OAK FOUNDATION

Rhif yr elusen: 1099052
Elusen a dynnwyd

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

OAK FOUNDATION'S MAIN OBJECTIVE IS TO PROVIDE AND MANAGE AFFORDABLE HOMES AND A RANGE OF RELATED SERVICES FOR PEOPLE WHO NEED THEM. OUR MISSION, VALUES AND GOALS PROVIDE THE FRAMEWORK FOR ALL THAT WE DO. OUR MISSION IS: "OAK FOUNDATION AIMS TO LEAD THE WAY IN WORKING WITH OTHERS TO PROVIDE THE HIGHEST QUALITY AFFORDABLE HOMES AND CUSTOMER FOCUSED SERVICES IN THE COMMUNITIES WE SERVE."

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2018

Cyfanswm incwm:
£3,983,000

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £0
Weithgareddau elusennol £3.98m
Weithgareddau masnachu eraill £0
Buddsoddiadau £0
Arall £0

Cyfanswm gwariant:
£4,738,000

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £0
Weithgareddau elusennol £4.74m
Arall £0

£39,000 enillion (colledion) buddsoddiadau

Mae cyfanswm yr incwm yn cynnwys £350,000 o 4 gontract(au) llywodraeth

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 £0
Gwariant elusennol £4.74m

Codi arian

Nid yw'r elusen hon yn codi arian gan y cyhoedd.

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

Yr hyn y mae'r elusen yn ei wneud:
  • Addysg/hyfforddiant
  • Hybu Iechyd Neu’r Achub O Fywydau
  • Anabledd
  • Rhoi Cymorth I’r Tlodion
  • Llety/tai
  • Economaidd/datblygiad Cymunedol/cyfl Ogaeth
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Yr Henoed/pobl Oedrannus
  • Pobl Ag Anableddau
  • Pobl O Dras Ethnig Neu Hiliol Arbennig
  • Elusennau Eraill/cyrff Gwirfoddol
Sut mae'r elusen yn helpu:
  • Darparu Adnoddau Dynol
  • Darparu Adeiladau/cyfl Eusterau/lle Agored
  • Darparu Gwasanaethau
  • Darparu Eiriolaeth/cyngor/gwybodaeth
  • Gweithredu Fel Corff Mantell Neu Gorff Adnoddau
Ble mae'r elusen yn gweithredu:
  • Swydd Gaergrawnt

Llywodraethu

Hanes cofrestru:
  • 19 Awst 2003: Cofrestrwyd
  • 17 Rhagfyr 2020: Tynnwyd (WEDI PEIDIO Â BODOLI)
Math o sefydliad:
Charitable company
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:
  • Trin cwynion
  • Buddiannau croes
  • Buddsoddi
  • Talu staff
  • Rheoli risg
  • Diogelu buddiolwyr agored i niwed
  • Rheoli gwirfoddolwyr
Tir ac eiddo:
Mae'r elusen hon yn berchen ar ac/neu'n gosod tir neu eiddo ar brydles

Hanes ariannol

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

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 31/03/2014 31/03/2015 31/03/2016 31/03/2017 31/03/2018
Cyfanswm Incwm Gros £3.71m £5.37m £6.33m £8.80m £3.98m
Cyfanswm gwariant £4.13m £4.32m £4.00m £3.97m £4.74m
Incwm o gontractau'r llywodraeth N/A £13.00k £13.00k £14.00k £350.00k
Incwm o grantiau'r llywodraeth N/A £0 £0 £0 N/A
Incwm o roddion a chymynroddion £0 £0 £0 £5.00m £0
Incwm o weithgareddau masnachu eraill £0 £0 £0 £0 £0
Incwm - Weithgareddau elusennol £3.71m £5.37m £6.33m £3.80m £3.98m
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £0 £0 £0 £0 £0
Incwm - Arall £0 £0 £0 £0 £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £4.13m £4.32m £4.00m £3.97m £4.74m
Gwariant - Ar godi arian N/A N/A £0 £0 £0
Gwariant - Llywodraethu £0 £0 £0 £0 £0
Gwariant - Sefydliad grantiau £0 £0 £0 £0 £0
Gwariant - Rheoli buddsoddiadau £0 £0 £0 £0 £0
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 31/03/2014 31/03/2015 31/03/2016 31/03/2017 31/03/2018
Asedau hunan ddefnydd £36.06m £33.06m £40.62m £45.00m £45.42m
Buddsoddiadau tymor hir £0 £0 £55.00k £56.00k £878.00k
Cyfanswm asedau £1.49m £540.00k £2.15m £7.18m £5.09m
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £16.97m £15.75m £20.26m £24.83m £24.68m

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 Mawrth 2020 Heb ei gyflwyno
Cyfrifon a TAR 31 Mawrth 2020 Heb ei gyflwyno
Adroddiad blynyddol 31 Mawrth 2019 Heb ei gyflwyno
Cyfrifon a TAR 31 Mawrth 2019 Heb ei gyflwyno
Adroddiad blynyddol 31 Mawrth 2018 31 Ionawr 2019 Ar amser
Cyfrifon a TAR 31 Mawrth 2018 31 Ionawr 2019 Ar amser
Adroddiad blynyddol 31 Mawrth 2017 04 Hydref 2017 Ar amser
Cyfrifon a TAR 31 Mawrth 2017 04 Hydref 2017 Ar amser

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 2 JUNE 2003 AS AMENDED BY SPECIAL RESOLUTION DATED 2 AUGUST 2003.

Gwrthrychau elusennol

1) PROVIDE HOUSING AND ANY ASSOCIATED AMENITIES, SERVICES OR ASSISTANCE FOR PEOPLE IN NECESSITOUS CIRCUMSTANCES ON TERMS APPROPRIATE TO THEIR MEANS; 2) PROVIDE SPECIALLY DESIGNED OR ADOPTED HOUSING AND ASSOCIATED AMENITIES, SERVICES OR ASSISTANCE FOR PEOPLE WHO NEED IT OR THEM BECAUSE OF AGE, SICKNESS OR MENTAL OR PHYSICAL DISABILITIES; 3) PROVIDE HOUSING AND ANY ASSOCIATED AMENITIES, SERVICES OR ASSISTANCE FOR ANY OTHERS FOR WHOM IT IS CHARITABLE TO DO SO; 4) PROVIDE CARE, SUPPORT AND OTHER SERVICES OR ASSISTANCE TO PEOPLE WHO ARE AGED, WHO HAVE MENTAL OR PHYSICAL DISABILITIES OR WHO ARE CHRONICALLY SICK IN ORDER TO RELIEVE THEIR NEEDS; 5) RELIEVE UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT INCLUDING PROVIDING ASSISTANCE IN FINDING EMPLOYMENT; 6) ADVANCE EDUCATION GENERALLY AND IN PARTICULAR BY THE PROVISION OF TRAINING FACILITIES AND WORK EXPERIENCE FOR YOUNG PEOPLE, THOSE RETURNING TO WORK, THOSE IN UNSKILLED OR LOW PAID WORK AND OTHERS IN NEED OF SUCH PROVISION BECAUSE OF NECESSITOUS CIRCUMSTANCES OR OTHERWISE; AND 7) UNDERTAKE SUCH OTHER CHARITABLE PURPOSES AS THE BOARD MAY FROM TIME TO TIME DETERMINE.

Maes buddion

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

NOT DEFINED