01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 13 May 1986
- Removed
- Not supplied
- Company number supplied
- 01971242
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £29,594,475
- Latest expenditure
- £30,156,347
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: SOCIETY BUILDING, 8 ALL SAINTS STREET, LONDON, N1 9RL
Website recorded by the regulator: www.lloydsbankfoundation.org.uk (displayed as text)
02 Activities
What the charity does
To be a leading grant maker supporting and working in partnership with recognised charitable organisations which help people, especially those who are disadvantaged or disabled, to play a fuller role in communities throughout England and Wales.
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 July 2026
- Date Accounts Received
- 28 July 2026
- Total Gross Income
- £29,594,475
- Total Gross Expenditure
- £30,156,347
- 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
- 27 June 2025
- Date Accounts Received
- 27 June 2025
- Total Gross Income
- £27,756,576
- Total Gross Expenditure
- £24,763,004
- 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 May 2024
- Date Accounts Received
- 24 May 2024
- Total Gross Income
- £19,219,068
- Total Gross Expenditure
- £24,220,619
- 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 June 2023
- Date Accounts Received
- 22 June 2023
- Total Gross Income
- £16,459,118
- Total Gross Expenditure
- £19,859,306
- 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
- 25 May 2022
- Date Accounts Received
- 25 May 2022
- Total Gross Income
- £19,356,049
- Total Gross Expenditure
- £19,859,306
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 July 2026
- Total Gross Income
- £29,594,475
- Total Gross Expenditure
- £30,156,347
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 4
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 521
- 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
- 27 June 2025
- Total Gross Income
- £27,756,576
- Total Gross Expenditure
- £24,763,004
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 2
- Count Salary Band 100001 110000
- 2
- Count Volunteers
- 13
- 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 May 2024
- Total Gross Income
- £19,219,068
- Total Gross Expenditure
- £24,220,619
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 90001 100000
- 2
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 428
- 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 June 2023
- Total Gross Income
- £16,459,118
- Total Gross Expenditure
- £19,859,306
- 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
- Yes
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 3
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 13
- 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
- 25 May 2022
- Total Gross Income
- £19,356,049
- Total Gross Expenditure
- £19,859,306
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £425,741
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 3
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 12
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
- 28 July 2026
- Income Donations And Legacies
- 27860495
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1609680
- Income Other
- 124300
- Income Total Income And Endowments
- 29594475
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £20,225
- Expenditure Charitable Expenditure
- £30,136,122
- Expenditure Other
- 0
- Expenditure Total
- 30156347
- Expenditure Investment Management
- 20225
- Expenditure Grants Institution
- 24390583
- Expenditure Governance
- 126297
- Expenditure Support Costs
- 1936868
- Expenditure Depreciation
- 12205
- Gain Loss Investment
- 1649753
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £25,778,054
- Assets Total Fixed
- 17714629
- Assets Own Use
- 51718
- Assets Long Term Investment
- 17662911
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £30,436,766
- Assets Total Liabilities
- £21,710,246
- Assets Current Investment
- 28001000
- Assets Total Assets And Liabilities
- £26,441,149
- Creditors One Year Total Current
- 13467651
- Creditors Falling Due After One Year
- 8242595
- Assets Cash
- £695,184
- Funds Endowment
- 0
- Funds Unrestricted
- 25778456
- Funds Restricted
- 662693
- Funds Total
- 26441149
- Count Employees
- 53
- 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
- 27 June 2025
- Income Donations And Legacies
- 25938051
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1702530
- Income Other
- 115995
- Income Total Income And Endowments
- 27756576
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £17,610
- Expenditure Charitable Expenditure
- £24,745,394
- Expenditure Other
- 0
- Expenditure Total
- 24763004
- Expenditure Investment Management
- 17610
- Expenditure Grants Institution
- 19599121
- Expenditure Governance
- 64032
- Expenditure Support Costs
- 1374404
- Expenditure Depreciation
- 28959
- Gain Loss Investment
- 1212185
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £25,353,265
- Assets Total Fixed
- 16027548
- Assets Own Use
- 62075
- Assets Long Term Investment
- 15965473
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £27,499,146
- Assets Total Liabilities
- £18,173,429
- Assets Current Investment
- 24953339
- Assets Total Assets And Liabilities
- £25,353,265
- Creditors One Year Total Current
- 11566826
- Creditors Falling Due After One Year
- 6606603
- Assets Cash
- £1,624,763
- Funds Endowment
- 0
- Funds Unrestricted
- 25354880
- Funds Restricted
- -1615
- Funds Total
- 25353265
- Count Employees
- 53
- 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 May 2024
- Income Donations And Legacies
- 17871831
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1238876
- Income Other
- 108361
- Income Total Income And Endowments
- 19219068
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £69,612
- Expenditure Charitable Expenditure
- £24,151,007
- Expenditure Other
- 0
- Expenditure Total
- 24220619
- Expenditure Investment Management
- 69612
- Expenditure Grants Institution
- 20463918
- Expenditure Governance
- 66539
- Expenditure Support Costs
- 1216548
- Expenditure Depreciation
- 28315
- Gain Loss Investment
- 1263483
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £21,147,109
- Assets Total Fixed
- 14820223
- Assets Own Use
- 88813
- Assets Long Term Investment
- 14731410
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £22,602,866
- Assets Total Liabilities
- £16,275,580
- Assets Current Investment
- 17600000
- Assets Total Assets And Liabilities
- £21,147,509
- Creditors One Year Total Current
- 9587576
- Creditors Falling Due After One Year
- 6688004
- Assets Cash
- £4,650,912
- Funds Endowment
- 0
- Funds Unrestricted
- 21148004
- Funds Restricted
- -495
- Funds Total
- 21147509
- Count Employees
- 50
- Charity Only Accounts
- Yes
- 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 June 2023
- Income Donations And Legacies
- 16293005
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 155087
- Income Other
- 11026
- Income Total Income And Endowments
- 16459118
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £99,999
- Expenditure Charitable Expenditure
- £19,759,307
- Expenditure Other
- 0
- Expenditure Total
- 19859306
- Expenditure Investment Management
- 99999
- Expenditure Grants Institution
- 19147285
- Expenditure Governance
- 59298
- Expenditure Support Costs
- 1097844
- Expenditure Depreciation
- 34707
- Gain Loss Investment
- -2021658
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £24,885,576
- Assets Total Fixed
- 13634246
- Assets Own Use
- 111776
- Assets Long Term Investment
- 13522470
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £23,442,272
- Assets Total Liabilities
- £12,190,942
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £24,885,576
- Creditors One Year Total Current
- 9462731
- Creditors Falling Due After One Year
- 2728211
- Assets Cash
- £9,360,384
- Funds Endowment
- 0
- Funds Unrestricted
- 24885576
- Funds Restricted
- 0
- Funds Total
- 24885576
- Count Employees
- 48
- 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
- 25 May 2022
- Income Donations And Legacies
- 18976782
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 370741
- Income Other
- 8526
- Income Total Income And Endowments
- 19356049
- Income Legacies
- 15000
- Income Endowments
- 0
- Expenditure Raising Funds
- £99,999
- Expenditure Charitable Expenditure
- £19,759,307
- Expenditure Other
- 0
- Expenditure Total
- 19859306
- Expenditure Investment Management
- 99999
- Expenditure Grants Institution
- 15879759
- Expenditure Governance
- 111267
- Expenditure Support Costs
- 1236887
- Expenditure Depreciation
- 45575
- Gain Loss Investment
- 1290915
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £33,482,894
- Assets Total Fixed
- 33212924
- Assets Own Use
- 82993
- Assets Long Term Investment
- 33129931
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £15,692,147
- Assets Total Liabilities
- £15,422,178
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £33,482,893
- Creditors One Year Total Current
- 13292739
- Creditors Falling Due After One Year
- 2129439
- Assets Cash
- £5,611,678
- Funds Endowment
- 0
- Funds Unrestricted
- 33236937
- Funds Restricted
- 245956
- Funds Total
- 33482893
- Count Employees
- 48
- 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
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
08 Official extract
Charity Event History
- Charity Name
- LLOYDS BANK FOUNDATION FOR ENGLAND & WALES
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1986-05-13T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 13/12/1985AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/03/1999NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 13/04/2011AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 02/01/2014AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/12/2013AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/04/2014
- Charitable Objects
- ANY CHARITABLE PURPOSE, INCLUDING IN PARTICULAR:A) TO ADVANCE EDUCATION AND TRAINING IN ALL ASPECTS OF KNOWLEDGE BY MEANS OF (BUT NOT LIMITED TO ) THE MAKING OF GRANTS, INCLUDING THE ESTABLISHMENT OF SCHOLARSHIPS AND PRIZES, AND OTHER LIKE AWARDS. B) TO ADVANCE SCIENTIFIC OR MEDICAL RESEARCH, ON THE CONDITION THAT ALL USEFUL RESULTS OF SUCH SCIENTIFIC OR MEDICAL RESEARCH ARE PUBLISHED, AND EDUCATION IN SCIENTIFIC OR MEDICAL RESEARCH BY MEANS OF (BUT NOT LIMITED TO) THE MAKING OF GRANTS, INCLUDING THE ESTABLISHMENT OF SCHOLARSHIPS AND PRIZES, AND OTHER LIKE AWARDS. C) TO PROMOTE THE PROVISION OF FACILITIES IN THE INTEREST OF SOCIAL AND COMMUNITY WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION AND ENJOYMENT OF THE ARTS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF PEOPLE WHO ARE DISADVANTAGED BY YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES.
- Area Of Benefit
- PRINCIPALLY ENGLAND WALES AND ISLE OF MAN
10 Official extract
Charity Other Names
- Charity Name Id
- 656543
- Charity Name Type
- Working name
- Charity Name
- Lloyds Bank Foundation
- Charity Name Id
- 180335
- Charity Name Type
- Previous name
- Charity Name
- LLOYDS TSB FOUNDATION FOR ENGLAND AND WALES
11 Official extract
Charity Policy
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Serious incident reporting policy and procedures