Finance Score: 0

Governance Score: -4

Support Score: 0

Large legacies income: +1
Volatile income
spending growth: -1
No PartB

12+ Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -4

WARWICKSHIRE MASONIC BENEVOLENT FUND

To provide financial relief for needy Freemasons of the Province of Warwickshire and to members of their faimilies as defined in the Trust Deed.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are 22 trustees whereas the Charities Commission recommends a maximum of 12
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
Income has been volatile recently but spending has been maintained

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		£125	£101	£25	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£423	£131	£292	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£100	£218	£-118	n/a	n/a	n/a	n/a	n/a	0
31/12/19	*	£122	£86	£36	n/a	n/a	n/a	n/a	n/a	150
31/12/18		£530	£109	£421	£0	£3,505	£3,473	383.1	0	150
31/12/17		£169	£148	£21	£0	£0	£0	n/a	0	0
31/12/16		£185	£150	£35	£0	£0	£0	n/a	0	0
31/12/15		£239	£135	£104	£0	£0	£0	n/a	0	0
31/12/14		£260	£144	£115	£0	£0	£0	n/a	0	0
31/12/13		£214	£189	£25	£0	£0	£0	n/a	0	0
31/12/12		£177	£161	£15	£0	£0	£0	n/a	0	0
31/12/11		£198	£213	£-15	£0	£0	£0	n/a	0	0
31/12/10		£205	£158	£47	£0	£0	£0	n/a	0	0
31/12/09		£250	£125	£125	£0	£0	£0	n/a	0	0
31/12/08		£193	£134	£59	£0	£0	£0	n/a	0	0
31/12/07		£204	£123	£81	£0	£0	£0	n/a	0	0
31/12/06		£203	£115	£88	£0	£0	£0	n/a	0	0
31/12/05		£184	£148	£37	£0	£0	£0	n/a	0	0
31/12/04		£530	£117	£413	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

http://www.warwickshirepgl.org.uk/Our-Chariti

dalec@warwickshirepgl.org

01214540554

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (22)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHRISTOPER JOHN GROVE MBE Appointed: 2016

DAVID RONALD GRAHAM Appointed: 2016

DEREK ANDREW LODGE Appointed: 2019

MERVYN JOHN KIMBERLEY Appointed: 2011

MICHAEL ANDRE KENNEDY

PETER JOHN WILLIAMS Appointed: 2013

PHILIP HALL Appointed: 2014

ROBERT HINKS

RODERICK ALBERT HINTON Appointed: 2019

ROY LESLIE FREDERICK KITCHEN Appointed: 2016

STEPHEN ERNEST WILLIAM TRANTER Appointed: 2022

DAVID ANTHONY BUTCHER Appointed: 2020, Other trusteeship: WARWICKSHIRE FREEMASONS' CHARITABLE FOUNDATION,

DAVID JOHN SHAKESHAFT Appointed: 2023, Other trusteeship: WARWICKSHIRE FREEMASONS' CHARITABLE FOUNDATION,

DR JOSEPH ALLAN JORDAN Appointed: 2016, Other trusteeships: MOSELEY RUGBY COMMUNITY FOUNDATION, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BARTHOLOMEW, EDGBASTON, BRITISH SOCIETY FOR COLPOSCOPY AND CERVICAL PATHOLOGY,

HOWARD LESLIE SMITH Appointed: 2019, Other trusteeship: WARWICKSHIRE MARK BENEVOLENT FUND,

JOHN DAVID HARRIS Appointed: 2014, Other trusteeship: WARWICKSHIRE FREEMASONS' CHARITABLE FOUNDATION,

LESLIE JAMES TWYNHOLM Appointed: 2015, Other trusteeship: COMPASS ROSE LODGE NO 9420 BENEVOLENT FUND,

NIGEL JAMES HAWKINS Appointed: 2020, Other trusteeship: THE WILLIAM HENRY, 2nd LORD LEIGH MEMORIAL FUND,

PETER HUGH CLARKE Appointed: 2022, Other trusteeship: READING COURT CHARITABLE ASSOCIATION,

DAVID JOHN MOFFAT GREENWOOD Appointed: 2018, Occupation: Co Director, Other trusteeship: THE WARWICKSHIRE MASONIC CHARITABLE ASSOCIATION LIMITED,

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

STUART NIGEL ESWORTHY Appointed: 2016, Occupation: Company Director, Other trusteeships: THE WARWICKSHIRE MASONIC CHARITABLE ASSOCIATION LIMITED, LAWRENCE SHERIFF SCHOOL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 10/06/1964, number: 216844

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 30 days late,

Main office

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

Objectives

(A) TO PROVIDE RELIEF FOR NEEDY FREEMASONS OF THE PROVINCE, AND TO THE WIDOWS OR PARTNERS (OF A MINIMUM OF FIVE YEARS) CHILDREN AND SPINSTER SISTERS.(B) TO ASSIST IN THE EDUCATION OR MAINTENANCE OF NATURAL CHILDREN OR CHILDREN WHO WERE DEPENDENT ON THE DECEASED OR NEEDY BRETHERN, FOR SUCH A PERIOD OF TIME AS THE CHARITY BOARD SHALL DECIDE

Defined Area of Benefit:

WARWICKSHIRE

Data Sources