Finance Score: 2

Governance Score: 3

Support Score: 0

Strong growth: +2
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 5

THE MASONS COMPANY CHARITABLE TRUST

The objects of the Trust are:-(i) the relief of poverty(ii) the advancement of education(iii) the advancement of religion and(iv) such other legally charitable purposes as the Trustees shall from time to time by deed executed with their unanimous consent declare.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23		£63	£39	£24	n/a	n/a	n/a	n/a	n/a
31/03/22		£46	£44	£2	n/a	n/a	n/a	n/a	n/a
31/03/21		£44	£34	£10	n/a	n/a	n/a	n/a	n/a
31/03/20		£44	£41	£4	n/a	n/a	n/a	n/a	n/a
31/03/19		£40	£12	£28	n/a	n/a	n/a	n/a	n/a
31/03/18		£37	£35	£2	£0	£0	£0	n/a	0
05/04/17	*	£37	£38	£-2	£0	£0	£0	n/a	0
05/04/16		£34	£33	£0	£0	£0	£0	n/a	0
05/04/15		£28	£28	£0	£0	£0	£0	n/a	0
05/04/14	*	£31	£26	£5	£0	£0	£0	n/a	0
05/04/13	*	£21	£28	£-7	£0	£0	£0	n/a	0
05/04/12		£25	£28	£-3	£0	£0	£0	n/a	0
05/04/11		£44	£49	£-5	£0	£0	£0	n/a	0
05/04/10		£26	£19	£7	£0	£0	£0	n/a	0
05/04/09		£23	£19	£3	£0	£0	£0	n/a	0
05/04/08		£26	£24	£2	£0	£0	£0	n/a	0
05/04/07		£27	£26	£0	£0	£0	£0	n/a	0
05/04/06		£14	£18	£-3	£0	£0	£0	n/a	0
05/04/05		£15	£17	£-1	£0	£0	£0	n/a	0
05/04/04		£21	£16	£5	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 53 years

www.masonslivery.org

charitabletrust@masonslivery.org

02074897834

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

BERNARD GRUNDY Appointed: 2023

CLAIRE WALLBRIDGE Appointed: 2023

CRAIG DOUGLAS BRYCE Appointed: 2019

HELEN KATE WEIR PRYKE Appointed: 2022

MARK EUGENE MACDONALD Appointed: 2018

STEPHEN PIKE Appointed: 2023

DOUGLAS WILLIAM NEILL Appointed: 2019, Other trusteeship: THE SHAKESPEAR CHARITY FUND,

MARTIN PAUL JOSEPH LOW Appointed: 2022, Other trusteeship: THE ST JAMES'S CONSERVATION TRUST LTD.,

PHILIP WILLIAM HYNARD (Chair) Appointed: 2021, Occupation: Chartered Construction Manager

Legal constitution

Charity registered in England & Wales on 01/11/1971, number: 263137

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR17: 4 days late, AR14: 2 days late, AR13: 2 days late,

Main office

WORSHIPFUL COMPANY OF MASONS
8 LITTLE TRINITY LANE
LONDON
EC4V 2AN

Objectives

1. THE RELIEF OF POVERTY. 2. THE ADVANCEMENT OF EDUCATION. 3. THE ADVANCEMENT OF RELIGION. 4. SUCH OTHER LEGALLY CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME BY DEED EXECUTED WITH THEIR UNANIMOUS CONSENT DECLARE.

Defined Area of Benefit:

NOT DEFINED

Data Sources