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2023-12-31-accounts

HEREFORDSHIRE MASONIC CHARITY ASSOCIATION

MASONIC HALL, KYRLE STREET, HEREFORD Registered Number – 218677

INDEPENDENT EXAMINERS REPORT ON ACCOUNTS FOR THE YEAR ENDED 31[st] DECEMBER 2023

To the trustees of the Herefordshire Masonic Charity Association.

As the Charity Trustees you are responsible for the preparation of accounts; you consider that the audit requirements of section 43 (2) of the Charities Act 1993 (the Act) does not apply to this charity. It is our responsibility to state, on the basis of procedures specified in the General Directions given by the Charity Commissioners under section 43 (7) (b) of the Act, whether particular matters have come to our attention.

The Accounts are set out on pages 2,3 &4. Our examination includes a review of the accounting records kept by the Charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as Trustees, concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently we do not express an audit opinion on the view given by the accounts. In connection with our examination, no matter has come to our attention ;

  1. Which gives us reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with section 41 of the Act and to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the Act have not been met or

  2. To which, in our opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

A S T Body 96 Kings Acre Road HEREFORD HR4 ORG

J S Jones 10 Browning Road LEDBURY HR8 2FT

………………………….. …………………………. Signed A S T Body Signed J S Jones …………………………… …………………………. Date Date

HEREFORDSHIRE MASONIC CHARITY ASSOCIATION

MASONIC HALL, KYRLE STREET, HEREFORD Registered Number – 218677 INDEPENDENT EXAMINERS REPORT ON ACCOUNTS FOR THE YEAR ENDED 31[st] DECEMBER 2023

To the trustees of the Herefordshire Masonic Charity Association.

The Executive Committee and Trustees of the Association who acted during the period covered by this report were as follows;

M T Holland President 1 January to 31 December 2023 G C King Dep Provincial Grand Master 1 January to 31 December 2023 T R Bridgeland-Taylor General Secretary 1 January to 31 December 2023 D Gwynne Assistant General Secretary 1 January to 31 December 2023 M I Bennett Treasurer 1 January to 31 December 2023 A S T Body Provincial Grand Treasurer 1 January to 31 December 2023 D E Preddy Provincial Grand Secretary 1 January to 31 December 2023 The executive has powers to co-opt.

Governing Document:

The association is governed by its Rules and Regulations as agreed in Annual General Meeting and with the approval of the Charity Commissioners.

New Trustees:

The Deputy Provincial Grand Master and Provincial Grand Secretary are appointed annually by the President.

The General Secretary, Assistant General Secretary, Treasurer and Provincial Grand Treasurer are elected annually.

Objects of the Charity:

To support Masonic Charities together with any other Charity which has the approval and recommendation of the Provincial Grand Lodge of Herefordshire and to assist in any matter whatsoever necessitous Freemasons (including serving brethren), their widows and dependant relatives of Freemasons or deceased Freemasons.

Activities and achievements:

The activities and achievements of the Association during the year are set out in the General Secretary’s report, which forms part of these accounts.

Declaration: The Trustees have approved the above report.

Signature:

Full Name:

Position: President

HEREFORDSHIRE MASONIC CHARITY ASSOCIATION

Receipts and Payment account for the year ended 31st December 2023

Receipts
Lodge contributions:-
Gift Aided donations
Gift Aid refunded
Donations
Sponsored Ride
A Fund
Transfer
Other Donations & Income
Interest Received
Cathedral alms (2022-2 years)
PGL Alms
Kingswood Chapter
Sherbourne Chapter
Hay Chapter
Donations from individuals
PGL Festival Surplus
PGL accessory sales
Ledbury Rose Croix
!st Principals Chapter
St Peters Chapter
Hfds Masonic Golf
Kirkwood Scroll lectures
ANO
Denis Cox collection
Cash Backs
Payments
Donations:-
Teddies for Loving Care
Riding for the disabled
Born Sleeping appeal
Parkinsons Society
High Sheriff charity
Hinton Community Association
St Michaels Hospice
Black Marston School
Warm Centre support
Hereford Veterans
Hereford Cathedral
MS Therapy centre
MARS
Wye Play
Monmouth Festival
Food Banks
Expenses
Bank Charges
Total Payments
B Fund Summary
Surplus/-deficit for the period
Opening Bank Balances
Closing Bank Balances
Total
£
854.22
561.80
13770.23
6353.64
500.00
0.00
22039.89
1571.98
499.00
769.96
0.00
0.00
500.00
0.00
0.00
0.00
20.00
500.00
750.00
245.00
100.00
2505.00
420.00
0.00
7880.94
0.00
1000.00
0.00
0.00
500.00
0.00
217.00
0.00
0.00
3750.00
2000.00
875.00
750.00
500.00
1500.00
800.00
11892.00
0.00
11892.00
18028.83
72058.48
90087.31
General
£
427.11
354.14
12613.97
6353.64
0.00
0.00
19748.86
1571.98
499.00
769.96
0.00
0.00
500.00
0.00
0.00
0.00
20.00
500.00
750.00
0.00
100.00
2505.00
420.00
0.00
31-Dec-23
Restricted
£
427.11
207.66
1156.26
0.00
500.00
0.00
2291.03
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
245.00
0.00
0.00
0.00
0.00
Total
£
910.74
347.37
9321.00
0.00
4935.99
0.00
15515.10
568.19
918.92
642.50
1000.00
500.00
500.00
1000.00
500.00
71.00
20.00
0.00
0.00
0.00
0.00
0.00
240.97
General
£
0.00
178.76
8163.40
0.00
0.00
-6.62
8335.54
568.19
918.92
642.50
1000.00
500.00
500.00
1000.00
500.00
71.00
20.00
0.00
0.00
0.00
0.00
0.00
240.97
31-Dec-22
Restricted
£
910.74
168.61
1157.60
0.00
4935.99
6.62
7179.56
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
16.96
0.00
1085.00
1085.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
2186.96
0.00
2186.96
4992.60
17201.91
22194.51
7635.94 245.00 5961.58 5961.58
0.00
1000.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
2000.00
2000.00
875.00
750.00
500.00
0.00
800.00
8425.00
0.00
8425.00
18959.80
49863.97
68823.77
0.00
0.00
0.00
0.00
0.00
0.00
217.00
0.00
0.00
1750.00
0.00
0.00
0.00
0.00
1500.00
0.00
3467.00
0.00
3467.00
-930.97
22194.51
21263.54
16.96
1000.00
1085.00
1085.00
1000.00
1350.00
1000.00
1000.00
855.35
0.00
0.00
0.00
0.00
0.00
0.00
0.00
8392.31
33.00
8425.31
13051.37
59007.11
72058.48
0.00
1000.00
0.00
0.00
1000.00
1350.00
1000.00
1000.00
855.35
0.00
0.00
0.00
0.00
0.00
0.00
0.00
6205.35
33.00
6238.35
8058.77
41805.20
49863.97

HEREFORDSHIRE MASONIC CHARITY ASSOCIATION

Summary of assets and commitments as at 31st December 2023

Current Assets
HSBC cheque account
Lloyds instant access
MCF Relief Chest
C.O.I.F. general
Cambridge & Counties
Total current assets
Current commitments
A Fund
St. Michaels Hospice
Housing Trust (HMHT)
Teddies for loving care
Palladian suspense account
Farming Minds
Palladian 2022
Palladian 2023
Total current commitments
General Fund
Total
General
Restricted
£
£
£
0.00
16786.07
1083.32
31465.29
40752.33
90087.01
68803.47
21283.54
3935.99
3935.99
0.00
0.00
13500.00
13500.00
2089.18
2089.18
375.00
375.00
87.00
87.00
0.00
0.00
1296.37
1296.37
21283.54
0.00
21283.54
68803.47
68803.47
0.00
31-Dec-23
Total
General
Restricted
£
£
£
22083.53
9240.11
0.00
932.01
39802.83
72058.48
49863.97
22194.51
4935.99
4935.99
217.00
217.00
13500.00
13500.00
1624.18
1624.18
375.00
375.00
0.00
0.00
1542.34
1542.32
0.00
0.00
22194.51
0.00
22194.49
49863.97
49863.97
0.02
31-Dec-22