THE LLOYD WILLIAMSON SCHOOLS FOUNDATION
Upper School ages 10-19
Financial health, per its FY2023 accounts
The accounts state that the charity reported a net incoming resource surplus of £564,610 for the year ended 31 March 2023, bringing total unrestricted funds to £736,086. However, the trustees and auditors highlight a material dependency on a significant donor, noting that without this support the charity would have incurred a loss. The trustees maintain a reserves policy of six months' expenditure, equating to £625,618, and the current unrestricted reserves exceed this target.
What the accounts disclose
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Andrew Gohl
- Lisa Lofdahl
- Noreen Hallbery
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.2m | £1.8m |
| 31/03/2024 | £2.0m | £1.9m |
| 31/03/2023 | £2.1m | £1.5m |
| 31/03/2022 | £1.7m | £1.5m |
Common questions
Is THE LLOYD WILLIAMSON SCHOOLS FOUNDATION financially healthy?
Per its FY2023 accounts: The accounts state that the charity reported a net incoming resource surplus of £564,610 for the year ended 31 March 2023, bringing total unrestricted funds to £736,086. However, the trustees and auditors highlight a material dependency on a significant donor, noting that without this support the charity would have incurred a loss. The trustees maintain a reserves policy of six months' expenditure, equating to £625,618, and the current unrestricted reserves exceed this target. Its FY2023 accounts were audited by Harris Lacey and Swain.