THE EVESON TRUST

Registered charity 1196672 · accounts filings on the Charity Commission register · listed website unreachable when last crawled

Latest income
£2.6m
Latest spending
£5.5m
Registered
2021
Accounts read
FY2025

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.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
The Trust’s funds are held as an expendable endowment valued at £104,172,187 at 31 March 2025 (2024: £106,313,209) and therefore the trustees consider a specific reserve of income to be unnecessary. — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Spectrum Days
During the year the charity issued a grant of £65,267 (2024: £nil) to Spectrum Days. Mark Taylor was, at the time, a trustee of both The Eveson Trust and Spectrum Days. — page 29
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Sayer Vincent LLP.

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

Total income
£2.6m
Total spending
£5.5m
Cost of raising funds
£572k
Reserves (reported)
£103.9m
Employees
3

Reported reserves equal ~226.8 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

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

Financial year endIncomeSpending
31/03/2025£2.6m£5.5m
31/03/2024£2.4m£5.1m
31/03/2023£2.0m£6.3m

Common questions

Is THE EVESON TRUST financially healthy?

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. Its FY2025 accounts were audited by Sayer Vincent LLP.

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.

FunderSimilar charities fundedAmount to them
THE BRITFORD BRIDGE TRUST1£500k

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