Finance Score: -8

Governance Score: -4

Support Score: 4

Accounts overdue -5
Volatile income: -3
No PartB

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

Grant maker support: +4

Overall GiG Score: -8

WAVERLEY LODGE BENEVOLENT ASSOCIATION

To support Masonic Charities, other non Masonic Registered Charities which are subject to the initiative of Grand Lodge, Provincial Lodge, Farnham Masonic Centre or by Waverley Lodge. All subject to committee and Lodge approval.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

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
Latest accounts are overdue for filing
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
05/04/22		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
05/04/21		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/20		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£3	£8	£-5	n/a	n/a	n/a	n/a	n/a
05/04/18		£4	£2	£2	£0	£0	£0	n/a	0
05/04/17		£7	£12	£-5	£0	£0	£0	n/a	0
05/04/16		£4	£10	£-6	£0	£0	£0	n/a	0
05/04/15		£6	£1	£4	£0	£0	£0	n/a	0
05/04/14		£3	£1	£2	£0	£0	£0	n/a	0
05/04/13		£2	£0	£2	£0	£0	£0	n/a	0
05/04/12		£3	£0	£3	£0	£0	£0	n/a	0
05/04/11		£1	£0	£1	£0	£0	£0	NAN	0
05/04/10?	*	£1	£0	£1	£0	£0	£0	NAN	0
31/12/08		£2	£1	£0	£0	£0	£0	n/a	0
31/12/07		£2	£2	£0	£0	£0	£0	n/a	0
31/12/06		£2	£0	£2	£0	£0	£0	NAN	0
31/12/05		£1	£2	£-1	£0	£0	£0	n/a	0
31/12/04		£2	£0	£2	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 30 years

david_goldsworthy@sky.com

01252727277

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Surrey,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - Isobarix: Unlocking constant-pressure gas storage
£159,718	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10000417
Department for Business, Energy and Industrial Strategy - EV Tanker - Deploying thermal and compressed air energy storage for electric vehicle charging
£-1,287	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=80606
Department for Business, Energy and Industrial Strategy - Energy Entrepreneurs Fund (EEF)
£4,395	01/11/2021	BEISs Energy Entrepreneur Fund (EEF) seeks to develop low carbon technologies, products and processes in key technology areas not targeted by other technology innovation programmes. The programme is ....more BEISs Energy Entrepreneur Fund (EEF) seeks to develop low carbon technologies, products and processes in key technology areas not targeted by other technology innovation programmes. The programme is delivered in a competitive format with resources allocated over a series of funding rounds. The programme is technology agnostic and does not favour any specific technology in energy innovation. The EEF seeks the best ideas, irrespective of source, and particularly aims to assist small- and medium-sized enterprises, including start-ups.The EEF was first established in 2012 to identify and fund potentially disruptive technologies that might not easily fall into a specific technology innovation programme. The EEF remains aimed at funding pre-commercial technologies at a stage that can be difficult to secure private sector investment especially for SMEs. Over the past 8 years the EEF has provided £72m of grant funding to 156 companies, leveraging between £100m and £209m in private investment as a direct result of the programme.EEF Phase 8+ will support a number of the SICE Net Zero Innovation strategic objectives, namely supporting the development of new energy systems, technologies and processes and stimulating private sector investment. Ultimately this will lead to the creation of highly skilled science and engineering jobs and will help to maintain UK international leadership in areas that will benefit the clean energy sector.
Department for Business, Energy and Industrial Strategy - EVT-M3 - Manufacturing the transition to zero emission fleets
£305,832	01/08/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10006184
Department for Business, Energy and Industrial Strategy - Isobarix: Unlocking constant-pressure gas storage
£170,053	01/07/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10000417

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Gender Split

DAVID EDWARD GOLDSWORTHY (Chair) Appointed: 2019

RICHARD GRAHAM

RODERICK MCDONALD DALL

Legal constitution

Charity registered in England & Wales on 25/05/1994, number: 1031796

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR19: 348 days late, AR10: 6 days late,

Main office

18 Chestnut Avenue
FARNHAM
Surrey
GU9 8UL

Objectives

SUPPORTING MASONIC CHARITIES

Defined Area of Benefit:

NOT DEFINED

Data Sources