THE JAMES LLOYD ALMSHOUSES

Registered charity 218634 · accounts filings on the Charity Commission register

Provision of Almhouse accommodation to 31 Elderly women

Objects

(1) THE OBJECTS OF THE CHARITY ARE (A) THE RELIEF OF THOSE IN NEED BY REASON OF AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP FOR THE BENEFIT OF THE PUBLIC, BY THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; AND (B)SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEE DECIDES.(2) SUBJECT TO THE PROVISIONS OF CLAUSE 5 OF THE SCHEME, THE LAND IDENTIFIED IN THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEE FOR USE FOR THE OBJECTS OF THE CHARITY.

Area of benefit: CITY OF BIRMINGHAM

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

Causes: Accommodation/housing · website · Get email alerts

Latest income

£233k

Latest spending

£226k

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a surplus of £101,797 for the year ended 31 December 2025, driven by significant investment gains. The trustees report that current bank deposits total more than £165,000, which exceeds their stated policy of holding at least six months of expenditure in reserve.

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

What the accounts disclose

Largest income source: Income from charitable activities (90% of income)

“Income from charitable activities Residents' Maintenance Contribution 208,490”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: at last six months expenditure in reserve (held: £165k)

“The charity’s stated reserves policy is to hold at last six months expenditure in reserve, either in cash, or short-term deposit.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Trustees · trustee networks

James Lloyd Almshouses Trustee Ltd

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

Operates in: Birmingham City

Income and spending

Financial year end	Income	Spending
31/12/2025	£233k	£226k
31/12/2024	£249k	£219k
31/12/2023	£229k	£228k
31/12/2022	£213k	£170k
31/12/2021	£222k	£196k

Common questions

Is THE JAMES LLOYD ALMSHOUSES financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a surplus of £101,797 for the year ended 31 December 2025, driven by significant investment gains. The trustees report that current bank deposits total more than £165,000, which exceeds their stated policy of holding at least six months of expenditure in reserve. Its FY2025 accounts were independently examined.

Who funds THE JAMES LLOYD ALMSHOUSES?

Funders whose own accounts filings name THE JAMES LLOYD ALMSHOUSES as a grant recipient include THE EDWARD CADBURY CHARITABLE TRUST.

Known funders

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

Funder	Year	Amount	Purpose (as stated by the funder)
THE EDWARD CADBURY CHARITABLE TRUST	FY2024	£10k	Community Projects and Integration

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE JAMES CHARITIES.

THE JAMES CHARITIES income £519k
MANNING AND ANDERDON ALMSHOUSES income £109k
THE ANDROS ALMSHOUSE CHARITY income £225k
WILLIAM LOVETT'S ALMSHOUSE CHARITY income £491k
THE ABERFORD ALMSHOUSES income £177k
THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT income £103k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE JAMES LLOYD ALMSHOUSES	£233k	—	above	—	no doubt
THE JAMES CHARITIES FY2025	£519k	—	unclear	—	no doubt
MANNING AND ANDERDON ALMSHOUSES FY2025	£109k	—	unclear	—	no doubt
THE ANDROS ALMSHOUSE CHARITY FY2025	£225k	—	above	—	no doubt
WILLIAM LOVETT'S ALMSHOUSE CHARITY FY2025	£491k	—	unclear	—	no doubt
THE ABERFORD ALMSHOUSES FY2025	£177k	—	above	—	no doubt

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