MASONIC BENEVOLENT FUND OF SOUTH WALES

Charity number: 208514
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To assist the education and advancement of the children of distressed or deceased Freemasons in the province; to assist widows of such Freemasons; to assist old, infirm and distressed Freemasons; to subscribe to recognised Masonic charitable organisations; to donate to non Masonic charities.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £72,009
Total expenditure: £58,550

People

9 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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • 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
Where the charity operates:
  • Blaenau Gwent
  • Bridgend
  • Caerphilly
  • Cardiff
  • City Of Swansea
  • Merthyr Tydfil
  • Neath Port Talbot
  • Powys
  • Torfaen
  • Vale Of Glamorgan

Governance

Registration history:
  • 22 September 1962: Standard registration
Organisation type:
Other
Other names:
  • MASONIC BENEVOLENT FUND (Working name)
  • MASONIC BENEVOLENT FUND (EASTERN DIVISION OF SOUTH WALES) (Previous name)
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 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
  • 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
RICHARD LLOYD THOMAS Trustee 10 February 2025
None on record
DAVID ANTHONY JOHN SWAIN Trustee 23 November 2023
None on record
STEVEN BICKERTON Trustee 06 March 2023
None on record
WILLIAM JOHN MORRIS Trustee 11 February 2022
None on record
GRANVILLE DAVID THOMAS Trustee 03 May 2019
None on record
MARTYN ALAN RIDGE Trustee 17 November 2015
CWMBRAN BAROQUE SINGERS
Received: On time
JOHN ANTHONY Trustee 17 November 2015
None on record
PATRICK PATTISON Trustee 17 November 2015
None on record
ANDREW LINDSAY GRETTON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £78.87k £75.01k £153.60k £86.67k £72.01k
Total expenditure £98.04k £94.77k £154.15k £70.23k £58.55k
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 31 December 2024 28 May 2025 On Time
Accounts and TAR 31 December 2024 28 May 2025 On Time Download Open in new window
Annual return 31 December 2023 28 May 2024 On Time
Accounts and TAR 31 December 2023 28 May 2024 On Time Download Open in new window
Annual return 31 December 2022 27 May 2023 On Time
Accounts and TAR 31 December 2022 27 May 2023 On Time Download Open in new window
Annual return 31 December 2021 04 June 2022 On Time
Accounts and TAR 31 December 2021 04 June 2022 On Time Download Open in new window
Annual return 31 December 2020 18 May 2021 On Time
Accounts and TAR 31 December 2020 18 May 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.

BY-LAWS AS AMENDED BY CONSTITUTION ADOPTED 17/11/2015

Charitable objects

FOR EDUCATION AND ADVANCEMENT IN LIFE OF THE CHILDREN OF DISTRESSED OR DECEASED FREEMASONS OF THE PROVINCE OF THE EASTERN DIVISION OF SOUTH WALES, AND FOR THE BENEFIT OF THE WIDOWS OF SUCH FREEMASONS AND FOR OLD, INFIRM, AND DISTRESSED FREEMASONS OF THE SAID PROVINCE. TO SUBSCRIBE TO ANY ONE OR EITHER OF THE MASONIC CHARITABLE INSTITUTIONS.

Area of benefit

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

SOUTH GLAMORGAN

Contact information

Address:
MASONIC BENEVOLENT FUND OF S WALES
5 GUILDFORD STREET
CARDIFF
CF10 2HL
Phone:
02920759335
Email:
office@province.org.uk
Website:

No information available