THE PERCY HEDLEY FOUNDATION
Trosolwg o’r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
The Percy Hedley Foundation was established, for the public benefit, to promote the care, welfare, interest, opportunities (including opportunities to gain meaningful employment), education and advancement of disabled people.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 August 2022
Cyfanswm incwm:
£34,041,000
Roddion a chymynroddion | £1.03m | |
Weithgareddau elusennol | £32.89m | |
Weithgareddau masnachu eraill | £0 | |
Buddsoddiadau | £70.00k | |
Arall | £53.00k |
Cyfanswm gwariant:
£30,380,000
Codi arian | £63.00k | |
Weithgareddau elusennol | £30.32m | |
Arall | £0 |
-£288,000 enillion (colledion) buddsoddiadau
Mae cyfanswm yr incwm yn cynnwys £31,957,000 o 656 gontract(au) llywodraeth a £928,000 o 18 grant(iau) llywodraeth
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 | £63.00k | |
Gwariant elusennol | £30.32m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £3.66m |
Pobl
959 Gweithwyr
10 Ymddiriedolwyr
18 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
---|---|
£60k i £70k | 8 |
£70k i £80k | 5 |
£80k i £90k | 2 |
£90k i £100k | 1 |
£100k i £110k | 1 |
£120k i £130k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Anabledd
- Llety/tai
- Chwaraeon/adloniant
- Dibenion Elusennol Erall
- Plant/pobl Ifanc
- Yr Henoed/pobl Oedrannus
- Pobl Ag Anableddau
- Darparu Gwasanaethau
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Noddi Neu’n Gwneud Gwaith Ymchwil
- De Tyneside
- Dinas Newcastle Upon Tyne
- Durham
- Gateshead
- Gogledd Tyneside
- Northumberland
- Sunderland
Llywodraethu
- 19 Ionawr 2021: y derbyniwyd cronfeydd gan 1084813 NORTHERN COUNTIES SCHOOL
- 16 Ionawr 1985: Cofrestrwyd
- THE PERCY HEDLEY CENTRE FOR SPASTICS (Enw blaenorol)
- Y Comisiwn Ansawdd Gofal
- Ofsted (Swyddfa Safonau Mewn Addysg)
- Trin cwynion
- Buddiannau croes
- Buddsoddi
- Talu staff
- Rheoli risg
- Diogelu buddiolwyr agored i niwed
- Rheoli gwirfoddolwyr
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.
10 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
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Lucy Craig | Ymddiriedolwr | 26 April 2024 |
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Laura Elizabeth Parker | Ymddiriedolwr | 09 February 2024 |
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Dr Nicola Claire Hutchinson | Ymddiriedolwr | 31 October 2022 |
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Dr Peter Louis Emerson | Ymddiriedolwr | 31 October 2022 |
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Clare Joanne Thompson | Ymddiriedolwr | 28 July 2022 |
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Janet Donnelly | Ymddiriedolwr | 28 July 2022 |
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Dr William Snaith | Ymddiriedolwr | 08 June 2021 |
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Ewen Gordon Weir | Ymddiriedolwr | 26 January 2021 |
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Paul Foreman | Ymddiriedolwr | 30 December 2019 |
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Damon Kent | Ymddiriedolwr | 20 June 2015 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/08/2018 | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £28.91m | £30.01m | £31.97m | £31.99m | £34.04m | |
|
Cyfanswm gwariant | £28.28m | £28.77m | £30.42m | £31.12m | £30.38m | |
|
Incwm o gontractau'r llywodraeth | £2.33m | £25.03m | £27.65m | £27.53m | £31.96m | |
|
Incwm o grantiau'r llywodraeth | £500.00k | £3.42m | £3.92m | £3.96m | £928.00k | |
|
Incwm o roddion a chymynroddion | £508.00k | £255.00k | £595.00k | £390.00k | £1.03m | |
|
Incwm o weithgareddau masnachu eraill | £219.00k | £178.00k | £0 | £0 | £0 | |
|
Incwm - Weithgareddau elusennol | £28.17m | £29.51m | £31.26m | £31.50m | £32.89m | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Buddsoddiad | £14.00k | £65.00k | £36.00k | £41.00k | £70.00k | |
|
Incwm - Arall | £0 | £0 | £83.00k | £66.00k | £53.00k | |
|
Incwm - Cymynroddion | £96.00k | £19.00k | £0 | £127.00k | £339.00k | |
|
Gwariant - Ggweithgareddau elusennol | £28.07m | £28.58m | £30.19m | £30.96m | £30.32m | |
|
Gwariant - Ar godi arian | £218.00k | £195.00k | £232.00k | £155.00k | £63.00k | |
|
Gwariant - Llywodraethu | £101.00k | £41.00k | £37.00k | £54.00k | £40.00k | |
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Rheoli buddsoddiadau | £0 | £11.00k | £19.00k | £30.00k | £24.00k | |
|
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 | 31/08/2018 | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | ||
---|---|---|---|---|---|---|---|
|
Asedau hunan ddefnydd | £16.65m | £16.32m | £16.65m | £16.69m | £16.59m | |
|
Buddsoddiadau tymor hir | £750.00k | £1.57m | £2.46m | £3.36m | £2.92m | |
|
Cyfanswm asedau | £8.10m | £8.47m | £9.66m | £10.31m | £14.50m | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£8.19m | -£12.11m | -£11.59m | -£9.39m | -£5.69m | |
|
Cyfanswm rhwymedigaethau | £6.27m | £5.84m | £6.64m | £6.97m | £6.44m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Datganiad ariannol blynyddol | 31 Awst 2022 | 01 Mehefin 2023 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2022 | 01 Mehefin 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2021 | 04 Mawrth 2022 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2021 | 04 Mawrth 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2020 | 14 Mai 2021 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2020 | 14 Mai 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2019 | 30 Rhagfyr 2019 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2019 | 30 Rhagfyr 2019 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2018 | 03 Mehefin 2019 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2018 | 03 Mehefin 2019 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu’r elusen.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 12 OCTOBER 1984 AS AMENDED BY SPECIAL RESOLUTIONS DATED 17 JULY 2000, 1 NOVEMBER 2005 & 8 DECEMBER 2008. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/11/2014 AS REGISTERED AT COMPANIES HOUSE ON 19/02/2015
Gwrthrychau elusennol
THE OBJECTS FOR WHICH THE FOUNDATION IS ESTABLISHED ARE (FOR THE PUBLIC BENEFIT) TO PROMOTE THE CARE, WELFARE, INTEREST, EDUCATION, TREATMENT AND ADVANCEMENT OF DISABLED PERSONS IN SUCH WAYS AS THE MEMBERS OF THE BOARD OF TRUSTEES FROM TIME TO TIME THINK FIT.
Maes buddion
NOT DEFINED
Gwybodaeth gyswllt
- Cyfeiriad:
-
Percy Hedley Foundation
Forest Hall
NEWCASTLE UPON TYNE
NE12 8YY
- Ffôn:
- 0191 238 1330
- E-bost:
- foundation@percyhedley.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