CCEW Charity Commission profile

MASONIC SAMARITAN FUND

Registered charity 1130424 · organisation 4045262

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
30 June 2009
Removed
Not supplied
Company number supplied
06876310
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,352,000
Latest expenditure
£5,797,000
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: FREEMASONS HALL, 60 GREAT QUEEN STREET, LONDON, WC2B 5AZ

Website recorded by the regulator: www.mcf.org.uk (displayed as text)

02 Activities

What the charity does

Taking over the activities of the former unincorporated body registered as Charity No 1001298: the provision of medical assistance, support, treatment, care or advice to Freemasons, their wives, children or dependants, or the widows, children or dependants of deceased Freemasons.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
18 September 2025
Date Accounts Received
18 September 2025
Total Gross Income
£1,352,000
Total Gross Expenditure
£5,797,000
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
4 October 2024
Date Accounts Received
4 October 2024
Total Gross Income
£1,133,000
Total Gross Expenditure
£13,132,000
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
23 January 2024
Date Accounts Received
23 January 2024
Total Gross Income
£1,138,000
Total Gross Expenditure
£11,238,000
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
6 October 2022
Date Accounts Received
6 October 2022
Total Gross Income
£708,000
Total Gross Expenditure
£12,461,000
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
13 October 2021
Date Accounts Received
13 October 2021
Total Gross Income
£1,034,000
Total Gross Expenditure
£15,090,000

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
18 September 2025
Total Gross Income
£1,352,000
Total Gross Expenditure
£5,797,000
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
4 October 2024
Total Gross Income
£1,133,000
Total Gross Expenditure
£13,132,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£52,000
Income From Government 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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
23 January 2024
Total Gross Income
£1,138,000
Total Gross Expenditure
£11,238,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
6 October 2022
Total Gross Income
£708,000
Total Gross Expenditure
£12,461,000
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
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
13 October 2021
Total Gross Income
£1,034,000
Total Gross Expenditure
£15,090,000
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
0

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
18 September 2025
Income Donations And Legacies
973000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
379000
Income Other
0
Income Total Income And Endowments
1352000
Income Legacies
927000
Income Endowments
0
Expenditure Raising Funds
£29,000
Expenditure Charitable Expenditure
£5,768,000
Expenditure Other
0
Expenditure Total
5797000
Expenditure Investment Management
3000
Expenditure Grants Institution
31000
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
-94000
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
£0
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£0
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£0
Funds Endowment
0
Funds Unrestricted
0
Funds Restricted
0
Funds Total
0
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
4 October 2024
Income Donations And Legacies
522000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
611000
Income Other
0
Income Total Income And Endowments
1133000
Income Legacies
471000
Income Endowments
0
Expenditure Raising Funds
£39,000
Expenditure Charitable Expenditure
£13,093,000
Expenditure Other
0
Expenditure Total
13132000
Expenditure Investment Management
15000
Expenditure Grants Institution
30000
Expenditure Governance
0
Expenditure Support Costs
1912000
Expenditure Depreciation
0
Gain Loss Investment
47000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,539,000
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,767,000
Assets Total Liabilities
£3,228,000
Assets Current Investment
7312000
Assets Total Assets And Liabilities
£4,539,000
Creditors One Year Total Current
3083000
Creditors Falling Due After One Year
145000
Assets Cash
£145,000
Funds Endowment
0
Funds Unrestricted
4539000
Funds Restricted
0
Funds Total
4539000
Count Employees
0
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
23 January 2024
Income Donations And Legacies
669000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
469000
Income Other
0
Income Total Income And Endowments
1138000
Income Legacies
617000
Income Endowments
0
Expenditure Raising Funds
£136,000
Expenditure Charitable Expenditure
£11,102,000
Expenditure Other
0
Expenditure Total
11238000
Expenditure Investment Management
118000
Expenditure Grants Institution
288000
Expenditure Governance
0
Expenditure Support Costs
1622000
Expenditure Depreciation
0
Gain Loss Investment
-147000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£16,491,000
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£18,886,000
Assets Total Liabilities
£2,395,000
Assets Current Investment
18047000
Assets Total Assets And Liabilities
£16,491,000
Creditors One Year Total Current
1966000
Creditors Falling Due After One Year
429000
Assets Cash
£635,000
Funds Endowment
0
Funds Unrestricted
16491000
Funds Restricted
0
Funds Total
16491000
Count Employees
0
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
6 October 2022
Income Donations And Legacies
420000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
288000
Income Other
0
Income Total Income And Endowments
708000
Income Legacies
352000
Income Endowments
0
Expenditure Raising Funds
£203,000
Expenditure Charitable Expenditure
£12,258,000
Expenditure Other
0
Expenditure Total
12461000
Expenditure Investment Management
121000
Expenditure Grants Institution
490000
Expenditure Governance
0
Expenditure Support Costs
1673000
Expenditure Depreciation
0
Gain Loss Investment
912000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£26,738,000
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£30,013,000
Assets Total Liabilities
£3,275,000
Assets Current Investment
26467000
Assets Total Assets And Liabilities
£26,738,000
Creditors One Year Total Current
2945000
Creditors Falling Due After One Year
330000
Assets Cash
£3,429,000
Funds Endowment
0
Funds Unrestricted
26738000
Funds Restricted
0
Funds Total
26738000
Count Employees
0
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
13 October 2021
Income Donations And Legacies
472000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
562000
Income Other
0
Income Total Income And Endowments
1034000
Income Legacies
383000
Income Endowments
0
Expenditure Raising Funds
£301,000
Expenditure Charitable Expenditure
£14,789,000
Expenditure Other
0
Expenditure Total
15090000
Expenditure Investment Management
220000
Expenditure Grants Institution
559000
Expenditure Governance
0
Expenditure Support Costs
1338000
Expenditure Depreciation
0
Gain Loss Investment
5407000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£37,572,000
Assets Total Fixed
11874000
Assets Own Use
0
Assets Long Term Investment
11874000
Defined Benefit Pension Scheme
0
Assets Other Assets
£27,960,000
Assets Total Liabilities
£2,262,000
Assets Current Investment
25527000
Assets Total Assets And Liabilities
£37,572,000
Creditors One Year Total Current
1970000
Creditors Falling Due After One Year
292000
Assets Cash
£2,253,000
Funds Endowment
0
Funds Unrestricted
37572000
Funds Restricted
0
Funds Total
37572000
Count Employees
0
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance

08 Official extract

Charity Event History

Charity Name
MASONIC SAMARITAN FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2009-06-30T00:00:00
Charity Name
MASONIC SAMARITAN FUND
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2011-06-21T00:00:00
Assoc Organisation Number
1001298
Assoc Registered Charity Number
1001298
Assoc Charity Name
MASONIC SAMARITAN FUND

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 14 APRIL 2009 AS AMENDED BY SPECIAL RESOLUTIONS ON 23 JUNE 2009 AND 23 SEPTEMBER 2010.AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 01 APR 2016 as amended on 13 Dec 2018
Charitable Objects
3. The objects for which the Company is established are to advance health and relieve those in need (whether financially or otherwise) by reason of their ill-health or disability, in particular but without limitation by –3.1. The provision of medical assistance, support, treatment, care or advice to Beneficiaries*, in particular (but not exclusively) by3.1.1. The payment (in whole or in part) of the costs of medical or dental treatment, and/or3.1.2. The payment (in whole or in part) of the costs of respite care, and/or3.1.3. The provision of medical equipment and/or apparatus, and/or3.1.4. The commissioning or funding of research and the dissemination of the useful results of such research, provided that any research will only be commissioned or funded by the Company where there is an anticipated benefit to the Beneficiaries**The "Beneficiaries" are Freemasons, the wives or husbands (or widows or widowers as the case may be) or the children, grandchildren or Dependants or Partners of Freemasons or deceased Freemasons
Area Of Benefit
UNDEFINED. IN PRACTICE, NATIONAL.