Trustees’ Annual
Report
For the period 1 April 2021 to 31 March 2022
1
Section A – Reference and administration details
1. Charity name: Insight Outreach
2. Registered charity no 1178862
3. Principal address: 69 Grosvenor Avenue, London
4. Postcode: N5 2NN
5. Names of the charity trustees who manage the charity:
| Trustee Name | Office (if any) | Dates acted (if not for whole year) |
Names of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 | Joyce Connell-Conn ell |
Chair | IO Trustees: ● Joyce Connell ● Nik Cerutti ● Barney Holleran ● Amol Chalisgaonkar |
|
| 2 | Nik Cerutti | Vice-Chair | ||
| 3 | Barney Holleran |
Treasurer | ||
| Amol Chalisgaonkar |
Legal Compliance | |||
| 4 | Dionne Baron | Fundraising | From September 2021 |
|
| 5. | Tim Adelani | Trustee | From September 2021 |
Note: New Trustees Rob Purdew, Simon McMaster and Akshar Abhyankar were appointed as new Trustees in July, August and December 2022.
3
Section B- Structure, governance and management 6. Description of the charity's trusts: Insoht Outreach is a Chantatde IncorF#xated (nIsat{ (FouThJab"on Nkndel) 7. Trpe of govèrning document le.g. trust deed, eonstitirtion): The chanty is govemed by a cStu{ How the charity is constituted le.g. trus( association. company): Insighl Outreach is constituted as a Chantable IncortK)rated Organisats( - FourKlati 9. Trustee seleetlon methods (e.g. appolnted by. elected by): New Trustees may be recruited to the Board at any bme by the Trustees. In selecting I11dUals for apwntrrtnt as Twstees, tre Truslees must have reg¥d lo the sknlls. krdge and eXperIee needed for effectve ajnistration of Insight cirtreach. 10. Additional gov•manc• issu•s (oplional Irrforniation): 10.1 Rdatlonshlps wfth path4Y¥ Since incepbon as an aFyoved charty, Ingghl Outre&h {10) has benefitled from an arm's length partrErship bwth Insht Educalion (IE) Limrted, a company focusirMJ on disseminath'ng Ihe beneffls of academic ment¢MThJ in the educatson sector. The Managing Direclor of IE Is also the fOund1ng Ttee of10 and continues to ¢knte IE'S esSeS, systems aTrJ miC Oxbn&Je nIon9 syllabus and matenals to 10 to enatde the thanty to run the OxbTrJge Mentonng schen <x) a wkle scale free stlS that atterMI UK sLite schcM*. TaknrvJ forward the tnpartrte Pthrship be1vnI0, IE aTrJ new partrw InsTrgM Ac&Jemy (IA), charity has beneffted from dCa{ as a resutt of IA delivenrrfJ career and team-building worksMps at Sir Henry Fl(ryd School in Juty aThJ Awjust 2021. OPFM)rtunty came as a result of sch)ol recognisir¥J the name of their f0Mer stjents, also a forrrer OMS student. who sent out an email womotiThJ the fundras1j efforts of Irtsoht Academy. 10.2 der nelwoTk Dunng this rerottsng year, Insight Qutre&h continued rts partnership wth ArS Bursary vtho were invrted to wotrK)le aFplicatson to IO'S Oxbrty Mentoring Scheme among its beneficianes - AfncarCanbtean tK)ys and girls, a key target aen for the Oxlxi(%Je Mentonng Scheme. InsMJht (knach conts'nued its memiErship wrth the Fair Edation Allian, a coalth'on of 250 organisations vthich ams to tackle itwualtty in the ed"On system. Trustees attended rts 2021 October Annual Surfflirt and Akshar AbhYkn c(nued hts adwsory duties as a
member of the FEA’s Youth Strategy Group and as a Youth Judge to select candidates for the FEA Youth Steering Group.
Through Insight Outreach’s links via its Co-founder Nik Cerutti, The Elephant Group promoted application to OMS among its state school partners. Members of Insight Outreach also featured in The Elephant Group’s careers talks in July 2021.
For the first time, Insight Outreach held its annual IO Interview Workshop at the offices of central London offices of Hogan Lovells Law Firm. The physical location allowed Trustees, Board members and volunteers to meet in person to run the online workshop for over 100 OMS students who registered. It was a successful day with positive feedback from OMS beneficiaries.
10.3 Policies & Procedures
To guide operations, Insight Outreach had the following in place for the period covering this annual return:
-
Scoring mechanism for applicants to rank and identify students for OMS places.
-
Conflict of Interest Form
-
Conflict of Interest Register
-
Website Terms and Conditions
-
Safeguarding Children Policy
-
Privacy Policy
-
DBS Application Procedure
-
Online Mentor Application Form
-
Online Student Application Form
-
Mentor OMS Booklet and mentoring schedule via a new online portal
-
Student OMS Booklet, including frameworks and resources via a new online portal
-
New OMS Self-Study Booklet and tsk schedule via the online portal
10.4 Induction of Trustees and New Board Members
Where needed, proposed new trustees and rationale for new board members are tabled as an agenda item for discussion at quarterly Board meetings or between board meetings, as needs of the charity dictate. Similarly voting is undertaken at Board meetings or out-of-committee. The normal practice is to appoint persons to the IO Board and then later as a Trustee, where a place becomes available.
After voting, the Co-founding Trustees run background checks on applicants and write a letter of invitation to join the Board. Once the new member accepts in writing, Insight Outreach provides background reading material on the charity and minutes of the last Board meeting. They are formally introduced and welcomed as a new member at the next Board meeting. Two new Trustees were appointed using this process.
5
Section C – Objectives and activities
11 Summary of the objects of the charity set out in its governing document:
The purpose of Insight Outreach is the advancement of education and life chances of young people, particularly sixth form students who are socially and economically disadvantaged and/or from ethnic minority backgrounds, by:
-
(a) Providing mentoring advice and educational support and activities to extend learning beyond the school syllabus
-
(b) Encouraging study of courses at higher education, particularly at Oxford and Cambridge universities
-
(c) Encouraging development of individual capabilities, competences, skills and understanding to cope with university life and studies and find employment
12 Summary of the main activities undertaken for the public benefit in relation to these objects:
In pursuing the objects of Insight Outreach, the trustees have undertaken the following activities for the public benefit of students:
-
(a) Wide use of the OMS syllabus based on mentoring and motivational learning to facilitate educational attainment and personal development;
-
(b) Materials, guidance and learning frameworks made widely available through email distribution;
-
(c) Provision of online education via a dedicated teaching platform to run classes across multiple subjects;
-
(d) Lessons, seminars, conferences, lectures and cultural experiences to increase educational engagement and help achieve educational goals; and
-
(e) Work experience opportunities to develop leadership, entrepreneurial and problem-solving skills, build a CV and improve future employment prospects.
-
(f) Creation of a UK-wide network of IO Ambassadors to build networks at schools and universities.
-
(g) Offering Social Impact or other Internships (through its partners) for former OMS students to further develop their employability skills.
Specifically relating to accessing Oxford and Cambridge universities, Insight Outreach also carried out the following activities to help students make informed decisions and familiarise them with the admissions process:
-
(a) Oxbridge-style mock interviews with comprehensive feedback
-
(b) Teaching and practice of mnemonics to help students hone essay-writing and problem-solving
-
(c) Recommendations on wider reading based on first year of chosen Oxbridge course
-
(d) Brainstorming and advice to produce a top calibre UCAS personal statement
-
(e) Online Oxbridge-style tutorials to hone critical thinking and problem-solving and practice skills required by entrance tests and academic interviews
-
(f) Insight into courses and colleges from Oxford and Cambridge students and graduates
6
13 Additional details of objectives and activities (optional information):
13.1 Vision, Mission and Values
Insight Outreach has publicly articulated what the charity stands for in a statement of our vision, mission and values.
Our Vision is of a thriving, equal society where every bright young mind has the skills, confidence and opportunity to aspire to and achieve their higher education goals, opening the doors to a future that reflects their talent, not their background.
Our Mission is to tackle underrepresentation at the UK’s top universities so that students with talent and potential have the opportunity to secure a place, succeed and progress into their chosen career.
The Values , ideals and characteristics that IO embodies and instils in our volunteers, future leaders and change-makers are as follows:
-
Spark Ambition: dream without limits and exceed expectations.
-
Champion Student-led Learning: take ownership of academic and personal development.
-
Develop Critical Thinking: forge new ideas, alternative perspectives and creative solutions
-
to complex problems.
-
Build Resilience and Confidence: overcome, reflect and grow in response to challenges.
-
Foster an Inclusive Community: build social capital based on trust and respect, where networks are harnessed for social good.
13.2 Target Audience
Insight Outreach’s target audience are Year 12 students who attend school in England and Wales. We welcome in particular applicants from Black African-Caribbean households and from postcodes with low progression rates to university. Our website www.insightoutreach.org states our objectives are to:
-
Increase the application and success rate of state school students to Oxbridge
-
Increase the application and success rate of underrepresented groups to Oxbridge
-
Increase the application and success rate of students from low socio-economic
-
backgrounds to Oxbridge
-
Increase the application and success rates to Oxbridge from students living in postcodes
-
with low progression rates to university
-
Bridge the independent study and creative thinking skills gap between school and university
13.3 Eligibility criteria for applying for IO’s Oxbridge Mentoring Scheme
We have stated the following criteria on our website for students considering applying for OMS:
7
-
Must be in Year 12 and attend a state school or college in England and Wales
-
Have at least 7-9 GCSE grades (actual or predicted by an examining body during the Covid-19 pandemic)
-
Studying relevant A level subjects for their intended future undergraduate degree
In addition, students must meet at least two of the following eligibility criteria:
-
On free school meals, or in POLAR 1 or 2 quintiles or in IMD 1 or 2 areas
-
From ethnic monitory groups underrepresented at Oxford or Cambridge
-
First generation of their immediate family to go to university
-
Care leavers or care givers
13.4 Trustees’ Commentary on Contribution made by Volunteers
During the period covered by this report (1 April 2020 to 31 March 2021), Insight Outreach benefitted from the participation of 68 volunteers:
-
45 OMS Mentors
-
2 persons volunteering their time as Child Protection Leads
-
9 IO Board members
-
A mix of Trustees, Board members and previous OMS students contributed their time to scoring applicants for OMS 2022
-
2 Trustees volunteering their time in an operational capacity.
-
2 Trustees involved in reframing “our story” and “pitch deck” for 2 grant funding applications.
-
1 Board member volunteering their time to develop the new online portals on IO’s website to enable OMS 2022 to be automated.
-
3 existing Trustees contributed to recruitment campaign, interviewing, background checks and briefing 3 new Trustees to lead fundraising, operations, and partnerships.
-
4 Former OMS students who make up the Oxbridge and Cambridge Hubs made efforts to welcome new starter in the October 2021 by leaving a welcome note and sweet treat in college pigeon holes.
The involvement of IO volunteers as Mentors enabled the charity to provide academic mentoring services in OMS 2021 to 540 students (95 of which received places on the full OMS), working individually or in small groups with Mentors. IO feels lucky and is grateful for the dedication of all our volunteer mentors, Board members, public followers and partners .
Section D – Achievements and performance
14 Student Selection & Mentoring Process
The selection process was based on an objective scoring system developed by the Insight Outreach team. Students were selected based on their motivation for the OMS, apparent academic aptitude and the number of spaces we could offer students.
For the OMS 2021 cohort, not all students received one-to-one mentoring due to insufficient mentors, particularly in maths-based subjects and medicine. 95 were selected for the OMS and
8
had access for 10 sessions over the course of 10 months. The remainder were offered places on the Self-Study programme.
OMS students benefitted from Future Leaders sessions led by their peers between monthly mentoring sessions and were also encouraged to attend monthly webinars run by the central IO team and volunteer mentors. These webinars were then made accessible to OMS Self-Study students who were invited to view recordings on a set date and time, before a monthly check-in webinar run by the IO Operations volunteer where they could ask their questions generated from their own research on Oxbridge and university admissions.
15 Summary of the main achievements
15.1 Successes in university admissions
Here are key statistics in 2021 application cycle for the Oxbridge Mentoring Scheme (running March 2021 to December 2021):
-
540 students were accepted onto our 2021 programme (95 on the main OMS programme and a further 445 with access to IO’s resources and monthly webinars on the Self-Study Programme.
-
174 students reported to have finished the programme, 54 on the main OMS and 120 on the Self-Study programme.
-
33 decided not to apply to Oxford or Cambridge
-
Of the 141 students that applied to Oxford or Cambridge, 111 were invited to interviews, and 30 were rejected before interview
-
Of the 111 invited to interviews, 55 students received offers and 56 were rejected.
-
39% overall applicant to offer success rate (55 of 141)
-
For main OMS, overall applicant to offer success rate was 35% (16 of 46)
-
For Self-Study, overall applicant to offer success rate was 41% (36 of 95)
-
50% Oxbridge interview success rate (i.e. of those who attended Oxbridge interviews) (55 of 111)
15.2 Development of partnerships
Through its Board member contacts, Insight Outreach secured a central London location which was offered by Hogan Lovells Law firm, from which we delivered our November IO Interview Workshop to over 100 students across the country. The event was a helpful a team-building exercise in getting members of the central team plus volunteers together, whilst also helping Hogan Lovells fulfil its Corporate Social Responsibility duties through offering employees a chance to assist with IO mock interviews.
Insight Outreach became a member organisation of the Fair Education Alliance (FEA) in the summer of 2021. One of our current trustees and then-IO Cambridge Hub president, Akshar Abhyankar, joined the FEA’s Youth Strategy Group which was tasked with advising the FEA on designing a new strategy and theory of change.
16 Performance Review
Insight Outreach undertakes continuous improvements and has the following in place to help the charity keep its knowledge up-to-date and improve mentoring process and experience for Mentors and students:
9
MKI-point checkp4.nt quesbonnaire (In August I September) Post-oxbtidge interview questionnaire (sent to OMS students in Decem[) OMS InteTVEW Resuhs Questsonnaire (January) Ad.hoc qudrtabve feed from ¥Dlunteer Mentors on their exPerre of SUPForbng thr student(s) through their OMS JOU 17 Areas for improvement Refiethng on resutts of collated feedback, arml as part of Contrn)S lmpy0vennt, Trustees idenljfied issues ryth CAS in rts 21r21 fomi. and gwated sOlub"c that we inwemented for OMS 2022 cycle. l. Not all stLKJenls remalned enga In the S1. Number ol respondents completlng Ihe OMS OMS process from stsrt to finish questlonnalre Indte a 34% OMS compietson rate. Drasocally reduce Intake of OMS & Sell.Study students (preferably to the most academthlly able for the latter) S2. OMS Appiicatson fomi to ask students to Indlcale (osen subject as 11rm- cholce or-unsure-. Llmlt -unsure- students and permil one change during OMS. F(x the Ilme being, exclude menlodng lor non-tradilional subjects e.g. Architecture. Music. Fine Art: locus on mentortng well Ihe more tradttlonal $ubiects 3. Volume of querles Irom OMS studen13 has S3. Traln 2 volunleers trom amofMJsl OMS (x)mmunlly been challenglro foi centtal team deal wllh mallbox querles on rolalion. 4. Inconsislent proSlOn. some volunleer S4.Volunleer menlors lo become personal development Mentors asslgned lo studenls have nol rnenlors; pay 3 Lead Mentors & IK)Id aUntable lo eThJaged Sn OMS or <)nly partly dell¥tred delfver each OMS strand to requlrements. the OMS syllabus S. Some Mentors do not wtsh lo menlor In arther 5ubjeGt olher than their own 2. Her volumes of students requesllng to swap sublects S5. Keep strand name BbscIen. change Humanllles lo "E55ay-based" & Malh5&a5ed to-Probleffl-solving' 80 Ihal Menlof5 think alKt sknlls•t rather than iubJKt 6. Length of time belwten submrtUrvJ UCAS S6. More manageable wlth redu1 volume and only for PS for revlew & recelvlng cxjmments back fijll OMS. Comprehenslve Ilrst & flnal revlew & only when the PS ts .[&Y Section E - Financial review 18 Financial Manag•m•nt Managemenl of10 s accounts VRS imwoved try a parent volunteer Jennrfef App'ah vtho offer&J to use her neV accountant qualffiCatK to Man10 accowrts aThJ Fxepare paFer5 for the Board. 19 Brief ststement of the charity's policy on reserves Currenuy Insight (Xrtteach d(s not have a PK)licy on reserves. io
20 Details of any funds materially in deficit
Insight Outreach does not prepare accounts on the accruals basis, or have any funds materially in deficit.
21 Principal source of funds
Since start up, Insight Outreach has received donations from trustees, parents and partners. This reporting period, IO has received disbursements through Smile Amazon and Give2Live platforms and through
22 Future strategy
Insight Outreach’s legal form (a 'Charitable Incorporated Organisation') enables the charity to create partnerships to generate income.
The intention is to turn Insight Outreach into a self-funding organisation by attracting corporate sponsorship and grant-funding, as well as through fundraising events The Trustees have agreed that moving forward, the ability to hire a part-time IO Operations Manager would greatly benefit the charity and allow for expansion and operational sustainability. Securing funding has continued to be a top priority for Insight Outreach whose model was based entirely on volunteers to operate.
Currently, Insight Outreach has no investable funds, and as such has not yet adopted any specific investment policy.
Section F – 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) Simon McMaster Position (eg Secretary, Chair) Trustee & Legal Compliance Date (DD/MM/YY) Monday 30th January 2023
11
Guide for upda�ng the accounts - BEFORE MAKING ANY CHANGES, ALWAYS SAVE AS A NEW VERSION OF EXCEL!
| Step | 1 | When upda�ng the accounts for a new tax year, the frst thing that you should do is create a new column between Column F and Column G at the end of the "Receipts and Payments Acc | When upda�ng the accounts for a new tax year, the frst thing that you should do is create a new column between Column F and Column G at the end of the "Receipts and Payments Acc |
|---|---|---|---|
| Then, copy and paste the exis�ng "Total for Last Period" column, Column F, into the newly created column, making sure to add in the date for the period it covered (e.g. from 01/04/201 | |||
| This is to be kept for historical reference. | |||
| Then, EXCEPT FOR ROW 12 and ROW 62, hard paste the exis�ng Column E into Column F | |||
| Step | 2 | Then, please update the following when you want to calculate for a new tax year. | |
| Current Period From To 4/1/2021 3/31/2022 |
|||
| Last Period From To 4/1/2020 3/31/2021 |
|||
| This will feed through into the rest of the accounts! | |||
| Please update the 'IO Accounts' tab by copy and pas�ng the latest Metro Bank statement and alloca�ng an accoun�ng category from the dropdown list in 'Column I' | |||
| Then, both the full and simplifed "Receipts and Payments Accounts" tabs should automa�cally update! | |||
| Red Tabs contain historical informa�on |
count5" tsb. 9 to 31103120201
| Date | Reference | Transaction Type | Money In | Money Out | Balance | Receipt Ref | Period |
|---|---|---|---|---|---|---|---|
| £576.72 | A | NA | |||||
| 6-Apr-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | 14.39 | £ 562.33 |
B | Current | |
| 13-Apr-21 | Jodie Armitage IO Funding App | Financial Regulator | 50 | £ 512.33 |
C | Current | |
| 13-Apr-21 | Joyce Connell IO Funding App | Donation | 12.5 | £ 524.83 |
D | Current | |
| 23-Apr-21 | A Chalisgaonkar NO REF | Donation | 12.5 | £ 537.33 |
1 | Current | |
| 27-Apr-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 546.93 |
2 | Current | |
| 30-Apr-21 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | 10 | £ 556.93 |
3 | Current | |
| 5-May-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | 14.39 | £ 542.54 |
4 | Current | |
| 24-May-21 | 447845-AMAZON EUROPE CORE-&--&-7538739795745357 | Donation | 9.06 | £ 551.60 |
5 | Current | |
| 27-May-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 561.20 |
6 | Current | |
| 28-May-21 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | 10 | £ 571.20 |
7 | Current | |
| 7-Jun-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | 14.39 | £ 556.81 |
E | Current | |
| 25-Jun-21 | GIVING.COM / JUSTG | Donation | 18 | £ 538.81 |
8 | Current | |
| 25-Jun-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 548.41 |
9 | Current | |
| 6-Jul-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | 14.39 | £ 534.02 |
10 | Current | |
| 8-Jul-21 | INSIGHT EDUCATION MENT/TUTOR REFERAL | Referral Income | 25 | £ 559.02 |
11 | Current | |
| 13-Jul-21 | DISCLOSURE SERVICES | DBS Fee | 28.8 | £ 530.22 |
F | Current | |
| 22-Jul-21 | INSIGHT EDUCATION DONATION TUTOR WG | Donations from Insight Education | 25 | £ 555.22 |
G | Current | |
| 26-Jul-21 | GIVING.COM / JUSTG | Donation | £18.00 | £ 537.22 |
12 | Current | |
| 27-Jul-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | £9.60 | £ 546.82 |
H | Current | |
| 30-Jul-21 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | £10.00 | £ 556.82 |
I | Current | |
| 3-Aug-21 | Amol Chalisgaonkar funding regulator | Financial Regulator | £50.00 | £ 506.82 |
13 | Current | |
| 5-Aug-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | £14.39 | £ 492.43 |
14 | Current | |
| 6-Aug-21 | James Miller IO social event | Cost of fundraising events | £114.85 | £ 377.58 |
15 | Current | |
| 6-Aug-21 | Disclosure Services DBS A21112 | Financial Regulator | £105.60 | £ 271.98 |
16 | Current | |
| 25-Aug-21 | GIVING.COM / JUSTG | Donation | £18.00 | £ 253.98 |
17 | Current | |
| 26-Aug-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | £9.60 | £ 263.58 |
J | Current | |
| 7-Sep-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | £14.39 | £ 249.19 |
18 | Current | |
| 27-Sep-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | £9.60 | £ 258.79 |
K | Current | |
| 27-Sep-21 | GIVING.COM / JUSTG | Donation | £18.00 | £ 240.79 |
19 | Current | |
| 30-Sep-21 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | £10.00 | £ 250.79 |
L | Current | |
| 5-Oct-21 | ZOOM.US 888-799-9666 | Zoom monthly fee | £14.39 | £ 236.40 |
20 | Current | |
| 15-Oct-21 | INSIGHT ACADEMY LT IADONATION/061021 | Donations from Insight Academy | £2,034.11 | £ 2,270.51 | M | Current | |
| 25-Oct-21 | GIVING.COM / JUSTG | Donation | £18.00 | £ 2,252.51 | 21 | Current |
| 27-Oct-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 2,262.11 | N | Current | |
|---|---|---|---|---|---|---|---|
| 5-Nov-21 | ZOOM.US 888-799-9666 | Zoom Monthly fee | 14.39 | £ 2,247.72 | 22 | Current | |
| 25-Nov-21 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 2,257.32 | O | Current | |
| 25-Nov-21 | GIVING.COM / JUSTG | Donation | 18 | £ 2,239.32 | 23 | Current | |
| 30-Nov-21 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | 10 | £ 2,249.32 | P | Current | |
| 7-Dec-21 | ZOOM.US 888-799-9666 | Zoom Monthly fee | 14.39 | £ 2,234.93 | 24 | Current | |
| 13-Dec-21 | 447845-AMAZON EUROPE CORE-&--&-9463734444746854 | refund | 7.87 | £ 2,242.80 | Q | Current | |
| 17-Dec-21 | Ama A Appiah insight outreach | Admin | 15.21 | £ 2,227.59 | 25 | Current | |
| 22-Dec-21 | ICO | Financial Regulator | 35 | £ 2,192.59 | 26 | Current | |
| 29-Dec-21 | GIVING.COM / JUSTG | Donation | 18 | £ 2,174.59 | 27 | Current | |
| 5-Jan-22 | ZOOM.US 888-799-9666 | Zoom Monthly fee | 14.39 | £ 2,160.20 | 28 | Current | |
| 25 Jan 22 | GIVING.COM / JUSTG | Donation | 18 | £ 2,142.20 | Current | ||
| 27-Jan-22 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 19.2 | £ 2,161.40 | Current | ||
| 31-Jan-22 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | 10 | £ 2,171.40 | Current | ||
| 7-Feb-22 | ZOOM.US 888-799-9666 | Zoom Monthly fee | 14.39 | £ 2,157.01 | Current | ||
| 25-Feb-22 | GIVING.COM / JUSTG | Donation | 18 | £ 2,139.01 | R | Current | |
| 25-Feb-22 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 2,148.61 | 29 | Current | |
| 28-Feb-22 | 821984-CHARITIES TRUST-&--&-CP8068 | Donation | 44 | £ 2,192.61 | S | Current | |
| 8-Mar-22 | Disclosure Services A2112 DBS Checks | Financial Regulator | 28.8 | £ 2,163.81 | 30 | Current | |
| 8-Mar-22 | ZOOM.US 888-799-9666 | Zoom Monthly fee | 14.39 | £ 2,149.42 | T | Current | |
| 11-Mar-22 | CAN Mezzanine Ltd INV-17714 | room hire fee | 165 | £ 1,984.42 | U | Current | |
| 14-Mar-22 | JUSTGIVING 2481221 INSIGHT OU | Donation | 245.05 | £ 2,229.47 | 31 | Current | |
| 25-Mar-22 | 981985-CAFGYE41000784551-&--&-GYE41000784551 | Donation | 9.6 | £ 2,239.07 | 32 | Current | |
| Prizes | Office Supplies | £ 2,239.07 | |||||
| Donation from Insight | Referral | ||||||
| Cost of Fundraising event | Admin | ||||||
| Transaction Type (Acct) | Totals for Current Period: 01/04/2021 to 31/03/2022 | Transac�on Types | ||
|---|---|---|---|---|
| General donations, legacies and grants | Dona�on (non-IE) (in) |
|||
| It Cost | General donations, legacies and grants Donations from Insight Education Donations from Insight Academy Interest on deposit account Referral Income Other receipts Fees for charitable services (e.g. delivering training, workshops Total Income Total Expenditure Section A- Receipts and Payments Account £2,590 £928 £497 £0 £2,034 £0 £50 £0 £9 Receipts |
IE Dona�on (in) |
||
| Regulatory and admin Costs | Venure Hire | |||
| General donations, legacies and grants | Stafng | |||
| General donations, legacies and grants | Travel Reimursement | |||
| General donations, legacies and grants | DBS Fee | |||
| General donations, legacies and grants | Reward & Recogni�on | |||
| It Cost | ICO Compliance | |||
| Other receipts | Totals | |||
| General donations, legacies and grants | ||||
| General donations, legacies and grants | ||||
| It Cost | ||||
| Cost of fundraising events | ||||
| General donations, legacies and grants | ||||
| It Cost | Asset and investment sales | |||
| Referral Income | ||||
| Regulatory and admin Costs | Receipts from sale of fixed assets £0 |
|||
| Referral Income | Receipts from sale of investments £0 |
|||
| Cost of fundraising events | Loan repayments received Loans received from external funder TOTAL Cost of fundraising events Wages / salaries and national insurance It Cost Regulatory and admin Costs Grants and donations paid £0 £0 £2,590 £259 £0 £173 £331 £0 Payments Administrative and fundraising costs |
|||
| General donations, legacies and grants | ||||
| General donations, legacies and grants | ||||
| Regulatory and admin Costs | ||||
| It Cost | ||||
| Cost of fundraising events | ||||
| Regulatory and admin Costs | ||||
| Cost of fundraising events | ||||
| General donations, legacies and grants | ||||
| It Cost | ||||
| General donations, legacies and grants | ||||
| Cost of fundraising events | ||||
| General donations, legacies and grants | ||||
| It Cost |
| General donations, legacies and grants | Rent/hire of rooms Repairs and maintenance Student Reward and Prizes Office supplies Transportation fees Purchase of investments Loans made Loans repaid to an external funder TOTAL Excess of Receipts over Payments Yes £0 £0 £165 £0 £0 £0 £0 £0 £0 £0 £928 £1,662 £577 £2,239 Bank interest and charges Does it balance? Costs of providing charitable services Asset and investment purchases Account balance at start of Period Account balance at end of Period |
|---|---|
| It Cost | |
| General donations, legacies and grants | |
| Regulatory and admin Costs | |
| General donations, legacies and grants | |
| It Cost | |
| General donations, legacies and grants | |
| Regulatory and admin Costs | |
| Regulatory and admin Costs | |
| Cost of fundraising events | |
| It Cost | |
| Cost of fundraising events | |
| General donations, legacies and grants | |
| General donations, legacies and grants | |
| It Cost | |
| Cost of fundraising events | |
| General donations, legacies and grants | |
| General donations, legacies and grants | |
| Regulatory and admin Costs | |
| It Cost | |
| Rent/hire of rooms | |
| General donations, legacies and grants | |
| General donations, legacies and grants | |
In Out Balance
Receipts and Payments Accounts & Statement of Assets and Liabili�es
| Charity name: | Insight Outreach |
|---|---|
| Charity number: | 1178862 |
| For the period from (start date): | 4/1/2021 |
| To (end date): | 3/31/2022 |
| Sec�on A- Receipts and Payments Account Receipts General dona�ons, legacies and grants Dona�ons from Insight Educa�on Dona�ons from Insight Academy Interest on deposit account Referral Income Fees for charitable services (e.g. delivering training, workshops etc) Other receipts |
Amount This Period Amount Last Period £497 £750 - £657 £2,034 - - - £50 - - - £9 - |
|---|---|
| Asset and investment sales Receipts from sale of fxed assets Receipts from sale of investments Loan repayments received Loans received from external funder |
£2,590 £1,407 |
| - - - - - - - - |
|
| - - |
Payments
Administra�ve and fundraising costs
| Cost of fundraising events Wages / salaries and na�onal insurance It Cost Regulatory and admin Costs Grants and dona�ons paid Bank interest and charges Rent/hire of rooms Repairs and maintenance Student Reward and Prizes Ofce supplies Transporta�on fees Costs of providing charitable services: |
£259 - - £1,015 £173 - £331 £102 - - - - £0 £165 - - - - - - - - £77 |
|---|---|
| Purchase of fxed assets Purchase of investments Loans made Loans repaid to an external funder Transfers between funds Bank current and deposit accounts 1st April 2021: Bank current and deposit accounts 05 January 2022: Asset and investment purchases Excess of Receipts over Payments Transfers and movements Sec�on B- Statement of Assets and Liabili�es |
£928 £1,194 |
| - - - - - - - - |
|
| - - |
|
| £1,662 £213 - - £577 £2,239 Total at Total at |
| Cash Funds Other Monetary Assets Bank current account Tax reclaims dues Recoverable grants and charitable loans due to the charity Other debts (recoverable amounts) due to the charity |
£2,239 £633 - - - - - - |
|---|---|
| Investment Assets Assets retained for the charity's own use Liabili�es Quoted securi�es Property held for investment purpose Investments in subsidary / associated companies Other investments Land and buildings occupied by the charity Motor vehicles Computers and other equipment Furniture, fxtures and f�ngs Other assets Unpaid taxes Stafng costs Supplier's accounts not yet paid Immediately due |
- - |
| - - - - - - - - |
|
| - - |
|
| - - - - - - - - - - |
|
| - - |
|
| - - - - - - |
|
| - - |
| Payable some�me in the future, or con�ngent Loan liabili�es Amounts payable on hire purchase / other leasing arrangements Any other liabili�es |
- - - - - - |
|---|---|
| - - |
Receipts and Payments Accounts & Assets and Liabili�es
| Charity name: Charity number: For the period from (start date): To (end date): General dona�ons, legacies and grants Dona�ons from Insight Educa�on Fundraising events Interest on deposit account Referral Income Fees for charitable services (e.g. delivering training, workshops etc) Other receipts Sec�on A- Receipts and Payments Account Receipts |
Insight Outreach 1178862 4/1/2021 3/31/2022 Unrestricted Funds Restricted Funds Endowment Funds Total This Period £497 - - £497 £750 - - - - £657 £2,034 - - £2,034 - - - - - - £50 - - £50 - - - - - - £9 - - £9 - Total Last Period: 1st April 2020 - 31st March 2021 |
|---|---|
| Receipts from sale of fxed assets Receipts from sale of investments Loan repayments received Loans received from external funder Asset and investment sales |
£2,590 - - £2,590 £1,407 |
| - - - - - - - - - - - - - - - - - - - - |
| Payments Asset and investment purchases Excess of Receipts over Payments Administra�ve and fundraising costs Costs of providing charitable services Cost of fundraising events Wages / salaries and na�onal insurance It Cost Regulatory and admin Costs Grants and dona�ons paid Bank interest and charges Rent/hire of rooms Repairs and maintenance Student Reward and Prizes Ofce supplies Transporta�on fees Purchase of fxed assets Purchase of investments Loans made Loans repaid to an external funder |
- - - - - |
|---|---|
| £259 - - £259 - - - - - £1,015 £173 - - £173 - £331 - - £331 £102 - - - - - £0 - - - - £0 £165 - - £165 - - - - - - - - - - - - - - - - - - - - £77 |
|
| £928 - - £928 £1,194 |
|
| £0 - - - - - - - - - - - - - - - - - - - |
|
| - - - - - |
|
| £1,662 - - £1,662 £420 |
| Transfers and movements Sec�on B- Statement of Assets and Liabili�es Cash Funds Other Monetary Assets Transfers between funds Bank current and deposit accounts Thursday, April 01, 2021: Bank current and deposit accounts Thursday, March 31, 2022: Bank current account Tax reclaims dues Recoverable grants and charitable loans due to the charity Other debts (recoverable amounts) due to the charity |
- - - - - £577 - - £577 £2,239 - - £2,239 Total at End of Period (31/03/2022) Total at Start of Period (01/04/2021) £2,239 - - £2,239 £633 - - - - - - - - - - - - - - - |
|---|---|
| Investment Assets Quoted securi�es Property held for investment purpose Investments in subsidary / associated companies Other investments |
- - - - - |
| - - - - - - - - - - - - - - - - - - - - |
|
| - - - - - |
Assets retained for the charity's own use
| Land and buildings occupied by the charity Motor vehicles Computers and other equipment Furniture, fxtures and f�ngs Other assets |
- - - - - - - - - - - - - - - - - - - - - - - - - |
|---|---|
| Unpaid taxes Stafng costs Supplier's accounts not yet paid Loan liabili�es Amounts payable on hire purchase / other leasing arrangements Any other liabili�es Liabili�es Immediately due Payable some�me in the future, or con�ngent |
- - - - - |
| - - - - - - - - - - - - - - - |
|
| - - - - - |
|
| - - - - - - - - - - - - - - - |
|
| - - - - - |