Charity Accounts Intelreading the accounts so you don’t have to

THE DAVID & CHRISTINE LLOYD-JONES FOUNDATION

Registered charity 1192499 · accounts filings on the Charity Commission register

Please note the Charity does not accept external appeals.

Objects

THE OBJECTS ARE TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Get email alerts

Latest income
£72k
Latest spending
£654k
Registered
2020
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's unrestricted funds decreased from £4,957,725 to £4,448,549 due to net expenditure exceeding investment income. The trustees report that the investment portfolio performed satisfactorily and that resources are adequate to meet ongoing obligations, with no material uncertainties regarding going concern identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: one year’s administrative and professional expenses but excluding grant commitments (held: £4.4m)
“They have decided to build up a pot of reserves equivalent to one year’s administrative and professional expenses but excluding grant commitments.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Administration and legal fees paid to Higgs LLP, where one trustee and the secretary are partners.
“One of the Trustees and the secretary to the Trustees are partners at Higgs LLP. During the period administration fees of £13,140 (2024 - £12,000) and legal fees of £62,728 (2024 - £30,871) were paid to Higgs LLP.” — page 20
“One of the Trustees is a director of Wychbury Lee. During the period accountancy fees of £11,460 (2024 - £7,080) were charged by Wychbury Lee.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Accountancy fees charged by Wychbury Lee, where one trustee is a director.
“One of the Trustees and the secretary to the Trustees are partners at Higgs LLP. During the period administration fees of £13,140 (2024 - £12,000) and legal fees of £62,728 (2024 - £30,871) were paid to Higgs LLP.” — page 20
“One of the Trustees is a director of Wychbury Lee. During the period accountancy fees of £11,460 (2024 - £7,080) were charged by Wychbury Lee.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Structured financials (annual return, FY ending 05/04/2022)

Total income
£5.4m
Total spending
£181k
Cost of raising funds
£22k
Reserves (reported)
£30k
Employees
0

Per its annual return, cost of raising funds: 0.4% of total income.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£72k£654k
05/04/2024£121k£128k
05/04/2023£72k£424k
05/04/2022£5.4m£181k

Common questions

Is THE DAVID & CHRISTINE LLOYD-JONES FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity's unrestricted funds decreased from £4,957,725 to £4,448,549 due to net expenditure exceeding investment income. The trustees report that the investment portfolio performed satisfactorily and that resources are adequate to meet ongoing obligations, with no material uncertainties regarding going concern identified. Its FY2025 accounts were independently examined.