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The Charity Commission for Northern Ireland
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Belfast Masonic Widows Fund

  • Status

    Received: on time

  • Income

    £62.8K

  • Spending

    £62.2K

Charity no. 102661 Date registered. 01/06/2015

Public benefits

Public Benefit; The provisions of benefits to achieving the purpose of the Trust’s objectives are as follows; • To provide and afford in necessitous circumstances, financial assistance by means of grants of monies to eligible Freemasons or their families (wives, civil partners, sons, daughters, grandchildren) to include the dependants (widow, civil

partner, mother, daughters, sons, grandchildren) of deceased Freemasons for the relief and prevention of poverty and social exclusion. • The provision for such relief is based upon dependence of need as to warrant circumstance of annuity grant paid bi-annually to beneficiaries of the Trust in the months of April & September of each year or alternatively to provide immediate assistance by singular benefit award. • The provision of assistance by process of annuity award is to be assessed and administered in accordance to providing assistance on an ongoing basis subject to compliance of policy criterion based on consensual payment Bands and determined by method of ‘means test’ annually reviewed in the month of September of each year. • The provision of singular award to a beneficiary is based on dependence of short term necessity being ample to satisfy immediate requirements and to avoid deprivation of further decline into circumstance of poverty and/or social exclusion. • For the provision of all preventative measures relating to circumstance of poverty to offer guidance and provide direction to existing and potential beneficiaries in relation to entitlement of state benefits conducive to enhancing their improved general circumstances and preventing decline to poverty and social exclusion. • In providing relief to eligible beneficiaries the Trust aims to directly and indirectly assist family circumstances in aid of providing the means to prevent fuel poverty, food poverty and assist with household costs of rent, rates, home maintenance to include provision in assisting with replacement of defective household essentials and services. • The Trust aims to provide financial assistance to eligible beneficiaries through an effective support system to render assistance in cases of low income households and health issues pertinent to disability, social mobility, depression, stress, anxiety, loneliness and concurring associated circumstances pertaining to more serious life threatening illnesses. • To provide the widow and widower with the necessary financial support to meet the needs of maintaining a justified standard of living based on a consensual appraisal of a scaled cost of living assessment determined by the Trust on an annual basis in April of each year. • The provision of benefit recipiency afforded to support disadvantaged in work, unemployment, low-paid employment, income poverty; deprivation and exclusion from social services; housing assistance for the prevention of homelessness; to assistance with costs of home energy, travel, clothing, communication, special dietary requirements, associated household costs related to medical and health issues, and financial assistance to support the provision of proscribed medication not funded by the NHS. • The purposes of the Trust have no identifiable harm to the beneficiaries . • There is no private benefit to the Trustees of the Fund; there may be occasions to necessitate for incidental benefits in provision for training, good governance, public relations, research and legal advice to ensure continuance of benefit to the provision of the Funds beneficiaries. • The Trustees believe that the purposes of the Trust satisfy all elements of the public benefit requirements.

What your organisation does

•The purpose of the Trust is to afford assistance to needy, Freemasons or their families or the dependants of deceased Freemasons by grants of money or such other means as may be best suited to the needs of the applicants. •Annuity Grants are paid by two instalments in April and October of each year. To consider applications presented by Masonic

units within the operational jurisdiction of the Fund at the Stated Monthly Meetings of the Trust in January, February, March, April, May, September, October, November and December of each year. •In addition to the Stated Monthly Meetings, the Fund operates an emergency service throughout the year to provide for applications deemed to be of urgent requirement for immediate relief. •An award of annuity Grant or singular grant is assessed by dependence of circumstance in relation to need. Grants are based on scheduled valuations of Bands which are annually ratified at our AGM in April of each year; each Band has a Grant value allowance based on a schedule analysis assessed on levels of definable income. •Applications are considered by process of analysis and assurance that full entitlement of state benefits is being achieved in accordance with the financial social circumstance of the applicant. •The Fund will continue to offer guidance and provide direction to existing and/or potential beneficiaries in relation to entitlement of state benefits. •Applications are quantified by method of ‘means testing’ and ‘home visitation report’ to determine the financial circumstance and value of definable income associated with the living conditions, health and overall well-being of the applicant. •The circumstances of the beneficiaries are annually appraised by home visitation and report of annual review presented to the Committee in September of each year to determine and ratify necessity for continued assistance

The charity’s classifications

  • The prevention or relief of poverty
  • The relief of those in need by reason of youth, age, ill-health, disability, financial hardship or other disadvantage

Who the charity helps

  • Carers
  • Homelessness
  • Men
  • Mental health
  • Older people
  • Parents
  • Physical disabilities
  • Tenants
  • Unemployed/low income
  • Women

How the charity works

  • Disability
  • General charitable purposes
  • Grant making
  • Medical/health/sickness
  • Relief of poverty
  • Welfare/benevolent

Charity accounts & reports for financial year end 31 December 2023

Independent examiners report Charity accounts Trustee annual report

Charity accounts & reports for financial year end 31 December 2022

Independent examiners report Charity accounts Trustee annual report

Charity accounts & reports for financial year end 31 December 2021

Independent examiners report Charity accounts Trustee annual report

Charitable purposes

The objects of the Fund shall be deemed to afford assistance to needy, deserving, destitute, or indigent Freemasons or their families or the dependants of deceased Freemasons by grants of money or other such means as the General Committee may find best suited to the needs of the applicants.

Governing document

Trust Deed or Declaration of Trust

Other name

B.M.W.F
  • 4 Trustees
  • 0 Employees
  • 20 Volunteers

Contact details

Public address

  • Mr Billy Beattie, 49 Main Street, Ballyclare, Co Antrim, BT39 9AA

Trustee board

Trustee
Mr Robert Mervyn Cleland
Mr Harold Edward Bottomley
Mr Samuel George Nicholson
Mr James Morrow

List of regions

  • Antrim And Newtownabbey Borough Council
  • Ards And North Down Borough Council
  • Belfast City Council
  • Causeway Coast And Glens District Council
  • Lisburn And Castlereagh City Council
  • Mid And East Antrim Borough Council