TRUSTEE SAVINGS BANKS STAFF BENEVOLENT FUND

Charity number: 276303
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To relieve in cases of hardship or distress for the the following: Members, former members and retired members of present & former TSB Banks and Lloyds Bank plus other approved organizations Dependents of members of such individuals. Dependents of deceased members of such individuals. Persons maintained by deceased members of such individuals at the date of their death.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £37,182
Total expenditure: £93,561

People

4 Trustee(s)

5 Volunteer(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:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 17 August 1978: Standard registration
Organisation type:
Other
Other names:
  • LLOYDS AND TSB STAFF BENEVOLENT FUND (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • 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
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LAWSON JOHN COOMBES Chair
None on record
Emyr Morris Trustee 26 April 2023
None on record
Julian Unthank Trustee 30 April 2021
None on record
IAIN CALDWELL BRODIE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £64.88k £97.73k £125.13k £78.66k £37.18k
Total expenditure £48.03k £30.28k £25.49k £115.37k £93.56k
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 20 May 2024 On Time
Accounts and TAR 31 December 2023 20 May 2024 On Time Download Open in new window
Annual return 31 December 2022 10 October 2023 On Time
Accounts and TAR 31 December 2022 10 October 2023 On Time Download Open in new window
Annual return 31 December 2021 09 May 2022 On Time
Accounts and TAR 31 December 2021 09 May 2022 On Time Download Open in new window
Annual return 31 December 2020 14 May 2021 On Time
Accounts and TAR 31 December 2020 14 May 2021 On Time Download Open in new window
Annual return 31 December 2019 04 June 2020 On Time
Accounts and TAR 31 December 2019 04 June 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 ADOPTED 10/04/1986 AS AMENDED BY RESOLUTION DATED 13/04/2005 AS AMENDED BY RESOLUTION DATED 27/05/2009 AS AMENDED BY SCHEME DATED 23/02/2015 AS AMENDED BY RESOLUTION DATED 22/04/2015 as amended on 09 Oct 2024

Charitable objects

2.1 TO RELIEVE IN CASES OF HARDSHIP OR DISTRESS THE FOLLOWING CLASSES OF PERSONS BY THE MAKING OF GRANTS FROM MONIES RAISED BY DONATIONS, SUBSCRIPTIONS, LEGACIES AND INTEREST ON CAPITAL DERIVED THERE FROM: 2.1.1.1 MEMBERS AND RETIRED MEMBERS OF THE STAFFS OF THE HISTORIC TRUSTEE SAVINGS BANKS, SUBSIDIARY COMPANIES AND OTHER APPROVED ORGANISATIONS. 2.1.1.2 DEPENDANTS OF MEMBERS OF SUCH STAFF. 2.1.1.3 DEPENDANTS OF DECEASED MEMBERS OF SUCH STAFF. 2.1.1.4 PERSONS MAINTAINED BY DECEASED MEMBERS OF SUCH STAFF AT THE DATE OF THEIR DEATH. 2.1.2.1 MEMBERS AND RETIRED MEMBERS OF THE STAFFS OF THE TSB BANK PLC, ASSOCIATED COMPANIES AND OTHER APPROVED ORGANISATIONS. 2.1.2.2 DEPENDANTS OF MEMBERS OF SUCH STAFF. 2.1.2.3 DEPENDANTS OF DECEASED MEMBERS OF SUCH STAFF. 2.1.2.4 PERSONS MAINTAINED BY DECEASED MEMBERS OF SUCH STAFF AT THE DATE OF THEIR DEATH. 2.1.3.1 INDIVIDUALS WHO ARE OR WHO HAVE BEEN MEMBERS OF A TSB BANK PLC SPONSORED PENSION SCHEME. 2.1.3.2 DEPENDANTS OF MEMBERS OF SUCH RETIRED STAFF. 2.1.3.3 DEPENDANTS OF DECEASED MEMBERS OF SUCH RETIRED STAFF. 2.1.3.4 PERSONS MAINTAINED BY DECEASED MEMBERS OF SUCH RETIRED STAFF AT THE DATE OF THEIR DEATH. 2.1.4.1 MEMBERS AND RETIRED MEMBERS OF THE STAFF OF LLOYDS BANKING GROUP PLC, SUBSIDIARY COMPANIES AND OTHER APPROVED ORGANISATIONS. 2.1.4.2 DEPENDANTS OF MEMBERS OF SUCH STAFF. 2.1.4.3 DEPENDANTS OF DECEASED MEMBERS OF SUCH STAFF. 2.1.4.4 PERSONS MAINTAINED BY DECEASED MEMBERS OF SUCH STAFF AT THE DATE OF THEIR DEATH. 2.1.5.1 INDIVIDUALS WHO ARE OR WHO HAVE BEEN MEMBERS OF LLOYDS TSB PENSION SCHEME NO. 1 AND LLOYDS TSB PENSION SCHEME NO. 2. 2.1.5.2 DEPENDANTS OF MEMBERS OF SUCH RETIRED STAFF. 2.1.5.3 DEPENDANTS OF DECEASED MEMBERS OF SUCH RETIRED STAFF. 2.1.5.4 PERSONS MAINTAINED BY DECEASED MEMBERS OF SUCH RETIRED STAFF AT THE DATE OF THEIR DEATH. 2.1.6.1 INDIVIDUALS WHO ARE OR WHO HAVE BEEN MEMBERS OF LLOYDS BANKING GROUP YOUR TOMORROW SCHEMES. 2.1.6.2 DEPENDANTS OF MEMBERS OF SUCH RETIRED STAFF. 2.1.6.3 DEPENDANTS OF DECEASED MEMBERS OF SUCH RETIRED STAFF. 2.1.6.4 PERSONS MAINTAINED BY DECEASED MEMBERS OF SUCH RETIRED STAFF AT THE DATE OF THEIR DEATH.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Lavender Cottage
Orchard Lane
Kingsbury Episcopi
Somerset
TA12 6BA
Phone:
01935 825912
Email:
enquiries@lloydsandtsbstaffbenevolentfund.org.uk
Website:

lloydsandtsbstaffbenevolentfund.org.uk