The Greatham Foundation Ltd
Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
The Greatham Foundation provides: Residential care for older people at Stichell House in Greatham near Hartlepool Nursing care for older people with dementia at Gretton Court in Hartlepool Day care and community services for people with dementia at its day centres in Hartlepool, Stockton and County Durham Almshouses in Greatham, Stockton, Norton and the wider north east Grants to charities
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 October 2023
Cyfanswm incwm:
£3,708,834
| Roddion a chymynroddion | £9.55k | |
| Weithgareddau elusennol | £2.74m | |
| Weithgareddau masnachu eraill | £0 | |
| Buddsoddiadau | £956.15k | |
| Arall | £0 |
Cyfanswm gwariant:
£4,261,925
| Codi arian | £521.54k | |
| Weithgareddau elusennol | £3.74m | |
| Arall | £0 |
£1,975,142 enillion (colledion) buddsoddiadau
Mae cyfanswm yr incwm yn cynnwys £1,574,361 o 7 gontract(au) llywodraeth a £6,183 o 1 grant(iau) llywodraeth
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 | £521.54k | |
| Gwariant elusennol | £3.74m |
Pobl
93 Gweithwyr
7 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
| Nifer y cyflogeion | |
|---|---|
| £70k i £80k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Anabledd
- Rhoi Cymorth I’r Tlodion
- Llety/tai
- Gweithgareddau Crefyddol
- Plant/pobl Ifanc
- Yr Henoed/pobl Oedrannus
- Pobl Ag Anableddau
- Elusennau Eraill/cyrff Gwirfoddol
- Grwpiau Diffi Niedig Eraill
- Rhoi Grantiau I Unigolion
- Rhoi Grantiau I Sefydliadau
- Darparu Adnoddau Dynol
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Darparu Gwasanaethau
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Darlington
- De Tyneside
- Dinas Newcastle Upon Tyne
- Durham
- Gateshead
- Gogledd Tyneside
- Hartlepool
- Northumberland
- Stockton-on-tees
- Sunderland
Llywodraethu
- 29 Awst 1963: Cofrestrwyd
- THE HOSPITAL OF GOD AT GREATHAM (Enw blaenorol)
- Y Comisiwn Ansawdd Gofal
- 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.
7 Ymddiriedolwyr
| Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
|---|---|---|---|---|---|---|---|---|
| Nigel Fenny | Ymddiriedolwr | 21 December 2023 |
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| Rev Rachel Wood | Ymddiriedolwr | 01 November 2021 |
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| Rev Rick Simpson | Ymddiriedolwr | 20 December 2020 |
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| Patricia Hancock | Ymddiriedolwr | 28 April 2020 |
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| Robert Eden | Ymddiriedolwr | 12 December 2018 |
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| PHILIPPA SINCLAIR | Ymddiriedolwr | 28 July 2017 |
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| Margaret Bousfield | Ymddiriedolwr | 28 July 2017 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
| Incwm / Gwariant | 31/10/2019 | 31/10/2020 | 31/10/2021 | 31/10/2022 | 31/10/2023 | ||
|---|---|---|---|---|---|---|---|
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Cyfanswm Incwm Gros | £4.92m | £5.02m | £5.03m | £3.89m | £3.71m | |
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Cyfanswm gwariant | £5.67m | £5.38m | £5.75m | £5.14m | £4.26m | |
|
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Incwm o gontractau'r llywodraeth | £3.04m | £3.11m | £3.16m | £1.95m | £1.57m | |
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Incwm o grantiau'r llywodraeth | N/A | £101.68k | £182.88k | £113.23k | £6.18k | |
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Incwm o roddion a chymynroddion | £31.02k | £115.27k | £19.05k | £8.28k | £9.55k | |
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Incwm o weithgareddau masnachu eraill | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Weithgareddau elusennol | £4.07m | £4.07m | £4.16m | £3.01m | £2.74m | |
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Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £821.96k | £838.19k | £853.73k | £872.42k | £956.15k | |
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Incwm - Arall | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Cymynroddion | £0 | £108.62k | £0 | £0 | £0 | |
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Gwariant - Ggweithgareddau elusennol | £5.17m | £4.93m | £5.36m | £4.60m | £3.74m | |
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Gwariant - Ar godi arian | £504.31k | £446.17k | £388.23k | £545.29k | £521.54k | |
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Gwariant - Llywodraethu | £26.52k | £25.54k | £32.93k | £32.80k | £32.97k | |
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Gwariant - Sefydliad grantiau | £99.20k | £53.00k | £96.62k | £99.19k | £101.00k | |
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Gwariant - Rheoli buddsoddiadau | £504.31k | £446.17k | £388.23k | £545.29k | £521.54k | |
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Gwariant - Arall | £0 | £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 | 31/10/2019 | 31/10/2020 | 31/10/2021 | 31/10/2022 | 31/10/2023 | ||
|---|---|---|---|---|---|---|---|
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Asedau hunan ddefnydd | £9.17m | £8.90m | £8.67m | £8.44m | £8.24m | |
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Buddsoddiadau tymor hir | £31.64m | £32.81m | £35.84m | £33.77m | £35.86m | |
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Cyfanswm asedau | £3.83m | £3.52m | £3.56m | £2.81m | £2.17m | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£94.00k | -£204.00k | -£153.00k | £209.00k | £254.00k | |
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Cyfanswm rhwymedigaethau | £609.84k | £487.99k | £657.64k | £728.58k | £556.98k |
Cyfrifon a datganiadau enillion blynyddol
| Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
|---|---|---|---|---|
| Adroddiad blynyddol | 31 Hydref 2023 | 27 Awst 2024 | Ar amser | |
| Cyfrifon a TAR | 31 Hydref 2023 | 09 Medi 2024 | 9 diwrnod yn hwyr | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Hydref 2022 | 28 Awst 2023 | Ar amser | |
| Cyfrifon a TAR | 31 Hydref 2022 | 28 Awst 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Hydref 2021 | 19 Awst 2022 | Ar amser | |
| Cyfrifon a TAR | 31 Hydref 2021 | 19 Awst 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Hydref 2020 | 31 Awst 2021 | Ar amser | |
| Cyfrifon a TAR | 31 Hydref 2020 | 31 Awst 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
| Adroddiad blynyddol | 31 Hydref 2019 | 31 Awst 2020 | Ar amser | |
| Cyfrifon a TAR | 31 Hydref 2019 | 31 Awst 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |