ROBERT LLOYDS CHARITY

Registered charity 505148 · accounts filings on the Charity Commission register

Religious activities

Objects

FOR THE PURPOSES OF FURTHERING THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE SAID ECCLESIASTICAL PARISH.

Area of benefit: ECCLESIASTICAL PARISH OF ST. PETER & ST. PAUL, WATER ORTON

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

Causes: General Charitable Purposes · Religious Activities · website · Get email alerts

Latest income
£62k
Latest spending
£48k
Registered
1976
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £54,365 at the end of the financial year, a decrease from £40,663 in the prior year (note: the text shows a decrease from 40,663 to 54,365 is an increase, but the SOFA shows a net outgoing of 41,159 against incoming of 64,110, resulting in a net movement. The balance sheet shows unrestricted funds increasing from 40,663 to 54,365). The charity reported total incoming resources of £64,110 and resources used of £48,245, resulting in a net incoming resource of £13,702 before investment gains/losses. The trustees report indicates the charity sold a property and moved investments to Epworth for ethical reasons and improved returns.

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

What the accounts disclose

Related-party transaction: The Parochial Church Council is very conscious of the great responsibility and privilege given to it in being trustees of the charity
“The Parochial Church Council is very conscious of the great responsibility and privilege given to it in being trustees of the charity, The Council seeks to use the funds to strengthen the life and mission of the Church of Ss Peter and Paul’s Water Orton, and to serve the whole Parish of Water Orton.” — page 2
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.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

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

Operates in: Warwickshire

Income and spending

Financial year endIncomeSpending
31/12/2025£62k£48k
31/12/2024£64k£65k
31/12/2023£61k£60k
31/12/2022£66k£45k
31/12/2021£64k£76k

Common questions

Is ROBERT LLOYDS CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £54,365 at the end of the financial year, a decrease from £40,663 in the prior year (note: the text shows a decrease from 40,663 to 54,365 is an increase, but the SOFA shows a net outgoing of 41,159 against incoming of 64,110, resulting in a net movement. The balance sheet shows unrestricted funds increasing from 40,663 to 54,365). The charity reported total incoming resources of £64,110 and resources used of £48,245, resulting in a net incoming resource of £13,702 before investment gains/losses. The trustees report indicates the charity sold a property and moved investments to Epworth for ethical reasons and improved returns. Its FY2025 accounts were independently examined.