THE JAMES LLOYD ALMSHOUSES

Charity number: 218634
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of Almhouse accommodation to 31 Elderly women

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £249,315
Total expenditure: £219,471

People

1 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

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 16 August 1963: 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:
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
James Lloyd Almshouses Trustee Ltd Trustee 20 April 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £208.33k £221.64k £212.65k £228.93k £249.32k
Total expenditure £148.64k £196.28k £169.69k £227.54k £219.47k
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 2024 07 May 2025 On Time
Accounts and TAR 31 December 2024 07 May 2025 On Time Download Open in new window
Annual return 31 December 2023 17 July 2024 On Time
Accounts and TAR 31 December 2023 17 July 2024 On Time Download Open in new window
Annual return 31 December 2022 19 July 2023 On Time
Accounts and TAR 31 December 2022 19 July 2023 On Time Download Open in new window
Annual return 31 December 2021 27 June 2022 On Time
Accounts and TAR 31 December 2021 27 June 2022 On Time Download Open in new window
Annual return 31 December 2020 23 June 2021 On Time
Accounts and TAR 31 December 2020 23 June 2021 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 DATED 20/04/2012

Charitable objects

(1) THE OBJECTS OF THE CHARITY ARE (A) THE RELIEF OF THOSE IN NEED BY REASON OF AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP FOR THE BENEFIT OF THE PUBLIC, BY THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; AND (B)SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEE DECIDES. (2) SUBJECT TO THE PROVISIONS OF CLAUSE 5 OF THE SCHEME, THE LAND IDENTIFIED IN THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEE FOR USE FOR THE OBJECTS OF THE CHARITY.

Area of benefit

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

CITY OF BIRMINGHAM

Contact information

Address:
219 HEATH ROAD
BIRMINGHAM
B30 1RU
Phone:
01214583398
Email:
enquiries@jameslloydtrust.org.uk
Website:

www.jameslloydtrust.org.uk Open in new window