THE EVELYN TRUST

Registered charity 232891 · accounts filings on the Charity Commission register · also known as THE EVELYN HOSPITAL

The Evelyn Trust has invested funds to support the relief of sickness, the preservation and protection of health for the public benefit and the promotion of medical research and education within the City of Cambridge, the University of Cambridge and the Anglia Ruskin University in Cambridge or otherwise in the surrounding areas.

Causes: The Advancement Of Health Or Saving Of Lives · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£1.3m
Latest spending
£1.4m
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves stood at £27,905,242, which is below the inflation-adjusted initial fund value of £30,614,303. The charity reported a net deficit for the year of £377,410, driven by investment losses and grant expenditure exceeding income. Despite this, the Trustees consider assets adequate to fulfill obligations and maintain the fund's real-term value.

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

What the accounts disclose

Largest income source: Investment income (62% of income)
“Investment income of £794,522 (2024: £770,304)” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £27.9m)
“funds below the initial value of the fund adjusted for the effects of inflation amounted to £2,697,848” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Ormiston Families, where Charity Director R A R Wood acts as a Trustee.
“During the year to 31 March 2025 The Evelyn Trust made a grant of £35,000 to Ormiston Families for whom Mrs Wood acts as a Trustee. £35,000 of this grant commitment remains outstanding at 31 March 2025.” — page 31
“During the year to 31 March 2024 The Evelyn Trust made a grant of £31,043 to Tom’s Trust for whom Mrs Wood acts as Chief Executive Officer. £31,043 of this grant commitment remains outstanding at 31 March 2025.” — page 31
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Tom's Trust, where Charity Director R A R Wood acts as Chief Executive Officer.
“During the year to 31 March 2025 The Evelyn Trust made a grant of £35,000 to Ormiston Families for whom Mrs Wood acts as a Trustee. £35,000 of this grant commitment remains outstanding at 31 March 2025.” — page 31
“During the year to 31 March 2024 The Evelyn Trust made a grant of £31,043 to Tom’s Trust for whom Mrs Wood acts as Chief Executive Officer. £31,043 of this grant commitment remains outstanding at 31 March 2025.” — page 31
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PEM Audit Limited. Discloses 4 of 6 completeness components.

Corporate structure

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Public profiles (found on the charity’s own website): facebook

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

Total income
£1.3m
Total spending
£1.4m
Cost of raising funds
£58k
Reserves (reported)
£27.9m
Employees
0

Reported reserves equal ~231.1 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (62% 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: 4.5% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Cambridgeshire

Income and spending

Financial year endIncomeSpending
31/03/2025£1.3m£1.4m
31/03/2024£1.1m£1.2m
31/03/2023£1.0m£2.6m
31/03/2022£833k£1.3m
31/03/2021£1.0m£1.4m

Common questions

Is THE EVELYN TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted reserves stood at £27,905,242, which is below the inflation-adjusted initial fund value of £30,614,303. The charity reported a net deficit for the year of £377,410, driven by investment losses and grant expenditure exceeding income. Despite this, the Trustees consider assets adequate to fulfill obligations and maintain the fund's real-term value. Its FY2025 accounts were audited by PEM Audit Limited.

Who funds THE EVELYN TRUST?

Funders whose own accounts filings name THE EVELYN TRUST as a grant recipient include THE BRITFORD BRIDGE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE BRITFORD BRIDGE TRUSTFY2024£250kPrimary
THE BRITFORD BRIDGE TRUSTFY2023£250kPrimary

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
ASSOCIATION OF NHS CHARITIES1£544k
WRIGHT'S CLOCK LAND CIO1£305k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE EVELYN TRUST£1.3m—0below—no doubt
Evelyn Partners Charitable Trust FY2025£101k—0above—no doubt
THE VALERIE EVELYN MORANT TRUST FY2024£158k—0unclear—no doubt
THE EVESON TRUST FY2025£2.6m——below—no doubt
THE EDMUND TRUST FY2025£11.1m£80,001 - £90,000—unclear—no doubt
G F EYRE CHARITABLE TRUST FY2025£124k—0above—no doubt

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