SUTTON COLDFIELD CHARITABLE TRUST

Rhif yr elusen: 218627
Mae'r adroddiad gan yr elusen wedi'i ddiweddaru (ar amser)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

Within Sutton Coldfield : To provide Almshouses and related benefits for elderly beneficiaries. Make grants for the relief of persons who may be elderly, disadvantaged, disabled or in need of medical assistance. To provide special benefits to local education authority schools, places of worship, historic buildings and support community groups, recreation and leisure.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 30 September 2024

Cyfanswm incwm:
£2,165,000

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £5.00k
Weithgareddau elusennol £274.00k
Weithgareddau masnachu eraill £0
Buddsoddiadau £1.89m
Arall £0

Cyfanswm gwariant:
£2,969,000

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £415.00k
Weithgareddau elusennol £2.55m
Arall £0

£4,869,000 enillion (colledion) buddsoddiadau

Gwariant elusennol

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.

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian a Arall Gwariant £415.00k
Gwariant elusennol £2.55m

Pobl

11 Gweithwyr

15 Ymddiriedolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Nifer y cyflogeion
£60k i £70k 1

Codi arian

Dim gwybodaeth ar gael

Masnachu

Nid oes gan yr elusen hon unrhyw is-gyrff masnachu.

Taliadau i ymddiriedolwyr

Nid yw ymddiriedolwyr yn derbyn unrhyw daliad cydnabyddiaeth, taliadau neu fuddion gan yr elusen.

Beth, pwy, sut, ble

Yr hyn y mae'r elusen yn ei wneud:
  • Dibenion Elusennol Cyffredinol
  • Addysg/hyfforddiant
  • Hybu Iechyd Neu’r Achub O Fywydau
  • Anabledd
  • Rhoi Cymorth I’r Tlodion
  • Llety/tai
  • Gweithgareddau Crefyddol
  • Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
  • Chwaraeon/adloniant
  • Amgylchedd/cadwraeth/treftadaeth
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Yr Henoed/pobl Oedrannus
  • Pobl Ag Anableddau
  • Elusennau Eraill/cyrff Gwirfoddol
  • Grwpiau Diffi Niedig Eraill
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
Ble mae'r elusen yn gweithredu:
  • Dinas Birmingham

Llywodraethu

Hanes cofrestru:
  • 27 Tachwedd 1968: Cofrestrwyd
Math o sefydliad:
Other
Enwau eraill:
  • THE SUTTON COLDFIELD MUNICIPAL CHARITIES (Enw gwaith)
  • SUTTON COLDFIELD MUNICIPAL CHARITIES (Enw blaenorol)
Rhodd cymorth:
Nid yw'n cael ei gydnabod gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • 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
Tir ac eiddo:
Mae'r elusen hon yn berchen ar ac/neu'n gosod tir neu eiddo ar brydles

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.

15 Ymddiriedolwyr

Enw Rôl Dyddiad y penodiad Ymddiriedolaethau eraill Statws adrodd ymddiriedolaethau eraill
Bryan Dunn Ymddiriedolwr 19 February 2025
Dim ar gofnod
Nigel Meredith Ymddiriedolwr 08 May 2024
Dim ar gofnod
Brian William Maynard Ymddiriedolwr 01 April 2024
Dim ar gofnod
Stuart Kurt Roberts Ymddiriedolwr 01 July 2023
Dim ar gofnod
Surrinder Bains Ymddiriedolwr 01 April 2023
Dim ar gofnod
Henrietta Martin Ymddiriedolwr 01 April 2023
Dim ar gofnod
Fahmida Ismail Ymddiriedolwr 01 April 2023
Dim ar gofnod
Helen Miles Ymddiriedolwr 01 April 2023
THE ROYAL NATIONAL COLLEGE FOR THE BLIND
Derbyniwyd: Ar amser
Cllr David Pears Ymddiriedolwr 18 August 2022
Dim ar gofnod
Cllr Jane Mosson Ymddiriedolwr 23 June 2020
Dim ar gofnod
Cllr. Simon Douglas John Ward Ymddiriedolwr 10 June 2020
Dim ar gofnod
Jayne Paula Luckett Ymddiriedolwr 13 May 2020
Dim ar gofnod
Dr Francis Patrick Murray Ymddiriedolwr 07 November 2018
Dim ar gofnod
Andrew Charles Morris Ymddiriedolwr 11 February 2015
Dim ar gofnod
ANDREW FRANCIS BURLEY Ymddiriedolwr 16 January 2014
Dim ar gofnod

Hanes ariannol

" role="img"> Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Cyfanswm Incwm Gros £1.91m £1.76m £2.34m £2.22m £2.17m
Cyfanswm gwariant £1.94m £2.24m £1.92m £2.22m £2.97m
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 £12.45k £0 £0 £5.00k
Incwm o weithgareddau masnachu eraill £0 £0 £0 £0 £0
Incwm - Weithgareddau elusennol £202.52k £214.10k £216.00k £235.00k £274.00k
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £1.71m £1.53m £2.13m £1.99m £1.89m
Incwm - Arall £0 £0 £0 £0 £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £1.77m £1.72m £1.56m £1.90m £2.55m
Gwariant - Ar godi arian £171.82k £513.24k £353.00k £324.00k £415.00k
Gwariant - Llywodraethu £175.98k £163.41k £211.00k £135.00k £146.00k
Gwariant - Sefydliad grantiau £1.15m £1.01m £985.00k £1.11m £1.88m
Gwariant - Rheoli buddsoddiadau £104.58k £513.24k £353.00k £324.00k £415.00k
Gwariant - Arall £0 £0 £0 £0 £0

Asedau a rhwymedigaethau

Diffiniadau ar gyfer asedau a rhwymedigaethau
Asedau hunan ddefnydd

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 Hir

Buddsoddiadau 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 eraill

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 ddiffiniwyd

Arian 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 rhwymedigaethau

Dyma’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.

" role="img"> Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Asset / Liability 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Asedau hunan ddefnydd £843.21k £640.23k £746.00k £1.44m £10.07m
Buddsoddiadau tymor hir £63.79m £75.26m £62.56m £63.26m £67.45m
Cyfanswm asedau £1.33m £666.47k £10.36m £10.11m £1.71m
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £1.65m £1.71m £1.59m £1.62m £1.97m

Cyfrifon a datganiadau enillion blynyddol

Mae'r tabl hwn yn dangos hanes yr elusen o gyflwyno datganiadau ariannol blynyddol, cyfrifon ac adroddiad blynyddol ymddiriedolwyr (TAR) ar gyfer y pum cyfnod ariannol diwethaf.
Teitl Blwyddyn adrodd Dyddiad derbyn Derbyniwyd Download
Adroddiad blynyddol 30 Medi 2024 01 Mai 2025 Ar amser
Cyfrifon a TAR 30 Medi 2024 01 Mai 2025 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 30 Medi 2023 27 Chwefror 2024 Ar amser
Cyfrifon a TAR 30 Medi 2023 27 Chwefror 2024 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 30 Medi 2022 25 Ebrill 2023 Ar amser
Cyfrifon a TAR 30 Medi 2022 25 Ebrill 2023 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 30 Medi 2021 12 Ebrill 2022 Ar amser
Cyfrifon a TAR 30 Medi 2021 12 Ebrill 2022 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 30 Medi 2020 07 Ebrill 2021 Ar amser
Cyfrifon a TAR 30 Medi 2020 07 Ebrill 2021 Ar amser Download Agorwch mewn ffenestr newydd
Cyflwyno datganiad ariannol blynyddol Agorwch mewn ffenestr newydd

Dogfen lywodraethu

Manylion am y math o ddogfen lywodraethu sydd gan yr elusen a phan y'i sefydlwyd.
Nid dyma destun llawn dogfen lywodraethu'r elusen.

SCHEME DATED 25 FEB 2021

Gwrthrychau elusennol

THE OBJECTS OF THE CHARITY ARE: (A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES AND SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE. THE LAND IDENTIFIED IN PART I OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE AS THE HOMES OF THE CHARITY. ANY SURPLUS INCOME NOT REQUIRED FOR THE OBJECTS ABOVE SHALL BE APPLIED FOR THE OBJECTS BELOW: (B) THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS. THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY: (I) MAKING GRANTS OF MONEY TO THEM; (II) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR (III) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED. (C) PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND, NOT NORMALLY PROVIDED BY A LOCAL AUTHORITY OR ACADEMY TRUST, FOR ANY SCHOOL IN THE AREA OF BENEFIT OR SUBSTANTIALLY SERVING THE SAME AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE SCHOOL GOVERNORS OR ACADEMY TRUST (AS THE CASE MAY BE) AND THE TRUSTEES. (D) PROMOTING THE EDUCATION (INCLUDING BUT NOT LIMITED TO, PHYSICAL EDUCATION AND EDUCATION IN RESPECT OF THE ARTS) OF PERSONS WHO ARE: (I) UNDER THE AGE OF 25; (II) IN NEED OF FINANCIAL ASSISTANCE; AND (III) RESIDENT IN THE AREA OF BENEFIT. (E) FOR THE GENERAL BENEFIT OF PERSONS RESIDENT IN THE AREA OF BENEFIT, IN ONE OR MORE OF THE FOLLOWING WAYS, EITHER DIRECTLY OR BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH APPLY OR WHICH UNDERTAKE IN RETURN TO APPLY THE WHOLE OR PART OF THEIR INCOME FOR SUCH CHARITABLE PURPOSES: (I) THE RELIEF OF THE ELDERLY WHO ARE IN NEED, HARDSHIP OR DISTRESS; (II) THE RELIEF OF DISTRESS AND SICKNESS; (III) THE PROVISION AND SUPPORT OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION; (IV) THE REPAIR OF HISTORIC BUILDINGS; (V) THE PROMOTION OF THE ARTS; OR (VI) THE ADVANCEMENT OF RELIGION.

Maes buddion

Y maes y gall yr elusen weithredu ynddo, fel y nodir yn ei dogfen lywodraethu.

COUNCIL WARDS OF BIRMINGHAM CITY COUNCIL KNOWN AS THE SUTTON COLDFIELD CONSTITUENCY

Elusennau cysylltiedig

Elusennau cysylltiedig
Elusen gysylltiedig 218627-1 GENERAL CHARITY
Dogfen lywodraethu
SCHEME OF 7 APRIL 1982.
Gwrthrychau elusennol
1) ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER WHO HAVE RESIDED IN THE AREA OF BENEFIT FOR NOT LESS THAN FIVE YEARS. 2) RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. 3)ADVANCEMENT OF EDUCATION. 4) CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT. (PRIOR TO SCHEME OF 7 APRIL 1982 REGISTERED UNDER 528890)
Maes buddion
FORMER BOROUGH OF SUTTON COLDFIELD AS CONSTITUTED 31/03/1974
Hanes cofrestru
  • 27 Tachwedd 1968 : Cofrestrwyd

Contact Information

Cyfeiriad yr elusen:
LINGARD HOUSE
FOX HOLLIES ROAD
SUTTON COLDFIELD
B76 2RJ
Ffôn:
0121 7940970
E-bost:
info@suttoncharitabletrust.org
Gwefan:

www.suttoncoldfieldcharitabletrust.com Agorwch mewn ffenestr newydd