Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -6

THE TRINITY LODGE BENEVOLENT FUND

Predominantly donations to other Masonic Charities and donations to charities within Coventry. Occasional donations to charities in Warwickshire, occasionally donations to national charities of particular interest to Members.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£12	£13	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£10	£16	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£11	£26	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£10	£26	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£10	£9	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£7	£10	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£9	£22	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£6	£15	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£92	£9	£83	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£7	£8	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£7	£2	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£7	£10	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£8	£19	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£5	£1	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£8	£6	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£8	£5	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£64	£62	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£6	£3	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 61 years

charity@trinitylodge254.org

02476 501475

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes grants to organisations

Where it operates

Coventry City, Warwickshire,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

DAVID JOHN EVANS (Chair)

DR WILLIAM PATRICK WATSON Appointed: 2024

VICTOR WALTER KEENE MBE

Legal constitution

Charity registered in England & Wales on 08/11/1963, number: 216924

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Investment
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR11: 34 days late,

Main office

Dalecote House (Coventry Masonic Hall)
165 Warwick Road
COVENTRY
CV3 6AU

Objectives

TO APPLY BOTH THE CAPITAL AND INCOME OF THE BENEVOLENT FUND TO OR FOR THE BENEFIT OF DISTRESSED BROTHER MASONS THEIR WIDOWS AND CHILDREN OR TO OR FOR THE BENEFIT OF SUCH MASONIC CHARITIES OR OTHER CHARITABLE INSTITUTIONS SOCIETIES AND OBJECTS AS THE LODGE SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT

Defined Area of Benefit:

NOT DEFINED