Finance Score: -4

Governance Score: -4

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

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

No supporters identified

Overall GiG Score: -8

THE ST JAMES LODGE NO 8910 BENEVOLENT FUND

Masonic Charity

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/12/22		£3	£1	£2	n/a	n/a	n/a	n/a	n/a
30/12/21		£5	£0	£5	n/a	n/a	n/a	n/a	n/a
30/12/20		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/12/19		£3	£2	£1	n/a	n/a	n/a	n/a	n/a
30/12/18		£3	£3	£0	£0	£0	£0	n/a	0
30/12/17		£3	£3	£1	£0	£0	£0	n/a	0
30/12/16		£1	£3	£-1	£0	£0	£0	n/a	0
30/12/15		£2	£2	£1	£0	£0	£0	n/a	0
30/12/14		£3	£4	£-1	£0	£0	£0	n/a	0
30/12/13		£3	£4	£-1	£0	£0	£0	n/a	0
30/12/12		£3	£2	£1	£0	£0	£0	n/a	0
30/12/11		£2	£0	£2	£0	£0	£0	NAN	0
30/12/10	*	£1	£0	£1	£0	£0	£0	NAN	0
30/12/09	*	£1	£2	£-1	£0	£0	£0	n/a	0
30/12/08		£2	£0	£2	£0	£0	£0	NAN	0
30/12/07	*	£1	£3	£-2	£0	£0	£0	n/a	0
30/12/06?		£1	£1	£0	£0	£0	£0	n/a	0
01/01/70		£0	£0	£0	£0	£0	£0	NAN	0
30/12/04		£0	£1	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 43 years

robert930@btinternet.com

01524271036

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

Bolton,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BRIAN JAMES GALLACHER Appointed: 2023

DAVID THOMAS Appointed: 2023

GEOFFREY MORT Appointed: 2023

JOHN DOWSETT Appointed: 2016, Other trusteeships: ST JOSEPH'S PLAYERS, ST JOSEPH'S PLAYERS,

Legal constitution

Charity registered in England & Wales on 22/04/1981, number: 511256

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR10: 25 days late, AR09: 48 days late, AR07: 104 days late,

Main office

ROSE COTTAGE
CHAPEL LANE
KIRKBY LONSDALE
CARNFORTH
LA6 2AL

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 OR TO OR FOR THE BENEFIT OF SUCH MASONIC CHARITES OR OTHER CHARITABLE INSTITUTIONS SOCIETIES AND OBJECTS AS THE LODGE SHALL IN DULY CONSTITUTED MEETINGS FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources