A B D FOX SETTLEMENT

Registered charity 235800 · accounts filings on the Charity Commission register · also known as INCORPORATED TRUSTEES OF THE A B D FOX SETTLEMENT, THE FOX TRUST

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.

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

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Accommodation/housing · Get email alerts

Latest income

£161k

Latest spending

£159k

Registered

1964

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £10,579,756, which the trustees consider sufficient to cover future property maintenance and investment requirements. Despite a net deficit of £209,212 for the year driven by property revaluations, the charity maintains significant net current assets of £84,238 and adequate resources to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: required due to the charity's need to hold a number of properties to fulfil its charitable purpose, along with the investments to ensure the charity has funds to cover future maintenance of the properties (held: £10.6m)

“This level of reserves is required due to the charity's need to hold a number of properties to fulfil its charitable purpose, along with the investments to ensure the charity has funds to cover future maintenance of the properties.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Trustees · trustee networks

DEREK FRANCIS HINDELLchair
BELINDA ANN GRANT · trustee of 1 other charity
Charlotte Clark
David John Gaffney · trustee of 2 other charities
Erika Constance Jane Hazelgrove · trustee of 1 other charity
JEFFREY DAVID FULLER · trustee of 2 other charities
Kathleen Oliver
MARY HAMILTON HINDELL
ROBERT DAVID TEMPLE · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Suffolk

Income and spending

Financial year end	Income	Spending
05/04/2025	£161k	£159k
05/04/2024	£170k	£187k
05/04/2023	£153k	£180k
05/04/2022	£151k	£129k
05/04/2021	£130k	£102k

Common questions

Is A B D FOX SETTLEMENT financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £10,579,756, which the trustees consider sufficient to cover future property maintenance and investment requirements. Despite a net deficit of £209,212 for the year driven by property revaluations, the charity maintains significant net current assets of £84,238 and adequate resources to continue as a going concern. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE TOLKIEN TRUST	1	£257k
GARFIELD WESTON FOUNDATION	1	£200k
LLOYDS BANK FOUNDATION FOR ENGLAND & WALES	1	£133k
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST	1	£110k
THE EDWARD CADBURY CHARITABLE TRUST	1	£53k
THE 29TH MAY 1961 CHARITY	1	£33k
THE BATCHWORTH TRUST	1	£25k
THE ROGER & DOUGLAS TURNER CHARITABLE TRUST	1	£23k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FOXHILL AND DISTRICT COMMUNITY ASSOCIATION.

FOXHILL AND DISTRICT COMMUNITY ASSOCIATION income £135k
THE BIRMINGHAM SETTLEMENT income £2.1m
SETTLE SUPPORT income £1.3m
FOXHALL CENTRE income £170k
SETTLE AREA SWIMMING POOL income £659k
THE DOCKLAND SETTLEMENTS income £1.0m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
A B D FOX SETTLEMENT	£161k	—	0	unclear	—	no doubt
FOXHILL AND DISTRICT COMMUNITY ASSOCIATION FY2025	£135k	—	0	unclear	—	no doubt
THE BIRMINGHAM SETTLEMENT FY2025	£2.1m	—	0	unclear	—	no doubt
SETTLE SUPPORT FY2026	£1.3m	£70,001 - £80,000	1	below	—	no doubt
FOXHALL CENTRE FY2025	£170k	—	0	unclear	—	no doubt
SETTLE AREA SWIMMING POOL FY2026	£659k	—	0	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.