INSTITUTE OF WELSH AFFAIRS

Charity Number: 1078435
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £413,606
Total expenditure: £402,355

People

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 01 December 1999: Standard registration
Organisation type:
Charitable company
Other names:
  • IWA (Working name)
Company number:
02151006 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity does not own and/or lease 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ben Gordon Joakim Chair 18 May 2023
None on record
Gwendolyn Helena Sterk Trustee 11 December 2024
None on record
Shayoni Sarkar Lynn Trustee 11 December 2024
None on record
Lauren Maeve McEvatt Trustee 11 December 2024
None on record
Jessica McQuade Trustee 18 May 2023
None on record
Dr Elizabeth Zaidee Haywood Trustee 18 May 2023
None on record
Samuel Richard Evans Trustee 18 May 2023
None on record
Kelly Marie Roberts Trustee 18 May 2023
None on record
Alison Copus Trustee 24 May 2018
None on record
Anthony Pickles Trustee 24 May 2018
None on record
HELEN FRANCIS MORTLOCK PEARCE Trustee 16 December 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £302.34k £449.72k £340.94k £482.65k £413.61k
Total expenditure £340.93k £369.40k £422.60k £398.72k £402.36k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £56.32k £19.42k N/A N/A

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 March 2024 08 November 2024 On Time
Accounts and TAR 31 March 2024 08 November 2024 On Time Download Open in new window
Annual return 31 March 2023 08 January 2024 On Time
Accounts and TAR 31 March 2023 08 January 2024 On Time Download Open in new window
Annual return 31 March 2022 07 November 2022 On Time
Accounts and TAR 31 March 2022 07 November 2022 On Time Download Open in new window
Annual return 31 March 2021 24 November 2021 On Time
Accounts and TAR 31 March 2021 24 November 2021 On Time Download Open in new window
Annual return 31 March 2020 11 December 2020 On Time
Accounts and TAR 31 March 2020 11 December 2020 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 22 JULY 1987 AS AMENDED BY SPECIAL RESOLUTION DATED 20 JUNE 1999 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06 DEC 2006 as amended on 25 Nov 2020

Charitable objects

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.

Area of benefit

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

WALES

Contact information

Address:
Institute Of Welsh Affairs
Room 6.01
SBARC
Maindy Road
Cardiff
CF24 4HQ
Phone:
02920484387
Email:
info@iwa.org.uk
Website:

www.iwa.wales Open in new window