OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-08-31-accounts

PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND

REGISTERED CHARITY NUMBER 282659

ANNUAL REPORT

FOR THE YEAR ENDED 31 AUGUST 2024

Index

Pages
Trustees’ Report 1 & 2
Independent Examiner’s Report 3
Statement of Financial Activities 4
Balance Sheet and Notes to the Accounts 5

PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND

REGISTERED CHARITY NUMBER 282659

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2024

Legal and Administrative

The Provincial Grand Mark Lodge of Surrey Benevolent Fund was Registered with the Charity Commission on 21 July 1981

Registered Charity No. 282659
Trustees at 31 August 2024 John Vaughan Christopher French (Chairman) – whole year
William Raymond Barr – whole year
William Agnew Caughie – whole year
On 16 September 2024 John Raymond Massey was appointed as a Trustee
Trustee retiring in the year Raymond Michael Scott Seeley – retired 31 August 2024
Principal address Buckleigh House, Portsmouth Road, Milford, Godalming, GU8 5DP
Bankers Lloyds Bank plc, 147 High Street, Guildford, GU1 3AG, and
Masonic Charitable Foundation, 60 Great Queen Street, London, WC2B 5AZ
Independent Examiner Andrew G Sales, FCCA,
Gifford, Church Road, Great Bookham, Leatherhead, KT23 3JT

Structure, governance and management

The Governing document of the Charity is its Trust Deed dated 1 April 1981. The Trustees are the Provincial Grand Master, the Deputy Provincial Grand Master and the two Assistant Provincial Grand Masters.

Objectives and activities, achievements and performance

Objectives

The objects of the Provincial Grand Mark Lodge of Surrey Benevolent Fund are for the relief of poor and distressed brother masons or their poor and distressed widows and children, or for the benefit of such other Masonic Charities or other Charitable Institutions and objects, whether within or without the Masonic Mark Province of Surrey.

Individual petitions for relief are considered and approved by the Provincial Benevolent Committee, which comprises the Trustees and such other members as are co-opted by the Provincial Grand Master. Other charitable causes are supported with his approval, and he also has discretion to deal with urgent cases out of a special fund maintained for that purpose.

Activities

The Mark Province of Surrey runs several fund-raising events during a typical year, such as a golf event, Charity dinner dance, cricket match etc, on an ad hoc basis, principally attended by Mark Masons, their relatives and friends. In this year the Province held a sponsored Swimathon, a Charity Dinner Dance, a Golf Day, a Burns’ Night Supper and Lodges sponsored a member completing the four day Nijmegen walk. The activities helped consolidate the Fund’s resources, although the principal objective in the year was to raise funds for the Man Van appeal of the Prostate Project.

Page 1

Achievements and Performance

During the year, net receipts into all funds totalled £25,950 (2023, £22,626). The sponsored Swimathon raised £5,039, and overall funds designated for the Man Van appeal came to £19,719. Donations to Mark Festivals were £5,000 and Strokeability Woking received £250.

The Benevolent Fund has paid over £10,000 to the Prostate Project since the year end, and further donations in excess of £10,000 are anticipated.

Section 4, The Charities Act 2006

The Trustees confirm that they have complied with the duty set out in Section 4, The Charities Act 2006, to have due regard to public benefit guidance published by the Charity Commission .

General Data Protection Regulations

The Charity’s procedures in respect of Data Protection continue to be reviewed in line with advice given by Mark Grand Lodge.

Financial review

The Benevolent Fund has had no expense charges in the year. The Trustees and fund raisers make no charges to the Charity. The costs of fund-raising events are met out of the proceeds of those events. Other costs are met from the General Fund of the Provincial Grand Mark Lodge of Surrey, which is itself funded by subscriptions received from Surrey Mark Masons.

Funds held by the Fund are held in its account with Lloyds Bank plc, and under Relief Chest Accounts at The Masonic Charitable Foundation.

Approval

The Trustees’ report and accounts were approved at a meeting of the Trustees held on 2 December 2024.

Signed on behalf of the Trustees

J V C French, Provincial Grand Master and Trustee

W R Barr, Deputy Provincial Grand Master and Trustee

Dated 2/12/2024

Page 2

PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND REGISTERED CHARITY NUMBER 282659

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR TO 31 AUGUST 2024

Incoming resources
Donations:
General
Gift aided donations
Income tax recoverable
Cricket
Golf day
Swimathon event
Merchandise & regalia
Donation re Sutton Foodbank
Nijmegen Walk
Charity dinner dance
Prostate Project Man Van appeal
Other events and activities
Interest received
Grant income
MBF re petitioners
Total Incoming Resources
Fundraising costs :
Cricket costs
Golf day costs
Merchandise costs
Bank charges
Grants to support institutions and their
Swishes
Sutton Food Bank
MBF Cheshire Festival
MBF Hampshire Festival
Woking Strokeability
Grants to petitioners
Total outgoing resources
Net incoming (outgoing) resources
Total funds brought forward
Total funds carried forward		 Unrest-
ricted
Funds
Rest-
ricted
Funds
Total
£
£
£
2,112
1,191
3,303
921
921
225
476
701
0
0
4,789
4,789
4,819
4,819
836
3,000
3,836
500
500
1,115
1,115
2,015
2,015
5,400
5,400
1,704
1,704
650
650
0
0
This year		 Unrest-
ricted
Funds
Rest-
ricted
Funds
Total
£
£
£
6,405
6,405
1,106
1,106
922
922
714
714
5,360
5,360
4,660
4,660
1,820
1,820
139
139
3,000
3,000
Last year
9,534
20,219
29,754		 24,126
0
24,126
0
2,096
2,096
1,708
1,708
0
aims:
0
0
2,000
2,000
3,000
3,000
250
250
0
0		 1,500
1,500
0
5,710
5,710
5,360
5,360
0
3,000
3,000
9,054
0
9,054		 15,570
0
15,570
480
20,219
20,700
13,925
13,925		 8,556
0
8,556
5,369
0
5,369
14,405
20,219
34,625		 13,925
0
13,925

Page 4

PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND REGISTERED CHARITY NUMBER 282659

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR TO 31 AUGUST 2024

Balance Sheet

This Year Last Year

Current Assets
Sundry debtors and deposits
Short-term deposits - Grand Charity
Cash at bank
Less: Sundry creditors
Net Assets
Financed by :-
Unrestricted Income Funds
Provincial Fund of Benevolence
Provincial Grand Master's Fund
Restricted Funds
Prostate Project Man Van appeal
Sutton Food Bank
Total Funds of the Charity		 £
902
19,466
15,432
35,800
1,175
34,625
9,947
4,458
14,405
19,720
500
34,625		 £
677
9,851
8,642
19,170
5,245
13,925
9,997
3,928
13,925
13,925

For and on behalf of the trustees R M S Seeley FCA Provincial Grand Treasurer 3 December 2024

NOTES TO THE ACCOUNTS

These accounts have been prepared on the basis of historic cost and in accordance with applicable accounting standards, the Statement of Recommended Practice on Accounting and Reporting by Charities and with the Charities Act 2006. There have been no changes in Accounting Policies since last year and no changes have been made to previous accounts. 2 Accounting Policies

Incoming resources are recognised in the Statement of Financial Activities when the Charity becomes unconditionally entitled to them or their receipt is certain. Where they have related expenditure, they are reported gross, and where tax is recoverable in relation to a gift, this is recognised at the same time as the gift. Liabilities are recognised in the period to which they relate and as soon as there is a legal or constructive obligation committing the Charity to pay out the resources.

No remuneration was paid or expenses reimbursed during the year, either directly or indirectly, to any of the Trustees or the Examiner.

The Fund exists in accordance with Provincial By-laws. Page 5

Page 5

PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND

REGISTERED CHARITY NUMBER 282659

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES

I report on the accounts of the Charity for the year ended 31 August 2024.

Respective responsibilities of trustees and the examiner

The Charity’s Trustees are responsible for the preparation of the accounts. The Charity’s Trustees consider that an audit is not required for this year under Section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

Basis of Independent Examiner’s report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An 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 any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent Examiner’s statement

In connection with my examination, no matter has come to my attention

(1) which gives me reasonable cause to believe that in any material respect the requirements

have not been met; or

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

Andrew G Sales Relevant professional qualification or body: Fellow of the Association of Chartered Certified Accountants Gifford, Church Road, Great Bookham, Leatherhead, KT23 3JT Dated 3/12/2024.

Page 3