THE LIVERPOOL DIOCESAN BOARD OF FINANCE

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
The development and implementation of mission and church growth strategies. The provision of advisory services to bishops, parishes, schools and church bodies (mainly through employed staff). The support, training, payment and housing of clergy. The support and training of lay people. The management and development of staff members. Contributing to the national work of the Church of England.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2023
Cyfanswm incwm:
£14,276,193
Roddion a chymynroddion | £13.33m | |
Weithgareddau elusennol | £245.85k | |
Weithgareddau masnachu eraill | £0 | |
Buddsoddiadau | £688.19k | |
Arall | £11.00k |
Cyfanswm gwariant:
£14,301,235
Codi arian | £0 | |
Weithgareddau elusennol | £14.04m | |
Arall | £260.53k |
£294,878 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 | £260.53k | |
Gwariant elusennol | £14.04m |
Codi arian a Arall Gwariant | £260.53k | |
Gwariant elusennol | £14.04m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £269.84k |
Pobl

74 Gweithwyr
13 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
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£60k i £70k | 1 |
£70k i £80k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Gweithgareddau Crefyddol
- Amgylchedd/cadwraeth/treftadaeth
- Plant/pobl Ifanc
- Elusennau Eraill/cyrff Gwirfoddol
- Y Cyhoedd/dynolryw
- Rhoi Grantiau I Sefydliadau
- Darparu Cyllid Arall
- Darparu Gwasanaethau
- Gweithredu Fel Corff Mantell Neu Gorff Adnoddau
- Dinas Lerpwl
- Dwyrain Swydd Gaerlleon
- Gorllewin Swydd Gaerlleon A Chaer
- Halton
- Knowsley
- Sefton
- St Helens
- Swydd Gaerhirfryn
- Warrington
- Wigan
Llywodraethu
- 13 Hydref 2022: y derbyniwyd cronfeydd gan 1180224 TRANSFORM NORTHWEST NETWORK
- 14 Tachwedd 1966: Cofrestrwyd
Dim enwau eraill
- Polisi a gweithdrefnau bwlio ac aflonyddu
- Polisi a gweithdrefnau ymgyrchoedd a gweithgaredd gwleidyddol
- Trin cwynion
- Polisi a gweithdrefnau cwynion
- Buddiannau croes
- 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
- Diogelu buddiolwyr agored i niwed
- Polisi a gweithdrefnau adrodd am ddigwyddiadau difrifol
- Polisi a gweithdrefnau cyfryngau cymdeithasol
- Polisi a gweithdrefnau gwrthdaro buddiannau ymddiriedolwyr
- Polisi a gweithdrefnau treuliau ymddiriedolwyr
- Rheoli gwirfoddolwyr
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 | ||||||
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Rev Canon Emma Louise Williams | Ymddiriedolwr | 01 January 2022 |
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Rev Miranda Threlfall-Holmes | Ymddiriedolwr | 01 January 2022 |
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Richard Denno | Ymddiriedolwr | 01 January 2022 |
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Canon Margaret Anne Swinson | Ymddiriedolwr | 01 January 2022 |
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Gabriel Kai Yin Chiu | Ymddiriedolwr | 01 January 2022 |
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Stephen Philip Derringer | Ymddiriedolwr | 01 January 2022 |
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Rev Peter Dawkin | Ymddiriedolwr | 01 January 2019 |
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Venerable Simon Fisher | Ymddiriedolwr | 01 January 2019 |
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Keith William Cawdron | Ymddiriedolwr | 01 January 2019 |
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Rt Rev Beverley Mason | Ymddiriedolwr | 17 November 2018 |
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Philip Stott | Ymddiriedolwr | 01 January 2016 |
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Angela Matthewson | Ymddiriedolwr | 01 January 2016 |
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Venerable Peter Hendry Spiers | Ymddiriedolwr | 14 November 2015 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £12.15m | £15.12m | £15.00m | £15.39m | £14.28m | |
|
Cyfanswm gwariant | £12.27m | £13.62m | £14.57m | £14.73m | £14.30m | |
|
Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o grantiau'r llywodraeth | N/A | £175.44k | £32.86k | N/A | N/A | |
|
Incwm o roddion a chymynroddion | £11.02m | £13.78m | £13.53m | £13.15m | £13.33m | |
|
Incwm o weithgareddau masnachu eraill | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Weithgareddau elusennol | £398.35k | £480.75k | £355.32k | £460.99k | £245.85k | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Buddsoddiad | £643.33k | £600.11k | £646.79k | £682.30k | £688.19k | |
|
Incwm - Arall | £80.76k | £260.64k | £451.57k | £1.10m | £11.00k | |
|
Incwm - Cymynroddion | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Ggweithgareddau elusennol | £12.27m | £13.28m | £14.37m | £14.51m | £14.04m | |
|
Gwariant - Ar godi arian | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Llywodraethu | £202.73k | £321.19k | £0 | £212.52k | £260.53k | |
|
Gwariant - Sefydliad grantiau | £606.71k | £311.26k | £376.57k | £996.29k | £1.94m | |
|
Gwariant - Rheoli buddsoddiadau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Arall | £2.75k | £344.44k | £207.30k | £212.52k | £260.53k |
Asedau a rhwymedigaethau
Diffiniadau ar gyfer asedau a rhwymedigaethau
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 HirBuddsoddiadau 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 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 ddiffiniwydArian 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 rhwymedigaethauDyma’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.
Asset / Liability | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Asedau hunan ddefnydd | £40.27m | £39.99m | £39.90m | £39.03m | £38.85m | |
|
Buddsoddiadau tymor hir | £9.51m | £9.78m | £10.35m | £9.81m | £10.10m | |
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Cyfanswm asedau | £1.47m | £3.74m | £3.79m | £5.08m | £5.14m | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£666.00k | -£322.50k | £0 | £0 | £0 | |
|
Cyfanswm rhwymedigaethau | £4.56m | £5.43m | £5.28m | £5.04m | £4.94m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Rhagfyr 2023 | 31 Hydref 2024 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2023 | 31 Hydref 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2022 | 31 Hydref 2023 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2022 | 31 Hydref 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2021 | 31 Hydref 2022 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2021 | 31 Hydref 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2020 | 29 Hydref 2021 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2020 | 29 Hydref 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Rhagfyr 2019 | 18 Hydref 2020 | Ar amser | |
Cyfrifon a TAR | 31 Rhagfyr 2019 | 18 Hydref 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10TH MAY 1883 AS AMENDED BY SPECIAL RESOLUTION DATED 06 NOVEMBER 2003
Gwrthrychau elusennol
TO ADVANCE RELIGION AND TO ACT AS THE ADMINISTRATIVE UNIT OF THE CHURCH OF ENGLAND IN THE DIOCESE.
Maes buddion
DIOCESE OF LIVERPOOL
Contact Information
- Cyfeiriad yr elusen:
-
St James' House
20 St James Road
Liverpool
L1 7BY
- Ffôn:
- 01517099722
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