WILLIAM JONES'S SCHOOLS FOUNDATION

Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
To operate day and boarding schools for boys and girls in or near to Monmouth.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 August 2024
Cyfanswm incwm:
£23,582,000
Roddion a chymynroddion | £148.00k | |
Weithgareddau elusennol | £21.31m | |
Weithgareddau masnachu eraill | £1.26m | |
Buddsoddiadau | £453.00k | |
Arall | £412.00k |
Cyfanswm gwariant:
£29,087,000
Codi arian | £1.24m | |
Weithgareddau elusennol | £27.84m | |
Arall | £0 |
£5,510,000 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 | £1.24m | |
Gwariant elusennol | £27.84m |
Codi arian a Arall Gwariant | £1.24m | |
Gwariant elusennol | £27.84m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £5.00k |
Pobl

539 Gweithwyr
2 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nifer y cyflogeion | |
---|---|
£60k i £70k | 14 |
£70k i £80k | 5 |
£80k i £90k | 5 |
£90k i £100k | 6 |
£100k i £110k | 3 |
£110k i £120k | 1 |
Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Addysg/hyfforddiant
- Plant/pobl Ifanc
- Darparu Cyllid Arall
- Darparu Adnoddau Dynol
- Darparu Adeiladau/cyfl Eusterau/lle Agored
- Darparu Gwasanaethau
- Sir Fynyw
Llywodraethu
- 22 Awst 1966: Cofrestrwyd
- 05 Mawrth 2003: Tynnwyd (WEDI PEIDIO Â BODOLI)
- JONES FOUNDATION (Enw gwaith)
- Ofsted (Swyddfa Safonau Mewn Addysg)
- Trin cwynion
- Buddiannau croes
- Buddsoddi
- Talu staff
- Rheoli risg
- Diogelu buddiolwyr agored i niwed
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.
2 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
---|---|---|---|---|---|---|---|---|
Haberdashers' Monmouth Schools Limited | Ymddiriedolwr | 01 April 2016 |
|
|
||||
Haberdashers' Monmouth Estates Limited | Ymddiriedolwr | 01 April 2016 |
|
|
Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £20.49m | £20.64m | £22.89m | £23.20m | £23.58m | |
|
Cyfanswm gwariant | £24.16m | £24.56m | £25.95m | £28.87m | £29.09m | |
|
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 | £175.00k | £498.00k | £180.00k | £80.00k | £148.00k | |
|
Incwm o weithgareddau masnachu eraill | £845.00k | £209.00k | £866.00k | £1.18m | £1.26m | |
|
Incwm - Weithgareddau elusennol | £19.19m | £19.56m | £21.24m | £21.25m | £21.31m | |
|
Incwm - Gwaddolion | £0 | £178.00k | £0 | £0 | £0 | |
|
Incwm - Buddsoddiad | £172.00k | £171.00k | £124.00k | £250.00k | £453.00k | |
|
Incwm - Arall | £108.00k | £209.00k | £488.00k | £434.00k | £412.00k | |
|
Incwm - Cymynroddion | £0 | £320.00k | £180.00k | £80.00k | £0 | |
|
Gwariant - Ggweithgareddau elusennol | £22.78m | £23.32m | £24.82m | £27.55m | £27.84m | |
|
Gwariant - Ar godi arian | £1.38m | £1.19m | £1.13m | £1.32m | £1.24m | |
|
Gwariant - Llywodraethu | £104.00k | £119.00k | £125.00k | £153.00k | £163.00k | |
|
Gwariant - Sefydliad grantiau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Rheoli buddsoddiadau | £0 | £0 | £0 | £0 | £0 | |
|
Gwariant - Arall | £0 | £50.00k | £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 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | ||
---|---|---|---|---|---|---|---|
|
Asedau hunan ddefnydd | £44.31m | £43.22m | £42.21m | £44.14m | £60.57m | |
|
Buddsoddiadau tymor hir | £85.15m | £102.29m | £106.16m | £99.93m | £80.39m | |
|
Cyfanswm asedau | £11.88m | £9.83m | £8.58m | £4.76m | £10.41m | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | -£408.00k | -£150.00k | £0 | £0 | £0 | |
|
Cyfanswm rhwymedigaethau | £18.41m | £17.29m | £15.64m | £14.87m | £17.49m |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Awst 2024 | 30 Mehefin 2025 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2024 | 30 Mehefin 2025 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2023 | 28 Mehefin 2024 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2023 | 28 Mehefin 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2022 | 28 Mehefin 2023 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2022 | 28 Mehefin 2023 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2021 | 29 Mehefin 2022 | Ar amser | |
Cyfrifon a TAR | 31 Awst 2021 | 29 Mehefin 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Awst 2020 | 20 Awst 2021 | 51 diwrnod yn hwyr | |
Cyfrifon a TAR | 31 Awst 2020 | 20 Awst 2021 | 51 diwrnod yn hwyr | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
SCHEME OF 12 NOVEMBER 1987 AS ALTERED OR AFFECTED BY A FURTHER SCHEME OF 21 JULY 1998, AS ALTERED BY TRUSTEES' RESOLUTIONS OF 25 MAY 2000, 21 FEBRUARY 2007 AND 30 APRIL 2009. AS AMENDED BY RESOLUTION DATED 28 MAY 2015 AS AMENDED BY SCHEME DATED 10 JUN 2024 AS AMENDED ON 17 FEB 2025
Gwrthrychau elusennol
THE OBJECT OF THE FOUNDATION SHALL BE THE PROVISION AND CONDUCT IN OR NEAR MONMOUTH OF A CO-EDUCATIONAL DAY AND BOARDING SCHOOL AND A CO-EDUCATIONAL DAY AND BOARDING PREPARATORY SCHOOL.
Maes buddion
NOT DEFINED
Elusennau cysylltiedig
- BEACH ART PRIZE
- BEATRICE GAYER PRIZE
- CHRISTOPHER FAIRFAX SCOTT PRIZE
- DOROTHY TWISTON-DAVIES PRIZE FOR NEEDLEWORK
- FLORENCE MABEL HALL MEMORIAL PRIZE
- FREDA JARVIS EXHIBITION FUND
- HAROLD WARD PRIZE
- HENRY PRICE BEQUEST
- JOHN LANE ESSAY PRIZE
- LEONARD CLARK POETRY PRIZE
- LEONARD TWISTON-DAVIES PRIZE FOR ART AT MONMOUTH SCHOOL
- LEONARD TWISTON-DAVIES PRIZE FOR ART AT MONMOUTH SCHOOL FOR GIRLS
- LUDFORD FREEMAN PRIZE
- MARION READE MEMORIAL PRIZE
- MARY ROWLES JARVIS PRIZE
- MICHAEL SPENSER WILLIAMS MEMORIAL PRIZE
- MOUNTJOY FUND
- PATRICIA PHILLIPS PRIZE
- PENSION FUND FOR NON-TEACHING STAFF
- REVEREND W T JOSEPH PRIZE
- RHYS WILLIAMS HISTORY PRIZE
- ROBERT RUMSEY WEBB MATHEMATICAL SCHOLARSHIP
- ROSS IRVING MEMORIAL PRIZE
- SALTERS' CHEMISTRY PRIZE
- SIDDANS PRIZE
- THE LUCY ORPIN PRIZE
- THE MOYNIHAN PRIZE
- THE SIR WILLIAM THOMAS PRIZE
- THE TREVOR BOWEN PRIZE
- TREVOR BOWEN OWEN SCHOLARSHIPS
- VIOLLET GRIFFIN PRIZES
- VIZARD PRIZE
- WILLIAM SIMPSON HALL MEMORIAL PRIZE
- WINIFRED PARAMORE WILLIAMS MEMORIAL PRIZE
- 22 Awst 1966 : Cofrestrwyd
- 05 Mawrth 2003 : Tynnwyd
Gwybodaeth gyswllt
- Cyfeiriad yr elusen:
-
THE CLERK
HABERDASHERS HALL
18 WEST SMITHFIELD
LONDON
EC1A 9HQ
- Ffôn:
- 02072469988
- E-bost:
- enquiries@haberdashers.co.uk
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