Finance Score: -1

Governance Score: -3

Support Score: 0

Spending falling: -1
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -4

WARWICKSHIRE MARK BENEVOLENT FUND

To provide relief of distressed Mark Master Masons or their dependants. To meet present day needs of freemasons and all connected therewith as well as supporting the masonic principle of helping others and providing assistance and aid of an emergency or charitable nature.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/08/23		£27	£13	£14	n/a	n/a	n/a	n/a	n/a	0
31/08/22		£25	£10	£15	n/a	n/a	n/a	n/a	n/a	12
31/08/21	*	£14	£10	£4	n/a	n/a	n/a	n/a	n/a	12
31/08/20		£34	£20	£14	n/a	n/a	n/a	n/a	n/a	0
31/08/19		£34	£39	£-4	n/a	n/a	n/a	n/a	n/a	0
31/08/18		£43	£26	£18	£0	£0	£0	n/a	0	0
31/08/17		£239	£17	£222	£0	£0	£0	n/a	0	0
31/08/16		£35	£34	£1	£0	£0	£0	n/a	0	0
31/08/15		£36	£26	£10	£0	£0	£0	n/a	0	0
31/08/14		£32	£19	£13	£0	£0	£0	n/a	0	0
31/08/13		£43	£34	£9	£0	£0	£0	n/a	0	0
31/08/12		£33	£17	£15	£0	£0	£0	n/a	0	0
31/08/11		£33	£19	£14	£0	£0	£0	n/a	0	0
31/08/10		£43	£45	£-3	£0	£0	£0	n/a	0	0
31/08/09		£21	£17	£4	£0	£0	£0	n/a	0	0
31/08/08		£34	£25	£9	£0	£0	£0	n/a	0	0
31/08/07		£20	£21	£0	£0	£0	£0	n/a	0	0
31/08/06?		£23	£16	£8	£0	£0	£0	n/a	0	0
30/06/05		£24	£20	£3	£0	£0	£0	n/a	0	0
30/06/04		£22	£17	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 61 years

provgchstwd@warksmarkpgl.co.uk

07968019073

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
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

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Warwickshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

ANDREW ROWLAND ARMBRISTER Appointed: 2015

CEDRIC FRANK STILES

DAVID PHILIP FAIR Appointed: 2021

GEORGE ROBERT HARRISON Appointed: 2023

IAN DAVID BELSHAM Appointed: 2020

JOHN DAVID EVANS Appointed: 2012

MR R NIGEL CLEMSON Appointed: 2013

NEIL EDWIN AUSTIN WATKIN Appointed: 2018

PAUL FRANK MASON Appointed: 2015

PHILIP WILLS Appointed: 2014

HOWARD LESLIE SMITH Appointed: 2023, Other trusteeship: WARWICKSHIRE MASONIC BENEVOLENT FUND,

MR JAMES STEPHEN WRIGHT (Chair), Other trusteeship: THE WILLIAM HENRY, 2nd LORD LEIGH MEMORIAL FUND,

Legal constitution

Charity registered in England & Wales on 06/12/1962, number: 213476

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR21: 63 days late,

Main office

20
Henley Crescent
West Midlands
SOLIHULL
West Midlands
B91 2JD

Objectives

TO PROVIDE A RELIEF FUND FOR AND SUPPORT TO OTHER MASONIC AVENUES OF FINANCIAL RELIEF FOR THE BENEFICIARIES; AND TO MAKE DONATIONS FROM THE FUND TO MASONIC AND NON-MASONIC CHARITIES

Defined Area of Benefit:

NATIONAL

Data Sources