LLOYD'S PATRIOTIC FUND

Registered charity 210173 · accounts filings on the Charity Commission register · Wikidata: Q6662229 · Wikipedia · also known as Lloyd's Veterans Charity

Lloyd's Patriotic Fund supports serving and ex-service members of the British Armed Forces and their families, with a particular focus on those who are disabled or facing poverty, illness and hardship.

Objects

PECUNIARY AID OR ASSISTANCE TO MEMBERS OF HER MAJESTY'S ARMED FORCES OR THEIR WIDOWS, ORPHANS, OR DEPENDENT RELATIVES AS THE TRUSTEES SHALL DECIDE ARE FITTING OBJECTS FOR SUCH AID, HAVING SPECIAL REGARD TO SUFFERINGS AND LOSSES ARISING DURING SERVICES IN ACTION. THE EDUCATION OF THE CHILDREN OF SUCH SERVICEMEN.(SEE CLAUSES 17 - 21 OF SCHEME OF 28TH MAY 1875).SURPLUS INCOME MAY BE APPLIED IN MAKING GRANTS TO ANY OF THE INSTITUTIONS REFERRED TO IN SCHEME OF 1875 OR INSTITUTIONS HAVING SIMILAR OBJECTS.

Area of benefit: NATIONAL

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 · Education/training · Disability · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity holds unrestricted reserves of £4,080,262, which significantly exceed its stated policy target of maintaining 2.5% of total assets in cash reserves. The accounts state that the financial statements are prepared on a going concern basis with no material uncertainties identified by the auditors. Although expenditure exceeded income by £24,271 for the year, the investment portfolio increased in value, supporting the charity's ability to meet its grant commitments.

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

What the accounts disclose

Accounts audited by TC Group. Discloses 5 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.

• 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
• Risk management
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Lloyd’s Veterans Charity (matched by registered charity number).

Structured financials (annual return, FY ending 31/12/2022)

Reported reserves equal ~3.7 months of spending — below the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (69% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 3.3% of total income — above the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• Edward Butlerchair
• Hannah Rowland
• James de Labilliere
• Jane Warren
• Joanna Scott
• Mark Keville
• Nicola West
• Nigel Somerville
• Sean McGovern
• Simon Maxwell
• Warren Clegg

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Lloyd's of London Foundation.

• Lloyd's of London Foundation income £7.3m
• THE VETERANS' FOUNDATION income £17.3m
• THE ROYAL BRITISH LEGION income £168.5m
• ROYAL ARTILLERY CHARITABLE FUND income £1.8m
• LLOYDS BANK FOUNDATION FOR ENGLAND & WALES income £29.6m
• ROYAL BRITISH LEGION POPPY FACTORY income £4.8m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.