THE SIR SIMON MILTON FOUNDATION

Rhif yr elusen: 1149166
Elusen a dynnwyd

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

The overriding aim of the Charity is to continue delivering Sir Simon's vision of a caring city that offers opportunity for all. The Charity's programmes provide young people with jobs and training and ensure that older residents are looked after and valued in their communities. The Charity is committed to developing programmes in partnership with local agencies, residents and beneficiaries.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2017

Cyfanswm incwm:
£1,217,000

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £537.00k
Weithgareddau elusennol £179.00k
Weithgareddau masnachu eraill £501.00k
Buddsoddiadau £0
Arall £0

Cyfanswm gwariant:
£516,000

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £0
Weithgareddau elusennol £357.00k
Arall £0

£0 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 £159.00k
Gwariant elusennol £357.00k
Cadwyd i'w ddefnyddio yn y dyfodol £701.00k

Codi arian

Mae'r elusen hon yn codi arian gan y cyhoedd ond nid yw'n gweithio gyda chyfranogwyr masnachol.

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:
  • Addysg/hyfforddiant
  • Rhoi Cymorth I’r Tlodion
  • Economaidd/datblygiad Cymunedol/cyfl Ogaeth
  • Dibenion Elusennol Erall
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Yr Henoed/pobl Oedrannus
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
  • Darparu Cyllid Arall
  • Arall Neu Ddim Un O’r Rhain
Ble mae'r elusen yn gweithredu:
  • Dinas Westminster
  • Gogledd Iwerddon
  • Yr Alban

Llywodraethu

Hanes cofrestru:
  • 13 Mai 2018: y trosglwyddwyd cronfeydd i 1174405 THE SIR SIMON MILTON FOUNDATION
  • 01 Hydref 2012: Cofrestrwyd
  • 13 Mai 2018: Tynnwyd (WEDI UNO)
Math o sefydliad:
Trust
Enwau eraill:

Dim enwau eraill

Rhodd cymorth:
Dim gwybodaeth ar gael
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Trin cwynion
  • Buddiannau croes
  • Buddsoddi
  • Talu staff
  • Rheoli risg
Tir ac eiddo:
Dim gwybodaeth ar gael

Hanes ariannol

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

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 31/03/2014 31/03/2015 31/03/2016 31/03/2017
Cyfanswm Incwm Gros £412.07k £443.13k £854.00k £1.22m
Cyfanswm gwariant £77.80k £106.46k £359.00k £516.00k
Incwm o gontractau'r llywodraeth N/A £0 £0 £0
Incwm o grantiau'r llywodraeth N/A £30.00k £0 £0
Incwm o roddion a chymynroddion N/A N/A £503.00k £537.00k
Incwm o weithgareddau masnachu eraill N/A N/A £290.00k £501.00k
Incwm - Weithgareddau elusennol N/A N/A £61.00k £179.00k
Incwm - Gwaddolion N/A N/A £0 £0
Incwm - Buddsoddiad N/A N/A £0 £0
Incwm - Arall N/A N/A £0 £0
Incwm - Cymynroddion N/A N/A £2.00k £0
Gwariant - Ggweithgareddau elusennol N/A N/A £246.00k £357.00k
Gwariant - Ar godi arian N/A N/A £113.00k £159.00k
Gwariant - Llywodraethu N/A N/A £108.00k £69.00k
Gwariant - Sefydliad grantiau N/A N/A £0 £0
Gwariant - Rheoli buddsoddiadau N/A N/A £0 £0
Gwariant - Arall N/A N/A £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 31/03/2014 31/03/2015 31/03/2016 31/03/2017
Asedau hunan ddefnydd N/A N/A £0 £0
Buddsoddiadau tymor hir N/A N/A £0 £0
Cyfanswm asedau N/A N/A £1.35m £2.09m
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd N/A N/A £0 £0
Cyfanswm rhwymedigaethau N/A N/A £156.00k £193.00k

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 31 Rhagfyr 2017 Heb ei gyflwyno
Cyfrifon a TAR 31 Rhagfyr 2017 31 Mai 2018 Ar amser
Adroddiad blynyddol 31 Mawrth 2017 15 Rhagfyr 2017 Ar amser
Cyfrifon a TAR 31 Mawrth 2017 15 Rhagfyr 2017 Ar amser
Adroddiad blynyddol 31 Mawrth 2016 06 Ionawr 2017 Ar amser
Cyfrifon a TAR 31 Mawrth 2016 06 Ionawr 2017 Ar amser
Adroddiad blynyddol 31 Mawrth 2015 14 Rhagfyr 2015 Ar amser
Cyfrifon a TAR 31 Mawrth 2015 14 Rhagfyr 2015 Ar amser

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.

TRUST DEED DATED 13 JUN 2012

Gwrthrychau elusennol

THE OBJECTS OF THE CHARITY ('THE OBJECTS') ARE: (I) TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE IN THE CITY OF WESTMINSTER FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSES OF THIS CLAUSE 'SOCIALLY EXCLUDED' MEANS BEING EXCLUDED FROM SOCIETY OR PARTS OF SOCIETY, AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: YOUTH OR OLD AGE; UNEMPLOYMENT; FINANCIAL HARDSHIP; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY, INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER REASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY). (II) TO RELIEVE FINANCIAL HARDSHIP, LONELINESS, SICKNESS AND POOR HEALTH AMONGST ELDERLY PEOPLE IN THE CITY OF WESTMINSTER. (III) THE RELIEF OF UNEMPLOYMENT FOR THE BENEFIT OF PEOPLE LIVING OR WORKING IN THE CITY OF WESTMINSTER IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENT. (IV) TO ACT AS A RESOURCE FOR YOUNG PEOPLE LIVING IN THE CITY OF WESTMINSTER BY PROVIDING ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL AND OTHER ACTIVITIES AS A MEANS OF: (A) ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS; (B) ADVANCING EDUCATION; (C) RELIEVING UNEMPLOYMENT; (D) PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIAL WELFARE FOR PEOPLE LIVING IN THE CITY OF WESTMINSTER WHO HAVE NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS. (V) FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF YOUNG PEOPLE IN THE CITY OF WESTMINSTER IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING BY AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF FURTHER OR HIGHER EDUCATION, OR BY PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT. NOTHING IN THIS DEED SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.