THE INSTITUTION OF ENGINEERING AND TECHNOLOGY BENEVOLENT FUND
Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Welfare work that falls into 5 main areas in the form of advice, personal contact, financial assistance, unemployment support and care support. It is primarily provided for members and former members of the Institution of Engineering & Technology & their dependants. Each person approaching the Charity receives support individually tailored to meet their specific needs.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 30 June 2024
Cyfanswm incwm:
£1,159,379
| Roddion a chymynroddion | £480.30k | |
| Weithgareddau elusennol | £25.12k | |
| Weithgareddau masnachu eraill | £0 | |
| Buddsoddiadau | £653.97k | |
| Arall | £0 |
Cyfanswm gwariant:
£2,054,421
| Codi arian | £316.22k | |
| Weithgareddau elusennol | £1.74m | |
| Arall | £0 |
£1,740,109 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 | £316.22k | |
| Gwariant elusennol | £1.74m |
Pobl
14 Gweithwyr
8 Ymddiriedolwyr
24 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
| Nifer y cyflogeion | |
|---|---|
| £70k i £80k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Dibenion Elusennol Cyffredinol
- Hybu Iechyd Neu’r Achub O Fywydau
- Anabledd
- Rhoi Cymorth I’r Tlodion
- Plant/pobl Ifanc
- Yr Henoed/pobl Oedrannus
- Pobl Ag Anableddau
- Grwpiau Diffi Niedig Eraill
- Rhoi Grantiau I Unigolion
- Darparu Adnoddau Dynol
- Darparu Gwasanaethau
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Cymru A Lloegr
- Awstralia
- Canada
- De Affrica
- Ghana
- Groeg
- Hong Kong
- India
- Iorddonen
- Libanus
- Nigeria
- Pakistan
- Sbaen
- Seland Newydd
- Sri Lanka
- Sweden
- Unol Daleithiau
- Yr Alban
- Yr Emiraethau Arabaidd Unedig
- Zambia
Llywodraethu
- 22 Medi 1962: Cofrestrwyd
- 12 Ionawr 2012: Tynnwyd (WEDI PEIDIO Â BODOLI)
- FOOTHOLD (Enw gwaith)
- IET CONNECT (Enw blaenorol)
- THE INCORPORATED BENEVOLENT FUND OF THE INSTITUTION OF ELECTRICAL ENGINEERS (Enw blaenorol)
- THE INSTITUTION OF ELECTRICAL ENGINEERS BENEVOLENT FUND (Enw blaenorol)
- Polisi a gweithdrefnau bwlio ac aflonyddu
- Polisi a gweithdrefnau ymgyrchoedd a gweithgaredd gwleidyddol
- 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.
8 Ymddiriedolwyr
| Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
|---|---|---|---|---|---|---|---|---|
| Thomas Budd | Cadeirydd | 01 October 2020 |
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| Kenny Chukwunwike Otiaba | Ymddiriedolwr | 21 May 2025 |
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| Dale Melvyn Briscoe | Ymddiriedolwr | 13 November 2024 |
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| ANDY ROGERS | Ymddiriedolwr | 01 October 2023 |
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| ALAN WATTS | Ymddiriedolwr | 01 October 2023 |
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| Wolf Byttner | Ymddiriedolwr | 01 October 2022 |
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| John Gleeson | Ymddiriedolwr | 01 October 2022 |
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| Gareth Rutherford Price | Ymddiriedolwr | 29 April 2020 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
| Incwm / Gwariant | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Cyfanswm Incwm Gros | £1.24m | £1.30m | £1.47m | £2.24m | £1.16m | |
|
|
Cyfanswm gwariant | £2.59m | £2.92m | £2.49m | £2.44m | £2.05m | |
|
|
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 | £551.63k | £730.01k | £852.03k | £1.57m | £480.30k | |
|
|
Incwm o weithgareddau masnachu eraill | £0 | £0 | £0 | £0 | £0 | |
|
|
Incwm - Weithgareddau elusennol | £799 | £0 | £0 | £0 | £25.12k | |
|
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £683.82k | £567.30k | £621.70k | £669.15k | £653.97k | |
|
|
Incwm - Arall | £0 | £0 | £0 | £0 | £0 | |
|
|
Incwm - Cymynroddion | £71.51k | £180.87k | £263.19k | £724.56k | £236.57k | |
|
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Gwariant - Ggweithgareddau elusennol | £2.36m | £2.67m | £2.20m | £2.16m | £1.74m | |
|
|
Gwariant - Ar godi arian | £222.36k | £243.35k | £288.00k | £279.46k | £316.22k | |
|
|
Gwariant - Llywodraethu | £125.80k | £129.37k | £158.82k | £195.44k | £108.52k | |
|
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
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|
Gwariant - Rheoli buddsoddiadau | £119.51k | £121.56k | £131.00k | £105.20k | £119.90k | |
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|
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 | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
|---|---|---|---|---|---|---|---|
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Asedau hunan ddefnydd | £390.43k | £26.89m | £23.86m | £278.96k | £262.36k | |
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Buddsoddiadau tymor hir | £24.24m | £0 | £0 | £22.96m | £23.84m | |
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Cyfanswm asedau | £495.87k | £534.21k | £733.16k | £847.77k | £652.20k | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | £0 | £0 | £0 | |
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Cyfanswm rhwymedigaethau | £741.63k | £556.94k | £526.52k | £489.42k | £308.00k |
Cyfrifon a datganiadau enillion blynyddol
| Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
|---|---|---|---|---|
| Adroddiad blynyddol | 30 Mehefin 2024 | 24 Chwefror 2025 | Ar amser | |
| Cyfrifon a TAR | 30 Mehefin 2024 | 24 Chwefror 2025 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 30 Mehefin 2023 | 25 Mawrth 2024 | Ar amser | |
| Cyfrifon a TAR | 30 Mehefin 2023 | 25 Mawrth 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 30 Mehefin 2022 | 23 Mawrth 2023 | Ar amser | |
| Cyfrifon a TAR | 30 Mehefin 2022 | 23 Mawrth 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 30 Mehefin 2021 | 14 Chwefror 2022 | Ar amser | |
| Cyfrifon a TAR | 30 Mehefin 2021 | 14 Chwefror 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 30 Mehefin 2020 | 04 Mawrth 2021 | Ar amser | |
| Cyfrifon a TAR | 30 Mehefin 2020 | 04 Mawrth 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |