## **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
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17
18
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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)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Jonathan Bowley|7.5.25| |||||