Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -3

THE LLOYD FUND

Making of grants

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
05/04/23		£5	£13	£-9	n/a	n/a	n/a	n/a	n/a
05/04/22		£4	£17	£-12	n/a	n/a	n/a	n/a	n/a
05/04/21		£4	£20	£-16	n/a	n/a	n/a	n/a	n/a
05/04/20		£5	£21	£-17	n/a	n/a	n/a	n/a	n/a
05/04/19		£5	£12	£-7	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£4	£20	£-16	£0	£0	£0	n/a	0
05/04/17	*	£7	£6	£1	£0	£0	£0	n/a	0
05/04/16	*	£7	£7	£0	£0	£0	£0	n/a	0
05/04/15	*	£8	£8	£0	£0	£0	£0	n/a	0
05/04/14		£17	£15	£2	£0	£0	£0	n/a	0
05/04/13		£9	£15	£-7	£0	£0	£0	n/a	0
05/04/12	*	£10	£12	£-2	£0	£0	£0	n/a	0
05/04/11		£19	£21	£-2	£0	£0	£0	n/a	0
05/04/10		£16	£19	£-3	£0	£0	£0	n/a	0
05/04/09		£14	£25	£-11	£0	£0	£0	n/a	0
05/04/08		£13	£19	£-6	£0	£0	£0	n/a	0
05/04/07		£13	£14	£-1	£0	£0	£0	n/a	0
05/04/06		£9	£20	£-10	£0	£0	£0	n/a	0
05/04/05		£14	£24	£-11	£0	£0	£0	n/a	0
05/04/04		£11	£21	£-11	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 38 years

01473320700

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

EDWARD LLOYD

JAMES LLOYD

LORNA LLOYD

TOBY LLOYD, Other trusteeship: THE CENTRE FOR INNOVATION IN VOLUNTARY ACTION,

Legal constitution

Charity registered in England & Wales on 14/08/1986, number: 295018

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR18: 183 days late, AR17: 264 days late, AR16: 627 days late, AR15: 2 days late, AR12: 54 days late,

Main office

16 The Havens
Ransomes Europark
Ipswich
Suffolk
IP3 9SJ

Objectives

TO MAKE PAYMENT TO SUCH ONE OR MORE CHARITIES AND TO SUCH CHARITABLE PURPOSES AS MAY BE THOUGHT FIT.

Defined Area of Benefit:

NATIONAL

Data Sources