province of west lancashire

PROVINCE OF WEST LANCASHIRE

Charity

Provincial Charity Stewards 09 -2011

Charity

Provincial Charity Stewards’ Structure:• The 2010 Festival was launched for the Masonic Samaritan Fund:

• Dominated the activities of the Structure and to some extent, that of Lodge and Chapter Charity Stewards

• Culminated in 2010 with the delivery of over £5.4 million to the The Masonic Samaritan Fund

• Now we need to return the Structure and its Objectives back to what was intended, before the Festival.

“within the context of an understanding that Lodges and Individuals are free to exercise their duty of Masonic Giving

”WHERE THEY WISH.


Charity

Charitable Giving:

Our Charitable giving can be split into two broad categories:

• Masonic Charitable Giving, which would go to one of our registered Masonic Charities and;

• Non Masonic Giving, to a range of National and locally registered Charities and other good causes.

Note: Money raised in the name of “Charity” must be applied to a recognised Charitable Cause


Charity

2.1 Masonic Charitable Giving:

There are Four National Masonic Charities;

1. The Freemasons’ Grand Charity – has two primary purposes:

a) Making financial grants for charitable purposes in support of:

• Freemasons’ and their dependants who are in financial need

• Other Masonic Charities

• Non-Masonic charities (national charities and for emergency relief work worldwide)

b) Managing the Relief Chest Scheme:

• Over 4,000 Individual Relief Chests holding £30.0 million


Charity

2.1 Masonic Charitable Giving:

2. The Masonic Samaritan Fund:

Health and Care support for Freemasons and their dependants• Beneficiary of the 2010 Festival - £5.4 million

3. The Royal Masonic Benevolent Institution:

• Caring for older Freemasons and their dependants • 17 Care Homes (Ecclesholme, The Tithebarn)• Respite Breaks

4. The Royal Masonic Trust for Girls and Boys (“RMTGB”):

• Relieving Poverty, advancing education• Lifelites• Talent Aid


Charity

Masonic Charitable GivingIn addition to the four National Charities we have our own Provincial Charity:

The West Lancashire Freemasons Charity

• Formed in 2008 from 7 Masonic charities operating in the Province

• Provides financial assistance for hundreds of Freemasons and their dependants

• Provides some support for non-Freemasons and for a range of other charitable purposes

• Operates from: 2 Paramount Business Park, Huyton, L36 6AW

Tel: 0151 482 4750Email: [email protected] website: www.westlancscharity.org.uk

• The Charity is staffed by volunteers, helping ensure that the maximum benefit • is achieved from donations received


mailto:[email protected]

http://www.westlancscharity.org.uk/

Charity

Masonic Charitable GivingWest Lancashire Freemasons Charity

• Adopting one of the Gift Aid Envelope Schemes for Lodge collections:

– Blue - pre-numbered, issued in sets of 12, cannot be used by visitors– Yellow - Gift Aid declaration made at time of use. Can be used by visitors

• Taking out a Regular Giving Pledge (Monthly, Quarterly or Annually) and Gift • Aid it

• Donations at Lodge Installation meetings

• Other Fund Raising Events on behalf of the Charity by Lodges, by Groups

• Legacies through a Will or Codicil

AN AVERAGE OF £1,000 PER LODGE PER YEAR


Charity

Other• Charity Stewards Toolkit

• The Charity Stewards Handbook:

– Role and Duties of the Charity Steward– Raising and Collecting Money– Gift Aid– Legacies– Fundraising at Festive Boards and Social Events:

• Fundraising Ideas• Gift Aid Envelope Scheme

– Administration– Bank Accounts– Disbursing Money– Charitable Funds– The Charity Steward and Other Officers– The Relief Chest Scheme– Sources of Information

Both provided by the WLFC, to support the work of Charity Stewards in the Province


West Lancashire Freemasons’ Charity

Accounts for the Year Ended 31st March 2011

Accounts 31st March 2011Total Income

(Excluding 2010 Festival)

General Donations

20102011

201,332

Recovered Income Tax

Gift Aided Donations 57,713 40,585

60,813

16,728 11,447

Provincial Meetings 4,009 0

Legacies 47,986 245,942

Total Voluntary Income

Dividends

Bank Interest

Other Income

Total Income

327,318 358,787

225,691 214,053

21,448 17,990

3,931

578,388

3,757

594,587

Accounts 31st March 2011Investment Income


£127,346

£21,848

£244,890

£225,691

£0

£50,000

£100,000

£150,000

£200,000

£250,000

£300,000

£350,000

£400,000

2009 2011

Dividends

Interest

Accounts 31st March 2011Analysis of Total Income


Investment Income

£247,13943%Sundry

Income£3,931

1%

Donations£279,322

48%

Legacies£47,986

8%

Total Income £578,388

Accounts 31st March 2011Total Overheads(Including 2010 Festival)

Rent – Hope St

20102011

5,906

Postage, Stationery and Printing

Telephone 4,015 1,570

7,875

12,753 14,517

Travelling Expenses 8,476 6,320

Computer Expenses 7,292 7,934

Office Refurbishment and Furniture

Legal Fees

Bank Charges

Other Expenses

Total Overheads

9,468 602

0 400

1,015 2,0367,705

102,640

5,793

75,199

Audit and Accountancy

Investment Management Fees

4,225 5,013

26,597 23,139

Ground Rent, Rates and Water

Heating, Lighting and Insurance

Depreciation

04,301

2,374 0

8,513 0

Accounts 31st March 2011Overheads Analysis

(Including 2010 Festival)

Meetings, £4,236, 4%

Computer, £7,292, 7%

Office, £9,468, 9%Depreciation, £8,513, 8%

Travel, £8,476, 8%

General, £3,469, 3%

Establishment, £12,581, 12%

Finance \ Legal, £31,837, 32%Communications,

£16,768, 17%

Total Overheads £102,640

Accounts 31st March 2011Charitable Grants

Helping the young…..

….. and the old



Freemasons

20102011

181,460

Other Masonic

Widows 208,402 241,255

158,140

25,095 21,350

Masonic Organisations 0 10,000

Non Masonic Organisations 119,004 104,316

Total Grants 533,961 535,061

Accounts 31st March 2010Charitable Grants Analysis


Total Charitable Grants £533,961

Widows, 208,402, 39%

Other Masonic,

£25,095, 5%

Non Masonic, £119,004,

22%

Freemasons, £181,460,

34%


£600

£1,150£1,250

£1,750 £1,875

£0

£200

£400

£600

£800

£1,000

£1,200

£1,400

£1,600

£1,800

£2,000

2007-08 2008-09 2009-10 2010-11 2011-12

Maximum Grant Available to Widow Claiming Grand Charity

Accounts 31st March 2011Charitable Grants per Member

Non-Masonic Charitable Grants per member

Masonic Charitable Grants per member

Total Charitable Grants per member

£ 36.21p

£ 10.39p

£ 46.60p

Last year to pay the maximum support grant to a widow or to a distressed freemason we needed the average contributions of

77 members

Average donation to W.L.F.C per member £ 24.37p

For every £1.00 given by lodgesand members we gave £1.91 to charitable causes.

Paramount Business Park Huyton

Paramount Business ParkHuyton

Purchased from legacies not lodge and member donations

Cost £470,000

A modern, professional, efficient office for the largestMasonic charity outside the four national charities

Increased efficiency – applications often paid within 24 hours

Open to all to view every Wednesday but please call first

Headlines a Charity of which we can all be very proud

Prospects for2011 - 12

No recovery in Interest Rates

Stable overheads (excluding exceptional costs of moving)

Increased demand for support

Need to eliminate annual deficit

Need to continue rebuilding support from lodges after end of 2010 Festival

Need to continue to work with Provincial Charity Stewards structureto introduce more and more Lodges to Gift Aid Envelope Schemes

Giving by BrethrenInitiatives for 2011 - 12

Existing Gift Aid Envelope Scheme simplified

New alternative Gift Aid Envelope Scheme

Scheme can now apply to visitors

Lodges to get credit for tax recovered

Envelope collections at Provincial meetings now for the Charity

Details have been sent to every Lodge or Chapter Charity Steward

New Email address :- [email protected]

Giving by Lodges

and their members

We need to restore the principle that the Charity should be the prime recipient of charitable effort by lodges.

Lodge contributions to the 2010 Festival ended 16 months ago.

Since then 51 lodges ( out of 389 ) have given nothing at all to the Charity

Including the above 78 have given less than £100

And 133 ( more than a third ) have given less than £250

There are 28 lodges who have not given anything for over five years

Fortunately 60 lodges have given more than £1000

And of these 8 gave more than £2000

So why does this matter ? …………………………….

Why do we need the money ?

Don’t we have enough already ?

Existed for 3 ½ years and have “lost” money every year.

For every £1.00 given to us we gave £1.91 to charitable causes

Balance of money has to be made up from investment income on capital

Without investment income grants to widows etc would have to be halved

Average age of new Freemason applicants is 56

Average life expectancy of new widow applicants is 20 years

Ageing population -more retirees - fewer members

Still only 50% of lodges have any applicants for assistance

Freemasonry Cares – anticipated increase in demand 15 – 25%

How much do we need for 2011 – 12 ?

On average per lodge we need

£1,000

Helping those in need Help us to help them

West Lancashire Freemasons’ CharityWest Lancashire Freemasons’ CharityFree Glasses for Old England Night’sFree Glasses for Old England Night’s

Chorley Group testChorley Group test

province of west lancashire

Documents

duty of masonic giving

freemasons grand charity

national masonic charities1

masonic samaritan fundnow

charitable purposesoperates

older freemasons

hundreds of freemasons

registered charities