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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:

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PROVINCE OF WEST LANCASHIRE

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  1. PROVINCE OF WEST LANCASHIRE Charity Provincial Charity Stewards 09 -2011

  2. 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

  3. 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

  4. Charity 2.1 Masonic Charitable Giving: There are Four National Masonic Charities; 1. The Freemasons’ Grand Charity– has two primary purposes: • 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) • Managing the Relief Chest Scheme: • Over 4,000 Individual Relief Chests holding £30.0 million Provincial Charity Stewards 09 -2011

  5. Charity 2.1 Masonic Charitable Giving: • The Masonic Samaritan Fund: Health and Care support for Freemasons and their dependants • Beneficiary of the 2010 Festival - £5.4 million • The Royal Masonic Benevolent Institution: • Caring for older Freemasons and their dependants • 17 Care Homes (Ecclesholme, The Tithebarn) • Respite Breaks • The Royal Masonic Trust for Girls and Boys (“RMTGB”): • Relieving Poverty, advancing education • Lifelites • Talent Aid Provincial Charity Stewards 09 -2011

  6. Charity Masonic Charitable Giving In 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 4750 Email:enquiries@westlancscharity.org.uk 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

  7. Charity Masonic Charitable Giving West 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

  8. 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

  9. West Lancashire Freemasons’ Charity

  10. Accounts for the Year Ended 31st March 2011

  11. 2011 2010 General Donations 201,332 60,813 Accounts 31st March 2011Total Income(Excluding 2010 Festival) Gift Aided Donations 57,713 40,585 Recovered Income Tax 16,728 11,447 Provincial Meetings 4,009 0 Legacies 47,986 245,942 Total Voluntary Income 327,318 358,787 225,691 214,053 Dividends Bank Interest 21,448 17,990 Other Income 3,931 3,757 Total Income 578,388 594,587

  12. Accounts 31st March 2011Investment Income(Excluding 2010 Festival)

  13. Accounts 31st March 2011Analysis of Total Income(Excluding 2010 Festival) Total Income £578,388

  14. 2011 2010 Rent – Hope St 5,906 7,875 Accounts 31st March 2011Total Overheads(Including 2010 Festival) Ground Rent, Rates and Water 4,301 0 Heating, Lighting and Insurance 2,374 0 Telephone 4,015 1,570 Postage, Stationery and Printing 12,753 14,517 Travelling Expenses 8,476 6,320 7,934 Computer Expenses 7,292 Office Refurbishment and Furniture 9,468 602 Legal Fees 0 400 Bank Charges 1,015 2,036 7,705 Other Expenses 5,793 Audit and Accountancy 4,225 5,013 Depreciation 8,513 0 Investment Management Fees 26,597 23,139 Total Overheads 102,640 75,199

  15. Accounts 31st March 2011Overheads Analysis(Including 2010 Festival) Total Overheads £102,640

  16. Accounts 31st March 2011Charitable Grants Helping the young….. ….. and the old

  17. 2011 2010 Accounts 31st March 2011Charitable Grants(Excluding 2010 Festival) Freemasons 181,460 158,140 Widows 208,402 241,255 Other Masonic 25,095 21,350 Masonic Organisations 0 10,000 Non Masonic Organisations 119,004 104,316 Total Grants 533,961 535,061

  18. Accounts 31st March 2010Charitable Grants Analysis(Excluding 2010 Festival) Total Charitable Grants £533,961

  19. Accounts 31st March 2011Charitable Grants Maximum Grant Available to Widow Claiming Grand Charity

  20. Masonic Charitable Grants per member £ 36.21p Accounts 31st March 2011Charitable Grants per Member Non-Masonic Charitable Grants per member £ 10.39p Total Charitable Grants per member £ 46.60p £ 24.37p Average donation to W.L.F.C per member Last year to pay the maximum support grant to a widow or to a distressed freemason we needed the average contributions of 77 members For every £1.00 given by lodges and members we gave £1.91 to charitable causes.

  21. Paramount Business Park Huyton

  22. Paramount Business ParkHuyton Purchased from legacies not lodge and member donations Cost £470,000 A modern, professional, efficient office for the largest Masonic 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

  23. No recovery in Interest Rates Prospects for2011 - 12 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 structure to introduce more and more Lodges to Gift Aid Envelope Schemes

  24. Existing Gift Aid Envelope Scheme simplified Giving by BrethrenInitiatives for 2011 - 12 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 :- giftaid@westlancscharity.org.uk

  25. and their members We need to restore the principle that the Charity should be the prime recipient of charitable effort by lodges. Giving 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 ? …………………………….

  26. 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 Why do we need the money ? 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%

  27. On average per lodge we need How much do we need for 2011 – 12 ? £1,000

  28. Helping those in need Help us to help them

  29. West Lancashire Freemasons’ CharityFree Glasses for Old England Night’sChorley Group test

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