LLOYD'S BENEVOLENT FUND

Charity number: 207231
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

In house benevolent fund.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £419,000
Total expenditure: £387,000

People

11 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 22 November 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Kenneth Ohlson Chair 19 April 2016
None on record
Marianne Harvey Trustee 05 December 2023
None on record
Marcella McLean Trustee 05 December 2023
None on record
Shazia Deenally Trustee 09 November 2022
None on record
James Philip Cooper Trustee 09 March 2021
None on record
Ajay Gupta Trustee 17 August 2020
None on record
Andrew Groom Trustee 09 April 2019
None on record
CHARLES VERNON ASHFORD Trustee 06 November 2018
THE THREE ROOMS CHARITABLE TRUST
Received: On time
Sally Jane Coryn Trustee 06 November 2018
None on record
Mark Patrick Aylward Trustee 06 November 2018
None on record
Roger Sedgwick-Rough Trustee 15 November 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 31/12/2022 31/12/2023
Total gross income £354.89k £334.00k £302.00k £433.00k £419.00k
Total expenditure £523.27k £453.00k £361.00k £451.00k £387.00k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 06 October 2023 On Time
Accounts and TAR 31 December 2022 09 October 2023 On Time Download Open in new window
Annual return 30 September 2021 16 May 2022 On Time
Accounts and TAR 30 September 2021 16 May 2022 On Time Download Open in new window
Annual return 30 September 2020 28 April 2021 On Time
Accounts and TAR 30 September 2020 28 April 2021 On Time Download Open in new window
Annual return 30 September 2019 14 July 2020 On Time
Accounts and TAR 30 September 2019 14 July 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

RULES OF THE FUND FOUNDED 1829 as amended on 09 Nov 2021

Charitable objects

THE OBJECTS OF THE FUND ARE TO ASSIST ALL THOSE WHO HAVE THE RIGHT, OR WHO HAVE HAD THE RIGHT, OF ENTRY TO LLOYD'S AND THEIR STAFFS AND DEPENDANTS OR OTHERS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Lloyd's Benevolent Fund
Lloyd's
One Lime Street
London
EC3M 7HA
Phone:
02073276453
Email:
lloydsbenevolentfund@lloyds.com
Website:

No information available