HOMEWISE SOCIETY

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Advice and support on all aspects of home improvements, repairs, maintenance, and special schemes to support disabled and older people to remain in their own homes
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2024
Cyfanswm incwm:
£703,998
Roddion a chymynroddion | £506 | |
Weithgareddau elusennol | £693.11k | |
Weithgareddau masnachu eraill | £0 | |
Buddsoddiadau | £10.39k | |
Arall | £0 |
Cyfanswm gwariant:
£647,133
Codi arian | £0 | |
Weithgareddau elusennol | £647.13k | |
Arall | £0 |
£0 enillion (colledion) buddsoddiadau
Mae cyfanswm yr incwm yn cynnwys £305,482 o 4 gontract(au) llywodraeth a £264,797 o 5 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 | £0 | |
Gwariant elusennol | £647.13k | |
Cadwyd i'w ddefnyddio yn y dyfodol | £56.87k |
Pobl

13 Gweithwyr
6 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nid oes gan unrhyw weithwyr gyfanswm buddion dros £60,000Roedd un neu fwy o'r cyflogeion yn ymddiriedolwyr yn flaenorol
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Anabledd
- Y Cyhoedd/dynolryw
- Darparu Gwasanaethau
- Swydd Gaerhirfryn
Llywodraethu
- 05 Gorffennaf 2018: CIO registration
Dim enwau eraill
- 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.
6 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
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Malcolm Baldwin | Cadeirydd | 26 July 2022 |
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Christine Blythe | Ymddiriedolwr | 11 March 2025 |
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Mark Hindle | Ymddiriedolwr | 11 March 2025 |
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Gary Spelman | Ymddiriedolwr | 06 August 2024 |
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Barbara Ashworth | Ymddiriedolwr | 26 March 2024 |
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Elizabeth Sinclair | Ymddiriedolwr | 13 March 2024 |
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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 | £394.37k | £413.01k | £405.41k | £528.08k | £704.00k | |
|
Cyfanswm gwariant | £378.50k | £407.60k | £429.79k | £545.43k | £647.13k | |
|
Incwm o gontractau'r llywodraeth | N/A | £190.47k | £233.63k | £260.75k | £305.48k | |
|
Incwm o grantiau'r llywodraeth | £284.50k | £30.69k | £32.40k | £31.95k | £264.80k | |
|
Incwm o roddion a chymynroddion | N/A | N/A | N/A | £545 | £506 | |
|
Incwm o weithgareddau masnachu eraill | N/A | N/A | N/A | £0 | £0 | |
|
Incwm - Weithgareddau elusennol | N/A | N/A | N/A | £524.83k | £693.11k | |
|
Incwm - Gwaddolion | N/A | N/A | N/A | £545 | £0 | |
|
Incwm - Buddsoddiad | N/A | N/A | N/A | £3.25k | £10.39k | |
|
Incwm - Arall | N/A | N/A | N/A | £0 | £0 | |
|
Incwm - Cymynroddion | N/A | N/A | N/A | £0 | £506 | |
|
Gwariant - Ggweithgareddau elusennol | N/A | N/A | N/A | £545.43k | £647.13k | |
|
Gwariant - Ar godi arian | N/A | N/A | N/A | £0 | £0 | |
|
Gwariant - Llywodraethu | N/A | N/A | N/A | £2.14k | £2.31k | |
|
Gwariant - Sefydliad grantiau | N/A | N/A | N/A | £0 | £0 | |
|
Gwariant - Rheoli buddsoddiadau | N/A | N/A | N/A | £0 | £0 | |
|
Gwariant - Arall | N/A | N/A | N/A | £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 | N/A | N/A | N/A | £3.55k | £10.41k | |
|
Buddsoddiadau tymor hir | N/A | N/A | N/A | £0 | £0 | |
|
Cyfanswm asedau | N/A | N/A | N/A | £516.28k | £554.19k | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | N/A | N/A | N/A | £0 | £0 | |
|
Cyfanswm rhwymedigaethau | N/A | N/A | N/A | £103.72k | £91.63k |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Mawrth 2024 | 07 Ionawr 2025 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2024 | 07 Ionawr 2025 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2023 | 12 Hydref 2023 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2023 | 12 Hydref 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2022 | 02 Medi 2022 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2022 | 02 Medi 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2021 | 26 Awst 2021 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2021 | 26 Awst 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2020 | 24 Awst 2020 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2020 | 24 Awst 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
CIO - FOUNDATION Registered 05 Jul 2018
Gwrthrychau elusennol
THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT, THE RELIEF OF THE ELDERLY, DISABLED AND THOSE AFFECTED BY LONG TERM SICKNESS, POVERTY AND OTHER SOCIAL OR ECONOMIC DISADVANTAGE (HEREINAFTER REFERRED TO AS 'THE BENEFICIARIES') BY: (A) THE PROVISION OF SERVICES, SUPPORT, INFORMATION, ADVICE, GUIDANCE OR ASSISTANCE; (B) ARRANGING OR CARRYING OUT WORKS OF IMPROVEMENT, ADAPTATION, REPAIR OR MAINTENANCE TO HOUSES OCCUPIED BY THE SAID BENEFICIARIES WHERE SUCH WORKS ARE NECESSARY TO ENSURE THAT HOMES ARE SAFE AND SECURE AND WILL ENABLE THE BENEFICIARIES TO REMAIN IN THEIR OWN HOMES; AND (C) THE PROVISION OF ASSOCIATED AMENITIES ESPECIALLY DESIGNED OR ADAPTED TO MEET THE DEFINED NEEDS OF THE SAID BENEFICIARIES ALL WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.
Contact Information
- Cyfeiriad yr elusen:
-
Unit 3 Allied House
Burnley Road
Clayton le Moors
Lancashire
BB5 5TW
- Ffôn:
- 01254232249
- E-bost:
- sue@homewisesociety.org.uk
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