The Wilverley Association, Trading as Everwood Care Charity

Charity number: 237911
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To express the teachings of Christ by caring for the aged by means of the provision of residential accommodation (including nursing, medical and other care) for retired people of professional and similar backgrounds. The charity operates two homes offering care with nursing to people aged 65 and over at Brockenhurst (Forest Oaks, 46 beds) and Dibden Purlieu, Southampton (Little Haven, 41 beds).

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£4,520,359

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £3.87k
Charitable activities £4.47m
Other trading activities £0
Investments £20.61k
Other £28.21k

Total expenditure:
£4,425,462

Text alternative for this canvas graphic is in the data table below.
Raising funds £5.01k
Charitable activities £4.42m
Other £0

-£6,040 investments gains (losses)

Total income includes £1,346,980 from 5 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £5.01k
Charitable expenditure £4.42m
Retained for future use £94.90k

People

101 Employee(s)

5 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

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

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Hampshire
  • Portsmouth City
  • Southampton City

Governance

Registration history:
  • 30 October 1964: Standard registration
Organisation type:
Charitable company
Other names:
  • FOREST OAKS (Working name)
  • LITTLE HAVEN (Working name)
  • THE WILVERLEY ASSOCIATION (Previous name)
  • THE WILVERLEY ASSOCIATION LIMITED (Previous name)
Company number:
00817104 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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
Ruth Delacour Trustee 15 January 2025
None on record
Geoffrey Smith Trustee 15 January 2025
None on record
Michael Robin Chavasse Fielding Jones Trustee 13 August 2024
None on record
Julian Hicks Trustee 01 October 2023
None on record
Carole BIDDLECOMBE Trustee 30 August 2023
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 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £4.55m £4.71m £4.37m £4.37m £4.52m
Total expenditure £4.41m £4.61m £5.45m £5.11m £4.43m
Income from government contracts N/A £1.22m £1.17m £1.21m £1.35m
Income from government grants £197.29k £215.45k N/A N/A N/A
Income - Donations and legacies £7.03k £9.87k £19.32k £6.87k £3.87k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £4.24m £4.42m £4.26m £4.28m £4.47m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £62.04k £67.33k £68.00k £34.40k £20.61k
Income - Other £243.92k £215.67k £19.80k £52.34k £28.21k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £4.38m £4.59m £4.77m £5.05m £4.42m
Expenditure - Raising funds £30.07k £12.71k £29.25k £9.20k £5.01k
Expenditure - Governance £682.31k £0 £17.50k £23.50k £34.39k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £10.86k £12.71k £29.25k £9.20k £5.01k
Expenditure - Other £0 £0 £644.01k £48.89k £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets £2.60m £2.55m £1.91m £2.10m £2.14m
Long-term investments £2.45m £2.74m £2.22m £1.51m £587.57k
Other assets £386.27k £459.17k £472.35k £399.79k £1.29m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £423.48k £371.94k £554.74k £600.88k £512.16k

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 2025 09 January 2026 On time
Accounts and TAR 31 March 2025 09 January 2026 On time Download Open in new window
Annual return 31 March 2024 23 May 2025 112 days late
Accounts and TAR 31 March 2024 23 May 2025 112 days late Download Open in new window
Annual return 31 March 2023 28 November 2024 302 days late
Accounts and TAR 31 March 2023 28 November 2024 302 days late Download Open in new window
Annual return 31 March 2022 10 February 2023 10 days late
Accounts and TAR 31 March 2022 10 February 2023 10 days late Download Open in new window
Annual return 31 March 2021 17 February 2022 17 days late
Accounts and TAR 31 March 2021 17 February 2022 17 days late Download Open in new window
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.

MEMORANDUM AND ARTICLES INCORPORATED 26/08/1964 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/09/2000 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 06/05/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30 MAR 2017 as amended on 27 Aug 2021 as amended on 06 Nov 2024 as amended on 19 May 2025

Charitable objects

3.1 THE OBJECTS OF THE CHARITY (THE “OBJECTS”) ARE FOR THE PUBLIC BENEFIT:- 3.1.1 TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ACCORDANCE WITH CHRISTIAN VALUES IRRESPECTIVE OF FAITH, RACE, COLOUR, GENDER OR CREED IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE; 3.1.2 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Little Haven
Beaulieu Road
Dibden Purlieu
SOUTHAMPTON
SO45 4JF
Phone:
02380847222
Email:
accounts@wilverley.org.uk
Website:

https://wilverleyassociation.org/ Open in new window