Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3
All male board: -3

No supporters identified

Overall GiG Score: -1

EVESHAM MASONIC TRUST

To make charitable donations to needy Masonic and non-Masonic organisations.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23		£47	£33	£14	n/a	n/a	n/a	n/a	n/a
31/03/22		£27	£33	£-5	n/a	n/a	n/a	n/a	n/a
31/03/21		£46	£33	£13	n/a	n/a	n/a	n/a	n/a
31/03/20		£35	£32	£3	n/a	n/a	n/a	n/a	n/a
31/03/19		£31	£30	£1	n/a	n/a	n/a	n/a	n/a
31/03/18		£36	£33	£3	£0	£0	£0	n/a	0
31/03/17		£36	£25	£11	£0	£0	£0	n/a	0
31/03/16		£32	£32	£1	£0	£0	£0	n/a	0
31/03/15		£25	£25	£0	£0	£0	£0	n/a	0
31/03/14		£31	£32	£-1	£0	£0	£0	n/a	0
31/03/13		£32	£26	£5	£0	£0	£0	n/a	0
31/03/12	*	£29	£29	£0	£0	£0	£0	n/a	0
31/03/11		£33	£33	£0	£0	£0	£0	n/a	0
31/03/10		£28	£28	£0	£0	£0	£0	n/a	0
31/03/09		£27	£27	£0	£0	£0	£0	n/a	0
31/03/08		£27	£27	£0	£0	£0	£0	n/a	0
31/03/07		£27	£27	£0	£0	£0	£0	n/a	0
31/03/06?		£35	£35	£0	£0	£0	£0	n/a	0
31/12/04		£24	£24	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 23 years

paultaylor1954@outlook.com

01386 861953

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Gloucestershire, Warwickshire, Worcestershire,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

JASON FRETTER Appointed: 2023

MICHAEL JOHN HADDEN (Chair) Appointed: 2019

PAUL ADRIAN TAYLOR Appointed: 2011, Other trusteeships: THE ACQUIRED BRAIN INJURY TRUST, THE PROVINCIAL GRAND CHAPTER OF WORCESTERSHIRE CHARITY FUND,

TIMOTHY WILD Appointed: 2022

TREVOR MCMILLAN Appointed: 2023

Legal constitution

Charity registered in England & Wales on 12/02/2001, number: 1084972

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR12: 1 days late,

Main office

Masonic Hall
Swan Lane
EVESHAM
WR11 4PD

Objectives

THE SUPPORT OF THE CHARITIES [DEFINED IN GD] BY GIFTS AND SUBSCRIPTIONS TO BE PAID TO THE TRUSTEES BY MEMBERS OF THE LODGE OR BY ANY SUBSCRIBING MEMBER OF ANY MASONIC PROVINCE OF WORCESTERSHIRE AND TO THIS END THE TRUSTEES MAY ACQUIRE PERSONAL PROPERTY OF ANY NATURE AND SHALL APPLY THE SAME AND THE INCOME THEREOF FOR OR TOWARDS ALL OR ANY OF THE PURPOSES HEREINAFTER MENTIONED FOR THE BENEFIT OF THE CHARITIES AS FOLLOWS:-(A) IN MAKING DONATIONS OR SUBSCRIPTIONS OR LOANS TO THE CHARITIES EITHER DIRECTLY OR THROUGH THE LODGE'S CHARITY ACCOUNT (B) GENERALLY IN THE UNCONTROLLED DISCRETION OF THE TRUSTEES PROVIDING FOR THE MAINTENANCE AND FURTHERANCE OF THE INTERESTS OF THE CHARITIES (C) DOING ALL SUCH THINGS AS MAY IN LAW BE CHARITABLE AS ARE NECESSARY FOR THE PURPOSES AFORESAID OR ANY OF THEM

Defined Area of Benefit:

MASONIC PROVINCE OF WORCESTERSHIRE

Data Sources