Finance Score: -5

Governance Score: -4

Support Score: 0

Accounts overdue -5
No PartB

Mainly female board: -1
Return overdue: -3

No supporters identified

Overall GiG Score: -9

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.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly female
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/22	£189	£122	£67	n/a	n/a	n/a	n/a	n/a
31/08/21	£171	£169	£1	n/a	n/a	n/a	n/a	n/a
31/08/20	£166	£235	£-69	n/a	n/a	n/a	n/a	n/a
31/08/19	£181	£182	£-1	n/a	n/a	n/a	n/a	n/a
31/08/18	£173	£164	£9	£0	£0	£0	n/a	0
31/08/17	£174	£160	£13	£0	£0	£0	n/a	0
31/08/16	£171	£147	£25	£0	£0	£0	n/a	0
31/08/15	£156	£143	£13	£0	£0	£0	n/a	0
31/08/14	£157	£129	£29	£0	£0	£0	n/a	0
31/08/13	£150	£119	£31	£0	£0	£0	n/a	0
31/08/12	£146	£131	£15	£0	£0	£0	n/a	0
31/08/11	£132	£121	£11	£0	£0	£0	n/a	0
31/08/10	£147	£143	£4	£0	£0	£0	n/a	0
31/08/09	£134	£134	£0	£0	£0	£0	n/a	0
31/08/08	£151	£156	£-4	£0	£0	£0	n/a	0
31/08/07	£149	£118	£31	£0	£0	£0	n/a	0
31/08/06	£149	£104	£46	£0	£0	£0	n/a	0
31/08/05	£125	£124	£1	£0	£0	£0	n/a	0
31/08/04	£126	£105	£21	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 52 years

www.thelloydfoundation.org.uk

secretary@thelloydfoundation.org.uk

07598444255

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Makes Grants to Individuals

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

DAVID FITTON CMG Appointed: 2018, Occupation: Executive Director, Other trusteeship: UNITED KINGDOM - JAPAN 21ST CENTURY GROUP,

LYNDSEY MARIE KELLY-ABERLE Appointed: 2015

NIAZ SHAMS ALAM Appointed: 2020

PAMELA ROSEMARY THOMAS Appointed: 2021

SARAH BROUGHTON Appointed: 2017

VALERIE MARIA SMART Appointed: 2011

Legal constitution

Charity registered in England & Wales on 23/10/1972, number: 314203

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

Milsted Langdon Llp
Winchester House
Deane Gate Avenue
TAUNTON
Somerset
TA1 2UH

Objectives

(A) TO ADVANCE THE EDUCATION OF BENEFICIARIES IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING AWARDING TO BENEFICIARIES SCHOLARSHIPS, BURSARIES, MAINTENANCE ALLOWANCES OR OTHERWISE: (I) FOR STUDY AT ANY SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT EITHER OVERSEAS OR IN THE UK APPROVED BY THE TRUSTEES; OR (II) FOR TRAVEL TO ADVANCE THEIR EDUCATION TO STUDY MUSIC OR OTHER ARTS OR TO UNDER TRAINING FOR ANY PROFESSION TRADE OR CALLING (B) TO ADVANCE EDUCATION BY AWARDING BURSARIES FOR STUDY AT ANY UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO TEACHING MEMBERS OF STAFF OF SCHOOLS OUTSIDE THE UK CONDUCTED IN ACCORDANCE WITH BRITISH EDUCATIONAL PRINCIPLES AND PRACTICE; (C) TO ASSIST ANY PERSON EMPLOYED BY THE FORMER ENGLISH SCHOOL CAIRO FOR AT LEAST FIVE YEARS OR AT THE TIME OF ITS CLOSURE AND WHO IS IN NEED HARDSHIP OR DISTRESS BY THE PROVISION OF A GRATUITY PENSION OR OTHER SUCH ASSISTANCE.

Defined Area of Benefit:

SEE OBJECTS

Data Sources