Finance Score: 5

Governance Score: -1

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1

No supporters identified

Overall GiG Score: 4

THE RMIG ENDOWMENT TRUST

The Trust has as its main activity that of applying its resources for any charitable purpose connected with The Royal Masonic School for Girls,Rickmansworth Park,Rickmansworth or the education of its pupils who are daughters of English Freemasons considered to be in need.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending

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		£2,066	£2,901	£-835	£0	£14,881	£4,642	19.2	0
31/03/22		£2,032	£3,270	£-1,238	£0	£15,374	£4,845	17.8	0
31/03/21		£496	£1,457	£-961	n/a	n/a	n/a	n/a	n/a
31/03/20		£1,799	£1,658	£141	£12	£11,923	£11,923	86.3	0
31/03/19?		£2,007	£1,826	£181	£0	£26,640	£12,369	81.3	0
31/12/17		£2,104	£1,878	£227	£0	£27,761	£13,522	86.4	0
31/12/16	*	£2,134	£1,763	£371	£0	£26,395	£13,296	90.5	0
31/12/15	*	£1,605	£1,655	£-50	£4	£25,062	£12,925	93.7	0
31/12/14	*	£2,150	£2,150	£0	£105	£25,009	£12,975	72.4	0
31/12/13		£2,094	£2,770	£-676	£167	£24,688	£12,975	56.2	0
31/12/12		£2,127	£2,719	£-592	£59	£23,747	£13,650	60.2	0
31/12/11		£1,990	£2,606	£-616	£55	£23,598	£14,009	64.5	0
31/12/10		£1,644	£2,754	£-1,110	£50	£25,055	£14,375	62.6	0
31/12/09		£1,692	£2,928	£-1,236	£84	£9,892	£-565	-2.3	0
31/12/08		£2,005	£4,691	£-2,686	£106	£9,048	£9,047	23.1	0
31/12/07		£2,048	£2,546	£-498	£126	£18,317	£8,315	39.2	0
31/12/06		£2,065	£2,924	£-858	£0	£0	£0	n/a	0
31/12/05	*	£1,921	£2,153	£-232	£0	£0	£0	n/a	0
31/12/04		£1,678	£2,774	£-1,096	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 31%
Reserves/Spending: 19.2 months
Net Current Assets/Spending: 24 months
Quick Ratio: 11.2

Asset Split ?

Established: 39 years

admissions@royalmasonic.herts.sch.uk

01923 725354

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Hertfordshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

Masonic Charitable Foundation

Legal constitution

Charity registered in England & Wales on 21/01/1985, number: 290883

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR16: 274 days late, AR15: 371 days late, AR14: 151 days late, AR05: 345 days late,

Recent reorganisation events:

Asset transfer in from THE ANNIE RYLANDS MEMORIAL TRUST (LODGE OF PROBITY NO 61) on 17/02/2021

Main office

Royal Masonic Care Company
Freemasons Hall
60 Great Queen Street
LONDON
WC2B 5AZ

Objectives

2.1 FOR THE RELIEF OF POVERTY AND ADVANCEMENT OF EDUCATION BY THE ASSISTANCE OF SUCH CHILDREN, YOUNG WOMEN AND YOUNG MEN WHO WILL BE, ARE OR HAVE BEEN EDUCATED AT THE SCHOOL AS THE TRUSTEES CONSIDER FROM TIME TO TIME ARE IN NEED OF ASSISTANCE, WITH A PREFERENCE FOR THE DAUGHTERS (INCLUDING ADOPTED DAUGHTERS, STEPDAUGHTERS, AND FEMALE CHILDREN OF THE FAMILY) AND THE GRANDDAUGHTERS OFFREEMASONS UNDER THE UNITED GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF ENGLAND; AND2.2 FOR THE SUPPORT OF ANY CHARITABLE PURPOSE OR PURPOSES CONNECTED WITH OR RELATING TO THE SCHOOL OR THE EDUCATION OF ITS PUPILS, AS THE TRUSTEES CONSIDER APPROPRIATE FROM TIME TO TIME.

Defined Area of Benefit:

NOT DEFINED

Data Sources