Finance Score: 1
Governance Score: 6
Support Score: 0
  • Poor Liquidity: -1
  • Good Reserves: +1Reasonable growth: +1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 7 ?

THE EVELYN TRUST 

The Evelyn Trust has invested funds to support the relief of sickness, the preservation and protection of health for the public benefit and the promotion of medical research and education within the City of Cambridge, the University of Cambridge and the Anglia Ruskin University in Cambridge or otherwise in the surrounding areas.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • This charity only provides its support via other charities

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available

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£1,013£2,612£-1,598£0£27,300£27,310125.500
31/03/22£833£1,317£-484£0£30,544£30,560278.400
31/03/21£1,023£1,428£-405£0£29,238£29,298246.200
31/03/20£1,023£1,218£-196£0£23,529£23,510231.600
31/03/19£1,016£1,470£-454£0£25,879£25,860211.100
31/03/18£1,338£1,106£232£0£25,613£25,613277.800
31/03/17£920£1,085£-165£0£25,871£25,871286.200
31/03/16£909£987£-78£0£22,305£22,305271.200
31/03/15£894£975£-81£29£23,277£23,277286.500
31/03/14£890£2,532£-1,642£27£21,690£21,690102.800
31/03/13£806£722£84£27£22,309£22,309370.800
31/03/12£832£84£748£28£20,070£20,070287000
31/03/11£804£587£217£28£19,480£19,480398.300
31/03/10£630£1,774£-1,144£23£18,438£18,438124.700
31/03/09£850£2,087£-1,237£24£15,698£15,69890.200
31/03/08£1,011£1,193£-182£24£20,835£20,835209.600
31/03/07£755£1,070£-315£23£21,765£21,76524400
31/03/06£724£892£-169£0£0£0n/a00
31/03/05*£684£688£-4£0£0£0n/a00
31/03/04£721£109£612£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 4.1%
Fundraising Costs/Total Spending: 0.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 428%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 125.5 months
Net Current Assets/Spending: -9 months
Quick Ratio: 0.2
Asset Split ?
Established: 60 years
(104 years as a company)

www.evelyntrust.com

office@evelyntrust.com

01954 230389

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Colleges and universities
How it operates
  • Makes Grants to Organisations
Where it operates
  • Cambridgeshire,
Who it helps
  • Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 40-70
Legal constitution
  • Charitable company registered in England & Wales on 07/05/1964, number: 232891
  • Registered at Companies House on 01/05/1920, number: 00166995
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR05: 1 days late,
Main office

The Evelyn Trust
PO Box 1436
Willingham
CAMBRIDGE
CB24 5YX

Objectives

THE OBJECTS FOR WHICH THE TRUST IS ESTABLISHED ARE THE RELIEF OF SICKNESS, THE PRESERVATION AND PROTECTION OF HEALTH FOR THE PUBLIC BENEFIT AND THE PROMOTION OF MEDICAL RESEARCH AND MEDICAL EDUCATION, INCLUDING IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) TO SUPPORT BODIES (INCORPORATED OR NOT) SITUATE WITHIN THE CITY OF CAMBRIDGE, THE UNIVERSITY OF CAMBRIDGE OR ANGLIA POLYTECHNIC UNIVERSITY IN CAMBRIDGE OR OTHERWISE SITUATE IN THE SURROUNDING AREAS PROMOTING THE RELIEF OF SICKNESS, THE PRESERVATION AND PROTECTION OF HEALTH OR MEDICAL RESEARCH.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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