THE PFC TRUST

Rhif yr elusen: 1200844
Mae adrodd am yr elusen yn gyfredol (49 diwrnod yn hwyr)

Trosolwg o'r elusen

Gweithgareddau - sut mae'r elusen yn gwario ei harian

The PFC Trust aims to improve the lives and life chances of local people.

Incwm a gwariant

Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2024

Cyfanswm incwm:
£697,189

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Roddion a chymynroddion £409.04k
Weithgareddau elusennol £0
Weithgareddau masnachu eraill £232.74k
Buddsoddiadau £55.41k
Arall £0

Cyfanswm gwariant:
£516,970

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian £204.94k
Weithgareddau elusennol £312.03k
Arall £0

£54,996 enillion (colledion) buddsoddiadau

Gwariant elusennol

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.

Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Codi arian a Arall Gwariant £204.94k
Gwariant elusennol £312.03k
Cadwyd i'w ddefnyddio yn y dyfodol £180.22k

Pobl

6 Gweithwyr

7 Ymddiriedolwyr

15 Gwirfoddolwyr

Gweithwyr sydd â chyfanswm buddion dros £60,000

Nid oes gan unrhyw weithwyr gyfanswm buddion dros £60,000

Codi arian

Dim gwybodaeth ar gael

Masnachu

Nid oes gan yr elusen hon unrhyw is-gyrff masnachu.

Taliadau i ymddiriedolwyr

Mae un neu fwy o ymddiriedolwyr yn derbyn taliadau neu fuddion gan yr elusen oherwydd eu bod yn ymddiriedolwr.

Beth, pwy, sut, ble

Yr hyn y mae'r elusen yn ei wneud:
  • Dibenion Elusennol Cyffredinol
Pwy mae'r elusen yn eu helpu:
  • Elusennau Eraill/cyrff Gwirfoddol
  • Y Cyhoedd/dynolryw
Sut mae'r elusen yn helpu:
  • Rhoi Grantiau I Unigolion
  • Rhoi Grantiau I Sefydliadau
Ble mae'r elusen yn gweithredu:
  • Durham
  • Hartlepool
  • Middlesbrough
  • Redcar And Cleveland
  • Stockton-on-tees

Llywodraethu

Hanes cofrestru:
  • 10 Hydref 2023: y derbyniwyd cronfeydd gan 1187479 THE PFC TRUST
  • 28 Hydref 2022: event-desc-cio-registration
Math o sefydliad:
CIO
Enwau eraill:

Dim enwau eraill

Rhodd cymorth:
A gydnabyddir gan CThEM ar gyfer rhodd cymorth
Rheoleiddwyr eraill:
Dim gwybodaeth ar gael
Polisïau:
  • Polisi a gweithdrefnau bwlio ac aflonyddu
  • Polisi a gweithdrefnau ymgyrchoedd a gweithgaredd gwleidyddol
  • Trin cwynion
  • 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
  • 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
Tir ac eiddo:
Mae'r elusen hon yn berchen ar ac/neu'n gosod tir neu eiddo ar brydles

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
Shaun David Hope Cadeirydd 27 March 2019
Dim ar gofnod
Gary Riches Ymddiriedolwr 09 July 2024
Dim ar gofnod
John Robert O'Sullivan Ymddiriedolwr 25 October 2023
Dim ar gofnod
Jennifer Anne Elizabeth Beveridge Ymddiriedolwr 13 March 2023
Dim ar gofnod
kelly daley Ymddiriedolwr 06 January 2021
Dim ar gofnod
Fiona Connolly Ymddiriedolwr 27 March 2019
Dim ar gofnod
Frances Mary Connolly Ymddiriedolwr 27 March 2019
Dim ar gofnod

Hanes ariannol

" role="img"> Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.

Dyddiad diwedd cyfnod ariannol

Incwm / Gwariant 31/03/2024
Cyfanswm Incwm Gros £697.19k
Cyfanswm gwariant £516.97k
Incwm o gontractau'r llywodraeth N/A
Incwm o grantiau'r llywodraeth N/A
Incwm o roddion a chymynroddion £409.04k
Incwm o weithgareddau masnachu eraill £232.74k
Incwm - Weithgareddau elusennol £0
Incwm - Gwaddolion £0
Incwm - Buddsoddiad £55.41k
Incwm - Arall £0
Incwm - Cymynroddion £0
Gwariant - Ggweithgareddau elusennol £312.03k
Gwariant - Ar godi arian £204.94k
Gwariant - Llywodraethu £0
Gwariant - Sefydliad grantiau £312.03k
Gwariant - Rheoli buddsoddiadau £5.61k
Gwariant - Arall £0

Asedau a rhwymedigaethau

Diffiniadau ar gyfer asedau a rhwymedigaethau
Asedau hunan ddefnydd

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 Hir

Buddsoddiadau 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 eraill

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 ddiffiniwyd

Arian 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 rhwymedigaethau

Dyma’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.

" role="img"> Mae testun amgen ar gyfer y graffeg gynfas hon yn y tabl data isod.
Asset / Liability 31/03/2024
Asedau hunan ddefnydd £0
Buddsoddiadau tymor hir £806.98k
Cyfanswm asedau £258.72k
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd £0
Cyfanswm rhwymedigaethau £84.08k

Cyfrifon a datganiadau enillion blynyddol

Mae'r tabl hwn yn dangos hanes yr elusen o gyflwyno datganiadau ariannol blynyddol, cyfrifon ac adroddiad blynyddol ymddiriedolwyr (TAR) ar gyfer y pum cyfnod ariannol diwethaf.
Teitl Blwyddyn adrodd Dyddiad derbyn Derbyniwyd Download
Adroddiad blynyddol 31 Mawrth 2024 18 Mawrth 2025 46 diwrnod yn hwyr
Cyfrifon a TAR 31 Mawrth 2024 21 Mawrth 2025 49 diwrnod yn hwyr Download Agorwch mewn ffenestr newydd
Cyflwyno datganiad ariannol blynyddol Agorwch mewn ffenestr newydd

Dogfen lywodraethu

Manylion am y math o ddogfen lywodraethu sydd gan yr elusen a phan y'i sefydlwyd.
Nid dyma destun llawn dogfen lywodraethu'r elusen.

CIO - ASSOCIATION Registered 28 Oct 2022 as amended on 18 Jan 2024

Gwrthrychau elusennol

3.1 THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT TO MAKE DONATIONS, GRANTS AND SCHOLARSHIPS AND PROVIDE SERVICES AND OPPORTUNITIES TO BENEFICIARIES (AS DEFINED IN CLAUSE 3.2) FOR THE EXCLUSIVELY CHARITABLE PURPOSES SET OUT IN CLAUSE 3.3 (OBJECTS). 3.2 FOR THE PURPOSES OF CLAUSE 3.1, BENEFICIARIES ARE ORGANISATIONS OR INDIVIDUALS WHO RESIDE IN, OR CARRY OUT THEIR WORK WITHIN HARTLEPOOL AND THE SURROUNDING AREA. FOR THIS PURPOSE A BENEFICIARY RESIDES WHERE IT IS ORDINARILY RESIDENT (IN THE CASE OF AN INDIVIDUAL) OR (IN THE CASE OF AN ORGANISATION) WHERE ITS MAIN OFFICE IS LOCATED OR WHERE ITS PRINCIPAL ACTIVITY IS PERFORMED. 3.3 FOR THE PURPOSES OF CLAUSE 3.1, THE BENEFICIARIES' ACTIVITIES MUST BE CONFINED TO, OR THE PRIMARY PURPOSE OF THE FUNDING MUST BE TO FURTHER, ONE OR MORE OF THE FOLLOWING EXCLUSIVELY CHARITABLE PURPOSES: 3.3.1 THE ADVANCEMENT OF EDUCATION - FOR THE PUBLIC BENEFIT TO PROMOTE EDUCATION AND PROFESSIONAL DEVELOPMENT (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE IN SUCH WAYS AS THE CHARITY THINKS FIT, INCLUDING: (A) THE AWARDING OF SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TO SUCH PERSONS TO ENABLE STUDY AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER EDUCATION. (B) PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION, OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT. 3.3.2 THE ADVANCEMENT OF THE ARTS - TO PROMOTE FOR THE BENEFIT OF THE PUBLIC, CRAFTS AND CRAFTMANSHIP, PROVIDE ART GALLERIES, ART FESTIVALS AND ARTS HERITAGE COUNCILS. PROMOTE OR ENCOURAGE HIGH STANDARDS IN THE ARTS INCLUDING MUSIC, VISUAL ART SUCH AS PAINTING, DRAWING, SCULPTURE, PHOTOGRAPHY, THEATRE, DANCE, LITERATURE AND CINEMA. 3.3.3 THE ADVANCEMENT OF AMATEUR SPORT - FOR THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION, IN PARTICULAR BY THE PROVISION OF FACILITIES FOR THE PLAYING OF SPORTS. 3.3.4 THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION AND IMPROVEMENT - TO PROMOTE FOR THE BENEFIT OF THE PUBLIC, THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT, BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES. 3.3.5 TO PRESERVE AND PROTECT THE HEALTH OF THOSE WITH PHYSICAL, MENTAL, SENSORY IMPAIRMENT OR SICKNESS AND THOSE WHO CARE FOR THEM WITHIN THE FAMILY OR HOME BY OFFERING PROVISION FOR RESPITE SERVICE THROUGH PROVISION OF COMMUNITY-BASED CARE ATTENDANTS AND/OR HOLIDAYS FOR THOSE AFFECTED AND THEIR FAMILIES. 3.3.6 TO ADVANCE IN LIFE AND RELIEVE NEEDS OF YOUNG PEOPLE THROUGH: (A) THE PROVISION OF RECREATIONAL AND LEISURE TIME ACTIVITIES PROVIDED IN THE INTEREST OF SOCIAL WELFARE, DESIGNED TO IMPROVE THEIR CONDITIONS OF LIFE: (B) PROVIDING SUPPORT AND ACTIVITIES WHICH DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS. 3.3.7 TO RELIEVE FINANCIAL HARDSHIP, SICKNESS AND POOR HEALTH AMONGST ELDERLY PEOPLE BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES. 3.3.8 TO ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OF ANY DESCRIPTION OR IN NEED OF REHABILITATION AS A RESULT OF SUCH ILLNESS, BY THE PROVISION OF FACILITIES FOR WORK AND RECREATION. 3.3.9 THE RELIEF OF FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY, OF PEOPLE LIVING IN THE AREA OF HARTLEPOOL BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES. 3.3.10 ANY OTHER PURPOSES CURRENTLY RECOGNISED AS BEING CHARITABLE WITHIN THE SCOPE OF THE CHARITIES ACT, 2011. 3.4 NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Gwybodaeth gyswllt

Cyfeiriad yr elusen:
The PFC Trust
Unit 3
110 Whitby Street South
HARTLEPOOL
Cleveland
TS24 7LP
Ffôn:
07394638009
E-bost:
pfc.trust@outlook.com
Gwefan:

www.thepfctrust.org Agorwch mewn ffenestr newydd