THE LLOYD FOUNDATION

Charity number: 314203
Charity reporting is up to date (22 days late)

Charity overview

Activities - how the charity spends its money

Grants for any child over the age of 5 years of a father or mother who is a British Citizen and is in need of financial assistance to obtain British type education either overseas or in the UK whilst the family is living/working overseas.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £185,734
Total expenditure: £115,734

People

5 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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 23 October 1972: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Pamela Rosemary Thomas Trustee 24 June 2021
None on record
Niaz Shams Alam Trustee 03 December 2020
None on record
David Fitton CMG Trustee 01 October 2018
UNITED KINGDOM - JAPAN 21ST CENTURY GROUP
Received: On time
SARAH BROUGHTON Trustee 07 December 2017
None on record
VALERIE MARIA SMART Trustee 01 September 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £180.91k £165.73k £170.70k £188.92k £185.73k
Total expenditure £181.53k £234.92k £169.26k £122.39k £115.73k
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 August 2023 22 July 2024 22 days late
Accounts and TAR 31 August 2023 22 July 2024 22 days late Download Open in new window
Annual return 31 August 2022 11 June 2023 On Time
Accounts and TAR 31 August 2022 11 June 2023 On Time Download Open in new window
Annual return 31 August 2021 24 May 2022 On Time
Accounts and TAR 31 August 2021 25 May 2022 On Time Download Open in new window
Annual return 31 August 2020 16 June 2021 On Time
Accounts and TAR 31 August 2020 16 June 2021 On Time Download Open in new window
Annual return 31 August 2019 09 February 2020 On Time
Accounts and TAR 31 August 2019 09 February 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 DATED 01 OCT 2001 AS AMENDED ON 03 DEC 2015 as amended on 03 Dec 2020

Charitable objects

(A) TO ADVANCE THE EDUCATION OF BENEFICIARIES IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING AWARDING TO BENEFICIARIES SCHOLARSHIPS, BURSARIES, MAINTENANCE ALLOWANCES OR OTHERWISE: (I) FOR STUDY AT ANY SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT EITHER OVERSEAS OR IN THE UK APPROVED BY THE TRUSTEES; OR (II) FOR TRAVEL TO ADVANCE THEIR EDUCATION TO STUDY MUSIC OR OTHER ARTS OR TO UNDER TRAINING FOR ANY PROFESSION TRADE OR CALLING (B) TO ADVANCE EDUCATION BY AWARDING BURSARIES FOR STUDY AT ANY UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO TEACHING MEMBERS OF STAFF OF SCHOOLS OUTSIDE THE UK CONDUCTED IN ACCORDANCE WITH BRITISH EDUCATIONAL PRINCIPLES AND PRACTICE; (C) TO ASSIST ANY PERSON EMPLOYED BY THE FORMER ENGLISH SCHOOL CAIRO FOR AT LEAST FIVE YEARS OR AT THE TIME OF ITS CLOSURE AND WHO IS IN NEED HARDSHIP OR DISTRESS BY THE PROVISION OF A GRATUITY PENSION OR OTHER SUCH ASSISTANCE.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
Milsted Langdon Llp
Winchester House
Deane Gate Avenue
TAUNTON
Somerset
TA1 2UH
Phone:
07598444255
Email:
secretary@thelloydfoundation.org.uk
Website:

www.thelloydfoundation.org.uk Open in new window