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 2024
Total income: £425,000
Total expenditure: £466,000
People
10 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
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
- 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
10 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Simon Andrew Charles White JP | Trustee | 18 November 2025 |
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| Marianne Harvey | Trustee | 05 December 2023 |
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| Marcella McLean | Trustee | 05 December 2023 |
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| Shazia Deenally | Trustee | 09 November 2022 |
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| James Philip Cooper | Trustee | 09 March 2021 |
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| Ajay Gupta | Trustee | 17 August 2020 |
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| Andrew Groom | Trustee | 09 April 2019 |
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| Sally Jane Coryn | Trustee | 06 November 2018 |
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| Mark Patrick Aylward | Trustee | 06 November 2018 |
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| CHARLES VERNON ASHFORD | Trustee | 06 November 2018 |
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Financial history
Financial period end date
| Income / Expenditure | 30/09/2020 | 30/09/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £334.00k | £302.00k | £433.00k | £419.00k | £425.00k | |
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Total expenditure | £453.00k | £361.00k | £451.00k | £387.00k | £466.00k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 2024 | 11 September 2025 | On time | |
| Accounts and TAR | 31 December 2024 | 11 September 2025 | On time | Download Open in new window |
| 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 |