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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

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

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves stood at £1,784,093, a decrease from the previous year's £1,832,615. The trustees report that the overall financial position is adequate and confirm the charity is a going concern, noting that the group of companies supports the charity through the provision of services and potential donations in severe market downturns.

What the accounts disclose

Reserves policy: 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. (held: £1.8m)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 2: The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
“The cost of insurance to indemnify the Trustees against the consequences of any neglect or default on their part is covered by the Evelyn Partners group of companies as part of the Evelyn Partners group insurance at nil cost to the Trust.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 11: The cost of insurance to indemnify the Trustees against the consequences of any neglect or default on their part is covered by the Evelyn Partners group of companies as part of the Evelyn Partners group insurance at nil cost to the Trust.
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
“The cost of insurance to indemnify the Trustees against the consequences of any neglect or default on their part is covered by the Evelyn Partners group of companies as part of the Evelyn Partners group insurance at nil cost to the Trust.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 10: The Trust has an administration agreement with the Evelyn Partners group of companies. Under these agreements, the Trust and company paid the Evelyn Partners group of companies £nil in 2025 (2024: £nil).
“The Evelyn Partners Group also paid £4,260 (2024: £3,900) in third party professional fees on behalf of the Trust.”
“The cost of insurance to indemnify the Trustees against the consequences of any neglect or default on their part is covered by the Evelyn Partners group of companies as part of the Evelyn Partners group insurance at nil cost to the Trust.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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?

The accounts state that total unrestricted reserves stood at £1,784,093, a decrease from the previous year's £1,832,615. The trustees report that the overall financial position is adequate and confirm the charity is a going concern, noting that the group of companies supports the charity through the provision of services and potential donations in severe market downturns. Its FY2025 accounts were independently examined.

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