Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Deficit latest year: -2

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE EVESON TRUST

The Eveson Trust awards grants to registered charities that come within its remit and operate in Herefordshire, Worcestershire and the West Midlands.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£2,012	£6,307	£-4,294	£0	£101,937	£0	n/a	3	0
31/03/22	£1,674	£4,231	£-2,557	£0	£110,823	£0	n/a	3	9
31/03/21	£1,551	£4,992	£-3,442	£0	£113,430	£0	n/a	2	0
31/03/20	£1,893	£3,567	£-1,674	£0	£91,826	£0	n/a	2	0
31/03/19	£1,876	£3,152	£-1,277	£0	£95,359	£0	n/a	2	0
31/03/18	£1,732	£3,044	£-1,311	£0	£91,238	£0	n/a	2	0
31/03/17	£1,645	£2,589	£-944	£0	£88,876	£0	n/a	2	0
31/03/16	£1,425	£3,099	£-1,674	£0	£74,700	£0	n/a	2	0
31/03/15	£1,259	£2,617	£-1,358	£33	£77,735	£0	n/a	2	0
31/03/14	£1,260	£2,500	£-1,239	£36	£69,981	£0	n/a	2	0
31/03/13	£1,417	£2,429	£-1,011	£35	£67,944	£0	n/a	2	0
31/03/12	£1,181	£2,654	£-1,473	£33	£60,657	£0	n/a	2	0
31/03/11	£586	£2,741	£-2,155	£35	£62,174	£0	n/a	2	0
31/03/10	£587	£2,344	£-1,756	£31	£60,488	£0	n/a	2	0
31/03/09	£955	£2,512	£-1,557	£31	£50,816	£0	n/a	2	0
31/03/08	£822	£2,752	£-1,930	£32	£71,812	£0	n/a	2	0
31/03/07	£1,134	£2,482	£-1,348	£31	£74,083	£0	n/a	2	0
05/04/06	£1,122	£2,441	£-1,319	£0	£0	£0	n/a	0	0
05/04/05	£1,390	£2,081	£-691	£0	£0	£0	n/a	0	0
05/04/04	£2,009	£2,729	£-720	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 90%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.2

Asset Split ?

Established: 3 years

https://www.eveson.org.uk

admin@eveson.org.uk

01905 905085

Charity Commission for England and Wales

Listed activities

Disability
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for the elderly

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Coventry City, Dudley, Herefordshire, Sandwell, Solihull, Walsall, Wolverhampton, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

DR DAVID HENRY EVERARD REES FRCP Appointed: 2021

MARK ADRIAN TAYLOR Appointed: 2021

RICHARD ELDON KYNASTON MAINWARING FCA Appointed: 2021

SIR WILLIAM DAVID WIGGIN MP Appointed: 2021

TAMSIN SCZERINA CLIVE Appointed: 2021

VIVIEN COCKERILL Appointed: 2021

JUDITH MILLWARD FCA Appointed: 2021, Other trusteeship: THE JOHN AVINS TRUST,

LOUISE SARAH WOODHEAD Appointed: 2021, Other trusteeship: THE DMF ELLIS CHARITABLE TRUST,

THE RIGHT REVEREND RICHARD CHARLES JACKSON Appointed: 2021, Other trusteeships: THE HARLEY CHARITY, WRIGHT'S CHARITY SCHOOL, INTERCONTINENTAL CHURCH SOCIETY,

Legal constitution

Charity registered in England & Wales on 19/11/2021, number: 1196672

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from EVESON CHARITABLE TRUST on 02/11/2022

Main office

THE EVESON TRUST
OFFICE 7
SANSOME LODGE
6 SANSOME WALK
WORCESTER
WR1 1LH

Objectives

TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS WHOSE ACTIVITIES ARE CONFINED TO OR PRIMARILY UNDERTAKEN IN THE UNITED KINGDOM FOR THE SUPPORT OR RELIEF OF THE PHYSICALLY HANDICAPPED (INCLUDING THE BLIND AND THE DEAF), THE MENTALLY HANDICAPPED, HOSPITALS AND HOSPICES, CHILDREN IN NEED WHETHER DISADVANTAGED OR PHYSICALLY OR MENTALLY HANDICAPPED, THE ELDERLY, THE HOMELESS AND FOR MEDICAL RESEARCH INTO PROBLEMS ASSOCIATED WITH ANY OF THE FOREGOING AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT

Data Sources