PRIORY SCHOOL EDGBASTON TRUSTEES LIMITED

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Education of children
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 August 2023
Cyfanswm incwm:
£4,802,773
Roddion a chymynroddion | £100 | |
Weithgareddau elusennol | £4.51m | |
Weithgareddau masnachu eraill | £5.97k | |
Buddsoddiadau | £7.36k | |
Arall | £276.29k |
Cyfanswm gwariant:
£4,745,494
Codi arian | £69.96k | |
Weithgareddau elusennol | £4.68m | |
Arall | £0 |
£0 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.
Codi arian a Arall Gwariant | £69.96k | |
Gwariant elusennol | £4.68m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £57.28k |
Pobl

99 Gweithwyr
7 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
---|---|
£60k i £70k | 1 |
£80k i £90k | 1 |
£110k i £120k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Plant/pobl Ifanc
- Darparu Gwasanaethau
- Dinas Birmingham
Llywodraethu
- 06 Hydref 1986: Cofrestrwyd
- PRIORY SCHOOL EDGBASTON (Enw gwaith)
- HOLY CHILD SCHOOL EDGBASTON TRUSTEES LIMITED (Enw blaenorol)
- Yr Awdurdod Ymddygiad Ariannol
- 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
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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Stuart Brereton | Cadeirydd | 08 December 2021 |
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Emma Cutler | Ymddiriedolwr | 15 October 2024 |
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Shernice Rai | Ymddiriedolwr | 05 October 2022 |
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Pat Skrybant | Ymddiriedolwr | 08 December 2021 |
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Anne Cleary | Ymddiriedolwr | 09 October 2019 |
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Deidre Mattison | Ymddiriedolwr | 07 December 2016 |
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Vishal Naik | Ymddiriedolwr | 04 October 2016 |
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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 | £5.30m | £4.08m | £4.40m | £4.48m | £4.80m | |
|
Cyfanswm gwariant | £5.13m | £4.56m | £4.62m | £4.46m | £4.75m | |
|
Incwm o gontractau'r llywodraeth | N/A | N/A | N/A | N/A | N/A | |
|
Incwm o grantiau'r llywodraeth | £117.80k | N/A | N/A | N/A | N/A | |
|
Incwm o roddion a chymynroddion | £0 | £1.00k | £0 | £0 | £100 | |
|
Incwm o weithgareddau masnachu eraill | £13.24k | £7.24k | £9.97k | £10.81k | £5.97k | |
|
Incwm - Weithgareddau elusennol | £5.28m | £4.07m | £4.37m | £4.47m | £4.51m | |
|
Incwm - Gwaddolion | £0 | £0 | £0 | £0 | £0 | |
|
Incwm - Buddsoddiad | £0 | £3.98k | £19 | £14 | £7.36k | |
|
Incwm - Arall | £0 | £0 | £20.31k | £0 | £276.29k | |
|
Incwm - Cymynroddion | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Ggweithgareddau elusennol | £5.13m | £4.56m | £4.62m | £4.46m | £4.68m | |
|
Gwariant - Ar godi arian | £0 | £0 | £0 | £0 | £69.96k | |
|
Gwariant - Llywodraethu | £621.45k | £79.64k | £482.49k | £582.22k | £68.95k | |
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Rheoli buddsoddiadau | £0 | £0 | £0 | £0 | £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 | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | ||
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Asedau hunan ddefnydd | £1.55m | £1.36m | £1.15m | £1.03m | £940.65k | |
|
Buddsoddiadau tymor hir | £0 | £0 | £0 | £0 | £0 | |
|
Cyfanswm asedau | £1.27m | £887.05k | £1.09m | £988.68k | £1.19m | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | £0 | £0 | £0 | |
|
Cyfanswm rhwymedigaethau | £695.99k | £600.27k | £805.54k | £565.23k | £623.51k |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Awst 2023 | 18 Mehefin 2024 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2023 | 18 Mehefin 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2022 | 06 Tachwedd 2023 | 129 diwrnod yn hwyr | |
Cyfrifon a TAR | 31 Awst 2022 | 06 Tachwedd 2023 | 129 diwrnod yn hwyr | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2021 | 28 Mehefin 2022 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2021 | 28 Mehefin 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2020 | 27 Mehefin 2021 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2020 | 27 Mehefin 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2019 | 05 Hydref 2020 | 97 diwrnod yn hwyr | |
Cyfrifon a TAR | 31 Awst 2019 | 05 Hydref 2020 | 97 diwrnod yn hwyr | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 30 JULY 1986 AS AMENDED BY SPECIAL RESOLUTIONS DATED 11 JULY 1995, 6 OCTOBER 1995, 29 MAY 2002 AND 30 JULY 2002. as amended on 16 Oct 2023as amended on 27 Oct 2023
Gwrthrychau elusennol
The objects of the Charity (Objects) are to advance education by continuing in Birmingham or elsewhere in the United Kingdom a day or boarding school or schools for the education of children of either or both sexes and all denominations, being a school or schools that shall provide to infants, children and students a high quality of general instruction together with moral and spiritual guidance and each such School shall be carried on as an educational charity.
Maes buddion
UNITED KINGDOM
Contact Information
- Cyfeiriad yr elusen:
-
Priory School
Sir Harrys Road
Edgbaston
BIRMINGHAM
B15 2UR
- Ffôn:
- 01214404103
- E-bost:
- s.brereton@prioryschool.net
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