Evelyn Partners Charitable Trust — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 17 December 1979
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £100,570
Latest expenditure: £184,988
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 45 Gresham Street, LONDON, EC2V 7BG

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 13 January 2026
Date Accounts Received: 13 January 2026
Total Gross Income: £100,570
Total Gross Expenditure: £184,988

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 13 January 2025
Date Accounts Received: 13 January 2025
Total Gross Income: £54,845
Total Gross Expenditure: £142,711

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £51,194
Total Gross Expenditure: £112,915

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 9 January 2023
Date Accounts Received: 9 January 2023
Total Gross Income: £47,972
Total Gross Expenditure: £103,595

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 28 January 2022
Date Accounts Received: 28 January 2022
Total Gross Income: £101,109
Total Gross Expenditure: £74,640

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 13 January 2026
Total Gross Income: £100,570
Total Gross Expenditure: £184,988
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 January 2025
Total Gross Income: £54,845
Total Gross Expenditure: £142,711
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Total Gross Income: £51,194
Total Gross Expenditure: £112,915
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 9 January 2023
Total Gross Income: £47,972
Total Gross Expenditure: £103,595
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Total Gross Income: £101,109
Total Gross Expenditure: £74,640
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

07 Official extract

Charity Event History

Charity Name: Evelyn Partners Charitable Trust
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1979-12-17T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 136724
Charity Name Type: Working name
Charity Name: CASTLE EDUCATIONAL TRUST

Charity Name Id: 136740
Charity Name Type: Previous name
Charity Name: THE TOWRY CHARITABLE TRUST ALSO KNOWN AS CASTLE EDUCATIONAL TRUST

Charity Name Id: 136746
Charity Name Type: Previous name
Charity Name: THE TOWRY LAW CHARITABLE TRUST ALSO KNOWN AS CASTLE EDUCATIONAL TRUST

Charity Name Id: 586446
Charity Name Type: Previous name
Charity Name: TILNEY CHARITABLE TRUST

Charity Name Id: 136751
Charity Name Type: Previous name
Charity Name: TOWRY LAW CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management

Policy Name: Paying staff

Policy Name: Risk management

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries