Finance Score: -2

Governance Score: -3

Support Score: 0

Deficit latest year: -2
No PartB

Static board: -3

No supporters identified

Overall GiG Score: -5

TM MASONIC CHARITABLE FOUNDATION INVESTMENT FUND

The charity is a Charity Authorised Investment Fund and has been established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the fund. As such all unitholders must themselves be charities. Specifically, the charity has been established for the benefit of masonic charities in England and Wales.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/03/23	£5,024,000	£5,735,000	£-711,000
31/03/22	£4,256,000	£5,093,000	£-837,000
31/03/21	£4,316,000	£5,201,000	£-885,000
31/03/20	£6,375,000	£7,807,000	£-1,432,000

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

THESISUT@TUTMAN.CO.UK

01243531234

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Throughout England And Wales,

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 (2)

Current Trustees appointed

NATWEST TRUSTEE AND DEPOSITARY SERVICES LIMITED Appointed: 2018

THESIS UNIT TRUST MANAGEMENT LIMITED Appointed: 2018

Legal constitution

Charity registered in England & Wales on 26/09/2018, number: 1180088

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

4 returns made; all on time

Main office

EXCHANGE BUILDING
ST JOHN'S STREET
CHICHESTER
WEST SUSSEX
PO19 1UP
PO19 1UP

Objectives

4.1 SUBJECT TO CLAUSE 4.2, THE SCHEME IS ESTABLISHED EXCLUSIVELY TO FURTHER THE CHARITABLE PURPOSES OF THE CHARITIES THAT DIRECTLY OR INDIRECTLY HOLD UNITS IN THE SCHEME FROM TIME TO TIME. 4.2 IF AT ANY TIME THERE ARE NO HOLDERS OF UNITS IN THE SCHEME, THE SCHEME SHALL HAVE SUCH CHARITABLE PURPOSES AS THE MANAGER AND THE TRUSTEE SHALL DETERMINE FROM TIME TO TIME.

Data Sources