2025-08-31-accounts - Mark Evison Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date

From 01 09 2024 To 31 08 2025

Section A Reference and administration details

Charity name Mark Evison Foundation

Other names charity is known by Registered charity number (if any) 1158382

Charity's principal address PO Box 59519

London

Postcode SE21 91L

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	Margaret Evison	Executive Trustee
	Sholto Moger	HonoraryTrustee
	Ian Macauslan
	Elizabeth Evison
	Joseph Spence
	David Harris
	Georgina Speller
	AmyZambon
	Lucien Mulberg

Names of the trustees for the charity, if any (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

(eg. trust deed, constitution)

How the charity is constituted Charitable Incorporated Organisation

(eg. trust, association, company)

Trustee selection methods

Elected by existing trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees.
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

The Trustees determine the Foundation's policies and strategy.

Margaret Evison continues to act as Executive Trustee, leading the Foundation's fund-raising, award-giving activities and other activities. She was assisted by one to two full-time paid schools' project officers and a paid part-time administrator.

The Foundation is proud of its mixture of young and more mature Trustees, with several Board members under 45, and a trustee who was previously an award winner. Because of the field in which we work and the strategic foresight to understand a changing world that this provides, we feel that this is very important.

In addition to the Board, volunteers have been very helpful in maintaining the website, providing a design service, and developing publicity material. We used one volunteer to help implement the school awards scheme. An Honorary Treasurer manages the accounts.

Professor Dame Janet Beer has been our Patron since early 2022. Her commitment to diversity, equality and inclusion is central to our ethos as a Foundation. She has been associated with the Foundation since its earliest days, has attended various fundraising events and is a regular donor.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The Foundation's overall mission is to promote in young people their own personal, mental and physical development. It gives awards in selected London schools which enable 17-year-old (Yr 12) students to stretch themselves constructively and so to gain more confidence, courage and self-reliance, as well as learning new skills. Successful applicants are given funds for legitimate expenses: these are carefully costed. We like to offer opportunity where little exists, and new schools joining the scheme are usually from the more disadvantaged parts of London.

Summary of the main The Trustees have considered the Commission's guidance on public activities undertaken for the benefit and believe they comply with it. The Foundation has continued to public benefit in relation to progress satisfactorily as regards fund-raising and in the giving of these objects (include within awards. this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

Policy on Grant Making

Our policy is to make awards to successful applicants (either groups or individuals) in Year 12 at state schools for carrying out projects that are personally challenging, taking them out of their ‘comfort zones’, and that they have conceived and planned themselves from scratch and carried out independently. There are now only two types of awards since Major Awards have been phased out: School Awards (Yr 12s) carrying legitimate expenses funding of up to £500; and Special Awards (for 19– 25-year-olds across England) carrying legitimate expenses funding of up to £5,000. These are handled as follows:

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

School Award applications are developed by students in partner schools in London, with the support of the Executive Trustee, the Schools Project Officers and key Year 12 school staff members. The Foundation’s work is introduced at Year 12 school assemblies, and after a number of school visits and email contact with students, applications are risk-assessed and finally ‘judged’ or selected for support by the Executive Trustee at the school. If appropriate, they are sent to designated external assessors (‘experts’) for comment before final ratification. These Year 12 school awards comprise the bulk of the charity’s activities. We give annual Memorial Awards at the two private schools Mark Evison attended, very similar to School Awards.

A key feature of the School Awards is that the applicants must create their own challenges, plan and research them in detail, present them and carry them out independently. All applications are carefully risk-assessed and costed. All awards carry legitimate expenses funding to a maximum of £500, although relatively few applicants receive the maximum, and sometimes funding is not required at all. All applicants are asked to fundraise for us.

We have a well-developed and comprehensive process for dealing with students risk, including the use of those external assessors.

The involvement and support of the Yr 12 teachers and school support staff are important to our success.

Our partner schools spanned 28 London boroughs, with 63% above the London average % Free School Meals, and our highest level of FSMs in a school at 69%.

An Australian Outback Award (a Special Award) is offered annually to under 25s when local weather conditions in Hay, New South Wales, allow: fares to Australia, expenses for car-hire, weekly pay (provided by the property) and a personal allowance are included.

Section D Achievements and performance

Summary of the main achievements of the charity during the year

Awards

Finally 630 applications (2024: 647) were received from 80 state schools, and 196 (2024: 169) School Awards were given at 66 (2024:62) state schools. In addition, eight Memorial Awards was given at one private school, totalling 202 awards (2024:175). We worked with 80 state schools to give School Awards, and two private schools to give Memorial Awards. The final total number of successful students from all schools who went ahead with their projects was 669 (2024: 594).

Outreach Programme

Awards are offered within our outreach programme to Year 12 students at all maintained schools in the London area, and two private schools (for Memorial Awards). In 2025/2025 we visited 82 schools (2025:90) to give assemblies in person at which the opportunities available and the process of applying were explained. 2854 students (2024:2534) attended the first follow-up session.

Continuity

We are keen to foster a continuing relationship with the award-winning beneficiaries in several ways:

Accounts of projects and relevant photographs are submitted by award winners and entered on the website.
Award winners are invited to talk about their awards in their own schools to the next cohort of Year 12s
All award winners receive a certificate of recognition
We maintain a database of award winners
We seek soft/hard outcome information and data
Beneficiaries are invited to any appropriate events

Fund Raising

Our income in the year totalled £116,355 (2024: £90,837). The principal sources were

Grant-giving charities, trusts and foundations, including grants of £21,485
Various fundraising events, one including an auction organised by the Foundation
Sponsorship funds raised by our award winners of £42,244 (2024: £26,591). These are particularly pleasing as they increase: students are encouraged to fundraise the expenses costs of their projects, and given gold certificates (as against the usual white certificates) in recognition of this
Annual donations from a small number of partner schools who have agreed to take part in our new School Sponsorship programme (piloted during the year) £6500 (2024: £2700)
An annual donation from our first corporate sponsor, as the beginning of a new funding stream
Many individual donations, including a continuing set of regular givers (usually monthly), and benefactors donating £500 a year.

We are extremely grateful to all those who were involved.

Section D Achievements and performance

As a result, our total assets were decreased to £448,416 (2024: 477,392) comprising the investment fund evaluation of £396,310 on 31 August 2025, and our current account at £52,106

Section E Financial review

Brief statement of the charity’s policy on reserves

The Foundation’s policy is to continue building reserves over the medium term (as an endowment fund) concurrent with increasing expenditure on grant-giving activities.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising).
how expenditure has supported the key objectives of the charity.
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary, Chair, etc)	Executive Trustee	Trustee
Date

Mark Evison Foundation

No (if any)

Receipts and payments accounts

CC16a

For the period from	01/09/23	To	31/08/2024

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 12 839 21 485 48 744 26 031 7 256 116 355	Restricted funds to the nearest £ - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - -	Total funds to the nearest £ 12 839 21 485 48 744 26 031 7 256 116 355	Last year to the nearest £
Direct personal donations	12 839	-	-	12 839	17,245
Donations from grant making charities	21 485	-	-	21 485	10,600
Corporate sponsors		-	-		3,040
Students’ and schools’ sponsorship	48 744	-	-	48 744	29,292
Events	26 031	-	-	26 031	24,639
Gift aid	7 256	-	-	7 256	6,021
		-	-		-
		-	-		-
*Sub total*(Gross income for AR)	116 355	-	-	116 355	90,837

A2 Asset and
investment sales, (see
table).
COIF investment fund	-	-	-	-	50,000
	-			-
		-	-		-
*Sub total*	-	-	-	-	50,000

*Total receipts*	116 355	-	-	116 355	140 837

A3 Payments

A3 Payments
Awards and grants	67 276	-	-	67 276	54,037
Outreach operating costs	48 366	-	-	48 366	39,298
Other operating costs	12 374	-	-	12 374	4,744
Cost of events	1 636	-	-	1 636	3,407
Other fundraising costs	1 322	-	-	1 322	562
Administration	11 133	-	-	11 133	11,971
		-	-		-
	-			-

- Sub total 142 106 - - 142 106 114,019

A4 Asset and investment purchases, (see table)

- Sub total - Total payments 142 106 - - 142 106 114,019 Net of receipts/(payments) (25 751) - - (25 751) 26,818 A5 Transfers between funds - - - A6 Cash funds last year end 77 857 - - 77 857 51,039 Cash funds this year end 52 106 - - 52 106 77,857

Section B Statement of assets and liabilities at the end of the period

Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ 52 106 - - - - - - 52 106 - -

Categories Details

B1 Cash funds Bank current account

Total cash funds

(agree balances with receipts and payments account(s))

OK OK OK Unrestricted Restricted Endowment funds funds funds

B2 Other monetary assets

Details

to nearest £

to nearest £ to nearest £

B3 Investment assets

B4 Assets retained for the charity’s own use

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

Details

COIF Charities Investment Fund

Details

Signature

Fund to which Cost Current value asset belongs (optional) (optional) Unrestricted 396 310 - - - - - - - - -

Fund to which Cost Current value asset belongs (optional) (optional) - - - - - - - - - - - - - - - - - -

Fund to which Amount due When due liability relates (optional) (optional) - - - - -

Date of approval

Print Name

MARK EVISON FOUNDATION

VISON FOUNDATION
	£	£
Accounts for theyear from 01/09/2024 to	31/08/2025
Bank balance as at 31/08/25		77,858
RECEIPTS
Regular donors	3,458
Benefactors	3,600
Other donations	5,781
Donations from grant making charities	21,485
Corporate sponsors	0
Students sponsorship	42,244
Partner School Funding	6,500
Events	26,031
Gift Aid	7,255
	116,355	116,355
PAYMENTS Outreach & Awards
School awards (net of returns)	67,276
Outback award
Outreach staff costs	40,259
Other outreach costs (see analysis)	8,107
		115,642
Administration staff costs	9,734
Development Director	2,640
Cost of events	1,636
Other fundraising costs	1,322
Recruitment	2,972
Administration	8,160
		26,464
Operating surplus/(deficit) Transfer from Investment Account Balance carried forward on Per Bank Statement at	31/08/2025 31/08/2025
		142,106

		(25,752)

		NIL

		52,106

		52,106

VALUE OF INVESTMENTS

		Proceeds from
		investment sales
CCLA Investment Fund valuations as at:	£	in period
31/08/2018	472,824	£Nil
31/08/2019	461,608	55,000
31/08/2020	455,563	30,000
31/08/2021	492,029	50,000
31/08/2022	431,517	50,000
31/08/2023	405,768	30,000
31/08/2024	399,535	50,000
01/09/2025	396,310	0

*Unrealised gain/(loss) since 31/08/25 based on this valuation: (3,225)

BALANCE SHEET AND MOVEMENT IN RESERVES As at As at 31/08/2024 31/08/2025 77,858 Bank balance 52,106 399,535 Investments 396,310 477,393 448,416 Movement in period (28,977) (23,181) Operating surplus/(deficit) (25,752) 3,723 Realised investment gain/(loss) in the period (3,225) 40,044 Unrealised gain/(loss) on investments in period 20,586 (28,977)	BALANCE SHEET AND MOVEMENT IN RESERVES As at As at 31/08/2024 31/08/2025 77,858 Bank balance 52,106 399,535 Investments 396,310 477,393 448,416 Movement in period (28,977) (23,181) Operating surplus/(deficit) (25,752) 3,723 Realised investment gain/(loss) in the period (3,225) 40,044 Unrealised gain/(loss) on investments in period 20,586 (28,977)
	448,416
	(28,977) (25,752) (3,225)
20,586	(28,977)

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Mark Evison Foundation On accounts for the year ended 31 August 2025 Charity no {if any) 1158382 Set out on pages Seven, eight and nine I report to the trustees on my examination of the accounts of the above charity ('Ihe Trust") for the year ended 31 August 2025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordan with the requiremenls of the Charities Act 2011 I'the Act"). I report in respect of my examination of Ihe Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515){b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the which gives me cause to believe that in, any material respect.. the accounting records were not kept in acGordan¢e with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements Conrning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the bra ets if they do not apply. Signed: Date: 23 201 Name: Andrew Sean Lockwood Relevant professional qualification{s) or body lif any).. Chartered Tax Adviser Address: Old Library Chambers 21 Chipper Lane IER Oct 2018

Salisbury Wiltshire SP1 1BG Section B Disclosure Only complete if the examiner needs to highlight material mallers of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any item5 that the examiner wishes to disclose. IER Oct 2018