The Worcestershire Freemasons Charity Registered Charrty No. 12044231 Thè Chath olw08rSlrn Craft and Rov*l Arch Frn•magon8 TRUSTEES. ANNUAL REPORT AND ACCOUNTS FOR THE PERIOD ENDED31 DECEMBER 2024
THE WORCESTERSHIRE FREEMASONS CHARrrY Charity Number 1204423 Index Pagei Trustees, Annual Report 34 Ind8P8ndèntExaminers' Report Receipts and Paym8nts Account and Note5
THE WORCESTERSHIRE FREEMASONS CHARITY Charity Number 1204423 Trustees, AnnualReport Trusteos. Annual Report The Tfustees have pleasure in presenting theii report and financial statements for the period ended 31 st Dec8mber2024. Trustees A T Robertson (Chairl P A Taylor (Treasurer) D L DeylSe¢retaryl CFDVendy W FG Tucker P V Firminger H N Painter Alltrustees SerdthroUghoUtthe periodwiththe exceptionof PA Taylor andc FDVendywhowereappointed on 29June 2024. StructUT8, governance and management The Ch£rity isgovemed bythe provisions of 8 Trust Deed dated 191anuary 2023 end itwas granted charitable status byth8 Charity Comrnission on 21 August 2023. Three Trustees hold office whi18 they actas Almoner, CharitySt8ward and Tres8urerof the Provincial Grand Lodge of Worcestershi. Upto a lurtherfourtrustees can be appointed bythe Provin¢ialGrsnd Ma8ter of Worcestershirefor a period notexceeding Syears. In s&18Ctingtrusteesfor8ppointment, the Provin¢ial Grand Master has regard to the skn11$. knowledge and experience needed forthe effective administration of the Charity. The Trustees meet at least four times per year working to a set agenda covering, inter 8118, finances and inve8tmeni, grantmakingand fund raising. Objectives and activities The Worcestershire Fr&8mgsons Charity is the publi.c face of-FreemasonryTn the Community. Its principal objectives a, forth8 public ben8fit, io.. lal relieve sickness 8nd preserve health, advanee education, and preventor relieva povertyandfinanci81 h8rdship, arnongst such p8rsons as the Trust88s Consider Iroffl tirne to time to be in n88d of a8SlStance' Ibl further such other purpose5 Ibaing exclusively charitable) as the trustees m8y from time to tlrn8 In their absolute discretion consider appropriate. The Trustees confirm thatthey h8ve referred io the guidancg contained in the Charity Commission's general guidance on public b8nofitwhen revi8wingthe Charity's aims and objectives, in planningfutur8 2CtwitiÈ$ and settinggrgftt m8kinE poliei&s
THE WORCESTERSHIRE FREEMASONS CHARI Charity Number 1204423 In lurth8ring these objectives. the Trustees will consider applic8tions from any geographic81 area wiihin England but preferencewill be given to the counties ofWor¢estershire, Warwickshire, and Stafford8hire.The Trustees welcome applications from registered charitab18 bodies but. at their discretion, applications frorn oiher voluntary bodies and individuals wll be considered. The goal is to rnake grants to a wide range of beneficiaries, p8rticularly Erassroots and small-to-rnedium-8ized registered chaiitie$ and voluntary organisation¥ inthe prim8rygeogr8phical ar88s of benefit. In the period und8r review the Charity has operated only in the last quarter of 2024. In that period, it has benelit8d from donations received from masonic charities and Lodges based in WorcestershiTe. It hès supported Yeddies Loving Care, trLCI by puichasing teddy be8rs for distribution io hospitals in the county. These are given to sick children- particularly those admitted to A &E and Minor Injury Units. It has aLso been able to help food banks, a ch8rity connected to the loc81 acute hospital and a national charitywhich will be supporting projects in Worcestershire. In the currentyearto date the Charityhas been ableto help tocaigood eauseswith grants approximatinE 218000. As a grant making charity, investment of funds Is an important ¢omponent of g8neratlnE incorno and capital Browth to support the Charty's activities over the long t8rm. To that end. in the period under review, it h8s invested in C01Ffunds. The Trustees are gratefulfor the support rec8N8d from Charity Stewards and Lodge5 in Worcestershire and from 1" January 2025, Ihe support of RoyalArch Chapters and their Charity Stewards. Without this generous help the Trustees would not be able to help our local communities to the extent that we ar8 currently gchieving. Reserv89 poIIcy At 31 December 2024 the Charity had restricied reserves of 2541 which r818te to TLC. In addition, it had unrestricted reserve$whichth8Tiustees consider are adequate tofundthe Charity'sforeseeable activities. R¢muneralion Nofe8s or reimburs8mentSW8re received bythe Trustees Accountingie$ponsibilitie$ of theTfUStees'. The Tiustees are responsibLe for keeping proper 8ccounting records which c8n dis¢1088 the frn8ncial position of the Charity at anytime. 8re responsiblefor safeguardingthe ass8ts of the Charity. and fortaking reasonable 5tep$ forthe detection prev8ntion of irr8gularities In 119 affair5. The Twstees are reouired to prepare tinancial statern8llts for each accounting pellod which fairly record the state of the Charity's finan¢es at the period end. In preparing these Financial St8t8ments the Trts8r88s are required to sel8ct suitable 8ccounting policies and apply thetn ¢onsistently, to m8ke judgements which are reasonable, and to ensure thai appcableac¢oUntlg Standards havE been followed. On behalf ofthe Board ofTnJstee$ AIF,th4- A T Robert50n ChalrolTrustees 29July 2025
THE WORCESTERSHIRE FREEMASONS CHARrr Charty Number 1204423 IndependentExarninar$'Report to the Trustees of Woreostsrshlre Freernason¥ Ch8rlty We reportrothetrustÈe8onouvexamination ofthe gocounts ofthe Worcestershire Freernasons Chgrity for the period ende¢ 31" Dectrmb8r 2024. %*filch aresetouton ptsges 2to 8. Re¥po¢tfve re5poh91b4lIOSOt TFUSt•e¥ and Exwmlnor The charity's Trustees are responsible for the preparaiion of the arcounts in accortl8nc8 wSth the requiremetTrts oftheChailtlesAct 20111'theAct"l. Th8charSVs Trusteesconsiderthat an audit is not required forthis year under section 144 of the Act and that an Independent Examination is needed. We report in respectof myexamlnation oftheTrust'saccount$carried outundeisection 145ofthe 2011 Aci 8nd in catryin8 Out my ex8min8tion we havé followed all the 8pplicAble Dittrctions gwen by the ChBrityComml88ion underse¢tion 14515llbl of theAcL Ind$pttndofft examlner•' 8tatVrngnt We havt compleTrtt my ex8Tninstion. We conlSrm th8t no rnaterial mattars have come to our attention in connection Mththtr 8xamlnatSon gNing us cause to bell8ve that in 8nyrneteri8lrespect'. Accounting records were not kept tn raspect of theTrusi 8s wuired by stction 130 of the Act. or The accounts donotÈ¢cord wlththose records., or The accounts ¢0 not complywlththe applicable requirements concerningtheform 8n¢ content of 8ccounts set our In the CharftiÈs (Accounts and Reports) Regulations 2008 other ihan any requiretnent that the a¢count5 give B 'lru8 8nd fair Vie which is not a matterconsidered asp8rtoffinindèpendent examination". We have no concerns Énd have com8 across no othei matters in connection wththe examination towhich attention should be drawn in this r&port in order to enable a proper understanding of the 8ccounts to b& r8ached. JLPotter FCA B H&ir 29thJuly2025
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ThE WORCESTERSHIRE FREEIIASONS ciilRfTY Charity Number1204423 Unrestrkbj Rthtsd fvnds Catègorhs Delri ior##l£ Cashfund5 8ankCWk¢x 541 To&l¢ash lunds 48124 un[ted Rlrictsd ETrSJMKrt D6tsi15 torME5t£ lor•lE other mctttary assets Fut01th Invesbnent35sets IKwtdL Detslls Liabilioos S* ty ston t¢haVd th8trus1885 Prnt N PaulT ,Ttwsw&T