THE W M AND B W LLOYD CHARITY

Registered charity 503384 · accounts filings on the Charity Commission register

The Trust is an endowed trust distributing the income in the Old Borough of Darwen in Lancashire.The Trust Deed restricts giving to the above area and to persons educated in the schools of Darwen. It can also benefit charitable organisations that benefit the people of Darwen but such grants are usually restricted to hospices and hospitals.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Religious Activities · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Latest income

£156k

Latest spending

£175k

Registered

1974

Accounts read

FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity's unrestricted reserves stood at £111,623, which the trustees retain to cover emergencies and ongoing grants. The charity reported total income of £151,501 and made grants totaling £164,697 during the year. The independent examiner confirmed that the accounts accord with accounting records and comply with the Charities Act 2011.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: none

“The major investments of the Trust are with the COIF Investment Funds which spreads the risk and they maintained a good level of income and capital growth.” — page 1

Per its FY2026 accounts as filed with the Charity Commission.

Reserves policy: one year’s income (held: £112k)

“The Trustees retain approximately one year’s income to cover emergencies and ongoing grants.” — page 2

Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Register events

Received assets from another charity (19/08/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (17/12/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

DOROTHY ELIZABETH PARSONS
JASON SLACK
John Nicholas Jacklin · trustee of 2 other charities
Kerry Weston · trustee of 1 other charity

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

Operates in: Blackburn With Darwen

Income and spending

Financial year end	Income	Spending
05/04/2026	£156k	£175k
05/04/2025	£148k	£180k
05/04/2024	£149k	£165k
05/04/2023	£142k	£201k
05/04/2022	£137k	£134k

Common questions

Is THE W M AND B W LLOYD CHARITY financially healthy?

Per its FY2026 accounts: The accounts state that the charity's unrestricted reserves stood at £111,623, which the trustees retain to cover emergencies and ongoing grants. The charity reported total income of £151,501 and made grants totaling £164,697 during the year. The independent examiner confirmed that the accounts accord with accounting records and comply with the Charities Act 2011. Its FY2026 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.

Funder	Similar charities funded	Amount to them
THE JULIA RAUSING TRUST	1	£2.5m
THE JOHN R. MURRAY CHARITABLE TRUST	1	£1.0m
THE MICHAEL MARKS CHARITABLE TRUST	1	£36k
THE ROTHERMERE FOUNDATION	1	£20k
THE T. S. ELIOT FOUNDATION	1	£16k
OLD POSSUM'S PRACTICAL TRUST	1	£10k
Friends of the Nations' Libraries	1	£6k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with LORD LEVERHULME'S CHARITABLE TRUST.

LORD LEVERHULME'S CHARITABLE TRUST income £965k
THE WORDSWORTH TRUST income £2.2m
THE LETCHWORTH CIVIC TRUST income £129k
GOWLING WLG (UK) CHARITABLE TRUST income £164k
THOMAS BROMWICH TRUST income £224k
THE EDWARD & CATHERINE WRAY CHARITABLE TRUST income £193k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE W M AND B W LLOYD CHARITY	£156k	—	0	unclear	—	no doubt
LORD LEVERHULME'S CHARITABLE TRUST FY2025	£965k	—	0	above	—	no doubt
THE WORDSWORTH TRUST FY2025	£2.2m	£60,001 - £70,000	—	unclear	—	no doubt
THE LETCHWORTH CIVIC TRUST FY2025	£129k	—	0	above	—	no doubt
GOWLING WLG (UK) CHARITABLE TRUST FY2025	£164k	—	0	unclear	—	no doubt
THOMAS BROMWICH TRUST FY2026	£224k	—	0	above	—	no doubt

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