LEICESTERSHIRE AND RUTLAND MASONIC CHARITY ASSOCIATION

Charity number: 234054
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The support of the Masonic Charitable Foundation or any other organisations, institution or fund which is established for purposes which are exclusively charitable in law. To relieve and assist aged sick, distressed or infirm Freemasons of this Province and their wives, widows and/or dependant children.To make donations, grants or subscriptions to the Masonic Charitable Foundation.

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £212,396
Total expenditure: £288,558

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
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Leicester City
  • Leicestershire
  • Rutland

Governance

Registration history:
  • 13 May 1964: Standard registration
  • 03 May 2000: Removed (Funds transferred (gi))
  • 03 May 2000: Funds transferred to
Organisation type:
Other
Other names:

No other names

Gift aid:
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Nic Merrett Trustee 28 October 2022
None on record
John Peberdy MBE Trustee 30 August 2022
None on record
Brian Stuart Carruthers Trustee 29 November 2019
None on record
Paul Charles Wallace Trustee 29 November 2019
None on record
Dr Andrew Russell Green Trustee 30 November 2018
None on record
David John Highton Trustee 30 November 2018
None on record
Ian Nesbitt Trustee 11 September 2018
None on record
Robert Thomas Mason Trustee 12 September 2017
None on record
Adrian De Rodriguez Pearse Trustee 25 November 2016
None on record
BRENT GOODWIN Trustee 08 December 2011
None on record
Peter Charles Kinder Trustee 26 May 2010
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £116.02k £137.44k £425.96k £315.53k £212.40k
Total expenditure £150.44k £152.77k £443.15k £158.98k £288.56k
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 May 2024 18 December 2024 On Time
Accounts and TAR 31 May 2024 18 December 2024 On Time Download Open in new window
Annual return 31 May 2023 19 December 2023 On Time
Accounts and TAR 31 May 2023 19 December 2023 On Time Download Open in new window
Annual return 31 May 2022 23 March 2023 On Time
Accounts and TAR 31 May 2022 23 March 2023 On Time Download Open in new window
Annual return 31 May 2021 10 March 2022 On Time
Accounts and TAR 31 May 2021 10 March 2022 On Time Download Open in new window
Annual return 31 May 2020 12 February 2021 On Time
Accounts and TAR 31 May 2020 12 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
RULES AND REGULATIONS REVISED AND ADOPTED 25 OCTOBER 1962 AS AMENDED 8 SEPTEMBER 1999.
Charitable objects
(A) TO RELIEVE AND ASSIST AGED, SICK OR INFIRM FREEMASONS OF THE PROVINCE OF LEICESTERSHIRE AND RUTLAND, THEY BEING INDIGENT AND IN NEED OF SUCH RELIEF AND ASSISTANCE. (B) THE RELIEVE AND ASSIST THE WIDOWS AND/OR CHILDREN OF DECEASED FREEMASONS OF THIS PROVINCE, THEY BEING INDIGENT AND IN NEED OF SUCH RELIEF AND ASSISTANCE. (C) TO PROVIDE FOR THE MAINTENANCE, BOARDING, CLOTHING, EDUCATION OR ADVANCEMENT, WHOLLY OR IN PART, OF THE CHILDREN OF DISTRESSED OR DECEASED FREEMASONS OF THIS PROVINCE. (D) TO ASSIST THE ADVANCEMENT OF ANY SUCH CHILD ON OR AFTER LEAVING SCHOOL. (E) TO MAKE DONATIONS, GRANTS OR SUBSCRIPTIONS TO THE FOUR CENTRAL MASONIC INSTITUTIONS, OR ANY OF THEM, NAMELY:- (1) THE ROYAL MASONIC INSTITUTION FOR GIRLS (2) THE ROYAL MASONIC INSTITUTION FOR BOYS (3) THE ROYAL MASONIC BENEVOLENT INSTITUTION (4) THE ROYAL MASONIC HOSPITAL
Area of benefit
LEICESTERSHIRE AND RUTLAND
Registration history
  • 13 May 1964 : Standard registration
  • 03 May 2000 : Removed
  • 03 May 2000 : Asset transfer out

Contact information

Address:
Freemasons Hall
78-80 London Road
LEICESTER
LE2 0RA
Phone:
01162236998