Finance Score: -4

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Deficit latest year: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

A B D FOX SETTLEMENT

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.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£153	£180	£-28	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£151	£129	£22	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£130	£102	£28	n/a	n/a	n/a	n/a	n/a
05/04/20		£149	£136	£14	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£139	£154	£-15	n/a	n/a	n/a	n/a	n/a
05/04/18		£612	£186	£425	£8	£7,614	£7,614	490.8	1
05/04/17		£122	£137	£-15	£0	£0	£0	n/a	0
05/04/16		£116	£168	£-52	£0	£0	£0	n/a	0
05/04/15		£120	£134	£-14	£0	£0	£0	n/a	0
05/04/14		£114	£95	£19	£0	£0	£0	n/a	0
05/04/13		£106	£100	£6	£0	£0	£0	n/a	0
05/04/12		£98	£75	£23	£0	£0	£0	n/a	0
05/04/11		£92	£84	£8	£0	£0	£0	n/a	0
05/04/10		£300	£113	£187	£0	£0	£0	n/a	0
05/04/09		£95	£90	£4	£0	£0	£0	n/a	0
05/04/08		£91	£78	£13	£0	£0	£0	n/a	0
05/04/07		£97	£99	£-2	£0	£0	£0	n/a	0
05/04/06		£90	£107	£-18	£0	£0	£0	n/a	0
05/04/05		£91	£80	£11	£0	£0	£0	n/a	0
05/04/04		£75	£67	£8	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

info@foxtrust.org

01502724877

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Suffolk,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

BELINDA ANN GRANT, Other trusteeship: THE OGILVIE CHARITIES,

DAVID JOHN GAFFNEY, Other trusteeships: THE SOUTHWOLD TRUST, BARRETT JENKINS CHARITABLE TRUST, ST. BARNABAS SOUTHWOLD, THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND, MILDENHALL TOWN CHARITY,

DEREK FRANCIS HINDELL (Chair), Other trusteeship: THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND,

JEFFREY DAVID FULLER, Other trusteeships: THE SOUTHWOLD TRUST, THE TYLERS AND BRICKLAYERS CRAFT TRUST, SOUTHWOLD (SOLE BAY) LIONS CLUB (CIO),

KATHLEEN OLIVER Appointed: 2017

MARY HAMILTON HINDELL Appointed: 2017, Other trusteeship: THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND,

ROBERT DAVID TEMPLE, Other trusteeship: THE SOUTHWOLD TRUST,

Legal constitution

Charity registered in England & Wales on 05/10/1964, number: 235800

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR22: 16 days late, AR21: 3 days late, AR19: 238 days late,

Main office

Flat 1
Blyth House
St. James Green
Southwold
IP18 6JL

Objectives

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.

Defined Area of Benefit:

SOUTHWOLD

Data Sources