Finance Score: 1

Governance Score: 0

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

Dynamic board: +3
All male board: -3

Grant maker support: +1

Overall GiG Score: 2

CHESHIRE FREEMASONS' CHARITY

To relieve in cases of need Freemasons of the Province of Cheshire & their dependentsTo make grants to other Masonic CharitiesTo make grants to Non Masonic Charities

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,623,319 available, equivalent to 67 months of spending and so may not be able to utilise additional funding
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
30/04/23		£783	£831	£-48	£0	£5,031	£4,623	66.8	0
30/04/22		£469	£644	£-175	n/a	n/a	n/a	n/a	n/a
30/04/21		£329	£258	£70	n/a	n/a	n/a	n/a	n/a
30/04/20		£408	£293	£115	n/a	n/a	n/a	n/a	n/a
30/04/19		£395	£447	£-52	n/a	n/a	n/a	n/a	n/a
30/04/18		£595	£290	£305	£2	£4,765	£4,393	181.6	0
30/04/17	*	£371	£526	£-155	£0	£0	£0	n/a	0
30/04/16	*	£193	£514	£-321	£0	£0	£0	n/a	0
30/04/15		£150	£171	£-21	£0	£0	£0	n/a	0
30/04/14		£221	£211	£10	£0	£0	£0	n/a	0
30/04/13		£231	£215	£16	£0	£0	£0	n/a	0
30/04/12		£404	£148	£256	£0	£0	£0	n/a	0
30/04/11		£322	£126	£197	£0	£0	£0	n/a	0
30/04/10		£344	£89	£255	£0	£0	£0	n/a	0
30/04/09		£337	£180	£156	£0	£0	£0	n/a	0
30/04/08		£460	£302	£158	£0	£0	£0	n/a	0
30/04/07		£436	£347	£89	£0	£0	£0	n/a	0
30/04/06		£309	£197	£112	£0	£0	£0	n/a	0
30/04/05	*	£272	£271	£1	£0	£0	£0	n/a	0
30/04/04		£185	£312	£-128	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.8%
Fundraising Costs/Total Spending: 2.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 66.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.2

Asset Split ?

Established: 61 years

www.cheshiremasons.co.uk

cfcsecretary@cheshiremasons.co.uk

0161 980 6090

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Cheshire East, Cheshire West & Chester, Stockport, Tameside, Trafford, Wirral,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
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
Masonic Trust - MCF Matched Funding
£10,000	07/07/2020	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

MICHAEL GEORGE LEESE Appointed: 2022

DENNIS TALBOT (Chair) Appointed: 2018, Other trusteeships: CHESHIRE MASONIC COVENANTS LIMITED, CHESHIRE MASONIC TRUSTEE CORPORATION LIMITED,

JEFFREY CUNNINGHAM Appointed: 2023, Other trusteeships: CHESHIRE MASONIC COVENANTS LIMITED, CHESHIRE MASONIC TRUSTEE CORPORATION LIMITED,

MICHAEL GERRARD IRELAND Appointed: 2017, Other trusteeships: CHESHIRE MASONIC COVENANTS LIMITED, CHESHIRE MASONIC TRUSTEE CORPORATION LIMITED, VILLAGE HALL IRBY, ELLESMERE PORT MASONIC HALL TRUST,

PAUL ROBERT CRUDGE Appointed: 2019, Other trusteeships: CHESHIRE MASONIC COVENANTS LIMITED, CHESHIRE MASONIC TRUSTEE CORPORATION LIMITED,

JONATHAN SHASHA Appointed: 2018, Other trusteeships: CHESHIRE MASONIC COVENANTS LIMITED, CHESHIRE MASONIC TRUSTEE CORPORATION LIMITED, THE SHAARE HAYIM CONGREGATION,

Legal constitution

Charity registered in England & Wales on 27/06/1963, number: 219177

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR17: 70 days late, AR16: 66 days late, AR05: 68 days late,

Main office

36 Clay Lane
Timperley
Altrincham
WA15 7AB

Objectives

A) TO RELIEVE IN CASES OF NEED FREEMASONS OF THE PROVINCE OF CHESHIRE AND THEIR WIVES, WIDOWS, PARTNERS, RELATIVES, CHILDREN AND OTHER DEPENDANTS.B) TO MAKE GRANTS TO THE ROYAL OR OTHER MASONIC CHARITIES. C) TO PROVIDE CHARITABLE ASSISTANCE TO SUCH OTHER MASONIC AND NON MASONIC CHARITABLE OBJECTIVES AS THE TRUSTEES SHALL DECIDE.

Defined Area of Benefit:

CHESHIRE

Data Sources