## **PRIVATE AND CONFIDENTIAL**
Linda Jones Phoenix Bereavement Support Services Limited The Fred Bulmer Centre Wall Street Hereford Herefordshire HR4 9HP
15 December 2022
**Our Ref:** PHO001
Dear Linda
## **2022 Financial Statements**
Following our recent correspondence I now have pleasure in enclosing 2022 financial statements for Phoenix Bereavement Support Services Limited for your approval and signature.
The accounts have been prepared from the information that you have provided, but the final responsibility for ensuring that they are a reliable reflection of your affairs rests with you. Can you therefore please check the accounts and related notes carefully to ensure that you are happy with their contents before digitally signing via AdobeSign?
Once you have signed the accounts, we will submit online to Companies House and HMRC on your behalf. Please be aware that the filing deadline for these accounts is **31 December 2022.**
Please contact me should you have any queries on the enclosed accounts.
Yours sincerely
## **Joanna Russell MAAT enc**
**Kinder Pocock Digital Accountants** Suite 7 Penn House Broad Street Hereford HR4 9SP 01432 273400 | info@kinderpocock.co.uk | @kinderpocock Registered in England and Wales. Company number: 06856222
Company registration number: 07883124 Charity registration number: 1147645
## **PHOENIX BEREAVEMENT SUPPORT SERVICES**
(A company limited by guarantee)
Annual Report and Financial Statements
for the Year Ended 31 March 2022
Kinder Pocock Chartered Certified Accountants Suite 7 Penn House Broad Street Hereford HR4 9AP
Page 1
## **Phoenix Bereavement Support Services**
## **Contents**
|Reference and Administrative Details|3|
|---|---|
|Trustees' Report|4 to 8|
|Statement of Trustees' Responsibilities|9|
|Independent Examiner's Report|10|
|Statement of Financial Activities|11|
|Balance Sheet|12|
|Notes to the Financial Statements|13 to 19|
Page 2
## **Phoenix Bereavement Support Services**
## **Reference and Administrative Details**
Company Number 7883124 Charity Number 1147645 Trustee & Chair Linda Jones Trustee & Secretary Leona Patterson Trustees Jessica Bellis Lorraine Smith Ronnette Thomas Registered Office The Fred Bulmer Centre Wall street, Hereford Herefordshire HR4 9HP Independent Examiner Kinder Pocock Chartered Certified Accountants Suite 7 Penn House Broad Street Hereford HR4 9AP
Page 3
## **Phoenix Bereavement Support Services**
## **TRUSTEES REPORT**
The Trustees, who are also directors for the purposes of company law, have pleasure in presenting their report and the unaudited financial statements of the charity for the year from 1 April 2021 to 31 March 2022.
**The primary objects of the Charity** , as set out in its governing document are:
1. to relieve the mental and physical sickness of persons resident in Herefordshire suffering from bereavement or loss by the provision of counselling and support for such persons.
2. to act as a resource for young people up to the age of 25 living in Herefordshire by providing advice and assistance and organising programmes of physical, educational and other activities as a means of:
a) advancing them in life and helping young people by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals.
b) the provision of recreational and leisure time activities provided in the interests of social welfare designed to improve their condition of life.
3. to advance the education of the public in the subject of grief and bereavement studies.
We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future activities. The trustees regularly review the charity's activities to ensure that all activities are in line with the charitable objects of the organisation.
## **Vision:**
All Herefordshire children and their families who experience the death of someone close to them can access support that increases their resilience, reduces their isolation and brings them hope for the future.
## **Mission:**
We support Herefordshire children and young people between the ages of 5 and 21 (25 for vulnerable adults), who experience the death of someone close to them. We enable families, carers, volunteers and professionals to provide support for bereaved children. We advocate in the best interests of bereaved children, young people and their families.
## **Outcomes:**
Bereaved children and young people receive the support they need to develop resilience and incorporate their loss into their life story through a variety of therapeutic individual, family and group interventions.
Bereaved children and young people build confidence in their capacity to cope via social therapeutic sessions facilitated by our bereavement team. These sessions widen their social network to provide families and individuals with opportunities to share their experience and receive support from others.
Awareness of grief, bereavement and the needs of bereaved children, young people and families is raised via our presence on social media, leaflets, display boards and attendance at events and in the provision of training.
Page 4
## **Phoenix Bereavement Support Services**
## **TRUSTEES REPORT**
## **Introduction**
We are a specialist Herefordshire service for children, young people (aged 5-21) and their families when someone close dies. We are unique in the county in offering our support in any circumstances or by any cause including sudden deaths by suicide, murder, road traffic or other accident or as a result of long-term illness or life-limiting conditions (anticipated death). Now in our 10th year, 492 families, 681 children and young people have been referred to us since we were founded.
This financial year began as we emerged from the lockdowns and disturbance to society resulting from the Covid19 pandemic. Awareness of the needs of both bereaved adults and children has been raised during this crisis and there is public discussion of the trauma experienced by loved ones and the effects of being separated at the time of death. The longer-term impact of limited rituals of funeral or burial rites, the denial of the comfort of friends and family and the lack of human touch will become apparent over time, but we have anecdotal evidence that this has a profound immediate effect.
## **Referrals**
Demand for support has risen sharply, from an annual average of 43 referrals (2012-2019), to an average 56 referrals for 82 children during pandemic years 2019-20 and 2020-21 and rose again this year.
During 2021-22 we received 65 referrals for 105 children and young people seeking our support, mainly within the first year following a death, many within the first few weeks.
Our families and young people experienced additional vulnerabilities throughout the pandemic, including isolation, loneliness and anxiety, that impacted their capacity to cope. The greatest number of referrals related to young people aged between 11-21.
The majority of referrals were as a result of unexpected deaths including suicide, accident and sudden illness. A high number of referrals related to the death of a father figure, second only to those relating to the death of a grandparent.
We have noticed a return to an equal split between parent/carer and education establishment referral. During the pandemic years this was weighted towards parental/self-referral at a ratio of 2:1 when we were pleased to note that families and individuals were able to seek out support and find their way to refer to us directly via our webpage and social media presence.
## **Family Support**
People come to us at a very low point in their lives, when perhaps other support is waning. Our families tell us that society generally expects the grief experience to be time-limited. They then stop talking about their loss and withdraw from social contact which can create or add to feelings of difference and isolation.
Our family sessions focus on supporting family members to share their story, what they know and how they feel, enabling them to communicate effectively and support each other. In a series of three sessions we introduce and share coping strategies. These sessions were offered to 34 families this year.
Follow-on activities between sessions are given in kit form for children under 11. Guided by the caseworker, in using these tools parent/carers develop confidence in their own capacity to support their children as these can be important starting points for conversation and connection.
Page 5
## **Phoenix Bereavement Support Services**
## **TRUSTEES REPORT**
## **Socials**
Halted during the pandemic, our social events for families and younger children were offered again. These were welcomed by families and younger children as opportunities to meet other families and experience fun and laughter, games in the park, an Easter Egg hunt for example. Parent/carer group support has been provided alongside, enabling carers to extend their support network outside their immediate family. We were also able to hold our Lantern Walk at Christmas - when families received a lantern to light in remembrance - a chance to come together and reconnect, and a reminder that they are not alone at difficult times.
## **Youth Group & Youth Ambassadors**
Our Youth Group was developed in 2018 by a small group of young people, who had also been bereaved and wanted to use their experience of grief support to help others. They have since become our Youth Ambassadors helping us to keep this group a welcoming safe space, where young people feel comfortable in giving and receiving peer support.
An adventure weekend and residential camp this year provided activities to develop team-working and problemsolving skills and a fun break away to cement friendships.
## **Small Group Sessions**
During the pandemic we developed a toolkit for young people to promote wellbeing in bereavement. This comprises information to increase understanding of grief, reactions and behaviours and tools for the development of age-appropriate coping strategies. This was introduced and evaluated in a pilot session with members of our Youth Group in June 2021 and has since been delivered to a further three groups, once each school term, to a total of 26 young people aged 12-16. Feedback has been positive regarding the contents and the opportunities to meet with others and receive peer support and these groups now form part of our core service.
## **One to One Support**
We provide 1:1 support for young adults and others when appropriate; for example, following a suicide or murder, when there is no parental involvement (Looked After Children) or when communication or learning disability makes group activity more difficult for the child. This support is also offered to those aged over 16 when there may be complex needs and additional anxieties – 24 young people this year. We receive referrals from CAMHS when bereavement is identified as a key factor in mental health difficulties.
## **Service Delivery**
Families and individuals may receive support across these options as we are flexible in our approach and provision is in response to needs rather than a prescribed format. Through our network of local connections we refer families to additional or alternative provision if Phoenix is not best placed to support them, eg Cruse Bereavement Care, CAMHS, GP or other services. Support is open-ended until families or individuals feel more confident in their capacity to cope.
Page 6
## **Phoenix Bereavement Support Services**
## **TRUSTEES REPORT**
## **Staff and Service management**
Our support service is provided by one part-time staff member, sessional professionals and a team of volunteers, Youth Ambassadors and supporters. Tasks including fundraising, social media and service management are carried out on a voluntary basis by this team and Trustees. Everyone involved with Phoenix Bereavement has experienced close family bereavement and uses their understanding and compassion to provide care to others. Our team’s professional skills guide development of the service with strategic leadership, policy and budget management, programme management and delivery, volunteer management, research, legislation and safeguarding.
## **Governance**
Our salaried staff member is the designated Safeguarding Lead and our Safeguarding Children & Vulnerable Adults Policy is regularly reviewed and updated as necessary, in line with current national and local guidance. We have a named Trustee with responsibility for Safeguarding who is also the designated ICO officer. Staff, Trustees, sessional workers and volunteers hold Enhanced DBS and these are renewed every three years. The staff is line managed by the Chair of Trustees.
Access to national research and developments in bereavement care through our membership of the Childhood Bereavement Network guides our work with families, children and young people and review of our service provision is ongoing. As members of HVOSS (Herefordshire voluntary organisations support service) we maintain links with local statutory and voluntary service providers.
## **Funding**
Please see the accounts for detailed evidence of income and expenditure during this period.
## **Trusts and Grants**
Our core service activities have been funded this year by BBC Children in Need for our families and younger children and by The Postcode Lottery (January-December 2021) for our youth support. To meet the needs of specific groups of service users we are grateful for support from local Herefordshire grant-making bodies including the Herefordshire Community Foundation and the E F Bulmer Trust. The Foyle Foundation, local business support and community fundraising covered our core costs.
## **Community support and engagement**
We are grateful this year to 501 Reasons, the Herefordshire Community Recycling & Reuse Group and individuals who together provided equipment for our adventure camp and for local business funding of our residential weekend. The votes of Hereford Times readers also enabled us to receive funds from The Gannett Foundation towards our small group work.
We are especially grateful to the many families who have donated funds in memory of loved ones for thinking of us and the ongoing support for others whilst grieving themselves.
Page 7
## **Phoenix Bereavement Support Services**
## **TRUSTEES REPORT**
## **Fundraising**
Cllr Paul Stevens chose us as his Mayoral Charity for his year in office as Mayor of Hereford. Community activities and opportunities for fundraising and individual sponsorship have been difficult, even when not specifically restricted during this year. We appreciate and acknowledge the ongoing support of the Herefordshire businesses, community groups and individuals who have helped us in any way and pass on the thanks of those we support.
The annual report was approved by the trustees of the charity on 15 December 2022 and Signed on its behalf by:
……………………………………………………… **Linda Jones Trustees**
Page 8
## **Phoenix Bereavement Support Services**
## **Statement of Trustees' Responsibilities**
The trustees (who are also the directors of Phoenic Bereavement Support Services for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.
Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the trustees are required to:
- select suitable accounting policies and apply them consistently;
- observe the methods and principles in the Charities SORP;
- make judgements and estimates that are reasonable and prudent;
- state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business.
The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company's transactions and disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Approved by the trustees of the charity on 15 December 2022 and signed on its behalf by:
......................................... Linda Jones Trustee
Page 9
## **Phoenix Bereavement Support Services**
## **Independent examiners report to The Trustees of Phoenix bereavement support services**
Registered Charity Number :- 07883124
I report on the accounts of the charity for the year ended 31 March 2022 which are set out on pages 11 to 19.
## **Respective responsibilities of trustees and examiner**
The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
- examine the accounts under section 145 of the 2011 Act;
- to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
- to state whether particular matters have come to my attention.
## **Basis of independent examiner’s report**
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
- (1) which gives me reasonable cause to believe that in any material respect the requirements:
- to keep accounting records in accordance with section 386 of the Companies Act 2006; and to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of
- Recommended Practice: Accounting and Reporting by Charities have not been met; or
- (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
……………………………………………….
Sharon Pocock FCCA Chartered Certified Accountants
Suite 7 Penn House Broad Street Hereford HR4 9AP 15 December 2022
Page 10
## **Phoenix Bereavement Support Services**
## **Statement of Financial Activities for the Year Ended 31 March 2022 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)**
|**Note**
**Income and Endowments from:**
Donations and Legacies
3
Incoming resources from
charitable activities
4
Investments income
5
Total Income
**Expenditure on :**
Raising funds
6
Charitable Activities
7
Total Expenditure
Net expenditure
Net movement in funds
**Reconciliation of funds**
Total Funds brought forward
Total funds carried forward
14|**Unrestricted**
**Funds**
**Restricted**
**Funds**
**£**
**£**
36,637
16,116
5,292
0
2
0
41,931
16,116
(96)
0
(52,053)
(8,368)
(52,149)
(8,368)
(52,149)
(8,368)
(10,218)
7,748
45,114
-
34,897
7,748|**2022**
**2022**
**Total Funds**
**Total Funds**
**£**
**£**
52,753
47,179
5,292
17,645
2
2
58,047
64,827
(96)
(199)
(60,421)
(42,380)
(60,517)
(42,579)
(60,517)
(42,579)
(2,470)
22,248
45,114
22,866
42,645
45,114|
|---|---|---|
All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2022 is shown in note 14.
Page 11
## **Phoenix Bereavement Support Services**
## **(Registration number: 07883124) Balance Sheet as at 31 March 2022**
|**Note**
**Fixed assets**
Tangible assets
12
**Current assets**
Cash at bank and in hand
**Creditors : amounts falling due within one year**
13
**Net current assets**
**Net assets**
**Funds of the charity:**
Unrestricted funds
Restricted funds
14|**2022**
**£**
818
41,958
41,958
132
41,826
42,644
34,897
7,748
42,644|**2021**
**£**
1,400
45,389
45,389
1,675
43,714
45,114
45,114
-
45,114|
|---|---|---|
For the financial year ending 31 March 2022 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
Directors' responsibilities:
- The members have not required the charity to obtain an audit of its accounts for the year in question in accordance with section 476; and
- The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.
The financial statements on pages 11 to 19 were approved by the trustees, and authorised for issue on 16 December 2022 and signed on their behalf by:
......................................... Linda Jones
Trustee
Page 12
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **1 Charity Status**
The charity is a charity limited by guarantee and consequently does not have share capital. Each of the trustees is liable to contribute an amount not exceeding £Nil towards the assets of the charity in the event of liquidation.
## **2 Accounting polices**
## **Summary of significant accounting policies and key accounting estimates**
The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.
## **Statement of compliance**
The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)
## **Basis of preparation**
Phoenix Bereavement Support Services meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.
## **Going concern**
The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity.
## **Exemption from preparing a cash flow statement**
The charity opted to early adopt Bulletin 1 published on 2 February 2016 and have therefore not included a cash flow statement in these financial statements.
## **Income and endowments**
All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably.
## **Donations and legacies**
Donations are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation is subject to conditions that require a level of performance by the charity before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity and it is probable that these conditions will be fulfilled in the reporting period.
## **Grants receivable**
Grants are recognised when the charity has an entitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and are yet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.
Page 13
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **Deferred income**
Deferred income represents amounts received for future periods and is released to incoming resources in the period for which, it has been received. Such income is only deferred when:
- The donor specifies that the grant or donation must only be used in future accounting periods; or The donor has imposed conditions which must be met before the charity has unconditional
- - entitlement.
## **Gifts in kind**
Gifts in kind are recognised in different ways dependent on how they are used by the charity: (i) Those donated for resale produce income when they are sold. They are valued at the amount actually realised.
(ii) Those donated for onward transmission to beneficiaries are included in the Statement of Financial Activities (iii) Those donated for use by the charity itself are included when receivable. They are valued at the amount the charity would have had to pay to acquire them.
## **Expenditure**
All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.
## **Raising funds**
These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.
## **Charitable activities**
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of anindirect nature necessary to support them.
## **Support costs**
Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, for example, allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage.
## **Governance costs**
These include the costs attributable to the charity’s compliance with constitutional and statutory requirements, including audit, strategic management and trustees’smeetings and reimbursed expenses.
Page 14
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **Taxation**
The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.
## **Tangible fixed assets**
Individual fixed assets costing £100.00 or more are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.
## **Depreciation and amortisation**
Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:
## **Cash and cash equivalents**
Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of
## **Borrowings**
Interest-bearing borrowings are initially recorded at fair value, net of transaction costs. Interest-bearing borrowings are subsequently carried at amortised cost, with the difference between the proceeds, net of transaction costs, and the amount due on redemption being recognised as a charge to the Statement of FinancialActivities over the period of the relevant borrowing. Interest expense is recognised on the basis of the effective interest method and is included in interest payable and similar charges.
Borrowings are classified as current liabilities unless the charity has an unconditional right to defer settlement of the liability for at least twelve months after the reporting date.
## **Fund structure**
Unrestricted income funds are general funds that are available for use at the trustees's discretion in furtherance of the objectives of the charity.
Page 15
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **3 Income from donations and legacies**
|**Unrestricted**
**Funds**
**General**
**£**
Donations and Legacies;
Donations from individuals
18,343
Grants, including capital grants;
Grants from other charities
18,294
Regular giving and capital donations
-
Gifts in kind
-
36,637
**4 Income from other trading activities**
Events income;
Other events income
**5 Investment Income**
Interest receivable and similar income;
Interest receivable on bank deposits|**Restricted**
**Funds**
**£**
-
16,116
-
-
16,116
**Unrestricted**
**Funds**
**General**
**£**
5,292
5,292
**Unrestricted**
**Funds**
**General**
**£**
2
2|**Total**
**Total**
**2022**
**2021**
**£**
**£**
18,343
2,020
34,410
44,289
-
-
-
871
52,753
47,179
**Total**
**Total**
**2022**
**2021**
**£**
**£**
5,292
17,645
5,292
17,645
**Total**
**Total**
**2022**
**2021**
**£**
**£**
2
2
2
2|
|---|---|---|
Page 16
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **6 Expenditure on raising funds**
## **a) costs of generating donations and legacies**
|**Note**
Donations
**7 Expenditurs on charitable activities**
**Note**
Depreciation,
amortisation and other similar costs
Allocated support costs
Governance costs
8
**8 Analysis of governance and support costs**
Governance costs
Independent examiner fees
Examination of the financial statements
Other governance costs|**Unrestricted Restricted**
**Funds**
**Funds**
**General**
**General**
**£**
**£**
96
-
96
-
**Unrestricted Restricted**
**Funds**
**Funds**
**General**
**General**
**£**
**£**
-
-
49,734
8,368
2,318
-
52,053
8,368
**Unrestricted Restricted**
**Funds**
**Funds**
**General**
**General**
**£**
**£**
1,248
-
1,070
-
2,318
-|**Total**
**2022**
**£**
96
96
**Total**
**2022**
**£**
-
58,103
2,318
60,421
**Total**
**2022**
**£**
1,248
1,070
2,318|**Total**
**2021**
**£**
199
199
**Total**
**2021**
**£**
-
40,661
1,718
42,380
**Total**
**2021**
**£**
1,008
710
1,718|
|---|---|---|---|
Page 17
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **9 Net incoming / Outgoing Resources**
Net outgoing resources for the year include:
|Depreciation of fixed assets
**10 Independent examiner's remuneration**
Examination of the financial statements|**2022**
**£**
582
**2022**
**£**
1,248|**2021**
**£**
363
**2021**
**£**
1,008|
|---|---|---|
## **11 Taxation**
The charity is a registered charity and is therfore exempt from taxation.
## **12 Tangible fixed assets**
|COST
At 01 April 2021
Additons During Year
At 31 March 2022
DEPRECIATION
At 01 April 2021
Charge for the period
At 31 March 2022
NET BOOK VALUE
At 01 April 2021
At 31 March 2022
**13 Creditors: amounts falling due within one year**
Accruals
Other taxation and social security
Other creditors|**Office**
**Equipment**
**£**
1,087
-
1,087
608
163
771
479
317|**Computer**
**Equipment**
**£**
4,268
-
4,268
3,347
419
3,766
921
502
**2022**
**£**
-
132
-
132|**Total**
**£**
5,355
-
5,355
3,955
582
4,537
1,400
818
**2021**
**£**
1,513
162
-
1,675|
|---|---|---|---|
Page 18
## **Phoenix Bereavement Support Services**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **14 Funds**
|**Unrestricted funds**
General
**Restricted funds**
**Unrestricted funds**
General|**Balance at 1**
**April 2021**
**Income**
**resource**
**Resources**
**expended**
**Balance at 31**
**March 2022**
**£**
**£**
**£**
**£**
(45,114)
(41,931)
52,149
(34,897)
0
(16,116)
8,368
(7,748)
**Balance at 1**
**April 2020**
**Income**
**resource**
**Resources**
**expended**
**Balance at 31**
**March 2021**
**£**
**£**
**£**
**£**
(22,866)
(64,827)
42,579
(45,114)|
|---|---|
## **15 Analysis of net assets between funds**
## **16 Analysis of net funds**
|Cash as bank and in hand
Net debt|**At 01 April**
**2021**
**Cash flow**
**As 31 March 2022**
**£**
**£**
**£**
45,389
(3,431)
41,958
45,389
(3,431)
41,958|
|---|---|
Page 19
## URGENT PHO001 Phoenix Bereavement Support Services Limited 2022 Charity Accounts to sign
Final Audit Report
## 2022-12-16
Created: 2022-12-15 By: Sharon Pocock (sharon@kinderpocock.co.uk) Status: Signed Transaction ID: CBJCHBCAABAAVwzJbk0WezUYt2r9Gcq_w1N_C08r_-5V
"URGENT PHO001 Phoenix Bereavement Support Services Lim ited 2022 Charity Accounts to sign" History
Document created by Sharon Pocock (sharon@kinderpocock.co.uk)
2022-12-15 - 12:20:56 GMT- IP address: 78.32.199.219
Document emailed to linda@phoenixbereavement.org for signature
2022-12-15 - 12:23:15 GMT
## Email viewed by linda@phoenixbereavement.org
2022-12-15 - 17:28:03 GMT- IP address: 82.0.241.253
Signer linda@phoenixbereavement.org entered name at signing as Linda Jones
2022-12-16 - 13:08:14 GMT- IP address: 2.101.103.205
## Document e-signed by Linda Jones (linda@phoenixbereavement.org)
Signature Date: 2022-12-16 - 13:08:16 GMT - Time Source: server- IP address: 2.101.103.205
Agreement completed.
2022-12-16 - 13:08:16 GMT