ANNUAL
REPORT
2022-2023
www.phoe.nixe
tion.co.uk

LEGAL
The Phoenix Education Trust is a charitable company limited by
guarantee. It was incorporated on 23 October 2000 and is governed
by its Memorandum and Articles of Association.
11
The Trustees, who are also the Directors for the purposes of Company
Law, present their report and the audited Financial Statements of the
Charity for the year ended 31 March 2023.
Reference and Administrative Information
Registered Company Number: 4094988
Registered Charity Number: 1084686
Registered Address: The Phoenix Education Trust, The Warehouse, 54-
57 Allison Street, Birmingham, B5 5TH
Bankers: CAF Bank Limited Kings Hill, West Malling, Kent, ME19 4TA.
Accountants: Prentis & Co. LLP. 115c Milton Road, Cambridge, CB4 1XE
PHG)ENIX
EDUCATION

It s been onother exciting year for Phoenix Education Trust,. things have continued to grow
and evolve, and there is a stmng sense too that this has been ayear of rooting down and
building relationships within and beyond our awesome team.
We have continued to move towards the big questions aroundyoung people s rights and
autonomy, seeking out new responses to the challenging and important issues of our times.
This has included recognising the deep connection between the way we operate as an
organisution and our wider mission, developing strategies and systems that embed our
values and encourage integrity and authenticity. A key part of this has been the move
towards meaningful ways in which we can embedyoung people in the leadership of Phoenix
as well as continuing to support a diverse range ofyoung people through our programmes.
The work of the Changemaker's Lab in empoweringyoung people directly has never been
more important as mainstream education moves further towards a place of coercion and
control, and we are further maximising the impact of our interventions through seeking out
opportunities to collaborate with those at the radical edge of the state eclucation system.
Outside of the mainstream, Freedom to Learn is proving itself o vital support network for a
growing network of rights-respecting learning communities- harnessing the power of the
collective ond creating a genuine alternative for the increasing numbers ofyoung people
who have been left behind by the direction of travel of UKschools.
Everyone has felt the impact of recruiting a highly skilled administrator who brought with her
a wealth of experience In uplifting young people's voices, and is enabling the staff to focus on
deepening and extending the reach of their work
All of this work has been underpinned by our CEO'S energy and commitment - both to
furthering Phoenixs mission and ensuring the wellbeing and resilience of his team.
And of course none of it would have been possible without the support of our funders, for
which we are very grateful.
The seeds of change continue to be sown and nurtured throughout the trust, recogni5ing the
need to be agile and responsive in these challenging times Our foundations are strong, and
we will continue to flourish in the year to come.
Sophle Lovett and Rachel Roberts
Co Chalrs of Phoenix Education Board of Trustees

CONTENTS
VISION
VALUES
REVIEW
REFLECTIONS
TEAM
FINANCIAL STATEMENT
POLICIES
DONATE

VALUES 4
Agency..
Phoenix Education Trust believes
that every member of a learning
community should have a say and
influence. Empowering individuals
with agency allows them to make a
positive impact on the world and
avoids fitting young people into
predetermined moulds.
111
Equality:
The Phoenix Education Trust
recognises the importance of
equality between adults and
children in the learning journey.
We are committed to ensuring
equal access and opportunities in
their pursuit of democratic
education.
Authenticity:
To prepare students for the real world,
the trust believes in real-world
involvement. Learning should extend
beyond the classroom and take place
in the broader society, supported by
their community and focused on their
own personal passions and interests.
Autonomy..
In a democratic and self-directed
education system, students are
encouraged to follow their interests,
which fosters curiosity,
empowerment, and passion. This
autonomy benefits not only students
but also parents, teachers and
society as a whole.
FPEEDQXTOLEARN
Collaboration:
The organisation emphasises the
significance of collaboration and
teamwork for progress and
happiness. Collaboration in an
inclusive and democratic manner is
integral to the charity's functioning
and operations.
As the staff team expands and new trustees bring their experiences to the board, our values
will naturally also evolve. In this period conversation has begun about shaping our values
toward reflecting both equality and equity with the value of justice,, and bringing focus
towards the core values of 'love' and 'community' that rest within our work.

VISION
The Phoenix Education Trust is a UK-based educational charity and organisation that is
committed to promoting democratic education and the princlples of sélf-directed learning.
The trust was founded in 2000 and has been actively involved in advocating for educational
change and reform. The organisation's primary focus is on empowering young people to
have a greater say in their own education and fostering environments where they can
participate in decision-making processes.
Key aspects of the Phoenix Education Trust's work and mission include:
Democratic Education: The organisation promotes democratic education, emphasislng the
importance of involving students in the educational decision-making process. This
approach allows young people to have a voice in shaping their own learning experiences.
Self-Directed Learning: Phoenix Education Trust encourages self-directed learning, where
students have the autonomy to pursue their interests and take ownership of their
education. The trust's work is aligned with the goal of providing young people
with educational experiences that are more relevant, engaging, and empowering,
ultimately preparing them to be active and informed citizen
Educational Programmes: The Trust offers various educational programmes and initiatives,
including the Changemakers Lab and Freedom to Learn, which aim to empower students
to become active participants In their learning and to promote rights respecting education.
Collaboratlon: Phoenix Education Trust collaborates with various stakeholders, including
young people, staff, trustees, and guardian members, and other organisations and
networks to shape their educational vision and strategies.
TheTrust's work is aligned with the goal of
providing young people with educational
experiences that are more relevant, engaging,
and empowering, ultimately preparing them to
be active and informed citizens.
Whilethe specific programmes and initiatives
may evolve over time, the core mission remains
focused on advocating for a more democratic
and student-centred approach to education.

REVIEW
The Phoenrx Education Trust experienced significant evolution and growth the perlod
through Ist April 2022 to 31st March 2023.
Evolution
As an organisation we cemented 3 Strategic departure away from a project-to-project
approach to instead capacity-building and firmly establishing the consolidation of our
flagship programmes. This has meantvaluing and learning important lessonsfrom all the
work we have done working with and assisting over19,000 young people through student-
led campaigns, projects, and consultations, and applying these lessons learned to ensuring
we are better able to consistently serve the needs of young people-SUStainably and
intentionally. In order to do this, we had to know where we stood as an organisation, what
our values were, and what our role is in the 21st century.
Beginning in April, we held sessions with Guardian Members exploring tough questions
such as'what does Phoenix Education stand for In the 21st centu￿, We collectively
noted that our work has evolved in many complex ways since our founding in 2000. Whilst
we have historically had a focus on 'democratic' education, we felt our current work and
projects, namely the evolution of the Changemakers Lab and Freedom to Learn, were more
radical and more dynamic than simply'democratic,.
Soclocracy
Discussions continued throughout theyear and particularly at the AGM naturally involving
stakèholdèrs throughout the Trust including young people, staff, Trustees, and Guardian
Members. To precis the depth and breadth of conclusions: Through consensus it became
clear that Phoenix had evolved significantly from Its democratic roots and was perhaps
more in Ilne with a sociocratic model both in terms of our work on the ground and internal
system5 and ways of working. Based on our democratic roots, the Trust continues to value
equality and self-determination yet in a manner which takes a whole systems approach
reliant on transparency, genuine inclusiveness, empowering creative destruction, increasing
accountability across the organisation, and centring consent in our model of working.
Rather than simply voting towards change, we decided to begin working towards common
decisions and appreciating the often complex and nuanced elements required to make the
best decisions. The extensive debates and discussions that emanated during this period
culmirnated in a rnew Phoenlx Educatlon Theory of Change and Strategic Review for the
next 5 years, signed off by the Board of Trustees, which has put in place a deeply thoughtfLrl
and concrete action plan commencing the period through Ist April 2023,

Headquarters
During this period, we found a good balance between working from home and in person. We
moved our Headquarters from 8ethnal Green in London to Digbeth in Birmingham's
creative quarter. We thought long and hard about not wanting to be complicit in the North-
South divide, and wefelt thetime was right for Phoenix to be intentional in our creation of
enduring social and economic value, particularlyaswe began to work more in-person. We
chose Digbeth due to its creative nature which will allow us to workwith like-minded and
cutting-edge organisations in our vicinity.
More regular staff get togethers have resulted In specific strategic approaches cemented
by the Heads of both the Changemakers Lab and Freedom to Learn which crystallised
further Pheonix's priorities and objectives for the next 5 years. Phoenix has also
continued to support staff and stakeholders networking more and stepping into their role as
ambassadors for the work of the Trust.
Board of Trustees
At a Trustee level, we conducted a Skills Audit in order to maximise the strength of our Board
as we crystallised our purpose and strategy moving forward, and in order to ensure Phoerlix
remains effective, responsible, in line with regulatory and legal requirements, and at the
cutting-edge in our sector. We also wanted to ernsure that Trustees also fundamentally enjoy
the work theydo with Phoenix, knowthey are valued, and feel they are adding that value to
the mar)agemer)t and direction of the Trust. We made good progress in the formulation of
our new Advisory Board, which when launched will encompass solely young people aged
between 9 to 18 with the explicit mandate of centring young people's voice in our
organisational governance Infrastructure. We did not stop there, however. In January 2023,
we were delighted to welcome Ava James to the Board of Trustees. Ava, Co-Founder of Not a
Trend, has been involved with our Changemakers Lab historically. Ava's appointment to the
Board of Trustees illustrates her incredible journey and growth into a valued partner of the
Trust and we are delighted with her unique perspectives and contribution to the
Board already. At PhoenSx, having an Advisory Board comprised of young people is not
enough. Instead, we are continuing to be intentional in how we sincerely and sustalnably
implement and centre youth voice across and within our organisation and its work thAS
contlnues to be our guiding prlnelple.
Ava J2mes
Boar.4 Trustee
"It Is so important to have youth represent¢ytion In all levels of
society and I will bring a unlqu•ly liv•d voic• to the team I have
been oble to understand how th• Trugt works und I fe•1 Ilk• I have
g•nvlnely grown into a portn•r over th• past few years so l am
dellght•d to Joln the Boarll of Tru*t•es."

Onllne Presence
We built and launched a new website during this period, and we are delighted with the
slick and simple design. Our presence on X, formallyTwitter, has continued to grow and we
are supporting a network of over a thousand followers on Facebook.
Uvlng Wage
At a staff level, we recognised the prolonged cost of Ilvlng crisis had generally not been
met with adequate pay rises in the sector, with pay in real terms generally falling behind
despite the cost-of-living crisis intensifying and inflation rates rises. The severe inflationary
crisis combined with a global slowdown in economic growth in part driven by the
continued war in Ukraine and the global energy crises caused a striking fall in real monthly
wages. As a result, the Board signed off on a significant pay increase for staff, rewarding
their continued hard work, commitment, and innovation, and ensuring Phoenix is now
working towards becoming a Llvlng Wage Employer.
FFnance
With all this groundwork, our focu5 during this period shifted to financial planning and
capacity- building the financial rèsources necessary to fully enact our mlsslon and
objectives to the fullest extent posslble. We conducted a review mapping out like-
minded funding partners who share our perspective centring the young person at the core
of changemaking. We also begun to think about ways Phoenix is able to ethically monetise
certain products and services and we are happy to be making good progress on this front,
despite a challenging funding environment in the sector, in the period through Ist April
2023.
As part of our push towards transparency, trustees and stakeholders begun receiving
regular in-depth Information Packs updating everyone with the extensive work during that
month and also keeping Trustees regularly appraised of our evolving financial position
against the backdrop of our financial plannir)g.
Fundlng
We continue to receive essential funding from a number of charitable organisations.
EDGE
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Fairbairn
FOUNDATION
FOUNDATION
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FOUNDATION

Changemakers Lab
The Changemakers Lab programme invites student activists aged 13 to18 from different
backgrounds in the UK to work together to research, understand and articulate meaningful
campaign5 for change in the education system, onhancing their skills and activism;
empowering inspirational platforms, campaigns, and initiatives.
The Changemakers Lab is certainly uniquè in its field, and we continue to finetune and build
the Lab and its abilityto focus on feedback, learning, evaluation, and iteration. This.
combined with its clear intent, makes us confident it will maintain its position as the
preeminent programme empowering student activists in the UK.
CHANGEMAKERS
LAB
Working with young people
to tronsform the edvcation system
Regular support in the form of one to ones, setting goals and priorities, building a shiny new
centralised Changemakers website, creating reports and commission research were
incorporated into a broader strategy. Moving forward the lab seeks to create a pipeline of
changemakers from the primary school stage through explicitly defined strands such as the
Changemakers Lab Fellowship, CML Collective Alumni Network and interventlDns and
mainstream schools through cross-cutting strands concerning socio-eeonomie Justice,
equityi and prioritising mèntal wellbeing.
As ever, the campaigns stream thernselves, whether they focus on anti-racism and racial
justice refugee rights, LGBTQIA+ rights. or climate justice, are always bottom up and initiated
by the young people, with Phoenix supporting the growth and maturity of the campaigns
i nto solid a nd sustainable in itiatives,
During this period, Phoenix supported one of the
flagship campaigns emanating from the Lab, Not a
Trend, in securing their own funding.
This is part of the broader evolution of the
Changemakers Lab's strategy which shifted to
ensuring the campaigns we support arè sustainable
in their own right and not reliant on Phoenix
funding or support for stability
NOT A TREND
ANri-RACiSM IS
Throughout this period, The Changemakers Lab
watched the landscape of student protest closely,
in order to position itself as a support network for
students wanting to enact meaningful and
positive change within the education system.

Freedom to Learn
The Freedom to Learn network aims to facilitate connections between anyone who would like
to see a more rlghts-respectlng approach to education in the UK by supporting people and
organisations who are working towards a fairer and freer education system, both within and
outside c)f mainstream schooling. Freedom to Learn also explicitly defined a new strategy
after consultation with the Board of Trustees and in light of the current landscape of our
Network and appraisal of past activity. In line with The Phoenix Education Trust's aim to be
seen as a leading forward-thirnking education charity in the UK, we begun to explicitly
position Freedom to Learn as the go to resource for self-directed and consent-based
education in the UK.
F2L supports a growing Facebook Community of 2200 followers
and the F2L UK Network group has 1400 members.
During this period, Freedom to Learn begun broadening its focus within the area of
demo¢ratic and self-directed education to begin to more actively include mainstream
educators, young people in mainstream education, early years provision, higher education,
and home educators. Most of this will of course involve an initial time investment through the
work kicked off signposting new groups to widen the Network and supporting existing
networks through projects such as the Learning Communities Allianc•.
Due to the significant impact Freedom to Learn has had on the learning communities
movement, we begun investing more energy into this area by implementing regular and
popular monthly community meetings to develop a self regulation framework collectively
and from the ground up. With our community, we begun developing a training programme
for learnlng communltles and a framework for supporting learnlng communities to have
some sort of standardisation in key areas such as safeguardingg human resour¢es, and
fundraising that will ensure greater impact and sustainability. We also significantly ramped
up our role acting as an Asset Lockfor new learning communitieswishing to register as
CommunitLlnterest Com
anies.
The Freedom to Learn Dlrectory whlch
maps out individuals, schools and
organisations that practise or support the
principles of Freedom to Learn across the UK
was updated and revamped, and remains
the go-to resource for this provision
nationally that allows young people the
freedom to create, to be, to think, to become,
to be accepted. We are more effective when
we are connected, and Freedom to Learn
continues to play a pivotal role in ensuring
our communities are unified and
connected throughout the UK.
*FumiÈi & Ed￿•￿n

Freedom to Learn Forum
The Freedom to Learn Forum is an annual event for children, parents, educators, and other
pioneers to gather, get inspired, and envision what a fairer, freer more sociocratic education
and society may look like in practice. It is the most hlgh-profile and vislble evént organised
by Freedom to Leam.
The 2022 forum was uniquely held in partnership with the Summerhill Festival of Childhood
which united over 900 participants from more than 20 countries around equalityp
individualityi free playi imagination. creativity, self-discoveryi wellbeing* democracy and
community to celebrate100 years of Summerhill School.
We were grateful to Henry Redhead, a Phoenix Guardian Member, and the entireteam at
Summerhill School for hosting us and others and providing us with a warm space to share best
practise and showcase what makes Phoenix so unique.
Freedom to Learn once again offered an open space techntslogy platform, where anyone
could propose and host an event. We created a timetable board, which was displayed at the
front of the tent, so participants could add their events to the schedule. The programme was
full and, in fact, we had to remove some of the events that had been planned in order to make
room, The central stage at the Forum was mostly used byyoung people to create and perform
a play. This formed part of an evening of cabaret entirely programmed by the young people at
the festival.
On the last night of the festival a group of young people from the Freedom to Learn Network
invited all the young people tojoin them for a big sleepover in the Freedom to Learn tent
which proved extremely popular and summed up the Freedom to Learn Forum's approach to
engaging with, and centring, young people throughout all aspects of our work.
REEDO
LEAR
iI)RUM 2U2.

rhe periocl 7st April 2022 to 37st March 2023 built significantly on to the preceding period's
groundwork and cemented our focus as an organisc7tion. At every single level, we reassessed
our purpose and intent. We challenged ourselves und begun a tough process of
reconfiguring the way we work.
With an active and engaged board of trustees, reflecting a diverse society, we are looking
forword to inviting moreyoung people to the board cynd working with children andyoung
people on the creation of the youth advisory board.
Building on the successes of this period, Freedom to Learn aims to broaden its focus within
the areo of sociocratic and self-directed education to begin more actively include mainstream
educators, young people in mainstream education, earlyyears provision, higher education,
and home educators.
Through the continued and valued support of our partners Meadowbrook TrList and Joon
Ainslie Charitable Trust, we were again able to provide significant finonciol support for our
Network and attendees to the F2L forum who otherwise would not be able to make it,.
increasing financial accessibility continues to be a key focus for Freedom to Learn specificolly
and the Trust more broadly.
Within the broader Phoenix strategy signed off during this period, the Changemoker's
Lab's explicit mandate is to have spun out multiple strong regional and national
campaigns for change in the education system within the next 5years, widening cynd
amplifying the reach, network, ond exposure ofthese campaigns, c7nd ultimately
beginning to influence policy.
Following the fontastic work curried out during this period, Phoenix's vision is to build
on the foundations of resilience established ond furtherstrengthen the Trust's finoncial
robustness for a future supporting even more young people to access the rights
respecting education they deserve.
As we near our 25-yeor anniversary, this period will stand out as the year we begun to shape
the work of Phoenix over the next 25year&

TEAM
We were delighted to hire Siana Bangura as the permanent Head of The Changemakers Lab, and their
ingenious contributions have been invaluable to the progress made. We were also able to secure
Artemis Bear permanently heading up the Freedom to Learn network, and we are honored lo have one of
the most preeminent and sharp leaders in innovative education nationally leadlng our strategy and work
on the ground to promote human-centred, rights- respecting, consent-based practise in education in the
UK. In terms of new hires, we brought on the invaluable Helen Smith McGuire as Senior Coordinator
whose extensive experience and administrative prowess completely transformed the flow of information
and interconnectivity of the Trusi, allowing us to operate more nimbly.
We were also delighted to commence a strategic partnership with the University of Exeter which has
allowed us the ability to bring on regular paid Interns beginning their careers, and Ihe feedback from
them has been wonderful.
Staff Team
Justin Maroy. Chief Executive Officer
Siana Bangura, Head of Ihe Changemakers Lab,
Artemis Bear, Head of Freedom to Learn
Helen Smith McGuire, Senior cO￿rdInator, since October 2022
Board of Trustees
Rachel Roberts (Co-chair), Sophie Lovett (Co-chair), Jessica Gribble (Company Secretary),
Thea Pilkian-strachan, Abi Knipe, Catherine Starkey and Ava James, (observing since Jan 2023, to be
formally appointed at AGM).
Guardian Members
Guardian members from 2022-23: Alice Astor, Amanda Bellamy, Kai'a Bellamy, Josh Fein-Brown, Jessica
Gribble, Laura Quick, Henry Redhead, Anil Sarna, Rowan Salim, Lena Kraus, Rachel Roberts
Volunteers
Trustees would like to say a big thank you to all our volunteers during 2022-23, particularly Phoenix's
Guardian Members and the team of volunteers who helped facilitate the Freedom to Learn Forum

TH8 PHOEblIX EDUCATION TRUST
PAGE 22
TRUSTEES. RESPONS]BILITIES STATENiwf FOR THE YEAR ENDED 31ST MARCH 2023
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COMPANY SECRETARY

THE PHOBNIX EDUCATION TRUST
PAGE 23
4DEPENDEbrr EXAMINER'S REPORT TO THB TRUSTEES OF THB PHOENIX EDUCAT]ON TRUST
FOR THE EblDED 31ST MARCH 2023
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IAN SHtPEPY FCCA
FOR EIND ON BEHALF OF
PREIffiS & CO LLP
CIIARTERED ACCOtNTANTS
]NDEPENDFNT EXAMtNRRS
115c Milton Ro
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THE PHOBNIX EDUCATION TRUST
PAOE 24
STATBMENT OF FNANCIAL ACTtWTtES
FOR THE YEAR ENDED 31ST MARCH 2023
untvtrlrl￿1 Rth¢tsJ
Fundi
Funds
Total
2022
Nots
ltttomt
Dotsaiions. legaLXts & Simil￿ It￿￿Me
Donationy
G￿t& RLYiv&ble
Jnwcst reeuvable
Othez iDcom¢
36
26.(K)O
461
26,￿0
216
4,757
31.434
216
4,757
5,074
Totsi
26,360
Kipenditure
ChatitAble expendiDJre
Tot*1 Exptndlture
{txpthdltureyITr£Dll￿ Det
movanent ITL for theyeAr
47,575
47,575
47,575
47,575
5.IY14
(21,215) (1&141)
Totsl fimds btt>ug&t forw&
Totsl funds carrled fDrp4rd
12,589
17,663
46,049
24,834
58,638
42,497
UnN¥trtctLYl R￿t￿cted
Fundi
Funds
Tothl
2021
PRIOR YEAR
Donotions. leBa(ies JL Simil￿1t￿0me
Don￿lon$
GtwtB Rrivjble
Inttrtsl Jxeivable
515
753
20,000
1.268
20.000
Totsl Jntome
S18
20.7S3
21.271
Expthditurt
Charitable expendituR
Tothl Rxpendlthre
{txptndlthreylncomt net
]w)Vtll￿t funds lortht ytAr
b¢tWe￿ fimos
175
49,990
49,990
50,16S
50,165
175
343
241
{29,￿7) Q8,894)
(241}
Total funds btDught fonwad
12.005
75,527
87,532
Tot•1 funds cathed fornalll
12.589
24.594
46.049
121.576
58,638
58,638
Total fundJ cinled forwinl
The Chatity ha& YtL¥>pJised g8in5 8nd los$* oth•T thsn the ￿KultS forthe puiDd 46 Eet oul above.
All of the Ch￿ity'S aciivilies ¥R ¢]￿s￿l 85 L¥)ntinuillg.

rH8 PHOENIX EDUCATJON TRUST
PAGE 25
BALANCE SHEE[
AS AT 31ST MARCH 2023
Rwtated
2022
2023
Nolt
CURRKNT ASSETS
Cgsh at bank and in
Debtots
49.561
74.488
E87
Totsl Cyry¢nt A￿ts
49,561
74,675
LJABILITIES
knounts fallÉng duewidun one yt4r
16,037
NET CURRENT ASSETS
42,497
58,638
THE FUNDS OF THE CHARITY
unTt6trlCt￿ income
licstsicted fvnds
17,663
24,834
42,497
J2.589
46.(WJ
58.6J8
TOTAL CHARITY FUNDS
Th¢ thwilthle Comi￿Y Ik etttitld io ¢x¢mplion from wjdir utth S&Lion 477 vf th¢ Cornpani6s Act 2(N)6 forthe yetr
318t 2023.
The TtuÉttr* h&ve not tryulT￿l the thtrrit¥ble CoM￿Y 10 obtasn Bn audit of its finanuai sI&¢Me￿I¥ ftrr thc ye4r ￿d￿l
3151 Matt* 2023 in with s￿10n 476 ofthe Co￿￿1{¥ Ad 20(kS.
ThttTnLSte&% thowlalgc Ih¢ir respoNibilities for.
{&) ajsuring that the d￿litÉbIfj (x)mP￿Y keeps xeoutttin8 ￿rdS whith wmply wTth Stttions 386 gnd 387 of IhB
comp￿1￿ Act 2￿16 attd
(bl pryBrinB fin￿¢la1 whith give a tnje bnd fwr vicw of th¢ slai¢ of affaits of the charilHble compaDy ￿ 81
the e]ul of eEth fin8DCi8] and ofit8 profil or 108s for&ch fiJJbn¢i81 yw in ￿￿d0￿Ce with therquiremthti
of Stdions 394 and 395 and whidi othuwise coinply ￿th thc Tqu1￿[DCals of the co[n￿leS Acl 2006 td¥tiuB to
finBn¢iai 8t*¢Jnents, so 8pplic*ble 10 the ¢]witsbl¢ wmp4Jy.
The fJn8ncial $wern￿ts have p]tpgRd in SC¢Dtdw with the prnviÈiortA Df PÈrt 15 of the Companies Act 2￿6
Sting to Small wmpmi&8.
The finmciai Sta￿￿)ts ttPPTovuI by th¢ on ...............................................aTrd were s>gn&J by.
J Gribble (fTUStf4 Coinpany Scjmaryl

THB PHOENIX EDUCATION TRUST
PAGB 26
NOTEI TO THE FINANCIAL STAIEMENrs
FOR THE YBAK ENDED 31ST MARCH 2023
ACCOUNf]NC POLICIES
*} SAsli of preparAtiott of TrlhAhei*l Sl#temeFJts
The finaDc￿4] $lAtemrnls bav¢ prepa￿] in accotth)cewith tbe ALu>untitt8 Reporting by Ch￿Iti<8..
St8tement of RecoillMu￿ed Prs¢tiLf'. 8pplii¥bl¢ 10 charitiC8 prep9rring their ￿)UThts in ￿ord￿te with thc FinBncial
Reporting Standtrd in the utili￿ Kingdom Bnd Republic of Ir¢l2nd (FRS 102) {S￿nd alilionl issued Ouobu 2019
(effeLtiv¢ l J8nEWy 20191 {Ch&itits SORP FRS 1021, the FinanGi2J R¢porting st￿￿[d BpplicHblt in the UK and
Rcpublic of Irdpnd (FRS 1021 the Compgmies Act 2(M>6.
The thwity haq tsktn tIv￿lage of eatain exernptiOllY llVrtilabl¢ to stDg11 ¢harfi% including tb¢ oxemption to produce
a stOt¢mtst of Cthfiows.
b) DDn*tion4 grants irtd Similar inwTll¢
IX)nations and similar illeome are inc[ud￿ in the yew ill whith Ihty AreT#fiVAbl< vjbid) Is when th4 Chgrfty bx¥)mc8
entitled to th¢ inwme thu¢ is r&sonabl¢ ￿$￿￿et of tettipl.
Ot9llts have beto indudtsl t& incorne frorn KtiVIti￿ ill of the Chatitys (bjccls where the%¢ &Kount lo
a ￿nt￿t forstrriee8, but t6 donation8 WtK¥t the mollty is giv￿ itl Trspo]￿ to an appd or with gr£Bttt fr¢￿10M
of USE.
c) RttDKnlllon find Allo(•don of expendltsre
All P￿￿dilUre is 8ccounleil foi OTh an kn5is and is mgni$¢yJ Whe￿ Iheje 1$ a legal or cons{Th￿LIve obli8atio
IO PAY for eXp￿ltI￿% AJI costs have beth) cl&ssifiql und¢T headings that aggTegate a]1 wsrs Te]ated to ihe ¢4*egory.
WKre costs cannot be directly atirilhited to partiL*larheadings, Ihry hBve all beth alloGBted to aclivitics on
basis consist¢n¢ with the use of the rtsourtts or bas￿ on estimats of the lime sptht ots thos¢ adivities.
d) Fund AeLyJunllng
Funds held by Iht Ch￿IlY arc cilher.
- Ullteslri¢td funds- thue 8t¢ fiu]d8 whicb can b¢ used with the chwiiable obje£ts at tbe di￿tiOn of tl*
- Dtsigll&tL¥i fi￿d5- tht8e 8te as￿de by th¢ Trusieu 0￿( of unxstticied 8¢nd ￿tt(L4 or S￿￿fiC fu¢utc
PllTPOS¢S orprnje&ts. lli¢ u5¢ of fimds for thardesi￿￿ed purp08ewill renJAin ￿ the discrtion of the Tttxst¢ts.
Resthcted fvnd$- thtstt ate thnds thèt ￿ only bB used for PArtiCUl￿ restricted purp05fS within the obj¢cts of the
Chatity. ktstriLtions DTise when spccified by th¢ donar or fvn08 Tais¢d forp¥rti￿llf Ksiricied purpose.
Furthw trApI￿allOn efthe n&uJT 8nd pU￿0ge of eèth fijttd is induded in theNoteÈ to the Fill￿￿181 Stat￿n￿.
2 GRANTS RECKIVABLE
Tot*1
Funds UnMtrf¢ted Restrltt>l
21123
Funds
P￿￿￿6
Totsi
Fundi
21122
Unr#trict￿ Rf4ttlrtfd
Fthnd$
Funds
The Methwbmk T￿￿t
Edge Fotsndaiion
Paul 15amlyn Foundation
JACT Donation
6,IK)O
10.000
10.(XM)
20.wo
20.(h)O
10.000
26.000
10,ODO
26.IKJO
20,000
20.1)00
The Tnlsi wishes 10 expresÈ it8 8pprerialii)ti its the ibovekndit& for their fi[w￿l￿[ support.

THE PHOENLK EDUCATION IRUST
PAGE 27
NOTES TO THE FINANCJPL STATEMEwrs
FOR THB Y]£AR ENDED 31ST MARCH 2023
STAFF COSTS
Ng r¢mwthtion w85 Paid to w of th¢ Trnsttts in th¢ ytw. Bxpcnse* lotolling £Nil (2022.. £Nill wtte
reimbursed 10 them itt yeat.
No membu ofstsff mived rnurjudiott £60.0(K).
The stsff costs w¢[
Total
2023
Total
2022
Wdges sal*ldg
P￿S10Th8
28,066
23,207
558
28.509
23,765
The aveTa8¢ we&ly nwnbrxof staff employed by the Charity during the y￿r Wf6 2 (2022.. 2).
The kvj mknage]ntht petsonttd of the Chwity wrnprkst of th¢ TTh5ttts who ar¢ not rununerth.
CHARtTABLE EXPEF4DITURE
UDrutrtctttl Rulrt¢ted
Funds
Funds
Tothi ilnttstrtcted Rtstrltted
2023
Fund8
Totsl
2022
Publiuty events
TNv¢l bU￿aneS &
Wagts and sal*ieg
Compiila5 a￿d soflwste
Support (x>st8 I￿ not¢ 61
I.SS0
1.550
284
1,259
23,765
690
23.992
49,990
.259
23,765
690
24.167
50,165
28,509
595
15,794
47,575
28,509
595
15.794
47,575
175
175
SUPPORT COSTS
Unrejlrlthl Re8trl¢tal
Fund$
Funds
Total
2023
Unre41Acted Rtstrlcttyj
Furtd
Total
2022
CorJfa*J(* thstB
Accountancy and yymll
Subs and rtgisltstion fets
925
1,674
992
823
72
1,532
9.704
925
1.674
992
,577
180
653
98
264
20.92
300
1.577
180
653
98
264
20.920
300
175
Bank chw &MI intarst
Wfbsile costs
Consultants
TrwninB
Sunthy eXp￿Se￿
72
1.532
9.704
72
15,79
72
175
15,794
175
23,992
24.167

171E PHOBNtX EDUCATION TRUST
PAGE 28
NOTES TO THE FINANCIAL STATEMENrs
FOR THE YEAR ENDED 3JST MARCH 2023
DEBTOILS
Totsl
2023
2022
Pryaymthts
187
LJABILITIES
Rest*t
Total
2022
Toi41
2023
Pa>ryoll
AcC￿81S Alld defttr&l
5,216
1,848
7.064
3,9J7
iiioo
16,037
TJNRESTIUCTBD FUNDS
Total
2023
Tol81
2022
Bal￿tr of un￿$￿￿L￿at Cknilable Funds
17.663
11589
RESTiucfED FUF4EA8
- Curr¢nt yelr
Balance at
31 MArcJk
2023
l Aprti
2022
Income Exptndlmrn Tr#ngfet¥
Paul H￿￿lyn FouDdation Fund
ThB MeJdowbTh)Dk Th]st
Edge FoundatioTh
Oiherg (FTeedom to Le￿ & R Williams}
Jo8u Aitssli
35.504
135.5041
12.500)
12.500}
6,000
iO,(K)O
360
io,000
26.360
I 1.940
7,500
813
4.581
24,834
453
1,652
46,049
17.071)
147.575)
prtoryt*r
B•l&ntr at
l April
31 Mrt￿h
2022
com¢ XxpèDdliurÈ
TrMD$fers
Paul Hamlyjj Fouod*ion Fund
17￿ Meadowbnwk Tn￿l
Prevo Trnsl
Oih&3 tFtttsio]n lo LEarD & R WslliBDJ81
Joan Ainslie
64,568
8.440
20,000
149,064)
35.504
&440
(24ll
753
(300)
1626}
(49,990}
453
1.652
46.049
2.278
75.527
20.753
P411
hthln fulld nzmp4
PU￿￿e And ￿ttl¢tIOnS
To prDvidc txavoj bwsari&% to Saods School, Potk Sthool. Slud#)I Voi¢
and other It￿1vidUal5 to develop undeTStBnding ofdrmo(YdliC erfu￿¢10
TD sthpport th¢ proj#t Change Mbkthg Lab.. Ikvejoping Agency*
Ignitin8 Activisn), Buildin8 Comiiiuniti¢s.
For trtWDrk research broad¢r orggniwional devdopmcnt.
To tnhw]ce the inclusivity thd diversity of with the Frnlom
to Learn Netwo
Pwl HaTnlw) Found&tioTh Fund
Prevo Ttu6t
Joan Ain81i¢
The g￿t8 MAY only Lx used for the puypose and mty not be to any otherpllTpose without PTior
writlth Approval ftDrn Ih¢Btanl providus.
IHB PHOBNIX EDUCATION TRUST
PACE 29
NOT￿ TO THE F]NANCIAL STATBMBNTS
FOR THE YEAR ENDED 318T MARCH 2023
IIL RKSTATEMENT OF 2012 COMPARATIVKS
Th¢2022 ¢ompaTPtiv&y hw¢ bE¢n [r*tal￿ to ptEsent dckntd incom¢ on A gtoss b￿18 rthrx than t￿t of cUtt￿t as8dÉ.

POLICIES
The development and implementation of policies and procedures to mitigate and, or,
address risks and uncertainties is something that is ongoing with this trust.
During this period this has included a comprehensive review of Phoenix Education's
safeguardlng procedures including digital imagery.
Other policies that are now in place, to be reviewed annually, include:
Whlstleblowlng Pollcy
Modern Slavery Pollcy
Photograph Permlssion Procedure
Social Media Policy
Complaints Policy and Procedurè
Child Protection Policy
Codes of Conduct for Trustees and Guardian Members
To be approved by the Board of Trustees
Equality and Div•rslty Policy
Freedom of Speech Pollcy
Reserves Pollcy
The trustees believe that the charity should hold financial reserves in order to enable
it to maintain its services in the event of temporary funding shortfalls, to invest in
innovations and improvements. and to meet its contractual commitments.
Unrestricted funds and liabilities are reviewed quarterly at trustee meetings and via
regular in-depth Information Packs keeping Trustees regularly appraised of our
evolving financial position against the backdrop of our financial planning.
PHGJENIX
EDUCATION

DONATE
Every gift is important, Phoenix Education continues to thank our supporters.
Whether a one-off donation or a regular gift, we dearly appreciate the support from you.
Please contact us at info@phoenixeducation.co.uk to set up a gift with Phoenix
Education, or if you are an organisation wishing to support our work.
Your gift helpsyoung people around the countryto genuinely and impactfully activate
student voice, allowing us to collaborate with young people, teachers, senior leadership,
and whole communities,
With your support young people can spend more of their time in school reflecting on and
recreating their educational experience, their school structures and having a more
engaging learning experience; genuinely using their voice to create change in their
school and wider community; working with senior staff, teachers and peers in an
equitable and mutually-respectful manner.
The Trust champions principles of democracy, agency, and collaboration and as little as
£10 a month can help usto be responsive to the needs of the young people we serve and
support, and we in turn depend upon the generosity and support of those who share our
passion for innovation and change in the education system which places theyoung
person at the very centre.
PHG)ENIX
EDUCATION
www.phoenixeducation.co.uk
info@phoenixeducatlon.co.uk

w￿.phOenIxedUCation.cO.uk
info@ph￿nIXeduCatlon.cO.uk