THE EVESON TRUST

Registered charity 1196672 · accounts filings on the Charity Commission register

The Eveson Trust awards grants to registered charities that come within its remit and operate in Herefordshire, Worcestershire and the metropolitan boroughs of the West Midlands.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Other Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity operates on an expendable endowment model with total funds of £104,172,187, noting that a specific reserve of income is considered unnecessary. Per the trustees' report, the charity relies entirely on investment income and returns to fund its activities, with unrestricted funds showing a net expenditure of £2,293,839 covered by transfers from the endowment. The trustees and auditors confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Sayer Vincent LLP. Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~226.8 months of spending — in the top quarter for charities its size (median 4.8 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: 21.8% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Register events

• Received assets from another charity (02/11/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Charles William Moyle J.P.
• Dr David Henry Everard Rees FRCP
• JUDITH MILLWARD FCA · trustee of 1 other charity
• Mark Taylor · trustee of 1 other charity
• Shanti Loraine Samuel Giles
• TAMSIN SCZERINA CLIVE · trustee of 1 other charity
• The Right Reverend Richard Charles Jackson · trustee of 2 other charities
• VIVIEN COCKERILL

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

Operates in: Birmingham City · Coventry City · Dudley · Herefordshire · Sandwell · Solihull · Walsall · Wolverhampton · Worcestershire

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Evelyn Partners Charitable Trust.

• Evelyn Partners Charitable Trust income £101k
• JOHN MARTIN'S CHARITY income £1.1m
• THE HAWTHORNE CHARITABLE TRUST income £242k
• THE HAMPSTEAD WELLS AND CAMPDEN TRUST income £979k
• THE CONSTANCE TRAVIS CHARITABLE TRUST income £3.3m
• HARTSWOOD TRUST income £343k

Side by side with its peers

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