ESMEE FAIRBAIRN FOUNDATION
Trosolwg o’r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
We are one of the largest independent foundations in the UK. Our primary interests are in the arts, children and young people, the environment and social change.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2022
Cyfanswm incwm:
£7,209,000
Roddion a chymynroddion | £575.00k | |
Weithgareddau elusennol | £0 | |
Weithgareddau masnachu eraill | £0 | |
Buddsoddiadau | £6.21m | |
Arall | £427.00k |
Cyfanswm gwariant:
£44,422,000
Codi arian | £3.31m | |
Weithgareddau elusennol | £41.12m | |
Arall | £0 |
-£140,310,000 enillion (colledion) buddsoddiadau
Gwariant elusennol
Gwariant elusennol gydag enillion buddsoddi
Charitable expenditure
Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.
In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.
Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.
By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.
Cynhyrchu a llywodraethu incwm | £3.31m | |
Gwariant elusennol | £41.12m |
Pobl
38 Gweithwyr
12 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
---|---|
£60k i £70k | 4 |
£70k i £80k | 1 |
£80k i £90k | 3 |
£90k i £100k | 1 |
£100k i £110k | 1 |
£140k i £150k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Dibenion Elusennol Cyffredinol
- Addysg/hyfforddiant
- Anabledd
- Rhoi Cymorth I’r Tlodion
- Llety/tai
- Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
- Amgylchedd/cadwraeth/treftadaeth
- Economaidd/datblygiad Cymunedol/cyfl Ogaeth
- Hawliau Dynol/cytgord Crefyddol Neu Hiliol/cydraddoldeb Neu Amrywiaeth
- Plant/pobl Ifanc
- Yr Henoed/pobl Oedrannus
- Pobl Ag Anableddau
- Pobl O Dras Ethnig Neu Hiliol Arbennig
- Elusennau Eraill/cyrff Gwirfoddol
- Grwpiau Diffi Niedig Eraill
- Y Cyhoedd/dynolryw
- Rhoi Grantiau I Sefydliadau
- Darparu Cyllid Arall
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Cymru A Lloegr
- Gogledd Iwerddon
- Yr Alban
Llywodraethu
- 23 Ebrill 2024: y derbyniwyd cronfeydd gan 1195025 SHINE FOR DEMENTIA CIO
- 07 Mehefin 1961: Cofrestrwyd
- THE ESMEE FAIRBAIRN CHARITABLE TRUST (Enw blaenorol)
- THE ESMEE FAIRBAIRN TRUST FUND (Enw blaenorol)
- Trin cwynion
- Buddiannau croes
- Buddsoddi
- Talu staff
- Rheoli risg
- Diogelu buddiolwyr agored i niwed
ymddiriedolwyr
Ymddiriedolwyr yw’r bobl sy’n gyfrifol am reoli’ gwaith, rheolaeth a gweinyddiaeth yr elusen. Gellir adnabod ymddiriedolwyr wrth enwau eraill megis cyfarwyddwyr, aelodau pwyllgor, llywodraethwyr neu rywbeth arall, ac nid ydynt fel arfer wedi’u cyflogi gan yr elusen. Mae’r ymddiriedolwyr yn gyfrifol am ddiweddaru'r rhestr hon a gallant wneud hyn wrth ddiweddaru eu manylion fel y maent yn digwydd trwy'r gwasanaeth ar-lein.
12 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
---|---|---|---|---|---|---|---|---|
BEATRICE HANNAH MILLICENT HOLLOND | Cadeirydd | 26 March 2009 |
|
|
||||
Gautham Radhakrishnan | Ymddiriedolwr | 01 January 2024 |
|
|
||||
Mary Ann Sieghart | Ymddiriedolwr | 04 September 2023 |
|
|||||
Dame Clare Moriarty | Ymddiriedolwr | 04 September 2023 |
|
|
||||
Elspeth Jones | Ymddiriedolwr | 04 September 2023 |
|
|
||||
Dr Wanda Wyporska | Ymddiriedolwr | 01 January 2021 |
|
|
||||
Professor Claire Elice Alexander | Ymddiriedolwr | 01 January 2021 |
|
|
||||
Professor David Hill | Ymddiriedolwr | 01 March 2017 |
|
|
||||
Edward Bonham Carter | Ymddiriedolwr | 01 January 2017 |
|
|
||||
Eleanor Updale | Ymddiriedolwr | 01 January 2014 |
|
|
||||
JOE DOCHERTY | Ymddiriedolwr | 12 April 2013 |
|
|||||
JOHN H M FAIRBAIRN | Ymddiriedolwr | 01 January 2011 |
|
|
Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/12/2018 | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £5.73m | £7.85m | £4.79m | £5.08m | £7.21m | |
|
Cyfanswm gwariant | £46.62m | £41.97m | £59.83m | £58.44m | £44.42m | |
|
Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o grantiau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o roddion a chymynroddion | £0 | £0 | £0 | £0 | £575.00k | |
|
Incwm o weithgareddau masnachu eraill | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Weithgareddau elusennol | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Buddsoddiad | £5.10m | £6.90m | £4.36m | £5.08m | £6.21m | |
|
Incwm - Arall | £635.00k | £946.00k | £427.00k | £0 | £427.00k | |
|
Incwm - Cymynroddion | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Ggweithgareddau elusennol | £43.26m | £38.66m | £56.53m | £54.95m | £41.12m | |
|
Gwariant - Ar godi arian | £3.36m | £3.32m | £3.30m | £3.49m | £3.31m | |
|
Gwariant - Llywodraethu | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Sefydliad grantiau | £40.53m | £35.75m | £53.53m | £51.63m | £36.86m | |
|
Gwariant - Rheoli buddsoddiadau | £2.76m | £2.74m | £2.72m | £2.96m | £2.72m | |
|
Gwariant - Arall | £0 | £0 | £0 | £0 | £0 |
Asedau a rhwymedigaethau
Diffiniadau ar gyfer asedau a rhwymedigaethau
Asedau yw’r rhain, ac nid buddsoddiadau, a ddelir am fwy na 12 mis ac a ddefnyddir i redeg a gweinyddu’r elusen megis adeiladau, swyddfeydd, arddangosfeydd a gosodiadau a ffitiadau.
Buddsoddiadau Tymor HirBuddsoddiadau yw asedau a ddelir gan yr elusen gyda’r unig nod o gynhyrchu incwm a ddefnyddir ar gyfer eu dibenion elusennol megis cyfrifon cadw, rhanddaliadau, eiddo a rentir ac ymddiriedolaethau unedau.
Ailbrisir asedau buddsoddi bob blwyddyn ac fe’u cynhwysir yn y fantolen ar eu gwerth marchnad cyfredol.
Delir buddsoddiadau tymor hir am fwy na 12 mis.
Asedau yw’r rhain a ddelir yn gyffredinol am lai na 12 mis megis arian parod a balansau banc, dyledwyr, buddsoddiadau i'w gwerthu o fewn y flwyddyn sydd i ddod a stoc masnachu.
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwydArian dros ben neu ddiffyg yw hwn mewn unrhyw gynllun pensiwn budd a ddiffinnir sy’n cael ei weithredu ac mae’n cynrychioli ased neu rwymedigaeth tymor hir botensial.
Cyfanswm rhwymedigaethauDyma’r holl symiau sy’n ddyledus gan yr elusen ar ddyddiad y daflen balans i drydydd partïon megis biliau sy’n ddyledus ond heb eu talu hyd yn hyn, gorddrafftiau banc a benthyciadau a morgeisi.
Asset / Liability | 31/12/2018 | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | ||
---|---|---|---|---|---|---|---|
|
Asedau hunan ddefnydd | £17.30m | £241.00k | £292.00k | £217.00k | £392.00k | |
|
Buddsoddiadau tymor hir | £1.04bn | £1.12bn | £1.19bn | £1.50bn | £1.32bn | |
|
Cyfanswm asedau | £548.00k | £1.68m | £3.01m | £2.62m | £3.92m | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | £0 | £0 | £0 | |
|
Cyfanswm rhwymedigaethau | £57.15m | £54.35m | £51.43m | £58.79m | £57.10m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Datganiad ariannol blynyddol | 31 Rhagfyr 2022 | 26 Medi 2023 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2022 | 26 Medi 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Rhagfyr 2021 | 18 Mai 2022 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2021 | 18 Mai 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Rhagfyr 2020 | 21 Mai 2021 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2020 | 21 Mai 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Rhagfyr 2019 | 20 Mai 2020 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2019 | 20 Mai 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Rhagfyr 2018 | 23 Mai 2019 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2018 | 23 Mai 2019 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu’r elusen.
SCHEME OF THE CHARITY COMMISSIONERS DATED 14 JANUARY 2002 AS AMENDED BY SPECIAL RESOLUTION OF THE TRUSTEES DATED 22 MARCH 2007 AS AMENDED ON 12 SEP 2017
Gwrthrychau elusennol
TO FURTHER SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT.
Maes buddion
NOT DEFINED.
Gwybodaeth gyswllt
- Cyfeiriad:
-
ESMEE FAIRBAIRN FOUNDATION
6th FLOOR
210 PENTONVILLE ROAD
LONDON
N1 9JY
- Ffôn:
- 02078123700
- E-bost:
- info@esmeefairbairn.org.uk
Dywedwch wrthym a ydych chi’n derbyn cwcis
Rydym yn defnyddio cwcis i gasglu gwybodaeth am y ffordd rydych chi’n defnyddio Cofrestr Elusennau a Gwasanaethau Digidol y Comisiwn Elusennau, megis y tudalennau rydych chi’n ymweld â nhw.
Diolch am eich adborth. Oes gennych 5 munud i rannu eich barn am y gwasanaeth hwn?Open in new window