: 19 ?

INSTITUTE OF WELSH AFFAIRS

The Institute of Welsh Affairs is a membership-based think-tank and policy research institute aimed at promoting new thinking on Welsh issues. Its activities include the publication of research reports and discussion papers, and the organisation of seminars and conferences throughout Wales covering a range of interests, including the economy, education, health, and the environment.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/24£414£402£11n/an/an/an/an/an/a
31/03/23£483£399£84n/an/an/an/an/an/a
31/03/22£341£423£-82n/an/an/an/an/an/a
31/03/21£450£369£80n/an/an/an/an/an/a
31/03/20?£302£341£-39n/an/an/an/an/an/a
31/03/18£327£314£13n/an/an/an/an/an/a
31/03/17£253£269£-17n/an/an/an/an/an/a
31/03/16£295£297£-2n/an/an/an/an/an/a
31/03/15£391£309£82n/an/an/an/an/an/a
31/03/14£383£467£-84n/an/an/an/an/an/a
31/03/13£428£462£-34n/an/an/an/an/an/a
31/03/12£419£438£-19n/an/an/an/an/an/a
31/03/11£379£404£-25n/an/an/an/an/an/a
31/03/10£345£318£27n/an/an/an/an/an/a
31/03/09£263£260£2n/an/an/an/an/an/a
31/03/08£263£260£2n/an/an/an/an/an/a
31/03/07£304£306£-2n/an/an/an/an/an/a
31/03/06£521£515£6n/an/an/an/an/an/a
31/03/05£281£300£-19n/an/an/an/an/an/a
31/03/04£308£298£10n/an/an/an/an/an/a

Senior Staff Costs/Total Spending: 25%
Highest pay band: £80,000-£90,000
Established: 25 years
(37 years as a company)

www.iwa.wales

info@iwa.org.uk

02920484387

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • Legal & financial advice
How it operates
  • Acts as an umbrella or resource body
  • Sponsors or undertakes research
Where it operates
  • Throughout Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Friends Provident Foundation£219,000
Joseph Rowntree Foundation£135,084
The Legal Education Foundation£125,000
Esmee Fairbairn£15,000
National Lottery Community Fund£10,000
Specific Donations
Amount When
Months
To be used for
The Legal Education Foundation - Fostering understanding and participation in Wales’ ongoing constitutional discussion
£125,000 09/11/2022
Research and engagement with civil society on key constitutional developments affecting Wales, such as consequences of Brexit and approaches to devolution.
Friends Provident Foundation - IWA Core 2022
£100,000 01/08/2022
The IWA is an independent Welsh think tank, developing politically independent ideas to make Wales better. Our vision is to help create a Wales where everyone can flourish. Since its inception in 1987, the IWA has been at the forefront of ....more
Joseph Rowntree Foundation - Grant to Institute of Welsh Affairs
£135,084 27/11/2021
Media in Wales
Friends Provident Foundation - Institute of Welsh Affairs Re-energising Wales - promising ideas fund
£9,000 01/07/2021
Follow on work to extend the reach of the previous 3 year grant of the same name funded by us
Friends Provident Foundation - Institute of Welsh Affairs-Core funding
£100,000 01/08/2020
The IWA is Wales' leading independent think tank, with a track record of shaping debates and influencing change in Wales through policy research, publications, and agenda-setting events. Our recent policy work has been funded on a per-project basis. ....more
National Lottery Community Fund - COVID-19 - Rethinking Wales: Communities
£10,000 07/07/2020
12
Institute of Welsh Affairs in Cardiff will help to develop the policy responses for Wales once the immediate COVID-19 crisis has passed. £10000 will fund staff and a contribution to running costs. Bydd Sefydliad Materion Cymru yng Nghaerdydd yn ....more
Friends Provident Foundation - Institute of Welsh Affairs -Our Land
£10,000 01/06/2020
This short piece of work will fund engagement with key stakeholders to explore attitudes and motivations around and barriers and enablers of community involvement in land use. It will focus on landowners (public and private); policy makers (national ....more
Esmee Fairbairn - Grant to Institute of Welsh Affairs
£15,000 07/05/2020
9
Towards Our Land: support to scope and develop a project
Friends Provident Foundation - Institute of Welsh Affairs - Re-Energising Wales
£75,000 13/09/2016
Re-Energising Wales is a project to re-energise the Welsh economy by developing Wales' comparative advantages in renewable energy. The IWA is seeking support to devise a practical blueprint for making Wales a net exporter of renewable energy, ....more
Esmee Fairbairn - Grant to Institute of Welsh Affairs
£20,000 29/09/2014
Towards core costs of an organisation that promotes the economic, social, environmental and cultural wellbeing of people in Wales.
Esmee Fairbairn - Grant to Institute of Welsh Affairs
£90,000 15/09/2011
Towards the salary of a research officer.
Esmee Fairbairn - Grant to Institute of Welsh Affairs
£75,000 26/03/2008
36
Towards Core costs Towards the salary of a junior researcher.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 35-68
  • ALISON COPUS Appointed: 2018, Occupation: Strategic Director, Communications & Engagement
  • ANTHONY PICKLES Appointed: 2018, Occupation: Head Of Tourism Affairs, Visitbritain
  • AURIOL JANE VERONA MILLER Appointed: 2024, Occupation: Chief Executive
  • BEN GORDON JOAKIM (Chair) Appointed: 2023, Occupation: Entrepreneur
  • DR ELIZABETH ZAIDEE HAYWOOD Appointed: 2023, Occupation: Independent Consultant
  • HELEN FRANCIS MORTLOCK PEARCE Appointed: 2016, Occupation: Solicitor
  • JESSICA MCQUADE Appointed: 2023, Occupation: Environmental Policy And Advocacy Specialist
  • KELLY MARIE ROBERTS Appointed: 2023, Occupation: Policy And Partnerships Manager
  • SAMUEL RICHARD EVANS Appointed: 2023, Occupation: Charity Worker
Legal constitution
  • Charitable company registered in England & Wales on 01/12/1999, number: 1078435
  • Registered at Companies House on 22/07/1987, number: 02151006
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

Institute Of Welsh Affairs
Room 6.01
SBARC
Maindy Road
Cardiff
CF24 4HQ

Objectives

2.1 The Objects of the Charity are to advance the education of the general public of, and to promote research into (and the publication of the results thereof), socio-economics, politics, science and technology, including but not limited to:-(a) the effect of socio-economic, political and scientific factors on public policy; and(b) the effect of socio-economic, financial, political, environmental and international factors on the living standards of all sections of the community.

Defined Area of Benefit:

WALES

Data Sources

Charity Commission for England and Wales
360 Giving

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