The Worcestershire
Freemasons Charity
Registered Charrty No. 12044231
Thè Chath olw0￿8￿￿rS￿lrn 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 Ser￿dthroUghoUtthe 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 app￿cableac¢oUntl￿g 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$'Report
to the Trustees of
Woreostsrshlre Freernason¥ Ch8rlty
We reportrothetrustÈe8onouvexamination ofthe gocounts ofthe Worcestershire Freernasons Chgrity
for the period ende¢ 31" Dectrmb8r 2024. %*filch aresetouton ptsges 2to 8.
Re¥po¢tfve re5poh91b4l￿IOSOt TFUSt•e¥ and Exwmlnor
The charity's Trustees are responsible for the preparaiion of the arcounts in accortl8nc8 wSth the
requiremetTrts oftheChailtlesAct 20111'theAct"l. Th8charSVs Trusteesconsiderthat an audit is not
required forthis year under section 144 of the Act and that an Independent Examination is needed.
We report in respectof myexamlnation oftheTrust'saccount$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 donotȢcord 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 R*lrictsd ETrSJMKrt
D6tsi15
torME5t£ lor•lE
other mctttary assets
Fu￿t01th
Invesbnent35sets
IKwtdL*
Detslls
Liabilioos
S* ty ￿st￿on t¢haVd
th8trus1885
Prnt N
PaulT
,Ttwsw&T