THE EVELYN TRUST
Get an alert when THE EVELYN TRUST files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Cash
£988k
+13.8% vs 2025
Net assets
£31m
+10.6% highest in 3 filed years
Employees
—
Average over period
Profit before tax
£3m
+886.8% vs 2025
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2026-03-31
| Metric | Trend | 2024-03-31 | 2025-03-31 | 2026-03-31 | Δ vs prior |
|---|---|---|---|---|---|
| Total income | — | £1,283,691 | £1,206,381 | -6% | |
| Operating profit | — | — | — | — | |
| Profit before tax | — | -£377,410 | £2,969,580 | +886.8% | |
| Net profit | £993,987 | -£377,410 | £2,969,580 | +886.8% | |
| Cash | £1,704,460 | £868,307 | £988,023 | +13.8% | |
| Total assets less current liabilities | £28,633,203 | £28,367,904 | £31,302,744 | +10.3% | |
| Net assets | £28,293,865 | £27,916,455 | £30,886,035 | +10.6% | |
| Equity | £28,293,865 | £27,916,455 | £30,886,035 | +10.6% | |
| Average employees | — | — | — | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|
| Net margin | — | -29.4% | — | |
| Gearing (liabilities / total assets) | 11.9% | 9.2% | 8.2% | |
| Current ratio | 0.50x | 0.43x | 0.45x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Name history
Renamed 2 times since incorporation
- THE EVELYN TRUST 2003-01-14 → present
- EVELYN HOSPITAL(THE) 1983-08-25 → 2003-01-14
- EVELYN NURSING HOME(THE) 1920-05-01 → 1983-08-25
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- PEM Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Trustees consider that there are no material uncertainties about the Charity's ability to continue as a going concern.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
12 active · 23 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| AGNEW, Amy | Director | 2007-02-01 | Nov 1979 | British |
| BAGLIN, Trevor Patrick | Director | 2017-11-09 | Jun 1958 | British |
| COOK, Helen Patricia | Director | 2023-01-27 | Dec 1983 | British |
| DAWKINS, William Mark Ransford | Director | 2010-11-04 | Oct 1956 | British |
| EWBANK, Christopher Francis | Director | 2024-10-31 | Sep 1961 | British |
| FITZGERALD, Rebecca Clare, Professor | Director | 2016-01-22 | Sep 1968 | British |
| HARMER, Rachel Helen, Dr | Director | 2026-01-30 | Oct 1971 | British |
| MARARIKE, Norest | Director | 2021-10-28 | Apr 1967 | British |
| NEWSUM, Jeremy Henry Moore | Director | 2016-12-12 | Apr 1955 | British |
| PEMBERTON, Jeremy Wingate | Director | 2010-11-04 | Sep 1977 | British |
| PROUDFOOT, Graeme John | Director | 2025-11-07 | Mar 1964 | British |
| TREGIDGO, Caroline Rebecca | Director | 2026-01-30 | Jan 1964 | British |
Show 23 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ALLEN, John Edwin Charles, Commander | Secretary | — | 1992-04-01 |
| CROOK, Kristin | Secretary | 1999-05-20 | 2000-09-08 |
| PIKE, William | Secretary | 2011-04-01 | 2021-01-29 |
| SWINDLEHURST, Robert Ian | Secretary | 1992-04-01 | 1999-03-12 |
| WATERS, Brian Wallace | Secretary | 2000-09-27 | 2011-03-31 |
| WOOD, Rebecca Ann | Secretary | 2021-01-29 | 2024-08-30 |
| AGNEW, Morland Herbert Julian | Director | 2001-07-26 | 2016-11-10 |
| AGNEW, Morland Herbert Julian | Director | — | 1999-08-13 |
| BORYSIEWICZ, Leszek Krzysztof, Professor Sir | Director | 2025-11-07 | 2026-04-27 |
| BRADFIELD, Robert Andrew Richard | Director | 2004-01-29 | 2017-11-09 |
| CHANCELLOR, Nigel Hugh Mosman, Dr | Director | 2003-12-16 | 2005-09-30 |
| CROOKENDEN, George Wayet Derek | Director | — | 1998-08-13 |
| DASTUR, William Charles Mason | Director | 1998-09-24 | 2004-01-16 |
| FROST, Adrian Charles | Director | 2005-04-21 | 2025-11-07 |
| GREEN, Julia Margaret | Director | — | 2006-01-19 |
| HORLER, Michael George | Director | — | 1999-03-25 |
| PEMBERTON, Peter Richard Wingate | Director | — | 2015-11-05 |
| PIKE, William | Director | 2011-11-16 | 2021-10-28 |
| ROSS RUSSELL, Robert Ian, Dr | Director | 2006-11-09 | 2018-01-19 |
| ROWELL, Oliver John | Director | — | 2004-11-04 |
| SQUIER, Julia Elizabeth Offord | Director | 1998-09-24 | 2021-10-28 |
| THOMAS, Catherine Peta | Director | 2012-11-07 | 2023-11-09 |
| WATERS, Brian Wallace | Director | 1998-09-24 | 2003-04-14 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 184 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-06-23 RESOLUTIONS Resolution
- 2026-06-23 MA Memorandum articles
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-10-19 | AA | accounts | Accounts with accounts type full | |
| 2026-09-02 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-06-27 | RP01AP01 | officers | Replacement filing of director appointment with name | |
| 2026-06-23 | RESOLUTIONS | resolution | Resolution | |
| 2026-06-23 | MA | incorporation | Memorandum articles | |
| 2026-06-10 | AP01 | officers | Appoint person director company with name date | |
| 2026-06-10 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-13 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-23 | AP01 | officers | Appoint person director company with name date | |
| 2025-11-28 | TM01 | officers | Termination director company with name termination date | |
| 2025-11-28 | AP01 | officers | Appoint person director company with name date | |
| 2025-10-24 | AA | accounts | Accounts with accounts type full | |
| 2025-09-02 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-02 | CH01 | officers | Change person director company with change date | |
| 2025-01-08 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-30 | AA | accounts | Accounts with accounts type full | |
| 2024-09-02 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-09-02 | TM02 | officers | Termination secretary company with name termination date | |
| 2023-11-14 | TM01 | officers | Termination director company with name termination date | |
| 2023-10-17 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 12
- Capital events
- 0
- Officers appointed
- 3
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.