# TM MASONIC CHARITABLE FOUNDATION INVESTMENT FUND

## Details

- **Country:** England & Wales
- **Charity number:** 1180088
- **Other names:** MASONIC CHARITABLE FOUNDATION STRATEGIC INVESTMENT FUND
- **Status:** Registered
- **Legal form:** Trust
- **Registered:** Sept. 26, 2018
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1180088


## Contact

- **Address:** EXCHANGE BUILDING, ST JOHN'S STREET, CHICHESTER, WEST SUSSEX, PO19 1UP
- **Postcode:** PO19 1UP
- **Phone:** 01243531234
- **Email:** THESISUT@TUTMAN.CO.UK



## Activities

**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.

**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.




## Classification

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



## Areas of operation

- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £4337000 | £5023000 | — | — |
| March 31, 2024 | £4924000 | £5561000 | — | — |
| March 31, 2023 | £5024000 | £5735000 | — | — |
| March 31, 2022 | £4256000 | £5093000 | — | — |
| March 31, 2021 | £4316000 | £5201000 | — | — |



## Trustees

- NATWEST TRUSTEE AND DEPOSITARY SERVICES LIMITED — appointed Sept. 19, 2018
- THESIS UNIT TRUST MANAGEMENT LIMITED — appointed March 19, 2018