THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE
The Library and Museum houses one of the worlds leading collections of Masonic books, artefacts and ephemera.
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST [1]. WITHOUT PREJUDICE TO THE BELOW MENTIONED SUB-CLAUSE 3.2 TO PROVIDE MAINTAIN MANAGE UPKEEP AND IMPROVE A MUSEUM AND LIBRARY FOR THE EDUCATION AND BENEFIT OF THE GENERAL AND TO COLLECT MAINTAIN PRESERVE CONSERVE DISPLAY AND MAKE AVAILABLE TO THE GENERAL PUBLIC FOR RESEARCH AND EDUCATION THE ARCHIVES RECORDS PRINTED MATERIAL REGALIA JEWELS AND ARTEFACTS FREEMASONRY. [2]. TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL OF THE TRUST FUND FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE COUNCIL MAY IN THEIR ABSOLUTE DISCRETION THINK FIT BUT SUBJECT TO SUCH APPROVALS OR OR CONSENTS AS MAY FOR THE TIME BEING BE PRESCRIBED BY LAW OR IN THE REGULATIONS HEREINAFTER REFERRED TO PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.
Financial health, per its FY2025 accounts
The accounts state that the charity holds free reserves of £784,887, which complies with its stated policy of maintaining reserves at half of annual expenditure. However, the financial statements are prepared on a basis other than going concern because the trustees intend to transfer all activities and assets to a new legal entity within 12 months. Consequently, the current legal entity will cease all trading activity upon this anticipated transfer.
What the accounts disclose
“The Council has a policy of maintaining reserves at half of annual expenditure.” — page 8
“as this transfer is anticipated to occur withing 12 months of the signing of these accounts, the accounts are prepared on a basis other than a going concern.”
Policies the charity declares
- Complaints handling
- Conflicting interests
- Investment
- Risk management
- Volunteer management
Structured financials (annual return, FY ending 31/01/2025)
Trustees
- James WP Campbellchair
- David Mackay Blair
- Dr Richard Andrew Berman
- Jonathan Charles Whitaker DL
- Melanie Aspey
- Philip Francis Norman
- Robin Max Fellerman
- Thomas James William Milner
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £916k | £914k |
| 31/01/2024 | £610k | £844k |
| 31/01/2023 | £607k | £939k |
| 31/01/2022 | £1.1m | £1.0m |
| 31/01/2021 | £1.0m | £1.3m |
Common questions
Is THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds free reserves of £784,887, which complies with its stated policy of maintaining reserves at half of annual expenditure. However, the financial statements are prepared on a basis other than going concern because the trustees intend to transfer all activities and assets to a new legal entity within 12 months. Consequently, the current legal entity will cease all trading activity upon this anticipated transfer. Its FY2025 accounts were audited by Crowe U.K LLP.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 01/04/2004 | £46k | "Hall and Tavern" |
| The National Lottery Heritage Fund | 13/06/2002 | £66k | "Antients and Moderns - Documents from the First Century of Freemasonry" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| LONDON TRANSPORT MUSEUM FRIENDS | 1 | £822k |
| THE JULIA RAUSING TRUST | 1 | £761k |
| THE MASTER CHARITABLE TRUST | 1 | £733k |
| KUSUMA TRUST UK | 1 | £130k |
| JOHN ELLERMAN FOUNDATION | 1 | £25k |
| THE FINNIS SCOTT FOUNDATION | 1 | £750 |
Charities like this
- OXFORDSHIRE MASONIC CHARITY
- THE GRAND CHARITY
- LONDON TRANSPORT MUSEUM LIMITED
- RICHARD HENRY HOLMES MASONIC BENEVOLENT FUND
- GRAND CHARITABLE TRUST OF THE ORDER OF WOMEN FREEMASONS
- Libraries Connected
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE | £916k | — | 0 | above | — | not going concern |
| OXFORDSHIRE MASONIC CHARITY | £88k | — | 0 | above | — | no doubt |
| THE GRAND CHARITY | £804k | — | 0 | unclear | — | no doubt |
| LONDON TRANSPORT MUSEUM LIMITED | £19.9m | — | — | unclear | — | no doubt |
| RICHARD HENRY HOLMES MASONIC BENEVOLENT FUND | £218k | — | 0 | unclear | — | no doubt |
| GRAND CHARITABLE TRUST OF THE ORDER OF WOMEN FREEMASONS | £107k | — | 0 | unclear | — | no doubt |