Trustees’ Annual Report for the period
From 2/6/23 Period start date To 1/6/24 Period end date
Charity name: The Phoenix Medical Project
Charity registration number: 1191100
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 educaton 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 practce in the UK, and travel expenses to allow them to atend teaching sessions. 2. Providing teaching sessions for the advancement of the partcipants 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 benefciaries 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 2 benefciaries for the OET and 1 for the PLAB2. We have contnued to reach benefciaries in Notngham, Leeds, Bristol, with plans for new branches in Oxford and Warwick. Our medical student volunteers have been provided with strong evidence of contributon 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 fnances with a surplus this year. |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Sufficient funds to continue to act previous. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 |
Justgiving donations from sponsorships. |
|---|---|---|
| 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 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | The charity collaborates with medical students to form supporting student societies where possible. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Phoenix Medical Project |
|---|---|
| Other name the charity uses | The Phoenix Project |
| Registered charity number | 1191100 |
| 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) |
|---|---|---|---|---|
| Jonathan Bowley | N/A | |||
| MollyKavanagh | N/A | |||
| Tabitha Ashley- Norman |
N/A | |||
| Rohan Bassi | N/A | |||
| Nick Fahy | N/A | |||
– 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 None 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) Jonathan Bowley Position (eg Secretary, Trustee Chair, etc)
Date 7.5.25
| The Phoenix Medical Project | No (if any) | ||
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| 6/2/2023 For the period from |
To | 6/1/2024 |
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations 1,086 Carried Over - - - - - - - 1,086 - - Sub total - Total receipts 1,086 A3 Payments Exam Sponsorship 855 - - - - - - - - Sub total 855 - - Sub total - Total payments 855 Net of receipts/(payments) 231 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 231 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
| - - - - - - - - - |
- - - - - - - - - |
1,086 - - - - - - - 1,086 |
||
| 3,013 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 3,013 | ||||
| - - - |
- - - |
- - - |
||
| - | ||||
| - | ||||
| - | - | 1,086 | 3,013 | |
| - - - - - - - - - - |
- - - - - - - - - - |
855 - - - - - - - - 855 |
167 | |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 167 | ||||
| - - - |
- - - |
- - - |
||
| - | ||||
| - | - | 855 | 167 | |
| - - - - |
- - - - |
231 - - 231 |
2,846 | |
| - | ||||
| - | ||||
| 2,846 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Donations Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 3,234 - - - - - 3,234 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Jonathan Bowley Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| Jonathan Bowley | 7.5.25 | ||