THE BEVERN TRUST
The Bevern Trust is a Christian trust founded by parents to provide long stay care and short stay care in a safe, loving and stimulating environment for young people with complex needs arising from profound learning disabilities and other impairments (physical, sensory and communicative).
Objects
1. THE RELIEF OF PERSONS WITH LEARNING, PHYSICAL, MENTAL OR OTHER FORM OF DISABILITY BY THE PROVISION OF RESIDENTIAL HOMES, HOLIDAY FACILITIES AND MEDICAL CARE2. THE ADVANCEMENT OF EDUCATION OF THE PERSONS WHO RESIDE AT BEVERN VIEW 3. THE PROMOTION OF AND SUPPORTING RESEARCH INTO THE CAUSES OF LEARNING DIFFICULTIES/DISABILITY; THEIR NEEDS AND THE SUPPORT OF SUCH PEOPLE (AND THE PUBLICATION OF THE USEFUL RESULTS OF THE SAME).
Financial health, per its FY2025 accounts
The Bevern Trust reported an operating surplus of £89,930 for the year ended 31 March 2025, with total unrestricted liquid reserves standing at £691,212. This reserve level is significantly above the trustees' stated policy target of £203,000, which is designed to cover working capital, income gaps, and healthcare contingencies. The charity maintains a strong balance sheet with net assets of £2,078,836 and no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“The Trustees have set a policy for holding unrestricted liquid reserves of £203,000.” — page 7
“A number of trustees have family members who are residents at Bevern View. All transactions have taken place on an arm's length commercial basis and trustees had no influence over the use of resources relating to these transactions.” — page 35
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 11
- Government income: £2,025,500 — contracts £2,025,500 (11); 92% of the £2,194,333 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 11
- Government income: £1,932,243 — contracts £1,932,243 (11); 92% of the £2,110,389 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 10
- Government income: £1,773,164 — contracts £1,773,164 (11); 94% of the £1,878,655 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 04993720 · Financial health read from its filings
Company officers (Companies House)
- RUSSELL-VICK, Christine Dawn on trustee list
- MAIN, James Douglas on trustee list
- MUNDY, Paul Kevin, Reverend on trustee list
- ADAMSON, Benetta Sara Yolande Kinloch on trustee list
- SCHUELER, Sandra Elizabeth on trustee list
- HOUSTON, Nicholas James Findlay on trustee list
- FROST, Peter George Ashfield, Doctor on trustee list
- HOUSTON, Nicholas James Findlay
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- Bevern View: Good
Register events
- Received assets from another charity (07/01/2021)
Trustees
- Nicholas Houstonchair
- BENETTA SARA YOLANDE KINLOCH ADAMSON
- Christine Dawn Russell-Vick
- Dr PETER FROST
- James Douglas Main
- Rev Paul Mundy
- SANDRA ELIZABETH SCHUELER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.2m | £2.0m |
| 31/03/2024 | £2.1m | £2.1m |
| 31/03/2023 | £1.9m | £1.9m |
| 31/03/2022 | £2.1m | £1.6m |
| 31/03/2021 | £1.7m | £1.6m |
Common questions
Is THE BEVERN TRUST financially healthy?
Per its FY2025 accounts: The Bevern Trust reported an operating surplus of £89,930 for the year ended 31 March 2025, with total unrestricted liquid reserves standing at £691,212. This reserve level is significantly above the trustees' stated policy target of £203,000, which is designed to cover working capital, income gaps, and healthcare contingencies. The charity maintains a strong balance sheet with net assets of £2,078,836 and no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by TC Group.
Who funds THE BEVERN TRUST?
Funders whose own accounts filings name THE BEVERN TRUST as a grant recipient include H C D MEMORIAL FUND, THE WILL CHARITABLE TRUST, THE IAN ASKEW CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, NEWICK.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| H C D MEMORIAL FUND | FY2025 | £20k | Health/community |
| THE WILL CHARITABLE TRUST | FY2021 | Unverified read£10k | Care of People with Learning Disabilities |
| THE WILL CHARITABLE TRUST | FY2022 | £7k | Learning Disability |
| THE IAN ASKEW CHARITABLE TRUST | FY2022 | £1k | Grant |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, NEWICK | FY2021 | £600 | Outward Giving |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Sport England | 09/06/2023 | £5k | Community Sports Programme |
| UK government | 23/07/2020 | £9k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 29/06/2016 | £10k | New minibus, especially adapted for people with profound disabilities |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BAND TRUST | 1 | £520k |
| THE OVO CHARITABLE FOUNDATION | 1 | £191k |
| EVERY YOUTH | 1 | £117k |
| W F SOUTHALL TRUST | 1 | £72k |
| THE EARL OF NORTHAMPTON'S CHARITY | 1 | £66k |
| SPIELMAN CHARITABLE TRUST | 1 | £39k |
| NORFOLK & WAVENEY AREA QUAKER MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS | 1 | £30k |
| NORFOLK COMMUNITY FOUNDATION | 1 | £30k |
Charities like this
- BEAVER COMMUNITY TRUST LTD
- THE BRANDON TRUST
- PARKHAVEN TRUST
- SEFTON CHILDRENS TRUST
- THE BENJAMIN FOUNDATION
- THE STEWARDS' TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BEVERN TRUST | £2.2m | — | 0 | unclear | — | no doubt |
| BEAVER COMMUNITY TRUST LTD | £633k | — | 0 | unclear | — | no doubt |
| THE BRANDON TRUST | £77.6m | — | — | unclear | — | no doubt |
| PARKHAVEN TRUST | £7.7m | — | — | unclear | 11.0% | no doubt |
| SEFTON CHILDRENS TRUST | £71k | — | 0 | unclear | — | no doubt |
| THE BENJAMIN FOUNDATION | £8.7m | — | — | unclear | — | no doubt |