THE ROYAL NAVY AND ROYAL MARINES CHARITY

Rhif yr elusen: 1117794
Mae adrodd am yr elusen yn gyfredol (yn brydlon)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

To raise and deliver resources, working with others, to provide the best support to serving and former members of the Naval Service and their families.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 December 2023

Cyfanswm incwm:
£15,016,251

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £8.18m
Weithgareddau elusennol £3.08m
Weithgareddau masnachu eraill £1.78m
Buddsoddiadau £1.98m
Arall £0

Cyfanswm gwariant:
£19,171,847

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £4.12m
Weithgareddau elusennol £15.05m
Arall £0

£3,337,347 enillion (colledion) buddsoddiadau

Mae cyfanswm yr incwm yn cynnwys £132,900 o 2 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 £4.12m
Gwariant elusennol £15.05m

Pobl

97 Gweithwyr

15 Ymddiriedolwyr

107 Gwirfoddolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Nifer y cyflogeion
£60k i £70k 2
£80k i £90k 2
£90k i £100k 2

Roedd un neu fwy o'r cyflogeion yn ymddiriedolwyr yn flaenorol

Codi arian

Dim gwybodaeth ar gael

Masnachu

Mae gan yr elusen hon un neu fwy o 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
  • Arall Neu Ddim Un O’r Rhain
Pwy mae'r elusen yn eu helpu:
  • Grwpiau Diffi Niedig Eraill
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
  • Darparu Cyllid Arall
  • Gweithredu Fel Corff Mantell Neu Gorff Adnoddau
Ble mae'r elusen yn gweithredu:
  • Cymru A Lloegr
  • Yr Alban

Llywodraethu

Hanes cofrestru:
  • 12 Mawrth 2025: y trosglwyddwyd cronfeydd i
  • 12 Mawrth 2025: y trosglwyddwyd cronfeydd i
  • 25 Mehefin 2007: Cofrestrwyd
  • 12 Mawrth 2025: Tynnwyd (CRONFEYDD WEDI'U TROSGLWYDDO (GI))
Math o sefydliad:
Charitable company
Enwau eraill:

Dim enwau eraill

Rhif y cwmni:
06047294 Agorwch mewn ffenestr newydd
Rhodd cymorth:
A gydnabyddir gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • 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
Tir ac eiddo:
Mae'r elusen hon yn berchen ar ac/neu'n gosod tir neu eiddo ar brydles

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
Dr Brian Gilvary Cadeirydd 23 April 2020
THE FRANCIS CRICK INSTITUTE LIMITED
Derbyniwyd: Ar amser
Peter John Wilkinson Ymddiriedolwr 08 March 2025
Waypoint
Derbyniwyd: Ar amser
Simon James HANSON Ymddiriedolwr 04 October 2024
Dim ar gofnod
BRIAN JAMES DUFFIN Ymddiriedolwr 17 April 2024
Dim ar gofnod
Simon Christopher LONG Ymddiriedolwr 17 April 2024
Dim ar gofnod
Cdre Catherine JORDAN Ymddiriedolwr 20 July 2023
Dim ar gofnod
Dr Josephine PABARI Ymddiriedolwr 01 December 2022
Dim ar gofnod
Barry Firth MBE Ymddiriedolwr 28 July 2022
SPIRIT OF NORMANDY TRUST
Derbyniwyd: Ar amser
Dr Joanna KEOGH OBE Ymddiriedolwr 28 July 2022
Dim ar gofnod
JOHN BARTLETT Ymddiriedolwr 26 April 2022
HAIG HOUSING TRUST
Derbyniwyd: Ar amser
THE HAGE CHARITABLE TRUST
Cofrestrwyd yn ddiweddar
Kathryn Jane PHIPPS-WILTSHIRE Ymddiriedolwr 22 October 2020
Dim ar gofnod
Michelle Joy WESTWOOD Ymddiriedolwr 22 October 2020
Dim ar gofnod
Simon Andrew Black Ymddiriedolwr 22 October 2020
Dim ar gofnod
Andrew Mark Edward ROBINSON Ymddiriedolwr 23 April 2020
Royal Marines Association - The Royal Marines Charity
Derbyniwyd: Ar amser
Lieutenant Harriet Mary Delbridge Ymddiriedolwr 18 October 2017
Dim ar gofnod

Hanes ariannol

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

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Cyfanswm Incwm Gros £16.35m £11.38m £11.73m £13.21m £15.02m
Cyfanswm gwariant £17.94m £18.04m £17.03m £18.37m £19.17m
Incwm o gontractau'r llywodraeth N/A N/A N/A N/A N/A
Incwm o grantiau'r llywodraeth N/A £102.81k £2.73k N/A £132.90k
Incwm o roddion a chymynroddion £6.77m £5.64m £6.09m £6.88m £8.18m
Incwm o weithgareddau masnachu eraill £1.12m £1.04m £690.94k £1.45m £1.78m
Incwm - Weithgareddau elusennol £2.57m £2.29m £3.20m £3.23m £3.08m
Incwm - Gwaddolion £0 £0 £0 £0 £0
Incwm - Buddsoddiad £3.27m £2.29m £1.72m £1.65m £1.98m
Incwm - Arall £2.61m £122.11k £27.56k £0 £0
Incwm - Cymynroddion £794.21k £217.48k £674.98k £737.16k £2.35m
Gwariant - Ggweithgareddau elusennol £13.51m £15.10m £13.94m £14.36m £15.05m
Gwariant - Ar godi arian £4.43m £2.94m £3.09m £4.01m £4.12m
Gwariant - Llywodraethu £1.18m £1.06m £1.06m £1.26m £1.56m
Gwariant - Sefydliad grantiau £8.37m £9.93m £6.99m £7.39m £7.01m
Gwariant - Rheoli buddsoddiadau £646.80k £583.07k £604.77k £519.79k £429.68k
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Asedau hunan ddefnydd £3.28m £1.57m £1.62m £1.74m £2.98m
Buddsoddiadau tymor hir £95.31m £83.85m £87.55m £74.50m £76.47m
Cyfanswm asedau £7.34m £9.65m £10.83m £8.80m £9.13m
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0 £0 £0 £0 £0
Cyfanswm rhwymedigaethau £7.60m £7.83m £9.65m £8.74m £8.84m

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 2023 26 Medi 2024 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2023 26 Medi 2024 Ar amser
Adroddiad blynyddol 31 Rhagfyr 2022 30 Hydref 2023 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2022 30 Hydref 2023 Ar amser
Adroddiad blynyddol 31 Rhagfyr 2021 31 Awst 2022 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2021 31 Awst 2022 Ar amser
Adroddiad blynyddol 31 Rhagfyr 2020 19 Hydref 2021 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2020 19 Hydref 2021 Ar amser
Adroddiad blynyddol 31 Rhagfyr 2019 05 Hydref 2020 Ar amser
Cyfrifon a TAR 31 Rhagfyr 2019 05 Hydref 2020 Ar amser
Cyflwyno datganiad ariannol blynyddol Agorwch mewn ffenestr newydd

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 10/01/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/01/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/06/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/03/2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/03/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/06/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/05/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/10/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 08 JAN 2017 AS AMENDED ON 30 JAN 2020 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16 AUG 2022

Gwrthrychau elusennol

3 SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT INCLUDING BUT NOT LIMITED TO:- 3.1 THE RELIEF IN NEED, HARDSHIP OR DISTRESS OF BENEFICIARIES AND THEIR FAMILIES AND DEPENDANTS; 3.2 THE ASSISTANCE WITH PROVISION OF OR CONTRIBUTION TO THE EDUCATION AND TRAINING OF CHILDREN OF BENEFICIARIES; AND 3.3 THE PROMOTION OF EFFICIENCY OF THE NAVAL SERVICE AND THE AUXILIARIES BY WAY OF THE ENHANCEMENT OF MORALE, THE IMPROVEMENT OF RECRUITMENT AND RETENTION, AND THE FURTHER RELIEF AND ENCOURAGEMENT, OF MEN AND WOMEN WHO ARE SERVING IN THE NAVAL SERVICE OR THE AUXILIARIES.

Maes buddion

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

NATIONAL AND OVERSEAS

Elusennau cysylltiedig

Elusennau cysylltiedig
Elusen gysylltiedig 1117794-3 FLEET AIR ARM BENEVOLENT TRUST
Dogfen lywodraethu
CHARITY COMMISSION SCHEME SEALED 21 JUNE 2007 AS AMENDED BY SCHEME DATED 18 MAY 2017 AS AMENDED BY RESOLUTION DATED 01 JAN 2025
Gwrthrychau elusennol
(A) THE OBJECTS OF THE CHARITY ARE: (1) THE RELIEF OF BENEFICIARIES IN NEED BECAUSE OF AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE; AND (2) THE PROMOTION OF THE EFFICIENCY OF THE NAVAL SERVICE BY PROVIDING SUPPORT TO OR FOR BENEFICIARIES INCLUDING BY PROVIDING GRANTS, LOANS, GIFTS AND PENSIONS. BENEFICIARIES ARE DEFINED AS: (1) THE MEN AND WOMEN WHO ARE SERVING OR HAVE SERVED IN THE NAVAL SERVICE OR AUXILIARIES OR THE WOMEN’S ROYAL NAVAL SERVICE, INCLUDING INJURED PERSONNEL; AND (2) DEPENDANTS OF PERSONS, LIVING OR DECEASED, IDENTIFIED AT (1) ABOVE. (B) THE OBJECT OF THE CHARITY IS THE PROMOTION OF EFFICIENCY OF THE NAVAL SERVICE AND AUXILIARIES BY: (1) PROVIDING PRIZES AND AWARDS TO PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES; (2) PROVIDING FACILITIES AND ACTIVITIES FOR THE RECREATION, AMENITY AND RELIGIOUS ACTIVITY OF PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES AND THEIR DEPENDANTS, INCLUDING BUT NOT LIMITED TO COMMUNITY FACILITIES AND PLACES OF WORSHIP; (3) WHERE NEED HAS BEEN EVIDENCED, FUNDING TRAVEL, ACCOMMODATION AND SUBSISTENCE COSTS FOR PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES ON DEPLOYMENT OR RECRUITED FROM FOREIGN AND COMMONWEALTH COUNTRIES, AND THEIR DEPENDANTS; AND (4) PROVIDING AMENITIES, RECREATIONAL ACTIVITIES AND PATIENT COMFORTS FOR PERSONNEL OF THE NAVAL SERVICE AND AUXILIARIES RECEIVING MEDICAL CARE.
Maes buddion
NATIONAL
Hanes cofrestru
  • 12 Mawrth 2025 : event-desc-asset-transfer-out
  • 12 Mawrth 2025 : event-desc-asset-transfer-out
  • 25 Mehefin 2007 : Cofrestrwyd
  • 12 Mawrth 2025 : Tynnwyd

Gwybodaeth gyswllt

Cyfeiriad yr elusen:
BUILDING 37
H M S Excellent
Whale Island
PORTSMOUTH
PO2 8ER
Ffôn:
02393 871520
E-bost:
theteam@rnrmc.org.uk
Gwefan:

www.rnrmc.org.uk Agorwch mewn ffenestr newydd