THE LIZ AND TERRY BRAMALL FOUNDATION

Rhif yr elusen: 1121670
Mae'r adroddiad gan yr elusen wedi'i ddiweddaru (ar amser)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

The charity supports, through grants, charitable organisations which promote Christian faith in accordance with the beliefs of the Church of England; promotes urban or rural regeneration in areas of social/economic deprivation for the benefit of the public, enhances the lives of those with illness;the advancement of health for public benefit;promotes the arts and promotes the advance of education.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 05 April 2024

Cyfanswm incwm:
£2,534,479

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £0
Weithgareddau elusennol £0
Weithgareddau masnachu eraill £0
Buddsoddiadau £2.53m
Arall £0

Cyfanswm gwariant:
£8,819,474

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £395.18k
Weithgareddau elusennol £8.42m
Arall £0

£9,383,778 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 £395.18k
Gwariant elusennol £8.42m

Pobl

6 Ymddiriedolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Dim gwybodaeth ar gael

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

Y prif fodd i weithredu dibenion yw gwneud grantiau
Yr hyn y mae'r elusen yn ei wneud:
  • Addysg/hyfforddiant
  • Hybu Iechyd Neu’r Achub O Fywydau
  • Anabledd
  • Rhoi Cymorth I’r Tlodion
  • Llety/tai
  • Gweithgareddau Crefyddol
  • Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
  • Amgylchedd/cadwraeth/treftadaeth
  • Economaidd/datblygiad Cymunedol/cyfl Ogaeth
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Yr Henoed/pobl Oedrannus
  • Pobl Ag Anableddau
  • Elusennau Eraill/cyrff Gwirfoddol
  • Y Cyhoedd/dynolryw
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
  • Darparu Adeiladau/cyfl Eusterau/lle Agored
  • Noddi Neu’n Gwneud Gwaith Ymchwil
Ble mae'r elusen yn gweithredu:
  • Cymru A Lloegr

Llywodraethu

Hanes cofrestru:
  • 23 Tachwedd 2007: Cofrestrwyd
Math o sefydliad:
Other
Enwau eraill:
  • THE LIZ AND TERRY BRAMALL CHARITABLE TRUST (Enw blaenorol)
Rhodd cymorth:
Nid yw'n cael ei gydnabod gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Buddsoddi
  • Rheoli risg
  • 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.

6 Ymddiriedolwyr

Enw Rôl Dyddiad y penodiad Ymddiriedolaethau eraill Statws adrodd ymddiriedolaethau eraill
ANTHONY RICHARD SHARP Ymddiriedolwr 18 October 2011
Dim ar gofnod
RACHEL SHIRLEY TUNNICLIFFE Ymddiriedolwr 18 October 2011
Dim ar gofnod
SUZANNAH CLARE ALLARD Ymddiriedolwr
Dim ar gofnod
ELIZABETH BRAMALL Ymddiriedolwr
Dim ar gofnod
Dr TERENCE GEORGE BRAMALL Ymddiriedolwr
Dim ar gofnod
REBECCA HELEN BLETCHER Ymddiriedolwr
OPERA NORTH FUTURE FUND
Derbyniwyd: Ar amser

Hanes ariannol

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

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Cyfanswm Incwm Gros £2.62m £2.16m £2.16m £2.43m £2.53m
Cyfanswm gwariant £7.73m £5.81m £6.06m £6.01m £8.82m
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 £0 £0 £0 £0
Incwm o weithgareddau masnachu eraill £0 £0 £0 £0 £0
Incwm - Weithgareddau elusennol £0 £0 £0 £0 £0
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £2.62m £2.16m £2.16m £2.42m £2.53m
Incwm - Arall £0 £0 £0 £11.00k £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £7.12m £5.35m £5.64m £5.59m £8.42m
Gwariant - Ar godi arian £615.91k £463.66k £415.52k £418.45k £395.18k
Gwariant - Llywodraethu £217.62k £187.22k £174.09k £182.63k £170.94k
Gwariant - Sefydliad grantiau £0 £0 £0 £0 £0
Gwariant - Rheoli buddsoddiadau £398.29k £276.44k £415.52k £418.45k £395.18k
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 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Asedau hunan ddefnydd £0 £0 £0 £0 £0
Buddsoddiadau tymor hir £96.31m £110.03m £110.52m £99.87m £105.33m
Cyfanswm asedau £3.53m £4.97m £5.05m £5.49m £4.38m
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £165.91k £145.20k £740.12k £580.86k £1.83m

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 05 Ebrill 2024 05 Chwefror 2025 Ar amser
Cyfrifon a TAR 05 Ebrill 2024 05 Chwefror 2025 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2023 05 Chwefror 2024 Ar amser
Cyfrifon a TAR 05 Ebrill 2023 05 Chwefror 2024 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2022 01 Chwefror 2023 Ar amser
Cyfrifon a TAR 05 Ebrill 2022 01 Chwefror 2023 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2021 03 Chwefror 2022 Ar amser
Cyfrifon a TAR 05 Ebrill 2021 03 Chwefror 2022 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 05 Ebrill 2020 08 Chwefror 2021 3 diwrnod yn hwyr
Cyfrifon a TAR 05 Ebrill 2020 25 Chwefror 2021 20 diwrnod yn hwyr 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.

DECLARATION OF TRUST DATED 06/07/2007 AS AMENDED BY DEED DATED 27/01/2009 AS AMENDED BY DEED DATED 30/12/2009 AS AMENDED BY DEED DATED 17/03/2011

Gwrthrychau elusennol

2.2 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL. AT SUCH TIMES, IN SUCH MANNER, AND SUBJECT TO SUCH RESTRICTIONS (IF ANY), AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT FOR OR TOWARDS: A. THE ADVANCEMENT OF THE CHRISTIAN FAITH FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH THE STATEMENTS OF BELIEF OF THE CHURCH OF ENGLAND; AND B. THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION BY ALL OR ANY OF THE FOLLOWING MEANS: (A) THE RELIEF OF FINANCIAL HARDSHIP: (B) THE RELIEF OF UNEMPLOYMENT: (C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE: (D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP: (I) IN SETTING UP THEIR OWN BUSINESS, OR (II) TO EXISTING BUSINESSES: (E) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS: (F) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING: (G) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES: (H) THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE: (I) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES: (J) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT: (K) THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE: (L) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME: (M) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES. (C) THE RELIEF OF SICKNESS AND THE ADVANCEMENT OF HEALTH

Maes buddion

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

NOT DEFINED. IN PRACTICE: NATIONALLY.

Contact Information

Cyfeiriad yr elusen:
C/O RAWORTHS LLP
ETON HOUSE
89 STATION PARADE
HARROGATE
HG1 1HF
Ffôn:
01423566666
E-bost:
bramallfoundation@raworths.co.uk
Gwefan:

www.bramallfoundation.org Agorwch mewn ffenestr newydd