The Wilverley Association, Trading as Everwood Care Charity
To express the teachings of Christ by caring for the aged by means of the provision of residential accommodation (including nursing, medical and other care) for retired people of professional and similar backgrounds. The charity operates two homes offering care with nursing to people aged 65 and over at Brockenhurst (Forest Oaks, 46 beds) and Dibden Purlieu, Southampton (Little Haven, 41 beds).
Objects
3.1 THE OBJECTS OF THE CHARITY (THE “OBJECTS”) ARE FOR THE PUBLIC BENEFIT:-3.1.1 TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ACCORDANCE WITH CHRISTIAN VALUES IRRESPECTIVE OF FAITH, RACE, COLOUR, GENDER OR CREED IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE;3.1.2 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £88,857 for the year ended 31 March 2025, following a deficit in the prior year. Free unrestricted reserves were positive at £30,495, which is below the trustees' stated policy target of three months' normal charitable expenditure. The trustees note adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“During the year payments of £25,529 were made to Rhys Petterson who was appointed a trustee on 15 March 2024 and resigned 13 August 2024. Of the £25,529 paid during the period, £18,719 was paid to him when he was still a trustee.” — page 32
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Trustee conflicts of interest policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £1,346,980 — contracts £1,346,980 (5); 30% of the £4,520,359 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £70,001–£80,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £1,212,092 — contracts £1,212,092 (3); 28% of the £4,369,692 total gross income on the same return
- Employees paid over £60,000: 2 (£70,001–£80,000: 2)
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £1,167,439 — contracts £1,167,439 (3); 27% of the £4,366,969 total gross income on the same return
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 4 were received after the due date: year ending 31/03/2024 (received 23/05/2025, 112 days after the 31/01/2025 due date); year ending 31/03/2023 (received 28/11/2024, 302 days after the 31/01/2024 due date); year ending 31/03/2022 (received 10/02/2023, 10 days after the 31/01/2023 due date); year ending 31/03/2021 (received 17/02/2022, 17 days after the 31/01/2022 due date).
Corporate structure
- Registered company of the charity Companies House 00817104
Company officers (Companies House)
- DELACOUR, Ruth Margaret on trustee list
- SMITH, Geoffrey Brian on trustee list
- BIDDLECOMBE, Carole on trustee list
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Carole BIDDLECOMBE
- Geoffrey Smith
- Julian Hicks
- Michael Robin Chavasse Fielding Jones
- Ruth Delacour
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.5m | £4.4m |
| 31/03/2024 | £4.4m | £5.1m |
| 31/03/2023 | £4.4m | £5.4m |
| 31/03/2022 | £4.7m | £4.6m |
| 31/03/2021 | £4.6m | £4.4m |
Common questions
Is The Wilverley Association, Trading as Everwood Care Charity financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £88,857 for the year ended 31 March 2025, following a deficit in the prior year. Free unrestricted reserves were positive at £30,495, which is below the trustees' stated policy target of three months' normal charitable expenditure. The trustees note adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Azets Audit Services.
Who funds The Wilverley Association, Trading as Everwood Care Charity?
Funders whose own accounts filings name The Wilverley Association, Trading as Everwood Care Charity as a grant recipient include THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF LEIGH, (DIOCESE OF CHELMSFORD).
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF LEIGH, (DIOCESE OF CHELMSFORD) | FY2022 | £5k | Grant/Donation |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE EDWARD GOSTLING FOUNDATION | 1 | £120k |
| CHARITY OF SIR RICHARD WHITTINGTON | 1 | £105k |
| THE INMAN CHARITY | 1 | £5k |
| THE ANTON JURGENS CHARITABLE TRUST | 1 | £3k |
| THE COLE CHARITABLE TRUST | 1 | £2k |
| Emmanuel Baptist Church Thamesmead | 1 | £1k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHRIST CHURCH SIDCUP | 1 | £150 |
Charities like this
- Evergreen Care UK
- WIRRELDERLY
- FARLEY HOSPITAL
- EMILY BENTLEY HOMES
- BEVERLEY CONSOLIDATED CHARITY
- BROADENING CHOICES FOR OLDER PEOPLE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| The Wilverley Association, Trading as Everwood Care Charity | £4.5m | — | — | unclear | — | no doubt |
| Evergreen Care UK | £797k | — | 0 | unclear | — | no doubt |
| WIRRELDERLY | £6.4m | — | — | below | — | no doubt |
| FARLEY HOSPITAL | £88k | — | 0 | unclear | — | no doubt |
| EMILY BENTLEY HOMES | £31k | — | 0 | unclear | — | no doubt |
| BEVERLEY CONSOLIDATED CHARITY | £1.3m | £70,000 - £80,000 | 4 | unclear | — | no doubt |