01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 27 April 1978
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £613,947
- Latest expenditure
- £2,025,957
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: C/o Tees, Tees House, 95 London Road, Bishop's Stortford, Herts, CM23 3GW
Website recorded by the regulator: www.fergusontrust.co.uk (displayed as text)
02 Activities
What the charity does
The trustees award grants to UK registered charities, supporting educational projects, the promotion of world peace and overseas development.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 27 October 2025
- Date Accounts Received
- 27 October 2025
- Total Gross Income
- £613,947
- Total Gross Expenditure
- £2,025,957
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 23 October 2024
- Date Accounts Received
- 23 October 2024
- Total Gross Income
- £545,739
- Total Gross Expenditure
- £2,171,893
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 2 November 2023
- Date Accounts Received
- 2 November 2023
- Total Gross Income
- £440,259
- Total Gross Expenditure
- £2,157,610
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 27 October 2022
- Date Accounts Received
- 27 October 2022
- Total Gross Income
- £371,052
- Total Gross Expenditure
- £2,601,380
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 31 October 2021
- Date Annual Return Received
- 28 October 2021
- Date Accounts Received
- 28 October 2021
- Total Gross Income
- £357,234
- Total Gross Expenditure
- £1,848,140
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 27 October 2025
- Total Gross Income
- £613,947
- Total Gross Expenditure
- £2,025,957
- 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
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 23 October 2024
- Total Gross Income
- £545,739
- Total Gross Expenditure
- £2,171,893
- 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
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 2 November 2023
- Total Gross Income
- £440,259
- Total Gross Expenditure
- £2,157,610
- 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
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 27 October 2022
- Total Gross Income
- £371,052
- Total Gross Expenditure
- £2,601,380
- 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
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 28 October 2021
- Total Gross Income
- £357,234
- Total Gross Expenditure
- £1,848,140
- 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 Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 27 October 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 613947
- Income Other
- 0
- Income Total Income And Endowments
- 613947
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £62,297
- Expenditure Charitable Expenditure
- £1,963,660
- Expenditure Other
- 0
- Expenditure Total
- 2025957
- Expenditure Investment Management
- 62297
- Expenditure Grants Institution
- 1834750
- Expenditure Governance
- 128910
- Expenditure Support Costs
- 128910
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 155324
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £24,786,946
- Assets Total Fixed
- 25201165
- Assets Own Use
- 0
- Assets Long Term Investment
- 25201165
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £813,616
- Assets Total Liabilities
- £1,227,835
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £24,786,946
- Creditors One Year Total Current
- 798122
- Creditors Falling Due After One Year
- 429713
- Assets Cash
- £812,388
- Funds Endowment
- 0
- Funds Unrestricted
- 24786946
- Funds Restricted
- 0
- Funds Total
- 24786946
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 23 October 2024
- Income Donations And Legacies
- 6500
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 539239
- Income Other
- 0
- Income Total Income And Endowments
- 545739
- Income Legacies
- 6500
- Income Endowments
- 0
- Expenditure Raising Funds
- £125,605
- Expenditure Charitable Expenditure
- £2,046,288
- Expenditure Other
- 0
- Expenditure Total
- 2171893
- Expenditure Investment Management
- 125605
- Expenditure Grants Institution
- 1898408
- Expenditure Governance
- 145590
- Expenditure Support Costs
- 147880
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 2434342
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £26,043,632
- Assets Total Fixed
- 26971671
- Assets Own Use
- 0
- Assets Long Term Investment
- 26971671
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £154,982
- Assets Total Liabilities
- £1,083,021
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £26,043,632
- Creditors One Year Total Current
- 637141
- Creditors Falling Due After One Year
- 445880
- Assets Cash
- £86,446
- Funds Endowment
- 0
- Funds Unrestricted
- 26043632
- Funds Restricted
- 0
- Funds Total
- 26043632
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 115
- Classification Type
- What
- Classification Description
- Human Rights/religious Or Racial Harmony/equality Or Diversity
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 106
- Classification Type
- What
- Classification Description
- Overseas Aid/famine Relief
08 Official extract
Charity Event History
- Charity Name
- ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1978-04-27T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SETTLEMENT DATED 19TH DECEMBER 1977
- Charitable Objects
- FOR SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECT OR OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY SELECT AND SUBJECT TO THIS TO PAY OR APPLY THE INCOME TO OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR CHARITABLE OBJECT OR OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY SELECT.
- Area Of Benefit
- NATIONAL AND OVERSEAS
10 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Risk management