Finance Score: 4

Governance Score: 4

Support Score: 3

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 11

MASONIC CHARITABLE FOUNDATION

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.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

On several occasions in recent years income has been 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
31/03/23	£79,255	£97,086	£-17,831	£787	£386,465	£80,048	9.9	1,091	347
31/03/22	£72,915	£93,317	£-20,402	£821	£416,229	£72,516	9.3	1,150	480
31/03/21	£67,843	£91,079	£-23,236	£1,144	£413,934	£62,275	8.2	1,600	480
31/03/20	£88,671	£89,108	£-437	£1,623	£389,886	£52,100	7	1,079	480
31/03/19	£68,399	£79,903	£-11,504	£1,474	£407,327	£48,356	7.3	1,130	452
31/03/18	£70,584	£80,335	£-9,751	£1,559	£408,347	£42,336	6.3	1,100	0
31/03/17	£67,008	£73,222	£-6,214	£2,754	£416,668	£31,369	5.1	1,099	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.3%
Fundraising Costs/Total Spending: 3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 7%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 9.9 months
Net Current Assets/Spending: 11 months
Quick Ratio: 3.1

Asset Split ?

Established: 8 years

www.mcf.org.uk

info@mcf.org.uk

02031463333

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

1,091 employees
347 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-78

BRUCE WALKER Appointed: 2022, Occupation: Company Director

CHARLOTTE MILLER Appointed: 2023, Occupation: Company Director

DR SIMON MORRIS FELLERMAN Appointed: 2020, Occupation: Doctor

JAMES M LONG Appointed: 2022, Occupation: Business Executive

MARIE SHENTON Appointed: 2023, Occupation: Company Director

CHRISTOPHER GEOFFREY JOHN HEAD Appointed: 2015, Occupation: Retired Finance Director

DAVID SOUTHERN Appointed: 2021, Occupation: Company Director, Other trusteeships: WHITLEY CHAPEL PARISH HALL CHARITABLE TRUST, MASONIC CARE LIMITED, THE ROYAL MASONIC BENEVOLENT INSTITUTION CARE COMPANY,

EDWARD GOODCHILD Appointed: 2023, Occupation: Company Director, Other trusteeship: THE UK CYBER SECURITY COUNCIL,

HOWARD GERALD WILSON Appointed: 2017, Occupation: Retired Bank Official

PAUL WILLIAMS Appointed: 2021, Occupation: Retired Nhs Chief Executive, Other trusteeship: PRINCESS OF WALES HOSPITAL SCANNER FUND,

STEPHEN ROBINSON Appointed: 2021, Occupation: Charity Consultant, Other trusteeships: ANCHOR LODGE BENEVOLENT FUND 1337, YORKSHIRE FUNDERS,

ALAN PHILIP GRAHAM MBE Appointed: 2019, Occupation: Retired, Other trusteeship: RENNIE GROVE PEACE HOSPICE CARE,

CLIVE LEWIS EMERSON Appointed: 2019, Occupation: Chartered Accountant, Other trusteeships: THE WILTSHIRE PROVINCIAL GRAND LODGE BENEVOLENT FUND, WILTSHIRE MASONIC CHARITY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 04/12/2015, number: 1164703
Registered at Companies House on 27/08/2015, number: 09751836

Gift Aid

Registered with HMRC for Gift Aid

Event History

07/06/2017 - Asset transfer in from MISBOURNE LODGE NO 3375 MASONIC BENEVOLENT ASSOCIATION
07/06/2017 - Asset transfer in from THE CENTRE LODGE OF AMITY BENEVOLENT FUND
12/10/2017 - Asset transfer in from THE CHARTERHOUSE DEO DANTE DEDI LODGE CHARITABLE TRUST
15/11/2018 - Asset transfer in from ALEXANDRA PALACE LODGE NO 1541 BENEVOLENT FUND
08/02/2019 - Asset transfer in from CANTIUM LODGE MASONIC CHARITIES ASSOCIATION
14/06/2019 - Asset transfer in from NORE LODGE BENEVOLENT FUND
07/09/2019 - Asset transfer in from THE TRINITY LODGE BENEVOLENT FUND
14/11/2019 - Asset transfer in from LODGE OF INTEGRITY - NO 4563 BENEVOLENT FUND
02/07/2020 - Asset transfer in from CUFFLEY LODGE NO 8950 BENEVOLENT FUND
15/02/2021 - Asset transfer in from STANLEY CLAYTON TRUST
19/07/2021 - Asset transfer in from GOSPORT DIS-PLAY CLUB
03/11/2021 - Asset transfer in from THE HUTTON LODGE BENEVOLENT FUND
31/12/2021 - Asset transfer in from THE ROYAL SUSSEX LODGE BENEVOLENT FUND
31/08/2022 - Asset transfer in from LANCASTRIAN LODGE NO 2528 BENEVOLENT FUND
31/08/2022 - Asset transfer in from THE LANCASTRIAN CHAPTER BENEVOLENT FUND
05/01/2023 - Asset transfer in from LODGE OF THE PERFECT ASHLAR NO 8319
20/01/2023 - Asset transfer in from CADOGAN LODGE BENEVOLENT FUND
27/04/2023 - Asset transfer in from LODGE AMOUNDERNESS (NO 7105) BENEVOLENT FUND
18/03/2024 - Asset transfer in from TITAN LODGE BENEVOLENT FUND
04/04/2024 - Asset transfer in from PENGWERNE LODGE NO 3229 BENEVOLENT FUND

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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

Filing Record

7 returns made; all on time

Main office

FREEMASONS HALL
60 GREAT QUEEN STREET
LONDON
WC2B 5AZ

Objectives

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT, TO:1. RELIEVE SICKNESS 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 TO THE EXTENT TO WHICH THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK APPROPRIATE; AND TO2. FURTHER SUCH OTHER PURPOSES (BEING EXCLUSIVELY CHARITABLE) AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION CONSIDER APPROPRIATE.

Data Sources