Finance Score: 0

Governance Score: -5

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +2

No conflicts policy: -1
12+ Trustees: -1
All male board: -3

Large volunteers +3

Overall GiG Score: -2

THE WARWICKSHIRE MASONIC CHARITABLE ASSOCIATION LIMITED

Appealing to Masonic Lodges within the Province of Warwickshire and collecting funds at the Lodge meetings and distributing such funds to various non-Masonic and Masonic charities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 19 trustees whereas the Charities Commission recommends a maximum of 12
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,473,085 available, equivalent to 76 months of spending and so may not be able to utilise additional funding

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
31/12/22		£603	£390	£212	£0	£9,334	£2,473	76.1	2	150
31/12/21		£323	£422	£-99	n/a	n/a	n/a	n/a	n/a	150
31/12/20		£644	£365	£279	£0	£9,283	£2,760	90.8	2	150
31/12/19		£1,175	£358	£817	£29	£8,919	£3,982	133.3	2	150
31/12/18?		£206	£206	£0	£0	£0	£0	n/a	0	150
31/03/17		£566	£273	£294	£0	£7,343	£2,701	118.8	3	0
31/03/16		£267	£275	£-8	£0	£0	£0	n/a	0	0
31/03/15		£255	£240	£14	£0	£0	£0	n/a	0	0
31/03/14		£238	£222	£16	£0	£0	£0	n/a	0	0
31/03/13		£253	£253	£0	£0	£0	£0	n/a	0	0
31/03/12		£336	£397	£-61	£0	£0	£0	n/a	0	0
31/03/11		£333	£448	£-114	£0	£0	£0	n/a	0	0
31/03/10		£394	£475	£-81	£0	£0	£0	n/a	0	0
31/03/09		£582	£619	£-37	£19	£4,336	£1,790	34.7	0	0
31/03/08		£629	£591	£39	£20	£5,285	£1,958	39.8	0	0
31/03/07	*	£591	£486	£106	£11	£5,574	£1,916	47.4	0	0
05/04/06	*	£505	£280	£225	£0	£0	£0	n/a	0	0
05/04/05		£241	£176	£64	£0	£0	£0	n/a	0	0
05/04/04		£187	£134	£53	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 11%
Fundraising Costs/Total Spending: 9.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 26%
Reserves/Spending: 76.1 months
Net Current Assets/Spending: 17 months
Quick Ratio: 6.9

Asset Split ?

Established: 62 years
(78 years as a company)

http://www.warwickshirepgl.org.uk/

dalec@warwickshirepgl.org

01214540554

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Disability
Economic/Community Development/Employment
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

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?

2 employees
150 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (19)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-93

DAVID BUTCHER Appointed: 2020

HOWARD SMITH Appointed: 2020, Occupation: Managing Director

NIGEL HAWKINS Appointed: 2020, Occupation: Accountant

STEPHEN TRANTER Appointed: 2020, Occupation: Retired

CHRISTOPHER JOHN GROVE MBE, Occupation: Retired

ERIC JOHN RYMER Appointed: 2000, Occupation: Company Director

JOHN DAVID HARRIS Appointed: 2017, Occupation: Consulting Civil/Structural Engineer

MICHAEL CLOUGH MORRIS LLB, Other trusteeship: KNOWLE INSTITUTE,

PETER PHILIP MANNING Appointed: 2016, Occupation: Architect

RICHARD LLOYD BARKER Appointed: 2013, Occupation: Accountant

STANLEY BUTTERWORTH Appointed: 2005, Occupation: Retired

WILLIAM TAYLOR CLARK Appointed: 2012, Occupation: Retired

DAVID JOHN MOFFAT GREENWOOD Appointed: 2015, Occupation: Co Director, Other trusteeship: WARWICKSHIRE MASONIC BENEVOLENT FUND,

GORDON LAW Appointed: 2008, Occupation: Financial Advisor, Other trusteeship: ADVOCACY MATTERS LTD,

GEOFFREY WALKER Appointed: 2018, Occupation: Chief Executive, Other trusteeships: WARWICKSHIRE MASONIC BENEVOLENT FUND, THE SANDWELL COMMUNITY CARING TRUST, SANDWELL VALLEY SCHOOL, WARWICKSHIRE FREEMASONS' CHARITABLE FOUNDATION,

JOHN BARRY HAYWARD Appointed: 2012, Occupation: Retired, Other trusteeship: THE PROVINCIAL GRAND CHAPTER OF WARWICKSHIRE BENEVOLENT FUND,

MERVYN JOHN KIMBERLEY Appointed: 2015, Occupation: Retired, Other trusteeship: THE HARRY SUNLEY MEMORIAL PROJECT,

PHILIP LAURENCE HALL Appointed: 2015, Occupation: Co Director, Other trusteeship: WARWICKSHIRE FREEMASONS' CHARITABLE FOUNDATION,

STUART NIGEL ESWORTHY Appointed: 2016, Occupation: Company Director, Other trusteeships: WARWICKSHIRE MASONIC BENEVOLENT FUND, LAWRENCE SHERIFF SCHOOL FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 29/10/1962, number: 211588
Registered at Companies House on 18/12/1945, number: 00402213

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff
Risk management
Volunteer management

Filing Record

19 returns made; AR07: 8 days late, AR06: 2 days late,

Main office

Yenton Assembly Rooms
73-75 Gravelly Hill North
Erdington
BIRMINGHAM
B23 6BJ

Objectives

THE FUTHERANCE AND PROMOTION OF SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE AND IN PARTICULAR (BUT WITHOUT RESTRICTION) THE RELIEF OF NEED OR POVERTY OR DISTRESS OR THE ADVANCEMENT OF EDUCATION AMONG FREEMASONS, OR THEIR FAMILIES, OR OTHER DEPENDANT RELATIVES IN THE UNITED KINGDOM

Defined Area of Benefit:

UNITED KINGDOM

Data Sources