OLD MASONIANS BENEVOLENT AND GRANT FUND

Charity number: 208177
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To assist members of the Old Masonians Association in reduced or distressed circumstrances

Income and expenditure

Data for financial year ending 29 February 2024

Total income: £27,360
Total expenditure: £29,930

People

6 Trustee(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
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 September 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David John Wareham Trustee 01 March 2025
S.A. OLIVER CHARITABLE SETTLEMENT
Received: On time
THE HOCKEY YOUTH TRUST
Received: 55 days late
THE FEOFFEES OF CHERTSEY MARKET
Received: On time
THE ROBERT MEDHURST BENEVOLENT FUND
Received: On time
Simon Roderick Greaves Trustee 01 March 2025
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BRIDE FLEET STREET
Received: On time
ANDREW PETER FALL FOSTER Trustee 01 March 2014
None on record
GEORGE JAMES HART TD Trustee
None on record
EDWIN GRAHAM MEEK Trustee
None on record
SIR RICHARD EVANS CBE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Total gross income £70.94k £22.07k £26.03k £29.26k £27.36k
Total expenditure £11.65k £10.87k £13.29k £30.04k £29.93k
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 29 February 2024 12 August 2024 On Time
Accounts and TAR 29 February 2024 12 August 2024 On Time Download Open in new window
Annual return 28 February 2023 21 June 2024 176 days late
Accounts and TAR 28 February 2023 21 June 2024 176 days late Download Open in new window
Annual return 28 February 2022 20 October 2022 On Time
Accounts and TAR 28 February 2022 20 October 2022 On Time Download Open in new window
Annual return 28 February 2021 06 December 2021 On Time
Accounts and TAR 28 February 2021 Not Required
Annual return 29 February 2020 09 November 2020 On Time
Accounts and TAR 29 February 2020 20 November 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.

DECLARATION OF TRUST DATED 7TH APRIL 1893 AND DEED OF VARIATION DATED 31ST JULY 1923. AS AMENDED BY SCHEME DATED 11 AUG 2020

Charitable objects

THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN: A) RELIEVING NEED AMONG SUCH MEMBERS OF THE OLD MASONIANS ASSOCIATION WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS AS ARE RECOMMENDED BY THE COMMITTEE OF THE OLD MASONIANS ASSOCIATION TO THE TRUSTEES, BY MAKING GRANTS OF MONEY OR PROVIDING LOANS; B) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSE SET OUT IN A), RELIEVING NEED AMONG FORMER PUPILS OF THE FORMER ROYAL MASONIC SCHOOL FOR BOYS AT BUSHEY, HERTFORDSHIRE WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS (THE “FORMER PUPILS”), BY MAKING GRANTS OF MONEY OR PROVIDING LOANS; C) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSES SET OUT IN A) AND B), RELIEVING NEED AMONG WIVES AND PARTNERS OF FORMER PUPILS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, BY MAKING GRANTS OF MONEY OR PROVIDING LOANS; D) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSES SET OUT IN A), B) AND C), RELIEVING NEED AMONG FORMER BENEFICIARIES OF THE FORMER CHARITIES THE ROYAL MASONIC INSTITUTION FOR GIRLS (FORMER REGISTERED CHARITY NO. 311077) AND THE ROYAL MASONIC INSTITUTION FOR BOYS (FORMER REGISTERED CHARITY NO. 311058) WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, BY MAKING GRANTS OF MONEY OR PROVIDING LOANS; E) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSES SET OUT IN A), B), C) AND D), RELIEVING NEED AMONG MASONIC CHILDREN WHO WERE, ARE, OR ARE ELIGIBLE TO BE, BENEFICIARIES OF THE ROYAL MASONIC TRUST FOR GIRLS AND BOYS (REGISTERED CHARITY NUMBER 285836) OR THE ROYAL MASONIC TRUST FOR GIRLS AND BOYS (REGISTERED CHARITY NO. 1170336 AND REGISTERED COMPANY NO. 01705033) (EACH “RMTGB)”) AND WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, BY MAKING GRANTS OF MONEY OR PROVIDING LOANS; AND F) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE FOREGOING PURPOSES, RELIEVING NEED AMONG OTHER MEMBERS OF THE PUBLIC BY MAKING GRANTS TO SUCH OTHER REGISTERED CHARITIES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK APPROPRIATE (THE “OTHER CHARITIES”).

Area of benefit

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

NATIONAL

Contact information

Address:
201 GROVE LANE
LONDON
SE5 8BP
Phone:
02077331409
Email:
ombgfund@gmail.com
Website:

No information available