Finance Score: -5

Governance Score: 2

Support Score: 1

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Mainly male board: -1

Overall weighted support: +1

Overall GiG Score: -2

THE ARCHIE LLOYD CHARITABLE FOUNDATION

TO ADVANCE IN LIFE AND HELP YOUNG INDIVIDUALS THROUGH THE PROVISION OF SCHOLARSHIPS TO IMPROVE THEIR CONDITIONS OF LIFE AND DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS AS WELL AS PROVIDING FINANCIAL SUPPORT TO ESTABLISHED CHARITIES AS DETERMINED BY THE TRUSTEES.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23	£95	£124	£-29	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22	£73	£142	£-69	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21	£70	£120	£-49	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20	£61	£111	£-50	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19	£129	£105	£24	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	£199	£115	£85	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17	£514	£123	£391	£113	£391	£391	38.1	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

www.teamarchie.org

info@teamarchie.org

07788920209

Charity Commission for England and Wales

Listed activities

Amateur Sport
Armed Forces/Emergency Service Efficiency
Education/Training
General Charitable Purposes

GiG Classification

Social youth organisations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Wates Foundation - The Archie Lloyd Charitable Foundation
£10,000	16/04/2020	Towards the salary of a Consultant and website improvements.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CLAIRE FIONA LLOYD (Chair) Appointed: 2016

HECTOR GEORGE SELWYN LLOYD Appointed: 2022

HUGO MAGNUS HAWTHORN LLOYD Appointed: 2022

JAMES SELWYN LLOYD Appointed: 2016

ROSS WYNDHAM BADGER Appointed: 2016

Legal constitution

Charity registered in England & Wales on 16/06/2016, number: 1167671

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; all on time

Main office

Fittleton House
Fittleton
SALISBURY
SP4 9QA

Objectives

THE OBJECTS OF THE CHARITY (“THE OBJECTS”) ARE:1. TO ADVANCE IN LIFE AND HELP YOUNG PEOPLE THROUGH THE PROVISION OF SCHOLARSHIPS TO IMPROVE THEIR CONDITIONS OF LIFE AND DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS.2. TO PROMOTE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS DETERMINED BY THE TRUSTEES BY PROVIDING FINANCIAL SUPPORT TO CHARITIES OR ORGANISATIONS UNDERTAKING CHARITABLE PURPOSES;3. TO ADVANCE EDUCATION OF INDIVIDUAL RECIPIENTS AND/OR THEIR CHILDREN BY PROVIDING GRANTS TO HELP MEET THE EXPENSES OF THEIR EDUCATION;4. TO RELIEVE POVERTY BY MAKING GRANTS TO INDIVIDUAL RECIPIENTS IN STRAITENED CIRCUMSTANCES.

Data Sources

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