THE EVELYN TRUST
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Cash
£868k
-49.1% vs 2024
Net assets
£28m
-1.3% vs 2024
Employees
—
Average over period
Profit before tax
—
Period ending 2025-03-31
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · Δ = latest vs prior filed period · latest reflected 2025-03-31
| Metric | Trend | 2024-03-31 | 2025-03-31 | Δ vs prior |
|---|---|---|---|---|
| Total income | — | — | — | |
| Operating profit | — | — | — | |
| Profit before tax | — | — | — | |
| Net profit | £993,987 | -£377,410 | -138% | |
| Cash | £1,704,460 | £868,307 | -49.1% | |
| Total assets less current liabilities | £28,633,203 | £28,367,904 | -0.9% | |
| Net assets | £28,293,865 | £27,916,455 | -1.3% | |
| Equity | £28,293,865 | £27,916,455 | -1.3% | |
| 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 |
|---|---|---|---|
| Gearing (liabilities / total assets) | 11.9% | 9.2% | |
| Current ratio | 0.50x | 0.43x |
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. 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
- 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.”
Significant events
- “The Covid backlog is nearly ended, but a data breach at Addenbrooke's Hospital and the Clinical School in 2024 denied researchers access to their data for quite some time and caused delays in analysis and reporting.”
- “Following review, and after significant issues with Barclays, we changed our main bank account to Handelsbanken.”
- “Unfortunately, Jimmy's ran into difficulties recruiting the necessary member of staff for their project. Despite numerous efforts, and even after re-aligning the project, they decided the project could not go ahead and the grant funding has been written back.”
- “2024/25 was a challenging year for investors. The continuing war in Ukraine and conflict in Gaza as well as the uncertainty around US import tariffs have all contributed to volatility in investment markets.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
11 active · 22 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 |
| BORYSIEWICZ, Leszek Krzysztof, Professor Sir | Director | 2025-11-07 | Apr 1951 | 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 |
| 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 |
Show 22 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 |
| 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 176 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 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 | |
| 2023-09-04 | CH01 | officers | Change person director company with change date | |
| 2023-09-04 | CH01 | officers | Change person director company with change date | |
| 2023-09-04 | CH01 | officers | Change person director company with change date | |
| 2023-09-04 | CH01 | officers | Change person director company with change date | |
| 2023-09-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-09-04 | CH01 | officers | Change person director company with change date | |
| 2023-09-04 | CH01 | officers | Change person director company with change date | |
| 2023-09-04 | CH01 | officers | Change person director company with change date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 1
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.