TM Masonic Charitable Foundation Investment Fund

Analysis

TM Masonic Charitable Foundation Investment Fund is a registered charity in England and Wales, based in Po19 1up. It was registered in September 2018, 8 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it other charitable activities.

In the financial year ending March 2026, TM Masonic Charitable Foundation Investment Fund reported income of £4.0m and spending of £4.8m, spending 118% of what it took in. Across the 5 years on record, from March 2022 to March 2026, income fell from £4.3m to £4.0m (-4.8%), an average of -1.2% a year. The sharpest change came in the year to March 2023, when income rose by 18%. Over the whole period it spent 116% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, TM Masonic Charitable Foundation Investment Fund sits at the 98th percentile: it is larger than about 98% of them. Against every charity in England and Wales with reported income it ranks in the 98th percentile. Charities of a similar size with the same main cause include Disrupt Foundation (£4.0m), Myristica Trust (£4.1m) and Age Concern Bromley (£3.9m).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.