Finance Score: -3

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -3 times
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -7

THE ST MICHAEL'S LODGE BENEVOLENT FUND

general giving to other worthy causes particularly those related to masonic chaities

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

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
30/09/22		£1	£1	£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		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£1	£1	£1	£0	£0	£0	n/a	0
30/09/17	*	£4	£3	£1	£0	£0	£0	n/a	0
30/09/16	*	£4	£3	£1	£0	£0	£0	n/a	0
30/09/15		£5	£7	£-2	£0	£0	£0	n/a	0
30/09/14		£4	£2	£2	£0	£0	£0	n/a	0
30/09/13	*	£6	£6	£0	£0	£0	£0	n/a	0
30/09/12		£6	£7	£-1	£0	£0	£0	n/a	0
30/09/11		£5	£5	£0	£0	£0	£0	n/a	0
30/09/10	*	£5	£7	£-2	£0	£0	£0	n/a	0
30/09/09		£4	£3	£1	£0	£0	£0	n/a	0
30/09/08	*	£4	£3	£2	£0	£0	£0	n/a	0
30/09/07	*	£4	£3	£1	£0	£0	£0	n/a	0
30/09/06?	*	£4	£3	£1	£0	£0	£0	n/a	0
30/09/04	*	£4	£3	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 43 years

01785812650

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations

Where it operates

Staffordshire,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

IVAN GEORGE WIMSHURST (Chair)

JOHN LOCKLEY Appointed: 2015

TREVOR RALPH MARDLING Appointed: 2014

JAMES MICHAEL WHITE, Other trusteeship: COMMON PLOT CHARITY,

Legal constitution

Charity registered in England & Wales on 29/01/1981, number: 510927

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR21: 364 days late, AR20: 230 days late, AR18: 216 days late, AR17: 28 days late, AR16: 111 days late, AR13: 113 days late, AR10: 23 days late, AR08: 124 days late, AR07: 146 days late, AR06: 525 days late, AR04: 71 days late,

Main office

Fair View
Old Road
Oulton Heath
Stone
ST15 8US

Objectives

TO APPLY BOTH THE CAPITAL AND INCOME OF THE BENEVOLENT FUND TO OR FOR THE RELIEF OF SUCH POOR AND DISTRESSED BROTHER MASONS OR THEIR POOR AND DISTRESSED WIDOWS AND CHILDREN AND FOR THE BENEFIT OF SUCH MASONIC CHARITIES, INSTITUTIONS, SOCIETIES AND OBJECTS AS THE LODGE SHALL DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources