Trosolwg o'r elusen THE ROBERT MCALPINE FOUNDATION
Gweithgareddau - sut mae'r elusen yn gwario ei harian
The Foundation exists to apply its funds and income for the benefit of such charitable purposes or charitable institutions as the Trustees in their discretion determine. The Foundation operates virtually exclusively by making identified benefit grants to carefully selected charitable organisations with less than ?1m income working in the sectors which the Foundation particularly wishes to support
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2023
Cyfanswm incwm:
£1,032,157
| Roddion a chymynroddion | £136.36k | |
| Weithgareddau elusennol | £0 | |
| Weithgareddau masnachu eraill | £0 | |
| Buddsoddiadau | £892.15k | |
| Arall | £3.64k |
Cyfanswm gwariant:
£715,013
| Codi arian | £28.00k | |
| Weithgareddau elusennol | £633.00k | |
| Arall | £54.02k |
£289,954 enillion (colledion) buddsoddiadau
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 | £82.01k | |
| Gwariant elusennol | £633.00k | |
| Cadwyd i'w ddefnyddio yn y dyfodol | £317.14k |
Pobl
4 Ymddiriedolwyr
3 Gwirfoddolwyr