Finance Score: -1

Governance Score: -1

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 1

THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE

The Library and Museum houses one of the worlds leading collections of Masonic books, artefacts and ephemera.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23	£607	£939	£-332	£14	£1,345	£1,345	17.2	6	0
31/01/22	£1,102	£1,009	£93	£56	£1,729	£1,729	20.6	11	0
31/01/21	£1,038	£1,307	£-269	£28	£1,542	£794	7.3	21	3
31/01/20	£1,847	£2,155	£-308	£720	£2,162	£1,315	7.3	24	3
31/01/19	£2,390	£2,308	£82	£1,039	£2,166	£1,221	6.3	22	5
31/01/18	£2,495	£2,344	£151	£1,184	£2,122	£1,078	5.5	17	0
31/01/17	£1,884	£1,883	£0	£913	£1,919	£1,919	12.2	17	0
31/01/16	£1,682	£1,798	£-115	£825	£1,731	£1,731	11.6	17	0
31/01/15	£1,618	£1,747	£-130	£789	£2,658	£2,658	18.3	17	0
31/01/14	£1,746	£1,698	£48	£770	£2,676	£2,666	18.8	20	0
31/01/13	£1,677	£1,764	£-87	£785	£2,527	£2,496	17	21	0
31/01/12	£1,354	£1,600	£-246	£664	£2,396	£2,365	17.7	16	0
31/01/11	£1,350	£1,509	£-159	£718	£2,720	£2,644	21	21	0
31/01/10	£1,165	£1,364	£-199	£604	£2,611	£2,600	22.9	20	0
31/01/09	£1,344	£1,333	£11	£587	£2,562	£2,547	22.9	20	0
31/01/08	£1,519	£1,227	£292	£553	£2,800	£2,756	27	14	0
31/01/07	£1,506	£1,220	£286	£527	£2,537	£2,521	24.8	10	0
31/01/06	£1,314	£1,019	£295	£0	£0	£0	n/a	0	0
31/01/05	£1,368	£579	£790	£0	£0	£0	n/a	0	0
31/01/04	£829	£831	£-2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 3.7%
Fundraising Costs/Total Spending: 2.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.3

Asset Split ?

Established: 28 years

museumfreemasonry.org.uk

contact@museumfreemasonry.org.uk

02073959257

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

6 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

DR RICHARD ANDREW BERMAN Appointed: 2017

IAN CHANDLER (Chair) Appointed: 2023

JAMES MARTIN LONG Appointed: 2016

MICHAEL LEONARD WARD Appointed: 2023

PHILIPPA JANE GLANVILLE Appointed: 2017

STEPHEN RICHARD NIGEL FENTON Appointed: 2012

DR TIMOTHY ROSS LLOYD MYATT Appointed: 2020, Other trusteeship: THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE,

MELANIE ASPEY Appointed: 2023, Other trusteeship: THE EXBURY GARDENS TRUST,

ROBERT VAUGHAN Appointed: 2017, Other trusteeship: THE LESLIE AND IVY POUNTNEY BURSARY,

RUSSELL JOHN RACE Appointed: 2015, Other trusteeships: THE WARDENS AND ASSISTANTS OF ROCHESTER BRIDGE IN THE COUNTY OF KENT, JUBILEE MASTER'S LODGE NO 2712 BENEVOLENT FUND, THE LONDON GRAND RANK ASSOCIATION HERITAGE AND EDUCATIONAL TRUST, SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST, ROCHESTER GRAMMAR SCHOOL FOR GIRLS CHARITY, THE JUBILEE MASTERS LODGE CENTENARY TRUST, KENT COMMUNITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 07/10/1996, number: 1058497

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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
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

Filing Record

20 returns made; all on time

Main office

MUSEUM OF FREEMASONRY
FREEMASONS HALL
60 GREAT QUEEN STREET
LONDON
WC2B 5AZ

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST [1]. WITHOUT PREJUDICE TO THE BELOW MENTIONED SUB-CLAUSE 3.2 TO PROVIDE MAINTAIN MANAGE UPKEEP AND IMPROVE A MUSEUM AND LIBRARY FOR THE EDUCATION AND BENEFIT OF THE GENERAL AND TO COLLECT MAINTAIN PRESERVE CONSERVE DISPLAY AND MAKE AVAILABLE TO THE GENERAL PUBLIC FOR RESEARCH AND EDUCATION THE ARCHIVES RECORDS PRINTED MATERIAL REGALIA JEWELS AND ARTEFACTS FREEMASONRY. [2]. TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL OF THE TRUST FUND FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE COUNCIL MAY IN THEIR ABSOLUTE DISCRETION THINK FIT BUT SUBJECT TO SUCH APPROVALS OR OR CONSENTS AS MAY FOR THE TIME BEING BE PRESCRIBED BY LAW OR IN THE REGULATIONS HEREINAFTER REFERRED TO PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Defined Area of Benefit:

NOT DEFINED

Data Sources