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BRISTOL MASONS' CHARITY

Registered charity 206528 · accounts filings on the Charity Commission register · also known as THE BRISTOL MASONIC BENEVOLENT INSTITUTION

1. To make grants to Masons and / or their dependents who are living in reduced circumstances.2. To make grants to individuals at the discretion of the management Committee3. To make grants to other Registered Charities

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · Get email alerts

Latest income
£996k
Latest spending
£797k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted general funds with net assets of £7,531,204, derived from investment assets and cash. The trustees maintain a medium-high risk investment strategy to achieve long-term capital growth and income, noting awareness of potential market risks. Grants paid totaled £138,168, which was below the year's total income of £171,801, indicating current operational sustainability.

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

What the accounts disclose

Largest income source: Investment income (100% of income)
“In 2025 total income from investments was £171,754 (2024: £176,604) and the Charity made a gain of £765,982 (2024: gain of £260,190) on investments held.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan to Freemasons of Bristol Limited
“Included in other monetary assets is a loan of £250,000 (2024: £250,000) to Freemasons of Bristol Limited. Four Directors of the company, A Rosengren, R Lewis, T Brunton and J Davis are either Trustees of Bristol Masons’ Charity or hold a permanent position on its Management Committee. The loan is repayable on the sale of 31 Park Street, Bristol and Bristol Masons’ Charity has waived its rights to any historical interest on this loan.” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Freemasons of Bristol Limited
“Included in other monetary assets is a loan of £250,000 (2024: £250,000) to Freemasons of Bristol Limited.” — page 10
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Corporate structure

FREEMASONS OF BRISTOL LIMITED — latest Companies House iXBRL filing (balance sheet 2025-12-31)
  • Equity: £-80k
  • Average employees: 12
FREEMASONS OF BRISTOL LIMITED — per its own Companies House accounts

    Structured financials (annual return, FY ending 31/12/2025)

    Total income
    £996k
    Total spending
    £797k
    Cost of raising funds
    £656k
    Reserves (reported)
    £7.5m
    Employees
    0

    Reported reserves equal ~113.4 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

    Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

    Per its annual return, cost of raising funds: 65.9% of total income — above the 90th percentile for charities its size (median 4.9%) (benchmarks).

    Trustees · trustee networks

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

    Operates in: Bristol City

    Income and spending

    Financial year endIncomeSpending
    31/12/2025£996k£797k
    31/12/2024£358k£465k
    31/12/2023£638k£831k
    31/12/2022£792k£770k
    31/12/2021£719k£1.1m

    Common questions

    Is BRISTOL MASONS' CHARITY financially healthy?

    Per its FY2025 accounts: The accounts state that the charity holds unrestricted general funds with net assets of £7,531,204, derived from investment assets and cash. The trustees maintain a medium-high risk investment strategy to achieve long-term capital growth and income, noting awareness of potential market risks. Grants paid totaled £138,168, which was below the year's total income of £171,801, indicating current operational sustainability. Its FY2025 accounts were independently examined.

    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.

    FunderSimilar charities fundedAmount to them
    THE KNIGHTLAND FOUNDATION1£80k
    SF FOUNDATION1£33k

    Charities like this

    Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BRIDGEND MASONIC LODGES CHARITABLE TRUST.

    Side by side with its peers

    CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
    BRISTOL MASONS' CHARITY£996k—0unclear—no doubt
    THE BRIDGEND MASONIC LODGES CHARITABLE TRUST FY2024£145k—0unclear—no doubt
    THE WEST WALES GRAND CHARITY FY2025£198k—0unclear—no doubt
    CHESHIRE FREEMASONS' CHARITY FY2025£232k—0unclear—no doubt
    RICHARD HENRY HOLMES MASONIC BENEVOLENT FUND FY2025£218k—0unclear—no doubt
    OXFORDSHIRE MASONIC CHARITY FY2026£88k—0above—no doubt

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