Finance Score: 2
Governance Score: 9
Support Score: 17
  • Strong growth: +2
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +17
Overall GiG Score: 28 ?

THE BEVAN FOUNDATION 

The Bevan Foundation develops solutions to inequality and injustice, aiming to tackle the root causes of social and economic problems, especially in Wales. We use evidence to develop new policies and practice, and encourage debate by publishing our own and others? work and organising events.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition
  • This charity is based in an area of high deprivation

Financial issues to consider:

  • 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
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£425£395£30n/an/an/an/an/a2
31/03/22£350£345£5n/an/an/an/an/a3
31/03/21£524£428£96£35£283£1574.470
31/03/20£313£286£27n/an/an/an/an/a3
31/03/19£259£233£26n/an/an/an/an/a3
31/03/18£244£176£68£0£0£0n/a00
31/03/17£128£154£-26£0£0£0n/a00
31/03/16£156£131£25£0£0£0n/a00
31/03/15£139£146£-6£0£0£0n/a00
31/03/14£164£134£30£0£0£0n/a00
31/03/13£159£172£-13£0£0£0n/a00
31/03/12£153£146£7£0£0£0n/a00
31/03/11£166£196£-30£0£0£0n/a00
31/03/10£165£138£27£0£0£0n/a00
31/03/09£135£118£18£0£0£0n/a00
31/03/08£115£107£8£0£0£0n/a00
31/03/07£95£94£1£0£0£0n/a00
31/03/06£77£69£8£0£0£0n/a00
31/03/05*£85£91£-6£0£0£0n/a00

Senior Staff Costs/Total Spending: 20%
Highest pay band: £60,000-£70,000
Established: 20 years
(23 years as a company)

www.bevanfoundation.org

info@bevanfoundation.org

01685350938

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Social advocacy & research
How it operates
  • Other charitable activities
Where it operates
  • Throughout England And Wales,
  • This charity is based in an area of high deprivation
Who it helps
  • The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Lloyds Bank Foundation£200,085
Justice Together Initiative£100,024
Paul Hamlyn Foundation£95,000
National Lottery Community Fund£39,595
Nationwide Foundation£25,000
AB Charitable Trust£20,000
Specific Donations
Amount When
Months
To be used for
Nationwide Foundation - Bevan Foundation Research Grant
£25,000 09/11/2023
To encourage the Welsh Government to recognise the benefits of the development of socially- and publicly- owned land for affordable housing and to adopt a more strategic approach
Lloyds Bank Foundation - Grant to Bevan Foundation
£139,193 19/10/2023
36
Grant over 3 years to support influencing change at the national level
National Lottery Community Fund - Wales COL - Supporting people with NRPF in the cost of living crisis
£9,921 21/03/2023
The Bevan Foundation in Merthyr Tydfil's grant of £9921 will allow them to offer practical support to marginalised and vulnerable migrants during the cost of living crisis. The grant will cover ....more
Lloyds Bank Foundation - One off gift towards cost of living crisis to Bevan Foundation
£2,250 14/12/2022
One off gift to support with the cost of living crisis
AB Charitable Trust - A grant to The Bevan Foundation
£20,000 06/10/2022
A restricted grant of £20,000 towards the Access to Immigration Advice project. The Bevan Foundation is a Welsh think-tank which focuses on reducing injustice and inequality by developing proposals ....more
Lloyds Bank Foundation - Grant to Bevan Foundation
£19,512 23/09/2022
Grant to Bevan Foundation to support with welfare
National Lottery Community Fund - COVID-19 - Solutions to high housing costs after covid
£9,813 11/07/2022
The Bevan Foundation in Merthyr Tydfil will work closely with people who need housing to learn from their experiences of trying to access help with housing costs following the COVID-19 pandemic. ....more
Justice Together Initiative - Better access to fair, timely and good quality immigration advice in Wales
£100,024 08/06/2022
Utilising robust evidence and through building a coalition of support for change, comprising groups with lived experience of the migration system, lawyers and other bodies. They will seek to shape ....more
Lloyds Bank Foundation - Welfare grant to Bevan Foundation
£39,130 07/12/2020
15
15 Months Grant to Bevan Foundation under the Welfare policy and influencing funding programme
National Lottery Community Fund - COVID-19 - Pathways out of pandemic
£9,985 22/06/2020
7
The Bevan Foundation in Merthyr Tydfil will use £9985 to develop practical solutions to support people and communities which have been hardest hit by measures to prevent the spread of COVID-19. Bydd ....more
Paul Hamlyn Foundation - Embedding lived experience in migration policy debates in Wales
£95,000 16/03/2020
The Bevan Foundation develop new, practical ideas to make Wales fair, prosperous and sustainable, working with people affected by inequality and injustice. This grant supports Bevan to explore and ....more
National Lottery Community Fund - Why Wales is my home: inclusion of EU migrants
£9,876 18/12/2019
2
The Bevan Foundation will bring together local residence and the local community in areas across south Wales. £9,876 will fund a project officer, running costs, travel, room hire, refreshments, ....more
Friends Provident Foundation - The Bevan Foundation-Building Economic Resilience in the South Wales Valleys
£70,150 11/09/2018
Our objective is to develop a robust programme of action to achieve a step-change in the economic resilience of the Heads of the Valleys area of south Wales, one of the most disadvantaged parts of ....more
Paul Hamlyn Foundation - Enhancing integration and migration policies in Wales
£60,000 11/12/2017
18
This project will provide a new approach to integration and migration to Wales. It aims to reflect the circumstances of people who migrate, to examine migration of all kinds, and to sit within the ....more
Garfield Weston Foundation - Main Grants award
£20,000 03/05/2017
Better Opportunities for Disadvantaged Young People in Wales
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 44-71
Legal constitution
  • Charitable company registered in England & Wales on 08/06/2004, number: 1104191
  • Registered at Companies House on 07/03/2001, number: 04175018
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
  • Investing charity funds policy and procedures
  • 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
  • Volunteer management
Filing Record
19 returns made; AR05: 9 days late,
Main office

The Bevan Foundation
145 & 145a High Street
Merthyr Tydfil
CF47 8DP

Objectives

(1) TO ADVANCE IN WALES THE EDUCATION OF THE PUBLIC IN THE ECONOMIC, SOCIAL AND POLITICAL SCIENCES AND THEIR EFFECT ON PUBLIC POLICY AND THE POLICY MAKING PROCESS;(II) TO PROMOTE RESEARCH IN THESE FIELDS AND DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH;(III) TO PURSUE SUCH OTHER PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE WITHIN THE LAWS OF ENGLAND AND WALES AS THE DIRECTORS OF THE CHARITY (HEREINAFTER REFERRED TO AS THE TRUSTEES) SHALL DETERMINE.

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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