THE EVERARD FOUNDATION
Financial health, per its FY2023 accounts
The accounts state that the trust is a going concern with adequate resources to continue in operational existence for the foreseeable future, funded by its investment portfolio. The trustees are satisfied that systems are in place to mitigate risks related to investment fluctuations and cyber-crime. Although the portfolio has faced negative impacts from Covid-19, it retains sufficient value to support continued grant making.
What the accounts disclose
“Mr. Atkinson is, however, a partner in Currey & Co LLP, 33 Queen Anne Street, London Wl G 9HY, solicitors to the trust who provided secretarial, accountancy and tax services charging an annual fee in this connection, details of which appear in the financial statements.” — page 2
“The trustees also believe that it remains in the trust's best interest to continue to hold shares in EB Ltd in the expectation of a reasonable dividend income stream deriving from that shareholding.”
Trustees
- Julian William Spencer Everard
- MRS Charlotte Ione Everard
- Richard Anthony Spencer Everard
- SIMON JONATHAN ATKINSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £133k | £61k |
| 05/04/2024 | £102k | £48k |
| 05/04/2023 | £90k | £84k |
| 05/04/2022 | £62k | £107k |
| 05/04/2021 | £78k | £97k |
Common questions
Is THE EVERARD FOUNDATION financially healthy?
The accounts state that the trust is a going concern with adequate resources to continue in operational existence for the foreseeable future, funded by its investment portfolio. The trustees are satisfied that systems are in place to mitigate risks related to investment fluctuations and cyber-crime. Although the portfolio has faced negative impacts from Covid-19, it retains sufficient value to support continued grant making. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GENERATIONAL FOUNDATION | 1 | £500k |
| E AND E KERNKRAUT CHARITIES LIMITED | 1 | £26k |
| RONTADES LIMITED | 1 | £25k |
| BEIS KOSOV | 1 | £9k |
| SHAAREI RACHAMIM LIMITED | 1 | £8k |
| KAHAL IMREI CHAIM LIMITED | 1 | £5k |
| TRUEDENE CO LIMITED | 1 | £5k |