MASONIC CHARITABLE FOUNDATION
Charity overview
Activities - how the charity spends its money
To relieve and preserve health, advance education and prevent or relieve poverty or financial hardship, amongst such persons as the Trustees consider from time to time to be in need of assistance and to further such other purposes being exclusively charitable.
Income and expenditure
Data for financial year ending 31 March 2024
Total income:
£85,720,000
| Donations and legacies | £18.91m | |
| Charitable activities | £52.69m | |
| Other trading activities | £0 | |
| Investments | £10.91m | |
| Other | £3.22m |
Total expenditure:
£103,261,000
| Raising funds | £2.63m | |
| Charitable activities | £100.64m | |
| Other | £0 |
£23,585,000 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
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.
| Raising funds and other expenditure | £2.63m | |
| Charitable expenditure | £100.64m |
People
98 Employee(s)
12 Trustee(s)
235 Volunteer(s)
Employees with total benefits over £60,000
| Number of employees | |
|---|---|
| £60k to £70k | 20 |
| £70k to £80k | 14 |
| £80k to £90k | 6 |
| £90k to £100k | 3 |
| £100k to £110k | 2 |
| £120k to £130k | 4 |
| £150k to £200k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- General Charitable Purposes
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Overseas Aid/famine Relief
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Throughout England And Wales
Governance
- 04 December 2015: Standard registration
- 07 June 2017: Funds received from 206879 MISBOURNE LODGE NO 3375 MASONIC BENEVOLENT ASSOCIA...
- 07 June 2017: Funds received from 209014 THE CENTRE LODGE OF AMITY BENEVOLENT FUND
- 12 October 2017: Funds received from 289298 THE CHARTERHOUSE DEO DANTE DEDI LODGE CHARITABLE T...
- 15 November 2018: Funds received from 214027 ALEXANDRA PALACE LODGE NO 1541 BENEVOLENT FUND
- 08 February 2019: Funds received from 1036003 CANTIUM LODGE MASONIC CHARITIES ASSOCIATION
- 14 June 2019: Funds received from 298751 NORE LODGE BENEVOLENT FUND
- 07 September 2019: Funds received from 504130 THE TRINITY LODGE BENEVOLENT FUND
- 14 November 2019: Funds received from 221823 LODGE OF INTEGRITY - NO 4563 BENEVOLENT FUND
- 02 July 2020: Funds received from 282076 CUFFLEY LODGE NO 8950 BENEVOLENT FUND
- 15 February 2021: Funds received from 1021780 STANLEY CLAYTON TRUST
- 19 July 2021: Funds received from 292872 GOSPORT DIS-PLAY CLUB
- 03 November 2021: Funds received from 288394 THE HUTTON LODGE BENEVOLENT FUND
- 31 December 2021: Funds received from 244179 THE ROYAL SUSSEX LODGE BENEVOLENT FUND
- 31 August 2022: Funds received from 218396 LANCASTRIAN LODGE NO 2528 BENEVOLENT FUND
- 31 August 2022: Funds received from 270328 THE LANCASTRIAN CHAPTER BENEVOLENT FUND
- 05 January 2023: Funds received from 292826 LODGE OF THE PERFECT ASHLAR NO 8319
- 20 January 2023: Funds received from 216725 CADOGAN LODGE BENEVOLENT FUND
- 27 April 2023: Funds received from 1003537 LODGE AMOUNDERNESS (NO 7105) BENEVOLENT FUND
- 18 March 2024: Funds received from 1037951 TITAN LODGE BENEVOLENT FUND
- 04 April 2024: Funds received from 239766 PENGWERNE LODGE NO 3229 BENEVOLENT FUND
- 16 October 2024: Funds received from 274687 THE KNOLE CHAPTER NO 1414 BENEVOLENT FUND
- 23 October 2024: Funds received from 1182454 FORGET ME NOT MUSICIANS
- 13 November 2024: Funds received from 1033885 WILLIAM SENNOCKE LODGE NO 6932 BENEVOLENT FUND
- 06 December 2024: Funds received from 249464 AULTOUN LODGE NO7899 BENEVOLENT ASSOCIATION
- MCF (Working name)
- THE MASONIC FOUNDATION (Previous name)
- Bullying and harassment policy and procedures
- Complaints handling
- 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
- 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
- Volunteer management
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
12 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||
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| Timothy Robin Sherwood | Trustee | 01 April 2025 |
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| David Walton Stockdale | Trustee | 29 May 2024 |
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| David Glyn Trefor Hudd | Trustee | 29 May 2024 |
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| Marie Shenton | Trustee | 01 August 2023 |
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| Edward Goodchild | Trustee | 01 August 2023 |
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| Bruce Walker | Trustee | 01 August 2022 |
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| James M Long | Trustee | 28 April 2022 |
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| Stephen Robinson | Trustee | 08 March 2021 |
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| Dr Simon Morris Fellerman | Trustee | 01 September 2020 |
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| Clive Lewis Emerson | Trustee | 13 June 2019 |
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| Alan Philip Graham MBE | Trustee | 13 June 2019 |
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| HOWARD GERALD WILSON | Trustee | 14 September 2017 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £88.67m | £67.84m | £72.92m | £79.26m | £85.72m | |
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Total expenditure | £89.11m | £91.08m | £93.32m | £97.09m | £103.26m | |
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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 | £2.62m | N/A | N/A | |
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Income - Donations and legacies | £21.26m | £16.61m | £19.14m | £20.43m | £18.91m | |
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Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
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Income - Charitable activities | £45.40m | £44.73m | £46.44m | £47.09m | £52.69m | |
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Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
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Income - Investment | £8.98m | £6.46m | £7.33m | £8.48m | £10.91m | |
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Income - Other | £13.03m | £50 | £4.00k | £3.26m | £3.22m | |
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Income - Legacies | £3.58m | £3.59m | £4.75m | £5.57m | £4.42m | |
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Expenditure - Charitable activities | £86.15m | £88.68m | £90.89m | £94.18m | £100.64m | |
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Expenditure - Raising funds | £2.96m | £2.40m | £2.43m | £2.90m | £2.63m | |
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Expenditure - Governance | £245.00k | £18.00k | £120.00k | £189.00k | £196.00k | |
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Expenditure - Grants institution | £10.05m | £12.56m | £11.82m | £0 | £16.46m | |
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Expenditure - Investment management | £1.33m | £1.25m | £1.61m | £2.12m | £1.80m | |
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Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
| Asset / Liability | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Own use assets | £73.44m | £77.15m | £77.37m | £77.05m | £77.19m | |
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Long-term investments | £234.33m | £252.47m | £253.29m | £233.56m | £245.45m | |
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Other assets | £98.02m | £99.25m | £97.75m | £99.91m | £95.56m | |
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Defined benefit pension scheme asset or liability | £1.93m | £2.05m | £3.96m | £2.82m | £2.69m | |
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Total liabilities | £17.83m | £16.98m | £16.14m | £26.88m | £28.36m |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
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| Annual return | 31 March 2024 | 18 October 2024 | On Time | |
| Accounts and TAR | 31 March 2024 | 18 October 2024 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 19 December 2023 | On Time | |
| Accounts and TAR | 31 March 2023 | 19 December 2023 | On Time | Download Open in new window |
| Annual return | 31 March 2022 | 06 October 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | 06 October 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2021 | 13 October 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | 13 October 2021 | On Time | Download Open in new window |
| Annual return | 31 March 2020 | 25 November 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | 25 November 2020 | On Time | Download Open in new window |