MANCHESTER DIOCESAN BOARD OF FINANCE
Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
MANCHESTER DIOCESAN BOARD OF FINANCE AIMS TO PROMOTE, FACILITATE ADN ASSIST WITH THE WORK AND PURPOSES OF THE CHURCH OF ENGLAND FOR THE ADVANCEMENT OF THE CHRISTIAN FAITH IN THE DIOCESE OF MANCHESTER AND ELSEWHERE
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2023
Cyfanswm incwm:
£14,957,000
| Roddion a chymynroddion | £5.79m | |
| Weithgareddau elusennol | £4.10m | |
| Weithgareddau masnachu eraill | £91.00k | |
| Buddsoddiadau | £1.59m | |
| Arall | £3.38m |
Cyfanswm gwariant:
£16,085,000
| Codi arian | £147.00k | |
| Weithgareddau elusennol | £15.94m | |
| Arall | £0 |
£188,000 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 | £147.00k | |
| Gwariant elusennol | £15.94m |
Pobl
77 Gweithwyr
24 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
| Nifer y cyflogeion | |
|---|---|
| £60k i £70k | 2 |
| £70k i £80k | 1 |
| £80k i £90k | 1 |
| £90k i £100k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Gweithgareddau Crefyddol
- Elusennau Eraill/cyrff Gwirfoddol
- Grwpiau Diffi Niedig Eraill
- Y Cyhoedd/dynolryw
- Rhoi Grantiau I Sefydliadau
- Darparu Cyllid Arall
- Darparu Adnoddau Dynol
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Bolton
- Bury
- Dinas Manceinion
- Dinas Salford
- Oldham
- Rochdale
- Stockport
- Tameside
- Trafford
- Wigan
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
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.
24 Ymddiriedolwyr
| Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||||||||||
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| Andrea Pollock | Ymddiriedolwr | 20 March 2025 |
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| Rev Kathreen Shahbaz | Ymddiriedolwr | 15 March 2025 |
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| Philippa Catherine Bull | Ymddiriedolwr | 15 March 2025 |
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| Jessica Leaf | Ymddiriedolwr | 15 March 2025 |
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| Philip Billson | Ymddiriedolwr | 15 March 2025 |
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| John Solomon | Ymddiriedolwr | 15 March 2025 |
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| Dr Louise Ruth Smail | Ymddiriedolwr | 15 March 2025 |
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| Rev Paul Hutchins | Ymddiriedolwr | 01 January 2025 |
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| Richard Molyneux Lewis | Ymddiriedolwr | 01 January 2025 |
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| Rev Amy Elizabeth Sheridan | Ymddiriedolwr | 01 January 2025 |
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| Canon John Walsh | Ymddiriedolwr | 19 October 2024 |
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| Venerable Karen Louise Smeeton | Ymddiriedolwr | 15 September 2024 |
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| The Rt Revd Dr Mathew James Porter | Ymddiriedolwr | 22 June 2023 |
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| PHILIP GELDARD | Ymddiriedolwr | 19 March 2022 |
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| Rev Andrew Ian Salmon | Ymddiriedolwr | 01 January 2022 |
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| Rev Grace Ruth Elizabeth Thomas | Ymddiriedolwr | 01 January 2022 |
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| Rev Paul Henry Sumsion | Ymddiriedolwr | 01 January 2022 |
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| JEFFREY NORMAN DUNKERLEY | Ymddiriedolwr | 01 January 2022 |
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| Canon Rachel Mann | Ymddiriedolwr | 09 October 2021 |
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| Archdeacon Karen Belinda Best | Ymddiriedolwr | 14 May 2017 |
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| KEITH LEWIS | Ymddiriedolwr | 18 March 2017 |
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| The Right Reverend Mark Davies | Ymddiriedolwr | 01 January 2017 |
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| THE VERY REVEREND ROGERS MORGAN GOVENDER | Ymddiriedolwr | 01 January 2017 |
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| RT REV DAVID STUART WALKER | Ymddiriedolwr | 30 November 2013 |
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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 | ||
|---|---|---|---|---|---|---|---|
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Cyfanswm Incwm Gros | £14.23m | £15.79m | £17.85m | £19.25m | £14.96m | |
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Cyfanswm gwariant | £14.92m | £15.06m | £16.39m | £14.70m | £16.09m | |
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Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
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Incwm o grantiau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
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Incwm o roddion a chymynroddion | £6.81m | £5.71m | £5.83m | £5.69m | £5.79m | |
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Incwm o weithgareddau masnachu eraill | £875.00k | £749.00k | £573.00k | £3.22m | £91.00k | |
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Incwm - Weithgareddau elusennol | £4.41m | £5.70m | £5.38m | £5.58m | £4.10m | |
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Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £1.21m | £934.00k | £916.00k | £1.16m | £1.59m | |
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Incwm - Arall | £927.00k | £2.70m | £5.15m | £3.61m | £3.38m | |
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Incwm - Cymynroddion | £0 | £0 | £0 | £24.87k | £0 | |
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Gwariant - Ggweithgareddau elusennol | £14.55m | £14.61m | £15.93m | £14.39m | £15.94m | |
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Gwariant - Ar godi arian | £371.00k | £455.00k | £460.00k | £309.00k | £147.00k | |
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Gwariant - Llywodraethu | £41.00k | £32.00k | £23.00k | £37.00k | £33.00k | |
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Gwariant - Sefydliad grantiau | £173.00k | £151.00k | £142.00k | £218.00k | £211.00k | |
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Gwariant - Rheoli buddsoddiadau | £93.00k | £159.00k | £77.00k | £100.00k | £124.00k | |
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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 | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Asedau hunan ddefnydd | £25.75m | £25.87m | £75.48m | £86.79m | £86.36m | |
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Buddsoddiadau tymor hir | £32.11m | £28.48m | £32.58m | £20.43m | £20.53m | |
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Cyfanswm asedau | £3.68m | £4.44m | £7.13m | £20.76m | £22.57m | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£1.69m | -£1.06m | -£743.00k | £0 | £0 | |
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Cyfanswm rhwymedigaethau | £2.00m | £2.18m | £2.61m | £1.26m | £3.44m |
Cyfrifon a datganiadau enillion blynyddol
| Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
|---|---|---|---|---|
| Adroddiad blynyddol | 31 Rhagfyr 2023 | 25 Hydref 2024 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2023 | 25 Hydref 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2022 | 29 Medi 2023 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2022 | 29 Medi 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2021 | 22 Rhagfyr 2022 | 52 diwrnod yn hwyr | |
| Cyfrifon a TAR | 31 Rhagfyr 2021 | 22 Rhagfyr 2022 | 52 diwrnod yn hwyr | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2020 | 21 Hydref 2021 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2020 | 21 Hydref 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2019 | 26 Hydref 2020 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2019 | 26 Hydref 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |