CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION
Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
CABA provides lifelong support to past and present ICAEW members and their families in the UK and across the globe. Our services are free, impartial and strictly confidential. From a listening ear in troubled times, through personal and professional development, to carer support and financial assistance, our commitment is simple: to be with you and your family, for life.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2024
Cyfanswm incwm:
£4,752,193
| Roddion a chymynroddion | £395.43k | |
| Weithgareddau elusennol | £46.12k | |
| Weithgareddau masnachu eraill | £0 | |
| Buddsoddiadau | £4.31m | |
| Arall | £0 |
Cyfanswm gwariant:
£5,726,688
| Codi arian | £50.47k | |
| Weithgareddau elusennol | £5.68m | |
| Arall | £0 |
£5,824,841 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 | £50.47k | |
| Gwariant elusennol | £5.68m |
Pobl
49 Gweithwyr
15 Ymddiriedolwyr
18 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
| Nifer y cyflogeion | |
|---|---|
| £60k i £70k | 1 |
| £70k i £80k | 3 |
| £100k i £110k | 1 |
| £130k i £140k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Dibenion Elusennol Cyffredinol
- Addysg/hyfforddiant
- Hybu Iechyd Neu’r Achub O Fywydau
- Anabledd
- Rhoi Cymorth I’r Tlodion
- Llety/tai
- Dibenion Elusennol Erall
- Grwpiau Diffi Niedig Eraill
- Rhoi Grantiau I Unigolion
- Darparu Gwasanaethau
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Arall Neu Ddim Un O’r Rhain
- Cymru A Lloegr
- Awstralia
- Bangladesh
- Canada
- Cenia
- Cyprus
- De Affrica
- Ffrainc
- Groeg
- Gwlad Pwyl
- Gwlad Thai
- Hong Kong
- India
- Indonesia
- Ireland
- Malaysia
- Malta
- Nigeria
- Pakistan
- Portiwgal
- Sbaen
- Seland Newydd
- Sri Lanka
- Trinidad A Tobago
- Unol Daleithiau
- Ynys Manaw
- Yr Almaen
- Yr Eidal
- Yr Emiraethau Arabaidd Unedig
- Y Swistir
Llywodraethu
- 28 Mehefin 2011: Cofrestrwyd
- CABA (Enw gwaith)
- CABA (Enw blaenorol)
- Yr Awdurdod Ymddygiad Ariannol
- Polisi a gweithdrefnau bwlio ac aflonyddu
- 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.
15 Ymddiriedolwyr
| Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Grant Gordon Davidson | Ymddiriedolwr | 26 November 2025 |
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| Sally Ann O'Neill | Ymddiriedolwr | 01 October 2025 |
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| Anthony David Jones | Ymddiriedolwr | 17 September 2025 |
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| Andrew George Wauchope | Ymddiriedolwr | 07 January 2024 |
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| Sahil Bhardwaj | Ymddiriedolwr | 07 January 2024 |
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| Rupert James Terry | Ymddiriedolwr | 07 January 2024 |
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| Anokhee Davda | Ymddiriedolwr | 29 November 2023 |
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| Anne Julia Davis | Ymddiriedolwr | 29 November 2023 |
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| Helen Jane Gale | Ymddiriedolwr | 29 November 2023 |
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| Roger Leonard Merchant | Ymddiriedolwr | 20 December 2021 |
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| Tobias James Newsome Bushill | Ymddiriedolwr | 20 December 2021 |
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| Angela Michelle Catlin | Ymddiriedolwr | 17 December 2020 |
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| Fay Ashwell | Ymddiriedolwr | 17 December 2020 |
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| Phillipa Jane Seagers | Ymddiriedolwr | 08 April 2020 |
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| Colin Williams | Ymddiriedolwr | 01 July 2017 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
| Incwm / Gwariant | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
|---|---|---|---|---|---|---|---|
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Cyfanswm Incwm Gros | £4.74m | £3.80m | £4.71m | £4.57m | £4.75m | |
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Cyfanswm gwariant | £6.64m | £5.88m | £5.09m | £5.60m | £5.73m | |
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Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
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Incwm o grantiau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
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Incwm o roddion a chymynroddion | £1.31m | £115.08k | £670.38k | £485.90k | £395.43k | |
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Incwm o weithgareddau masnachu eraill | £0 | £0 | £0 | £2.17k | £0 | |
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Incwm - Weithgareddau elusennol | £15.09k | £22.68k | £12.05k | £0 | £46.12k | |
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Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £3.41m | £3.66m | £4.02m | £4.08m | £4.31m | |
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Incwm - Arall | £0 | £0 | £2.10k | £0 | £0 | |
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Incwm - Cymynroddion | £1.02m | £0 | £533.49k | £364.38k | £267.35k | |
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Gwariant - Ggweithgareddau elusennol | £6.39m | £5.79m | £5.04m | £5.55m | £5.68m | |
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Gwariant - Ar godi arian | £236.18k | £92.55k | £41.27k | £50.01k | £50.47k | |
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Gwariant - Llywodraethu | £34.11k | £51.41k | £58.68k | £57.08k | £67.98k | |
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Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
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Gwariant - Rheoli buddsoddiadau | £218.21k | £78.70k | £25.08k | £37.18k | £37.42k | |
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Gwariant - Arall | £10.92k | £0 | £0 | £0 | £0 |
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 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
|---|---|---|---|---|---|---|---|
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Asedau hunan ddefnydd | £1.57m | £1.70m | £1.62m | £1.63m | £1.49m | |
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Buddsoddiadau tymor hir | £124.94m | £142.79m | £131.35m | £139.28m | £143.75m | |
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Cyfanswm asedau | £7.26m | £6.25m | £4.18m | £2.93m | £3.34m | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | £0 | £0 | £0 | |
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Cyfanswm rhwymedigaethau | £808.33k | £942.06k | £901.24k | £833.09k | £749.72k |
Cyfrifon a datganiadau enillion blynyddol
| Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
|---|---|---|---|---|
| Adroddiad blynyddol | 31 Rhagfyr 2024 | 26 Awst 2025 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2024 | 26 Awst 2025 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2023 | 10 Medi 2024 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2023 | 10 Medi 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2022 | 24 Hydref 2023 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2022 | 24 Hydref 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2021 | 04 Hydref 2022 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2021 | 04 Hydref 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Rhagfyr 2020 | 11 Hydref 2021 | Ar amser | |
| Cyfrifon a TAR | 31 Rhagfyr 2020 | 11 Hydref 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |