Finance Score: -6

Governance Score: -4

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Large legacies income: +1
Multiple Deficits and declines: -5
Fundraising costs high: -2

No conflicts policy: -1
2 Trustees: -2

No supporters identified

Overall GiG Score: -10

MASONIC SAMARITAN FUND

Taking over the activities of the former unincorporated body registered as Charity No 1001298: the provision of medical assistance, support, treatment, care or advice to Freemasons, their wives, children or dependants, or the widows, children or dependants of deceased Freemasons.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are high relative to funds raised

Established: 15 years

www.mcf.org.uk

info@mcf.org.uk

020 3146 3333

Charity Commission for England and Wales

Tweets

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	£1,138	£11,238	£-10,100	£18	£16,491	£16,491	17.6	0
31/03/22	£708	£12,461	£-11,753	£82	£26,738	£26,738	25.7	0
31/03/21	£1,034	£15,090	£-14,056	£81	£37,572	£37,572	29.9	0
31/03/20	£2,134	£11,725	£-9,591	£100	£46,228	£46,228	47.3	0
31/03/19	£2,122	£10,561	£-8,439	£201	£56,974	£56,974	64.7	0
31/03/18	£2,881	£8,739	£-5,858	£222	£62,479	£62,479	85.8	0
31/03/17	£2,482	£5,221	£-2,739	£223	£67,233	£67,233	154.5	0
31/03/16	£2,977	£5,465	£-2,488	£385	£60,302	£60,302	132.4	12
31/03/15?	£5,927	£8,395	£-2,468	£783	£65,765	£65,765	94	12
30/09/13	£4,248	£5,815	£-1,567	£504	£60,334	£60,334	124.5	13
30/09/12	£3,219	£5,844	£-2,625	£422	£56,270	£56,270	115.5	12
30/09/11	£4,090	£6,304	£-2,214	£476	£54,121	£54,121	103	12
30/09/10	£8,524	£4,919	£3,605	£470	£56,749	£56,749	138.4	11

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Financial Ratios

Fundraising Costs/Relevant Income: 20.3%
Fundraising Costs/Total Spending: 1.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 210%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.6 months
Net Current Assets/Spending: 18 months
Quick Ratio: 0.3

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

JAMES LONG (Chair) Appointed: 2024, Occupation: President/Chairman, Other trusteeship: THE GRAND CHARITY,

MASONIC CHARITABLE FOUNDATION Appointed: 2016, Other trusteeships: THE ROYAL MASONIC HOSPITAL, THE GRAND CHARITY, THE ROYAL MASONIC TRUST FOR GIRLS AND BOYS, THE RMIG ENDOWMENT TRUST, THE GRAND CHARITY, THE ROYAL MASONIC TRUST FOR GIRLS AND BOYS, THE RUSPINI FUND,

Legal constitution

Charitable company registered in England & Wales on 30/06/2009, number: 1130424
Registered at Companies House on 14/04/2009, number: 06876310

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

13 returns made; all on time

Main office

Masonic Charitable Foundation
Freemasons Hall
60 Great Queen Street
LONDON
WC2B 5AZ

Objectives

3. The objects for which the Company is established are to advance health and relieve those in need (whether financially or otherwise) by reason of their ill-health or disability, in particular but without limitation by –3.1. The provision of medical assistance, support, treatment, care or advice to Beneficiaries*, in particular (but not exclusively) by3.1.1. The payment (in whole or in part) of the costs of medical or dental treatment, and/or3.1.2. The payment (in whole or in part) of the costs of respite care, and/or3.1.3. The provision of medical equipment and/or apparatus, and/or3.1.4. The commissioning or funding of research and the dissemination of the useful results of such research, provided that any research will only be commissioned or funded by the Company where there is an anticipated benefit to the Beneficiaries**The Beneficiaries are Freemasons, the wives or husbands (or widows or widowers as the case may be) or the children, grandchildren or Dependants or Partners of Freemasons or deceased Freemasons

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources