Finance Score: -2

Governance Score: 6

Support Score: 10

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +10

Overall GiG Score: 14

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 dynamic in terms of composition

Financial issues to consider:

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

Established: 24 years
(36 years as a company)

www.iwa.wales

info@iwa.org.uk

02920484387

Charity Commission for England and Wales

Tweets

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	£483	£399	£84	n/a	n/a	n/a	n/a	n/a	1
31/03/22	£341	£423	£-82	n/a	n/a	n/a	n/a	n/a	1
31/03/21	£450	£369	£80	n/a	n/a	n/a	n/a	n/a	1
31/03/20	£302	£341	£-39	n/a	n/a	n/a	n/a	n/a	1
31/03/19	£395	£392	£3	n/a	n/a	n/a	n/a	n/a	1
31/03/18	£327	£314	£13	£0	£0	£0	n/a	0	0
31/03/17	£253	£269	£-17	£0	£0	£0	n/a	0	0
31/03/16	£295	£297	£-2	£0	£0	£0	n/a	0	0
31/03/15	£391	£309	£82	£0	£0	£0	n/a	0	0
31/03/14	£383	£467	£-84	£0	£0	£0	n/a	0	0
31/03/13	£428	£462	£-34	£0	£0	£0	n/a	0	0
31/03/12	£419	£438	£-19	£0	£0	£0	n/a	0	0
31/03/11	£379	£404	£-25	£0	£0	£0	n/a	0	0
31/03/10	£345	£318	£27	£0	£0	£0	n/a	0	0
31/03/09	£263	£260	£2	£0	£0	£0	n/a	0	0
31/03/08	£263	£260	£2	£0	£0	£0	n/a	0	0
31/03/07	£304	£306	£-2	£0	£0	£0	n/a	0	0
31/03/06	£521	£515	£6	£0	£0	£0	n/a	0	0
31/03/05	£281	£300	£-19	£0	£0	£0	n/a	0	0
31/03/04	£308	£298	£10	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 26%
Highest pay band: £80,000-£90,000

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

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 works here?

Unknown number of employees
1 volunteer

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

Joseph Rowntree Foundation	£135,084
The Legal Education Foundation	£125,000
Friends Provident Foundation	£119,000
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.
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 ....more 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. We want to increase our core capacity to: 1. Develop, deliver and communicate high quality, responsive economic policy analysis and influencing 2. Run economic policy events with communities and partners to develop and share our intelligence on what matters most in enabling successful local economies 3. Resource the development of future policy research projects This will help ensure communities in Wales benefit from an economic policy framework informed by their needs and aspirations.
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. ....more 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 helpu i ddatblygu ymatebion polisi Cymru unwaith y bydd argyfwng uniongyrchol COVID-19 wedi mynd heibio. Bydd £10000 yn ariannu staff ac yn cyfrannu at gostau rhedeg y sefydliad.
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 ....more 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 & local); and community organisations. The end output will be a report and launch event which brings participants together, sets out the areas of consensus, and seeks a way forward on those issues where there is not. They would use this to put together a larger proposal and as the basis for engagement with the 2021 Assembly elections.
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 ....more 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, setting an example within the UK and internationally. The project is divided into a range of work packages to deliver clear outcomes, primarily a number of economic focused work packages which provide a detailed assessment of the economic green growth potential of developing a robust, fit-for purpose, modern and sustainable renewable energy supply for Wales. The project will provide a fully worked out plan to enable Wales to meet its projected energy demands entirely from renewable sources by 2035.
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.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 26-75

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

LEENA SARAH FARHAT Appointed: 2020, Occupation: Student

SAMUEL RICHARD EVANS Appointed: 2023, Occupation: Charity Worker

SARAH JANE MAY-HILL Appointed: 2020, Occupation: Chief Finance Officer

SHEREEN WILLIAMS Appointed: 2020, Occupation: Retired, Other trusteeship: THE PRIORY FOR WALES OF THE MOST VENERABLE ORDER OF THE HOSPITAL OF ST JOHN OF JERUSALEM,

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