JOHN BRISTOW AND THOMAS MASON TRUST

Registered charity 1075971 · accounts filings on the Charity Commission register

To provide grants and loans to the residents of Charlwood, Lowfield Heath and Hookwood.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£107k

Latest spending

£206k

Registered

1999

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £88,824, which is below the trustees' stated policy target of £20,000 to £30,000. The charity reported a net movement in funds of £82,923, driven by investment gains offsetting charitable expenditure. The trustees confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment Income (79% of income)

“Listed Investment Income 85,262”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: £20,000 to £30,000 (held: £89k)

“that it is right to keep about £20,000 to £30,000 in reserve as this approximates to four months outgoings and this is the amount required to ensure that the Trust can be run efficiently and to meet grant applications without delay.” — page 25

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Grant to dependant of Trustee Mr C Peters

“One educational grant of £4,500 was paid in the year to a dependant of a Trustee, Mr C Peters. The grant was determined in the normal course of the Trust’s business and agreed by reference to the standing objects of the Trust; the Trustee declared an interest in the application and took no active part in the consideration and approval of the grant concerned. There was one similar related party transaction in the prior year, also for £4,500.” — page 21

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Kreston Reeves Audit LLP. Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

Elizabeth Dalychair
Bjorn Harris · trustee of 1 other charity
CHRISTOPHER LEONARD PETERS
Davida Hall
Dawn Traynor
MR R PARKER · trustee of 1 other charity
Matthew Hill
Nick Howarth
Rev Susan Lepp

Trustee list from the Charity Commission register (current, not historical).

Operates in: Surrey

Income and spending

Financial year end	Income	Spending
30/09/2025	£107k	£206k
30/09/2024	£117k	£117k
30/09/2023	£108k	£112k
30/09/2022	£94k	£131k
30/09/2021	£81k	£77k

Common questions

Is JOHN BRISTOW AND THOMAS MASON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £88,824, which is below the trustees' stated policy target of £20,000 to £30,000. The charity reported a net movement in funds of £82,923, driven by investment gains offsetting charitable expenditure. The trustees confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Kreston Reeves Audit LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
NORFOLK COMMUNITY FOUNDATION	1	£20k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THOMAS BROMWICH TRUST.

THOMAS BROMWICH TRUST income £224k
THE MASON TRUST income £111k
BRISTOL MASONS' CHARITY income £996k
RICHARD HENRY HOLMES MASONIC BENEVOLENT FUND income £218k
THE BRIDGEND MASONIC LODGES CHARITABLE TRUST income £145k
BRIAN AND JILL MOSS CHARITABLE TRUST income £255k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
JOHN BRISTOW AND THOMAS MASON TRUST	£107k	—	unclear	—	no doubt
THOMAS BROMWICH TRUST FY2026	£224k	—	above	—	no doubt
THE MASON TRUST FY2025	£111k	—	unclear	—	no doubt
BRISTOL MASONS' CHARITY FY2025	£996k	—	unclear	—	no doubt
RICHARD HENRY HOLMES MASONIC BENEVOLENT FUND FY2025	£218k	—	unclear	—	no doubt
THE BRIDGEND MASONIC LODGES CHARITABLE TRUST FY2024	£145k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.