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Evelyn Partners Charitable Trust

Registered charity 278880 · accounts filings on the Charity Commission register · also known as CASTLE EDUCATIONAL TRUST, THE TOWRY CHARITABLE TRUST ALSO KNOWN AS CASTLE EDUCATIONAL TRUST, THE TOWRY LAW CHARITABLE TRUST ALSO KNOWN AS CASTLE EDUCATIONAL TRUST, TILNEY CHARITABLE TRUST, TOWRY LAW CHARITABLE TRUST

Grants are made to other registered charities (not individuals) recommended by the Trustees and by staff of the Evelyn Partners Group of Companies. Unsolicited applications are not accepted.

Objects

(1) THE ADVANCEMENT OF THE EDUCATION OF YOUNG PERSONS UP TO THE AGE OF TWENTY-FIVE YEARS (OR SUCH LATER AGE AS THE TRUSTEES SHALL DETERMINE IN ANY PARTICULAR CASE HAVING REGARD TO THE CIRCUMSTANCES OF THE YOUNG PERSONS CONCERNED) INSOFAR AS THE SAME MAY BE CHARITABLE WITHIN THE LEGAL MEANING OF THE TERM; AND (2) ANY OTHER CHARITABLE OBJECTS WITHIN THE LEGAL MEANING OF THE TERM AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Grant history (this charity is a funder) · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Latest income
£101k
Latest spending
£185k
Registered
1979
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust's overall financial position is adequate, with total unrestricted reserves of £1,784,093 at the year end. The Trust reported a net decrease in funds of £48,522 for the year, driven by charitable expenditure exceeding income, although this was partially offset by net investment gains. The Trustees confirm the Trust is a going concern and maintains a cash reserve intended to meet six months of forecast expenditure.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: to maintain net assets from the investment portfolio at a sufficient level to cover charitable activities and running expenses through capital growth. No minimum level has been set for the reserves held, but the Trustees have undertaken to regularly monitor all inflows and outflows should reserves drop below the £1 million level. The Trustees aim to maintain a short term cash reserve sufficient to meet 6 months forecast expenditure (grants) (reserves figure: £1.8m)
“The policy is to maintain net assets from the investment portfolio at a sufficient level to cover charitable activities and running expenses through capital growth. No minimum level has been set for the reserves held, but the Trustees have undertaken to regularly monitor all inflows and outflows should reserves drop below the £1 million level. The Trustees aim to maintain a short term cash reserve sufficient to meet 6 months forecast expenditure (grants) and to review the cash position periodically in the context of a cash flow forecast.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Evelyn Partners Group donated £85,000 to the Trust.
“During the year the Evelyn Partners Group donated £85,000 (2024: £50,000) to the Trust as a contribution towards the expenditure on matching employee fund raising and payroll giving.” — page 12
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Evelyn Partners Group paid £4,260 in third party professional fees on behalf of the Trust.
“During the year the Evelyn Partners Group donated £85,000 (2024: £50,000) to the Trust as a contribution towards the expenditure on matching employee fund raising and payroll giving.” — page 12
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Evelyn Partners group provides administration support and indemnity insurance at nil cost.
“During the year the Evelyn Partners Group donated £85,000 (2024: £50,000) to the Trust as a contribution towards the expenditure on matching employee fund raising and payroll giving.” — page 12
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The cost of indemnity insurance is covered by the Evelyn Partners group at nil cost.
“During the year the Evelyn Partners Group donated £85,000 (2024: £50,000) to the Trust as a contribution towards the expenditure on matching employee fund raising and payroll giving.” — page 12
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

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
31/03/2025£101k£185k
31/03/2024£55k£143k
31/03/2023£51k£113k
31/03/2022£48k£104k
31/03/2021£101k£75k

Common questions

Is Evelyn Partners Charitable Trust financially healthy?

Per its FY2025 accounts: The accounts state that the Trust's overall financial position is adequate, with total unrestricted reserves of £1,784,093 at the year end. The Trust reported a net decrease in funds of £48,522 for the year, driven by charitable expenditure exceeding income, although this was partially offset by net investment gains. The Trustees confirm the Trust is a going concern and maintains a cash reserve intended to meet six months of forecast expenditure. Its FY2025 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.

FunderSimilar charities fundedAmount to them
THE BRITFORD BRIDGE TRUST1£250k
ACTING FOR OTHERS1£15k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with The Evelyn Phipps Memorial Fund.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
Evelyn Partners Charitable Trust£101k——above—no doubt
The Evelyn Phipps Memorial Fund FY2025£25k—0unclear—no doubt
THE EVELYN TRUST FY2025£1.3m—0below—no doubt
EVELYN MAY TRUST FY2025£27k——unclear—no doubt
THE VERMEER PARTNERS CHARITABLE TRUST FY2025£26k—0above—no doubt
DR. VIVIAN CHILD CHARITABLE TRUST FY2025£51k—0below—no doubt

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