THE CHESTER BLUECOAT CHARITY

Rhif yr elusen: 1186378
Mae adrodd am yr elusen yn gyfredol (yn brydlon)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

Tackling the causes of poverty, disadvantage and inequality across the city of Chester and the surrounding area through funding to charitable and community organisations; provision of almshouse accommodation; and by sponsoring educational bursaries. The Charity also provides affordable office space and room hire for Third Sector organisations at its charity hub where it is also based.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 30 December 2023

Cyfanswm incwm:
£551,483

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £3.98k
Weithgareddau elusennol £185.22k
Weithgareddau masnachu eraill £0
Buddsoddiadau £362.28k
Arall £0

Cyfanswm gwariant:
£548,841

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £5.47k
Weithgareddau elusennol £543.37k
Arall £0

£43,670 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 £5.47k
Gwariant elusennol £543.37k
Cadwyd i'w ddefnyddio yn y dyfodol £2.64k

Pobl

4 Gweithwyr

10 Ymddiriedolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Nid oes gan unrhyw weithwyr gyfanswm buddion dros £60,000

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:
  • Addysg/hyfforddiant
  • Anabledd
  • Rhoi Cymorth I’r Tlodion
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
Ble mae'r elusen yn gweithredu:
  • Gorllewin Swydd Gaerlleon A Chaer

Llywodraethu

Hanes cofrestru:
  • 15 Hydref 1999: Cofrestrwyd
Math o sefydliad:
Charitable company
Enwau eraill:

Dim enwau eraill

Rhif y cwmni:
12305820 Agorwch mewn ffenestr newydd
Rhodd cymorth:
A gydnabyddir gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Polisi a gweithdrefnau bwlio ac aflonyddu
  • Polisi a gweithdrefnau ymgyrchoedd a gweithgaredd gwleidyddol
  • Trin cwynion
  • Polisi a gweithdrefnau cwynion
  • Buddiannau croes
  • Cynnwys siaradwyr allanol mewn digwyddiadau elusennol polisi a gweithdrefnau
  • 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
  • Polisi a gweithdrefnau adrodd am ddigwyddiadau difrifol
  • Polisi a gweithdrefnau cyfryngau cymdeithasol
  • Polisi a gweithdrefnau gwrthdaro buddiannau ymddiriedolwyr
  • Polisi a gweithdrefnau treuliau ymddiriedolwyr
Tir ac eiddo:
Nid yw'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.

10 Ymddiriedolwyr

Enw Rôl Dyddiad y penodiad Ymddiriedolaethau eraill Statws adrodd ymddiriedolaethau eraill
Susan Claire Danby Ymddiriedolwr 28 May 2025
THE QUEEN'S SCHOOL CHESTER
Derbyniwyd: Ar amser
Dr Nigel Thomas Ymddiriedolwr 28 May 2025
Dim ar gofnod
Michael Snape Ymddiriedolwr 28 May 2025
Dim ar gofnod
Jacqui Harvey Ymddiriedolwr 24 July 2024
Dim ar gofnod
Dr Hannah Symons Ymddiriedolwr 24 July 2024
Dim ar gofnod
Justin Rice-Jones Ymddiriedolwr 04 June 2024
Dim ar gofnod
Andrew Farrall Ymddiriedolwr 04 June 2024
Dim ar gofnod
Councillor Paul Chamberlain Ymddiriedolwr 04 June 2024
Dim ar gofnod
Laura Fearnall Ymddiriedolwr 04 June 2024
Dim ar gofnod
Robert Bisset Ymddiriedolwr 04 June 2024
THE CHESHIRE WEST AND CHESTER CHAIRMAN'S TRUST
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 30/12/2020 30/12/2021 30/12/2022 30/12/2023
Cyfanswm Incwm Gros £0 £0 £0 £551.48k
Cyfanswm gwariant £0 £0 £0 £548.84k
Incwm o gontractau'r llywodraeth N/A N/A N/A N/A
Incwm o grantiau'r llywodraeth N/A N/A N/A N/A
Incwm o roddion a chymynroddion N/A N/A N/A £3.98k
Incwm o weithgareddau masnachu eraill N/A N/A N/A £0
Incwm - Weithgareddau elusennol N/A N/A N/A £185.22k
Incwm - Gwaddolion N/A N/A N/A £0
Incwm - Buddsoddiad N/A N/A N/A £362.28k
Incwm - Arall N/A N/A N/A £0
Incwm - Cymynroddion N/A N/A N/A £0
Gwariant - Ggweithgareddau elusennol N/A N/A N/A £543.37k
Gwariant - Ar godi arian N/A N/A N/A £5.47k
Gwariant - Llywodraethu N/A N/A N/A £19.25k
Gwariant - Sefydliad grantiau N/A N/A N/A £216.33k
Gwariant - Rheoli buddsoddiadau N/A N/A N/A £5.47k
Gwariant - Arall N/A N/A N/A £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 30/12/2020 30/12/2021 30/12/2022 30/12/2023
Asedau hunan ddefnydd N/A N/A N/A £6.03m
Buddsoddiadau tymor hir N/A N/A N/A £3.70m
Cyfanswm asedau N/A N/A N/A £267.69k
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd N/A N/A N/A £0
Cyfanswm rhwymedigaethau N/A N/A N/A £728.83k

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 Rhagfyr 2023 29 Hydref 2024 Ar amser
Cyfrifon a TAR 30 Rhagfyr 2023 29 Hydref 2024 Ar amser
Adroddiad blynyddol 30 Rhagfyr 2022 18 Hydref 2023 Ar amser
Cyfrifon a TAR 30 Rhagfyr 2022 Ddim yn ofynnol
Adroddiad blynyddol 30 Rhagfyr 2021 01 Tachwedd 2022 2 diwrnod yn hwyr
Cyfrifon a TAR 30 Rhagfyr 2021 Ddim yn ofynnol
Adroddiad blynyddol 30 Rhagfyr 2020 03 Tachwedd 2021 4 diwrnod yn hwyr
Cyfrifon a TAR 30 Rhagfyr 2020 Ddim yn ofynnol
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.

MEMORANDUM AND ARTICLES INCORPORATED 08 NOV 2019 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19 FEB 2021 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 MAR 2023 as amended on 27 Mar 2023

Gwrthrychau elusennol

1.1 THE RELIEF OF POVERTY FOR THE PUBLIC BENEFIT BY THE PROVISION OF HOUSING ACCOMMODATION TO PERSONS WHO: (I) ARE IN NEED, HARDSHIP OR DISTRESS; AND (II) ARE RESIDENT IN THE AREA OF BENEFIT AND SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF SUCH PERSONS AS THE TRUSTEES DECIDE; 1.2 THE RELIEF, FOR THE BENEFIT OF THE PUBLIC, OF THOSE PEOPLE WHO ARE IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND RESIDENT IN THE AREA OF BENEFIT BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING): 1.2.1 MAKING GRANTS OF MONEY; OR 1.2.2 PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES; OR 1.2.3 MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO PEOPLE IN NEED; 1.3 TO PROMOTE, FOR THE BENEFIT OF THE PUBLIC, THE EDUCATION OF PERSONS WHO: 1.3.1 ARE UNDER THE AGE OF 25; AND 1.3.2 ARE IN NEED OF FINANCIAL ASSISTANCE; AND 1.3.3 ARE RESIDENT IN THE AREA OF BENEFIT. BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR INDIVIDUALS, SCHOOLS AND OTHER EDUCATIONAL, TRAINING, SOCIAL AND CIVIC DEVELOPMENT ORGANISATIONS WITHIN THE AREA OF BENEFIT.

Elusennau cysylltiedig

Elusennau cysylltiedig
Elusen gysylltiedig 1186378-1 CHESTER MUNICIPAL CHARITIES
Dogfen lywodraethu
SCHEME OF 23 DECEMBER 2010 AS AMENDED BY SCHEME DATED 18 DEC 2020 AS AMENDED BY RESOLUTION DATED 09 JUL 2024
Gwrthrychau elusennol
(1) THE RELIEF OF POVERTY FOR THE PUBLIC BENEFIT BY THE PROVISION OF HOUSING ACCOMMODATION TO PERSONS WHO: (A) ARE IN NEED, HARDSHIP OR DISTRESS; AND (B) ARE RESIDENT IN THE AREA OF BENEFIT. (2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE. (3) THE RELIEF, FOR THE BENEFIT OF THE PUBLIC, OF THOSE PEOPLE WHO ARE: (A) IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND (B) RESIDENT IN THE AREA OF BENEFIT. (¶PEOPLE IN NEED÷) (4) THE TRUSTEES MAY RELIEVE PEOPLE IN NEED BY: (A) MAKING GRANTS OF MONEY TO THEM; OR (B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR (C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO PEOPLE IN NEED. (5) IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST PEOPLE IN NEED WHO ARE: (A) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR (B) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT. (6) TO PROMOTE, FOR THE BENEFIT OF THE PUBLIC, THE EDUCATION OF PERSONS WHO: (A) ARE UNDER THE AGE OF 25; AND (B) ARE IN NEED OF FINANCIAL ASSISTANCE; AND (C) ARE RESIDENT IN THE AREA OF BENEFIT. BY THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR INDIVIDUALS, SCHOOLS AND OTHER EDUCATIONAL, TRAINING, SOCIAL AND CIVIC DEVELOPMENTS ORGANISATIONS WITHIN THE AREA OF BENEFIT.
Maes buddion
CITY OF CHESTER AND ITS SURROUNDING AREA
Hanes cofrestru
  • 15 Hydref 1999 : Cofrestrwyd

Gwybodaeth gyswllt

Cyfeiriad yr elusen:
The Bluecoat
Upper Northgate Street
Chester
CH1 4EE
Ffôn:
01244345787
E-bost:
office@thechesterbluecoatcharity.co.uk
Gwefan:

https://thechesterbluecoatcharity.co.uk/ Agorwch mewn ffenestr newydd