2021-03-31-accounts - Skegness Masonic Benevolent Fund

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Trustees' Annual Report for the period

Period start date Period end date Date Month Year Day Month Year From 01 04 2020 To 31 03 2021

Section A Reference and administration details

Charity name Skegness Masonic Benevolent Fund Other names charity is known by Registered charity number (if any) 1014500

Charity's principal address Holly Road Skegness Lincolnshire Postcode PE25 3TE

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
PhilipDavid Odling
Derek Butcher	Treasurer
Simon Sean Noden
Robert James Hall
















Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name		Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser	Name Address	Name Address
Accountant	John Truss	28 West End, Burgh Le Marsh
		Skegness
		Lincs PE24 5EY

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Trust Deed dated 21/08/1992 Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed by Committee Trustee selection methods (eg. appointed by, elected by)

Additional governance issues (Optional information)

During the period under review the Trustees were forced to close the You may choose to include Masonic Centre under the Covid 19 Regulations. additional information, where During this time refurbishments of the centre’s kitchen and redecoration relevant, about: throughout took place. Funding came from local authority grants with the  policies and procedures work being carried out by local tradesmen using local suppliers. adopted for the induction and training of trustees;

the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

For the relief of such poor and distressed brother masons and distressed widows and children or for the benefit of such masonic charities, societies or objects as they shall in their absolute discretion from time to time direct.

March 2012

TAR

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Summary of the main Donations made to the Skegness Silver Band, The achievements of the charity Masonic Charity Fund, a local charity supporting cancer during the year sufferers and supported Masonic Centre caterers for the loss of earnings during the closure. The total donation amounted to £1146.

March 2012

TAR

Section E Financial review

Brief statement of the charity’s policy on reserves

Reserves are for maintained for the upkeep of Masonic Centre.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) D Butcher Full name(s) Derek Butcher Position (eg Secretary, Chair, Treasurer etc) Date 25/01/2022

March 2012

TAR

Sheet1

	Charity Name Skegness Masonic Benelovent Fund	Charity Name Skegness Masonic Benelovent Fund	Charity Name Skegness Masonic Benelovent Fund	No (if any) 1014500	CC16a
		Receipts and payments accounts
	For the period from	Period start date 01/04/2020	To	Period end date 31/03/2021

Section A Receipts and payments
A1 Receipts	Unrestricted funds 6,100 500 21,003 - - - - - 27,603 - - 27,603 7,749 1,000 - - - - - - - 8,749 9,688 - 9,688 18,437 9,166 - 11,029 20,195 to the nearest £	Restricted funds to the nearest £ - 146 - - - - - - 146 - - 146 - 146 - - - - - - - 146 - 146 - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 6,100 646 21,003 - - - - - 27,749 - - - 27,749 7,749 1,146 - - - - - - - 8,895 9,688 - 9,688 18,583 9,166 - 11,029 20,195	Last year to the nearest £
Rents	6,100				10,448
VoluntaryIncome	500				916
Grants re Covid	21,003				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	27,603				11,364

A2 Asset and investment sales, (see table).
Buildings					-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					11,364

Governance costs	7,749				8,120
Charitable Activities	1,000				950
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*	8,749				9,070

A4 Asset and investment purchases, (see table)
Property Improvements	9,688				-
	-
*Sub total*	9,688				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					9,070

	9,166	-	-	9,166	2,294
	-	-	-	-	-
	11,029	-	-	11,029	8,735
	20,195	-	-	20,195	11,029

Page 1

Sheet1

Section B Statement of assets and liabilities at the end of the period

----- Start of picture text -----
Unrestricted funds Restricted funds Endowment funds
Categories Details
to nearest £ to nearest £ to nearest £
B1 Cash funds Cash at Bank and in Hand
20,195 - -
-
-
Total cash funds 20,195 - -
(agree balances with receipts and
payments account(s)) OK OK OK
Unrestricted funds Restricted funds Endowment funds
to nearest £ to nearest £ to nearest £
Details
B2 Other monetary assets -
-
-
-
-
-
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets - -
-
-
-
-
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the charity’s own use Land and Buildings Unrestricted 374,696 -
-
-
-
-
-
-
-
-
Fund to which Amount due When due
Details liability relates (optional) (optional)
----- End of picture text -----

Page 2

Sheet1

		Sheet1
B5 Liabilities			Unrestricted		-
					-
					-
					-
					-
Signed by one or two trustees on behalf of all the trustees		Signature		Print Name		Date of approval
	D Butcher			D Butcher		25/01/2022

Page 3

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Charity Name Skegness Masonic Benevolent Fund	Charity Name Skegness Masonic Benevolent Fund	Charity Name Skegness Masonic Benevolent Fund

31 March 2021	Charity no (if any)	1014500

1 and 2 (remember to include the page numbers of additional sheets)

Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. [The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of [named body]]. Delete [ ] if not applicable.

It is my responsibility to:

 examine the accounts under section 145 of the Charities Act,  to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and  to state whether particular matters have come to my attention. Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

December 2017

IER

Independent examiner's statement

In connection with my examination, no material matters have come to my attention (other than that disclosed below *) which gives me cause to believe that in, any material respect,:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:	J R Truss	25/01/2022

	John R Truss

	Chartered Institute of Taxation

	28 West End, Burgh le Marsh
	Skegness
	Lincolnshire PE24 5EY

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

December 2017

IER

Give here details of any items that the examiner wishes to disclose .

December 2017

IER