Finance Score: 2

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 3

THE EAST LANCASHIRE MASONIC CHARITY

The relief of poverty, predominantly but not exclusively to East Lancashire Freemasons and their dependents.The education of children of needy or deceased FreemasonsTo promote other charitable purposes for the general benefit of the public living predominantly but not exclusively in the East Lancashire area.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,258,206 available, equivalent to 111 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	*	£1,278	£1,003	£275	£71	£9,290	£9,258	110.7	30	40
31/12/21		£787	£1,692	£-905	£59	£8,437	£8,405	59.6	27	50
31/12/20		£873	£858	£14	£65	£9,068	£9,035	126.3	26	20
31/12/19		£1,112	£913	£199	£74	£7,593	£7,565	99.4	26	0
31/12/18		£3,289	£931	£2,358	£90	£7,059	£7,028	90.6	26	0
31/12/17		£1,287	£1,282	£5	£45	£4,852	£4,820	45.1	25	0
31/12/16		£1,296	£1,031	£265	£71	£4,676	£4,628	53.9	25	0
31/12/15		£2,203	£1,362	£841	£116	£4,246	£4,219	37.2	23	0
31/12/14		£1,510	£1,726	£-215	£883	£3,347	£3,319	23.1	16	0
31/12/13		£1,922	£1,745	£176	£810	£3,493	£3,458	23.8	16	0
31/12/12		£1,757	£2,010	£-254	£1,068	£3,565	£3,515	21	15	0
31/12/11		£1,757	£2,010	£-254	£1,068	£3,565	£3,515	21	17	0
31/12/10		£1,864	£2,099	£-236	£1,102	£3,841	£3,785	21.6	15	0
31/12/09		£2,045	£2,060	£-15	£1,154	£3,900	£3,838	22.4	15	0
31/12/08		£1,759	£1,074	£685	£54	£3,625	£3,556	39.7	15	0
31/12/07		£957	£958	£-1	£46	£3,497	£3,398	42.6	15	0
31/12/06		£922	£831	£90	£0	£0	£0	n/a	0	0
31/12/05		£813	£853	£-40	£0	£0	£0	n/a	0	0
31/12/04		£848	£823	£25	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 7.3%
Fundraising Costs/Total Spending: 8.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 110.7 months
Net Current Assets/Spending: 21 months
Quick Ratio: 19.9

Asset Split ?

Established: 60 years
(120 years as a company)

www.elmc.co.uk

elmc@eastlancsmasons.org.uk

01204 886552

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

30 employees
40 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: 52-85

JOHN ANTHONY GRIFFIN Appointed: 2023, Occupation: Forensic Collision Consultant & Expert Witness

JOHN TAYLOR Appointed: 2023, Occupation: Retired Police Officer

PETER LYNDON NICHOLSON Appointed: 2022, Occupation: Retired Banker

ROBERT FRANKL Appointed: 2022, Occupation: Chartered Accountant

CHAD ANTHONY NORTHCOTT (Chair) Appointed: 2014, Occupation: Vet

DAVID LIGHTBOWN Appointed: 2016, Occupation: Electrical Consultant

JOHN RICHARD FARRINGTON Appointed: 2018, Occupation: College Lecturer (Retired)

JULIE WARD Appointed: 2016, Occupation: Director Of Operations

MALCOLM ROE Appointed: 2023, Occupation: Chartered Certified Accountant, Other trusteeship: BLACKBURN AND DISTRICT SCOUT COUNCIL,

PHILIP JOHN PRICE Appointed: 2011, Occupation: Solicitor

STEPHEN ALEXANDER THOMSON Appointed: 2019, Occupation: Storeman

WILLIAM RAYMOND WAITE Appointed: 2009, Occupation: None

TONY STEPHENSON Appointed: 2023, Occupation: Director, Other trusteeship: EMMAUS STAFFORDSHIRE,

Legal constitution

Charitable company registered in England & Wales on 30/01/1964, number: 225151
Registered at Companies House on 13/01/1904, number: 00079735

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR22: 7 days late,

Main office

Hewlett Court
Newcombe Road
Ramsbottom
BURY
BL0 9XJ

Objectives

(A) THE RELIEF OF POVERTY BY THE PROVISION OF HELP AND ASSISTANCE PREDOMINANTLY BUT NOT EXCLUSIVELY IN EAST LANCASHIRE TO PREDOMINANTLY BUT NOT EXCLUSIVELY EAST LANCASHIRE MASONS AND THEIR DEPENDENTS OR THE DEPENDENTS OF SUCH DECEASED MASONS WHO ARE IN NEED BY REASON OF THEIR POVERTY AND TO PROVIDE CHARITABLE ASSISTANCE TO SUCH OTHER MASONIC AND NON-MASONIC CHARITABLE OBJECTIVES AS THE BOARD OF DIRECTORS (THE BOARD) OF THE INSTITUTION SHALL DECIDE.(B) THE EDUCATION OF CHILDREN OF NEEDY OR DECEASED FREEMASONS.(C) TO AFFORD CHARITABLE ASSISTANCE TO NEEDY FREEMASONS OR THEIR WIDOWS OR TO ANY OF THEIR OTHER DEPENDENT RELATIVES, AS THE BOARD SHALL DECIDE.(D) TO MAKE GRANTS IN CASH OR IN KIND FOR THE PURPOSE OF RELIEVING THE IMMEDIATE AND PRESSING NEEDS OF IMPOVERISHED FREEMASONS, OR THEIR FAMILIES, OR, IN SPECIAL CIRCUMSTANCES, OTHER DEPENDENT RELATIVES, AS THE BOARD SHALL DECIDE, WHETHER PERMANENTLY RESIDENT WITHIN THE PROVINCE OF EAST LANCASHIRE OR NOT.(E)TO EDUCATE THE PUBLIC THROUGH ESTABLISHING AND MAINTAINING THE OPERATION OF A MUSEUM RELATING TO THE HERITAGE AND CULTURE OF FREEMASONS.(F) TO PROMOTE ANY OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE PUBLIC LIVING PREDOMINANTLY BUT NOT EXCLUSIVELY IN THE EAST LANCASHIRE AREA AS THE BOARD OF THE CHARITY SHALL SEE FIT.

Defined Area of Benefit:

PREDOMINANTLY BUT NOT EXCLUSIVELY EAST LANCASHIRE

Data Sources