BRISTOL MASONS' CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 22 September 1962
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £995,922
Latest expenditure: £796,789
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 12 Grove Road, Coombe Dingle, BRISTOL, BS9 2RQ

02 Activities

What the charity does

1. To make grants to Masons and / or their dependents who are living in reduced circumstances.2. To make grants to individuals at the discretion of the management Committee3. To make grants to other Registered Charities

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 4 June 2026
Date Accounts Received: 4 June 2026
Total Gross Income: £995,922
Total Gross Expenditure: £796,789

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 11 July 2025
Date Accounts Received: 11 July 2025
Total Gross Income: £358,442
Total Gross Expenditure: £464,746

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 22 May 2024
Date Accounts Received: 22 May 2024
Total Gross Income: £637,592
Total Gross Expenditure: £830,953

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 5 May 2023
Date Accounts Received: 5 May 2023
Total Gross Income: £791,639
Total Gross Expenditure: £770,483

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 12 October 2022
Date Accounts Received: 12 October 2022
Total Gross Income: £719,380
Total Gross Expenditure: £1,051,680

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 4 June 2026
Total Gross Income: £995,922
Total Gross Expenditure: £796,789
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 11 July 2025
Total Gross Income: £358,442
Total Gross Expenditure: £464,746
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 22 May 2024
Total Gross Income: £637,592
Total Gross Expenditure: £830,953
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 5 May 2023
Total Gross Income: £791,639
Total Gross Expenditure: £770,483
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 12 October 2022
Total Gross Income: £719,380
Total Gross Expenditure: £1,051,680
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 6

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 4 June 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 995875
Income Other: 47
Income Total Income And Endowments: 995922
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £655,985
Expenditure Charitable Expenditure: £140,804
Expenditure Other: 0
Expenditure Total: 796789
Expenditure Investment Management: 31831
Expenditure Grants Institution: 127323
Expenditure Governance: 2636
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 566015
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £7,531,204
Assets Total Fixed: 7022436
Assets Own Use: 250000
Assets Long Term Investment: 6772436
Defined Benefit Pension Scheme: 0
Assets Other Assets: £508,768
Assets Total Liabilities: £0
Assets Current Investment: 0
Assets Total Assets And Liabilities: £7,531,204
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 0
Assets Cash: £508,768
Funds Endowment: 0
Funds Unrestricted: 7531204
Funds Restricted: 0
Funds Total: 7531204
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 22 May 2024
Income Donations And Legacies: 2146
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 173010
Income Other: 462436
Income Total Income And Endowments: 637592
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £36,672
Expenditure Charitable Expenditure: £188,492
Expenditure Other: 605789
Expenditure Total: 830953
Expenditure Investment Management: 36672
Expenditure Grants Institution: 171839
Expenditure Governance: 1680
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 209854
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £200,000
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £6,559,392
Assets Total Liabilities: £0
Assets Current Investment: 250000
Assets Total Assets And Liabilities: £6,559,392
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 0
Assets Cash: £415,939
Funds Endowment: 0
Funds Unrestricted: 6559392
Funds Restricted: 0
Funds Total: 6559392
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 5 May 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 146
Income Investments: 167617
Income Other: 623876
Income Total Income And Endowments: 791639
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £640,110
Expenditure Charitable Expenditure: £130,373
Expenditure Other: 0
Expenditure Total: 770483
Expenditure Investment Management: 0
Expenditure Grants Institution: 111851
Expenditure Governance: 1972
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: -414592
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £120,000
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £6,399,546
Assets Total Liabilities: £0
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,399,546
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 0
Assets Cash: £609,300
Funds Endowment: 0
Funds Unrestricted: 6399546
Funds Restricted: 0
Funds Total: 6399546
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 12 October 2022
Income Donations And Legacies: 290
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 154815
Income Other: 564275
Income Total Income And Endowments: 719380
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £47,750
Expenditure Other: 1003930
Expenditure Total: 1051680
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1924
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £6,814,155
Assets Total Liabilities: £0
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,814,155
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 0
Assets Cash: £0
Funds Endowment: 0
Funds Unrestricted: 6814155
Funds Restricted: 0
Funds Total: 6814155
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bristol City
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

08 Official extract

Charity Event History

Charity Name: BRISTOL MASONS' CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-09-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: RULES AND REGULATIONS REVISED JANUARY 1950 as amended on 04 Apr 2022
Charitable Objects: 1. TO AFFORD RELIEF TO BRETHREN OR THEIR DEPENDANTS WHO ARE IN REDUCED CIRCUMSTANCES. 2. TO AFFORD TEMPORARY RELIEF TO DISTRESSED MASONS OR THEIR DEPENDANTS LIVING WITHIN BRISTOL BUT NOT HAVING QUALIFIED AS SUBSCRIBING MEMBERS OF A BRISTOL LODGE. 3. TO MAKE DONATIONS TO A RECOGNISED MASONIC CHARITY.
Area Of Benefit: NATIONAL

10 Official extract

Charity Other Names

Charity Name Id: 255304
Charity Name Type: Previous name
Charity Name: THE BRISTOL MASONIC BENEVOLENT INSTITUTION

11 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management