2025-06-01-accounts - The Phoenix Medical Project

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 2/6/24 Period start date To 1/6/25 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 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 several beneficiaries (for the OET and PLAB examinations). We have continued to reach beneficiaries in Nottingham, Leeds, Bristol and have expanded to reach beneficiaries in Warwick. 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 2/6/2024 1/6/2025 To from

Section A Receipts and payments

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts Donations received 22 2,200 - - - - - - 2,222 - - Sub total- Total receipts 2,222 A3 Payments Exam Fees 3,908 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table).		to the nearest £ - - - - - - - - - - - - - - - Restricted funds	to the nearest £ - - - - - - - - - - - - - - - - Endowment funds	Total funds to the nearest £ 22 2,200 - - - - - - 2,222 - - - 2,222 3,908 - -	Last year to the nearest £
					-
					-
					-
					-
					-
					-
					-
					-
					-


					-
					-

					-

Exam Fees	3,908	-	-	3,908	-
		-	-	-	-
			-	-	-

04/29/2026

CCXX R1 accounts (SS)

		-
		-
		-
		-
		-

Revision resources and travel fees	98	-
Sub total	4,006	-

A4 Asset and investment
purchases, (see table)
	-		-		-	-
	-		-		-	-
Sub total	-		-		-	-	-

Total payments	4,006		-		-	4,006	-

Net of receipts/(payments)	- 1,784	-		-		- 1,784	-
A5 Transfers between funds	-	-		-		-	-
A6 Cash funds last year end	-	-		-		-	-
Cash funds this year end	- 1,784	-		-		- 1,784	3,013

Section B Statement of assets and liabilities at the end of the period

Unrestricted Restricted Endowment funds funds funds Categories Details to nearest £ to nearest £ to nearest £ 957 - - - - - - - - Total cash funds - - (agree balances with receipts and payments account(s)) Agreement Error OK OK

B1 Cash funds

04/29/2026

CCXX R2 accounts (SS)

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)
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-

04/29/2026

CCXX R3 accounts (SS)

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)
		-
		-
		-
		-
		-

Signature	Print Name Jonathan Bowley	Date of approval
	Jonathan Bowley	4/29/2026

04/29/2026

CCXX R4 accounts (SS)