LADY ELIZABETH HASTINGS' ESTATE CHARITY

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Management of the charity's property and investment portfolio in order to provide grant funding for educational and religious purposes.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 24 June 2024

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.

Codi arian

Dim gwybodaeth ar gael

Masnachu

Nid oes gan yr elusen hon unrhyw is-gyrff masnachu.

Taliadau i ymddiriedolwyr

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Beth, pwy, sut, ble

Y prif fodd i weithredu dibenion yw gwneud grantiau
Yr hyn y mae'r elusen yn ei wneud:
  • Addysg/hyfforddiant
  • Rhoi Cymorth I’r Tlodion
  • Gweithgareddau Crefyddol
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Grwpiau Diffi Niedig Eraill
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
  • Gweithredu Fel Corff Mantell Neu Gorff Adnoddau
Ble mae'r elusen yn gweithredu:
  • Calderdale
  • Dinas Bradford
  • Dinas Leeds
  • Dinas Wakefield
  • Gogledd Swydd Gaerefrog
  • Kirklees

Llywodraethu

Hanes cofrestru:
  • 06 Mawrth 1964: Cofrestrwyd
Math o sefydliad:
Other
Enwau eraill:

Dim enwau eraill

Rhodd cymorth:
Nid yw'n cael ei gydnabod gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Polisi a gweithdrefnau cwynion
  • Buddiannau croes
  • Polisi a gweithdrefnau cronfeydd arian wrth gefn
  • Polisi a gweithdrefnau rheoli risg mewnol
  • Polisi a gweithdrefnau buddsoddi cronfeydd elusen
  • Buddsoddi
  • Rheoli risg
  • Polisi a gweithdrefnau adrodd am ddigwyddiadau difrifol
  • 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.

1 Ymddiriedolwyr

Enw Rôl Dyddiad y penodiad Ymddiriedolaethau eraill Statws adrodd ymddiriedolaethau eraill
THE LADY ELIZABETH HASTINGS' CHARITIES TRUSTEE LIMITED Ymddiriedolwr 23 May 2012
Dim ar gofnod

Hanes ariannol

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

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 24/06/2020 24/06/2021 24/06/2022 24/06/2023 24/06/2024
Cyfanswm Incwm Gros £629.37k £627.58k £665.33k £744.54k £656.49k
Cyfanswm gwariant £618.78k £577.82k £639.59k £704.15k £998.78k
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 £629.37k £627.58k £665.33k £637.04k £656.49k
Incwm - Arall £0 £0 £0 £107.50k £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £429.42k £320.92k £466.58k £482.08k £669.68k
Gwariant - Ar godi arian £189.36k £256.90k £173.01k £222.06k £329.11k
Gwariant - Llywodraethu £17.25k £16.53k £18.79k £21.17k £21.44k
Gwariant - Sefydliad grantiau £59.26k £50.37k £60.88k £174.53k £370.41k
Gwariant - Rheoli buddsoddiadau £189.36k £256.90k £173.01k £222.06k £329.11k
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 24/06/2020 24/06/2021 24/06/2022 24/06/2023 24/06/2024
Asedau hunan ddefnydd £0 £10.56m £6.87k £10.65m £0
Buddsoddiadau tymor hir £20.94m £12.40m £22.33m £11.95m £24.12m
Cyfanswm asedau £777.18k £584.05k £577.12k £596.98k £395.97k
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £54.90k £62.90k £98.27k £103.72k £209.79k

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 24 Mehefin 2024 24 Ebrill 2025 Ar amser
Cyfrifon a TAR 24 Mehefin 2024 24 Ebrill 2025 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 24 Mehefin 2023 12 Ebrill 2024 Ar amser
Cyfrifon a TAR 24 Mehefin 2023 12 Ebrill 2024 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 24 Mehefin 2022 17 Hydref 2022 Ar amser
Cyfrifon a TAR 24 Mehefin 2022 17 Hydref 2022 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 24 Mehefin 2021 16 Tachwedd 2021 Ar amser
Cyfrifon a TAR 24 Mehefin 2021 16 Tachwedd 2021 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 24 Mehefin 2020 10 Rhagfyr 2020 Ar amser
Cyfrifon a TAR 24 Mehefin 2020 10 Rhagfyr 2020 Ar amser Download Agorwch mewn ffenestr newydd
Cyflwyno datganiad ariannol blynyddol Agorwch mewn ffenestr newydd

Elusennau cysylltiedig

Elusennau cysylltiedig
Dogfen lywodraethu
SCHEME DATED 10/04/2012
Gwrthrychau elusennol
(A) THE PROMOTION OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE EITHER RESIDENT IN THE AREA OF BENEFIT OR HAVE AT ANY TIME ATTENDED EITHER OF THE CHARITY SCHOOLS OR THE LADY ELIZABETH HASTINGS’ CHURCH OF ENGLAND SCHOOL AT COLLINGHAM BY THE PROVISION OF FINANCIAL ASSISTANCE IN THE FORM OF GRANTS OR LOANS AT INTEREST OR INTEREST FREE, TO ANY CHARITABLE TRUST, ASSOCIATION OR INSTITUTION WHICH IS ESTABLISHED PRIMARILY FOR THE PROMOTION OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) WITHIN THE AREA OF BENEFIT OR IN SUCH OTHER WAYS AS THE TRUSTEE THINKS FIT AND PROVIDED THAT PERSONS WHO HAVE RECEIVED ASSISTANCE UNDER THIS CLAUSE BY VIRTUE OF THEIR RESIDENCE, BUT HAVE MOVED TO RESIDE OUTSIDE THE AREA OF BENEFIT, MAY CONTINUE TO RECEIVE ASSISTANCE AT THE DISCRETION OF THE TRUSTEE; (B) TO MAKE AN ANNUAL PAYMENT OF £2,000 TO THE BISHOP OF SODOR AND MAN FOR DISTRIBUTION BY HIM FOR THE FURTHERANCE OF EDUCATION IN SCHOOLS IN HIS DIOCESE; (C) TO MAKE ANNUAL PAYMENTS OF £600 TO THE GOVERNORS FOR THE TIME BEING OF PONTEFRACT CHURCH OF ENGLAND JUNIOR AND INFANTS SCHOOL, PONTEFRACT, WEST YORKSHIRE AND NOT MORE THAN £3,000 TO THE GOVERNORS FOR THE TIME BEING OF LADY ELIZABETH HASTINGS’ CHURCH OF ENGLAND SCHOOL, AT COLLINGHAM, WEST YORKSHIRE TO BE APPLIED BY THEM IN ONE OR BOTH OF THE FOLLOWING WAYS: (I) TOWARDS DISCHARGING THEIR OBLIGATIONS UNDER THE SCHOOLS STANDARDS AND FRAMEWORK ACT 1998 WITH RESPECT TO THE MAINTENANCE OF THEIR SCHOOL; (II) IN PROVIDING AT THEIR SCHOOL SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THEM AND THE TRUSTEE. (D) TO MAKE AN ANNUAL PAYMENT OF £3,000 TO EACH OF THE CHARITY SCHOOLS FOR THE PROVISION OF SPECIAL BENEFITS AT THOSE SCHOOLS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEE AND THE GOVERNORS OF THE CHARITY SCHOOL CONCERNED; (E) TO MAKE ANNUAL PAYMENTS OF THE SUMS IDENTIFIED IN COLUMN 1 OF THE TABLE IN PART 2 OF THE SCHEDULE TO THIS SCHEME TO THE VICARS OR RECTORS FOR TIME BEING OF THE ECCLESIASTICAL PARISHES IDENTIFIED IN COLUMN 2 OF THE TABLE FOR APPLICATION IN PROMOTING THE EDUCATION (INCLUDING INSTRUCTION IN THE DOCTRINES OF THE CHURCH OF ENGLAND) OF PERSONS WHO ARE RESIDENT IN THE RESPECTIVE ECCLESIASTICAL PARISHES.
Maes buddion
THE PARISH OF BURTON SALMON, IN THE COUNTY OF NORTH YORKSHIRE; THE ECCLESIASTICAL PARISHES OF THORP ARCH, COLLINGHAM WITH HAREWOOD, BARDSEY WITH EAST KESWICK, AND SHADWELL, IN THE COUNTY OF WEST YORKSHIRE; AND THE ECCLESIASTICAL PARISH OF LEDSHAM WITH FAIRBURN IN THE COUNTIES OF NORTH AND WEST YORKSHIRE.
Hanes cofrestru
  • 06 Mawrth 1964 : Cofrestrwyd

Contact Information

Cyfeiriad yr elusen:
CARTER JONAS
82 MICKLEGATE
YORK
YO1 6LF
Ffôn:
01904558212