THE LLOYD FOUNDATION

Registered charity 314203 · accounts filings on the Charity Commission register

Grants for any child over the age of 5 years of a father or mother who is a British Citizen and is in need of financial assistance to obtain British type education either overseas or in the UK whilst the family is living/working overseas.

Objects

(1) The objects of the charity are to advance the education of beneficiaries in such ways as the trustees think fit, including awarding to beneficiaries scholarships, bursaries, maintenance allowances or otherwise: (a) for study at any school, university or other educational establishment, either overseas or in the United Kingdom, approved by the trustees; or (b) to advance their education, to study music or other arts or to undergo training for any profession, trade or calling; (2) In respect of object (1) above, the trustees will have regard to promoting the education of beneficiaries in accordance with British educational principles and practice.

Area of benefit: SEE OBJECTS

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

Causes: Education/training · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity holds approximately £3.4 million in investment assets and maintains free reserves of £1,795,078, which the trustees consider appropriate to maintain the portfolio. The charity relies solely on investment income to fund its charitable activities and future commitments, with no fundraising undertaken. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

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.

• 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
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Trustees · trustee networks

• David Fitton CMG · trustee of 1 other charity
• Niaz Shams Alam
• Pamela Rosemary Thomas
• SARAH BROUGHTON
• VALERIE MARIA SMART

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Common questions

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 LLOYD PARK CHILDREN'S CHARITY.

• THE LLOYD PARK CHILDREN'S CHARITY income £4.4m
• Lloyd's of London Foundation income £1.5m
• Arden House income £2.2m
• The London Foundation for Banking & Finance income £587k
• LLOYDS BANK FOUNDATION FOR ENGLAND & WALES income £29.6m
• SIR WILLIAM BOREMAN'S FOUNDATION income £157k

Side by side with its peers

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