Annual Review 2012
Message from the President It was an honour and a privilege to be appointed President of the Grand Charity in 2012. You know my refrain: the Grand Charity is a terrific force for good, but how can we make it even better? 2012 has been a landmark year with the Queen’s Jubilee and the Olympic and Paralympic Games. But alongside these joyous events, many people have experienced hardship, distress and financial problems. The Grand Charity considered over 2,000 applications in the year and I am pleased to report that the Charity responded appropriately, supporting Freemasons together with their families and dependants, with grants in excess of £5 million. As I hope you know, the Charity also supports the wider community by making non-Masonic grants which totalled £2.5 million in 2012. A highlight was a £250,000 donation to The Prince’s Trust to help young people into jobs and training. With youth unemployment an issue of concern to many people,
this is an especially worthwhile cause. A second highlight was the announcement that over £1 million has been given to Air Ambulance services since 2007. These services receive no government funding and save lives. Thirdly, our ongoing support of hospice services with £600,000 is a very popular cause and invaluable to those affected. Our grants to medical research have produced concrete results. There has been press comment about the development of a new drug, alemtuzumab, as a successful treatment for multiple sclerosis, in part sponsored by the Grand Charity. We have also continued to fund ground-breaking research into agerelated deafness, which is producing impressive results.
All these significant grants are possible only through the fundraising efforts of individual Freemasons, supported by wives, partners, family and friends. The Province of Cambridge, with only 52 Lodges, raised an inspirational £1.28 million for the 2012 Festival for the Grand Charity, truly a diamond achievement and surely the Masonic equivalent of Olympic gold. Our grateful thanks go to all those who contributed. So you should take pride in your achievements and we at the Grand Charity will strive to make 2013 even better.
Richard Hone, QC President of the Grand Charity
About Us Contents The Freemasons’ Grand Charity is a grant-making charity that supports: ◆ Freemasons and their dependants in financial need ◆ National charities, hospice services, air ambulance services and emergency relief work worldwide ◆ Other Masonic charities Over the last thirty years the Charity has helped thousands of Freemasons and their families, plus hundreds of other charitable causes with grants totaling over £100 million. The Charity also manages the Relief Chest Scheme, assisting the Craft to donate money to charity easily and tax effectively. The Charity is funded entirely by Freemasons and their families.
Message from the President
Masonic Relief Grants
Giving to Charities
8 – 15
Relief Chest Scheme
2012 Grants List
18 – 19
Grand Charity Annual Review 2012
Masonic Relief Grants Supporting Freemasons and their dependants in need The Freemasons’ Grand Charity provides assistance in situations of financial hardship. Grants are made towards: ◆ Essential daily living costs ◆ Unexpected needs (eg funeral bills, minor home repairs, or hardship faced following an accident, redundancy or other personal crisis)
The Grand Charity received an increased number of applications during 2012 and 1,825 grants were made in total. The Charity has noted a continued increase in applications from younger members as a result of loss of income and employment due to the economic crisis. However, the largest group of people assisted remains aged 60 and over, with 71% of applicants falling into this category. The Charity also assists hundreds of people who are no longer able to work due to illness and long-term health problems. No Freemason would like to think of his loved ones facing hard times and the Grand Charity is here to help ensure they do not have to. In 2012, £4.68m was approved in Masonic Relief Grants.
Pat’s story I’m starting to feel positive for the first time in years, and that’s all down to the Grand Charity and the help I’ve received from my fellow Masons.
I’ve been a Freemason for nearly thirty years but I have to admit – I didn’t have the first clue about what the Grand Charity did. But it isn’t until you find yourself in a difficult situation that you think about where to turn for help. Two years ago at 51 years of age I was made redundant. I’d worked for my company for over twenty-five years, but that made no difference when the economic crisis hit and it went bust. Over 300 people lost their jobs at the factory. My wife works part-time as a hairdresser, but her income hasn’t been enough to cover the mortgage and the rest of our bills. I’ve been looking for work since I was made redundant but there hasn’t been anything suitable. The usual story – I’m either over qualified or not qualified for the work available. I stopped going to Lodge meetings as I couldn’t afford to keep up, and as a result I got a call from my Almoner. We talked things over and he arranged to pop by and see me. When we met he explained in detail about the Masonic charities and advised me I might be eligible to receive help from the Grand Charity.
The Grand Charity recognises there has been an increase in members who have found themselves unemployed and struggling to find work. Remember – the Grand Charity is here to assist people, so please don’t wait to ask for help.
All of a sudden the name Grand Charity has taken on a new meaning – lifeline. We’ve received a grant that has helped us to cover most of our bills, a huge relief. I’ve recently started my own gardening business and I’m beginning to pick up jobs here and there. I’m starting to feel positive for the first time in years, and that’s all down to the Grand Charity and the help I have received from my fellow Masons. Thank you. Grand Charity Annual Review 2012
Masonic Relief Grants
Can we help you? If you receive means-tested support from the state you are likely to qualify for assistance. Any individual who feels they may be eligible should contact their Lodge Almoner, Provincial Grand Almoner or the Grand Charity office for further assistance. Applications are assessed against guidelines that take into account the income, expenditure and savings of the applicant. Changes to the benefits system are due to take place during 2013. If you have any questions with regard to how this may affect your eligibility, or would like further information about any of the topics discussed here, please contact the Masonic Relief Grants team on 020 7395 9293 / 9391 or visit www.grandcharity.org Transferred Beneficiaries Fund Since 2002, The Freemasonsâ€™ Grand Charity has managed the Transferred Beneficiaries Fund, which makes quarterly payments to former beneficiaries of the RMBI Annuity Fund. Although the Fund is now closed to new applicants, it continues to help a considerable number of people with small financial grants. Total payments made during the financial year amounted to ÂŁ504,323 with 458 beneficiaries still in receipt of payments.
In total, ÂŁ5.1m was approved to assist Freemasons and their dependants in 2012 .
Rachel’s story I thank Freemasonry for supporting my family when we needed it most.
Three years ago my husband Brian fell ill. We assumed it was nothing serious, but then we heard the word no one wants to hear – cancer. Our daughters were only 7 and 9, so between caring for Brian and looking after the girls I had no time or energy to keep up with my job as a PA. Brian had chemotherapy and radiation treatment and for a time we were filled with hope. Sadly though, Brian passed away earlier this year. He was only 43 years old. Bowel cancer robbed Brian of his life and has forever altered mine. Our loss of income put enormous pressure on us, and even though we got some help from the government it in no way compared to what Brian had earned. Fortunately, we received help from Brian’s Lodge Almoner, who had been visiting us regularly since he became ill. His Almoner spoke to me about the help available from the Masonic charities, such as financial support if we were struggling and extra assistance for the children.
Brian’s Almoner has seen situations similar to ours many times unfortunately, hard-working families robbed of their livelihoods by an unavoidable illness. The Grand Charity is able to assist families such as ours, and this year I received a grant to cover our daily living costs. I have managed to keep debt at bay and am now returning to work. I thank Freemasonry for helping my family when we needed it most. Brian was a passionate Mason until the end of his life, and it was extra comfort to him that we will continue to receive help if we need it.
Grand Charity Annual Review 2012
Giving to Charities
Minor grants: Up to £5,000 for the general funding of a small nationwide charity (with an income of around £1 million or less). Major grants: More than £5,000 for a special project or activity of a large nationwide charity (with an income of more than £1 million).
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Each year The Freemasons’ Grand Charity provides financial grants to support a number of different causes. In 2012, charities in England and Wales received a share of £2.5 million.
Funding is also given towards:
Grand Charity grants support:
For a full list of grants given in 2012, please see pages 18-19. If you would like further information regarding non-Masonic grants please visit www.grandcharity.org or telephone 020 7395 9314.
◆ Medical research ◆ Support for vulnerable people ◆ Youth opportunities
◆ Air ambulances and equivalent rescue services ◆ Hospice services ◆ Emergency grants for worldwide disaster relief
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This research will provide insight into how cancer cells protect themselves from being destroyed by the immune system. Better understanding of this could have an impact on future treatments for both pancreatic and other cancer types. It is thanks to your support that we are able to discover and develop new, more effective treatments. Thank you. Dr Harpal Kumar Chief Executive Cancer Research UK
Medical Research Cancer Research UK The funding of medical research is of real benefit to the wider community and is an important area of the Grand Charity’s grant-making programme. Since 1981, the Charity has donated over £8 million for this cause with £195,000 donated during 2012. 2012 is the first year the Grand Charity has joined together with the Masonic Samaritan Fund to support medical research. The two charities donated £100,000 in total to Cancer Research UK to fund research into pancreatic cancer at Bart’s Hospital, London. The research focuses on the ‘tumour microenvironment’: the normal, healthy cells and tissues that support the growth of tumours. The microenvironment includes cells from our immune system, which would normally protect us from disease. However, in this case they have been controlled by the cancer cells to help them. The research team is working on ways to re-educate these cells so that they don’t support the cancer cells. If the research is successful it could not only have an immediate treatment effect, but a lasting protective effect against the cancer returning. More than 8,000 people in the UK die of pancreatic cancer each year and only 4% survive for more than five years. It is to be hoped that this research will lead to positive changes in these statistics.
Senior Nurse Manager, Richie Birch, was diagnosed with pancreatic cancer in 2009 and is passionate about research into the disease. “It has been three years since my treatment of surgery and chemotherapy, and happily I am still cancer free. But I lost my mother and a close friend to pancreatic cancer so I know how devastating the disease is. I am delighted to hear of anything that helps further our understanding of pancreatic cancer.”
Grand Charity Annual Review 2012
Youth Opportunities The Prince’s Trust The Grand Charity aims to help young people achieve a better life and realise their potential. £566,000 was donated to this cause during 2012.
The projects included:
The Prince’s Trust received a grant of £250,000 during 2012, demonstrating the Grand Charity’s commitment to helping unemployed young people access education and jobs. The Prince’s Trust gives practical and financial support, developing key workplace skills such as confidence and motivation. It works with 13 to 30 year olds who have struggled at school, have been in care, are longterm unemployed or have been in trouble with the law.
xl – works with teachers to help young people who are struggling; preventing exclusions, improving grades and giving them the skills they need to find a job.
The £250,000 grant was divided equally, distributing £5,000 to a designated project within every Provincial and Metropolitan Grand Lodge.
Get into – provides skills & qualifications through vocational courses, eg Get into Construction, Get into Hospital Services.
Team – a personal development programme for unemployed young people to help them into work. Emily’s story: Emily’s start in life was not easy. At just 12 years old she became her mother’s carer when her mother became permanently disabled following a violent crime. Emily and her mother then moved in with Emily’s grandparents, but Emily was struggling to deal with what had happened and became physically and verbally abusive. At 13, she was on the verge of being excluded from
With more than a million young people out of work, there is a danger that a generation of young talent could go to waste. We help disadvantaged young people to realise what we know they are capable of. We are very grateful to the Grand Charity for their generous grant, it is making a huge difference to vulnerable young lives in the UK today.
school when sadly her mother died. Emily was Martina Milburn referred to Chief Executive of The Prince’s Trust the Prince’s Trust’s xl club, which helped her to develop skills to cope with her mother’s death. She found a safe environment to develop social skills, build relationships and support others. Emily now works with the school to help other children tackle their truancy problems and has organised fundraising events and other enterprise initiatives.
Youth Opportunities Barnardo’s Barnardo’s received £50,000 to fund the salary of a project worker at Plymouth BASE. The project works with young people aged 10 – 18 who are at risk of, or have experienced, sexual exploitation. The project worker provides support for the young people affected, as well as advice and information for parents and case workers.
We really appreciate the support The Freemasons’ Grand Charity has given our new Plymouth BASE project, helping us to establish a service that provides vital assistance to vulnerable children and young people at risk of, or already experiencing sexual exploitation- thank you. Anne Marie Carrie Chief Executive of Barnardo’s
Jen’s story: “Life was terrible growing up. My mum’s always been in abusive relationships where men raped and hit her. When I was 12, I started staying out all night, I’d had enough of home. I got raped. It was my brother’s friend. He spiked my drink and then it happened. I got flashbacks so I took drugs to block them out. On evenings out men would buy drugs for me, and want sex in return. I was scared of saying no because I was on my own.
I wanted to die. I slit my throat and took overdoses. I started getting support from Barnardo’s when I was 16. My project worker, Lisa, would pick me up from the Bed and Breakfast where I was living, take me out for food and to talk about things. About the risks of sexual exploitation, what I’d been through in the past, ways to keep safe and deal with the flashbacks. Lisa sat there and listened. I had no one before that, no one to talk to. Barnardo’s is the only
one that helped. If they hadn’t come along, I’d probably be dead by now because I was in a really bad state. Now I feel I want more in life, to get a good job as a support worker, helping young people like me. Lisa’s supporting me to make that happen.”
Grand Charity Annual Review 2012
Support for Vulnerable People
Help for Heroes & Combat Stress The Grand Charity aims to help people in a variety of difficult situations, for example: serious illness, disability, homelessness, poverty and deprivation. Nearly £1 million has been donated in support of vulnerable people in 2012. Freemasons have a long tradition of supporting ex-members of the Armed Services and both Help for Heroes and Combat Stress received grants during 2012. Combat Stress received £55,000 to help fund its community outreach service. The outreach service provides multi-disciplinary teams, including psychiatric nurses and mental health specialists, and ensures ex-service personnel suffering from psychological trauma can receive timely and effective treatment, advice and support.
Help for Heroes received £50,000 to help fund the development of therapeutic gardens at four recovery centres for injured and sick service personnel and veterans. Residents are using the grant to design and build the gardens which will provide horticultural vocational training and therapeutic areas, as well as producing food.
He lp for He roe s
We are delighted to have been awarded such a generous grant from the Grand Charity. These funds are much-needed and will go a long way to helping us transform the lives of mentally and physically wounded Armed Forces Veterans around the UK. Andrew Cameron RN Chief Executive of Combat Stress
Support for Vulnerable People CLIC Sargent
Thomas’s story: Thomas is nine years old. He was diagnosed with a brain tumour when he was just four years old and has since been operated on three times and had chemotherapy for 18 months. His mum, Louise Pennell, said: “We met Jane, our CLIC Sargent key worker specialist nurse, as soon as Thomas was diagnosed with cancer. She’s a fantastic nurse. When your child is diagnosed with cancer it is scary, and you sometimes want to pretend that everything will be better, but Jane keeps you focused on reality and helps you through it. She’s approachable, knowledgeable and brilliant with Tom.
CLIC Sargent has received £50,000 to fund the salaries of two part-time specialist cancer nurses in Cornwall. The nurses help coordinate their patient’s clinical care to reduce the number of visits they have to make to hospital, ensuring as much treatment can be delivered at home as possible. This means less time travelling to and from hospital, less time spent away from school and friends and, crucially, more time with their families. There are eighteen specialist cancer treatment centres for children in England, and the closest one to Cornwall is in Bristol. With treatment lasting up to three years, families sometimes have to travel thousands of miles to and from Bristol to get their children the treatment they need. Specialist nurses alleviate the need for this, and over the last year the CLIC Sargent team in Devon and Cornwall helped over 150 families.
During treatment there’s lots of support from the consultants and other staff at the hospital, but after treatment ends you have to adjust to living with a child with cancer, and that’s where Jane has been invaluable. Tom doesn’t need a doctor, but we still need support, so rather than go to the GP it’s great to have Jane, who knows his history and completely understands what we need.” Grand Charity Annual Review 2012
Giving to Charities Air Ambulance services 2012 marks the giving of more than £1 million in total donations for air ambulance services since 2007. Every air ambulance charity in England and Wales has received funding.
We are delighted to once again be supported by The Freemasons’ Grand Charity. Donations such as this really do make a huge difference. Heléna Holt Chief Executive of Devon Air Ambulance Trust
These charities are considered to be the busiest voluntary emergency services in the country. Operating almost entirely from donations, air ambulance services save thousands of lives each year by getting doctors to patients in emergency situations as quickly as possible. In 2012, each Provincial and Metropolitan Grand Lodge was given £4,000 to present to an air ambulance or similar rescue service in its region, with a total of £192,000 distributed. In regions where no air ambulances operate, the Grand Charity has supported other rescue services, including Channel Islands Air Search, the RNLI and St John Ambulance. A video presentation detailing over £1 million for air ambulance services is available to view at www.grandcharity.org
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During our 12 years of operation the Masonic groups in our area have been enormously supportive of the service. It is particularly nice to know that The Freemasons’ Grand Charity values the work we do and their generosity is very much appreciated. Lynda Brislin Chief Executive North West Air Ambulance
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Giving to Charities Hospice services In 2012, a further £600,000 was distributed amongst 239 hospice services, bringing the total to £9.9 million. Since 1984, The Freemasons’ Grand Charity has funded hospice services, supporting the ongoing compassionate care – physical, social and spiritual – they give to patients and their families. Freemasons are passionate about supporting hospices because the help and care they provide to people at emotionally difficult times is invaluable. Hospice services aim to ease pain and trauma through kindness, comfort and understanding, as well as by providing exceptional medical care. Each year grants are available for all hospice services in England and Wales that receive less than 60% of their income from the National Health Service. Hospice grants are awarded for running costs only and no contributions are made to capital appeals – this means the money goes directly to caring.
Grand Charity Annual Review 2012
Relief Chest Scheme Transforming Masonic Charitable Giving Operated and financed by The Freemasons’ Grand Charity, the Relief Chest Scheme supports the fundraising activities of recognised Masonic orders by providing a simple and effective way to give to charity. The Relief Chest Scheme reduces the demands on members responsible for fundraising, by claiming Gift Aid tax relief on all qualifying donations, and providing efficient administration and record-keeping services. The Relief Chest Scheme also ensures that all legislative and statutory compliance is met. The Freemasons’ Grand Charity also ensures a favourable rate of interest earned on donations held. Relief Chest funds are intended to be used for donations to registered charities/recognised charitable causes or individuals in distress.
Since its inception, the Relief Chest Scheme has made great strides in establishing itself as a real centre of excellence in support of charity. Initiatives such as the Gift Aid Envelope scheme – which has raised an additional £5 million for charitable causes since 2005 – have enabled the Relief Chest Scheme to grow from strength to strength. Further information about the Relief Chest Scheme and its many benefits can be found at www.grandcharity.org or by contacting the team on 020 7395 9246.
Relief Chest Scheme in 2012: ◆ £8.19 million donated to charitable causes through the Scheme ◆ £0.785 million reclaimed in Gift Aid tax relief ◆ Over 4,450 Chest Holders ◆ £1.01 million raised through Gift Aid Envelope Scheme ◆ Average number of monthly Gift Aid tax reclaims: 24,220 ◆ Average number of monthly donations into the Scheme: 31,110
Financial Summary Income 2012:
CHARITABLE SUPPORT Expenditure 2012:
Relief Chest Fund
Relief Chest Fund
Annual Contributions: 23.4% (£3.71m)
Donations: 48.4% (£7.66m)
Donations/Festivals/Legacies: 24.1% (£3.81m)
Investment: 1.4% (£0.23m)
Masonic Grants (including refunds): 26.3% (£4.60m)
Donations from Relief Chests: 46.8% (£8.19m)
Non-Masonic Grants: 14.4% (£2.52m)
Total Support Costs: 9.6% (£1.67m)
Investment: 0.9% (£0.14m)
ransferred T Beneficiaries Fund Investment: 1.8% (£0.28m) Total: £15.83m
Transferred Beneficiaries Fund (TBF) Payments: 2.9% (£0.50m)
The financial information in this Annual Review is based on the unaudited draft management accounts for the year-ended 30 November 2012 and summarises the key sources of the Grand Charity’s income and how it has used its resources in the year. The full audited Annual Report and Accounts will be considered for approval at the AGM on 12 June 2013 when copies will be available on the Grand Charity’s website: www.grandcharity.org Grand Charity Annual Review 2012
2012 Grants List MEDICAL RESEARCH: £195,000 Autistica £25,000 salary of a family liaison & database manager researching into siblings and autism Cancer Research UK £50,000 research into pancreatic cancer, focusing on cells and tissues that support growth of tumours Diabetes UK £60,000 research aiming to expand knowledge of active specific immunotherapy and develop new biomarkers to track immune response, payable over 2 years
Huntington Disease Association £25,000 regional care advisory service
Chailey Heritage School £25,000 construction of a life skills centre for young people with complex disabilities
I Can £18,000 project supporting primary school children who struggle with speech and language skills
Changing Faces £30,000 salary of children’s practitioner, to help young people whose lives are affected by conditions, marks or scars that alter their appearance, payable over 2 years
Independent Age £30,000 advice service for older people
CLIC Sargent £50,000 salary of two part-time specialist nurses in Cornwall, payable over 2 years
Jubilee Sailing Trust £25,000 bursary scheme for disabled people to join a Tall Ship crew Living Paintings Trust £12,000 catalogue of Touch to See books for pre-school children
International Spinal Research Trust £25,000 development of the enzyme chondroitinase, for use in clinical trials with spinal cord injury patients
Combat Stress £55,000 community outreach teams to support ex-service personnel with mental health problems
Keele University £35,000 research into preventing age-related hearing loss
Dementia UK £90,000 salary of a chief nurse, who will develop training for specialist dementia nurses, payable over 2 years
SUPPORTING VULNERABLE PEOPLE: £782,000
Dogs for the Disabled £25,000 PAWS service for children with autism
Rainbow Trust Children’s Charity £30,000 salary of family support worker, to help families where a child has a life-threatening illness
Emmaus UK £30,000 salary of membership services director
Rett UK £22,000 Family Guide publication for families who have a child with Rett syndrome
Help for Heroes £50,000 development of therapeutic gardens at four recovery centres for wounded, sick and injured service personnel
Sense £25,000 salary of family support worker to assist deafblind people
Action on Addiction £30,000 M-PACT service for families affected by adult addiction Addington Fund £15,000 affordable housing with workshops, for ex-tenant farmers Breast Cancer Care £50,000 range of services supporting people with secondary cancer, payable over 2 years
Calvert Trust Kielder £25,000 bursaries for severely disabled adults to attend activity centres
Music in Hospitals £30,000 live concerts for older people in healthcare settings PHAB £10,000 residential outdoor activity courses for disabled young people
Total: £7,757,758 Special Olympics UK £25,000 salary of volunteer development manager
The Prince’s Trust £250,000 work-related activities for disadvantaged young people
EMERGENCY GRANTS FOR DISASTER RELIEF: £30,000
TB Alert £25,000 project raising awareness of the rising prevalence of tuberculosis
Tomorrow’s People £90,000 work-related training programme for disadvantaged young people, payable over 3 years
Flooding and landslides in the Philippines £15,000 British Red Cross
Young Minds £30,000 support services for young people with mental health problems YOUTH OPPORTUNITIES: £566,000 Barnardo’s £50,000 salary of a project worker at Barnardo’s sexual exploitation service, payable over 2 years Buttle UK £60,000 development of the Quality Mark for Care Leavers in higher education, payable over 2 years CHICKS £16,000 salary of a supervisor at residential retreats for disadvantaged children Children our Ultimate Investment UK £25,000 Teens and Toddlers programme Depaul UK £25,000 youth homelessness prevention work Outward Bound £30,000 bursary scheme enabling disadvantaged young people to participate in adventure activity courses
OTHER GRANTS: £952,000 Air Ambulances £192,000 22 air ambulance and equivalent rescue services Hospice Services £600,000 239 hospices Matched Funding £55,000 11 Provincial Grand Lodges participated in 2012 Minor Grants £100,000 grants of £5,000 or less to 46 smaller charities Religious Buildings £5,000 Peterborough Cathedral
Flooding in Fiji £5,000 South West Pacific Group of Lodges Flooding in West Wales £10,000 Provincial Grand Lodge of West Wales NON-MASONIC GRANTS TOTAL: £2,525,000 MASONIC RELIEF TOTAL: £5,188,358 *Assistance for individuals in financial need: £4,684,035 *TBF payments: £504,323 *NOT including refunds OTHER MASONIC GRANTS: £44,400 RMBI: £44,400 TOTAL GRANT EXPENDITURE: £7,757,758
Street League £20,000 A-Z Academy Programme (change lives through football) Grand Charity Annual Review 2012
Thank you to all those who have supported The Freemasons’ Grand Charity
The Freemasons’ Grand Charity 60 Great Queen Street London WC2B 5AZ Tel: 020 7395 9261 Fax: 020 7395 9295 Email: firstname.lastname@example.org Website: www.grandcharity.org Facebook: The Freemasons’ Grand Charity
Twitter: The Grand Charity
Registered Charity No. 281942
This review is based on activities during the period December 2011 to November 2012. Date of publication: March 2013
Grand President: HRH The Duke of Kent KG Deputy Grand President: Peter Lowndes Vice Grand President: Iain Ross Bryce TD, DL President: Richard Hone QC Deputy President: Ian Johnson Treasurer: Roderic Mitchell Chief Executive: Laura Chapman Secretary: Richard Camm-Jones