LLOYD'S PATRIOTIC FUND

Charity number: 210173
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Lloyd's Patriotic Fund supports serving and ex-service members of the British Armed Forces and their families, with a particular focus on those who are disabled or facing poverty, illness and hardship.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £464,000
Total expenditure: £214,000

People

10 Trustee(s)

Employees with total benefits over £60,000

No information available

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
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 05 March 1963: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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
Edward Butler Chair 30 January 2019
None on record
Jane Warren Trustee 28 February 2025
None on record
Nicola West Trustee 22 October 2024
None on record
Warren Clegg Trustee 27 August 2024
None on record
Mark Keville Trustee 20 August 2024
None on record
Sean McGovern Trustee 01 January 2024
None on record
James de Labilliere Trustee 13 July 2023
None on record
Simon Maxwell Trustee 21 February 2023
None on record
Duncan Welham Trustee 28 June 2017
None on record
Air Commodore Wendy Rothery Trustee 14 June 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2019 30/06/2020 30/06/2021 31/12/2022 31/12/2023
Total gross income £381.97k £441.00k £470.00k £579.00k £464.00k
Total expenditure £105.70k £348.00k £185.00k £400.00k £214.00k
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
Income - Donations and legacies N/A N/A N/A £401.00k N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £178.00k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £378.00k N/A
Expenditure - Raising funds N/A N/A N/A £19.00k N/A
Expenditure - Governance N/A N/A N/A £0 N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £19.00k N/A
Expenditure - Other N/A N/A N/A £3.00k 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 16 September 2024 On Time
Accounts and TAR 31 December 2023 16 September 2024 On Time Download Open in new window
Annual return 31 December 2022 29 August 2023 On Time
Accounts and TAR 31 December 2022 29 August 2023 On Time Download Open in new window
Annual return 30 June 2021 07 April 2022 On Time
Accounts and TAR 30 June 2021 16 May 2022 16 days late Download Open in new window
Annual return 30 June 2020 28 April 2021 On Time
Accounts and TAR 30 June 2020 28 April 2021 On Time Download Open in new window
Annual return 30 June 2019 11 March 2020 On Time
Accounts and TAR 30 June 2019 11 March 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.

SCHEME OF 28TH MAY 1875. HIGH COURT SCHEME OF 10TH MARCH 1958. SCHEMES OF 6/2/63 ,24/1/68, 17/10/79 AND 28/6/04

Charitable objects

PECUNIARY AID OR ASSISTANCE TO MEMBERS OF HER MAJESTY'S ARMED FORCES OR THEIR WIDOWS, ORPHANS, OR DEPENDENT RELATIVES AS THE TRUSTEES SHALL DECIDE ARE FITTING OBJECTS FOR SUCH AID, HAVING SPECIAL REGARD TO SUFFERINGS AND LOSSES ARISING DURING SERVICES IN ACTION. THE EDUCATION OF THE CHILDREN OF SUCH SERVICEMEN.(SEE CLAUSES 17 - 21 OF SCHEME OF 28TH MAY 1875).SURPLUS INCOME MAY BE APPLIED IN MAKING GRANTS TO ANY OF THE INSTITUTIONS REFERRED TO IN SCHEME OF 1875 OR INSTITUTIONS HAVING SIMILAR OBJECTS.

Area of benefit

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

NATIONAL

Linked charities

Linked charities
Linked charity 210173-4 EDWIN HAMPSON MACKINTOSH FUND
Governing document
WILL PROVED 7TH MARCH 1916 AND LETTER DATED 23RD OCTOBER 1916 AS AMENDED BY RESOLUTION DATED 20 JAN 2021
Charitable objects
PECUNIARY AID OR ASSISTANCE TO MEMBERS OF HER MAJESTY'S ARMED FORCES OR THEIR WIDOWS, ORPHANS, OR DEPENDENT RELATIVES AS THE TRUSTEES SHALL DECIDE ARE FITTING OBJECTS FOR SUCH AID, HAVING SPECIAL REGARD TO SUFFERINGS AND LOSSES ARISING DURING SERVICES IN ACTION AND/OR THE EDUCATION OF THE CHILDREN OF SUCH SERVICEMEN AND WOMEN.
Area of benefit
NATIONAL
Registration history
  • 05 March 1963 : Standard registration

Contact information

Address:
LLOYD'S
ONE LIME STREET
LONDON
EC3M 7HA
Phone:
02073275484
Email:
responsiblebusiness@lloyds.com
Website:

https://www.lloyds.com/about-lloyds/responsible-business/community-involvement/lloyds-patriotic-fund Open in new window