THE CUMBERLAND AND WESTMORLAND PROVINCIAL GRAND LODGE MASONIC BENEVOLENT FUND
Charity Number: 213203
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To relieve poverty and distress among freemasons and to support local Registered Charities
Income and expenditure
Data for financial year ending 30 June 2024
Total income: £53,155
Total expenditure: £68,538
People
4 Trustee(s)
1 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- Other Charitable Purposes
Who the charity helps:
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- Other Defined Groups
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Other Charitable Activities
Where the charity operates:
- Cumbria
Governance
Registration history:
- 28 February 1963: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- 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
- Serious incident reporting 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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| William Henry Morley | Trustee | 17 October 2024 |
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| Keith Robert Beaumont | Trustee | 17 October 2024 |
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| Richard William Sharpe | Trustee | 09 October 2023 |
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| David Stewart | Trustee | 14 January 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
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Total gross income | £189.41k | £65.22k | £87.83k | £64.66k | £53.16k | |
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Total expenditure | £175.70k | £57.39k | £43.27k | £292.88k | £68.54k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 June 2024 | 17 April 2025 | On Time | |
| Accounts and TAR | 30 June 2024 | 17 April 2025 | On Time | Download Open in new window |
| Annual return | 30 June 2023 | 23 April 2024 | On Time | |
| Accounts and TAR | 30 June 2023 | 23 April 2024 | On Time | Download Open in new window |
| Annual return | 30 June 2022 | 04 April 2023 | On Time | |
| Accounts and TAR | 30 June 2022 | 04 April 2023 | On Time | Download Open in new window |
| Annual return | 30 June 2021 | 10 February 2022 | On Time | |
| Accounts and TAR | 30 June 2021 | 10 February 2022 | On Time | Download Open in new window |
| Annual return | 30 June 2020 | 25 March 2021 | On Time | |
| Accounts and TAR | 30 June 2020 | 25 March 2021 | On Time | Download Open in new window |