BritDB

CCEW Charity Commission profile

Lloyd's of London Foundation

Registered charity 207232 · organisation 207232

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
22 September 1962
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£7,262,236
Latest expenditure
£939,484
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: LLOYD'S, ONE LIME STREET, LONDON, EC3M 7HA

Website recorded by the regulator: https://www.lloyds.com/about-lloyds/responsible-business/community-involvement/lloyds-charities-trust (displayed as text)

02 Activities

What the charity does

Grant making foundation supporting and working in partnership with charitable organisations with a focus on education, employment, skills and disaster relief.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
13 October 2026
Date Accounts Received
13 October 2026
Total Gross Income
£7,262,236
Total Gross Expenditure
£939,484
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
12 September 2025
Date Accounts Received
12 September 2025
Total Gross Income
£1,540,000
Total Gross Expenditure
£1,192,000
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
24 June 2024
Date Accounts Received
24 June 2024
Total Gross Income
£769,000
Total Gross Expenditure
£1,057,000
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
22 September 2023
Date Accounts Received
22 September 2023
Total Gross Income
£482,000
Total Gross Expenditure
£685,000
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
20 October 2022
Date Accounts Received
20 October 2022
Total Gross Income
£1,091,000
Total Gross Expenditure
£898,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
13 October 2026
Total Gross Income
£7,262,236
Total Gross Expenditure
£939,484
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
12 September 2025
Total Gross Income
£1,540,000
Total Gross Expenditure
£1,192,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
24 June 2024
Total Gross Income
£769,000
Total Gross Expenditure
£1,057,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
22 September 2023
Total Gross Income
£482,000
Total Gross Expenditure
£685,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
20 October 2022
Total Gross Income
£1,091,000
Total Gross Expenditure
£898,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
13 October 2026
Income Donations And Legacies
973815
Income Other Trading Activities
52773
Income Charitable Activities
0
Income Investments
242401
Income Other
5993247
Income Total Income And Endowments
7262236
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£60,661
Expenditure Charitable Expenditure
£878,823
Expenditure Other
0
Expenditure Total
939484
Expenditure Investment Management
22874
Expenditure Grants Institution
764292
Expenditure Governance
2825
Expenditure Support Costs
3281
Expenditure Depreciation
0
Gain Loss Investment
595426
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£10,324,913
Assets Total Fixed
9054861
Assets Own Use
0
Assets Long Term Investment
9054861
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,282,432
Assets Total Liabilities
£12,380
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,324,913
Creditors One Year Total Current
12380
Creditors Falling Due After One Year
0
Assets Cash
£1,282,432
Funds Endowment
0
Funds Unrestricted
7220868
Funds Restricted
3104045
Funds Total
10324913
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
12 September 2025
Income Donations And Legacies
1245000
Income Other Trading Activities
183000
Income Charitable Activities
0
Income Investments
112000
Income Other
0
Income Total Income And Endowments
1540000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£104,000
Expenditure Charitable Expenditure
£1,088,000
Expenditure Other
0
Expenditure Total
1192000
Expenditure Investment Management
7000
Expenditure Grants Institution
723000
Expenditure Governance
2000
Expenditure Support Costs
21667
Expenditure Depreciation
0
Gain Loss Investment
126000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,407,000
Assets Total Fixed
2576000
Assets Own Use
0
Assets Long Term Investment
2576000
Defined Benefit Pension Scheme
0
Assets Other Assets
£903,000
Assets Total Liabilities
£72,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,407,000
Creditors One Year Total Current
72000
Creditors Falling Due After One Year
0
Assets Cash
£903,000
Funds Endowment
0
Funds Unrestricted
438000
Funds Restricted
2969000
Funds Total
3407000
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
24 June 2024
Income Donations And Legacies
657000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
112000
Income Other
0
Income Total Income And Endowments
769000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,057,000
Expenditure Other
0
Expenditure Total
1057000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
59000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£530,000
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£490,000
Assets Total Liabilities
£7,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£483,000
Creditors One Year Total Current
7000
Creditors Falling Due After One Year
0
Assets Cash
£0
Funds Endowment
0
Funds Unrestricted
311000
Funds Restricted
172000
Funds Total
483000
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
20 October 2022
Income Donations And Legacies
1008000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
83000
Income Other
0
Income Total Income And Endowments
1091000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£898,000
Expenditure Other
0
Expenditure Total
898000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
10000
Expenditure Support Costs
10000
Expenditure Depreciation
0
Gain Loss Investment
257000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£250,000
Assets Total Fixed
2633000
Assets Own Use
0
Assets Long Term Investment
2633000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,060,000
Assets Total Liabilities
£82,000
Assets Current Investment
351000
Assets Total Assets And Liabilities
£3,611,000
Creditors One Year Total Current
82000
Creditors Falling Due After One Year
0
Assets Cash
£709,000
Funds Endowment
0
Funds Unrestricted
3611000
Funds Restricted
0
Funds Total
3611000
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
Lloyd's of London Foundation
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1962-09-22T00:00:00
Charity Name
Lloyd's of London Foundation
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2025-02-20T00:00:00
Reason
Does not operate
Assoc Organisation Number
298482
Assoc Registered Charity Number
298482
Assoc Charity Name
LLOYD'S OF LONDON TERCENTENARY FOUNDATION

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 17 JUNE 1953 as amended on 03 Aug 2022 as amended on 03 Aug 2022
Charitable Objects
SUCH CHARITABLE OBJECTS OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
265956
Charity Name Type
Working name
Charity Name
LLOYD'S CHARITABLE COMMITTEE
Charity Name Id
265960
Charity Name Type
Previous name
Charity Name
LLOYD'S CHARITIES TRUST

11 Official extract

Charity Policy

Policy Name
Trustee expenses policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints handling
Policy Name
Investing charity funds policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Risk management
Policy Name
Complaints policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment