WELLINGTON SCHOOL 1837
Trosolwg o’r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Secondary and Primary Education.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 August 2023
Cyfanswm incwm:
£17,320,694
Roddion a chymynroddion | £138.15k | |
Weithgareddau elusennol | £17.02m | |
Weithgareddau masnachu eraill | £112.84k | |
Buddsoddiadau | £24.23k | |
Arall | £26.43k |
Cyfanswm gwariant:
£17,068,545
Codi arian | £610.45k | |
Weithgareddau elusennol | £16.46m | |
Arall | £0 |
-£1,526 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.
Cynhyrchu a llywodraethu incwm | £610.45k | |
Gwariant elusennol | £16.46m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £252.15k |
Pobl
276 Gweithwyr
12 Ymddiriedolwyr
37 Gwirfoddolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
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£60k i £70k | 12 |
£110k i £120k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
- Chwaraeon/adloniant
- Plant/pobl Ifanc
- Y Cyhoedd/dynolryw
- Rhoi Grantiau I Unigolion
- Darparu Gwasanaethau
- Gwlad Yr Haf
Llywodraethu
- 03 Awst 1966: Cofrestrwyd
- WELLINGTON SCHOOL (Enw gwaith)
- Polisi a gweithdrefnau bwlio ac aflonyddu
- Polisi a gweithdrefnau ymgyrchoedd a gweithgaredd gwleidyddol
- 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.
12 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
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Graham William Mitchell | Ymddiriedolwr | 21 June 2024 |
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Helena Grant | Ymddiriedolwr | 06 December 2023 |
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Christopher Reah | Ymddiriedolwr | 06 December 2023 |
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Keith Arthur Frank Wheatley | Ymddiriedolwr | 22 March 2023 |
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Russell George Harding | Ymddiriedolwr | 25 June 2021 |
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Martin Rowe | Ymddiriedolwr | 09 December 2020 |
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Daniel James | Ymddiriedolwr | 08 December 2020 |
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Sarah Elizabeth Merry | Ymddiriedolwr | 07 December 2018 |
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Sheena Page | Ymddiriedolwr | 03 October 2018 |
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John Vick | Ymddiriedolwr | 14 March 2017 |
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ROBERT PALFREY | Ymddiriedolwr | 15 March 2016 |
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ANNA MARIA KIRKMAN GOVEY | Ymddiriedolwr | 01 September 2015 |
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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 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £12.49m | £12.63m | £13.34m | £15.66m | £17.32m | |
|
Cyfanswm gwariant | £14.18m | £13.03m | £12.96m | £15.40m | £17.07m | |
|
Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o grantiau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o roddion a chymynroddion | £116.12k | £164.17k | £63.64k | £41.19k | £138.15k | |
|
Incwm o weithgareddau masnachu eraill | £198.24k | £105.72k | £75.65k | £256.85k | £112.84k | |
|
Incwm - Weithgareddau elusennol | £12.13m | £11.79m | £13.06m | £15.35m | £17.02m | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
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Incwm - Buddsoddiad | £39.55k | £22.79k | £624 | £745 | £24.23k | |
|
Incwm - Arall | £0 | £552.05k | £147.07k | £10.42k | £26.43k | |
|
Incwm - Cymynroddion | £0 | £0 | £0 | £0 | £0 | |
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Gwariant - Ggweithgareddau elusennol | £13.46m | £12.52m | £12.48m | £14.69m | £16.46m | |
|
Gwariant - Ar godi arian | £722.23k | £513.89k | £476.04k | £696.59k | £610.45k | |
|
Gwariant - Llywodraethu | £0 | £34.80k | £35.29k | £34.72k | £40.43k | |
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
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Gwariant - Rheoli buddsoddiadau | £0 | £1.47k | £0 | £84 | £0 | |
|
Gwariant - Arall | £0 | £0 | £0 | £18.02k | £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 | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | ||
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Asedau hunan ddefnydd | £26.11m | £28.49m | £24.97m | £27.34m | £27.35m | |
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Buddsoddiadau tymor hir | £0 | £0 | £0 | £67.94k | £116.18k | |
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Cyfanswm asedau | £615.47k | £836.38k | £1.24m | £2.45m | £3.38m | |
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Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | £0 | £0 | £0 | |
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Cyfanswm rhwymedigaethau | £9.00m | £8.18m | £7.75m | £8.06m | £8.81m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Datganiad ariannol blynyddol | 31 Awst 2023 | 16 Mai 2024 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2023 | 16 Mai 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2022 | 26 Ebrill 2023 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2022 | 26 Ebrill 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2021 | 07 Ionawr 2022 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2021 | 07 Ionawr 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2020 | 31 Mawrth 2021 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2020 | 31 Mawrth 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Datganiad ariannol blynyddol | 31 Awst 2019 | 30 Mehefin 2020 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2019 | 30 Mehefin 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu’r elusen.
MEMORANDUM AND ARTICLES INCORPORATED 18 NOV 2014 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16/04/2015 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 11/09/2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 MAR 2016 AS REGISTERED AT COMPANIES HOUSE ON 28 JUN 2016 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 SEP 2018 as amended on 22 Aug 2018 as amended on 21 Jun 2024
Gwrthrychau elusennol
THE OBJECT OF THE CHARITY SHALL BE THE PROVISION AND CONDUCT, IN OR NEAR WELLINGTON, OF A DAY OR DAY AND BOARDING SCHOOL FOR BOYS AND GIRLS
Elusennau cysylltiedig
- 03 Awst 1966 : Cofrestrwyd
Gwybodaeth gyswllt
- Cyfeiriad:
-
WELLINGTON SCHOOL
SOUTH STREET
WELLINGTON
TA21 8NT
- Ffôn:
- 01823668806
- E-bost:
- bursar@wellington-school.org.uk
Dywedwch wrthym a ydych chi’n derbyn cwcis
Rydym yn defnyddio cwcis i gasglu gwybodaeth am y ffordd rydych chi’n defnyddio Cofrestr Elusennau a Gwasanaethau Digidol y Comisiwn Elusennau, megis y tudalennau rydych chi’n ymweld â nhw.
Diolch am eich adborth. Oes gennych 5 munud i rannu eich barn am y gwasanaeth hwn?Open in new window