THE SOMERSET MASONIC CHARITY

Charity Number: 1127248
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The raising of funds for the benefit of freemasons, their relations or dependants or for the benefit of masonic charities or other charitable institutions, societies and charitable purposes.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £21,881
Total expenditure: £31,223

People

7 Trustee(s)

200 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 19 December 2008: Standard registration
Organisation type:
Charitable company
Other names:
  • SOMERSET MASONIC FUND LIMITED (Previous name)
Company number:
06715744 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Raymond Guthrie Trustee 09 June 2023
None on record
GRAHAM PUDDY Trustee 09 June 2023
None on record
BENJAMIN GEORGE WILLIAM BATLEY Trustee 05 March 2019
None on record
David C A Mason Trustee 05 March 2019
None on record
KEITH RAYMOND STEWART SURRY Trustee 06 April 2017
THE PROVINCIAL GRAND LODGE OF SOMERSET BENEVOLENT FUND
Received: On time
PROVINCIAL GRAND LODGE OF SOMERSET MARK MASTER MASONS BENEVOLENT FUND
Received: On time
CHIPPENHAM ROTARY AND INNER WHEEL TRUST LIMITED
Received: On time
THE ROTARY CLUB OF CHIPPENHAM TRUST FUND
Received: On time
TERENCE RAYMOND LEACH Trustee
THE PROVINCIAL GRAND LODGE OF SOMERSET BENEVOLENT FUND
Received: On time
DAVID JOHN MEDLOCK Trustee
ST ALPHEGE LODGE BENEVOLENT FUND
Received: On time
THE PROVINCIAL GRAND LODGE OF SOMERSET BENEVOLENT FUND
Received: On time
THE MEDLOCK CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £27.46k £75.00k £89.15k £29.56k £21.88k
Total expenditure £13.96k £60.25k £70.35k £46.44k £31.22k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2023 15 July 2024 On Time
Accounts and TAR 30 September 2023 Not Required
Annual return 30 September 2022 12 June 2023 On Time
Accounts and TAR 30 September 2022 12 June 2023 On Time Download Open in new window
Annual return 30 September 2021 22 June 2022 On Time
Accounts and TAR 30 September 2021 22 June 2022 On Time Download Open in new window
Annual return 30 September 2020 21 July 2021 On Time
Accounts and TAR 30 September 2020 21 July 2021 On Time Download Open in new window
Annual return 30 September 2019 29 July 2020 On Time
Accounts and TAR 30 September 2019 29 July 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 6 OCTOBER 2008 AS AMENDED BY CERTIFICATE OF INCORPORATION UPON CHANGE OF NAME DATED 24 JUNE 2009.

Charitable objects

FOR THE BENEFIT OF FREEMASONS, THEIR RELATIONS OR DEPENDANTS OR FOR THE BENEFIT OF MASONIC CHARITIES OR OTHER CHARITABLE INSTITUTIONS, SOCIETIES AND CHARITABLE PURPOSES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED, IN PRACTICE

Contact information

Address:
Avonbury
Beech Road
Box Hill
CORSHAM
Wiltshire
SN13 8HF
Phone:
01460 279104
Email:
j.martin@hklaw.eu
Website:

No information available