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2024-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date Date Month Year Day Month Year From 01 04 2022 To 31 03 2023

Section A Reference and administration details

Charity name

The Lindsey and Hermes Lodge Benevolent Fund

Other names charity is known by

Registered charity number (if any)[1079342] ~~|~~ Trust Bolingkbroke Road Louth

Postcode LN11 0WA

Names of the charity trustees who manage the charity

Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Leslie Alan Darby Chairman 2 Ian Castledine Secretary 3 John Richard Truss Treasurer 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 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

1

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Trust Deed dated 29/10/1999

How the charity is constituted

Trust

Trustee selection methods

Appointed by committee

Additional governance issues (Optional information)

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

Section C Objectives and activities

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

TO MANAGE AND MAINTAIN PROPERTY AND MONIES FOR THE BENEFIT OF SUCH POOR AND DISTRESSED MASONS, THEIR FAMILIES, OR SUCH OTHER MASONIC CHARITIES OR OTHER CHARITABLE INSTITUTIONS AND OBJECTS AS THE LODGES SHALL FROM TIME TO TIME DIRECT.

March 2012

TAR

2

The trustees confirm that they have referred to the Charity Commission's guidance on public benefit when reviewing the charity's aims and objectives, in planning future activities and in its funding for the year

Donations to non-masonic charities during the year were £100.

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:

March 2012

TAR

3

Section D Achievements and performance

Summary of the main achievements of the charity during the year

During the year to 31[st] March 2024 progress continued on the development of the Masonic Centre. T The new Masonic Centre became usable in September 2021, although some ongoing building work has continued since then A donations of £100 was made to Royal British Legion

March 2012

TAR

4

Section E Financial review

Reserves are used for the building and maintenance of new premises

Brief statement of the

charity’s policy on reserves

Details of any funds materially in deficit

Further financial review details (Optional information)

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

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) J R Truss

Full name(s) J R Truss Position (eg Secretary, Chair, Treasurer etc) Date 31/12/2024

March 2012

TAR

5

----- Start of picture text -----
Chaity Name No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
CC16a
Period start date Period end date
For the period
To
from 01/04/2023 31/03/2024
eee
----- End of picture text -----

~~eee~~ ~~eee~~ Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 Chaity Namey Name Name
No (if any)
The Lindsey and Hermes Lodge Benevolent Fund1079342
Receipts and payments accounts
Period start date
To
Period end date
01/04/2023
31/03/2024
For the period
from
~~eee~~		 ~~eee~~ ~~eee~~ ~~eee~~ CC16a
~~eee~~
~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~ ~~eee~~
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest to the nearest to the nearest to the nearest to the nearest to the nearest
£ £ £ £ £
A1 Receipts
Lettings
810
-
-
810
480
Contributions to overheads
5,200
-
-
5,200
4,820
Donations
17,226
2,000
-
19,226
12,833
Interest
7
-
-
7
-
Other income
-
-
-
499
Loan
-
-
-
-
Fund Raising- Raffles
8,972
-
-
8,972
9,708
-
-
-
-
32,215
2,000
-
34,215
28,340
Buildings – VAT Refund
27,342
-
-
27,342
-
-
-
-
Sub total 27,342
-
-
27,342.00
-
Sub total(Gross income
for AR)
A2 Asset and investment
sales, (see table).
~~=~~
Total receipts 59,557
2,000
-
61,557
28,340
A3 Payments
Premises RunningCosts
18,046
-
-
18,046
10,983
Charitable Donations
100
-
-
100
200
Fund RaisingCosts
-
-
-
-
910
Governence costs
451
-
-
451
492
Loan repaid
28,500
-
-
28,500
4,218
Loan Interest
751
-
-
751
1,495
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Sub total 47,848
-
-
47,848
18,298
Land and Buildings
-
-
-
-
4,493
Equipment and Furnishings
1,294
-
-
1,294
Sub total 1,294
-
-
1,294.00
4,493
A4 Asset and investment
purchases, (see table)
~~ee~~
**Total payments ** 49,142 - - 49,142 22,791
**Net of receipts/(payments) ** 10,415 2,000 - 12,415 5,549
A5 Transfers between funds - - - - -
A6 Cash funds last year end 11,995 - - 11,995 6,446
**Cash funds this year end ** 22,410 2,000 - 24,410 11,995

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

Unrestricted Restricted Endowment funds funds funds Details to nearest £ to nearest £ to nearest £

Categories

B1 Cash funds

B2 Other monetary assets

B3 Investment assets

B4 Assets retained for the charity’s own use

B5 Liabilities

Bank Balances 22,160 2,000 11,089
Cash balance 250 - 906
- - -
Total cash funds 22,410 2,000 11,995
(agree balances with receipts and Agreement
payments account(s)) OK OK Error
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
- -
- -
- -
- -
- -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
Land and Buildings Unrestricted 524353 -
funds
Equipment and Furniture Unrestricted 5,929 -
~~funds~~
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
Loans to Charity Unrestricted 124,468
~~funds~~
-
-
-
-

Date of approval

Signed by one or two trustees on behalf of all the trustees

Signature

Print Name

J R Truss John Richard Truss 3111212024

Independent examiner's FOR ENGLAND AND WALES report on the accounts CHARITY COMMISSION ~~Oe~~ Section A Independent Examiner’s Report

Charity Name

Report to the trustees/ Charity Name members of The Lindsey and Hermes Lodge Benevolent Fund

On accounts for the year 31 March 2024 ended Set out on pages 1 and 2

Charity no 1079342 (if any) (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2018 .

Responsibilities and basis of As the charity trustees of the Trust, you are responsible for the report preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

 accounting records were not kept in accordance with section 130 of the Act or

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn 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: B Kemp Date: 31/12/2024 ~~Ps |~~ Name: Barry Kemp ~~Ce~~ Relevant professional AFA MIPA qualification(s) or body (if any): Address: 26 Rimington Road Fishtoft

Boston

1

October 2018

IER

Lincolnshire PE21 0QU

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).

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

2

October 2018

IER