THE EVELYN TRUST
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.
What the accounts disclose
“funds below the initial value of the fund adjusted for the effects of inflation amounted to £2,697,848” — page 8
“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
“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
Corporate structure
- Registered company of the charity Companies House 00166995
Leadership, per the charity’s website
- Rebecca Wood — Charity Director
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- JEREMY HENRY MOORE NEWSUMchair
- Christopher Ewbank
- Dr Caroline Rebecca Jones
- Dr Rachel Helen Harmer
- Dr Trevor Patrick Baglin
- GRAEME PROUDFOOT
- Helen Patricia Cook
- JEREMY WINGATE PEMBERTON
- MR WILL DAWKINS
- MS AMY AGNEW
- Norest Mararike
- Professor Rebecca Fitzgerald
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
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
| Funder | Year | Amount |
|---|---|---|
| THE BRITFORD BRIDGE TRUST | FY2024 | £250k |
| THE BRITFORD BRIDGE TRUST | FY2023 | £250k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WRIGHT'S CLOCK LAND CIO | 1 | £305k |