## |||(')(A(t)TT Qp/y(M(55)pN|(')(A(t)TT Qp/y(M(55)pN|(')(A(t)TT Qp/y(M(55)pN|(')(A(t)TT Qp/y(M(55)pN||THE|MAXEM TRUST||||1172867|||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||FOR|ENGLAND||AND WALES||||||||||| |||||||||Receipts and payments|||accounts|||CC&ea|| ||||||||Forthe period
from||Period start date
01/01/2021
To|||Period end date
31/12/2021|||| ||~||||~|~|~||||||||| ||||||||Unrestricted
funds||Restricted
funds|Endowment
funds||Totalfunds||Last year|| ||||||||to the neareet
6||tothe nearest 8|to the neareet 8||to the nea|rest 8|to the nearest|6| |A1 Recei||ts|||||||||||||| |Donations||||||||8,640|||||8,640||| |Sub|total||(Gross income for
AR)|||||8,640|||||8,648||| |A2 Asset||and|investment
sales||||||||||||| |(seetable).|||||||||||||||| ||||||Sub total||||||||||| |||||Total|receipts|||8,640||-||-|8,840||| |A3 Pa ments|||||||||||||||| |Legal fees||||||||855|||||855|687|| |Accountancy||fees||||||3,281|||||3,281||| |Insurance||||||||296|||||296|285|| |Donations|to University|||of Oxford||||||||||24,000|| |Processing|fees||||||||||||||| ||||||Sub total|||4,432|||||4,432|24,972|| |A4 Asset||snd|investment||||||||||||| |purchases,
(see||||table)|||||||||||| ||||||Sub total||||||||||| |Net|ofreceiptsl(payments)|||||||4,208|||||4,208|24,9'72|| |A5 Transfers|||between||funds||||||||||| |A6 Cash||funds last year end||||||277|||||277|25,249|| |Cash funds||||this|year end|||4,485|||||4,485||277| |||||||~|~|~
~|~|~ ~||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||||Unrestricted|Restricted||Endowment|| |||Categories|||Details|||funds||funds||funds| |||||||||to oourouta|to|oearoota|to uoorocta|| |Bt Cash||funds|||Current account|||4,485||||| ||||||Deposit account|||||||| |||||||Total|cash funds|4,485||||| ||||||(ugree balances wrh rccopic ccd payments
occouui(c))|||0K|OK||OK|| |||||||||Unrestricted|Restricted||Endowment|| |||||||||funds||funds||funds| ||||||Details|||to oourouta|to|oearocta|to uoorocta|| |B2Other||monetary assets||||||||||| ||||||Details|||Fund to which
accelboloo
c|Cost (opiiooal)||Current value
o tioool|| |B3investment|||assets|||||||||| ||||||Details|||Fund to which
acceiboloo
c|Coot (opiiooal)||Current value
o dooo(|| |BsAssets retained for||||the||||||||| |charity's||own|use|||||||||| |||||||||Fund iowhich|Amount
duo|||When duo| ||||||Details|||liubili
roluioc||o tiouul||o tiouul| |Bg Liabilities||||||||||||| |Signed
behalf|by one or two trustees
ofaf the trustees|||on|k ~'9|Signature
wc||Pnnt
Rayhan
Davis|Name||21|Date of
8
royal
Oct 2022| ## ## ## ## ## ## |Object|i|ves and|Acti|viti|es|||| |---|---|---|---|---|---|---|---|---| ||||||SORP reference|||| |Summary||ofthe purposes||of|Para 1.17|The objects ofthe charity are for||the public| |the charity as set out|||in its|||benefit||| |governing||document||||1.to advance education;
and||| |||||||2.to help young people advance||in life| |||||||through
providing
support to||| |||||||develop their skills, capacities and||| |||||||capabilities
to enable them to meet||| |||||||their needs and participate
fully|in society;|| |||||||in particular,
but without
limitation,||among| |||||||those who by virtue of any kind||| |||||||ofsocial disadvantage
may have||reduced| |||||||prospects ofentering
and||| |||||||flourishin
in hi her education
and be ond.||| |Summary
activities||ofthe main
in relation to those|||Para 1.17and
1.19|The charity assists young people
socially disadvantaged
by||who are| |purposes||for the public||||providing
them with:-||| |benefit,|in particular,||the|||Mentoring
and guidance
from|a select|| |activities,||projects or|services|||group of individuals||| |identified||in the accounts.||||(volunteers),
primarily
from the|business|| |||||||sector, to help equip||| |||||||them
with the skills, competence||and| |||||||confidence to thrive at||| |||||||university,
and eventually
to enter and thrive||| |||||||in their chosen field||| |||||||after graduating;||| |||||||Financial assistance
if relevant||to help| |||||||remove practical barriers||| |||||||to studying
at higher education|institutions.|| |||||||The benefits ofthe organisation,||which are| |||||||closely linked, are:||| |||||||1.Giving
individuals
from disadvantaged||| |||||||backgrounds
the chance to||| |||||||access higher education,
so that||lack of| |||||||social confidence,
or lack||| |||||||ofresources or support
do not form barriers||| |||||||to effectively||| |||||||completing
higher study and pursuing||| |||||||successful careers, and so||| |||||||that these individuals
are not at|a relative|| |||||||disadvanta
e to those||| ||||||from more advantaged|backgrounds.|backgrounds.| |---|---|---|---|---|---|---|---| ||||||2. By virtue of(1)above, bringing
about||| ||||||greater equality,
diversity||| ||||||and social mobility
in higher education-||| ||||||and, ultimately,
in the||| ||||||professional
and business sectors which the||| ||||||beneficiaries
will||| ||||||enter after their education.
The benefits of||| ||||||diversity to educational||| ||||||institutions,
workplaces|and society as a|| ||||||whole are widely||| ||||||acknowled
ed.||| |Statement||confirming||Para 1.18|The trustees
confirm that they||have had| |whether|the trustees||have||regard to the guidance|issued|by the Charity| |had regard||to the guidance|||Commission
on public|benefit|| |issued|by the Charity||||||| |Commission||on public|||||| |benefit|||||||| |Additional||information|(optional)|(optional)||| |---|---|---|---|---|---|---| |You ma|choose to include|||further statements|where relevant|about:| |||||SORP reference||| |||||Para 1.38||| |Policy on|grant making|||||| |||||Para 1.38||| |Policy on|social investment|||||| |including|program
related|||||| |investment||||||| |||||Para 1.38||| |Contribution||made by||||| |volunteers||||||| |Other||||||| ## |Achiev|eme|nts|and Pe|rformance||| |---|---|---|---|---|---|---| |||||SORP reference||| ||||||Since the inception ofthe Promentor|| ||||||Programme,
the University's
Careers|| ||||||Service has played an integral
part|| |Summary
ofthe main
achievements
ofthe charity,||||Para 1.20|helping students
from low income
backgrounds
access alumni
mentoring|| |identifying|the|difference the|||opportunities
and intemships,
as well as|| |charity's|work|has made to|||careers support
more generally|| |the circumstances|||of its|||| |beneficiaries
and|||any wider||In the past year,|| |benefits lo society as a|||||~ 11first year students
recruited
onto the|| |whole.|||||programme
each matched
with 3 mentors|| ||||||~19applications
were received, 16|| ||||||students
interviewed|| ||||||~33new mentors were recruited to the|| ||||||programme|| ||||||Feedback from the programme
has been|| ||||||excellent from both mentors
and|| ||||||mentees,
with 100%ofmentors
being|| ||||||keen to be considered as a mentor
in the|| ||||||future, and 100%ofmentors
being keen|| ||||||to recommend
the programme
to|| ||||||colleagues
and others. Forthe mentees|| ||||||97%would recommend
the programme|to| ||||||afellow student,
and 100%would|| ||||||consider bein
a mentor
in the future|| |Achievements
against|Para 1.41| |---|---| |objectives set|| |Performance
offundraising
activities against objectives|Para 1.41| |set|| |Investment
performance|Para 1.41| |against objectives|| |Other|| ## |Financial
Review|Financial
Review|||||| |---|---|---|---|---|---|---| |Review ofthe charity's|||Para 1.21|The charity had approximately||GBP4,485| |financial
position at|the end|||on account at the end|of December 2021|| |ofthe
eriod||||||| |Statement
explaining|the||Para 1.22|The charity currently|operates|a surplus,| |policy for holding
reserves||||and is expected to continue to||do so in| |statin
wh
the
are|held|||er etuit .||| |Amount of reserves|held||Para 1.22|The charity had approximately||GBP4,485| |||||on account at the end|of December 2021|| |Reasons for holding|zero||Para 1.22|Reserves are not required||| |reserves||||||| |Details of fund materially||in|Para 1.24|None||| |deficit||||||| |Explanation
of any|||Para 1.23|None||| |uncertainties
about|the|||||| |charity continuing
as a going||||||| |concern||||||| |The charity's
principal
sources offunds (including|Para 1.4r| |---|---| |any fundraising)|| |Investment
policy and
objectives
including
any|Para 1.46| |social investment
policy|| |adopted|| |A description
ofthe principal|Para 1.46| |risks facing the charity|| |Other|| ## |Structure, Governance|and Man|agement||| |---|---|---|---|---| |Description
ofcharity's||||| |trusts:||||| |Type of governing
document|Para 1.25|Constitution||| |trust deed, ro al charter||||| |How is the charity|Para 1.25|Charitable|Incorporated|Organisation| |constituted?||(CIO)||| |(e g unincorporated||||| |association,
CIDi||||| |Trustee selection methods|Para 1.25|Appointed|by the Board|ofTrustees| |including
details ofany||||| |constitutional
provisions e.g.||||| |election to post or name of||||| |any person or body entitled||||| |to appoint one or more||||| |trustees||||| |any person or body entitl
to appoint one or more
trustees|any person or body entitl
to appoint one or more
trustees|any person or body entitl
to appoint one or more
trustees|ed|ed||| |---|---|---|---|---|---|---| |Additional
information|||(optional)|||| |You ma|choose to include further statements||||where relevant|about:| |Policies|and|procedures||||| |adopted|for the induction||and|Para 1.51||| |training|oftrustees|||||| |The charity's||organisational||||| |structure|and|any wider||Para 1.51||| |network|with|which the||||| |charity works||||||| |Relationship||with any related||Para 1.51||| |parties||||||| |Other||||||| ## |Charit|name|||The MaxEm Trust| |---|---|---|---|---| |Other name the charit|||uses|| |Re istered charit||number||1172867| |Charity's|principal|address||10Queen Street Place,| |||||London| |||||EC4R 1BE| ||Trustee name|Trustee name|Office (if any)|Office (if any)||Dates acted if not for whole
ear|Name
to a|of person (or body) entitled
oint trustee
if an|of person (or body) entitled
oint trustee
if an| |---|---|---|---|---|---|---|---|---|---| ||Rayhan|Davis|10Queen|Street||Acted for the whole year|||| ||||Place,||||||| ||||London||||||| ||||EC4R 1BE||||||| ||Katrien Gunst||10Queen|Street||Acted for the whole year|||| ||||Place,||||||| ||||London||||||| ||||EC4R 1BE||||||| ||Frewyeni|Kidane|University|of|Oxford|Acted for the whole year|||| ||||Development||Office,||||| ||||University|Offices,|||||| ||||Wellington|Square,|||||| ||||Oxford, OX1||2JD||||| |4|||||||||| |5|||||||||| |6|||||||||| |7|||||||||| |8|||||||||| |9|||||||||| |10|||||||||| |11|||||||||| |12|||||||||| |13|||||||||| |14|||||||||| |15|||||||||| |16|||||||||| |17|||||||||| |18|||||||||| |19|||||||||| |20|||||||||| |Funds held as custodian|Funds held as custodian|trustees on behalf ofothers| |---|---|---| |Description
ofthe assets||| |held
in this capacity||| |Name and objects ofthe||| |charity on whose behalf|the|| |assets are held and how|this|| |falls within the custodian||| |charity's objects||| |Details ofarrangements|for|| |safe custody and||| |segregation
of such assets||| |from the charity's
own assets||| ## |Names and|addresses of|advisers
(Option| |---|---|---| |Type of|Name|Address| |adviser||| ## ## ## |Signed|on behalf ofthe|charity|'s tru| |---|---|---|---| ||Signature(s)|)2
(|| ||Full name(s)|Rayhan|Davis| |Position|(eg Secretary,|Chair|| ||Chair, etc)||| |||21 Oct|2022|