PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND REGISTERED CHARITY NUMBER 282659 ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2025 Index Pages Trustees, Report 1&2 Independent Examiner9s Report Statement of Financial Actlvities Balance Sheet and Notes to the Accounts
PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND REGISTERED CHARITY NUMBER 282659 TRUSTEES'ANNUAL REPORT FOR THE YEAR ENDED 31 AUGUST 2025 Ikgal and Adminlstrative 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) - served for whole year William Raymond Barr- served for whole year William A¢W Caughie - served for whole year John Raymond Massey was appointed as a Trustee and served for the remainder of the year. On 16 September 2024 Principal address Buckleigh House, Portsmouth Roa(L Milfor(L Godalming, GU8 5DP Lloyds Bank plc, 147 High Stree( Guildford. GUI 3AG, and Masonic Charitsble Foundation, 60 Great Queen Streel London, WC2B 5AZ Bankers Independent EqrnIner Andrew G Sales, FCCA, Gifford, Church Road, Great Bookham, Leatherhea(L KT23 3 Structureg governance and management The Governing document of the Charity is its Trust Deed dated l 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 charitsble 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. Activlties The Mark Province of Surrey runs several fund-rnising events during a typical year, such as a golf even¢ Charity dinner dance, cricket match etc, on an ad hoc basis, principally attended by Mark Masons, their relatives and friends. In the 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, to enable sufficient funds to be readily available to support future Mark Benevolent Fund Festivals as well as supporting requests from local charities. Page I
Achievements and Perforniance During the year, net receipts, after costs of running the events totalled £29,734 (2024, £25,950). Donations in the year totalled £26.939 (2024 £5,250). Donations to the Prostate Project Manvan appeal totalled £20,000. A donation of £2,873 was made to Girl Guiding Cheam to complete their Village Iqall Projecl as well as £2,000 to the MBF Oxford Festival. and the net proceeds of the Burns Night event to the Royal Order of Scotland, in the sum of £1,566. Grants were made to two beneficiaries totalling £8,930. Sectlon 4, The Charities Aet 2006 The Trustees confirnl 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 Commissio General Data Protection RegulatioDS 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 Charitsble Foundation. Approval The Trustees, report and accounts were approved at a meeting of the Trustees held on 6 November 2025. Signed on behalf of tbe Trustees J V C French, Provincial Grand Master and Trustee W R Barr, Deputy Provincial Grand Master and Trustee Dated 611112025 Page 2
PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND REGISTERED CHARITY NUMBER 282659 STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR TO 31 AUGUST 2025 Last year Rest- This yr Rest- ricted Funds Unrest- ricted Funds Unrest- ricted Funds Total Totsl Funds 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 Manvan appeal Other events and activities Interest received Grant income MBF re petitioners Total Incoming Resources Fundraising costs . Golf day costs Burns Night costs Merchandise costs Grants to support institutions and their aims: Prostate Project Sutton Food Bank MBF Oxford Festival Girl Guiding Cheam Village Hall Royal Order of Scotland MBF Cheshire Festival MBF Hampshire Festival Woking Strokeability Grants to petitioners Total outgoing resources Net incoming (outgoing) resourtts Total funds brought forward Total funds carried forward 7,955 1,020 540 7,955 1,020 540 965 2,010 1,761 3,417 2,112 921 1,191 3,303 921 701 225 476 965 2,010 1,761 3,417 4,789 4,789 4,819 3,836 500 1,115 2,015 5,400 1,704 650 4,819 3,000 500 1,115 2,015 5,400 1,704 836 1,700 1,7(K) lJ38 4,700 1,165 1.338 4,700 1,165 650 8,730 29,263 8.730 35,301 6,038 9,534 20220 29,754 1,153 1,153 3,134 1280 2,096 2,096 3,134 1,280 1,708 1,708 20,000 500 20,000 500 2,000 2,873 1,566 2.000 2,873 1,566 2,000 3.000 250 2,000 3,000 250 8,930 16,236 25,200 13,027 -19,162 14,405 20,220 27,432 1,058 8,930 41,436 -6,135 34,625 28,490 9,054 480 9,054 20,700 13,925 34,625 20,220 13,925 14,405 20,220 Page 4
PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND REGISTERED CHARITY NUMBER 282659 STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR TO 31 AUGUST 2025 Balance Sheet This Year Last Year Current Assets Sundry debtors and deposits Short-temi deposits - Grand Charity Cash at bank 655 16,949 11,526 29,130 640 902 19,466 15,432 35,800 1,175 34,625 Less: Sundry creditors Net Assets 28,490 Financed by :_ Unrestricted Income Funds Provincial Fund of Benevolence Provincial Grand Master's Fund 22,311 5,121 27,432 9,947 4,458 14,405 Restricted Funds Prostate Project Man Van appeal Sutton Food Bank 1,058 19,720 500 Total Funds of the Charity 28,490 34,625 For and on behalfofthe Intee$ R M S Seeley FCA Provincial Grand Treasurer 20 November 2025 NOTES TO THE ACCOUNTS l BasAs of Preparation These arxounts have been prepared on the basis of historic cost and in accordanc£ with applicable accounting standards, the Statement of ReLX)mmended Practice on Acxounting and Reporting by Charities and with the Charities Act 201 l. There have been no changes in Accounting Policies since last year and no changes have been made to previous aunts. 2 Accounting Policies Incoming resources are reCOlSed 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 &qme time as the gift. Liabilities are rewised in the period to which they relate and &8 soon as there is a legal or constructive obligation committing the Charity to pay out the resources. 3 Trustees, and ExAminer's Remuneration and Expenses No remuneration was paid or expenses reimbursed during the year, either directly or indirectly, to any of the Trustees or the Examiner. 4 Provincial Grnnd Master's Fund The Fund is set up in accordanc£ with Provincial By-laws. Page 5
PROVINCIAL GRAND MARK LODGE OF SURREY BENEVOLENT FUND RECISTERED CHARITY NUMBER 282659 INDEPENDENT EXAMINER9S REPORT TO THE TRUSTEES I report on the accounts of the Charity for the year ended 31 August 2025 Respective responsibilitles of trnstees 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 neeAled. It is my responsibility to: examine the accounts under Sectlon 145 of the 2011 Act to follow the prOdureS laid down in the General Directions given by the Charity Commission under Section 145(SMb) of the 2011 Act to state whether particular matters have come to my attention Basfis 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 stAtemeDt In connection with my examinatioffj no matter has come to my attention ( l ) which gives me reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with Section 130 of the 2011 Ac( and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been meL 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 les Relevant professional qualification or body: Fellow of the Association of Chartered Certified Accountsnts Gifford. Church Roa Great Bookham, Leatherhead, KT23 3JT Dated 20/11125. Page 3