2024-04-05-accounts - The North And East Yorkshire Mark Benevolent Fund

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

----- Start of picture text -----
fe
----- End of picture text -----

R. W. Bro. David Robert Clancey Provincial Grand Master

The North & East Yorkshire Mark Benevolent Fund Registered Charity N[o ] 517013 Established by Declaration of Trust, 1[st] July 1985

Annual Report of the Trustees for the Year ending 5[th] April 2024

Trustees

David Robert Clancey, Allan Cameron Scott, Paul David Barham & John White.

The Fund is managed by the Charity Committee comprising the appointed Charity Stewards of all Lodges under the Provincial Grand Mark Lodge, the immediate past Chairman of the Committee and the Provincial Grand Master, the Deputy Provincial Grand Master, the Assistant Provincial Grand Master and the Provincial Grand Charity Steward (who acts as Treasurer of the Fund and Secretary of the Committee).

The Charity Committee appoints the Trustees of the Fund who shall serve for 10 years or until age 75. The Chairman of the Committee is elected for a 1 year term by the Charity Committee.

All Trustees and Committee members give their time voluntarily and receive no remuneration or other benefits.

The Objects of the Fund are the relief of poor and distressed Brother Masons or their poor and distressed widows and other relatives, or the benefit of such Masonic Charities or other Charitable Institutions, Societies and charitable objects as the Charity Committee shall in duly constituted meeting direct.

The Fund’s income is derived from donations made by individual Lodge members and from Lodge funds. In the year in question the total income was £26,473 including Gift Aid tax reclaimed on individual donations.

Where desired by the donor, individual donations may be accumulated and passed on the Grand Mark Fund of Benevolence (GMBF) when the donor has reached qualifying levels of donation to achieve patronage status.

In line with the duty to act for the public benefit within the constraints laid down in the Governing Document, the Fund invites all Lodges within the Province to put forward to the Charity Committee, through their Charity Stewards, those non-masonic charitable organisations which they believe would benefit from grants. To be eligible the organisation must be registered with the Charity Commission and operate solely in the geographic area of the province or demonstrate that any grants would be ring fenced and applied only within the province.

The Committee have adopted a policy that 5 larger Charities would be chosen to be beneficiaries for a 5 year period, each receiving a grant determined by the Committee once every 6 months within the 5 year period. Additionally, every 6 months the Committee determines which of the other organisations put forward by the Lodges or Committee members should receive a grant, bearing in mind the level of available funds.

In the year ending 5[th] April 2024 grants were made to

GMBF (patronage payments)	£4,075
GMBF (Lincolnshire Festival Jewels)	£500
Grants to Non-Masonic Charities:
5 Year Beneficiaries:
We can Dance	£1,000
Her Breast Friend	£1,000
RABI	£1,000
Littlefoot Trust	£500
Stape Silver Band	£500

These payments were the first to be made under the current 5-year programme.

6	Month Awards
	Action Medical Relief	£250
	Trac UK	£300
	The Grenfell Club	£500
	Redcar Development Trust	£500
	Bedale Scout Group	£500
	Tees Valley Together.	£500
	Ryedale Special Families	£1,000
	Hull Sea Cadets	£500
	Total Expenditure	£22,803

As a result of these activities the Accumulated Fund increased by £12,533.11 to £66,591.08, of which £35,455.38 is held in deposit accounts.

The Fund has a Reserve Policy agreed by the Committee on 20[th] October 2014 that £35,000 should be held in Reserve Accounts to cover future liabilities that may arise through patronage funding or emergency disaster funding.

The Trustees would like to place on record their appreciation of the hard work done by the Lodge Charity Stewards and to all the Lodge members for their generosity.

The Trustees declare that they have approved this Trustee Report.

Signed on behalf of the Charity’s Trustees

Lee Barry Richardson

Provincial Grand Charity Steward, Secretary Date 23[rd] November 2024

THE NORTH AND EAST YORKSHIRE MARK BENEVOLENT FUND (Registered Charrty 5170131 Charltsble Sources Unmtrl¢ted Funds INCOME AND EXPENDITURE AccouKr YEAR ENDED 5th APRIL 2024 2024 2023 INCOME Mark Lodges Bank Inte$1 Feslival Badges Tax Redaimed Donations (incl. Prov. GraThJ Lodge Meeb'ngs) 22,305 13,854 93 2,801 4,291 30,083 1,784 6,053 EXPENDITURE Grand Mark Benevolent Fund Festival Badge5 Non Masonic Charities GMBF Collarett88 Connaught Courtiwest York8 Festival 2.103 SCA) 11,326 5.250 17.550 19.879 Ex¢e88 of Expendlturn over Incomel Exces8 of Income over Expendltur• 12.533 2,865 BALANCE SHEET A8 AT 5th APRIL 2024 CURRENT ASSETS TSB Current Account TSB Deposit Account Vlrgin Money Deposit AcLx)unt 31,136 18,889 35,455 86,591 35,169 54,058 Debtor HMRC 66,591 54,058 ACCUMULATED FUND Balance at 61h April 2023 Less.. Ex8 of Expenditure over Income for the year Add.. Excess of Income over Expendiiure for the year Bal8n¢e at 5th April 2024 51.193 12,533 2,865 APPROPRIATION General Reserve DesEgnated Funds- 2033 Festival 81.285 54,058 66,591 54,058 Note: The Charity ha$ a contiroent liabillty in re5Fd of amints reIved from members. vknich may umimatsly bo used 88 payments I0rdS Grand Mark L¢xlge charity collarettes: tr fyuro has not been qu8ntiffied. Report of thé Accounts Examlner I have reported to the Charity Trustees ofThè North and East Yorkshire ma 8rnolent Fund that I have carried out an independent examination of the accounts ofthe Fund for year end 5th April 2024 and have given them an unqualifi8d report in accordan with the General Direcaions given by the Chanty Commissioner5. Whitby.. August 2024 Trevor Chalmw5 FCCA