LAKELAND ARTS

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Lakeland Arts operates Abbot Hall Art Gallery, Blackwell Arts & Crafts House and the Museum of Lakeland Life and Industry in the Lake District, Windermere Jetty Museum ,
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2024
Cyfanswm incwm:
£2,807,803
Roddion a chymynroddion | £884.64k | |
Weithgareddau elusennol | £727.89k | |
Weithgareddau masnachu eraill | £1.05m | |
Buddsoddiadau | £21.27k | |
Arall | £124.77k |
Cyfanswm gwariant:
£3,416,384
Codi arian | £1.42m | |
Weithgareddau elusennol | £2.00m | |
Arall | £0 |
£50,790 enillion (colledion) buddsoddiadau
Mae cyfanswm yr incwm yn cynnwys £514,348 o 4 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 | £1.42m | |
Gwariant elusennol | £2.00m |
Pobl

81 Gweithwyr
12 Ymddiriedolwyr
148 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
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£70k i £80k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
- Amgylchedd/cadwraeth/treftadaeth
- Economaidd/datblygiad Cymunedol/cyfl Ogaeth
- Hamdden
- Y Cyhoedd/dynolryw
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Cumbria
- Swydd Gaerhirfryn
Llywodraethu
- 22 Gorffennaf 2013: Cofrestrwyd
Dim enwau eraill
- Polisi a gweithdrefnau bwlio ac aflonyddu
- Polisi a gweithdrefnau ymgyrchoedd a gweithgaredd gwleidyddol
- Polisi a gweithdrefnau cwynion
- Buddiannau croes
- Cynnwys siaradwyr allanol mewn digwyddiadau elusennol polisi a gweithdrefnau
- 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
- 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.
12 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||||
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Diane Reid | Cadeirydd | 21 May 2021 |
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Andrew Black | Ymddiriedolwr | 01 March 2024 |
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Katharine Jane Slinn Knight | Ymddiriedolwr | 24 November 2023 |
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Timothy Leach | Ymddiriedolwr | 07 October 2023 |
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Anne Margaret Lyles | Ymddiriedolwr | 23 September 2022 |
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Akash Karwa | Ymddiriedolwr | 27 May 2022 |
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Emma Scott | Ymddiriedolwr | 21 May 2021 |
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Kerry Marie Howarth | Ymddiriedolwr | 21 May 2021 |
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GARY FRANCIS RYCROFT | Ymddiriedolwr | 21 May 2021 |
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Maria Benjamin | Ymddiriedolwr | 05 March 2021 |
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Eric George Kentley | Ymddiriedolwr | 10 December 2019 |
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SUSAN ANNE CREWE | Ymddiriedolwr | 07 August 2015 |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £3.68m | £3.25m | £2.74m | £2.80m | £2.81m | |
|
Cyfanswm gwariant | £3.49m | £2.19m | £3.84m | £3.27m | £3.42m | |
|
Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o grantiau'r llywodraeth | £1.36m | £615.08k | N/A | £621.93k | £514.35k | |
|
Incwm o roddion a chymynroddion | £2.03m | £2.75m | £1.55m | £947.88k | £884.64k | |
|
Incwm o weithgareddau masnachu eraill | £758.09k | £163.77k | £628.05k | £490.55k | £1.05m | |
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Incwm - Weithgareddau elusennol | £746.67k | £310.05k | £454.59k | £601.52k | £727.89k | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £45.79k | £26.70k | £22.04k | £20.54k | £21.27k | |
|
Incwm - Arall | £101.56k | £30 | £89.87k | £743.17k | £124.77k | |
|
Incwm - Cymynroddion | £27.90k | £0 | £6.81k | £20.75k | £52.42k | |
|
Gwariant - Ggweithgareddau elusennol | £2.29m | £1.55m | £2.89m | £2.11m | £2.00m | |
|
Gwariant - Ar godi arian | £1.20m | £635.53k | £947.50k | £1.16m | £1.42m | |
|
Gwariant - Llywodraethu | £50.80k | £31.69k | £33.75k | £33.75k | £25.94k | |
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Rheoli buddsoddiadau | £123 | £0 | £0 | £12 | £0 | |
|
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 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Asedau hunan ddefnydd | £20.54m | £18.23m | £17.38m | £17.12m | £16.79m | |
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Buddsoddiadau tymor hir | £1.01m | £907.84k | £762.73k | £726.23k | £426.81k | |
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Cyfanswm asedau | £335.20k | £786.25k | £585.34k | £333.06k | £623.41k | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£203.00k | -£436.00k | -£340.00k | -£22.00k | £0 | |
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Cyfanswm rhwymedigaethau | £2.28m | £1.62m | £1.51m | £1.51m | £1.93m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Mawrth 2024 | 31 Ionawr 2025 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2024 | 31 Ionawr 2025 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2023 | 26 Ionawr 2024 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2023 | 26 Ionawr 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2022 | 18 Ionawr 2023 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2022 | 18 Ionawr 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2021 | 17 Ionawr 2022 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2021 | 17 Ionawr 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2020 | 30 Ionawr 2021 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2020 | 30 Ionawr 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES INCORPORATED 31 JUL 2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 08/07/2013
Gwrthrychau elusennol
1. THE ADVANCEMENT OF THE ARTS, CULTURE, HERITAGE OR SCIENCE AND FOR THE CONSERVATION OF THE ENVIRONMENT AND HERITAGE OF CUMBRIA AND NORTH LANCASHIRE, INCLUDING BY: THE ESTABLISHMENT AND MAINTENANCE OF PUBLIC ART GALLERIES AND MUSEUMS FOR THE BENEFIT OF THE PUBLIC TO INCLUDE THE CARE, MANAGEMENT AND DISPLAY OF THE PERMANENT COLLECTIONS OF THE TRUST ESTABLISHED BY DECLARATION OF TRUST DATED 9TH AUGUST 1957 AND SUBSEQUENTLY AMENDED BY MULTIPLE DEEDS OF VARIATION AND NOW KNOWN AS 'THE LAKELAND ARTS TRUST' ('THE ORIGINAL TRUST') AND ANY OTHER COLLECTIONS, GROUPINGS, DISPLAYS OR INDIVIDUAL ITEMS FROM ANY OTHER BODY; 2. SUCH OTHER PUBLIC CHARITABLE PURPOSES TENDING TO ADVANCE ARTISTIC, HISTORICAL OR INTELLECTUAL INTERESTS IN THE SAID AREA WHICH CAN CONVENIENTLY BE PROMOTED IN COMBINATION WITH THE PURPOSE AFORESAID; AND 3. SUCH OTHER CHARITABLE OBJECTS AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE.
Contact Information
- Cyfeiriad yr elusen:
-
Abbot Hall Art Gallery
Kirkland
KENDAL
Cumbria
LA9 5AL
- Ffôn:
- 015394888060
- E-bost:
- info@lakelandarts.org.uk
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