Trosolwg o'r elusen THE HARPUR TRUST

Rhif yr elusen: 1066861
Mae'r adroddiad gan yr elusen wedi'i ddiweddaru (ar amser)

Gweithgareddau - sut mae'r elusen yn gwario ei harian

A local foundation that uses the legacy of Sir William Harpur, the founder in 1566, to benefit the inhabitants of the Borough of Bedford through the promotion of education; the relief of poverty, sickness and distress; and the provision of recreational facilities with a social welfare purpose.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 30 June 2023

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

Nid yw ymddiriedolwyr yn derbyn unrhyw daliad cydnabyddiaeth, taliadau neu fuddion gan yr elusen.