EQUALITY CHALLENGE UNIT

Rhif yr elusen: 1114417
Elusen a dynnwyd

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

ECU supports universities and colleges to build an inclusive culture that values the benefits of diversity, to remove barriers to progression and success for all staff and students, and to challenge and change unfair practices that disadvantage individuals or groups.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2018

Cyfanswm incwm:
£2,505,448

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £0
Weithgareddau elusennol £2.49m
Weithgareddau masnachu eraill £0
Buddsoddiadau £2.31k
Arall £16.08k

Cyfanswm gwariant:
£3,077,600

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £0
Weithgareddau elusennol £3.08m
Arall £0

£0 enillion (colledion) buddsoddiadau

Mae cyfanswm yr incwm yn cynnwys £55,763 o gontract(au) llywodraeth a £559,987 o grant(iau) 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 £3.08m

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
  • Anabledd
  • Economaidd/datblygiad Cymunedol/cyfl Ogaeth
Pwy mae'r elusen yn eu helpu:
  • Pobl Ag Anableddau
  • Pobl O Dras Ethnig Neu Hiliol Arbennig
  • Grwpiau Diffi Niedig Eraill
Sut mae'r elusen yn helpu:
  • Darparu Gwasanaethau
  • Darparu Eiriolaeth/cyngor/gwybodaeth
  • Noddi Neu’n Gwneud Gwaith Ymchwil
  • Arall Neu Ddim Un O’r Rhain
Ble mae'r elusen yn gweithredu:
  • Cymru A Lloegr
  • Awstralia
  • Gogledd Iwerddon
  • Ireland
  • Japan
  • Unol Daleithiau
  • Yr Alban

Llywodraethu

Hanes cofrestru:
  • 17 Medi 2019: y trosglwyddwyd cronfeydd i 1101607 ADVANCE HE
  • 31 Mai 2006: Cofrestrwyd
  • 17 Medi 2019: Tynnwyd (WEDI UNO)
Math o sefydliad:
Charitable company
Enwau eraill:
  • ECU (Enw gwaith)
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
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 £1.90m £2.62m £2.83m £2.52m £2.51m
Cyfanswm gwariant £1.94m £2.73m £2.70m £2.57m £3.08m
Incwm o gontractau'r llywodraeth N/A £0 £87.46k £24.84k £55.76k
Incwm o grantiau'r llywodraeth N/A £24.00k £1.70m £700.21k £559.99k
Incwm o roddion a chymynroddion £0 £0 £0 £0 £0
Incwm o weithgareddau masnachu eraill £0 £0 £0 £0 £0
Incwm - Weithgareddau elusennol £1.89m £2.61m £2.82m £2.51m £2.49m
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £3.87k £3.13k £2.26k £2.44k £2.31k
Incwm - Arall £6.09k £13.75k £1.65k £12.46k £16.08k
Incwm - Cymynroddion £0 £0 £0 £0 £0
Gwariant - Ggweithgareddau elusennol £1.84m £2.63m £2.70m £2.57m £3.08m
Gwariant - Ar godi arian N/A N/A £0 £0 £0
Gwariant - Llywodraethu £100.91k £100.85k £17.73k £18.29k £16.72k
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 £74.62k £22.64k £54.34k £79.07k £0
Buddsoddiadau tymor hir £0 £0 £0 £0 £0
Cyfanswm asedau £1.02m £925.20k £1.99m £1.96m £0
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £168.53k £131.75k £1.11m £1.14m £0

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 2019 Heb ei gyflwyno
Cyfrifon a TAR 31 Mawrth 2019 Heb ei gyflwyno
Adroddiad blynyddol 31 Mawrth 2018 18 Medi 2018 Ar amser
Cyfrifon a TAR 31 Mawrth 2018 12 Mawrth 2019 40 diwrnod yn hwyr
Adroddiad blynyddol 31 Mawrth 2017 30 Ionawr 2018 Ar amser
Cyfrifon a TAR 31 Mawrth 2017 25 Gorffennaf 2017 Ar amser
Adroddiad blynyddol 31 Mawrth 2016 30 Ionawr 2017 Ar amser
Cyfrifon a TAR 31 Mawrth 2016 27 Gorffennaf 2016 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 27/01/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/04/2006 AS REGISTERED AT COMPANIES HOUSE ON 18/12/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05 OCT 2015 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 26 MAR 2018

Gwrthrychau elusennol

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE: (A) TO PROMOTE HIGHER EDUCATION FOR THE PUBLIC BENEFIT BY (1) PROVIDING STRATEGIC ADVICE AND CO-ORDINATION TO THE HIGHER EDUCATION SECTOR, GOVERNMENT, FUNDING BODIES AND OTHERS ON POLICIES AND PRACTICES THAT WILL IMPACT UPON AND ENHANCE THE STUDENT EXPERIENCE, (2) SUPPORTING AND ADVANCING CURRICULUM AND PEDAGOGIC DEVELOPMENT ACROSS THE WHOLE SPECTRUM OF HIGHER EDUCATION ACTIVITY, AND (3) FACILITATING THE PROFESSIONAL DEVELOPMENT AND INCREASING THE PROFESSIONAL STANDING OF ALL STAFF IN HIGHER EDUCATION (B) TO FURTHER PROMOTE HIGHER EDUCATION FOR THE PUBLIC BENEFIT BY FURTHER DEVELOPING THE PROFESSIONALISM AND PROFILE OF LEADERSHIP, MANAGEMENT AND GOVERNANCE WITHIN THE HIGHER EDUCATION SECTOR, BY: (1) RAISING THE PROFILE OF EFFECTIVE HIGHER EDUCATION LEADERSHIP, MANAGEMENT AND GOVERNANCE; (2) IMPROVING THE SUPPLY OF DEVELOPMENT OPPORTUNITIES, PARTICULARLY IN RELATION TO INTERNATIONAL AND CROSS SECTOR EXPERIENCE; (3) STIMULATING FURTHER DEMAND FOR DEVELOPMENT WITHIN THE HIGHER EDUCATION SECTOR; AND (4) ASSISTING IN BROADENING PERSPECTIVES AND IMPROVING STANDARDS IN RELATION TO LEADERSHIP, MANAGEMENT AND GOVERNANCE WITHIN THE HIGHER EDUCATION SECTOR, (C) TO PROMOTE EQUALITY AND DIVERSITY FOR THE PUBLIC BENEFIT, INCLUDING THE EDUCATION SECTOR AND ANY OTHER SECTORS THAT THE BOARD DEEMS APPROPRIATE, BY: (1) IDENTIFYING AND CHANGING ANY CULTURAL AND SYSTEMIC PRACTICES THAT UNFAIRLY EXCLUDE, MARGINALISE OR DISADVANTAGE INDIVIDUALS OR GROUPS, AND TO PROMOTE INCLUSIVE APPROACHES; (2) ELIMINATING DISCRIMINATION ON THE GROUNDS OF AGE, DISABILITY, GENDER IDENTITY, MARITAL OR CIVIL PARTNERSHIP STATUS, PREGNANCY OR MATERNITY STATUS, RACE, RELIGION OR BELIEF, SEX, SEXUAL ORIENTATION OR THROUGH ANY COMBINATION OF THESE CHARACTERISTICS OR OTHER UNFAIR TREATMENT; (3) ADVANCING EDUCATION AND RAISING AWARENESS IN EQUALITY AND DIVERSITY; (4) PROMOTING ACTIVITIES TO FOSTER UNDERSTANDING BETWEEN PEOPLE FROM DIVERSE BACKGROUNDS; (5) CONDUCTING OR COMMISSIONING RESEARCH ON EQUALITY AND DIVERSITY ISSUES AND PUBLISHING THE RESULTS TO THE PUBLIC; AND (6) DEVELOPING THE CASE FOR EQUALITY AND DIVERSITY

Maes buddion

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

NOT DEFINED. IN PRACTICE, NATIONAL AND OVERSEAS.