OPEN SOCIETY FOUNDATION

Rhif yr elusen: 1105069
Elusen a dynnwyd

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

Advancement of education Advancement of good citizenship and civil society Advancement of human rights Promotion of conflict resolution and reconciliation Promotion of equality and diversity Relief of those in need by reason of youth, age, disability or other disadvantage Prevention and relief of poverty Advancement of health

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2016

Cyfanswm incwm:
£15,097,093

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £15.10m
Weithgareddau elusennol £0
Weithgareddau masnachu eraill £0
Buddsoddiadau £301
Arall £0

Cyfanswm gwariant:
£16,806,888

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £0
Weithgareddau elusennol £16.81m
Arall £0

£0 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 £0
Gwariant elusennol £16.81m

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

Y prif fodd i weithredu dibenion yw gwneud grantiau
Yr hyn y mae'r elusen yn ei wneud:
  • Dibenion Elusennol Cyffredinol
  • Addysg/hyfforddiant
  • Anabledd
  • Rhoi Cymorth I’r Tlodion
  • Hawliau Dynol/cytgord Crefyddol Neu Hiliol/cydraddoldeb Neu Amrywiaeth
  • Dibenion Elusennol Erall
Pwy mae'r elusen yn eu helpu:
  • Plant/pobl Ifanc
  • Pobl Ag Anableddau
  • Pobl O Dras Ethnig Neu Hiliol Arbennig
  • Elusennau Eraill/cyrff Gwirfoddol
  • Y Cyhoedd/dynolryw
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
  • Darparu Adnoddau Dynol
  • Darparu Eiriolaeth/cyngor/gwybodaeth
  • Noddi Neu’n Gwneud Gwaith Ymchwil
Ble mae'r elusen yn gweithredu:
  • Affganistan
  • Albania
  • Armenia
  • Aserbaijan
  • Bangladesh
  • Belarws
  • Bosnia And Herzegovina
  • Bwlgaria
  • Byrma
  • Cambodia
  • Cenia
  • Colombia
  • Congo (Gweriniaeth Ddemocrataidd)
  • Croatia
  • De Affrica
  • El Salvador
  • Eritrea
  • Ethiopia
  • Georgia
  • Groeg
  • Gweriniaeth De Swdan
  • Gwlad Belg
  • Hwngari
  • Indonesia
  • Israel
  • Kazakstan
  • Kosovo
  • Kyrgyzstan
  • Laos
  • Latfia
  • Liberia
  • Macedonia
  • Mali
  • Moldofa
  • Mongolia
  • Montenegro
  • Mosambic
  • Nepal
  • Niger
  • Norwy
  • Pakistan
  • Philipinas
  • Rwmania
  • Sbaen
  • Serbia
  • Sri Lanka
  • Syria
  • Tajikistan
  • Tiriogaethau Palesteina
  • Tsieina
  • Tunisia
  • Turkmenistan
  • Twrci
  • Ukrain
  • Unol Daleithiau
  • Uzbekistan
  • Y Ffindir
  • Yr Aifft
  • Yr Almaen
  • Yr Eidal
  • Y Swdan
  • Y Weriniaeth Tsiec
  • Zambia
  • Zimbabwe

Llywodraethu

Hanes cofrestru:
  • 23 Gorffennaf 2004: Cofrestrwyd
  • 04 Gorffennaf 2018: Tynnwyd (WEDI PEIDIO Â BODOLI)
Math o sefydliad:
Charitable company
Enwau eraill:
  • IUF LTD (Enw blaenorol)
Rhodd cymorth:
Dim gwybodaeth ar gael
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Trin cwynion
  • Buddiannau croes
  • Talu staff
  • Rheoli risg
Tir ac eiddo:
Dim gwybodaeth ar gael

Hanes ariannol

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

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 31/12/2012 31/12/2013 31/12/2014 31/12/2015 31/12/2016
Cyfanswm Incwm Gros £15.29m £14.35m £13.23m £17.07m £15.10m
Cyfanswm gwariant £13.50m £14.63m £13.14m £17.50m £16.81m
Incwm o gontractau'r llywodraeth N/A N/A N/A £0 £0
Incwm o grantiau'r llywodraeth N/A N/A N/A £0 £0
Incwm o roddion a chymynroddion £15.29m £14.35m £13.23m £0 £15.10m
Incwm o weithgareddau masnachu eraill £0 £0 £0 £0 £0
Incwm - Weithgareddau elusennol £0 £0 £0 £17.07m £0
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £0 £262 £2.27k £733 £301
Incwm - Arall £232 £0 £0 £0 £0
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £13.45m £14.60m £13.12m £17.50m £16.81m
Gwariant - Ar godi arian N/A N/A N/A N/A £0
Gwariant - Llywodraethu £47.63k £34.85k £26.87k £0 £57.93k
Gwariant - Sefydliad grantiau £0 £0 £1.07m £0 £95.21k
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 31/12/2012 31/12/2013 31/12/2014 31/12/2015 31/12/2016
Asedau hunan ddefnydd £2.37m £2.26m £1.94m £1.75m £0
Buddsoddiadau tymor hir £0 £0 £0 £0 £0
Cyfanswm asedau £3.06m £2.81m £2.69m £2.93m £19.97k
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £3.05m £2.98m £2.45m £2.97m £19.97k

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 2017 Heb ei gyflwyno
Cyfrifon a TAR 31 Rhagfyr 2017 Heb ei gyflwyno
Adroddiad blynyddol 31 Rhagfyr 2016 20 Hydref 2017 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2016 20 Hydref 2017 Ar amser
Adroddiad blynyddol 31 Rhagfyr 2015 21 Hydref 2016 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2015 21 Hydref 2016 Ar amser
Adroddiad blynyddol 31 Rhagfyr 2014 09 Medi 2015 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2014 15 Medi 2015 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 INCORPORATED 24/10/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/09/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/10/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/06/2004 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 01/07/2010 AS REGISTERED AT COMPANIES HOUSE ON 23/07/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/09/2011

Gwrthrychau elusennol

4.1 THE ADVANCEMENT OF EDUCATION INCLUDING BUT NOT LIMITED TO: 4.1.1 THE ADVANCEMENT OF EDUCATION BY THE AWARD OF SCHOLARSHIPS AND FUNDING TO STUDENTS, SCHOLARS, EDUCATIONAL AND OTHER INSTITUTIONS OF DIFFERENT COUNTRIES TO ENABLE SUCH PERSONS AND INSTITUTIONS TO ATTEND AND DELIVER COURSES OF EDUCATION AND RESEARCH SEMINARS AND TO PROMOTE ACADEMIC EXCHANGE PROGRAMMES; 4.1.2 THE ADVANCEMENT OF EDUCATION ABOUT HUMAN RIGHTS BY TEACHING OR BY CONDUCTING OR COMMISSIONING RESEARCH ON HUMAN RIGHTS AND PUBLISHING THE USEFUL RESULTS; 4.1.3 THE ADVANCEMENT OF EDUCATION IN JOURNALISM AND REPORTING IN OTHER MEDIA; 4.1.4 THE IMPROVEMENT OF THE QUALITY AND EQUITY OF, AND ACCESS TO, EDUCATIONAL PROVISION. 4.2 THE ADVANCEMENT OF GOOD CITIZENSHIP AND CIVIL SOCIETY INCLUDING BUT NOT LIMITED TO: 4.2.1 SUPPORTING ACTION TO PROMOTE GOOD GOVERNANCE AND DEMOCRACY BY ENCOURAGING, AMONG OTHER THINGS, PARTICIPATION IN LEGALLY RECOGNIZED DEMOCRATIC PROCESSES; 4.2.2 SUPPORTING CIVIL SOCIETY ORGANISATIONS, IN PARTICULAR THOSE CONCERNED WITH THE PROMOTION OF HUMAN RIGHTS. FOR THE AVOIDANCE OF DOUBT, FOR THE PURPOSES OF THESE OBJECTS THE TERM “CIVIL SOCIETY” SHALL NOT INCLUDE POLITICAL PARTIES, AND OTHER BODIES WHOSE PURPOSE IS PRIMARILY POLITICAL AS THIS TERM IS UNDERSTOOD IN ENGLISH CHARITY LAW. 4.3 THE ADVANCEMENT OF HUMAN RIGHTS, AS SET OUT IN THE UNITED NATIONS DECLARATION ON HUMAN RIGHTS AND SUBSEQUENT UN CONVENTIONS AND DECLARATIONS, INCLUDING BUT NOT LIMITED TO: 4.3.1 MONITORING ABUSES OF HUMAN RIGHTS; 4.3.2 RESEARCH INTO HUMAN RIGHTS ISSUES; 4.3.3 PROMOTING PUBLIC SUPPORT FOR AND RAISING AWARENESS OF HUMAN RIGHTS AND INTERNATIONAL ADVOCACY; 4.3.4 PROVIDING TECHNICAL ADVICE TO GOVERNMENTS AND OTHERS ON HUMAN RIGHTS MATTERS. 4.4 THE PROMOTION OF CONFLICT RESOLUTION AND RECONCILIATION. 4.5 THE PROMOTION OF EQUALITY AND DIVERSITY BY THE ELIMINATION OF ANY FORM OF DISCRIMINATION INCLUDING DISCRIMINATION AGAINST ROMA, ON GROUNDS INCLUDING, BUT NOT LIMITED TO, RACE, GENDER, DISABILITY, SEXUAL ORIENTATION, AGE AND RELIGION. 4.6 THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, DISABILITY, OR OTHER DISADVANTAGE. 4.7 THE PREVENTION AND RELIEF OF POVERTY. 4.8 THE ADVANCEMENT OF HEALTH. 4.9 THE PROMOTION OF THE SOUND ADMINISTRATION AND DEVELOPMENT OF THE LAW, IN ACCORDANCE WITH THE OTHER OBJECTS OF THE CHARITY. 4.10 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES 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. IN PRACTICE EUROPE, ASIA, AFRICA AND LATIN AMERICA.