Hertford British Charitable Fund

Rhif yr elusen: 248198
Mae'r adroddiad gan yr elusen wedi'i ddiweddaru (ar amser)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

Manage assets to generate income to make grants to charities and, through them, to individuals to (a) preserve, protect, improve & enhance the medical, social, psychological, physical & community health & well-being ; (b) provide relief for those in need, hardship or distress and (c) promote the advancement of health by fostering collaboration between the UK and France in the medical field

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2023

Cyfanswm incwm:
£2,024,774

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 £2.02m
Arall £0

Cyfanswm gwariant:
£1,843,218

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £1.24m
Weithgareddau elusennol £607.35k
Arall £0

-£66,959 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 £1.24m
Gwariant elusennol £607.35k
Cadwyd i'w ddefnyddio yn y dyfodol £181.56k

Pobl

1 Gweithwyr

13 Ymddiriedolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Nifer y cyflogeion
£110k i £120k 1

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:
  • Hybu Iechyd Neu’r Achub O Fywydau
  • Anabledd
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 Sefydliadau
  • Darparu Cyllid Arall
  • Darparu Adnoddau Dynol
  • Darparu Adeiladau/cyfl Eusterau/lle Agored
  • Darparu Gwasanaethau
  • Darparu Eiriolaeth/cyngor/gwybodaeth
Ble mae'r elusen yn gweithredu:
  • Ffrainc

Llywodraethu

Hanes cofrestru:
  • 02 Ionawr 1969: Cofrestrwyd
Math o sefydliad:
Charitable company
Enwau eraill:
  • HOPITAL FRANCO BRITANNIQUE (Enw gwaith)
  • HOPITAL FRANCO-BRITANNIQUE (Enw gwaith)
  • HERTFORD BRITISH HOSPITAL CORPORATION, PARIS (Enw blaenorol)
Rhif y cwmni:
00878934 Agorwch mewn ffenestr newydd
Rhodd cymorth:
Nid yw'n cael ei gydnabod gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Buddiannau croes
  • Polisi a gweithdrefnau cronfeydd arian wrth gefn
  • Polisi a gweithdrefnau rheolaethau ariannol mewnol elusen
  • Polisi a gweithdrefnau buddsoddi cronfeydd elusen
  • Buddsoddi
  • Rheoli risg
  • Polisi a gweithdrefnau diogelu
  • Polisi a gweithdrefnau gwrthdaro buddiannau ymddiriedolwyr
  • Polisi a gweithdrefnau treuliau 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.

13 Ymddiriedolwyr

Enw Rôl Dyddiad y penodiad Ymddiriedolaethau eraill Statws adrodd ymddiriedolaethau eraill
Ian Francois Bernard Gosling Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
SHIRE HALL (DORCHESTER) TRUST
Derbyniwyd: Ar amser
THE DORCHESTER CIVIC SOCIETY
Derbyniwyd: Ar amser
PETER TERRELL Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
CHRISTOPHER MICHAEL WICKER Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
IAN MCDONALD Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
Dr JULIA BACHE Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
SUSAN CHEYNE FCA Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
Paul Johnson-Ferguson Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
Richard Hallows Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
Matthew Kay Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
JULIA HOWES Ymddiriedolwr 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Derbyniwyd: Ar amser
RICHARD DOUGLAS PAUL SEGUIN Ymddiriedolwr 03 April 2025
Dim ar gofnod
STEPHEN COWEN Ymddiriedolwr 03 April 2025
Dim ar gofnod
SANDRA ESQUIVA-HESSE Ymddiriedolwr 03 April 2025
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Cyfanswm Incwm Gros £3.51m £3.34m £2.28m £2.56m £2.02m
Cyfanswm gwariant £2.44m £2.63m £1.75m £992.31k £1.84m
Incwm o gontractau'r llywodraeth £767.86k £694.59k £42.99k 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 £1.17m £968.29k £53.42k £0 £0
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £2.35m £2.37m £2.22m £2.56m £2.02m
Incwm - Arall £0 £0 £0 £0 £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £1.39m £1.39m £416.56k £712.81k £607.35k
Gwariant - Ar godi arian £1.05m £1.25m £1.34m £279.51k £1.24m
Gwariant - Llywodraethu £71.89k £98.10k £353.54k £597.78k £399.66k
Gwariant - Sefydliad grantiau £250.14k £50.43k £63.02k £115.03k £139.60k
Gwariant - Rheoli buddsoddiadau £1.05m £1.25m £1.34m £279.51k £1.24m
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Asedau hunan ddefnydd £2.30m £2.31m £2.03m £11.25m £11.24m
Buddsoddiadau tymor hir £45.35m £48.91m £48.65m £39.08m £39.19m
Cyfanswm asedau £3.40m £4.81m £3.95m £4.00m £2.75m
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £5.50m £6.75m £5.32m £2.44m £1.94m

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 2023 10 Hydref 2024 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2023 10 Hydref 2024 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 31 Rhagfyr 2022 06 Gorffennaf 2023 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2022 06 Gorffennaf 2023 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 31 Rhagfyr 2021 25 Hydref 2022 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2021 25 Hydref 2022 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 31 Rhagfyr 2020 26 Hydref 2021 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2020 26 Hydref 2021 Ar amser Download Agorwch mewn ffenestr newydd
Adroddiad blynyddol 31 Rhagfyr 2019 26 Hydref 2020 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2019 26 Hydref 2020 Ar amser 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 MAY 1966 AS AMENDED 26 APRIL 1979, 29 MAY 1996 AND 27 JANUARY 1999. AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 31 JAN 2024 as amended on 16 Jan 2024

Gwrthrychau elusennol

THE OBJECTS OF THE CHARITY ARE: A) TO PRESERVE, PROTECT, IMPROVE AND ENHANCE THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH OF THE PREFERRED BENEFICIARIES AND OTHER PERSONS RESIDING IN THE COMMUNITIES IN WHICH THEY LIVE INCLUDING BUT NOT LIMITED TO THE PROVISION OF GRANTS AND THE PROVISION OF COMMUNITY FACILITIES AND RESOURCES FOR VOLUNTARY ORGANISATIONS; B) THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS IN PARTICULAR BUT WITHOUT LIMITATION FOR PREFERRED BENEFICIARIES, INCLUDING BUT NOT LIMITED TO THE PROVISION OF ACCOMMODATION SUCH AS CONVALESCENT AND RETIREMENT HOMES AND THE PAYMENT OF COSTS TOWARDS STUDY FOR A PROFESSION, TRADE OR CALLING; AND C) THE ADVANCEMENT OF HEALTH BY FOSTERING COLLABORATION AND COOPERATION BETWEEN BRITAIN AND FRANCE IN THE MEDICAL AND PARA-MEDICAL FIELDS, IN PARTICULAR BUT NOT EXCLUSIVELY BY MAKING GRANTS TO SUPPORT APPLIED RESEARCH INTO HUMAN HEALTH, HOSPITAL CARE (WITH A PREFERENCE FOR SUPPORTING HOSPITAL CARE FOR PREFERRED BENEFICIARIES) OR SUCH OTHER MEANS AS THE TRUSTEES CONSIDER APPROPRIATE, INCLUDING BUT NOT LIMITED TO, MEDICAL RESEARCH, MEDICAL EDUCATION AND THE FOSTERING OF ANGLO-FRENCH CO-OPERATION IN THE MEDICAL FIELD; PREFERRED BENEFICIARIES SHALL MEAN PERSONS RESIDENT IN FRANCE WHO ARE BRITISH AND THEIR IMMEDIATE CLOSE RELATIVES AND OTHER PERSONS RESIDENT IN FRANCE WITH BRITISH CONNECTIONS OR ASSOCIATIONS INCLUDING (BUT WITHOUT LIMITATION) PERSONS WHO HAVE IN THE PAST BEEN RESIDENT IN THE UNITED KINGDOM. VOLUNTARY ORGANISATIONS SHALL MEAN INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES. IN THESE ARTICLES ‘PUBLIC BENEFIT’ MEANS PUBLIC BENEFIT IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES PROVIDED THAT WHEN INTERPRETING THESE ARTICLES AND IN PARTICULAR THE OBJECTS, AND GIVEN THAT THE CHARITABLE ACTIVITY IS MATERIALLY CARRIED OUT IN FRANCE, THE TRUSTEES WILL BE MINDFUL OF THE REQUIREMENTS OF RELEVANT FRENCH LAW WITH REGARDS TO THE RECOGNITION OF THE CHARITY OR ITS ASSOCIATED FRENCH ENTITIES AS BEING “D’UTILITÉ PUBLIQUE” THAT IS, IN THE PUBLIC INTEREST. FOR THE AVOIDANCE OF DOUBT, THE LAW GOVERNING THE CHARITY IS THE LAW OF ENGLAND AND WALES.

Maes buddion

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

FRANCE

Elusennau cysylltiedig

Elusennau cysylltiedig
Elusen gysylltiedig 248198-1 BCF ENDOWMENT
Dogfen lywodraethu
SCHEME OF THE 16TH FEBRUARY 1987 AS AMENDED ON 22ND JANUARY 1998 AS AMENDED BY SCHEME DATED 14 AUG 2024 AS AMENDED BY RESOLUTION DATED 04 DEC 2024 AS AMENDED BY RESOLUTION DATED 01 JAN 2025 AS AMENDED BY RESOLUTION DATED 12 JUN 2025
Gwrthrychau elusennol
THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY AS FOLLOWS: (A) TO PRESERVE, PROTECT, IMPROVE AND ENHANCE THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH OF THE PREFERRED BENEFICIARIES AND OTHER PERSONS RESIDING IN THE COMMUNITIES IN WHICH THEY LIVE INCLUDING BUT NOT LIMITED TO THE PROVISION OF GRANTS AND THE PROVISION OF COMMUNITY FACILITIES AND RESOURCES FOR VOLUNTARY ORGANISATIONS; (B) THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS IN PARTICULAR BUT WITHOUT LIMITATION FOR PREFERRED BENEFICIARIES, INCLUDING BUT NOT LIMITED TO THE PROVISION OF ACCOMMODATION SUCH AS CONVALESCENT AND RETIREMENT HOMES AND THE PAYMENT OF COSTS TOWARDS STUDY FOR A PROFESSION, TRADE OR CALLING; AND (C) THE ADVANCEMENT OF HEALTH BY FOSTERING COLLABORATION AND COOPERATION BETWEEN BRITAIN AND FRANCE IN THE MEDICAL AND PARA-MEDICAL FIELDS, IN PARTICULAR BUT NOT EXCLUSIVELY BY MAKING GRANTS TO SUPPORT APPLIED RESEARCH INTO HUMAN HEALTH, HOSPITAL CARE (WITH A PREFERENCE FOR SUPPORTING HOSPITAL CARE FOR PREFERRED BENEFICIARIES) OR SUCH OTHER MEANS AS THE TRUSTEES CONSIDER APPROPRIATE, INCLUDING BUT NOT LIMITED TO, MEDICAL RESEARCH, MEDICAL EDUCATION AND THE FOSTERING OF ANGLO-FRENCH CO-OPERATION IN THE MEDICAL FIELD; PREFERRED BENEFICIARIES SHALL MEAN PERSONS RESIDENT IN FRANCE WHO ARE BRITISH AND THEIR IMMEDIATE CLOSE RELATIVES AND OTHER PERSONS RESIDENT IN FRANCE WITH BRITISH CONNECTIONS OR ASSOCIATIONS INCLUDING (BUT WITHOUT LIMITATION) PERSONS WHO HAVE IN THE PAST BEEN RESIDENT IN THE UNITED KINGDOM. VOLUNTARY ORGANISATIONS SHALL MEAN INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.
Maes buddion
FOREIGN
Hanes cofrestru
  • 02 Ionawr 1969 : Cofrestrwyd

Contact Information

Cyfeiriad yr elusen:
3 Rue Barbes
92300 LEVALLOIS PERRET
Ffôn:
+33147571945
E-bost:
ihutton@hbhc.fr
Gwefan:

www.british-hospital.org Agorwch mewn ffenestr newydd