Finance Score: 2

Governance Score: 9

Support Score: 15

Strong growth: +2
No PartB

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

Grant maker support: +15

Overall GiG Score: 26

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
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

Established: 20 years
(23 years as a company)

www.bevanfoundation.org

info@bevanfoundation.org

01685350938

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		£425	£395	£30	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£350	£345	£5	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£524	£428	£96	£35	£283	£157	4.4	7	0
31/03/20		£313	£286	£27	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£259	£233	£26	n/a	n/a	n/a	n/a	n/a	3
31/03/18		£244	£176	£68	£0	£0	£0	n/a	0	0
31/03/17		£128	£154	£-26	£0	£0	£0	n/a	0	0
31/03/16		£156	£131	£25	£0	£0	£0	n/a	0	0
31/03/15		£139	£146	£-6	£0	£0	£0	n/a	0	0
31/03/14		£164	£134	£30	£0	£0	£0	n/a	0	0
31/03/13		£159	£172	£-13	£0	£0	£0	n/a	0	0
31/03/12		£153	£146	£7	£0	£0	£0	n/a	0	0
31/03/11		£166	£196	£-30	£0	£0	£0	n/a	0	0
31/03/10		£165	£138	£27	£0	£0	£0	n/a	0	0
31/03/09		£135	£118	£18	£0	£0	£0	n/a	0	0
31/03/08		£115	£107	£8	£0	£0	£0	n/a	0	0
31/03/07		£95	£94	£1	£0	£0	£0	n/a	0	0
31/03/06		£77	£69	£8	£0	£0	£0	n/a	0	0
31/03/05	*	£85	£91	£-6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Senior Staff Costs/Total Spending: 20%
Highest pay band: £60,000-£70,000

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

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 works here?

Unknown number of employees
2 volunteers

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

Justice Together Initiative	£100,024
Paul Hamlyn Foundation	£95,000
Lloyds Bank Foundation	£60,892
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
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 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 running costs travel and translation fees. Bydd The Bevan Foundation ym Merthyr Tudful yn defnyddio eu grant £9921 i gynnig cefnogaeth ymarferol i ymfudwyr ymylol ac agored i niwed yn ystod yr argyfwng costau byw. Bydd y grant yn talu am gostau cynnal teithio a ffioedd cyfieithu.
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 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 for system change.
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 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. Working with them and with the organisations that administer social housing they will develop practical and deliverable recommendations to improve the amount of and access to support.£9813 will fund staff overheads publicity and travel. Bydd The Bevan Foundation ym Merthyr Tudful yn gweithio’n agos â phobl sydd angen tai i ddysgu o’u profiadau o geisio cyrchu cymorth gyda chostau tai yn dilyn pandemig COVID-19. Gan weithio gyda nhw a’r sefydliadau sy’n gweinyddu tai cymdeithasol byddan nhw’n datblygu argymhellion ymarferol ac y gellir eu darparu i wella’r maint o gefnogaeth a’r mynediad ati. Bydd £9813 yn ariannu staff costau cyffredinol cyhoeddusrwydd a theithio.
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 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 and inform public policy to improve access to fair, timely and good quality immigration advice of all kinds in Wales.
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 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 Sefydliad Bevan ym Merthyr Tudful yn defnyddio £9985 i ddatblygu atebion ymarferol i gefnogi pobl a chymunedau sydd wedi cael eu taro galetaf gan fesurau i atal COVID-19 rhag lledaenu.
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 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 test a new partnership model with BAME/migration organisations in Wales and the people with lived experience they support, to identify which approaches and methods foster lasting and mutual relationships between think tanks, grassroots NGOs and people with lived experience of migration. They will continue to carve opportunities to influence migration and integration policy in Wales to ensure that migrant voices are at the centre of public policy in Wales.
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 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, design and printing.
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 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 the EU. We aim to shift thinking about and action on the local economy by working with local economic actors to strengthen community assets, harness public procurement, grow local financial instruments and maximise the role of social businesses. We will use intelligence to identify opportunities, build networks to exchange experience and good practice, and influence policy- and decision-makers with a detailed programme for change. With our outstanding track record we will achieve a major shift in approach, informing government and other action.
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 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 context of wider economic and social trends. The project will help to inform debate, framing it positively, and aims to increase capacity and understanding in civil society and amongst policy-makers.
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: 43-70

BISHOP JOHN DAVID EDWARD DAVIES Appointed: 2021, Occupation: Clerk In Holy Orders

COUNCILLOR ANTHONY HUNT Appointed: 2018, Occupation: Torfaen County Councillor, Other trusteeship: MIC MORRIS MEMORIAL SPORTING TRUST FUND,

DUNCAN SCOTT FORBES Appointed: 2014, Occupation: Chief Executive

GAVIN PAUL BILLY THOMPSON (Chair) Appointed: 2023, Occupation: Newspaper Editor

JOHN BERESFORD CHOWN Appointed: 2020, Occupation: Chartered Accountant, Other trusteeship: DARING TO DREAM,

LYNNE HUGHES Appointed: 2018, Occupation: Director

PROFESSOR SALLY POWER Appointed: 2018, Occupation: University Professor, Other trusteeships: ACADEMY OF SOCIAL SCIENCES, BRITISH EDUCATIONAL RESEARCH ASSOCIATION,

RICHARD ANDREW WILLIAMS Appointed: 2021, Occupation: Charity Chief Exectutive, Other trusteeship: CYMRU FOOTBALL FOUNDATION LIMITED,

SHAVANAH TAJ Appointed: 2021, Occupation: Union General Secretary, Other trusteeship: PEOPLE'S HEALTH TRUST,

TAMSIN STIRLING Appointed: 2019, Occupation: Consultant, Other trusteeship: CARDIFF CIVIC SOCIETY,

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