THE EVERARD FOUNDATION

Registered charity 272248 · accounts filings on the Charity Commission register

This charity is a grant making trust which only makes grants or loans to other registered charities.

Causes: General Charitable Purposes · Education/training · Disability · The Prevention Or Relief Of Poverty · Amateur Sport · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income
£133k
Latest spending
£61k
Registered
1977
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £17,598,481, significantly exceeding the trustees' policy target of retaining only sufficient reserves to respond to urgent appeals. The charity reported a net movement in funds of £227,051, driven by investment gains, and confirmed it has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: retain a reserve only sufficient to be able to respond expeditiously and when appropriate to urgent appeals (held: £17.6m)
“It is the trustees’ policy to distribute approximately one year's income in the course of each financial year and to retain a reserve only sufficient to be able to respond expeditiously and when appropriate to urgent appeals.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Warning Zone is a charitable company limited by guarantee of which Mr Richard A S Everard OBE is the president. The trustees subsequently agreed that Warning Zone could receive a repayment holiday.
“Warning Zone is a charitable company limited by guarantee of which Mr Richard A S Everard OBE is the president. The trustees subsequently agreed that Warning Zone could receive a repayment holiday, on the basis that the repayments could be made when the funds became available.” — page 13
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £17,598,481, significantly exceeding the trustees' policy target of retaining only sufficient reserves to respond to urgent appeals. The charity reported a net movement in funds of £227,051, driven by investment gains, and confirmed it has adequate resources to continue in operational existence for the foreseeable future. Its FY2024 accounts were independently examined.

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GRANT FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE EVERARD FOUNDATION£133k—0above—no doubt
THE GRANT FOUNDATION FY2024£185k—0within—no doubt
Evelyn Partners Charitable Trust FY2025£101k—0above—no doubt
The Framlingham Foundation Trust T/A The Ed Sheeran Suffolk Music Foundation FY2024£895k——unclear—no doubt
THE EQ FOUNDATION FY2025£1.0m—0above—no doubt
EZER MIKOIDESH FOUNDATION FY2025£493k—0unclear—noted

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