## **Trustees’ Annual Report for the period** **From Period start date To Period end date** ## **Charity name:** ## **Charity registration number:** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|For the public beneft to advance the
education of displaced doctors in the
UK in such ways as the charity
trustees think ft, 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
profciency in English language| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Subsidising fees for exams necessary for
displaced doctors to qualify for work in the
UK.
Delivering online teaching sessions to
prepare beneficiaries for said exams.
Providing grants to cover fees of
preparatory materials for said exams| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|We the trustees have read and understood
the guidance stated.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|We have subsidised the exam fees of 1
beneficiaries (for the OET).
We have continued 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.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|We have remained sustainable in our
finances.| |Investment performance
against objectives|Para 1.41|| Other ## **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 in Para 1.24 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 (including
any fundraising)|
Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|| |Trustee selection 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|Para 1.25|| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **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** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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 **Trustee name Dates acted if not for whole year** ## **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** **(Applied for)** **The Phoenix Project** ## **Recei ts and a ments accounts p p y** **CC16a** **For the period** 6/2/2022 6/1/2023 **To from** ## **Section A Receipts and payments** **Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £** ## **A1 Receipts** |**A1 Receipts**||**£**||||**to te nearest**|||||**to te nearest**|||||**to te nearest**||||**to te nearest**||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |JustGiving||**1,700**||||**-**|||||**-**|||||**1,700**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |||**-**||||**-**|||||**-**|||||**-**||||**-**||| |**_Sub total_**_(Gross income for_
_AR)_||**1,700**
||||**-**|||||**-**|||||**1,700**||||**-**||| |||||||||||||||||||||||| |**A2 Asset and investment**||||||||||||||||||||||| |**sales, (see table).**||||||||||||||||||||||| |||**-**|||||**-**|||||**-**||||**-**||||||| |||**-**|||||**-**|||||**-**||||**-**|||||**-**|| |**_Sub total_**||**-**|||||**-**|||||**-**||||**-**|||||**-**|| |||||||||||||||||||||||| |**_Total receipts_ **||**1,700**|||||**-**|||||**-**||||**1,700**|||||**-**|| ## **A3 Payments** |Exam Fees and Online Resources|**167**||**-**||**-**||**167**||**1,713**| |---|---|---|---|---|---|---|---|---|---| ||||**-**||**-**||**-**||| ||||**-**||**-**||**-**||**-**| 06/20/2024 CCXX R1 accounts (SS) 1 ||||**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**167**|**-**| |---|---|---|---|---|---|---| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||| |||||||**-**| |**_Sub total_ **|**167**|||||| |**A4 Asset and investment**||||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**purchases, (see table)**||||||||||||||||||||||| ||||||||**-**|||||**-**||||**-**||||||| |||**-**|||||**-**|||||**-**||||**-**||||||| |**_Sub total_**||**-**|||||**-**|||||**-**||||**-**|||||**-**|| |||||||||||||||||||||||| |**_Total payments_ **||**167**|||||**-**|||||**-**||||**167**|||||**-**|| |||||||||||||||||||||||| |**_Net of receipts/(payments)_ **||**1,533**||||**-**|||||**-**|||||**1,533**||||**-**||| |**A5 Transfers between funds**||**-**||||**-**|||||**-**|||||**-**||||**-**||| |**A6 Cash funds last year end**||**-**||||**-**|||||**-**|||||**-**||||**-**||| |**_Cash funds this year end_ **||**1,533**||||**-**|||||**-**|||||**1,533**||||**-**||| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**funds**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
2,781.16
**Unrestricted**
**funds**|**to nearest £**
**Restricted**
**funds**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| ||||**-**
**-**
**-**
**-**|**-**| |||**-**
**-**
**2,781**||**-**| |||||**-**| |||||**-**| |||Agreement Error|OK|OK| **B1 Cash funds** 06/20/2024 CCXX R2 accounts (SS) 2 |**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**|**Details**
**Details**
**Details**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| 06/20/2024 CCXX R3 accounts (SS) 3 ## **B5 Liabilities** Signed by one or two trustees on behalf of all the trustees |||||**-**||**-**| |---|---|---|---|---|---|---| |||**Fund to which**||**Amount due**||**When due**| |**Details**||**liability relates**||**(optional)**||**(optional)**| |||||**-**||| |||||**-**||| |||||**-**||| |||||**-**||| |||||**-**||| |Print Name
Jonathan Bowley|Date of
approval| |---|---| |Jonathan Bowley|6/20/2024| ||| 06/20/2024 CCXX R4 accounts (SS) 4