UPLANDS ENTERPRISE TRUST

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
UET is a Swindon based charity who's aim is to enable young people, regardless of their special educational needs, to shape their own future and contribute to their community; breaking down barriers towards disabled young people through meaningful community inclusion. Our mission is to create living and working opportunities, enable meaningful lives and support families.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 August 2023
Cyfanswm incwm:
£1,352,217
Roddion a chymynroddion | £39.45k | |
Weithgareddau elusennol | £1.30m | |
Weithgareddau masnachu eraill | £8.60k | |
Buddsoddiadau | £0 | |
Arall | £0 |
Cyfanswm gwariant:
£1,306,462
Codi arian | £0 | |
Weithgareddau elusennol | £1.14m | |
Arall | £165.45k |
£0 enillion (colledion) buddsoddiadau
Mae cyfanswm yr incwm yn cynnwys £1,304,174 o 6 gontract(au) 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 | £165.45k | |
Gwariant elusennol | £1.14m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £45.76k |
Pobl

54 Gweithwyr
7 Ymddiriedolwyr
5 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nid oes gan unrhyw weithwyr gyfanswm buddion dros £60,000Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Hybu Iechyd Neu’r Achub O Fywydau
- Anabledd
- Economaidd/datblygiad Cymunedol/cyfl Ogaeth
- Hamdden
- Plant/pobl Ifanc
- Pobl Ag Anableddau
- Y Cyhoedd/dynolryw
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Darparu Gwasanaethau
- Darparu Eiriolaeth/cyngor/gwybodaeth
- Cymru A Lloegr
Llywodraethu
- 19 Rhagfyr 2022: y derbyniwyd cronfeydd gan 1087034 CLIVEY AND TWIST
- 13 Gorffennaf 2012: Cofrestrwyd
- UPLANDS EDUCATIONAL TRUST (Enw blaenorol)
- Ofsted (Swyddfa Safonau Mewn Addysg)
- 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
- 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
- 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 | ||||
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DEREK ALAN DINSEY | Cadeirydd | 27 June 2012 |
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Philip Helme | Ymddiriedolwr | 15 August 2024 |
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Alan Stone | Ymddiriedolwr | 25 January 2022 |
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Christopher Sims | Ymddiriedolwr | 29 January 2020 |
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Susan Dinsey | Ymddiriedolwr | 09 February 2016 |
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Jeff Smith | Ymddiriedolwr | 15 November 2012 |
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JACQUELINE ANITA FIELDWICK MBE | Ymddiriedolwr | 27 June 2012 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | ||
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|
Cyfanswm Incwm Gros | £2.35m | £797.81k | £982.77k | £1.29m | £1.35m | |
|
Cyfanswm gwariant | £2.13m | £980.98k | £969.20k | £1.16m | £1.31m | |
|
Incwm o gontractau'r llywodraeth | N/A | £574.22k | £904.24k | £362.45k | £1.30m | |
|
Incwm o grantiau'r llywodraeth | £1.63m | £103.48k | £14.03k | £28.82k | N/A | |
|
Incwm o roddion a chymynroddion | £93.73k | £19.04k | £1.87k | £66.69k | £39.45k | |
|
Incwm o weithgareddau masnachu eraill | £132.65k | £0 | £0 | £8.62k | £8.60k | |
|
Incwm - Weithgareddau elusennol | £2.09m | £778.77k | £979.96k | £1.21m | £1.30m | |
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Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Arall | £28.58k | £0 | £940 | £0 | £0 | |
|
Incwm - Cymynroddion | £0 | £0 | £0 | £5.00k | £0 | |
|
Gwariant - Ggweithgareddau elusennol | £2.12m | £980.98k | £969.20k | £1.16m | £1.14m | |
|
Gwariant - Ar godi arian | £8.33k | £0 | £0 | £175 | £0 | |
|
Gwariant - Llywodraethu | £14.46k | £0 | £4.65k | £0 | £0 | |
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Rheoli buddsoddiadau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Arall | £0 | £0 | £0 | £0 | £165.45k |
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 | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | ||
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Asedau hunan ddefnydd | £324.05k | £85.83k | £73.38k | £111.56k | £115.37k | |
|
Buddsoddiadau tymor hir | £0 | £0 | £0 | £0 | £0 | |
|
Cyfanswm asedau | £557.42k | £357.84k | £283.22k | £436.66k | £452.66k | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£147.00k | £0 | £0 | £0 | £0 | |
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Cyfanswm rhwymedigaethau | £318.03k | £210.40k | £109.76k | £174.02k | £148.08k |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Awst 2023 | 01 Mai 2024 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2023 | 01 Mai 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2022 | 23 Mehefin 2023 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2022 | 23 Mehefin 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2021 | 17 Mehefin 2022 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2021 | 17 Mehefin 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2020 | 08 Mehefin 2021 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2020 | 08 Mehefin 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2019 | 31 Gorffennaf 2020 | 31 diwrnod yn hwyr | |
Cyfrifon a TAR | 31 Awst 2019 | 31 Gorffennaf 2020 | 31 diwrnod yn hwyr | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES INCORPORATED 29/03/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/07/2012 as amended on 30 Mar 2019
Gwrthrychau elusennol
THE OBJECTS OF THE CHARITY ARE: (1) TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY DEVELOPING, MANAGING AND PROVIDING, EITHER DIRECTLY OR THROUGH THIRD PARTIES, EDUCATION AND TRAINING TO PUPILS AT UPLANDS SCHOOL IN SWINDON (OR ANY SUCCESSOR SCHOOL TO IT); (2) PROMOTING FOR THE BENEFIT OF THE INHABITANTS OF SWINDON AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCE OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS; AND (3) TO ADVANCE HEALTH AND RELIEVE DISABILITY BY IMPROVING THE MORALE, CONFIDENCE, WELL-BEING, SKILLS AND ABILITIES OF THOSE DEEMED VULNERABLE.
Contact Information
- Cyfeiriad yr elusen:
-
Uplands Enterprise Trust Learning Centre
Stratton Road
SWINDON
SN1 2PN
- Ffôn:
- 01793 286620
- E-bost:
- carterm@uplands.swindon.sch.uk
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