Date post: | 03-Jan-2016 |
Category: |
Documents |
Upload: | norman-patrick |
View: | 23 times |
Download: | 0 times |
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.
Provincial Charity Stewards 09 -2011
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
Provincial Charity Stewards 09 -2011
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
Provincial Charity Stewards 09 -2011
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
Provincial Charity Stewards 09 -2011
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
Provincial Charity Stewards 09 -2011
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
Provincial Charity Stewards 09 -2011
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
Provincial Charity Stewards 09 -2011
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
(Excluding 2010 Festival)
£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
(Excluding 2010 Festival)
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
Accounts 31st March 2011Charitable Grants
(Excluding 2010 Festival)
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
(Excluding 2010 Festival)
Total Charitable Grants £533,961
Widows, 208,402, 39%
Other Masonic,
£25,095, 5%
Non Masonic, £119,004,
22%
Freemasons, £181,460,
34%
Accounts 31st March 2011Charitable Grants
£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