01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 5 October 1964
- Removed
- Not supplied
- Financial period
- 6 April 2024 – 5 April 2025
- Latest income
- £161,203
- Latest expenditure
- £159,254
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Flat 1, Blyth House, St. James Green, Southwold, IP18 6JL
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- 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
- 16 December 2025
- Date Accounts Received
- 16 December 2025
- Total Gross Income
- £161,203
- Total Gross Expenditure
- £159,254
- 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
- 17 December 2024
- Date Accounts Received
- 17 December 2024
- Total Gross Income
- £169,642
- Total Gross Expenditure
- £186,673
- 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
- 23 January 2024
- Date Accounts Received
- 23 January 2024
- Total Gross Income
- £152,552
- Total Gross Expenditure
- £180,328
- 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
- 21 February 2023
- Date Accounts Received
- 21 February 2023
- Total Gross Income
- £151,038
- Total Gross Expenditure
- £128,675
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 5 February 2022
- Date Annual Return Received
- 8 February 2022
- Date Accounts Received
- 8 February 2022
- Total Gross Income
- £129,968
- Total Gross Expenditure
- £101,619
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
- 6 April 2024
- Fin Period End Date
- 5 April 2025
- Ar Due Date
- 5 February 2026
- Ar Received Date
- 16 December 2025
- Total Gross Income
- £161,203
- Total Gross Expenditure
- £159,254
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 17 December 2024
- Total Gross Income
- £169,642
- Total Gross Expenditure
- £186,673
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 23 January 2024
- Total Gross Income
- £152,552
- Total Gross Expenditure
- £180,328
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 21 February 2023
- Total Gross Income
- £151,038
- Total Gross Expenditure
- £128,675
- Charity Raises Funds From Public
- 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
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Due Date
- 5 February 2022
- Ar Received Date
- 8 February 2022
- Total Gross Income
- £129,968
- Total Gross Expenditure
- £101,619
- Charity Raises Funds From Public
- 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
- Suffolk
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
07 Official extract
Charity Event History
- Charity Name
- A B D FOX SETTLEMENT
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-10-05T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- 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
- SOUTHWOLD
09 Official extract
Charity Other Names
- Charity Name Id
- 121119
- Charity Name Type
- Working name
- Charity Name
- THE FOX TRUST
- Charity Name Id
- 121104
- Charity Name Type
- Previous name
- Charity Name
- A B D FOX SETTLEMENT
- Charity Name Id
- 121112
- Charity Name Type
- Previous name
- Charity Name
- INCORPORATED TRUSTEES OF THE A B D FOX SETTLEMENT
10 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures