**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**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|---|
|||PhilipDavid Odling||||
|||Derek Butcher|Treasurer|||
|||Simon Sean Noden||||
|||Robert James Hall||||
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|||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
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March **2012**
**TAR**
1
## **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)**|||
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## **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**
2
**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**
3
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**
4
## **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**
5
## Sheet1
||**Charity Name**
**Skegness Masonic Benelovent Fund**|**Charity Name**
**Skegness Masonic Benelovent Fund**|**Charity Name**
**Skegness Masonic Benelovent Fund**|**No (if any)**
**1014500**|**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**|
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|**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**|
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|**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**|
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||**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|
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Page 3
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
|**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**|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.
1
**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|
|---|---|---|
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||John R Truss||
||||
||Chartered Institute of Taxation||
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||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).
2
**December 2017**
**IER**
**Give here details of any items that the examiner wishes to disclose** .
3
**December 2017**
**IER**