## **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**<br>**(if not for**<br>**whole year)**|**Names of person (or**<br>**body) entitled to**<br>**appoint trustee (if any)**|
|---|---|---|---|---|
|**1**|Joyce<br>Connell-Conn<br>ell|Chair||IO Trustees:<br>●  Joyce Connell<br>●  Nik Cerutti<br>●  Barney Holleran<br>●<br>Amol Chalisgaonkar|
|**2**|Nik Cerutti|Vice-Chair|||
|**3**|Barney<br>Holleran|Treasurer|||
||Amol<br>Chalisgaonkar|Legal Compliance|||
|**4**|Dionne Baron|Fundraising|From<br>September<br>2021||
|**5.**|Tim Adelani|Trustee|From<br>September<br>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 c￿S￿tu￿{
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 I￿11￿￿dUals
for apwntrrtnt as Twstees, tre Truslees must have reg¥d lo the sknlls. kr￿dge and
eXperIe￿e needed for effectve aj￿￿nistration 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 Ins￿ht 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 T￿￿tee of10 and continues to ¢kn￿te IE'S ￿￿esSeS, systems aTrJ ￿miC
Oxbn&Je ￿nIo￿n9 syllabus and matenals to 10 to enatde the thanty to run the OxbTrJge
Mentonng schen￿ <x) a wkle scale free st￿lS that atterMI UK sLite schcM*.
TaknrvJ forward the tnpartrte Pthrship be1v￿nI0, IE aTrJ new partrw InsTrgM Ac&Jemy (IA),
charity has beneffted from dC￿a￿{￿￿ 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 f0￿Mer st￿jents, also a forrrer OMS student.
who sent out an email womotiThJ the fundras1￿j efforts of Irtsoht Academy.
10.2 ￿der nelwoTk
Dunng this rerottsng year, Insight Qutre&h continued rts partnership wth Ar￿S Bursary vtho
were invrted to wotrK)le aFplicatson to IO'S Oxbrty Mentoring Scheme among its
beneficianes - Afncar￿Canbtean tK)ys and girls, a key target a￿￿￿en￿ for the Oxlxi(%Je
Mentonng Scheme.
InsMJht (knach conts'nued its memiErship wrth the Fair Ed￿ation 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 AbhY￿kn 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: 

1.  Spark Ambition: dream without limits and exceed expectations. 

2.  Champion Student-led Learning: take ownership of academic and personal development. 

3.  Develop  Critical  Thinking:  forge  new  ideas,  alternative  perspectives  and  creative  solutions 

   - to complex problems. 

4.  Build Resilience and Confidence: overcome, reflect and grow in response to challenges. 

5.  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 exPer￿r￿e of SUPForbng th￿r
student(s) through their OMS JOU￿
17 Areas for improvement
Refiethng on resutts of collated feedback, arml as part of Contrn￿)￿S lmpy0ven￿nt, Trustees
idenljfied issues ￿ryth C*AS in rts 21r21 fomi. and gwated sOlub"c￿ that w￿e 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 Ind￿te 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 pro￿SlOn. some volunleer
S4.Volunleer menlors lo become personal development
Mentors asslgned lo studenls have nol
rnenlors; pay 3 Lead Mentors & IK)Id a￿Untable 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
ar￿ther 5ubjeGt olher than their own
2. H￿￿er 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 alK￿t sknlls•t rather than iubJKt
6. Length of time belwten submrtUrvJ UCAS
S6. More manageable wlth redu￿1 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 ne*V accountant qualffiCatK￿ to Man￿10 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<br>To<br>4/1/2021<br>3/31/2022||
|||Last Period<br>From<br>To<br>4/1/2020<br>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|£<br>562.33|B|Current|
|13-Apr-21|Jodie Armitage IO Funding App|Financial Regulator||50|£<br>512.33|C|Current|
|13-Apr-21|Joyce Connell IO Funding App|Donation|12.5||£<br>524.83|D|Current|
|23-Apr-21|A Chalisgaonkar NO REF|Donation|12.5||£<br>537.33|1|Current|
|27-Apr-21|981985-CAFGYE41000784551-&--&-GYE41000784551|Donation|9.6||£<br>546.93|2|Current|
|30-Apr-21|821984-CHARITIES TRUST-&--&-CP8068|Donation|10||£<br>556.93|3|Current|
|5-May-21|ZOOM.US 888-799-9666|Zoom monthly fee||14.39|£<br>542.54|4|Current|
|24-May-21|447845-AMAZON EUROPE CORE-&--&-7538739795745357|Donation|9.06||£<br>551.60|5|Current|
|27-May-21|981985-CAFGYE41000784551-&--&-GYE41000784551|Donation|9.6||£<br>561.20|6|Current|
|28-May-21|821984-CHARITIES TRUST-&--&-CP8068|Donation|10||£<br>571.20|7|Current|
|7-Jun-21|ZOOM.US 888-799-9666|Zoom monthly fee||14.39|£<br>556.81|E|Current|
|25-Jun-21|GIVING.COM / JUSTG|Donation||18|£<br>538.81|8|Current|
|25-Jun-21|981985-CAFGYE41000784551-&--&-GYE41000784551|Donation|9.6||£<br>548.41|9|Current|
|6-Jul-21|ZOOM.US 888-799-9666|Zoom monthly fee||14.39|£<br>534.02|10|Current|
|8-Jul-21|INSIGHT EDUCATION MENT/TUTOR REFERAL|Referral Income|25||£<br>559.02|11|Current|
|13-Jul-21|DISCLOSURE SERVICES|DBS Fee||28.8|£<br>530.22|F|Current|
|22-Jul-21|INSIGHT EDUCATION DONATION TUTOR WG|Donations from Insight Education|25||£<br>555.22|G|Current|
|26-Jul-21|GIVING.COM / JUSTG|Donation||£18.00|£<br>537.22|12|Current|
|27-Jul-21|981985-CAFGYE41000784551-&--&-GYE41000784551|Donation|£9.60||£<br>546.82|H|Current|
|30-Jul-21|821984-CHARITIES TRUST-&--&-CP8068|Donation|£10.00||£<br>556.82|I|Current|
|3-Aug-21|Amol Chalisgaonkar funding regulator|Financial Regulator||£50.00|£<br>506.82|13|Current|
|5-Aug-21|ZOOM.US 888-799-9666|Zoom monthly fee||£14.39|£<br>492.43|14|Current|
|6-Aug-21|James Miller IO social event|Cost of fundraising events||£114.85|£<br>377.58|15|Current|
|6-Aug-21|Disclosure Services DBS A21112|Financial Regulator||£105.60|£<br>271.98|16|Current|
|25-Aug-21|GIVING.COM / JUSTG|Donation||£18.00|£<br>253.98|17|Current|
|26-Aug-21|981985-CAFGYE41000784551-&--&-GYE41000784551|Donation|£9.60||£<br>263.58|J|Current|
|7-Sep-21|ZOOM.US 888-799-9666|Zoom monthly fee||£14.39|£<br>249.19|18|Current|
|27-Sep-21|981985-CAFGYE41000784551-&--&-GYE41000784551|Donation|£9.60||£<br>258.79|K|Current|
|27-Sep-21|GIVING.COM / JUSTG|Donation||£18.00|£<br>240.79|19|Current|
|30-Sep-21|821984-CHARITIES TRUST-&--&-CP8068|Donation|£10.00||£<br>250.79|L|Current|
|5-Oct-21|ZOOM.US 888-799-9666|Zoom monthly fee||£14.39|£<br>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)<br>(in)|
|It Cost||General donations, legacies and grants<br>Donations from Insight Education<br>Donations from Insight Academy<br>Interest on deposit account<br>Referral Income<br>Other receipts<br>Fees for charitable services (e.g. delivering training, workshops<br>**Total Income**<br>**Total Expenditure**<br>**Section A- Receipts and Payments Account**<br>**£2,590**<br>**£928**<br>**£497**<br>**£0**<br>**£2,034**<br>**£0**<br>**£50**<br>**£0**<br>**£9**<br>**_Receipts_**||IE Dona�on<br>(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<br>**£0**|||
|Referral Income||Receipts from sale of investments<br>**£0**|||
|Cost of fundraising events||Loan repayments received<br>Loans received from external funder<br>TOTAL<br>Cost of fundraising events<br>Wages / salaries and national insurance<br>It Cost<br>Regulatory and admin Costs<br>Grants and donations paid<br>**£0**<br>**£0**<br>**£2,590**<br>**£259**<br>**£0**<br>**£173**<br>**£331**<br>**£0**<br>**_Payments_**<br>_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<br>Repairs and maintenance<br>Student Reward and Prizes<br>Office supplies<br>Transportation fees<br>Purchase of investments<br>Loans made<br>Loans repaid to an external funder<br>TOTAL<br>Excess of Receipts over Payments<br>Yes<br>**£0**<br>**£0**<br>**£165**<br>**£0**<br>**£0**<br>**£0**<br>**£0**<br>**£0**<br>**£0**<br>**£0**<br>**£928**<br>**£1,662**<br>**£577**<br>**£2,239**<br>Bank interest and charges<br>Does it balance?<br>_Costs of providing charitable services_<br>_Asset and investment purchases_<br>**Account balance at start of Period**<br>**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**<br>**Receipts**<br>General dona�ons, legacies and grants<br>Dona�ons from Insight Educa�on<br>Dona�ons from Insight Academy<br>Interest on deposit account<br>Referral Income<br>Fees for charitable services (e.g. delivering training, workshops etc)<br>Other receipts|**Amount This Period Amount Last Period**<br>**£497**<br>**£750**<br>**-**<br>**£657**<br>**£2,034**<br>**-**<br>**-**<br>**-**<br>**£50**<br>**-**<br>**-**<br>**-**<br>**£9**<br>**-**|
|---|---|
|**Asset and investment sales**<br>Receipts from sale of fxed assets<br>Receipts from sale of investments<br>Loan repayments received<br>Loans received from external funder|**£2,590**<br>**£1,407**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**|




## **Payments** 

_Administra�ve and fundraising costs_ 



|Cost of fundraising events<br>Wages / salaries and na�onal insurance<br>It Cost<br>Regulatory and admin Costs<br>Grants and dona�ons paid<br>Bank interest and charges<br>Rent/hire of rooms<br>Repairs and maintenance<br>Student Reward and Prizes<br>Ofce supplies<br>Transporta�on fees<br>_Costs of providing charitable services:_|**£259**<br>**-**<br>**-**<br>**£1,015**<br>**£173**<br>**-**<br>**£331**<br>**£102**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£0**<br>**£165**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£77**|
|---|---|
|Purchase of fxed assets<br>Purchase of investments<br>Loans made<br>Loans repaid to an external funder<br>Transfers between funds<br>Bank current and deposit accounts 1st April 2021:<br>Bank current and deposit accounts 05 January 2022:<br>**Asset and investment purchases**<br>**Excess of Receipts over Payments**<br>**Transfers and movements**<br>**Sec�on B- Statement of Assets and Liabili�es**|**£928**<br>**£1,194**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**|
||**£1,662**<br>**£213**<br>**-**<br>**-**<br>**£577**<br>**£2,239**<br>**Total at**<br>**Total at**|





|**Cash Funds**<br>**Other Monetary Assets**<br>Bank current account<br>Tax reclaims dues<br>Recoverable grants and charitable loans due to the charity<br>Other debts (recoverable amounts) due to the charity|**£2,239**<br>**£633**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|
|**Investment Assets**<br>**Assets retained for the charity's own use**<br>**Liabili�es**<br>Quoted securi�es<br>Property held for investment purpose<br>Investments in subsidary / associated companies<br>Other investments<br>Land and buildings occupied by the charity<br>Motor vehicles<br>Computers and other equipment<br>Furniture, fxtures and f�ngs<br>Other assets<br>Unpaid taxes<br>Stafng costs<br>Supplier's accounts not yet paid<br>_Immediately due_|**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**|





|_Payable some�me in the future, or con�ngent_<br>Loan liabili�es<br>Amounts payable on hire purchase / other leasing arrangements<br>Any other liabili�es|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|
||**-**<br>**-**|





Receipts and Payments Accounts & Assets and Liabili�es 

|Charity name:<br>Charity number:<br>For the period from (start date):<br>To (end date):<br>General dona�ons, legacies and grants<br>Dona�ons from Insight Educa�on<br>Fundraising events<br>Interest on deposit account<br>Referral Income<br>Fees for charitable services (e.g. delivering training, workshops etc)<br>Other receipts<br>**Sec�on A- Receipts and Payments Account**<br>**Receipts**|Insight Outreach<br>1178862<br>4/1/2021<br>3/31/2022<br>**Unrestricted**<br>**Funds**<br>**Restricted**<br>**Funds**<br>**Endowment**<br>**Funds**<br>**Total This Period**<br>**£497**<br>**-**<br>**-**<br>**£497**<br>**£750**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£657**<br>**£2,034**<br>**-**<br>**-**<br>**£2,034**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£50**<br>**-**<br>**-**<br>**£50**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£9**<br>**-**<br>**-**<br>**£9**<br>**-**<br>**Total Last Period:**<br>**1st April 2020 -**<br>**31st March 2021**|
|---|---|
|Receipts from sale of fxed assets<br>Receipts from sale of investments<br>Loan repayments received<br>Loans received from external funder<br>**Asset and investment sales**|**£2,590**<br>**-**<br>**-**<br>**£2,590**<br>**£1,407**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|





|**Payments**<br>**Asset and investment purchases**<br>**Excess of Receipts over Payments**<br>_Administra�ve and fundraising costs_<br>_Costs of providing charitable services_<br>Cost of fundraising events<br>Wages / salaries and na�onal insurance<br>It Cost<br>Regulatory and admin Costs<br>Grants and dona�ons paid<br>Bank interest and charges<br>Rent/hire of rooms<br>Repairs and maintenance<br>Student Reward and Prizes<br>Ofce supplies<br>Transporta�on fees<br>Purchase of fxed assets<br>Purchase of investments<br>Loans made<br>Loans repaid to an external funder|**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|
||**£259**<br>**-**<br>**-**<br>**£259**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£1,015**<br>**£173**<br>**-**<br>**-**<br>**£173**<br>**-**<br>**£331**<br>**-**<br>**-**<br>**£331**<br>**£102**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£0**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£0**<br>**£165**<br>**-**<br>**-**<br>**£165**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£77**|
||**£928**<br>**-**<br>**-**<br>**£928**<br>**£1,194**|
||**£0**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**£1,662**<br>**-**<br>**-**<br>**£1,662**<br>**£420**|





|**Transfers and movements**<br>**Sec�on B- Statement of Assets and Liabili�es**<br>**Cash Funds**<br>**Other Monetary Assets**<br>Transfers between funds<br>Bank current and deposit accounts Thursday, April 01, 2021:<br>Bank current and deposit accounts Thursday, March 31, 2022:<br>Bank current account<br>Tax reclaims dues<br>Recoverable grants and charitable loans due to the charity<br>Other debts (recoverable amounts) due to the charity|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**£577**<br>**-**<br>**-**<br>**£577**<br>**£2,239**<br>**-**<br>**-**<br>**£2,239**<br>**Total at**<br>**End of Period**<br>**(31/03/2022)**<br>**Total at**<br>**Start of Period**<br>**(01/04/2021)**<br>**£2,239**<br>**-**<br>**-**<br>**£2,239**<br>**£633**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|
|**Investment Assets**<br>Quoted securi�es<br>Property held for investment purpose<br>Investments in subsidary / associated companies<br>Other investments|**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**|




**Assets retained for the charity's own use** 



|Land and buildings occupied by the charity<br>Motor vehicles<br>Computers and other equipment<br>Furniture, fxtures and f�ngs<br>Other assets|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
|---|---|
|Unpaid taxes<br>Stafng costs<br>Supplier's accounts not yet paid<br>Loan liabili�es<br>Amounts payable on hire purchase / other leasing arrangements<br>Any other liabili�es<br>**Liabili�es**<br>_Immediately due_<br>_Payable some�me in the future, or con�ngent_|**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|
||**-**<br>**-**<br>**-**<br>**-**<br>**-**|