THE EVELYN TRUST
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.
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
“Investment income of £794,522 (2024: £770,304)” — page 8
“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
Company officers (Companies House)
- TREGIDGO, Caroline Rebecca not on trustee list
- HARMER, Rachel Helen, Dr on trustee list
- PROUDFOOT, Graeme John on trustee list
- EWBANK, Christopher Francis on trustee list
- COOK, Helen Patricia on trustee list
- MARARIKE, Norest on trustee list
- BAGLIN, Trevor Patrick on trustee list
- NEWSUM, Jeremy Henry Moore on trustee list
- FITZGERALD, Rebecca Clare, Professor on trustee list
- PEMBERTON, Jeremy Wingate on trustee list
- DAWKINS, William Mark Ransford not on trustee list
- AGNEW, Amy on trustee list
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?
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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BRITFORD BRIDGE TRUST | FY2024 | £250k | Primary |
| THE BRITFORD BRIDGE TRUST | FY2023 | £250k | Primary |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £544k |
| WRIGHT'S CLOCK LAND CIO | 1 | £305k |
Charities like this
- Evelyn Partners Charitable Trust
- THE VALERIE EVELYN MORANT TRUST
- THE EVESON TRUST
- THE EDMUND TRUST
- G F EYRE CHARITABLE TRUST
- MASON MEDICAL RESEARCH TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE EVELYN TRUST | £1.3m | — | 0 | below | — | no doubt |
| Evelyn Partners Charitable Trust | £101k | — | 0 | above | — | no doubt |
| THE VALERIE EVELYN MORANT TRUST | £158k | — | 0 | unclear | — | no doubt |
| THE EVESON TRUST | £2.6m | — | — | below | — | no doubt |
| THE EDMUND TRUST | £11.1m | £80,001 - £90,000 | — | unclear | — | no doubt |
| G F EYRE CHARITABLE TRUST | £124k | — | 0 | above | — | no doubt |