GRUNDYS CHARITY FOR POOR — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 28 January 1963
Removed: Not supplied
Financial period: 6 April 2025 – 5 April 2026
Latest income: £14,174
Latest expenditure: £11,191
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Vincents solicitors, 21-23 Park Street, Lytham St. Annes, FY8 5LU

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 February 2027
Date Annual Return Received: 4 August 2026
Total Gross Income: £14,174
Total Gross Expenditure: £11,191

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 26 June 2025
Total Gross Income: £14,251
Total Gross Expenditure: £7,728

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 29 August 2024
Total Gross Income: £13,612
Total Gross Expenditure: £16,063

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 8 November 2023
Total Gross Income: £13,592
Total Gross Expenditure: £8,800

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 27 June 2022
Total Gross Income: £10,882
Total Gross Expenditure: £8,723

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Due Date: 5 February 2027
Ar Received Date: 4 August 2026
Total Gross Income: £14,174
Total Gross Expenditure: £11,191
Grant Making Is Main Activity: Yes
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: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 26 June 2025
Total Gross Income: £14,251
Total Gross Expenditure: £7,728
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: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 29 August 2024
Total Gross Income: £13,612
Total Gross Expenditure: £16,063
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: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 8 November 2023
Total Gross Income: £13,592
Total Gross Expenditure: £8,800
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: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 27 June 2022
Total Gross Income: £10,882
Total Gross Expenditure: £8,723
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 Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

07 Official extract

Charity Event History

Charity Name: GRUNDYS CHARITY FOR POOR
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-01-28T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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 FORMER COUNTIES OF LANCASTER AND WESTMORLAND.

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures