**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)**|||
1
**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.
2
**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.
3
## 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.
4
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.
5
**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**|||
6
**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**|
||||**-**||**-**||||**-**|
||**-**||||||**-**|||
7
**-** _**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 £**
**-**
8
**-**
## **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**
## **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
9
## **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