ALFRED FOSTER SETTLEMENT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 3 December 1963
Removed: Not supplied
Financial period: 2 January 2024 – 1 January 2025
Latest income: £29,822
Latest expenditure: £31,563
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: ZEDRA UK Trusts, Booths Park, Booths Park 3, Chelford Road, Knutsford, WA16 8GS

02 Activities

What the charity does

Support from the charity will only be given to current or former banking employees and their dependants.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 2 January 2024
Fin Period End Date: 1 January 2025
Ar Cycle Reference: AR25
Reporting Due Date: 1 November 2025
Date Annual Return Received: 8 October 2025
Date Accounts Received: 8 October 2025
Total Gross Income: £29,822
Total Gross Expenditure: £31,563

Fin Period Start Date: 2 January 2023
Fin Period End Date: 1 January 2024
Ar Cycle Reference: AR24
Reporting Due Date: 1 November 2024
Date Annual Return Received: 9 October 2024
Date Accounts Received: 9 October 2024
Total Gross Income: £27,584
Total Gross Expenditure: £26,012

Fin Period Start Date: 2 January 2022
Fin Period End Date: 1 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 1 November 2023
Date Annual Return Received: 3 November 2023
Date Accounts Received: 3 November 2023
Total Gross Income: £26,827
Total Gross Expenditure: £31,423

Fin Period Start Date: 2 January 2021
Fin Period End Date: 1 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 1 November 2022
Date Annual Return Received: 13 July 2022
Total Gross Income: £24,415
Total Gross Expenditure: £36,204

Fin Period Start Date: 2 January 2020
Fin Period End Date: 1 January 2021
Ar Cycle Reference: AR21
Reporting Due Date: 1 November 2021
Date Annual Return Received: 30 September 2021
Date Accounts Received: 30 September 2021
Total Gross Income: £25,815
Total Gross Expenditure: £46,342

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 2 January 2024
Fin Period End Date: 1 January 2025
Ar Due Date: 1 November 2025
Ar Received Date: 8 October 2025
Total Gross Income: £29,822
Total Gross Expenditure: £31,563
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: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 2 January 2023
Fin Period End Date: 1 January 2024
Ar Due Date: 1 November 2024
Ar Received Date: 9 October 2024
Total Gross Income: £27,584
Total Gross Expenditure: £26,012
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: AR23
Fin Period Start Date: 2 January 2022
Fin Period End Date: 1 January 2023
Ar Due Date: 1 November 2023
Ar Received Date: 3 November 2023
Total Gross Income: £26,827
Total Gross Expenditure: £31,423
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: Yes
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: 2 January 2021
Fin Period End Date: 1 January 2022
Ar Due Date: 1 November 2022
Ar Received Date: 13 July 2022
Total Gross Income: £24,415
Total Gross Expenditure: £36,204
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

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 2 January 2020
Fin Period End Date: 1 January 2021
Ar Due Date: 1 November 2021
Ar Received Date: 30 September 2021
Total Gross Income: £25,815
Total Gross Expenditure: £46,342
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: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ALFRED FOSTER SETTLEMENT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-12-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SETTLEMENT DEED DATED THE 15TH JANUARY 1958
Charitable Objects: A) THE RELIEF OF POVERTY AMONG EMPLOYEES (INCLUDING FORMER EMPLOYEES) OF BANKS AND THEIR DEPENDANTS. B) ASSISTANCE IN THE EDUCATION OF CHILDREN OF PERSONS WHO ARE, OR HAVE BEEN, EMPLOYEES OF BANKS.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries