THE JAMES AND FRIEDA LUND TRUST

Charity Number: 291303
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Specific areas of Education/Training, Arts/Culture, Animals, Children/Young People and the Elderly

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £35,673
Total expenditure: £32,233

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
  • Arts/culture/heritage/science
  • Animals
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 11 March 1985: 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:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Safeguarding policy and procedures
Land and property:
This charity owns and/or leases 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
ALAN MICHAEL BROWN Chair
SIR ROBERT DRURY'S CHARITY
Received: On time
PHILIP METCALFE'S ALMSHOUSES
Received: 103 days late
THE ASHTONS CHARITABLE TRUST
Received: On time
Kate Elizabeth Palombo Trustee 23 November 2023
None on record
Ian Stephen Cox Trustee 23 November 2023
None on record
Elizabeth Jane Dunn Trustee 05 May 2016
POOR'S ESTATE
Received: On time
ALAN WEST Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £24.58k £24.06k £21.50k £23.81k £35.67k
Total expenditure £31.47k £23.95k £17.66k £22.11k £32.23k
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 2024 17 January 2025 On Time
Accounts and TAR 05 April 2024 17 January 2025 On Time Download Open in new window
Annual return 05 April 2023 29 January 2024 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 05 February 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 22 June 2021 137 days late
Accounts and TAR 05 April 2020 Not Required
Submit annual return Open in new window

Contact information

Address:
Ashtons Legal
The Long Barn
Fornham Business Court
The Drift
Fornham St. Martin
BURY ST.
Phone:
01284762331
Website:

No information available