WEST RIDING MASONIC CHARITIES LIMITED

Charity number: 212073
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To support and aid sick,elderly or infirm members of Masonic Lodges in Yorkshire and their dependants and widows and to support other Masonic and non Masonic organisations

Income and expenditure

Data for financial year ending 30 September 2024

Total income:
£620,452

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Donations and legacies £479.29k
Charitable activities £0
Other trading activities £0
Investments £141.16k
Other £0

Total expenditure:
£1,078,723

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Raising funds £35.40k
Charitable activities £1.04m
Other £0

£955,794 investments gains (losses)

Charitable expenditure

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £35.40k
Charitable expenditure £1.04m

People

4 Employee(s)

9 Trustee(s)

200 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Barnsley
  • Bradford City
  • Calderdale
  • City Of Wakefield
  • Doncaster
  • Kirklees
  • Leeds City
  • North Yorkshire
  • Rotherham
  • Sheffield City

Governance

Registration history:
  • 21 February 1963: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00399211 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Duncan Roger Kilbride Chair 23 March 2019
None on record
Adrian Braithwaite Trustee 06 May 2025
None on record
Garry Fuller Trustee 16 December 2024
None on record
Paul Nash Trustee 11 December 2023
None on record
Graham Derek Hoyle Trustee 25 March 2023
HORSFORTH GROVE METHODIST CHURCH
Received: On time
Gary Edgar Blackburn Trustee 25 March 2023
None on record
Ian Wright Trustee 26 March 2022
MONTAGU HOSPITAL COMFORTS FUND
Received: On time
Keith Arthur Bradley Trustee 19 June 2021
None on record
Raymond Thornton Lodge Trustee 29 June 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £600.82k £675.75k £1.65m £784.23k £620.45k
Total expenditure £687.29k £815.92k £838.82k £1.28m £1.08m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £10.00k N/A N/A N/A N/A
Income - Donations and legacies £459.85k £533.84k £1.54m £673.64k £479.29k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £140.98k £141.91k £115.34k £110.59k £141.16k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £272.06k £1.04m £673.64k £0
Expenditure - Charitable activities £652.04k £777.24k £809.56k £1.25m £1.04m
Expenditure - Raising funds £35.25k £38.67k £29.25k £34.45k £35.40k
Expenditure - Governance £9.00k £9.00k £9.45k £10.38k £15.28k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £35.25k £38.67k £29.25k £34.45k £35.40k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Own use assets £0 £0 £0 £0 £0
Long-term investments £7.78m £7.93m £6.58m £6.76m £7.52m
Other assets £485.15k £1.39m £2.20m £1.69m £1.47m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £15.28k £90.28k £190.41k £42.93k £87.36k

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 2024 11 March 2025 On Time
Accounts and TAR 30 September 2024 11 March 2025 On Time Download Open in new window
Annual return 30 September 2023 19 April 2024 On Time
Accounts and TAR 30 September 2023 19 April 2024 On Time Download Open in new window
Annual return 30 September 2022 06 April 2023 On Time
Accounts and TAR 30 September 2022 06 April 2023 On Time Download Open in new window
Annual return 30 September 2021 25 April 2022 On Time
Accounts and TAR 30 September 2021 25 April 2022 On Time Download Open in new window
Annual return 30 September 2020 29 July 2021 On Time
Accounts and TAR 30 September 2020 29 July 2021 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 8 OCTOBER 1945 AS AMENDED MARCH 1961, 25 SEPTEMBER 1971, 12 JANUARY 1998, 5 APRIL 2003 AND 31 MARCH 2007. as amended on 09 Sep 2023

Charitable objects

TO OR FOR THE BENEFIT OF SUCH DISTRESSED OR NECESSITOUS FREEMASONS, MEMBERS OR FORMER MEMBERS OF MASONIC LODGES WITHIN THE PROVINCE, THEIR WIDOWS CHILDREN AND OTHER DEPENDANTS IN SUCH MANNER AND AT SUCH TIMES AS THE COMPANY DIRECT. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION AND SPECIAL RESOLUTION PASSED 05 APRIL 2003).

Area of benefit

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

NOT DEFINED

Contact information

Address:
West Riding Masonic Charities
20 Castle Grove Drive
LEEDS
LS6 4BR
Phone:
07395 375964
Email:
admin@wrmcl.co.uk
Website:

www.westridingfreemasons.info/west-riding-masonic-charities Open in new window