Trustees' Annual Report for the period
Period start date Period end date Date Month Year Day Month Year From 01 04 2024 To 31 03 2025
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]
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|Trust|Bolingkbroke Road|
|Louth|
|Postcode|LN11 0WA|
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Names of the charity trustees who manage the charity
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|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|
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|8|
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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 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
- (eg. trust deed, constitution)
How the charity is constituted
Trust
- (eg. trust, association, company)
Appointed by committee Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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
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.
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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:
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policy on grantmaking;
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policy programme related investment;
-
contribution made by volunteers.
March 2012
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
During the year to 31[st] March 2025 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. The trustees are planning to complete the surfacing of the carpark during 2025.
A donation of £100 was made to Royal British Legion
March 2012
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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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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) J R Truss Full name(s) J R Truss Position (eg Secretary, Chair, Treasurer etc) Date 31/12/2025
March 2012
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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 01/04/2024 31/03/2025 ~~eee~~
| ~~eee~~ | ~~eee~~ | Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 For the period from ~~eee~~ |
Chaity Namehaity Nameaity Nameity Namety Name Nameamemee No (if any) The Lindsey and Hermes Lodge Benevolent Fund1079342 Receipts and payments accounts Period start date To Period end date 01/04/2024 31/03/2025 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 1,100 - - 1,100 810 Contributions to overheads 8,900 - - 8,900 5,200 Donations 14,900 - 14,900 19,226 Interest 252 - - 252 7 Other income - - - - Loan - - - - Fund Raising- Raffles 10,543 - - 10,543 8,972 - - - - 35,695 - - 35,695 34,215 Buildings – VAT Refund 1,520 - - 1,520 27,342 - - - - Sub total 1,520 - - 1,520 27,342 Sub total(Gross income for AR) A2 Asset and investment sales, (see table). ~~=~~ |
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| Total receipts 37,215 - - 37,215 61,557 A3 Payments Premises RunningCosts 15,827 - - 15,827 18,046 Charitable Donations 100 - - 100 100 Fund RaisingCosts - - - - - Governence costs 200 - - 200 451 Loan repaid 7,879 - - 7,879 28,500 Loan Interest 3,514 - - 3,514 751 Warm room costs - 2,000 - 2,000 - - - - - - - - - - - Sub total 27,520 2,000 - 29,520 47,848 Land and Buildings - - - - Equipment and Furnishings - - - - 1,294 Sub total - - - - 1,294 A4 Asset and investment purchases, (see table) ~~ee~~ |
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| **Total payments ** | 27,520 | 2,000 | - | 29,520 | 49,142 | |||||||||||
| **Net of receipts/(payments) ** | 9,695 | - 2,000 | - | 7,695 | 12,415 | |||||||||||
| A5 Transfers between funds | - | - | - | - | - | |||||||||||
| A6 Cash funds last year end | 22,410 | 2,000 | - | 24,410 | 11,995 | |||||||||||
| **Cash funds this year end ** | 32,105 | - | - | 32,105 | 24,410 |
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 | 31,855 | |||||||
|---|---|---|---|---|---|---|---|---|
| Cash balance | 250 | - | ||||||
| - | - | - | ||||||
| Total cash funds | 32,105 | - | - | |||||
| (agree balances with receipts and | ||||||||
| payments account(s)) | OK | OK | OK | |||||
| 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 | 116,589 | ||||||
| ~~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 3111212025
Independent examiner's FOR ENGLAND AND WALES report on the accounts CHARITY COMMISSION ~~BO~~ 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 2025 ended 1 and 2
Set out on pages
Charity no 1079342 (if any)
)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2025.
Responsibilities and basis of report
As the charity trustees of the Trust, you are responsible for the 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
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the accounts do not accord with the accounting records
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: Date: 31/01/2025 ~~—~~ 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