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2024-06-30-accounts

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Ecovis London Foundation

The trustees’ report for the year to June 2024

The Ecovis London Foundation are delighted to present the trustees' report and unaudited financial accounts for the year ended 30 June 2024.

ECOVIS London Foundation, Waverley House enquiries@ecovis.co.uk 7-12 Noel Street, Soho, London W1F 8GQ +44 (0)20 7495 2244

Contents

Charity Details ........................................................................................................................ 4 > Ecovis London Foundation Details .................................................................................................................. 4 > Ecovis London Foundation ............................................................................................................................... 5 Trustees .................................................................................................................................. 6 > Ecovis London Foundation; Governance ....................................................................................................... 6 > Independent Director ........................................................................................................................................ 7 > Our Team of Trustees ....................................................................................................................................... 8 > Report of the Trustees .................................................................................................................................... 11 About us ................................................................................................................................ 12 > Vision, Objectives and Achievements ........................................................................................................... 12 > Client testimonials ........................................................................................................................................... 14 > Our Activities .................................................................................................................................................... 15 > Fundraising ....................................................................................................................................................... 16 > Volunteers ......................................................................................................................................................... 17 > Our Strategy ..................................................................................................................................................... 17 Charitable Activities ............................................................................................................. 19 > Background Information................................................................................................................................. 19 > Other Charitable Activities Undertaken ........................................................................................................ 20 > Prior Weston Primary School ........................................................................................................................ 22 > Ecovis London Foundation Charity Partnerships ........................................................................................ 27 > Thames Reach .................................................................................................................................................. 27 > Ginny’s Story ..................................................................................................................................................... 28 > Hearing from Benjy at Thames Reach .......................................................................................................... 29 > Ecovis Wingrave Yeats “Giving Back” Group ................................................................................................. 30 > Ecovis London Foundation Work Ready Programme ................................................................................. 31 > Southwark Works ............................................................................................................................................. 32 > Christmas Hampers ......................................................................................................................................... 34 Contact Information ............................................................................................................ 35 > Get in touch ...................................................................................................................................................... 35

The Ecovis London Foundation Annual Trustees Report | 30 June 2024 2

Support Us ........................................................................................................................................................ 36 > Contact Information ........................................................................................................................................ 36 > Message of Thanks ......................................................................................................................................... 36 Financial Accounts ............................................................................................................... 37 > Financial Accounts ........................................................................................................................................... 37 > Balance Sheet for the year ended 30 June 2024 ......................................................................................... 39 > Notes to the Accounts for the year ended 30 June 2024 ........................................................................... 40 > Notes to the Accounts for the year ended 30 June 2024 ........................................................................... 41 > Notes to the Accounts for the year ended 30 June 2024 ........................................................................... 42

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Charity Details

Ecovis London Foundation Details

Some important information to know

Charity Name: Ecovis London Foundation (non-profit organisation) Charity Registration Number: 1170920 Address: 7-12 Noel Street, Soho, London, W1F 8GQ Administration and Reference details of the charity, its trustees and advisors: For the year ended 30 June 2024

Bankers for Ecovis London Foundation

Name: Metro Bank Address: One Southampton Road, London, WC1 B5HA

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Ecovis London Foundation

Structure, Governance, Management & Personnel

Governing Document

The charity is incorporated in England and Wales as a (CIO) Charitable Incorporated Organisation (not for profit). It is governed by its Memorandum and Articles of Association and the statement of recommended practice, Accounting and Reporting by Charities.

Organisational Structure

The charity is led by a Board of Trustees who are responsible for the governance of the charity and determine strategy and policy in conjunction with the Independent Director.

The Independent Director is responsible for compiling all the charity policies and procedures, dealing with all charity-related operational matters, and other policies as required. He also coordinates the delivery of all projects that the Director determines to undertake in partnership with the trustees within the homeless sector.

The independent director advises and updates the Board of Trustees periodically on these and other matters at scheduled Trustee meetings. Compiling and implementation of all such policies, operational plans and strategies pertaining to the charity is delegated to the Independent Director and their team. Charity personnel implement and execute agreed actions in relation to policy and procedures in close consultation with the Board of Trustees.

The Independent Director is the delegated authority for all day-to-day operational matters concerning the Ecovis London Foundation charity. This includes developing, managing, and overseeing all partnership projects. The Charity works in close cooperation with several other private and voluntary organisations within the sector that it operates in.

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Trustees

Ecovis London Foundation; Governance

Meet the Board of The Ecovis London Foundation

Our director and trustees are:

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Independent Director

Meet David Whelan, Ecovis London Foundation Independent Director

Hello, I’m David. I am the Director of the Ecovis London Foundation since its inception. I was instrumental in setting up the Foundation and gaining its approval by the Charity Commission in 2016. Prior to that, I worked with vulnerable adults for over 20 years.

I have previously been an advisor to the Scottish and UK Governments (2008 to 2020) whilst being a previous member of a number of policy groups in the Scottish Parliament campaigning on behalf of vulnerable adults. I was directly involved in shaping and forming policy legislation and provided direct testimony and evidence to a number of Scottish Parliamentary committees between 2004-2021. I am also a founding member of the Interaction Review group 2012 led by the Scottish Human Rights Commission. I am also the author of “No More Silence” published by Harper Collins in 2010.

The value of charitable work is sometimes unseen, but within the Ecovis London Foundation annual reports, you can see the full range of charitable activities we undertake and the value that brings Ecovis and to the very vulnerable individuals we support who are less fortunate.

For me, the values and ethos of the organisation and individuals within it are paramount in the charitable work that I undertake on its behalf. I have a wicked sense of humour, and I like to see people enjoying themselves with a work-hard play-hard type of attitude, while being conscious of others less fortunate.

David Whelan

David Whelan

Director of Ecovis London Foundation

ECOVIS Wingrave Yeats

Exclusive UK Member Firm of ECOVIS International

+44 (0)20 7495 2244 david.whelan@ecovis.co.uk

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Our Team of Trustees

Meet the Ecovis London Foundation Trustees

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Ben Smith

Ecovis London Foundation Chairman +44 (0)20 7317 6655 ben.smith@ecovis.co.uk

Hello, I’m Ben. I’m proud to act as Chair of Trustees for Ecovis London Foundation, and I take great pleasure in seeing the tangible benefit we bring to those that we support as a charity. Working alongside David Whelan and my fellow Trustees, we have achieved great things since our constitution in 2016, and it is a privilege to be a part of this journey. Supported by Ecovis Wingrave Yeats, we continue to make a very real difference to the causes we support, ranging from our transition to work programmes through to supporting local schools. It is always humbling to hear the feedback from our charitable partners and to play our own small part in their achievements and furtherment.

Hello, I’m Emma. I started my career as a Junior PA to the founding Partners of Ecovis over twenty years ago. With the encouragement and support of our Partners, I have developed and progressed my career in Human Resources and Practice Management.

My primary focus is to provide responsive and proactive HR support to both our employees and clients alike.

Emma Glancy

Ecovis London Foundation Trustee +44 (0)20 7317 6669 emma.glancy@ecovis.co.uk

I love having the opportunity to represent the people who are at the heart and soul of our business, whilst ensuring everyone has purpose and scope for personal growth. I am passionate about inclusive policies and structures that facilitate the needs of a fast-paced growing business, with happier people year on year. HR is a privileged career, and my role provides a platform to really make a difference to peoples’ lives, both professionally and personally.

Robert McCann

Ecovis London Foundation Trustee +44 (0)20 7317 6674 robert.mccann@ecovis.co.uk

Hello, I’m Robert. I became a partner with Ecovis Wingrave Yeats in 2003 and have been Senior Partner of the firm since 2016. I’m also the elected Chairperson of the Supervisory Board of Ecovis International. I am very privileged to act as a trustee of the Ecovis London Foundation and am proud that our firm, Ecovis Wingrave Yeats, remains wholly committed to ensuring that the Foundation is appropriately funded to continue its role in developing strong and enduring relationships with our chosen charity partners. I am especially pleased that our support to these charities continues to deliver tangible results, which have a real positive impact on people’s lives and are well received by those charities.

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Appointment of Trustees

The Trustees and Independent Director who have served or been appointed during or after the reporting period are detailed on the previous and proceeding pages. Appointment of trustees is governed by the Articles of Association of the charity.

Trustees serve for a period of 2 years and then stand for re-election in accordance with the Constitution, allowing for the Charity to continually review and reinvigorate the activities of the Board and its members.

The Board of Trustees is authorised to appoint new trustees to fill vacancies arising from the completion of terms of office, resignation, or death of an existing trustee.

All trustees can seek reappointment in accordance with the constitution of the Ecovis London Foundation. The Board continues to ensure that the Board and charity represent the diverse local communities in which it operates and serves. Ensuring that its charitable and other activities are open to all within the community regardless.

Induction and Training of Trustees and others

All trustees are provided with a formal induction following their appointment. The introduction covers the following: role and responsibilities of a trustee as per the Charity Commission guidelines, code of conduct, safeguarding induction, conflict of interests and other charity policies which are in force throughout the tenure of the trustee's appointment.

Thereafter, the Independent Director of the charity will provide continuous updates to Board members on their charitable responsibilities, operational and other matters pertaining to the Charity. Policies and Procedures, including safeguarding policies, are reviewed annually and updated accordingly by the board of the charity.

Managing Risks

The Board of Trustees is headed by the Chair, Ben Smith. The Board, collectively and in conjunction with the Independent Director, ensure governance and oversight of the Charity as determined by its constitution. Duties and responsibilities are delegated to various Trustees such as financial, safeguarding, fund raising, volunteering matters, marketing, conflict of interest and other policies and procedures.

The Board of Trustees retains full legal responsibility for any and all fundraising activities undertaken in the name of Ecovis London Foundation and with due regard to the Ecovis London Foundation constitution and Charity Commission rules and regulations relating to fundraising. The Charity will endeavour as it grows and evolves to maintain financial reserves as per the Charity Commission guidelines and recommendations.

The board has nominated a Trustee with overall responsibility for financial governance and oversight of the charity’s finances on behalf of the Board. The nominated Trustee is also responsible for safeguarding. Overall, the Board Trustees have other delegated duties as required and responsibilities including marketing, volunteering, fund raising and dealing with potential conflicts of interests as well as ensuring compliance with all other Ecovis London Foundation policies and procedures.

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The Board has in place a memorandum of understanding pertaining to Ecovis Wingrave Yeats LLP and its relationship with the charity. Ecovis also kindly donates some office space and all materials and equipment required by the charity.

All significant risks that the charity may be exposed to are identified. The Board, in conjunction with the charity, has in place plans to manage the impact and severity of such identified risks.

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David Whelan, Director of Ecovis London Foundation, with the Trustees. Emma Glancy (second from left), Robert McCann (second from right), Ben Smith (right)

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Report of the Trustees

For the year ended 30 June 2024

The Trustees are pleased to present their report together with the financial statements of the Charity for the year ended 30 June 2024.

The delivery of all our Workshops continues to be over-subscribed, whilst maintaining social distancing procedures where appropriate, while the “Transition to Work” 1-1 sessions are person-centred services undertaken digitally and remotely to service users. The offices of our partner charities are operating with a hybrid working model with certain staff continuing to work from home throughout the 20232024 year. Our priority remains that of ensuring that all those with whom we connect stay safe and healthy.

Throughout the year under review and to date, the Ecovis London Foundation charity has continued to deliver much-needed services in developing our charitable partnerships with other charities, namely Thames Reach, in taking forward our “Transition to Work” projects, and additional workshops. We also engaged in a Southwark Works partnership with Thamesreach.

We are also pleased to continue our established charitable partnership with the Prior Weston Primary School and Children’s Centre. In addition, we would like you to continue to support us in our crucial work, so please read on and let us tell you more about ourselves, what we do, what we have achieved and how we go about spending the money given to us.

Funding is made in accordance with Charity law, having due regard to our constitution and for the public benefit. In making funding to our homeless “Transition to Work” projects, we endeavour to reflect the wishes of our donors, while adhering to our constitution, by directing funds towards alleviating homelessness, our key area of focus since our establishment in 2016, and in line with the Charity’s founding Vision and overall, Mission.

Funding continues to remain a challenge, as with the fundraising abilities of most UK charities. The charity hopes to schedule a bi-annual gala fundraising dinner in the near future.

During the 2023/24 year, core funding of £24,629 has been received from Ecovis Wingrave Yeats LLP. These funds have continued to support the expansion of our “Transition to Work” projects. We deliver these projects in conjunction with our partner charities, Thames Reach (Charity No: 1166311) and in association with Southwark Works. In addition, we have provided additional support to Prior Weston Primary School over the year.

When considering where to focus our attention, our Board of Trustees has regard to the charity’s constitution, original vision and aims as well as the Charity Commission’s guidance on public benefit and what this means for the Ecovis London Foundation charity and the local homeless community we seek to serve.

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About us

Vision, Objectives and Achievements

Things we care about

Our Vision

Our Vision is focused on the local homeless and vulnerable communities we serve. We aim to ensure that those vulnerable adults in need within the sectors we operate will have tangible support and access to the opportunities they need to develop.

We help vulnerable children and adults to thrive and have mutually supportive relationships while being able to access the tools that help alleviate disadvantage. In supporting individuals in partnership with other homeless charities, the Ecovis London Foundation charity continues to evolve and grow.

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Our Objectives

The relief of those in need, because of age, ill-health, disability, financial hardship, or other disadvantage by such charitable means as the trustees shall from time to time determine. Other disadvantage arises typically where a hardship need is not currently met by the Department of Work and Pensions and current social care funds.

Our Achievements

Some of our achievements include:

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Transition to Work Programmes

Ecovis London Foundation have developed and facilitated a range of “Transition to Work” programs, developed and delivered additional employment workshops and other back to employment initiatives, including our “Step Up” and “Better to Work” initiatives. These services are focused on vulnerable adults who find themselves excluded from other mainstream services due to a number of factors including long term homelessness and unemployment. These projects and initiatives seek to alleviate poverty and support those seeking career advancement opportunities, which deliver the London living wage.

Client testimonials

Direct client quotes from our evaluated workshops

Interview Skills and Application form workshops

“David is a fantastic coach, and it was brilliant to learn from him, thank you so much”

“I am glad to have these opportunities to be educated for success”

CV Training workshop and Interview Skills workshops

“The examples given in the booklet are great”

“The presentation style of the workshops helped and David’s input and presentation”

“Seeing and comparing a good CV with a bad CV”

Interview Skills and Motivation and confidence workshops

“I feel more prepared for an interview”

“Excellent Brilliant”

“The presentation gave me good tips for interviews

Application Form workshop and Motivation and Confidence workshops

“It was a perfect session”

“Using the STAR technique method was very helpful”

“Keep doing these sessions as there are loads of people who are in need of these presentation for various reasons”

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Our Activities

What we’ve been doing

Our Back to Work projects continue to be oversubscribed and funding continues to be a challenge to enable the Charity to achieve its full potential. We have, however, managed to secure additional funding from Ecovis Wingrave Yeats LLP over the 2023/24 year which has been directed towards assistance projects related to the Ukraine crisis, as well as projects for Prior Weston Primary School (Bernie’s Bagels, The Reading Roadmap, providing school sports kits, Christmas food boxes & a trip to a Christmas pantomime), Thamesreach “Back to Work” related projects and workshops in conjunction with Southwark Works project “In work Progression” .

The feedback from our partner charities is that we provide much-needed, valuable services that are person-centred and put the service user and their individual needs first. Feedback also from service users has been invaluable in helping to shape our services to their needs.

Since our inception, we have been successful in securing work placements for vulnerable adults from both Thames Reach and Ecovis Wingrave Yeats LLP, which have previously supported such placements within their offices and with organisations that work with our charity partners. The Ecovis London Foundation will continue to roll out these “Transition to Work” work placement programs with our charitable partners in the future.

A key part of this programme is to broaden participation through identifying other suitable candidate companies, public bodies, and organisations through the various Job Fairs we have participated in.

The Ecovis London Foundation has provided all the training personnel and volunteers, all materials required for all the projects, workshops, and further support initiatives.

All our projects and initiatives have been delivered within our annual funding budget of £24,629 from Ecovis Wingrave Yeats LLP.

The Ecovis London Foundation will strive and continue to further develop our new partnership with the Prior Weston Primary School later in the coming year. This is being coordinated with the Independent Director of the Charity, David Whelan, and Fiona McCorquodale, the headteacher at the school. We are exploring with the school further support opportunities whereby we can directly support school projects.

Ecovis Wingrave Yeats EWY internal employee engagement

Volunteering opportunities in conjunction with Thames Reach remain. In addition, company employees have organised several non-monetary fundraising activities, for example, at Prior Weston School, for the benefit of the Foundation, including clothes collections and putting together much-needed Christmas food/hamper boxes for the vulnerable clients of our chosen charities.

Ecovis employees have also fundraised for some other charitable initiatives highlighted in this report. Some of these initiatives have been part-funded by Ecovis London Foundation, where we have been able to contribute. The company has also, throughout the year, continued to donate many refurbished laptops to support Ecovis London Foundation and homeless clients participating in the online projects.

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

We are incredibly grateful for the support we have received and would like to thank all the Ecovis Wingrave Yeats partners and employees who have supported the charity since 2016.

Fundraising

Where our funds come from

The Foundation’s primary and core funding has been received from Ecovis Wingrave Yeats LLP, who have supported all the “Transition to Work” and “Better to Work” programme costs and are committed to supporting the Foundation’s objectives and aims with our chosen Charities and the Prior Weston School. As per the memorandum of understanding between both organisations, the Ecovis Wingrave Yeats partnership determines funding annually.

Given the success of the original gala dinner in support of the charity, we hope to organise further gala dinners and other fundraising initiatives in support of the charity. We would like to thank all our previous donors and sponsors who have donated funds to Ecovis London Foundation to date, and especially the Partners of Ecovis Wingrave Yeats LLP for providing core funding to the charity.

This has enabled the charity to continue and enhance the delivery of our community-based work-ready projects and expand the “Transition to Work” and “Better to Work” programs to adults in the local l homeless community. This year taking on additional workshops and supporting a partnership in conjunction with Thamereach and Southwark Works.

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

Volunteers

Internal and External Volunteers

The Trustees would like to pay tribute to all our volunteers for their time, support, and commitment to all the charitable causes the Ecovis employees have supported this year.

CV, Interview skills, confidence and motivation and application form workshops have been run with additional attendee numbers, and there has been an increase in workshops throughout the year for other Thames Reach teams. These continue to be managed and undertaken by David Whelan with the assistance of an external trainer, Denise Vilanou and some external volunteers.

The charity has a volunteering policy and has established procedures for all volunteers, including Ecovis employees, who have allocated any of their company time to the charity in the past with the full support of the Ecovis Wingrave Yeats partnership.

Training and induction are provided for all volunteers, and this is undertaken by the Charity’s Independent Director. During the year we have also enlisted the services of additional volunteers and external qualified trainers due to increased workload and to reduce the foundation’s dependency on one source for our volunteers.

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Our Strategy
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Looking to the future
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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

Our plan for the Charity is to remain committed to the homeless sector and to roll out our “Work Ready” and “Transition to Work” projects and initiatives across the wider local community. We will also seek to widen our involvement with the local community through the development of partnerships with other charitable and private sector organisations.

There has been a marked increase in the number of workshops we delivered last year, at least 2 per month, with follow-up 1-1 person-centred sessions for attendees. The success of the “Work Ready” programme is becoming more widely known, and the charity has been approached by a few other organisations seeking our help and support. The Charity will continue to explore the additional steps we can take to enhance and expand our offering in conjunction with our partner Charities.

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Charitable Activities

Background Information

What we’ve been doing

It is important that as we evolve, we remain independent and sustainable. The Charity is especially interested in local community initiatives that are sustainable, measurable and can deliver direct, tangible benefits to those in need.

Some of the organisations we work with include:

The Ecovis London Foundation has received funding of £24,629 from Ecovis Wingrave Yeats to enable it to work in partnership with our chosen charities above and the Prior Weston School.

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

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The Ecovis Wingrave Yeats team ‘Wear It Pink’ for Breast Cancer Awareness

The team also got involved in an ‘Angels vs Devils’ dodgeball tournament for Demelza

Staff members also took part in sporting events such as the JP Morgan run for the NSPCC and World Cup on Sea Football for HARP, Southend’s Homelessness charity

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Other Charitable Activities Undertaken

Here’s how staff and partners helped raise money for other charitable causes

It wasn’t just the three charities listed above that Ecovis Wingrave Yeats LLP helped and supported, but these additional Charitable causes over the course of the year. The table below outlines some of the other causes Ecovis Wingrave Yeats LLP (together with the Ecovis London Foundation) has helped raise funds for.

Charity Name Date Activity Charity
Donation
Thames Reach & Prior Weston
School
December
2024
Christmas Food Hampers
Total Cost: N/A
£495
Save the Children December
2024
Christmas jumper day £330
Men’s Health November
2024
Movember Charity Pub Quiz
Staff Cost: N/A
£1,050
Breast Cancer Awareness October 2024 Wear It Pink £330
Macmillan Coffee Morning September
2024
Cake sale £450
NSPCC July 2024 JP Morgan Race
Staff Costs: N/A
N/A
Demelza July 2024 Dodgeball Event
Staff Costs: N/A
N/A
HARP, Southend’s
Homelessness
May 2024 World Cup On Sea Football
Staff Costs: N/A
N/A
Alzheimer’s April 2024 Annabel Wilson ran the London
Marathon
N/A
Turkey/Syria Earthquake
Appeal
February 2024 Ecovis & Friends N/A
Ukraine donations FY2023/24 Ecovis & Friends N/A

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Prior Weston Primary School

A sustained partnership for Ecovis London Foundation

“Welcome to Prior Weston Primary School. As a school, we strive to ensure that every child is happy, safe and enjoys learning.”

Prior Weston Primary School

Ecovis London Foundation has continued to work in partnership with Prior Weston Primary School and Children’s Centre since 2022. The Ecovis London Foundation provides tangible, hands-on help and support, using the skills and talents of our staff to help and support people in the local community.

“We didn’t just want to donate money or to form short-term relationships with our partners, whom we support and help in the community. We wanted to build a foundation with a sense of

permanence and continuity with our partners, whom we work with, including our staff volunteering.” Ecovis London Foundation Trustees

The Ecovis London Foundation Trustees recommended that Ecovis London Foundation and EWY staff lend their full support and assist where we can, the Prior Weston Primary School in ways the school wishes.

Ecovis London Foundation had initially funded the school’s breakfast club and looks forward to supporting and helping to improve the lives of those the school supports currently and going forward. The ethos and values of the school are grounded in the work that the Ecovis London Foundation undertakes.

Ecovis London FOundation look forward to building a strong relationship with the school and its staff, led by Fiona, the Headteacher, while sharing the same ethos and values, and a long-term commitment to support vulnerable people in the local community by working collaboratively in partnership.

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

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A Head Teacher’s Welcome

A message from Fiona McCorquodale

Prior Weston School and Children’s Centre is a special place in a unique location. Every morning, I have the pleasure of welcoming the children and families into our amazing building. We truly are a school in the heart of the community it serves in that we open our doors to the school community every day.

I started as Head Teacher of Prior Weston in September 2019 but had worked in the local area as a teacher and school leader for 18 years before that, and so I know this neighbourhood very well. There are parents here at the school who I taught when they were children!

As a school, we aspire for all of our young learners to aim high, develop resilience, be curious and respectful, and to value diversity. We strive to provide the highest quality of a broad and balanced education, but we also place a lot of importance on our children becoming happy, confident and fulfilled individuals. We believe that our children should be encouraged to do well academically, and should also be exposed to a fun, varied and creative curriculum so that they develop a thirst and love for learning. We do this by encouraging our children to explore, discover and question through a range of exciting learning opportunities, where we nurture creativity, independence, and individuality.

Fiona McCorquodale – Headteacher, Prior Weston Primary School

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Fiona McCorquodale – Head Teacher of Prior Weston Primary School

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

Bernie’s Breakfast Bagels

The Ecovis London Foundation supports an initiative that the school runs called Bernie’s Breakfast Bagels.

On the back of our £730.00 donation, Bernie (the school’s safeguarding & welfare lead) met with the National School Breakfast Programme and secured some matched funding through their scheme. This means the payment we made will now cover the whole school year!

Christmas Carols

It was with great pleasure that the Ecovis employees and partners hosted the Prior Weston School Children's choir (at the invitation of Ecovis London Foundation) for a Christmas carol concert at the Ecovis offices.

They came to the Ecovis office in December 2024 to sing a range of Christmas carols. Ecovis had invited other organisations in the building to join in watching the Christmas Carol festivities in the foyer of the building. While they sang, they also had collection boxes for donation money to fundraise for school initiatives. The children raised a good sum of donations as well!

Santa played his part as well, the overjoyed and happy expressions on the faces of the children were something to behold when Santa arrived to give out presents to all the children in the Choir and staff, who attended, including Head Teacher Fiona.

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Prior Weston School Choir sing carols for Ecovis and other firms in Waverley House.
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The children at Prior Weston School enjoy their breakfast bagels and get a special visit from Santa at Waverley House.
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The Christmas Pantomime

we were honoured to help bring joy to students during the festive season by making a significant donation of £2,269 towards the school’s performances. Supporting The Greediest Elf production for younger students and enabling trips to The Hackney Empire were important ways for us to ensure every child could experience the magic of theatre during the holidays. We know that these moments create lasting memories, and we are privileged to play a part in making them happen.

The school sports kit

We are proud to continue supporting Prior Weston Primary School in ways that enrich the experiences and opportunities available to its students. This year, we were delighted to fund a brand-new sports kit for the school’s teams with a donation of £1,200, ensuring they can take to the field with confidence and a real sense of unity. We believe that sport plays a vital role in developing teamwork, resilience, and pride, and we are thrilled to contribute to that.

Prior Weston School showcases their new Ecovis London Foundation sports kit with David Whelan. The Ecovis London Foundation Annual Trustees Report | 30 June 2024

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Ecovis London Foundation funding of the Reading Roadmap

A message from Deputy Headteacher, Bev Newman

The Reading Road Map is a reading for pleasure initiative set up by the Islington Education Library Service. Originally, it was for schools in the borough, but it has now been extended nationally and has some schools overseas that run the challenge.

Each year, the library team devises a new reading ‘map’:

These books are across a range of genres and include a mixture of children’s classics and new titles, and authors. Children receive a sticker for each book read. There are also bronze, silver, gold and platinum certificates that are awarded in celebration assemblies on Fridays.

This is a well-loved reading challenge in the school.

All children from Year 1 to Year 6 have the opportunity to change books daily. As part of this, they have a conversation with the adult running the challenge about the book they have read, what they have enjoyed, etc. Children also talk with each other as they are changing books, giving reviews and recommendations to each other.

The reading challenge has had a significant impact on reading for pleasure at Prior Weston.

There is a good take-up in groups that usually are reluctant readers, such as boys. They love the competitive element.

More information can be found on their website: https://www.ukreadingroadmap.org/

We are a subscribing school, so one set of books for each phase is £825. (This is for 130 books, the stickers, and certificates). Issues with having one set are that if a book is lost, the set is immediately incomplete. Also, some children take longer to read a book, and this can cause frustration as some children like to complete sections at a time (e.g. read all the adventure books first).

An additional set of books would be £580. This would be £1,405 in total. With budgets becoming smaller and the cost of basics such as books and stationery rising, the demands on the school budget are increasing.

The Ecovis London Foundation donated £825 pounds for the book project 2024 to sponsor the reading challenge at Prior Weston, which will have a positive impact on over 190 children to promote reading for pleasure and at the same time have an impact on outcomes.

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

Ecovis London Foundation Charity Partnerships

Supporting charitable causes in our community

Thames Reach

Thames Reach is a London-based charity dedicated to ending street homelessness. Their mission is to assist people who are homeless or vulnerable in finding decent homes, building supportive relationships, and leading fulfilling lives. They specialise in supporting individuals with complex needs, such as poor mental health and substance misuse.

Their charitable activities encompass a wide range of services. They run community day centres, offer hostel accommodation, and provide supported housing to help people recover from homelessness. They also offer employment and training opportunities so that people can find suitable, sustainable work and live more independently. Their services include street outreach, hostels, specialist supported housing, prevention work, health initiatives, and a range of employment, education and return to work schemes. They also encourage the public to volunteer their time, skills, and expertise to help make their services available to more people. [Source: https://thamesreach.org.uk/about-us/our-mission/]

Bill Tidnam

CEO, Thames Reach

‘The third quarter of last year marked a significant challenge, with the second highest number of people recorded sleeping rough in any quarter. In a bleak situation, it’s important to look for positives. In the course of the year, we have developed new services and taken on existing ones. This includes the opening of assessment centres in the City of London and Lambeth. These centres operate around the clock, providing an essential first step off the streets. At Thames Reach, we are proud of the people who have continued to help us deliver our services, whether they are employees, volunteers, donors or trustees.’

Source: Bill Tidnam - Thames Reach

The year in numbers

Preventing homelessness in the community

Thames Reach remains dedicated to preventing homelessness, recognising that proactive intervention is key to reducing rough sleeping. Their 2023-24 efforts included collaboration with local commissioners to establish the Hounslow Reach service, which launched in January 2024. This initiative has quickly become a crucial part of the borough’s support network, helping those at risk of homelessness remain in their homes.

In Lewisham, the Deptford Reach service has expanded its reach by operating in various community spaces, such as food banks and community centres, ensuring accessibility for those in need.

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Additionally, Thames Reach has strengthened its partnership with Southwark Works to address gaps in mental health support and improve employment opportunities for vulnerable individuals.

A significant achievement in 2023-24 was securing a grant to continue facilitating private tenancies for individuals under 35 at risk of street homelessness in Greenwich. This funding guarantees the continuation of this vital support for at least four more years, reinforcing Thames Reach’s commitment to sustainable homelessness prevention. Source: https://thamesreach.org.uk/about-us/our-reach

Ginny’s Story

Feeling stuck and in search of fulfilling work

Through our Southwark Works programme, which provides personalised job support for Southwark residents, Ginny was able to find the help she needed to make a change in her career and pursue something truly meaningful to her. Southwark Works is part of a wider service set up by the London Borough of Southwark. It aims to provide bespoke support for borough residents who are experiencing homelessness, or at risk of homelessness, and who are seeking sustainable, better-paid employment. Before she came across the service online, Ginny was in a difficult position. Stuck in a physically draining cleaning job during the pandemic and struggling financially, she knew she needed a change but wasn’t sure where to turn. “I was quite depressed and felt trapped in a job that was exhausting and poorly paid,” she said. “I didn’t have a clear idea of what I wanted to do but I just knew I needed to get out of the cleaning job. I felt so stuck, and I was struggling for money.” With the help of support worker Shahid, she was able to start making a change.

Shahid, Support worker “We help local residents find opportunities that lead to meaningful change.”

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Hearing from Benjy at Thames Reach

In the spotlight

3 Benjy Saint

Fundraising Manager

Interviewing Benjy Saint, the Fundraising Manager for Thames Reach: Benjy provided valuable insights into the mission and objectives of Thames Reach, emphasising the significance of corporate sponsorships from organisations like the Ecovis London Foundation. Most importantly, Benjy highlighted the collaborative efforts between the Ecovis London Foundation and Thames Reach to offer many vital development workshops, such as CV building, interview skills, confidence + motivation, application form process and weekly 1-1 person-centred sessions focusing on the importance of skill development and building confidence.

“Our mission is ultimately to end rough sleeping in London, which is quite an ambitious goal, but I guess we're an ambitious organisation. We don’t define people by their rough sleeping; people from all walks of life can end up sleeping on the streets. Our mission is to foster a holistic approach and provide activities that can help people facing complex problems, such as finding themselves on the street. Our main focus is on prevention, getting out there and engaging with rough sleepers directly, aiding them with recovery, providing accommodation and helping them to find employment to secure their future.”

“Lots of corporates work with us and make an impact directly through corporate volunteering, that might be in delivering, as David at the Ecovis London Foundation does, a range of workshops. That’s a crucial kind of support that we can provide people, not just helping them to get off the streets but to ensure they stay off the streets through these confidence-building workshops. David is brilliant at what he does, and I think having someone with his lived experience helps people with their self-esteem.”

“There was a woman called Sumiya who was struggling with her mental health and had multiple barriers to work, including physical and mental health conditions. She lacked digital access and had financial stresses. With some of the support that the Ecovis London Foundation offers, we were able to help her refine her CV and create a job searching strategy. A huge barrier for her was that she didn’t have access to a laptop or computer, and we were able to provide her with one. This helped her apply for work. After offering her feedback on her CV, Sumiya secured a job at the refugee council as a project administrator, which is brilliant.”

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Ecovis Wingrave Yeats “Giving Back” Group Independent Fundraising

Selective fundraising activities independently undertaken by individuals and select groups of Ecovis employees are wholly the responsibility of the “Giving Back” Group or the individual employee. Such fundraising activities are not under the jurisdiction of the Charity, nor does the Ecovis London Foundation Board of Trustees have any legal responsibility or oversight for them.

Hearing From Billy Iden and Aryan Khanna

Billy Iden

Giving Back Committee Ambassador

It is a great honour to be the ambassador of the Giving Back team. I put myself forward to be a member of the Giving Back team a year ago, as I have always had a keen interest in helping where I can. This ethos is something that I have grown up with as my Mum has always worked with vulnerable children, and is now a manager of a care home, so helping others has always been a part of my family and me. The work Ecovis do through the Ecovis London Foundation is amazing, it has always been something I looked forward to hearing about in firm updates to see where we as a company have made a difference to the community and people's lives. During my first year, I have seen first-hand the work that goes into the initiatives that we run, and the Giving Back team are excited to build on this. My personal highlight has been delivering the Christmas Hampers with Robert, it is very rewarding seeing the reaction of the grateful recipients who know they will be able to feed themselves and their families this Christmas. I look forward to what the future brings for the Giving Back team!

Aryan Khanna

Giving Back Committee Ambassador

Being chosen as ambassador for the Giving Back team has been a source of immense pride and one of my most rewarding workplace experiences. The moment the opportunity arose, I eagerly volunteered, driven by my lifelong passion for helping others, a value instilled in me by my family. I fondly recall delivering food parcels to a local school for blind children with my aunt, vowing that once I had the chance to give back, I would seize it. The impactful work Ecovis achieves through the Ecovis London Foundation has always inspired me. I eagerly follow firm updates to see the difference we make in the community. Over the past year, I’ve witnessed firsthand the dedication behind our initiatives, and the Giving Back team is excited to build on these successes. Looking ahead, I am optimistic about our future. Our efforts have already left a lasting mark, and I am confident we will continue driving meaningful change. Together, we will foster a spirit of generosity and compassion, inspiring others to join us in making a difference.

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Ecovis London Foundation Work Ready Programme

Programmes and activities for 2023-2024

In partnership with Thames Reach & in association with Southwark Works, we have continued to deliver our “Transition to Work” - “Better to Work” projects and “Work Ready” within the homeless community. Supporting both charities to deliver services to those most in need. Successfully piloted and supported Thames Reach's additional “Step Up” program. All materials and resources for the projects and workshops are provided by Ecovis London Foundation.

CV, interview skills, confidence + motivation, application form workshops

1-1 CV and Interview skills sessions and mock interviews

Ecovis Employee's donation of smart work clothing

Donation of recycled laptops from Ecovis Wingrave Yeats

Facilitates work experience/placements

Support job fairs/events & mentoring support

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Southwark Works

In association with Ecovis London Foundation and Thamesreach

The Ecovis London Foundation is partnering with the Thamesreach Charity to deliver an in-work progression project for Southwark Works. Ecovis London Foundation provides person-centred and high-quality support to Southwark residents referred by Thamesreach who are employed, assisting them in advancing to better job opportunities by helping them understand their skills, goals, and aspirations related to work. Ecovis London Foundation manages an active caseload where we collaborate with Thamesreach/Southwark Works clients to create action plans that help them achieve their employment objectives. We liaise with Thamesreach clients on all aspects of employment support, including CVS, job search strategies, application writing, and interview skills.

Ecovis London Foundation organises and supports monthly employment workshops at Thamesreach, such as Interview Skills, CV Building , Application Process, and Confidence and Motivation workshops, to aid Thamesreach and Southwark Works clients. Additionally, we offer weekly 1-on-1 Better to Work sessions for clients.

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About Southwark works

Who are we?

Southwark Works is a free employment service for local job seekers and employers. We provide friendly and expert-led support for residents of all ages and backgrounds, creating better work opportunities for everyone in our community.

Assigning you with your own personal adviser, we offer assistance throughout each stage of your career – whether that’s finding your first job or your next role, helping you prepare for an interview or delivering on-the-job guidance.

Working across a wide range of sectors, our highly tailored services have been developed with 15 years of experience and have helped thousands of people reach their personal career goals.

If you live in Southwark and you’re looking for a job or you want to achieve better pay, hours and career prospects, we’d love to welcome you. We look forward to discussing the next phase of your career progression with you.

Who can access our services?

We work with residents of all ages, skillsets and backgrounds. Some people we work with have encountered difficulties finding employment. Others are re-entering the job market for the first time in a while. Whatever your current situation, we’re here to help.

Alongside permanent and part-time jobs, we also have opportunities for volunteering, internships and apprenticeships, allowing you to gain skills and contacts outside of traditional employment routes.

The only criteria you must meet to access our free services is to be a Southwark resident and be eligible to work in the UK.

How do we work with job seekers?

At Southwark Works, we tailor our services to you, meaning you can receive as much or as little support as you like.

Although the way we work depends entirely on the individual, below you’ll find a brief outline of what you can expect from our team.

Source: https://southwarkworks.com/about-southwark-works/

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Christmas Hampers

Delivering hampers to Prior Weston School and Thames Reach clients

Donation of £495.39 pounds for food by Ecovis employees for parcels/hampers – these kind donations to clients of both charities support the most vulnerable in our society at a particularly challenging time of the year, and given the cost-of-living crisis in our society. Food hamper deliveries to Thames Reach were undertaken by the Senior Partner of Ecovis Wingrave Yeats, Robert McCann and Ecovis Associate Billy Iden. Deliveries to Prior Weston School were undertaken by Robert McCann.

I am on benefits and a single parent. I was worried and pressured into thinking about how I was going to cope with little money for essential things given the cost-of-living crisis. This hamper is a lifeline. I cannot thank Ecovis London Foundation enough.

Another recipient

Ecovis Delivery of hampers to Thames Reach by Robert McCann and Billy Iden

, os

Some members of the Ecovis team packing the food boxes to be delivered by Robert McCann and Billy Iden

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Contact Information

Get in touch

Our website, supporting us and useful contact information

The Ecovis London Foundation highlights the work that it does through the charity portal on the website of our core funder, Ecovis Wingrave Yeats. Here we seek to highlight and promote our activities, and the other charitable activities of the Ecovis employees and partners. Whereby you can access all our previous annual reports since 2016 and review all our charitable partnerships and causes we engage in and support.

Click below to view our website page where you’ll find more information regarding what we do and upto-date news:

ECOVIS London Foundation | ECOVIS Wingrave Yeats

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Support Us

Here’s how you can help

The Ecovis London Foundation charity is seeking to expand and develop our partnerships within the wider corporate, private, and volunteer sectors in supporting our work ready “Transition to Work” projects and initiatives whereby we can offer additional placements and employment opportunities more widely.

Please consider supporting the work we do. The challenge facing the charity is how we continue to make a real difference and provide much needed support to improve the life chances and opportunities available to some of the most vulnerable adults in our society.

If you would like to make a donation or support any of our fundraising activities you can donate through the Ecovis London Foundation gift giving page.

Contact Information

Who to call

If you are interested in finding out more about Ecovis or require specific information, contact Ecovis London Foundation Director, David Whelan, who will be happy to answer any questions you may have.

Message of Thanks

To Grace Ashton

The Ecovis London Foundation would like to express our special thanks to Grace Ashton (Ecovis Marketing Assistant) for all the support and assistance in compiling this year's annual report. Grace also interviewed Benjy from Thamesreach, Billy and Aryan ambassadors of the “Giving Back Group” of the Ecovis for this year’s annual report .

The Ecovis London Foundation Annual Trustees Report | 30 June 2024

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Financial Accounts

Financial Accounts

For the year ended 30 June 2024 (attached)

The Trustees acknowledge their responsibilities for complying with the requirement of the Charity Commission with respect to accounting records and for preparing financial statements which give a true and fair view of the state of affairs of the charity as of 30th June 2024.

Signed on behalf of the Board of Trustees:

Ben Smith, Chair

Date: 28th April 2025

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Statement of Financial Activities for the year ended 30 June 2024

Ecovis London Foundation (non-profit organisation)

Unrestricted
Funds 2024
Restricted
Funds 2024
Total Funds
2024
Total Funds
2023
Notes £ £ £ £
Income from:
Donations 2 24,629 - 24,629 24,950
Total incoming resources 24,629 - 24,629 24,950
Expenditure on:
Charitable activities 3 26,987 - 26,987 30,406
Total resources
expended
26,987 - 26,987 30,406
Net (expenditure) /
income
4 (2,358) - (2,358) (5,456)
Transfers between funds - - - -
Net movement in funds (2,358) - (2,358) (5,456)
Total funds brought
forward.
7,069 - 7,069 12,526
Total funds carried
forward.
4,711 - 4,711 7,069

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

Balance Sheet for the year ended 30 June 2024

Ecovis London Foundation (non-profit organisation)

Unrestricted
Funds 2024
Restricted
Funds 2024
Total Funds
2024
Total Funds
2023
£ £ £ £
Current Assets
Cash at bank and in hand 18,742 - 18,742 18,142
Total Current Assets 18,742 - 18,742 18,142
Creditors:
Amount falling due within one
year (note 6)
14,031 - 14,031 11,073
Net current assets/(liabilities) 4,711 - 4,711 7,069
Net Assets 4,711 - 4,711 7,069
Charity Funds (note 7)
Restricted Funds 4,711 - 4,711 7,069
Unrestricted Funds - - - -
Total funds 4,711 - 4,711 7,069

Financial statements were approved by the trustees and signed on 28 April 2025 by:

Ben Smith

Chairman of the Board of Trustees

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Notes to the Accounts for the year ended 30 June 2024

Ecovis London Foundation (non-profit organisation)

1. Accounting policies

1.1 Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements have been prepared by the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts per the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 and Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and Charities Act 2011.

Ecovis London Foundation constitutes a public benefit entity as defined by FRS 102.

The accounts (financial statements) have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’.

1.2 Incoming resources

All incoming resources are included in the Statement of Financial Activities when the company is legally entitled to the income, and the amount can be quantified with reasonable accuracy.

Income tax recoverable concerning donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Income tax recoverable on investment income is recognised at the time the investment income is receivable.

Other income is recognised in the period in which it is receivable and to the extent the goods have been provided or on completion of the service.

Where incoming resources have related expenditure (as with fundraising or contract income) the incoming resources and related expenditure are reported gross in the SoFA.

1.3 Resources expended

All expenditure is accounted for on an accruals basis and has been included under expense categories that aggregate all costs for allocation to activities. Where costs cannot be directly attributed to particular activities, they have been allocated on a basis consistent with the use of the resources.

Fundraising costs are those incurred in seeking voluntary contributions and do not include the costs of disseminating information in support of the charitable activities. Governance costs are those incurred in connection with administration of the company and compliance with constitutional and statutory requirements.

All resources expended are inclusive of irrecoverable VAT.

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Notes to the Accounts for the year ended 30 June 2024

Ecovis London Foundation (non-profit organisation)

2 Income received

Unrestricted
Funds 2024
Restricted
Funds 2024
Total Funds
2024
Total Funds
2023
£ £ £ £
Donations and charitable activities 24,629 - 24,629 24,950
Total income received 24,629 - 24,629 24,950

3 Resources expended

Unrestricted
Funds 2024
Restricted
Fund 2024
Total Funds
2024
Total Funds
2023
£ £ £ £
CV Workshops and 1-1 support 20,958 - 20,958 22,556
Ukraine Support initiatives 6,029 - 6,029 7,850
Total Resources expended 26,987 - 26,987 30,406

4 Net incoming resources

During the year, remuneration of £nil (2023: £nil) was paid to the trustees)

5 Staff Costs

During the period staff costs of £nil (2023: £nil) were paid.

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Notes to the Accounts for the year ended 30 June 2024

Ecovis London Foundation (non-profit organisation)

6

Creditors: falling due within one year

As at the balance sheet date, the Charity owed Ecovis Wingrave Yeats UK Limited £14,031 (2023: £11,073) in respect of expenses incurred on behalf of the Charity associated with events and activities held.

7 Summary of funds

Brought forward Incoming resources Resources expended Carried forward
Unrestricted
funds
7,069 24,629 (26,987) 4,711
Restricted
funds
- - - -
Total 7,069 24,629 (26,987) 4,711

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The Ecovis London Foundation Annual Trustees Report | 30 June 2024

Taking the next step

Thank you for taking the time to review our report

If you have any questions, please contact:

David Whelan

Ecovis London Foundation Independent Director +44 (0)20 7495 2244 david.whelan@ecovis.co.uk

ECOVIS Wingrave Yeats, Waverley House 7-12 Noel Street, Soho, London W1F 8GQ

enquiries@ecovis.co.uk +44 (0)20 7495 2244