THE MONMOUTHSHIRE PROVINCIAL GRAND CHARITY 2004

Charity number: 1108895
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Making grants to Individuals in need, other masonic charities and other educational and training organisations in the masonic province of Monmouthshire ( the old county boundaries)

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £281,047
Total expenditure: £395,462

People

6 Trustee(s)

31 Volunteer(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 Prevention Or Relief Of Poverty
  • Religious Activities
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • 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
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 April 2005: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD GEOFFREY DAVIES Chair
None on record
Malcolm Fairie Trustee 23 October 2017
None on record
HUW LLOYD WILLIAMS Trustee 23 October 2017
None on record
Christopher Evans Trustee 01 March 2014
None on record
Brian P Davies Trustee 01 March 2014
None on record
ROBERT NEIL MOUNTER FCA Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £131.06k £103.85k £102.72k £161.60k £281.05k
Total expenditure £113.78k £79.10k £79.15k £139.02k £395.46k
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 30 June 2024 27 March 2025 On time
Accounts and TAR 30 June 2024 30 April 2025 On time Download Open in new window
Annual return 30 June 2023 02 July 2024 63 days late
Accounts and TAR 30 June 2023 02 July 2024 63 days late Download Open in new window
Annual return 30 June 2022 20 March 2023 On time
Accounts and TAR 30 June 2022 20 March 2023 On time Download Open in new window
Annual return 30 June 2021 26 April 2022 On time
Accounts and TAR 30 June 2021 26 April 2022 On time Download Open in new window
Annual return 30 June 2020 14 May 2021 14 days late
Accounts and TAR 30 June 2020 14 May 2021 14 days late 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 05 APRIL 2005

Charitable objects

(I) TO RELIEVE POVERTY AND DISTRESS WHETHER BY PAYMENTS TO HOSPITALS HOSPICES RETIREMENT HOMES OR OTHER INSTITUTIONS OR DIRECTLY TO INDIVIDUALS INCLUDING ASSISTANCE DIRECTLY TO FREEMASONS WHO ARE MEMBERS OF LODGES IN THE PROVINCE AND THEIR WIVES WIDOWS CHILDREN AND OTHER DEPENDANTS OF SUCH PERSONS BEING IN NEED OF FINANCIAL ASSISTANCE BY MAKING GRANTS OR IN SUCH OTHER WAY AS THE TRUSTEES SHALL THINK FIT. (II) TO ADVANCE THE RELIGIONS OF CHRISTIANITY JUDAISM ISLAM OR HINDUISM BY MAKING GRANTS TO ANY BODY RECOGNISED AS CHARITABLE IN ENGLISH LAW OR WHOSE PURPOSES ARE CHARITABLE. (III) TO ADVANCE THE EDUCATION OF THE PUBLIC IN PARTICULAR BY THE MAKING OF GRANTS TO CHARITABLE BODIES OR DIRECTLY TO CHURCHES, CHAPELS, SCHOOLS, COLLEGES, UNIVERSITIES OR TO INDIVIDUALS IN THE FORM OF EDUCATIONAL SCHOLARSHIPS AND BURSARIES. (IV) TO FURTHER SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SEE FIT FROM TIME TO TIME BY DEED OR DEEDS EXECUTED WITH THE MAJORITY CONSENT DECLARED IN PARTICULAR BUT WITHOUT LIMITATION TO THE FOREGOING BY FURTHERING THE CHARITABLE WORK OF REGISTERED MASONIC CHARITIES NAMELY: THE GRAND CHARITY, THE ROYAL MASONIC BENEVOLENT INSTITUTION, THE NEW MASONIC SAMARITAN FUND, THE MASONIC TRUST FOR GIRLS AND BOYS, THE MONMOUTHSHIRE MASONIC TRUST FUND 1997 OR SUCH OTHER CHARITIES AS SHOULD BE DESIGNATED OR BE DEEMED TO BE THEIR SUCCESSORS IN TITLE (THE CHARITIES SPECIFICALLY LISTED HEREIN SHALL NOT BE DEEMED TO BE CONSIDERED EXHAUSTIVE AND SHALL NOT RESTRICT THE TRUSTEES IN MAKING ANY CHOICE OF CHARITY).

Area of benefit

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

NOT DEFINED. IN PRACTICE ENGLAND AND WALES.

Contact information

Address:
Sandiacre
Crown Road
Llanfrechfa
Cwmbran
NP44 8UE
Phone:
01633863529
Email:
pgsec@monmasons.org.uk
Website:

www.monmasons.org.uk Open in new window