THE JOHN MASON FAMILY TRUST
The Trust provides grants to charitable organisations that: (i) relieve poverty or financial hardship in a sustainable way (eg through education provision and infrastructure support); (ii) work to prevent or ameliorate illness through public education and awareness-raising; and (iii) promote religious harmony and community cohesion. It also supports the charitable works of the Church of England.
Objects
3.1 TO PREVENT OR RELIEVE POVERTY OR FINANCIAL HARDSHIP, WITH PARTICULAREMPHASIS ON SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES INTHE UK NORTH WEST, BY PROVIDING GRANTS TO ORGANISATIONS THAT ASSIST WITHEDUCATION, TRAINING AND OTHER FORMS OF SUPPORT NEEDED FOR THE GENERATIONOF SUSTAINABLE INCOME AND SELF-SUFFICIENCY.3.2 TO PREVENT OR IMPROVE THE TREATMENT OF MENTAL OR PHYSICAL ILLNESS THROUGHPUBLIC EDUCATION AND, BY CONDUCTING RESEARCH, TO IMPROVE THEEFFECTIVENESS OF PUBLIC EDUCATION IN PREVENTING ILLNESS AND IN IMPROVINGPOTENTIAL OUTCOMES THROUGH EARLY DIAGNOSIS.3.3 (A) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORKS OF THE CHURCH OFENGLAND FOR THE BENEFIT OF THE PUBLIC PARTICULARLY, BUT NOT EXCLUSIVELY, INTHE DIOCESE OF CHESTER.(B) TO SUPPORT ORGANISATIONS THAT PROMOTE RELIGIOUS HARMONY.
Financial health, per its FY2026 accounts
The accounts state that the Trust's work is almost entirely reliant on income from its founding endowment, which generated £37,012 in the year. The Trust reported an overall surplus of about £6k for the year, with unrestricted reserves standing at £29,909, which is above the stated practical target of retaining about £5k in cash.
What the accounts disclose
“The Trustees revisited the Reserves policy in 2015-16 and decided that there was no longer any need formally to maintain any specific level of reserves although it was likely that in practice about £5k (probably in cash) would be retained in the unrestricted fund.” — page 6
“The total of donations made by Trustees during the year was £2,000 (£1,000 in 2024-25).” — page 11
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Trustees
- John Philip Masonchair
- JOAN LINDA MASON
- Kirsty Elsa Mason
- RICK GATES
- Rebecca Kathleen Mason
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £40k | £35k |
| 31/03/2025 | £37k | £46k |
| 31/03/2024 | £37k | £52k |
| 31/03/2023 | £39k | £47k |
| 31/03/2022 | £37k | £42k |
Common questions
Is THE JOHN MASON FAMILY TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the Trust's work is almost entirely reliant on income from its founding endowment, which generated £37,012 in the year. The Trust reported an overall surplus of about £6k for the year, with unrestricted reserves standing at £29,909, which is above the stated practical target of retaining about £5k in cash. Its FY2026 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| NORFOLK COMMUNITY FOUNDATION | 1 | £20k |
Charities like this
- THE MANSON FAMILY CHARITABLE TRUST
- THE MASONS COMPANY CHARITABLE TRUST
- THE MASON TRUST
- The Johnson Family Charitable Trust
- JOHANSSON FAMILY FOUNDATION LIMITED
- THE DANSON FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JOHN MASON FAMILY TRUST | £40k | — | — | above | — | no doubt |
| THE MANSON FAMILY CHARITABLE TRUST | £38k | — | 0 | above | — | no doubt |
| THE MASONS COMPANY CHARITABLE TRUST | £93k | — | 0 | unclear | — | no doubt |
| THE MASON TRUST | £111k | — | 0 | unclear | — | no doubt |
| The Johnson Family Charitable Trust | £199k | — | 0 | above | — | no doubt |
| JOHANSSON FAMILY FOUNDATION LIMITED | £843k | — | 0 | unclear | — | no doubt |