THE W M AND B W LLOYD CHARITY
Latest income
£148k
Latest spending
£180k
Registered
1974
Accounts read
FY2023
Financial health, per its FY2023 accounts
The accounts state that the charity holds unrestricted reserves (Income Account balance) of £168,677, which the trustees retain to cover emergencies and ongoing grants. The charity's total assets are valued at £5,331,440, primarily consisting of investments, with no disclosed pension deficits or trading subsidiaries.
What the accounts disclose
Reserves policy: one year's income (held: £169k)
“The Trustees retain approximately one year's income to cover emergencies and ongoing grants.” — page 2
Per its FY2023 accounts as filed with the Charity Commission.
Register events
- Received assets from another charity (19/08/2025)
- Received assets from another charity (17/12/2018)
Trustees
- DOROTHY ELIZABETH PARSONS
- JASON SLACK
- John Nicholas Jacklin
- Kerry Weston
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £148k | £180k |
| 05/04/2024 | £149k | £165k |
| 05/04/2023 | £142k | £201k |
| 05/04/2022 | £137k | £134k |
| 05/04/2021 | £134k | £89k |
Common questions
Is THE W M AND B W LLOYD CHARITY financially healthy?
The accounts state that the charity holds unrestricted reserves (Income Account balance) of £168,677, which the trustees retain to cover emergencies and ongoing grants. The charity's total assets are valued at £5,331,440, primarily consisting of investments, with no disclosed pension deficits or trading subsidiaries. Its FY2023 accounts were independently examined.