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ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT

Registered charity 275487 · accounts filings on the Charity Commission register

The trustees award grants to UK registered charities, supporting educational projects, the promotion of world peace and overseas development.

Causes: Education/training · Overseas Aid/famine Relief · Arts/culture/heritage/science · Economic/community Development/employment · Human Rights/religious Or Racial Harmony/equality Or Diversity · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£614k
Latest spending
£2.0m
Registered
1978
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity held total unrestricted reserves of £24,786,946 at the end of the reporting period, a decrease from the previous year's £26,043,632. The trustees report no particular requirement to maintain a certain level of reserves, stating that any reserves held will be spent when appropriate grant-making opportunities arise. The charity generated £613,947 in investment income and awarded grants totaling £1,713,644, resulting in a net movement in funds of -£1,256,686.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: no particular requirement to maintain a certain level of reserves (held: £24.8m)
“As such the trustees policy is to make grants as appropriate with no particular requirement to maintain a certain level of reserves.”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: The Idwen Banister Will Trust, a trust of a close relative connected to trustee D Banister, owed the Trust £6,500 at the end of 2023, which was settled to a nil balance in 2024. No donations were received from this related party in 2024.
“During the year the Trust received no donations (2023 - £6,500) from the Idwen Banister Will Trust which was a Trust of a close relative connected to D Banister. At the year end a balance of £nil (2023 - £6,500) was owed to the Trust in relation to this transaction.” — page 26
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Price Bailey LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£614k
Total spending
£2.0m
Cost of raising funds
£62k
Reserves (reported)
£24.8m
Employees
0

Reported reserves equal ~146.8 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 10.1% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£614k£2.0m
31/12/2023£546k£2.2m
31/12/2022£440k£2.2m
31/12/2021£371k£2.6m
31/12/2020£357k£1.8m

Common questions

Is ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT financially healthy?

Per its FY2024 accounts: The accounts state that the charity held total unrestricted reserves of £24,786,946 at the end of the reporting period, a decrease from the previous year's £26,043,632. The trustees report no particular requirement to maintain a certain level of reserves, stating that any reserves held will be spent when appropriate grant-making opportunities arise. The charity generated £613,947 in investment income and awarded grants totaling £1,713,644, resulting in a net movement in funds of -£1,256,686. Its FY2024 accounts were audited by Price Bailey LLP.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE NEIL AND ALISON OSTRER FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT£614k—0unclear—no doubt
THE NEIL AND ALISON OSTRER FOUNDATION FY2025£554k—0above—no doubt
THE ALLEN LANE FOUNDATION FY2026£750k——unclear—no doubt
FARRER AND CO CHARITABLE TRUST FY2025£102k—0below—no doubt
THE FYRISH FOUNDATION FY2025£1.2m—0above—no doubt
THE ALAN BRENTNALL CHARITABLE TRUST FY2025£113k—0unclear—no doubt

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