A B D FOX SETTLEMENT

Charity Number: 235800
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The activities of the charitable settlement continue to be the establishment of homes for aged or invalid persons being permanent residents of southwold or its vicinity who are in need, and the provision of future care and maintenance thereof.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £169,642
Total expenditure: £186,673

People

9 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 05 October 1964: Standard registration
Organisation type:
Trust
Other names:
  • THE FOX TRUST (Working name)
  • A B D FOX SETTLEMENT (Previous name)
  • INCORPORATED TRUSTEES OF THE A B D FOX SETTLEMENT (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DEREK FRANCIS HINDELL Chair
None on record
Erika Constance Jane Hazelgrove Trustee 23 November 2023
ST. GEORGE'S GUILDHALL AND CREATIVE HUB
Received: On time
Charlotte Clark Trustee 23 November 2023
None on record
MARY HAMILTON HINDELL Trustee 19 January 2017
None on record
Kathleen Oliver Trustee 19 January 2017
None on record
David John Gaffney Trustee
THE JOHN GILPIN TRUST
Received: 126 days late
THE SOUTHWOLD TRUST
Received: On time
ST. BARNABAS SOUTHWOLD
Received: On time
ROBERT DAVID TEMPLE Trustee
THE SOUTHWOLD TRUST
Received: On time
JEFFREY DAVID FULLER Trustee
SOUTHWOLD (SOLE BAY) LIONS CLUB (CIO)
Received: On time
THE SOUTHWOLD TRUST
Received: On time
THE TYLERS AND BRICKLAYERS CRAFT TRUST
Received: On time
BELINDA ANN GRANT Trustee
THE OGILVIE CHARITIES
Received: On time

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 £149.40k £129.97k £151.04k £152.55k £169.64k
Total expenditure £135.88k £101.62k £128.68k £180.33k £186.67k
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 December 2024 On Time
Accounts and TAR 05 April 2024 17 December 2024 On Time Download Open in new window
Annual return 05 April 2023 23 January 2024 On Time
Accounts and TAR 05 April 2023 23 January 2024 On Time Download Open in new window
Annual return 05 April 2022 21 February 2023 16 days late
Accounts and TAR 05 April 2022 21 February 2023 16 days late Download Open in new window
Annual return 05 April 2021 08 February 2022 3 days late
Accounts and TAR 05 April 2021 08 February 2022 3 days late Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 2021 On Time Download Open in new window
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.

SETTLEMENT DATED 24TH OCTOBER 1962 AND SEALED SCHEME DATED 25 JULY 2000

Charitable objects

THE ESTABLISHMENT OF A HOME OR HOMES FOR AGED OR INVALID PERSONS PERMANENT RESIDENTS OF SOUTHWOLD AND PROVIDING FOR THE FUTURE CARE AND MAINTENANCE THEREOF.

Area of benefit

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

SOUTHWOLD

Contact information

Address:
Flat 1
Blyth House
St. James Green
Southwold
IP18 6JL
Phone:
01502724877
Email:
info@foxtrust.org
Website:

No information available