Evelyn Partners Charitable Trust

Charity number: 278880
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants are made to other registered charities (not individuals) recommended by the Trustees and by staff of the Evelyn Partners Group of Companies. Unsolicited applications are not accepted.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £54,845
Total expenditure: £142,711

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 17 December 1979: Standard registration
Organisation type:
Other
Other names:
  • CASTLE EDUCATIONAL TRUST (Working name)
  • THE TOWRY CHARITABLE TRUST ALSO KNOWN AS CASTLE EDUCATIONAL TRUST (Previous name)
  • THE TOWRY LAW CHARITABLE TRUST ALSO KNOWN AS CASTLE EDUCATIONAL TRUST (Previous name)
  • TILNEY CHARITABLE TRUST (Previous name)
  • TOWRY LAW CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PAUL MARTIN FRASER FRAME Chair 31 July 2017
None on record
Michelle Murphy Trustee 23 January 2024
None on record
Charlotte Davies Trustee 02 May 2023
None on record
Bennedetta Peto Trustee 28 June 2019
None on record
Rebecca Louise Parcolazo-Rudge Trustee 03 October 2018
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £15.24k £101.11k £47.97k £51.19k £54.85k
Total expenditure £77.77k £74.64k £103.60k £112.92k £142.71k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 13 January 2025 On Time
Accounts and TAR 31 March 2024 13 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 09 January 2023 On Time
Accounts and TAR 31 March 2022 09 January 2023 On Time Download Open in new window
Annual return 31 March 2021 28 January 2022 On Time
Accounts and TAR 31 March 2021 28 January 2022 On Time Download Open in new window
Annual return 31 March 2020 24 February 2021 24 days late
Accounts and TAR 31 March 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 26 OCTOBER 1979 AS AMENDED BY RESOLUTION PASSED 1 SEPTEMBER 1980, DEED DATED 19 FEBRUARY 2009 AND DEED DATED 1 JULY 2010. AS AMENDED ON 28 FEB 2017 as amended on 28 Jun 2022 as amended on 28 Jun 2022

Charitable objects

(1) THE ADVANCEMENT OF THE EDUCATION OF YOUNG PERSONS UP TO THE AGE OF TWENTY-FIVE YEARS (OR SUCH LATER AGE AS THE TRUSTEES SHALL DETERMINE IN ANY PARTICULAR CASE HAVING REGARD TO THE CIRCUMSTANCES OF THE YOUNG PERSONS CONCERNED) INSOFAR AS THE SAME MAY BE CHARITABLE WITHIN THE LEGAL MEANING OF THE TERM; AND (2) ANY OTHER CHARITABLE OBJECTS WITHIN THE LEGAL MEANING OF THE TERM AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
45 Gresham Street
LONDON
EC2V 7BG
Phone:
020 7131 4220
Email:
group.secretariat@evelyn.com
Website:

No information available