THE BEVAN FOUNDATION

Registered charity 1104191 · accounts filings on the Charity Commission register

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.

Objects

(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.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Other Charitable Purposes · website · Get email alerts

Registered contact address: Merthyr Tydfil, Wales (from the postcode on the register)

Latest income
£620k
Latest spending
£466k
Registered
2004
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total income rose to £620,451 while total expenditure was £466,236, resulting in a surplus on unrestricted funds of £2,698. The charity holds £120,586 in unrestricted funds, of which £80,000 is designated, leaving £38,425 in free reserves which the trustees consider adequate to cover support and governance costs.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Volunteers: 1
  • Government income: £24,445 — grants £24,445 (1); 4% of the £620,451 total gross income on the same return
  • Employees paid over £60,000: 1 (£70,001–£80,000: 1)

Self-declared on the annual return for the financial year ending 31/03/2024

  • Volunteers: 2
  • Employees paid over £60,000: 1 (£70,001–£80,000: 1)

Self-declared on the annual return for the financial year ending 31/03/2023

  • Volunteers: 2
  • Government income: £9,065 — contracts £4,140 (1), grants £4,925 (1); 2% of the £424,604 total gross income on the same return
  • Employees paid over £60,000: 1 (£60,001–£70,000: 1)

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

Public fundraising profile: JustGiving — Bevan Foundation (matched by registered charity number).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£620k
Total spending
£466k
Cost of raising funds
£94k
Reserves (reported)
£80k
Employees
9

Reported reserves equal ~2.1 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 15.2% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£620k£466k
31/03/2024£434k£408k
31/03/2023£425k£395k
31/03/2022£350k£345k
31/03/2021£524k£428k

Common questions

Is THE BEVAN FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that total income rose to £620,451 while total expenditure was £466,236, resulting in a surplus on unrestricted funds of £2,698. The charity holds £120,586 in unrestricted funds, of which £80,000 is designated, leaving £38,425 in free reserves which the trustees consider adequate to cover support and governance costs. Its FY2025 accounts were independently examined.

Who funds THE BEVAN FOUNDATION?

Funders whose own accounts filings name THE BEVAN FOUNDATION as a grant recipient include JOSEPH ROWNTREE FOUNDATION, THE LEGAL EDUCATION FOUNDATION, JUSTICE COLLABORATIONS, THE NATIONWIDE FOUNDATION, LLOYDS BANK FOUNDATION FOR ENGLAND & WALES.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
JOSEPH ROWNTREE FOUNDATIONFY2023£541kBevan Foundation Partnership 2024-2026
THE LEGAL EDUCATION FOUNDATIONFY2025£155kEnsuring that the Welsh Government upholds and protects human, economic and social rights
JUSTICE COLLABORATIONSFY2024£150kAdvice and Representation
JOSEPH ROWNTREE FOUNDATIONFY2022£129kBevan Foundation
JUSTICE COLLABORATIONSFY2022£96kAdvice and Representation
THE NATIONWIDE FOUNDATIONFY2025£82kCollaborative working to provide more affordable homes in Wales
LLOYDS BANK FOUNDATION FOR ENGLAND & WALESFY2022£80kWelfare
JOSEPH ROWNTREE FOUNDATIONFY2021£75kBevan Foundation Partnership 2022
THE NATIONWIDE FOUNDATIONFY2024£25kResearch into ways to unlock the supply of affordable land across Wales
THE A B CHARITABLE TRUSTFY2023£20k
CRISIS UKFY2023£360Annual subscription

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund11/02/2025£20kWALES COL - Cost of living guides for people with NRPF
The National Lottery Community Fund21/03/2023£10kWales COL - Supporting people with NRPF in the cost of living crisis
A B Charitable Trust06/10/2022£20kA grant to The Bevan Foundation
The National Lottery Community Fund11/07/2022£10kCOVID-19 - Solutions to high housing costs after covid
The National Lottery Community Fund22/06/2020£10kCOVID-19 - Pathways out of pandemic
The National Lottery Community Fund18/12/2019£10kWhy Wales is my home: inclusion of EU migrants

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE RESOLUTION TRUST1£14.2m
THE NUFFIELD FOUNDATION1£326k
THE HEALTH FOUNDATION1£317k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DEWAN FOUNDATION LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BEVAN FOUNDATION£620k—0unclear—no doubt
THE DEWAN FOUNDATION LIMITED FY2025£428k—0unclear—no doubt
FAIR TREATMENT FOR THE WOMEN OF WALES FY2026£211k—0unclear—no doubt
BLEVINS FRANKS CHARITABLE FOUNDATION FY2025£50k—0unclear—no doubt
THE RESOLUTION FOUNDATION FY2025£4.2m£140,001 - £150,000—unclear—no doubt
VALAN SOCIAL WELFARE TRUST FY2025£759k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.