Michelle Jurd Trust — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 November 2011
Removed: Not supplied
Financial period: 5 April 2024 – 4 April 2025
Latest income: £9,409
Latest expenditure: £8,193
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 11 Oakfield Park, Kirkby Lonsdale, CARNFORTH, Cumbria, LA6 2FQ

Website recorded by the regulator: https://michellejurdtrust.org (displayed as text)

02 Activities

What the charity does

The charity raises funds for two distinct groups of beneficiaries through a variety of local fund raising activities. The first is for Military Charities in Cumbria. The second group is Cumbrian children aged 5 - 25 to fund extra curricular activities of a cultural or sporting nature. 40% goes to the military charities. 60% to the children through local schools and youth groups

03 Official extract

Charity Annual Return History

Fin Period Start Date: 5 April 2024
Fin Period End Date: 4 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 4 February 2026
Date Annual Return Received: 2 February 2026
Total Gross Income: £9,409
Total Gross Expenditure: £8,193

Fin Period Start Date: 5 April 2023
Fin Period End Date: 4 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 4 February 2025
Date Annual Return Received: 16 January 2025
Total Gross Income: £11,595
Total Gross Expenditure: £11,100

Fin Period Start Date: 5 April 2022
Fin Period End Date: 4 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 4 February 2024
Date Annual Return Received: 24 March 2024
Total Gross Income: £14,349
Total Gross Expenditure: £20,923

Fin Period Start Date: 5 April 2021
Fin Period End Date: 4 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 4 February 2023
Date Annual Return Received: 3 February 2023
Total Gross Income: £14,402
Total Gross Expenditure: £13,823

Fin Period Start Date: 5 April 2020
Fin Period End Date: 4 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 4 February 2022
Date Annual Return Received: 28 January 2022
Total Gross Income: £1,532
Total Gross Expenditure: £3,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 5 April 2023
Fin Period End Date: 4 April 2024
Ar Due Date: 4 February 2025
Ar Received Date: 16 January 2025
Total Gross Income: £11,595
Total Gross Expenditure: £11,100
Grant Making Is Main Activity: No
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: 5 April 2022
Fin Period End Date: 4 April 2023
Ar Due Date: 4 February 2024
Ar Received Date: 24 March 2024
Total Gross Income: £14,349
Total Gross Expenditure: £20,923
Grant Making Is Main Activity: No
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: 5 April 2021
Fin Period End Date: 4 April 2022
Ar Due Date: 4 February 2023
Ar Received Date: 3 February 2023
Total Gross Income: £14,402
Total Gross Expenditure: £13,823
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
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

06 Official extract

Charity Classification

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

07 Official extract

Charity Event History

Charity Name: Michelle Jurd Trust
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-11-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 16 NOV 2011AS AMENDED ON 17/06/2015AS AMENDED ON 14 JUN 2018 as amended on 27 Mar 2019
Charitable Objects: TO ADVANCE IN LIFE AND EDUCATE FOR THE PUBLIC BENEFIT OF THOSE UNDER 25 YEARS OF AGE WHO LIVE IN CUMBRIA IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF GRANTS SPECIFICALLY FOR RECREATIONAL, ADVENTUROUS, OR CULTURAL ACTIVITIES WHICH DEVELOP THEIR SKILLS AND INCREASE THEIR INDIVIDUAL OR COLLECTIVE KNOWLEDGE AND EXPERTISE TO SUSTAIN AND EXTEND THEIR PERSONAL DEVELOPMENT TO PARTICIPATE IN SOCIETY AS RESPONSIBLE INDIVIDUALS. 2. TO RELIEVE FOR PUBLIC BENEFIT EITHER GENERALLY OR INDIVIDUALLY ANY PERSONS WHO ARE SERVING OR WHO HAVE SERVED IN THE ARMED FORCES OR THE DEPENDENTS OF SUCH PERSONS OR THEIR IMMEDIATE FAMILY, WHO ARE IN CHARITABLE NEED, EITHER THROUGH DIRECT PROVISION OR BY MAKING GRANTS TO CHARITIES THAT PROVIDE SUCH ASSISTANCE
Area Of Benefit: REGIONAL

09 Official extract

Charity Other Names

Charity Name Id: 513732
Charity Name Type: Previous name
Charity Name: THE MICHELLE JURD MEMORIAL TRUST

Charity Name Id: 513733
Charity Name Type: Working name
Charity Name: MICHELLE JURD MEMORIAL TRUST - MJMT