QUARTET COMMUNITY FOUNDATION

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Quartet Community Foundation manages and distributes charitable funds to meet local needs on behalf of individuals, companies, families and other organisations, working across Bristol, Bath and North East Somerset, North Somerset and South Gloucestershire to connect local causes and charities with donors.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2024
Cyfanswm incwm:
£5,793,287
Roddion a chymynroddion | £5.17m | |
Weithgareddau elusennol | £0 | |
Weithgareddau masnachu eraill | £22.36k | |
Buddsoddiadau | £598.41k | |
Arall | £0 |
Cyfanswm gwariant:
£6,292,761
Codi arian | £883.11k | |
Weithgareddau elusennol | £5.41m | |
Arall | £0 |
£5,076,228 enillion (colledion) buddsoddiadau
Mae cyfanswm yr incwm yn cynnwys £135,000 o 1 gontract(au) 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.
Codi arian a Arall Gwariant | £883.11k | |
Gwariant elusennol | £5.41m |
Codi arian a Arall Gwariant | £883.11k | |
Gwariant elusennol | £5.41m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £4.58m |
Pobl

23 Gweithwyr
14 Ymddiriedolwyr
59 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
---|---|
£80k i £90k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Dibenion Elusennol Cyffredinol
- 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
- Rhoi Grantiau I Sefydliadau
- Caerfaddon A Gogledd Ddwyrain Gwlad Yr Haf
- De Swydd Gaerloyw
- Dinas Bryste
- Gogledd Gwlad Yr Haf
Llywodraethu
- HIGH SHERIFF'S FUND (BRISTOL) (Enw gwaith)
- GREATER BRISTOL FOUNDATION (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.
14 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
---|---|---|---|---|---|---|---|---|
Susan Anne Mountstevens OBE | Cadeirydd | 26 March 2020 |
|
|
||||
Edward Sion Lutley | Ymddiriedolwr | 04 December 2024 |
|
|
||||
Diane Joy Robinson | Ymddiriedolwr | 04 December 2024 |
|
|
||||
Lee John Dineen | Ymddiriedolwr | 04 December 2024 |
|
|
||||
Edward Christopher Thompson | Ymddiriedolwr | 04 December 2024 |
|
|
||||
Ella Roshin Patel | Ymddiriedolwr | 06 December 2023 |
|
|
||||
Daniel Richard Wood | Ymddiriedolwr | 06 December 2023 |
|
|||||
Lauren Elizabeth Couch | Ymddiriedolwr | 06 December 2023 |
|
|
||||
Kristen Pye | Ymddiriedolwr | 28 September 2022 |
|
|
||||
Matthew Crossman | Ymddiriedolwr | 28 September 2022 |
|
|
||||
Abdulhamid Sheikh | Ymddiriedolwr | 08 December 2021 |
|
|
||||
Matthew Lee | Ymddiriedolwr | 08 December 2021 |
|
|
||||
Oliver Delany OBE | Ymddiriedolwr | 08 December 2021 |
|
|
||||
Nicholas Lee | Ymddiriedolwr | 26 March 2020 |
|
|
Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £5.10m | £6.66m | £5.12m | £5.63m | £4.38m | |
|
Cyfanswm gwariant | £5.32m | £6.48m | £6.65m | £8.11m | £6.29m | |
|
Incwm o gontractau'r llywodraeth | £607.33k | N/A | N/A | N/A | £135.00k | |
|
Incwm o grantiau'r llywodraeth | £607.33k | N/A | N/A | £1.80m | N/A | |
|
Incwm o roddion a chymynroddion | £13.76m | £16.67m | £6.45m | £9.56m | £5.17m | |
|
Incwm o weithgareddau masnachu eraill | £43.07k | £19.88k | £21.92k | £21.07k | £22.36k | |
|
Incwm - Weithgareddau elusennol | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Gwaddolion | £8.86m | £10.24m | £1.64m | £4.31m | £1.42m | |
|
Incwm - Buddsoddiad | £150.85k | £217.13k | £289.12k | £354.79k | £598.41k | |
|
Incwm - Arall | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Cymynroddion | £0 | £0 | £0 | £0 | £1.93m | |
|
Gwariant - Ggweithgareddau elusennol | £4.90m | £6.03m | £5.99m | £7.29m | £5.41m | |
|
Gwariant - Ar godi arian | £416.07k | £449.37k | £659.41k | £824.33k | £883.11k | |
|
Gwariant - Llywodraethu | £7.63k | £26.01k | £29.58k | £29.23k | £51.80k | |
|
Gwariant - Sefydliad grantiau | £3.93m | £5.20m | £4.85m | £6.52m | £4.68m | |
|
Gwariant - Rheoli buddsoddiadau | £58.55k | £116.87k | £135.64k | £133.33k | £132.40k | |
|
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 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
---|---|---|---|---|---|---|---|
|
Asedau hunan ddefnydd | £948.58k | £184.60k | £179.40k | £197.20k | £190.47k | |
|
Buddsoddiadau tymor hir | £31.16m | £55.64m | £58.50m | £57.90m | £62.59m | |
|
Cyfanswm asedau | £11.22m | £7.43m | £8.54m | £7.80m | £7.72m | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | £0 | £0 | £0 | |
|
Cyfanswm rhwymedigaethau | £531.41k | £979.46k | £939.30k | £927.16k | £944.55k |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Mawrth 2024 | 29 Ionawr 2025 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2024 | 29 Ionawr 2025 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2023 | 08 Ionawr 2024 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2023 | 08 Ionawr 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2022 | 15 Rhagfyr 2022 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2022 | 15 Rhagfyr 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2021 | 05 Ionawr 2022 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2021 | 05 Ionawr 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2020 | 14 Ionawr 2021 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2020 | 14 Ionawr 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES INCORPORATED 19/04/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/07/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13/07/2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/08/2012 as amended on 05 Apr 2024
Gwrthrychau elusennol
A) THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE SUB-REGION COMPRISING THE AREA IN AND AROUND THE CITY OF BRISTOL (THE AREA OF BENEFIT) AND IN PARTICULAR, THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, THE RELIEF OF POVERTY AND SICKNESS AND THE PROVISION AND EQUIPMENT IN THE INTERESTS OF SOCIAL WELFARE AND FOR THE PUBLIC BENEFIT OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF PERSONS FOR WHOM THE FACILITIES ARE PRIMARILY INTENDED AND CONSERVATION OF THE ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC; AND B) OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WITH A PREFERENCE FOR THOSE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY IN THE AREA OF BENEFIT.
Maes buddion
CITY OF BRISTOL, BATH & NORTH EAST SOMERSET, NORTH SOMERSET AND SOUTH GLOUCESTERSHIRE.
Elusennau cysylltiedig
- 01 Mehefin 2011 : Asset transfer in
- 16 Tachwedd 2011 : Asset transfer in
- 29 Mehefin 2007 : Cofrestrwyd
Contact Information
- Cyfeiriad yr elusen:
-
ROYAL OAK HOUSE
ROYAL OAK AVENUE
BRISTOL
BS1 4GB
- Ffôn:
- 01179897700
- E-bost:
- info@quartetcf.org.uk
Tell us whether you accept cookies
We use cookies to collect information about how you use your Charity Commission Account, such as pages you visit.
We use this information to better understand how you use our website so that we can improve your user experience and present more relevant content.
Diolch am eich adborth. Oes gennych 5 munud i rannu eich barn am y gwasanaeth hwn?Open in new window