Finance Score: -3

Governance Score: -3

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -6

EVERTON LODGE BENEVOLENT FUND (823)

Private charity primarily formed to assist Widows and aged members of the Everton Lodge No 823. It also makes donations to Masonic and non-masonic charities, organisations and individuals for the good and benefit of mankind.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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
Income has been volatile recently and was significantly lower than 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
31/12/22		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
31/12/21		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/19		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£1	£1	£0	£0	£0	£0	n/a	0
31/12/17	*	£1	£0	£1	£0	£0	£0	NAN	0
31/12/16		£1	£0	£1	£0	£0	£0	n/a	0
31/12/15		£2	£1	£1	£0	£0	£0	n/a	0
31/12/14		£3	£2	£1	£0	£0	£0	n/a	0
31/12/13		£4	£2	£2	£0	£0	£0	n/a	0
31/12/12		£3	£3	£0	£0	£0	£0	n/a	0
31/12/11		£3	£3	£0	£0	£0	£0	n/a	0
31/12/10		£3	£4	£-1	£0	£0	£0	n/a	0
31/12/09	*	£6	£6	£0	£0	£0	£0	n/a	0
31/12/08		£8	£7	£1	£0	£0	£0	n/a	0
31/12/07		£8	£10	£-2	£0	£0	£0	n/a	0
31/12/06	*	£7	£9	£-2	£0	£0	£0	n/a	0
31/12/05		£7	£8	£-1	£0	£0	£0	n/a	0
31/12/04		£6	£9	£-3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

07916314963

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Liverpool City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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 (4)

Gender Split

JAMES EDDOWES Appointed: 2022

PAUL ROBINSON MBE FCMI

ROBERT PATERSON Appointed: 2012

MERVYN JOHN PARRY, Other trusteeship: CROXTETH GEMS COMMUNITY ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 17/01/1964, number: 223329

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR17: 122 days late, AR09: 107 days late, AR06: 8 days late,

Main office

14 Beech Green
West Derby
LIVERPOOL
L12 5JB

Objectives

THE RELIEF OF AGED AND INDIGENT MEMBERS AND DEPENDANTS WHO ARE IN DISTRESS, AND TO MAKE GRANTS FOR ANY MASONIC BEVEVOLENT INSTITUTION.

Defined Area of Benefit:

NATIONAL

Data Sources