# **Trustees’ Annual Report for the period**
**From 31/5/20 To 1/6/21 Period end date**
**Charity name: The Phoenix Medical Project**
**Charity registration number: 1191100**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17
purposes of the charity For the public benefit to advance the
as set out in its education of displaced doctors in the
governing document UK in such ways as the charity
trustees think fit, including by:
1. Awarding to such persons grants,
enabling them to take language
exams that contribute to their ability
to practice in the UK, and travel
expenses to allow them to attend
teaching sessions.
2. Providing teaching sessions for the
advancement of the participants
proficiency in English language
Summary of the main Para 1.17 and Subsidising fees for exams necessary
1.19
activities in relation to for displaced doctors to qualify for
those purposes for the work in the UK.
public benefit, in Delivering online teaching sessions to
particular, the activities, prepare beneficiaries for said exams.
projects or services Providing grants to cover fees of
identified in the preparatory materials for said exams.
accounts.
Statement confirming Para 1.18 We the trustees have read and
whether the trustees understood the guidance stated.
have had regard to the
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference
Policy on grant making
Para 1.38
We award retrospective grants upon the provision of evidence of an exam successfully passed, worth 50% of the exam’s full cost in pounds sterling. Only available to participants we have worked with prior to the exam sitting.
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
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SORP reference
We have subsidised the exam fees of
4 beneficiaries (2 for the second part
of the P rofessional and Linguistic
Summary of the main Assessments Board test
Para 1.20
achievements of the (PLAB2) PLAB2 exam, 2 for the
charity, identifying the Occupational English Test (OET)).
difference the charity’s Those that have passed the PLAB2
work has made to the have passed all necessary
circumstances of its examinations to practice in the UK
beneficiaries and any and will benefit the patient
wider benefits to society populations of their future NHS trusts.
as a whole. We have grown to reach beneficiaries
in Nottingham, Leeds, Bristol and
Birmingham.
Our medical student volunteers have
been provided with strong evidence of
contribution relevant to their future
careers as doctors.
We have also provided several
smaller grants for exam materials to
help beneficiaries prepare effectively
for said exams themselves.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
We raised £3000 in total for the year
which matched our budgeted target
Performance of for the financial year ending 1/6/21.
fundraising activities Para 1.41
against objectives set
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N/A
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially Para 1.24 in deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25
document
(trust deed, royal
charter)
How is the charity Para 1.25
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
methods including
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
Charity name Other name the charity uses Registered charity number
Charity's principal
address
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Jonathan Bowley
2 Molly Kavanagh
3 Rohan Bassi
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair, etc)**
**Date**
**The Phoenix Medical Project 1191100**
## **Receipts and payments accounts For the period** 6/1/2020 **To from**
6/1/2020 5/31/2021 **To**
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Iguano 2,000 - - 2,000
Jonathan Bowley 5 - - 5
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total (Gross income for AR) 2,005 - - 2,005
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 2,005 - - 2,005
A3 Payments
Travelling expenses (refugee attendees) - - -
- - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total - - - -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - -
Total payments - - - -
Net of receipts/(payments) 2,005 - - 2,005
A5 Transfers between funds - - - -
A6 Cash funds last year end 957 - - 957
Cash funds this year end 2,962 - - 2,962
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**|bank account|**_Total cash funds_**|**to nearest £**
**2,962**
**-**
**-**
**2,962**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||OK|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
||Jonathan Bowley||Jonathan Bowley|||
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CC16a
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## **Last year**
**to the nearest £ 1,000 - - - - - - - 1,000**
**1,000**
**43 - - - - - - - - 43**
**43 957 - - 957**
## **Endowment funds to nearest £**
**-**
## OK
## **Endowment funds to nearest £**
**-**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval 1/16/2021