STAFFORDSHIRE MASONIC CHARITABLE ASSOCIATION
REGISTF.RF.D CHARITY NO. 220032
5 SHAW PAR1￿ SHAW ROAD
WOLVERHAMPTON
WVIO 9LE
FINANCIAL AccouNfs- YEAR ENDED 31- DECEMBER 2024

RDSHIRE MASO
HARITA8LE
YEAR EN
DE
EM8Eft 2
Genewal
Desi8natsd
General
Totsi
Fund5
Fund5
2023
conti1￿tIonsfrorn Lodys
Invemrnent Incum*
Don*ion5 and Leiacies
IrKomeTax Tec0￿Ed
6.983.35
29.203.36
3WOO
1,354.10
8.337 45
29,203 36
12.137.90
27.3>5.66
9S9 29
40,4.12 8S
DlreL1ChJrifablè EKpendlture
Granrs4nd Dtynations
Purcha5eof Teddy 8EarS
Other Expendliure Manalement
an0￿Ministration of ChJriiy
S,140.rKJ
566.66
5.240.
566.66
13.7filfjD
3.918.18
7,196.51
7.196.5L
23.4l6.26
TtstalResources ExpendEd
13,m3.17
13.W3.17
et I￿rIMI￿1(￿*60[nSj Rè5fyJrces
23.483.$4
1.354.10
24,837.64
1661.S91
Oeque5tslorde518natÈdfurtd5
10,651.5a
10.6SI.53
214.38Q24
GJlDSIILo$5esl on ItNestrnent5
Rea115ed
Unre4li%Ed
Dm
12.281.62
12.281.62
17.2Z&65
NetMoyer￿nl In Funds
46.416.69
1,354.10
47.770.79
230.945.30
Bal?nre5 *rou8ht Forwa
868.405.82
36.203J3
9)4.EQ7.65
673.662 35
Balances a5 Bal•rvSheet
Y14.82D.51
37.557 93
952.378.44
904.607.65

HARifAB
EMOEA 2024
BA
AT
202¢
GÉWÉRAL FUP4DASS
Computer Equipment
62 fA)
909.108.16
909.170 16
78.00
886.175 01
886.E53 01
rreniA5sets
5undr¥ Debtor5'..
Inland Revenue forTJ* Repayr￿ntS
Owed by Aibaretum ￿(QU￿t
Credit due From Care Bear purchJ5e5
O¥erhe3d allocatlDn conirol:.
Provinoal Grand Lodge of 5taflordshire
C¥sh at Bank..-
Sener3lAccDunt
Annuiiants,
1.811.00
45.00
324 86
2.945.78
3.026.48
34.05L.79
2.257.75
OOD
20.341 56
2.997.75
28.50
28,574 95
0.00
0.00
1.819 72
150.
8,24D 59
5uDdty Credltor
Sundry Credltor IHWKI
Dverh?adalhc4tiDn conirol._
Prownyal GraThl Lodgeol siaHorththire
Annuitant5 forArnDunt5 Payab
000
39.255.32
948.42S.48
18.354.64
460765
37,55793
3S.Z0383
868.403 82
904 607 65
Geneial Deg8naied Fjnd
STA
RDSHIRE MASONII CHARITABLE A
NOTESTO THEA
NT
MT
2 FIXEO ASSETS OF THE GENERAL F
ND
Market Value at 315t DeiÉmbpr2D2
AcgUlSitlon5 atcostl Sale prtsiÈÉd5
886.175 01
10.S51 53
0.00
IZ.28L.6I
654.568.11
214.3W.24
NerGaln5 1 ILosse51 on RevaluatiDn at 3tst D¢0m￿r
17.12665
s20.￿2 40
809.4IO 87
TM
NT
Gross Incorne liorn'_
DNidends IromGovernmentSe(ufities
Interest Irorn Bank balarKesetc
29.20a is
29.203.a6
27.335.66
27.335.66
ATI
Donations eic
TH
RA
J(JD 00
.53F 45
8.fi37 45
959 29
12.1119
SMCAattts

TAFF
ROSHIRE MASONICCHARITABLE ASSOCL4TION
NOTES TOIHE ACIOUN
NT￿NuED
De518nated
Restr￿e0
Fund5
FuDd5
DIR
HA
ITA
RAtITS AND
MA50NIC GRANT
5.240 OD
Total Grant5 and Donation5
5.240 OJ
13.7fn LN)
DADM
I.(￿1.52
4.701.34
1566.351
3.061 52
4.701.34
20.042 44
2.831.52
542 30
Mana8ement C05t5
Total Mana8emem andAdminlstiatlort Costs
Management Costs include. PrintiN4and 5tatiDnery. P05tage.Telephone. Eouipment Mèintenanceandcornputer E¥r*nses
Totèl
Co
5ts
2024
7 TOIALRESOURCES EXPENDEO
OIRECT CHARITA6LE EXPENDITURE
5.240
5.24D.CI)
566.66
5.806 66
13.760 frty
Net Costs olTeddv8eètS¢heme
S.8￿ 66
17.678 LB
OTHE9 EXPENDITURE
hl•nagement and Administration Df theChaFItv
3.L￿1.52
4,134 99
9.941 6
7.196.51
23.416 26
41.094 44
STAFF COSTS
3,051 S2
3.061 $2
20.002 44
Socièl Securrty C05t5
20.042 44
The?￿e[￿￿e Thurnberof Employees ènatysed by luncrii>n w35.
Manag2ment and AdrninistrJtion of thecharity
8 COST OF AUDrt ANO OTHER FIN
ERVICES-.
SMCAèict5

TAFF
ARrtABLE A
CONTINUED
OCIATION
TE
THEACCOUNTS
9 SUMMARY OF FUN
MowwneTrt In Movement In
Resoyrce
ENERAL AE
'A' Fund
IGNATED FUNDS
B)laDtes at
Movemeht in iesouit*s
Intomin8
AppliEd to
'8, Fund
368.357.37
80.Om.
s.oN.
s.ow.
60,000.
IIS,666.21
?0,￿￿.00
214,380.24
44.786 51
9.l36.51
404.W7 37
80.WO.
5,QKN).(KI
S.(￿.00
60.0(K>.00
115.781 37
10,OOD(X)
225,D31 77
The Paiker BeQU￿t
Joan A￿Irt ge4uÈ>t
Thew J El￿sMe[e Beque51
The Norèh Mitchell BÈque5t
Estste ol W 810 ft A MtDèimèid
CookeBequest
Teddies Lowwcare SthemE
3.415 L6
3.300.OD X
966 66
566.66
I).J03 L7
868,lQ3.82
904.60165
60,773 96
952.378 44
ID
rHE
EX
THEN
RAH KIIT
2023
M4Tket
Book
athet
Book
INVESTiIENTS
idland & GeneFalCharibond
Quilter Chevlot ICookeaciLwJTht intCa5h t0rdl5tri￿lio￿1
Qtsiltercheviot
185.395 79 180.347.I9
Z25.03177
361.591fj0 350.CK)O LK)
772,Ql8 56
755.378 96
18G.250AI
214.380.24
356.953
757.584 07
I80.347.19
214,380.24
350,￿100
744.727.43
11 N
RAH
D INVESTMEf4T
024
12.308.47
3.680 17
6M16.95
25,000.LK)
2023
Car￿lan Elertlic & General TtU5t 16.134.02 Unit5
H￿derSOn Eutope)n Focus Trust I,ISOOrdinary50p shales
Hender5Dn Fixed ￿nterest Monihtyint4mÈ Fund 20,4W Units
MidlJfflLI& General 5ecufitie5charilund ?.393 Unif5
Cash held (Jn depDsltlor Investment
TOTAL
EQ.720.38
19.895 OD
3,561.84
35.234.53
52.887.32
20.067.50
3.618.96
a4.339.31
12.3W.47
3.W.17
6.016.95
15.(KK).00
17,677.85
64.6B3 44
137.089 60
64.683 44
I28.5￿.94
AS BANNCE SHEET
909,L08.16
a20.062-lJ
886.17S 01
809.410 87
SMCAacct5

STAFFORDSHIRE MASONIC CHARITABLE ASSOCIATION
REPORT OF THE COMMITTEE OF MANAGEMENT
The Slaffordshire Masonic Charitable Association has pleasure in presenting the Report of the Committee
of Management and the Audited Financial Statements of the Funds of the Association for the year ended
31" December 2024.
The Funds of the Association are used to make distributions lo applicants for charitable purposes. whether
for Masonic Charities or olhenNise,
The Association was founded in January 1871, and the governing instruments under which the Association
Dperates comprise the Rules rnade from time to lime by the Association's Management Committee and
approved by the Members.
OBJECTIVES:
The object of the Association is to render effective the collection, application and adminislralion of the Funds
raised in the Masonic Province of Slaffordshire for charttable purposes. whether for Masonic Charities or
othetwise.
LEGAL STATUS..
The Association is a Registered Charty number 220032.
PRINCIPAL
President
Vice Presidents
FFICERS..
W.Bro. David W Philips
PSGD
W.Bro Dr. Michael S. Rawle PSGD
W Bro Raymond J Haynes
PJGD
W.8ro. Dr. Matthew Gibbons PAGDC
Secretary
Solicilors
FBC Manby Bowdler LLP,
6-10 George street, Vvolverhampton. WV2 4DN
Independent
Examiner
Oavid J Wheatley
Felk)w of the Institute of Chartered accounts in England and Wales {FCA}
5 Robin Close, Huntington, Cannock, Slaffordshire. WS12 4PQ.
Bankers
Lloyds Bank Plc, 28A H￿h Street, Tellenhall, Wolverhampton. WV6 8QF.
The constitution of the Committee of Management is stated in Rul8 6 of the Rules to the Associats"on.
ACCOUNTING RESPONSIBILITIES OF THE MANAGEMENT COMMirrEE.
The Committee Is fequired lo prepare Financial Accounts fof each year that give a true and fair view of the stale
of the Associabon's finances at the end of each year.
In preparing these Financial Statements the Committee is required to select suitable accounting F)olicies and apply
them consislenlty. to make judgements that a￿ reasonable, and lo ensure that applicable accounling standards
have been followed.
The Committee is responsible for keeping proper accounting records which can disclose the finanThal position of
the Association al any lime, is responsible for the safeguarding of the Assets of the Association. and for taking
reasonable steps for the prevention and detection of irregularities in Ils affairs.
The funds Df the Association are lo be Invested in accordance with the Provisions of the Trustees Investments Act
1961. Any surplL¢S which may anse on the sale, realisab'on or maturity of any non-earmarked Investment shall be
allocated lo the 'B" Fund of the Associatson.
As far as the Accounts for the year ended 314 December 2024 are conTrrned, the Committee reports as follows.'-
Inrorne for the "A. Fund amounted to £1.3S4 leaving £37,558 to carry forward to next year
"B" Fund:
The lotal income of the 8" Fund amounted lo £38,487 Grants of £5,240 were made as well as contributions lo
Teddy Bears Fund £567 Management Costs for the Association amounting lo £11,149 were paid Under the
Rules required by the Charity Commissioners the Accounts, included Unrealised Gains on Investments of£12,282
and a bequest of £10,651 creatsng an Account Surplus of £42,464 This is added to the Accumulated Balance on
the "B" Fund, which now stands at £910.867 including £510,813 on Bequest Fund

SMCA Grants
The SMCA '8, Fund Istaffordshire's local fund) made granls lolalling £5.240 which included payments
made under Discfelionary and Special Rule 12.b grants as well as payments to masonic recipients not
currently eligible for assistance from the Masonic Charitable Foundation.
Joseph and Doris Parker Bequest:
The Committee has again directed that the income derived from the invested funds should be used for the
benefit of the Association's"B" Fund during the year under review
Permanent 8e
uests".
Joan Al
inBe
uest
Income from this bequest has been allocated equally between the "A. and °B° Funds in accordance with the wishes
of the Donor.
A.E.Blundell Be
uest
Incotne from this bequest has been allocated lo the "B. Fund in accordance wilh the wishes of the Donor.
R.A.McDamiaid Be
uest
Income from this Bequest has continued to be applied towards the running costs of the "B. Fund in accordance
with the terms of the Will.
W.J. Ellesmere Be
uest
Income fiom this bequest has been allocated to the "B. Fund in accordance with the terms of the Will.
Norah Mitchell
Minerva Lod e
Trust Fund
The Income earned by this Trust Fund during the year amounted lo £3,41 S.16
The income of the Fund will be applied in accordance with recommendations of the represenlalives of Minerva
Lodge No. 1942 after approval by the Committee of the Association.
A,A. Cook Be
uest
The Income and capital of this bequest is lo be applied to the Hospice Movement over a period of years, to be
determined by the Trustees. and in accordance with the wishes of the donor.
Other Matters..
The Secretary gave the Report on the activities of the Associalion which had been presented lo the Annual
Meeting of Provincial Grand Lodge.
The thanks of the Association are due lo the staff for their continued valuable work in the last year.
The Committee acknowledges with thanks the generosity of the brethren and the continued support given by
Lodges. Chapters and other Orders in Freemasonry. Thanks. are again due to Charity Stewards and Almoners
for their loyal service lo the Association.
Signed on behalf of the Association
David W Philips
Presidenl

STAFFORDSHIRE MASONIC CHARITABLE ASSOCIATION
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE ASSOCIATION
To the Trustees of the Staffordshive Masonic Charitable Association
I report to the trustees on my examination of the accounts of the fir)ancial statements of the Slaffordshire
Masonic Charitable Association for the year ended 31° December 2024.
Responsibilities and basls of Report
As the charity Iruslees of the Slaffordshire Masonic Charitable Association, you are responsible for the
preparation of the accounts in accordance with the requirements of the Charities Act 2011 {'Ihe Act'i
I report to the Trustees of my examination of the Staffordshire Masonic Charilable Association's accounts
carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the
applicable Direction5 given by the Charity Commission under section 145{5){b) of the Act.
Independent Examiner's Statement
I have completed my examination. I confirm that no material mallers have come lo my attention in
connection with the examination giving me cause to believe that in any material respect..
1. Accounting records were not kept in respect of the Staffordshire Masonic Charitable
Association as required by Section 130 of the Act,. or
2. The accounts do not accord with those records. or
3. The accounts do not comply with the applicable requiremenls conceming the form and
conlent of the accounts set out in the Charities (Accounts and Reports} Regulations 2008
other than any requirernent the accounts give a true and fair view which is not a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which
attention should be drawn in this report in order to enable a proper understanding of the accounts lo be
weached
Signed.
Name..
David J Vwhealley
Fellow of the Institute of Chartered Accounlan15 in England and Wales {FCA)
Address.
5 Robin Close
Huntington
Cannock
Staffofdshire
WS12 4PQ
25, June 2025