THE CHARLES LLOYD FOUNDATION

Registered charity 235225 · accounts filings on the Charity Commission register · also known as THE LLOYD TRUST

To defray the future cost of building, enlarging, modernising, repairing, decorating buildings belonging to the Roman Catholic Church in the trust area; the advancement of the religion in the trust area; and the promotion and advancement of music, either religious or secular, for public appreciation or in or towards National Catholic Charities operating in the trust Area.

Objects

1. IN OR TOWARDS THE COST OF BUILDING, ENLARGING, IMPROVING, MODERNISING, REPAIRING, DECORATING AND REBUILDING CATHEDRALS, CHURCHES, CHAPELS, PRESBYTERIES AND PRIEST HOUSES BELONGING TO THE ROMAN CATHOLIC CHURCH, IN THE AREA OF BENEFIT. 2. IN OR TOWARDS THE ADVANCEMENT OF RELIGION. 3. IN OR TOWARDS THE PROMOTION AND ADVANCEMENT OF MUSIC EITHER RELIGIOUS OR SECULAR FOR PUBLIC APPRECIATION OR IN OR TOWARDS NATIONAL CATHOLIC CHARITIES OPERATING IN THE TRUST AREA.

Area of benefit: ROMAN CATHOLIC DIOCESE OF WREXHAM AND MENEVIA.

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

Causes: Religious Activities · Get email alerts

Registered contact address: Wrexham, Wales (from the postcode on the register)

Latest income
£96k
Latest spending
£85k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity incurred an overall loss on investments of £64,266, resulting in a net deficit of £52,761 for the year. Despite this loss, the charity holds total net assets of £2,621,241, comprising a permanent endowment fund of £2,383,714 and designated funds of £237,527. The trustees confirm they have adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Related-party transaction: Payments to Quilter Cheviot for investment management; Mr R C A Thorn was an executive director until retirement.
“Mr R C A Thorn, a trustee, was also an executive director of Quilter Cheviot, the Charity’s investment managers until his retirement on 31 March 2025. The amounts paid to Quilter Cheviot are disclosed in note 7 and are at a commercial rate and allowable under the trust deed.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 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.

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.

Self-declared on the annual return for the financial year ending 05/04/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

  • Grant-making is its main activity

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

Trustees · trustee networks

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

Operates in: Carmarthenshire · Ceredigion · Denbighshire · Gwynedd · Isle Of Anglesey · Pembrokeshire · Powys · Wrexham

Income and spending

Financial year endIncomeSpending
05/04/2025£96k£85k
05/04/2024£85k£66k
05/04/2023£79k£55k
05/04/2022£73k£41k
05/04/2021£64k£54k

Common questions

Is THE CHARLES LLOYD FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity incurred an overall loss on investments of £64,266, resulting in a net deficit of £52,761 for the year. Despite this loss, the charity holds total net assets of £2,621,241, comprising a permanent endowment fund of £2,383,714 and designated funds of £237,527. The trustees confirm they have adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.

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 THE C L LOYD CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE CHARLES LLOYD FOUNDATION£96k—0unclear—no doubt
THE C L LOYD CHARITABLE TRUST FY2025£64k—0unclear—no doubt
LEEDS DIOCESAN TRUST FY2026£13.3m——above—no doubt
LATYMER CHRISTIAN FELLOWSHIP TRUST FY2025£104k—0above—no doubt
THE CHARLES LANE TRUST FY2024£55k—0unclear—no doubt
THE LOTUS CHILDRENS FOUNDATION FY2026£447k—0unclear—no doubt

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