THE LLOYD FOUNDATION
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.
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.
What the accounts disclose
“The Trust’s principal source of income continues to be derived from its investments. During the year total income amounted to £173,366” — page 6
“Approximately three years’ reserves are held to cover all beneficiaries, bursaries, transitional grants and operating costs.” — page 7
Trustees
- David Fitton CMG
- Niaz Shams Alam
- Pamela Rosemary Thomas
- SARAH BROUGHTON
- VALERIE MARIA SMART
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £173k | £422k |
| 31/08/2024 | £189k | £121k |
| 31/08/2023 | £186k | £116k |
| 31/08/2022 | £189k | £122k |
| 31/08/2021 | £171k | £169k |
Common questions
Is THE LLOYD FOUNDATION financially healthy?
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. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE A B CHARITABLE TRUST | 1 | £570k |
| THE HAPPY BABY COMMUNITY | 1 | £105k |
| THE LONDON MARATHON CHARITABLE TRUST LIMITED | 1 | £70k |
| THE BARROW CADBURY TRUST | 1 | £60k |
| THE STEWARTS LAW FOUNDATION | 1 | £33k |
| THE NATIONAL FOUNDATION FOR YOUTH MUSIC | 1 | £30k |
| GIVE A GIFT | 1 | £30k |
| THE LEGAL EDUCATION FOUNDATION | 1 | £10k |
Charities like this
- THE LLOYD PARK CHILDREN'S CHARITY
- Lloyd's of London Foundation
- THE LLOYD WILLIAMSON SCHOOLS FOUNDATION
- The London Foundation for Banking & Finance
- LLOYDS BANK FOUNDATION FOR ENGLAND & WALES
- SIR WILLIAM BOREMAN'S FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LLOYD FOUNDATION | £173k | — | 0 | unclear | — | no doubt |
| THE LLOYD PARK CHILDREN'S CHARITY | £4.4m | £60,001 - £70,000 | 4 | unclear | — | no doubt |
| Lloyd's of London Foundation | £1.5m | — | 0 | above | — | no doubt |
| THE LLOYD WILLIAMSON SCHOOLS FOUNDATION | £2.2m | — | 0 | below | — | noted |
| The London Foundation for Banking & Finance | £587k | — | 0 | above | — | no doubt |
| LLOYDS BANK FOUNDATION FOR ENGLAND & WALES | £29.6m | — | — | above | — | no doubt |