LLOYD'S PATRIOTIC FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 5 March 1963
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £458,229
Latest expenditure: £483,500
Gift Aid: Yes
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://lloydsvc.org/ (displayed as text)

02 Activities

What the charity does

Lloyd's Patriotic Fund supports serving and ex-service members of the British Armed Forces and their families, with a particular focus on those who are disabled or facing poverty, illness and hardship.

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: 28 October 2026
Date Accounts Received: 28 October 2026
Total Gross Income: £458,229
Total Gross Expenditure: £483,500

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: 11 September 2025
Date Accounts Received: 11 September 2025
Total Gross Income: £439,000
Total Gross Expenditure: £256,000

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: 16 September 2024
Date Accounts Received: 16 September 2024
Total Gross Income: £464,000
Total Gross Expenditure: £214,000

Fin Period Start Date: 1 July 2021
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 29 August 2023
Date Accounts Received: 29 August 2023
Total Gross Income: £579,000
Total Gross Expenditure: £400,000

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 7 April 2022
Date Accounts Received: 16 May 2022
Total Gross Income: £470,000
Total Gross Expenditure: £185,000

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: 28 October 2026
Total Gross Income: £458,229
Total Gross Expenditure: £483,500
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: 11 September 2025
Total Gross Income: £439,000
Total Gross Expenditure: £256,000
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: 16 September 2024
Total Gross Income: £464,000
Total Gross Expenditure: £214,000
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 July 2021
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 29 August 2023
Total Gross Income: £579,000
Total Gross Expenditure: £400,000
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 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 7 April 2022
Total Gross Income: £470,000
Total Gross Expenditure: £185,000
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

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 29 August 2023
Income Donations And Legacies: 401000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 178000
Income Other: 0
Income Total Income And Endowments: 579000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £19,000
Expenditure Charitable Expenditure: £378,000
Expenditure Other: 3000
Expenditure Total: 400000
Expenditure Investment Management: 19000
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 115000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £125,000
Assets Total Fixed: 3980000
Assets Own Use: 0
Assets Long Term Investment: 3980000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £211,000
Assets Total Liabilities: £6,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,185,000
Creditors One Year Total Current: 6000
Creditors Falling Due After One Year: 0
Assets Cash: £188,000
Funds Endowment: 1322000
Funds Unrestricted: 2707000
Funds Restricted: 156000
Funds Total: 4185000
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: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

08 Official extract

Charity Event History

Charity Name: LLOYD'S PATRIOTIC FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-03-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 28TH MAY 1875. HIGH COURT SCHEME OF 10TH MARCH 1958. SCHEMES OF 6/2/63 ,24/1/68, 17/10/79 AND 28/6/04
Charitable Objects: PECUNIARY AID OR ASSISTANCE TO MEMBERS OF HER MAJESTY'S ARMED FORCES OR THEIR WIDOWS, ORPHANS, OR DEPENDENT RELATIVES AS THE TRUSTEES SHALL DECIDE ARE FITTING OBJECTS FOR SUCH AID, HAVING SPECIAL REGARD TO SUFFERINGS AND LOSSES ARISING DURING SERVICES IN ACTION. THE EDUCATION OF THE CHILDREN OF SUCH SERVICEMEN.(SEE CLAUSES 17 - 21 OF SCHEME OF 28TH MAY 1875).SURPLUS INCOME MAY BE APPLIED IN MAKING GRANTS TO ANY OF THE INSTITUTIONS REFERRED TO IN SCHEME OF 1875 OR INSTITUTIONS HAVING SIMILAR OBJECTS.
Area Of Benefit: NATIONAL

10 Official extract

Charity Other Names

Charity Name Id: 704333
Charity Name Type: Working name
Charity Name: Lloyd's Veterans Charity

11 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints handling