ANNUAL REPORTS AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2025
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(Charitable Incorporated Organisation)
CHARITY REGISTRATION No: 1184832
Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ
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(Charitable Incorporated Organisation)
CONTENTS
| Page 3 | Legal and Administrative Information |
|---|---|
| Pages 4 to 5 | Trustees' Report |
| Page 6 | Statement of Financial Activities |
| Page 7 | Balance Sheet |
| Pages 8 to 13 | Notes to the Financial Statements |
| Page 14 | Independent Examiner's Report |
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(Charitable Incorporated Organisation)
LEGAL AND ADMINISTRATIVE INFORMATION
CHARITY NUMBER 1184832 DATE OF REGISTRATION 9th August 2019 START OF FINANCIAL YEAR 1st April 2024 END OF FINANCIAL YEAR 31st March 2025 TRUSTEES AT 31ST MARCH 2025 Lucinda Kopala Dr Meenal Galal Dr Jonathan Mutch Dr Jeremy Sizer Dr Layla Ettinghausen Dr Natasha Binnie Matthew Betts Louisa Pau Iain Shoolbred Nicholas Stevens Aalia Walker Darren Lunz Bjorn Ovar Johansson LEGAL STATUS Charitable Incorporated Organisation
GOVERNING INSTRUMENT
CIO - Foundation Registered 9th August 2019
OBJECTS
To relieve the need of medical practitioners and other in the medical profession who are suffering or who have suffered mental health problems or other distress for the benefit of the public including but not by way of limitation through the raising of awareness by dissemination of information about mental health issues within the medical profession and to help sufferers to obtain treatment and support in such ways and in such places as the Trustees may from time to time think fit.
CORRESPONDENCE ADDRESS 87 The Belvedere Homerton Street Cambridge CB2 0NU PRIMARY BANKERS Barclays Bank Plc 1 Churchill Place London E14 5HP INDEPENDENT EXAMINERS Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ
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TRUSTEES' REPORT FOR THE YEAR ENDED 31ST MARCH 2025
Summary of the Main Activities
You Okay, Doc? (YOD) and You Okay, Nurse? (YON) were founded in loving memory of Dr Liz Sizer. The charity continued to support doctors, nurses and other healthcare workers during the period. Our mission is to change the perceptions of mental health for those working in the medical sector and to develop bespoke mental health support for healthcare professionals.
The charity provides its support via its three main pillars, being (1) Community activation and advocacy (2) Educational resources and (3) Services provision.
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
Contribution Made by Volunteers
The charity is immensely grateful to the support provided by its volunteers – without which the charity could not help doctors, nurses and other healthcare professionals.
The YOD Ambassadors continued to help spread awareness about the mental health and wellbeing issues faced by healthcare professionals – and promoted YOD in their communities / hospitals / practices including the services and support offered. They provided helpful insight and advice for healthcare workers’ mental health which was used within the charity’s social media to support and guide other healthcare professionals. They attended mental health events on behalf of You Okay, Doc?
The charity’s patron board continued to provide invaluable support to its beneficiaries. During the period YOD patron Tom Mitchell took part in the Yorkshire Peaks fundraiser. YOD Patron Manley Hopkinson hosted The Liz Sizer Gala. YOD Patron Mr Aman Coonar wrote a blog on The Liz Sizer Gala which he attended with his network.
Volunteers and ambassadors for the charity helped deliver The Liz Sizer Gala and the Hike in July campaigns, raising critical funds and awareness for the charity’s cause.
The Trustee Board, comprising a diverse skillset from across medical leadership, entrepreneurship, marketing, PR and accountancy, continued to provide their skills, expertise and passion to support the charity’s cause and growth.
Summary of the Main Achievements
Community Activation
The charity hosted its annual charity Gala, The Liz Sizer Gala, bringing together the YOD and YON community to celebrate their achievements in healthcare workers’ mental health as well as critical awareness raising.
YOD hosted two community building, fundraising hikes – being the Yorkshire 3 Peaks in August 2024 and the Mount Toubkal hike in Morocco in March 2025.
The charity continued its ambassador programme, made up of doctors, nurses and medical students who help raise awareness and grow the YOD community.
YOD continued its educational partnerships and collaborations, including Pastest, NHS Practitioner Health and Unique Expeditions – both providing invaluable support to support doctors’ and nurses’ mental health.
The charity, via its ambassadors and trustees, was represented at important events attended by healthcare workers.
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TRUSTEES' REPORT FOR THE YEAR ENDED 31ST MARCH 2025
Educational Resources
YOD produced regular educational resources via its social media. This included self check-ins, women’s rights, imposter syndrome, stress awareness and tips, physical health tips, suicide awareness, night shift tips, eating disorders and dealing with retraction of specialty offers.
YOD produced blogs regarding stress management and burnout.
Services Provision
The charity continued its partnership with Shout to provide 24-hour text support to its beneficiaries.
YOD provided a virtual support group hosted by an accredited psychotherapist called ‘The Huddle’, exclusively for doctors.
YOD hosted coaching workshops to deal with stress and burnout.
Trustees Responsibilities
The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice GAAP).
The Law applicable to Charities in England and Wales, the Charities Act 2011, Charity (Accounts and Reports) Regulations and the provisions of the Governing Document requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure of the charity for that period. In preparing those financial statements, the trustees are required to:
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Select suitable accounting policies and then apply them consistently;
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Observe the methods and principles in the Charity SORP;
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Make judgements and estimates that are reasonable and prudent;
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Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the CIO will continue to operate.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations and the provisions of the Governing Document. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
16.07.2025
Approved by the Trustees on …………………………………………………………………………………………………………………
Signed on their behalf by Trustee ……………………………………………………………………………………………………………
Printed Name: Lucinda Annabel Kopala
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STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2025
| Notes INCOMING RESOURCES Incoming Resources from Generated Funds Donations, Grants & Legacies 3a Activities for Generating Funds 3b Investment Income 3c Other Incoming Resources 3d TOTAL INCOMING RESOURCES RESOURCES EXPENDED Costs of Generating Funds Cost of Charitable Activities 4a Governance Costs 4b TOTAL RESOURCES EXPENDED NET INCOMING (OUTGOING) RESOURCES Funds Brought Forward TOTAL FUNDS CARRIED FORWARD |
Unrestricted Restricted TOTAL TOTAL Funds Funds 2024/25 2023/24 £ £ £ £ 11,546 - 11,546 3,865 73,696 - 73,696 71,942 - - - - 135 - 135 72 85,377 - 85,377 75,879 59,255 - 59,255 60,180 960 - 960 2,097 60,215 - 60,215 62,277 25,162 - 25,162 13,601 16,140 - 16,140 2,539 41,302 - 41,302 16,140 |
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Movements on all reserves and all recognised gains and losses are shown above. All of the organisation's operations are classed as continuing.
The notes on pages 8 to 13 form part of these financial statements.
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BALANCE SHEET
AS AT 31ST MARCH 2025
| Note Fixed Assets Tangible Assets 2 Investments 6 Total Fixed Assets Current Assets Debtors & Prepayments 8 Cash at Bank and in Hand 7 Total Current Assets 9 NET CURRENT ASSETS TOTAL ASSETSless current liabilities 10 NET ASSETS Funds of the Charity General Funds Restricted Funds 5 Total Funds Creditors: Amounts falling due within one year Creditors: Amounts falling due in more than one year |
Unrestricted Restricted TOTAL TOTAL Funds Funds 31-Mar-25 31-Mar-24 £ £ £ £ - - - - - - - - - - - - - - - - 43,162 - 43,162 17,740 43,162 - 43,162 17,740 1,860 - 1,860 1,600 41,302 - 41,302 16,140 41,302 - 41,302 16,140 - - - - 41,302 - 41,302 16,140 41,302 - 41,302 16,140 - - - - 41,302 - 41,302 16,140 |
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16.07.2025 Approved by the Trustees on …………………………………………………………………………………………………………………
Signed on their behalf by Trustee ……………………………………………………………………………………………………………Lucinda Annabel Kopala
Printed Name:
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NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2025
1. ACCOUNTING POLICIES
Basis of Preparation & Assessment of Going Concern
Basis of Preparation
The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (SORP 2015) (Second Edition, effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Charities Act 2011.
The Charity meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost unless otherwise stated in the relevant accounting policy notes.
Assessment of Going Concern
Preparation of the accounts is on a going concern basis. The trustees consider that there are no material uncertainties about the Charity’s ability to continue as a going concern.
Incoming Resources
Recognition of Incoming Resources
These are included in the Statement of Financial Activities (SOFA) when:
▪ the charity becomes entitled to the resources;
▪ the trustees are virtually certain they will receive the resources; and
▪ the monetary value can be measured with sufficient reliability
Incoming Resources with Related Expenditure
Where incoming resources have related expenditure (as with fundraising or contract income) the incoming resource and related expenditure are reported gross in the SOFA.
Grants and Donations
Grants and Donations are only included in the SOFA when the charity has unconditional entitlement to the resources.
Tax Reclaims on Donations and Gifts
Incoming resources from tax reclaims are included in the SOFA at the same time as the gift to which they relate.
Contractual Income and Performance Related Grants
This is only included in the SOFA once the related goods or services have been delivered.
Gifts in Kind
Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised. Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or distributed by the charity. Gifts in kind for use by the charity are included in the SOFA as incoming resources when receivable.
Donated Services and Facilities
These are only included in incoming resources (with an equivalent amount in resources expended) where the benefit to the charity is reasonably quantifiable, measurable and material. The value placed on these resources is the estimated value to the charity of the service or facility received.
Volunteer Help
The value of any voluntary help received is not included in the accounts.
Investment Income
This is included in the accounts when receivable.
Investment Gains and Losses
This included any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year.
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NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2025
1. ACCOUNTING POLICIES (continued)
Expenditure and Liabilities
Liability Recognition
Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources.
Governance Costs
Include costs of the preparation and examination of statutory accounts, the costs of the trustees meetings and cost of any legal advice to trustees on governance or constitutional matters.
Grants with Performance Conditions
Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SOFA once the recipient of the grant has provided the specified service or output.
Grants Payable without Performance Conditions
These are only recognised in the accounts when a commitment has been made and there are no conditions to be met relating to a grant which remain in control of the charity.
Investments
Investments quoted on a recognised stock exchange are valued at market value at the year end. Other investment assets are included at trustees' best estimate of market value.
Unrestricted funds
These funds can be used for the general objectives of the charity as set out in the trustees report. The movements of the unrestricted funds are given in the Statement of Financial Activities.
Restricted funds
These funds are where the donor has specified a purpose for the donation made. These restrictions often arise as a result of appeals for special offerings for specific purposes.
Designated funds
These funds are funds set aside by the trustees out of unrestricted general funds for particular purposes or projects.
Fixed Assets
Fixed Assets are capitalised if they can be used for more than one year and cost at least £1,500. They are valued at cost or, if gifted, at the value to the charity on receipt.
Depreciation Expense
Depreciation is calculated at a rate to write off the cost of tangible fixed assets over their estimated useful lives. The rates applied are as follows:
Fixtures, Fittings and Equipment
25% - Reducing Balance Basis
2. TANGIBLE FIXED ASSETS
The CIO held no fixed assets during this or the previous financial year.
The annual commitments under non-cancelling operating leases and capital commitments are as follows: 31st March 2025 : None
31st March 2024 : None
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NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2025
3. INCOMING RESOURCES
| a) Donations, Grants & Legacies Gift Aid Tax Gifts & Donations b) Activities for Generating Funds Fundraising Event c) Investment Income Interest d) Other Incoming Resources Sundry Income |
Unrestricted Restricted TOTAL TOTAL Funds Funds 2024/25 2023/24 £ £ £ £ - - - 865 11,546 - 11,546 3,000 11,546 - 11,546 3,865 73,696 - 73,696 71,942 73,696 - 73,696 71,942 - - - - - - - - 135 - 135 72 135 - 135 72 |
|---|---|
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NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2025
4. RESOURCES EXPENDED
| Note a) Cost of Charitable Activities Activities & Events Bank Charges Consultancy Fees Office Costs Shout Text Services Sundry Expenses Therapist Costs b) Governance Costs Independent Examiners Fees 9 Legal & Professional Fees |
Unrestricted Restricted TOTAL TOTAL Funds Funds 2024/25 2023/24 £ £ £ £ 18,990 - 18,990 15,362 16 - 16 16 28,384 - 28,384 31,661 5,025 - 5,025 3,678 6,840 - 6,840 7,980 - - - 1,123 - - - 360 59,255 - 59,255 60,180 960 - 960 900 - - - 1,197 960 - 960 2,097 |
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NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2025
5. RESTRICTED FUNDS
The CIO held no restricted funds during this or the previous financial year.
6. INVESTMENTS
The CIO held no fixed assets investments during this or the previous financial year.
7. CASH AT BANK AND IN HAND
| Cash at Bank & in Hand 8. DEBTORS AND PREPAYMENTS Sundry Debtors |
Unrestricted Restricted TOTAL TOTAL Fund Fund 31-Mar-25 31-Mar-24 £ £ £ £ 43,162 - 43,162 17,740 43,162 - 43,162 17,740 Unrestricted Restricted TOTAL TOTAL Fund Fund 31-Mar-25 31-Mar-24 £ £ £ £ - - - - - - - - |
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9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
| Independent Examiners Fees Sundry Creditors |
Unrestricted Restricted TOTAL TOTAL Fund Fund 31-Mar-25 31-Mar-24 £ £ £ £ 960 - 960 900 900 - 900 700 1,860 - 1,860 1,600 |
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10. CREDITORS: AMOUNTS FALLING DUE IN MORE THAN ONE YEAR
The CIO held no long term liabilities during this or the previous financial year.
11. NET ASSETS BETWEEN FUNDS
| Fixed Asset Investments Net Current Assets Long Term Liabilities |
Unrestricted Restricted TOTAL TOTAL Funds Funds 31-Mar-25 31-Mar-24 £ £ £ £ - - - - 41,302 - 41,302 16,140 - - - - 41,302 - 41,302 16,140 |
|---|---|
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NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2025
12. STAFF COSTS AND NUMBERS
The CIO employed no members of staff during this or the previous financial year.
13. TRUSTEES AND OTHER RELATED PARTIES
No payments were made to trustees or any persons connected with them during this financial period. No material transaction took place between the organisation and a trustee or any person connected with them.
14. RISK ASSESSMENT
The Trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves stated, combined with the annual review of the controls over key financial systems carried out on an annual basis will provide sufficient resources in the event of adverse conditions. The Trustees have also examined other operational and business risks which they face and confirm that they have established systems to mitigate the significant risks.
15. RESERVES POLICY
The Trustees have considered the level of reserves they wish to retain, appropriate to the CIO's needs. This is based on the CIO's size and the level of financial commitments held. The Trustees aim to ensure the CIO will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure. The Trustees will endeavour not to set aside funds unnecessarily.
16. PUBLIC BENEFIT
The CIO acknowledges its requirement to demonstrate clearly that it must have charitable purposes or ‘aims’ that are for the public benefit. Details of how the CIO has achieved this are provided in the Trustees report. The Trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding what activities the CIO should undertake.
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INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS
Report to the trustees/ members of You Okay, Doc? on the accounts for the year ended 31st March 2025 set out on pages 6 to 13.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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state whether particular matters have come to my attention
Basis of independent examiner’s statement
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
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which gives me reasonable cause to believe that in any material respect, the requirements:
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to keep accounting records in accordance with section 130 of the Charities Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
have not been met; or
- to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
K. Collaku MAAT Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ
Date: 16th July 2025
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