THE CLIVE RICHARDS FOUNDATION
Trosolwg o'r elusen
Gweithgareddau - sut mae'r elusen yn gwario ei harian
Grants are made to organisations particularly schools, churches and those which support the arts and those who request assistance (particularly those who suffer from disabilities). The Trustee Board meet regularly throughout the year to consider applications for funding including social or programme related applications.
Incwm a gwariant
Data ar gyfer y flwyddyn ariannol yn gorffen 31 March 2023
Cyfanswm incwm:
£1,802,427
Roddion a chymynroddion | £1.70m | |
Weithgareddau elusennol | £0 | |
Weithgareddau masnachu eraill | £0 | |
Buddsoddiadau | £105.94k | |
Arall | £0 |
Cyfanswm gwariant:
£1,122,174
Codi arian | £0 | |
Weithgareddau elusennol | £1.12m | |
Arall | £0 |
-£164,420 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 | £0 | |
Gwariant elusennol | £1.12m | |
Cadwyd i'w ddefnyddio yn y dyfodol | £680.25k |
Pobl
8 Ymddiriedolwyr
Gweithwyr sydd â chyfanswm buddion dros £60,000
Nid oes gan unrhyw weithwyr gyfanswm buddion dros £60,000Codi arian
Masnachu
Taliadau i ymddiriedolwyr
Beth, pwy, sut, ble
- Dibenion Elusennol Cyffredinol
- Addysg/hyfforddiant
- Hybu Iechyd Neu’r Achub O Fywydau
- Anabledd
- Rhoi Cymorth I’r Tlodion
- Gweithgareddau Crefyddol
- Celfyddydau / Diwylliant / Treftadaeth / Gwyddoniaeth
- Chwaraeon/adloniant
- Economaidd/datblygiad Cymunedol/cyfl Ogaeth
- Plant/pobl Ifanc
- Yr Henoed/pobl Oedrannus
- Pobl Ag Anableddau
- Elusennau Eraill/cyrff Gwirfoddol
- Y Cyhoedd/dynolryw
- Rhoi Grantiau I Unigolion
- Rhoi Grantiau I Sefydliadau
- Swydd Henffordd
Llywodraethu
- 10 Mehefin 1986: Cofrestrwyd
- THE CLIVE AND SYLVIA RICHARDS CHARITY LIMITED (Enw blaenorol)
- THE CLIVE RICHARDS CHARITY (Enw blaenorol)
- 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
- Rheoli risg
- Polisi a gweithdrefnau diogelu
- Polisi a gweithdrefnau adrodd am ddigwyddiadau difrifol
- Polisi a gweithdrefnau cyfryngau cymdeithasol
- Polisi a gweithdrefnau gwrthdaro buddiannau ymddiriedolwyr
- Polisi a gweithdrefnau treuliau 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.
8 Ymddiriedolwyr
Enw | Rôl | Dyddiad y penodiad | Ymddiriedolaethau eraill | Statws adrodd ymddiriedolaethau eraill | ||||
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Peter Michael Dines | Cadeirydd | 10 December 2013 |
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Karen Frost | Ymddiriedolwr | 02 May 2024 |
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Hermione Granuaile Richards | Ymddiriedolwr | 16 January 2024 |
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Julian Guy Lamden | Ymddiriedolwr | 13 July 2023 |
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James Francis Kemp | Ymddiriedolwr | 20 January 2022 |
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Gareth Jon Davies | Ymddiriedolwr | 25 July 2017 |
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DAVID JOHN IDDON | Ymddiriedolwr | 15 January 2015 |
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SYLVIA ANN RICHARDS | Ymddiriedolwr |
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Hanes ariannol
Dyddiad diwedd cyfnod ariannol
Incwm / Gwariant | 31/03/2019 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | ||
---|---|---|---|---|---|---|---|
|
Cyfanswm Incwm Gros | £509.18k | £1.81m | £425.80k | £450.50k | £1.80m | |
|
Cyfanswm gwariant | £1.45m | £1.06m | £655.55k | £227.00k | £1.12m | |
|
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 | £440.50k | £1.73m | N/A | N/A | £1.70m | |
|
Incwm o weithgareddau masnachu eraill | £0 | £0 | N/A | N/A | £0 | |
|
Incwm - Weithgareddau elusennol | £0 | £0 | N/A | N/A | £0 | |
|
Incwm - Gwaddolion | £0 | £0 | N/A | N/A | £0 | |
|
Incwm - Buddsoddiad | £68.68k | £74.81k | N/A | N/A | £105.94k | |
|
Incwm - Arall | £0 | £0 | N/A | N/A | £0 | |
|
Incwm - Cymynroddion | £0 | £0 | N/A | N/A | £0 | |
|
Gwariant - Ggweithgareddau elusennol | £1.45m | £1.06m | N/A | N/A | £1.12m | |
|
Gwariant - Ar godi arian | £0 | £0 | N/A | N/A | £0 | |
|
Gwariant - Llywodraethu | £6.02k | £55.76k | N/A | N/A | £97.13k | |
|
Gwariant - Sefydliad grantiau | £1.35m | £977.75k | N/A | N/A | £1.01m | |
|
Gwariant - Rheoli buddsoddiadau | £0 | £0 | N/A | N/A | £0 | |
|
Gwariant - Arall | £0 | £0 | N/A | N/A | £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 | 31/03/2019 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | ||
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Asedau hunan ddefnydd | £26.99k | £0 | N/A | N/A | £28.05k | |
|
Buddsoddiadau tymor hir | £0 | £26.99k | N/A | N/A | £0 | |
|
Cyfanswm asedau | £1.81m | £2.12m | N/A | N/A | £2.80m | |
|
Ased neu rwymedigaeth cynllun pensiwn budd a ddiffiniwyd | £0 | £0 | N/A | N/A | £0 | |
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Cyfanswm rhwymedigaethau | £1.33m | £993.51k | N/A | N/A | £910.84k |
Cyfrifon a datganiadau enillion blynyddol
Teitl | Blwyddyn adrodd | Dyddiad derbyn | Derbyniwyd | Download |
---|---|---|---|---|
Adroddiad blynyddol | 31 Mawrth 2023 | 23 Ionawr 2024 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2023 | 23 Ionawr 2024 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2022 | 18 Tachwedd 2022 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2022 | 18 Tachwedd 2022 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2021 | 26 Tachwedd 2021 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2021 | 26 Tachwedd 2021 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2020 | 06 Tachwedd 2020 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2020 | 06 Tachwedd 2020 | Ar amser | Download Agorwch mewn ffenestr newydd |
Adroddiad blynyddol | 31 Mawrth 2019 | 13 Rhagfyr 2019 | Ar amser | |
Cyfrifon a TAR | 31 Mawrth 2019 | 13 Rhagfyr 2019 | Ar amser | Download Agorwch mewn ffenestr newydd |
Dogfen lywodraethu
Nid dyma destun llawn dogfen lywodraethu'r elusen.
MEMORANDUM AND ARTICLES AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 MAY 1986 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06 MAY 2005 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 SEP 2022 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13 OCT 2022 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 MAY 2022
Gwrthrychau elusennol
The Objects of the Foundation are to advance such charitable purposes (according to the law of England and Wales) as the Trustees see fit from time to time.
Maes buddion
NOT DEFINED
Contact Information
- Cyfeiriad yr elusen:
-
Lower Hope Estate
Ullingswick
HEREFORD
HR1 3JF
- Ffôn:
- 01432 820663
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