Finance Score: -10

Governance Score: -3

Support Score: 0

Dormant: -10
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -13

THE PROVINCIAL GRAND LODGE OF SOMERSET BENEVOLENT FUND

Supports Masonic Charities ,Masons and their families in distressed circumstances and other charities mainly those located in Somerset

Analysis by Giving is Great

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
This charity appears to be dormant

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
30/09/23		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/17		£37	£32	£5	£0	£0	£0	n/a	0
30/09/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/15		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/14		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/13		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/11	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/09		£83	£21	£62	£0	£0	£0	n/a	0
30/09/08		£53	£58	£-5	£0	£0	£0	n/a	0
30/09/07?	*	£22	£4	£18	£0	£0	£0	n/a	0
31/12/06		£28	£58	£-30	£0	£0	£0	n/a	0
31/12/05		£54	£27	£28	£0	£0	£0	n/a	0
31/12/04		£29	£10	£19	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 44 years

keith.surry@pearsonmay.co.uk

01249444666

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DAVID MADDERN Appointed: 2013

DAVID JOHN MEDLOCK, Other trusteeships: ST ALPHEGE LODGE BENEVOLENT FUND, THE MEDLOCK CHARITABLE TRUST, THE SOMERSET MASONIC CHARITY,

KEITH RAYMOND STEWART SURRY Appointed: 2017, Other trusteeships: PROVINCIAL GRAND LODGE OF SOMERSET MARK MASTER MASONS BENEVOLENT FUND, CHIPPENHAM ROTARY AND INNER WHEEL TRUST LIMITED, THE SOMERSET MASONIC CHARITY, THE ROTARY CLUB OF CHIPPENHAM TRUST FUND,

TERENCE RAYMOND LEACH Appointed: 2012, Other trusteeship: THE SOMERSET MASONIC CHARITY,

Legal constitution

Charity registered in England & Wales on 29/07/1980, number: 280699

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR18: 159 days late, AR11: 16 days late, AR07: 22 days late,

Main office

AVONBURY
BEECH ROAD
BOX HILL
CORSHAM
SN13 8HF

Objectives

THE RELIEF OF SUCH POOR AND DISTRESSED BROTHER MASONS OR THEIR POOR AND DISTRESSED WIDOWS AND CHILDREN OR TO OR FOR THE BENEFIT OF SUCH MASONIC CHARITIES OR OTHER CHARITABLE INSTITUTIONS SOCIETIES AND OBJECTS AS THE LODGE SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

SOMERSET

Data Sources