OpenCharities

Tm Masonic Charitable Foundation Investment Fund

Masonic Charitable Foundation Strategic Investment Fund

Country
England & Wales
Charity number
1180088
Status
Registered
Registered
Sept. 26, 2018
Legal form
Trust

Address

Address
EXCHANGE BUILDING
ST JOHN'S STREET
CHICHESTER
WEST SUSSEX
PO19 1UP
PO19 1UP

Contact

Phone
01243531234
Email
[email protected]

Activities

The charity is a Charity Authorised Investment Fund and has been established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the fund. As such all unitholders must themselves be charities. Specifically, the charity has been established for the benefit of masonic charities in England and Wales.

Objects: 4.1 Subject To Clause 4.2, The Scheme Is Established Exclusively To Further The Charitable Purposes Of The Charities That Directly Or Indirectly Hold Units In The Scheme From Time To Time. 4.2 If At Any Time There Are No Holders Of Units In The Scheme, The Scheme Shall Have Such Charitable Purposes As The Manager And The Trustee Shall Determine From Time To Time.

Classification

How
Other Charitable Activities
What
General Charitable Purposes
Who
Other Charities Or Voluntary Bodies

Areas of operation

Region
Throughout England And Wales

Finances

Period end Income Expenditure
March 31, 2025 £4,337,000 £5,023,000
March 31, 2024 £4,924,000 £5,561,000
March 31, 2023 £5,024,000 £5,735,000
March 31, 2022 £4,256,000 £5,093,000
March 31, 2021 £4,316,000 £5,201,000

Trustees

Name Appointed
Natwest Trustee And Depositary Services Limited Sept. 19, 2018
Thesis Unit Trust Management Limited March 19, 2018