2024-03-31-accounts - Value In Everyone

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Trustees' Annual Report for the period

Period start date Period end date 01 09 2023 31 03 2024

From

Section A Reference and administration details

Charity name Other names charity is known by N/A Registered charity number (if any) 1204557

Value in Everyone

Charity's principal address 21 Albany Court, 1 Trenmar Gardens (NEW ADDRESS) 158 Purves Road, NW105TG (OLD ADDRESS) Postcode NW10 6BR

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Gerasim Hristov	N/A	N/A	N/A
FilipOlofsson	N/A	N/A	N/A

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

Name	Dates acted if not for whole year
Arslan Zafar

TAR

March 2012

Names and addresses of advisers (Optional information) Type of adviser Name Address	Names and addresses of advisers (Optional information) Type of adviser Name Address	Names and addresses of advisers (Optional information) Type of adviser Name Address




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

Section B Structure, governance and management

Description of the charity’s trusts

Constitution

Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company)

Appointed by Chair Trustee selection methods

(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.

Section C Objectives and activities

Value in Everyone is an organisation changing the narrative in the finance industry. We support London students stemming from lower socioeconomic backgrounds to develop the necessary skills to gain Summary of the objects of the positions in reputable finance institutions where they will become the next charity set out in its generation of leaders who will level the playing field and make a dent in governing document society.

TAR

March 2012

3 networking events with industry professionals
Dozens of 1:1 mentoring sessions to prepare the students for the recruitment process
Dozens of 1:1 mock interview sessions to prepare the students for the recruitment process

Summary of the main activities undertaken for the public benefit in relation to these objects (include within 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)

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

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

TAR

March 2012

Section D Achievements and performance

Summary of the main achievements of the charity during the year

Our inaugural cohort of 21 people had secure offers from top notch financial institutions ranging from Bank of New York Mellon, Bank of America, Blackrock, Advent International and so on. The median salary achieved for each of our beneficiaries was GBP 17,300 higher than the median salary compared to graduates from similar backgrounds. >95% of our cohort was from a diverse (non-white) and atypical (non-standard for the financial industry, i.e. lower socioeconomic background) background. We had a 50:50 split between male and female beneficiaries. The cohort achieved an average of 8.5/10 development score. That is an average improvement of 4/10 in development score. The average development score is a self-assessment score comparing pre-and post-program performance in different categories, including CV & Cover Letter writing skills, Level of Confidence in landing a job, Level of Understanding of the role, Clarity of Career Goals, Knowledge of the Industry, Networking Skills, and Sense of Belonging.

TAR

March 2012

Section E Financial review

N/A

Brief statement of the charity’s policy on reserves

Details of any funds materially N/A 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) Gerasim Hristov Filip Olofsson Position (eg Secretary, Chair, Trustee etc)[Chair ] Date 14/01/2025

TAR

March 2012

Charity Name No (if any) Value in Everyone Receipts and payments accounts CC16a For the period Period start date Period end date To from 1/9/2023 31/03/2024

NO INCOME AND NO EXPENSES - CHARITABLE ACTIVITIES ARE FULLY FUNDED OUT OF POCKET

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £	Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
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*Sub total*(Gross income for AR)	-	-	-	-	-

A2 Asset and investment sales, (see table).
	-
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*Sub total*	-				-
*Total receipts* A3 Payments
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**Sub total **	-	-	-	-	-

A4 Asset and investment purchases, (see table)
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**Sub total **	-	-	-	-	-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
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CCXX R1 accounts (SS)

1/14/2025

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds to nearest £ - - - - OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs	Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional)	Endowment funds to nearest £
				-
				-
				-
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				OK
				Endowment funds to nearest £
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				Current value (optional)
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	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
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	Details	Fund to which liability relates	Amount due (optional)	When due (optional)
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	Signature	Print Name Gerasim Hristov Filip Olofsson
				Date of approval
				14/01/2025
				14/01/2025

CCXX R2 accounts (SS)

1/14/2025