GRUNDYS CHARITY FOR POOR

Charity number: 213215
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objectives of the Charity are to consider the application of deserving people for the purpose of improving education, training or skill and for grants to people in adversity, illness, infirmity or old age. Applications are limited to persons who were born in, or who for the last ten years have lived in, the former counties of Lancashire and Westmorland.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £14,251
Total expenditure: £7,728

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Cumbria
  • Lancashire

Governance

Registration history:
  • 28 January 1963: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investing charity funds policy and procedures
  • Investment
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mackenzie Ritson Cllr Trustee 05 June 2025
None on record
Vicky Hughes Councillor Trustee 18 September 2024
BURTON MEMORIAL HALL
Received: On time
Peter Francis Donnelly Trustee 27 June 2022
None on record
Bernadette Kathleen Cowley Trustee 08 June 2015
None on record
LOUIS SHAW Trustee
THE ROTARY CLUB OF ST ANNES ON THE SEA - BENEVOLENT FUND
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £12.29k £10.88k £13.59k £13.61k £14.25k
Total expenditure £9.41k £8.72k £8.80k £16.06k £7.73k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2025 26 June 2025 On Time
Accounts and TAR 05 April 2025 Not Required
Annual return 05 April 2024 29 August 2024 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 08 November 2023 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 27 June 2022 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 02 December 2021 On Time
Accounts and TAR 05 April 2021 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

WILL PROVED AT THE P.P.R. ON THE 21 JANUARY 1947. SCHEME OF THE 30 NOVEMBER 1954 AND 30 OCTOBER 1974.

Charitable objects

TO ASSIST DESERVING AND NECESSITOUS PERSONS BORN OR FOR AT LEAST TEN CONSECUTIVE YEARS RESIDENT IN THE FORMER COUNTIES OF LANCASTER OR WESTMORLAND.

Area of benefit

The area the charity can operate in, as set out in its governing document.

THE FORMER COUNTIES OF LANCASTER AND WESTMORLAND.

Contact information

Address:
Vincents solicitors
21-23 Park Street
Lytham St. Annes
FY8 5LU
Phone:
01253 733101
Email:
No information available
Website:

No information available