Team Phoenix Foundation MIND BODY SOUL Chlrity Number: 1167532 Trustees, Annual Report and Financial Ststements forthe period l January 2023 to 31 Dec¢mber 2023 I. REFERENCE & ADMINISTRATION DETAll Charity naTn¢: TEAM PHOENIX FOUNDATION Charity numb¢r: 1167532 Charity's address: 12 Otteridge Road, Be%rs¢ed. Maidston4 Ken¢ ME14 4IR 2. NAME OF THE CHARITY TRUSTEES WHO MANAGE THE CHARITY Trustee nAme Office (ifany) AppoRntéd Retlred Sharon Griffin Elizabeth Sim Beverley Gibbs Sophia Looney Vanessa Curtis Chairperson Tn￿tee Trustee and Tre&surer Trustee TTh￿te¢ 01105/2020 NIA 2210112022 30104r2024 0111212021 NIA 3010412024 NIA 3010412024 NIA 3. STRucfuRE, GOVERNANCE & MANAGEMENT Type of governing document: Constitution How the charity is constituted: Charitable Incorp)rated Organisation Trustee selection methods.. Twstees ate based on personal recommendations and relevant experience as w¢ll as applicants applying from specs placed on social media platforn￿. How the trustees are inducted and trained.. Presendy no fornial inductionltraining is dcemed necessary due to the size and scope of the charity's activities. Additional governance issues: None. 4. OKIECTWES & AcrivrriES The aim of the Team Phoenix Foundation is to protect and enhance the physical and mcntal health of women affected by breast cancer in the UK by providing financial ￿lstanCe, suppor¢ education and practical advice. The diagnosis and treatment of. and recovery fronL breast cancer is ¢xtremely hard pbysically, mentally and emotionally. Our objects.ve is to help these women start to rebuild these elements of their lives through sporl by helping them train for and participate in triathlon. In doing so we provide participants with: Incre&sed contact with fellow survivots, and through training and socia]ising together. allowing them to share, lyjnd and heal their minds witbout explicitly seeking help and advice. Improved physical fithess and brin8tng back bodily Strength following cancer treatment. S¢lf-actualisation that will provide a meaningful renewal in each and evw participant'$ soul. 5. ACHIEVEMENTS & PERFORMANCE Eight ladies were recruit￿ for the 2023 programme. As in past years. the ladies wer¢ of differing fitness levels and abiliti¢s, but all were detennined to make the most of the training and the opportunity to meet others who had a shared experience of breast cancer. We a8ain partnered with Medway Tri who provided a training programme for the bike and run. The swim training w&8 held at the Sir Joseph Williamson's Mathematical School FWI, organised by H20 and then at Leyboume Lake. We would like to tske the opwrtunity to thank all the coaches and volunteers that supported th¢ team throughout the tr8inin& many of whom came to Hever Castle and cheered the team on during the triathlozL The ladies all compleled the tri with ladies from previous years joining with family and fn'ends to ch¢cr th¢ TP2023 ladies on. As always, our thanks go to The C&8tle TriathIon Series at Hever C&s¢lc for the supwrt and publicity they continue to give The Team Phoenix Foundation. As well as the swim, bik¢, run trdining. we continued to bring in additional wellness and exercise programmes for both the 2023 Firebirds and previous years. FIreb￿dS. We organised Pilates, yog stretch ¢l￿eS that were well attended by the whole TP family. As were the gong bath and Christmas wreath making sessio￿. This ycar's cclebr8tion event again a lower key event than nornjal with the 2023 team choosing to celebrnte with the coaches and trustees. The feedback from the TP2021 ladies that there should be no b8rri¢TS to a lady being able to take Part in thc programme, especially a fllwicial onc. has been instrLllnental in the way that th¢ programme h&g developed since 2022. As promised la￿ year: we have expanded the wellness and exercise offerings with the optM)rtunity for the whole TP family to join whcrevcr possible. Our current fll)aneiaJ position ensures that we have the funds to continue to pn)vide 5UPW)rt to all. Team Phoenix Foundation continues to develop the programme and the support it gives to all Firebirds. This will continue in firtutr years tbanks to the continued financial health of the ch￿lty. 6. FINANCIAL REVIEW This year we raised £12.658 in athlete sponsorship and our thanks go out to th¢ 2023 Fir¢birds for their fundraising efforts. In additio￿ £2.352 w&$ raised from the sale of old equipment and Tcam Phoenix branded clothin8 and kit. A fiffth¢T £132 was raised by donations from participants in the Clwity's wellness programme. A total income of £15,142 was achieved in 2023. This enabled the Charity to end the yegr with a healthy bank balance of £39,191. This ensures that T¢am Phoenix Foundation will have sufficient fimds to continue the progtatnme for at least the next three yeats and to grow wellbeing, ¢xercis¢ pmgrammes and social evenls that will promote the TP ethos of mind, body and soul for the whole TP community. The TP 2021's concerns that personal costs could prevent some women from participating have been addressed and aIl training, wellbeing and exercise programm¢s' costs are now fiEe io Current year participants. P&st firebirds have been ablc to participate in some of the wellbeing and exercise programmes either tree of charge or for a donation to cover costs. The accounts for 2023 have been restated due to an error that was found while completing the 2024 accounts. Two items of expenditure were included in both the 2022 and the 2023 accounts. We have rcviewed the financial procedures and have put in plac¢ checks to prevent a recurrence of this type of error, together with olher ptocedurcs to maintain S(￿ financial management. The restatement of the accounts and resubmission has meant that the date shown for the submission of the 2023 accounts is now October 2025 and therefore classed as late. A copy of the charity's accounts can be found on the Charities Commission website: htt s'.l/www. overnmentlo anisation￿Chari -commission, and is attached in Appendix 7. DECLARATION The trustees declare that they have approved this Tnths, Annual Rep)rt. Signed on behalf of the TPF Tn￿tee$ Signatures: Full name(s): Sharon Griifjn Beverley Gibbs Position(s): Chairperson 2811012025 2811012025 (HARITY (OMMISSIO FOR ENGLAND AND WALE Tfrarn phoen￿ Ffwndation Receipts and payments accounts For tho p•riod CC16a 01ffj1r21T23 31112r2023 Section A Receipts and payments Unrestrictad fvnd• Restrictsd Endomnent funds funds to tIKI n￿r•st £ to th• n•w••t£ to th• nMr••E £ Total funds Last y*•F A1 Recolpts to tr• n•or••t £ to th• n94r•8t £ ricket Sakry5 Donations Donations IOth•rl Wellne8s Programm• IT￿￿K* Gr8ntS Cerporale Donatlons Equipment Sa Athlete SponseT5hip Merchandise 132 1.711 319 1.931 13.081 664 11668 12,668 AR) 14142 16.142 17.591 88t an {••• tsbl•). nvo•tm•nl •* Total recelpts 14142 A3Pa mants Fundraising Costs G8n8r81 Office Co$t$ Gov0rn6nce Costs Event Co8ts- Hever Ca8t* 2023 MerchanttL$8 C¢8ts External Con$uttants Insur4nc8 Advertising & Proffiollon Welcome Ond ce￿bra￿On Wellness piograrnme 447 447 336 320 7.436 1,251 1.479 J02 302 1.910 13,308 1,434 1,910 13,358 1,684 838 12,373 Sub total A4 A88et and Investmgnt ur¢ha8•8 ••• table Sub tot•1 13.368 13,368 12.373 Net of reCeIp￿[payMents) A5 Transfers b8twe•n funds A6 Cash fund8 18St year end Cash funds thls y&v end CCXX R1 a¢counts ISSI 5,223 71 39.191 39,191 37,40 2117012025 Section B Statement of assets and liabilities at the end of the period Categorie$ D8ts118 Unrestri¢tod funds Restrfctèd funds Endowmènt funds B1 Cash funds Fur*18 at Bank to n•&re¥t£ to nearast £ 39.101 Totsl cash lunds 39.191 7*1)) Unro•trl¢tod nds R88tr1ct•d funds Endowm•nt lund• 08tails 82 Othor monetary a880ts to nMr••te to neavv•t £ Detslls Fthd to T*tA¢h CuFr•nt ￿lU onal 83 Invo8tm•nt a88•t• Details Fund to *thlch Co•t IcwoMII Curront v*1 onal B4 Assets retslned for th• charlty'8 own uso Detall8 Fund to *thleh Amourtl du• Wh•n d onal 85 Llabllltles Signad by one or bvo trustee6 on beh&if of all th8 truste Sb3nalure prtnt Name Date of roval Sharon Griffin CCXX R3 accounts ISSI 21110r2025