ROBERT LLOYDS CHARITY
Religious activities
Objects
FOR THE PURPOSES OF FURTHERING THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE SAID ECCLESIASTICAL PARISH.
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.
What the accounts disclose
“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
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
Trustees
- Rev PAUL BUDWORTH TULLETTchair
- ANTHONY BRIAN ROBERTS
- Deborah Perks
- Jayne Gough
- Kim Smith
- MRS TRIXIE TWIGG
- Martin Curry
- Maxine Cherill
- Peter Hyde
- Rebecca Curry
- Stephen Record
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.