THE BATH AND WELLS DIOCESAN BOARD OF FINANCE

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
To promote and assist the work and purposes of the Church of England in the Diocese of Bath and Wells; to organise and provide funds in aid of the work and ministry of the church.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2023
Cyfanswm incwm:
£15,601,000
Roddion a chymynroddion | £10.49m | |
Weithgareddau elusennol | £686.00k | |
Weithgareddau masnachu eraill | £1.28m | |
Buddsoddiadau | £1.19m | |
Arall | £1.96m |
Cyfanswm gwariant:
£15,124,000
Codi arian | £282.00k | |
Weithgareddau elusennol | £14.84m | |
Arall | £0 |
£1,632,000 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.
Codi arian a Arall Gwariant | £282.00k | |
Gwariant elusennol | £14.84m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £477.00k |
Codi arian a Arall Gwariant | £282.00k | |
Gwariant elusennol | £14.84m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £2.11m |
Pobl

64 Gweithwyr
25 Ymddiriedolwyr
293 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
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£60k i £70k | 1 |
£70k i £80k | 2 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Llety/tai
- Gweithgareddau Crefyddol
- 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 Unigolion
- Rhoi Grantiau I Sefydliadau
- Darparu Cyllid Arall
- Darparu Adnoddau Dynol
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Darparu Gwasanaethau
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Gweithredu Fel Corff Mantell Neu Gorff Adnoddau
- Caerfaddon A Gogledd Ddwyrain Gwlad Yr Haf
- Gogledd Gwlad Yr Haf
- Gwlad Yr Haf
- Zambia
Llywodraethu
Dim enwau eraill
- Polisi a gweithdrefnau bwlio ac aflonyddu
- Trin cwynion
- Polisi a gweithdrefnau cwynion
- Buddiannau croes
- Polisi a gweithdrefnau cronfeydd arian wrth gefn
- Polisi a gweithdrefnau rheolaethau ariannol mewnol elusen
- Polisi a gweithdrefnau rheoli risg mewnol
- Polisi a gweithdrefnau buddsoddi cronfeydd elusen
- Buddsoddi
- Talu staff
- Rheoli risg
- Polisi a gweithdrefnau diogelu
- Diogelu buddiolwyr agored i niwed
- Polisi a gweithdrefnau adrodd am ddigwyddiadau difrifol
- Polisi a gweithdrefnau cyfryngau cymdeithasol
- Polisi a gweithdrefnau gwrthdaro buddiannau ymddiriedolwyr
- Polisi a gweithdrefnau treuliau ymddiriedolwyr
- 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.
25 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||||
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Kathryn Louise Slader Tucker | Ymddiriedolwr | 01 January 2025 |
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Elizabeth Renshaw-Ames | Ymddiriedolwr | 01 January 2025 |
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Kevin Lawrence | Ymddiriedolwr | 01 January 2025 |
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Rev Rona Stuart-Bourne | Ymddiriedolwr | 01 January 2025 |
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Michael Hodson | Ymddiriedolwr | 01 January 2025 |
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The Ven Charles Scott Peer | Ymddiriedolwr | 01 September 2024 |
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The Very Reverend Toby Christopher Wright | Ymddiriedolwr | 16 June 2024 |
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Hayden Lloyd Taylor | Ymddiriedolwr | 01 March 2024 |
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Revd Preb Narinder Tegally | Ymddiriedolwr | 01 November 2022 |
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Rt Revd Noel Michael Roy Beasley | Ymddiriedolwr | 23 September 2022 |
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Rev Morey Alisdair Christopher Andrews | Ymddiriedolwr | 01 January 2022 |
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Robert Dean | Ymddiriedolwr | 01 January 2022 |
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Rev Ann Elizabeth Fulton | Ymddiriedolwr | 01 January 2022 |
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Rev Richard James Miles | Ymddiriedolwr | 01 January 2022 |
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Tracey Jane Khodabandehloo | Ymddiriedolwr | 15 June 2021 |
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Dr Robert Michael Sage | Ymddiriedolwr | 04 February 2019 |
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Philip Charles Edge | Ymddiriedolwr | 01 January 2019 |
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Dr Caroline Frances Mason | Ymddiriedolwr | 01 January 2019 |
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Dr AXEL ANTHONY PALMER | Ymddiriedolwr | 01 August 2018 |
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Marilyn Lee | Ymddiriedolwr | 01 August 2018 |
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James Loring | Ymddiriedolwr | 22 March 2018 |
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Rev ROGER DRIVER | Ymddiriedolwr | 29 September 2017 |
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The Ven Anne Gell | Ymddiriedolwr | 28 May 2017 |
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The Ven Simon Hill | Ymddiriedolwr | 01 October 2016 |
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Rev Ruth Worsley | Ymddiriedolwr | 29 September 2015 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £14.29m | £13.71m | £12.13m | £15.29m | £15.60m | |
|
Cyfanswm gwariant | £14.50m | £15.91m | £15.58m | £15.16m | £15.12m | |
|
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 | £11.25m | £10.41m | £10.23m | £10.75m | £10.49m | |
|
Incwm o weithgareddau masnachu eraill | £338.00k | £447.00k | £458.00k | £797.00k | £1.28m | |
|
Incwm - Weithgareddau elusennol | £729.00k | £432.00k | £646.00k | £636.00k | £686.00k | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £1.42m | £1.11m | £298.00k | £975.00k | £1.19m | |
|
Incwm - Arall | £558.00k | £1.31m | £497.00k | £2.13m | £1.96m | |
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Incwm - Cymynroddion | £0 | £0 | £0 | £0 | £0 | |
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Gwariant - Ggweithgareddau elusennol | £14.18m | £15.20m | £14.95m | £14.91m | £14.84m | |
|
Gwariant - Ar godi arian | £274.00k | £248.00k | £219.00k | £251.00k | £282.00k | |
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Gwariant - Llywodraethu | £42.00k | £31.00k | £29.00k | £26.00k | £44.00k | |
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Gwariant - Sefydliad grantiau | £880.00k | £1.17m | £1.22m | £1.43m | £862.00k | |
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Gwariant - Rheoli buddsoddiadau | £175.00k | £48.00k | £23.00k | £22.00k | £35.00k | |
|
Gwariant - Arall | £41.00k | £466.00k | £408.00k | £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 | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Asedau hunan ddefnydd | £67.17m | £67.20m | £67.45m | £66.67m | £66.26m | |
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Buddsoddiadau tymor hir | £43.37m | £41.94m | £44.20m | £41.70m | £38.36m | |
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Cyfanswm asedau | £5.75m | £4.76m | £5.23m | £6.11m | £6.91m | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£1.46m | -£907.00k | -£604.00k | £0 | £0 | |
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Cyfanswm rhwymedigaethau | £11.18m | £11.84m | £11.39m | £11.42m | £6.36m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Rhagfyr 2023 | 14 Hydref 2024 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2023 | 14 Hydref 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2022 | 13 Hydref 2023 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2022 | 13 Hydref 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2021 | 07 Hydref 2022 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2021 | 07 Hydref 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2020 | 15 Hydref 2021 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2020 | 15 Hydref 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2019 | 05 Hydref 2020 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2019 | 05 Hydref 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 06/03/1915 AS AMENDED BY SPECIAL RESOLUTION 14/5/2003 & 18/03/2008
Gwrthrychau elusennol
TO PROMOTE AND ASSIST THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF BATH AND WELLS.
Maes buddion
DIOCESE OF BATH AND WELLS
Contact Information
- Cyfeiriad yr elusen:
-
Flourish House
2 Cathedral Avenue
WELLS
Somerset
BA5 1FD
- Ffôn:
- 01749670777
- E-bost:
- general@bathwells.anglican.org
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