CCEW Charity Commission profile

EVERSFIELD PREPARATORY SCHOOL TRUST LIMITED

Registered charity 528966 · organisation 528966

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 February 1965
Removed
Not supplied
Company number supplied
00601727
Financial period
1 August 2024 – 31 July 2025
Latest income
£4,412,130
Latest expenditure
£4,064,705
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 647 WARWICK ROAD, SOLIHULL, WEST MIDLANDS, B91 1AT

Website recorded by the regulator: eversfield.co.uk (displayed as text)

02 Activities

What the charity does

Our aim is to provide a first class education to children from the age of 'rising' 3 - 11 preparing them for entry to senior schools. We offer financial assistance to some families. We provide opportunities during term time for fee paying pupils and other children to use our expert staff and facilities to further their skills and experiences.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 May 2026
Date Annual Return Received
19 February 2026
Date Accounts Received
19 February 2026
Total Gross Income
£4,412,130
Total Gross Expenditure
£4,064,705
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 May 2025
Date Annual Return Received
21 January 2025
Date Accounts Received
21 January 2025
Total Gross Income
£4,327,290
Total Gross Expenditure
£3,864,954
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 May 2024
Date Annual Return Received
18 January 2024
Date Accounts Received
18 January 2024
Total Gross Income
£3,828,788
Total Gross Expenditure
£3,534,215
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 May 2023
Date Annual Return Received
6 March 2023
Date Accounts Received
6 March 2023
Total Gross Income
£3,589,072
Total Gross Expenditure
£3,247,870
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 May 2022
Date Annual Return Received
26 January 2022
Date Accounts Received
26 January 2022
Total Gross Income
£3,292,051
Total Gross Expenditure
£2,979,803

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 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
19 February 2026
Total Gross Income
£4,412,130
Total Gross Expenditure
£4,064,705
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£181,093
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
4
Count Salary Band 70001 80000
1
Count Salary Band 120001 130000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
21 January 2025
Total Gross Income
£4,327,290
Total Gross Expenditure
£3,864,954
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£189,165
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
3
Count Salary Band 110001 120000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
18 January 2024
Total Gross Income
£3,828,788
Total Gross Expenditure
£3,534,215
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£154,731
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
6 March 2023
Total Gross Income
£3,589,072
Total Gross Expenditure
£3,247,870
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£145,320
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 90001 100000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
26 January 2022
Total Gross Income
£3,292,051
Total Gross Expenditure
£2,979,803
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£11
Income From Government Grants
£177,182
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 90001 100000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
19 February 2026
Income Donations And Legacies
25842
Income Other Trading Activities
0
Income Charitable Activities
4319939
Income Investments
66349
Income Other
0
Income Total Income And Endowments
4412130
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£4,064,705
Expenditure Other
0
Expenditure Total
4064705
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6746
Expenditure Support Costs
1432721
Expenditure Depreciation
210875
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,998,781
Assets Total Fixed
4742117
Assets Own Use
4742117
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,224,714
Assets Total Liabilities
£968,050
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,998,781
Creditors One Year Total Current
859513
Creditors Falling Due After One Year
108537
Assets Cash
£2,033,425
Funds Endowment
0
Funds Unrestricted
5689281
Funds Restricted
309500
Funds Total
5998781
Count Employees
73
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
21 January 2025
Income Donations And Legacies
44302
Income Other Trading Activities
0
Income Charitable Activities
4228661
Income Investments
54327
Income Other
0
Income Total Income And Endowments
4327290
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,864,954
Expenditure Other
0
Expenditure Total
3864954
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7075
Expenditure Support Costs
1398422
Expenditure Depreciation
187422
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,651,356
Assets Total Fixed
4794408
Assets Own Use
4794408
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,008,230
Assets Total Liabilities
£1,151,282
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,651,356
Creditors One Year Total Current
817708
Creditors Falling Due After One Year
333574
Assets Cash
£1,893,692
Funds Endowment
0
Funds Unrestricted
5352754
Funds Restricted
298602
Funds Total
5651356
Count Employees
73
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
18 January 2024
Income Donations And Legacies
20861
Income Other Trading Activities
0
Income Charitable Activities
3791331
Income Investments
16596
Income Other
0
Income Total Income And Endowments
3828788
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,534,215
Expenditure Other
0
Expenditure Total
3534215
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7070
Expenditure Support Costs
1297769
Expenditure Depreciation
178606
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,189,020
Assets Total Fixed
4808850
Assets Own Use
4808850
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,103,960
Assets Total Liabilities
£723,790
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,189,020
Creditors One Year Total Current
723790
Creditors Falling Due After One Year
0
Assets Cash
£1,022,151
Funds Endowment
0
Funds Unrestricted
4918880
Funds Restricted
270140
Funds Total
5189020
Count Employees
73
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
6 March 2023
Income Donations And Legacies
23589
Income Other Trading Activities
0
Income Charitable Activities
3565172
Income Investments
311
Income Other
0
Income Total Income And Endowments
3589072
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,236,179
Expenditure Other
11691
Expenditure Total
3247870
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7424
Expenditure Support Costs
1119971
Expenditure Depreciation
185486
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,894,447
Assets Total Fixed
4780920
Assets Own Use
4780920
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,133,255
Assets Total Liabilities
£1,019,728
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,894,447
Creditors One Year Total Current
729461
Creditors Falling Due After One Year
290267
Assets Cash
£1,044,906
Funds Endowment
0
Funds Unrestricted
4625082
Funds Restricted
269365
Funds Total
4894447
Count Employees
71
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
26 January 2022
Income Donations And Legacies
27495
Income Other Trading Activities
0
Income Charitable Activities
3264489
Income Investments
67
Income Other
0
Income Total Income And Endowments
3292051
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,967,716
Expenditure Other
12087
Expenditure Total
2979803
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7273
Expenditure Support Costs
1048383
Expenditure Depreciation
184197
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,553,245
Assets Total Fixed
4828705
Assets Own Use
4828705
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£707,652
Assets Total Liabilities
£983,112
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,553,245
Creditors One Year Total Current
588763
Creditors Falling Due After One Year
394349
Assets Cash
£569,956
Funds Endowment
0
Funds Unrestricted
4310221
Funds Restricted
243024
Funds Total
4553245
Count Employees
72
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Solihull
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
EVERSFIELD PREPARATORY SCHOOL TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1965-02-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31ST MARCH 1958
Charitable Objects
TO ACQUIRE TAKE OVER AND CARRY ON ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES
Area Of Benefit
COUNTY BOROUGH OF SOLIHULL

10 Official extract

Charity Other Names

Charity Name Id
12991
Charity Name Type
Working name
Charity Name
EVERSFIELD SCHOOL

11 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Paying staff
Policy Name
Risk management
Policy Name
Bullying and harassment policy and procedures
Policy Name
Complaints handling
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Complaints policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Trustee expenses policy and procedures