Trustees’ Annual Report for the period
From 01/04/2023 Period start date To 31/03/2024 Period end date
Charity name: Phoenix Rehoming
Charity registration number: 1175478
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the benefit of the public to relieve the suffering of dogs and cats in need of care and attention and, in particular, to provide and maintain rescue homes or other facilities for the reception, care and treatment of such animals. |
| 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 | We have incorporated dog training into the rehoming process. To build better relationships between adopters and dogs and to produce better behaved dogs. We have added training workshops and online/video training. We have invested in scent detection training which positively impacts on the confidence and behaviour of dogs and aligns with our force free training ethics. The charity has trained staff and volunteers in positive, reward based, force free dog training and care. We have continued to work with local businesses. We have supported our local communities providing pet food for owners struggling due to the cost of living crisis. |
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes, the Trustees are aware of the guidance, have taken into account the guidance and have not detracted from the guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment N/A 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 incorporated dog training into the rehoming process. To build better relationships between adopters and dogs and to produce better behaved dogs. We have added training workshops and online/video training. We have invested in scent detection training which positively impacts on the confidence and behaviour of dogs and aligns with our force free training ethics. The charity has trained staff and volunteers in positive, reward based, force free dog training and care. We have continued to work with local businesses. We have supported our local communities providing pet food for owners struggling due to the cost of living crisis. The charity received several awards during this financial year. “Animal Rescue of the Year” - Prestige Awards 2024 “Most Dedicated Pet Rehoming Service” - LUXlife Pet Products and Services awards 2024. We were nominated for “Animal Charity Team of the Year” - 2024 Petplan & ADCH Annual Charity Awards. |
|
|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity ends the financial year with £130,525.97 in equity. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity seeks in future, to purchase land within Hampshire, to set up a training and rehabilitation centre. The cost of such land is expected to exceed £150,000. |
| Amount of reserves held | Para 1.22 | The charity ends the financial year with £130,525.97 in equity. |
| 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 | There are no uncertainties predicted. |
Additional information (optional)
You may choose to include further statements where relevant about:
Donations from the public and fees associated with adopting a rescue dog or The charity’s principal cat. sources of funds (including Para 1.47 any fundraising)
| Investment policy and objectives including any social investment policy adopted Para 1.46 N/A A description of the principal risks facing the charity Para 1.46 No risks anticipated. Other |
|
|---|---|
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Registered charity. |
| 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 | We elect and maintain trustees based on their experience and how this will benefit the charity and its objectives. New trustees are voted in by existing trustees. |
Additional information (optional)
You may choose to include further statements where relevant about:
N/A Policies and procedures adopted for the induction and Para 1.51 training of trustees N/A The charity’s organisational structure and any wider Para 1.51 network with which the charity works
| Relationship with any related parties |
Para 1.51 | The charity works with a number of local businesses and organisations. Pet shops who advertise and donate food for rescue dogs. Veterinary clinics who offer discounted care for our dogs. Dog groomers within our community. Pet crematorium services. Trainers and Behaviourists who share our force free views on dog training. Local supermarkets who advertise the charity and utilise donation buckets. |
|---|---|---|
| Other |
Reference and Administrative details
| Charity name | Phoenix Rehoming |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1175478 |
| Charity’s principal address | 36 Oakshott Drive, Havant, Hampshire, PO9 5SN |
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 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Sophie Close | Treasurer | All | ||
| Kerrie Collimore | Vice Chairperson | All | ||
| Carla Kilgallon | Chairperson | All | ||
| Elaine Wilson | All (has since resigned) | |||
| Sarah Hewetson | All | |||
| Lisa McKie | Secretary | All | ||
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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 N/A 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
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Name of chief executive or names of senior staff members (Optional information)
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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) C M Kilgallon Full name(s) Carla Kilgallon
S G Close Sophie Close
Position (eg Chair Treasurer Secretary, Chair, etc) Date 02/11/2024
Profit and Loss
Phoenix Rehoming For the year ended 31 March 2024
| Profit and Loss Phoenix Rehoming For the year ended 31 March 2024 |
|
|---|---|
| 2024 | |
| Turnover | |
| Adoption Donations | 44,825.00 |
| Donations | 64,440.74 |
| Total Turnover | 109,265.74 |
| Gross Profit | 109,265.74 |
| Administrative Costs | |
| Animal transport | 5,368.52 |
| Audit & Accountancy fees | 468.00 |
| Bank Charges | 594.77 |
| Depreciation Expense | 4,351.04 |
| Dog Training | 4,270.00 |
| General Expenses | 7,368.39 |
| Insurance | 1,953.60 |
| IT Software and Consumables | 193.47 |
| Legal Expenses | 595.90 |
| Microchip Costs | 302.95 |
| Motor Vehicle Expenses | 6,653.66 |
| Paypal Fees | 85.13 |
| Postage, Freight & Courier | 26.17 |
| Shelter Costs | 1,642.02 |
| Staff Training | 4,611.00 |
| Telephone & Internet | 176.73 |
| Travel - National | 1,707.44 |
| Veterinary Costs | 22,692.97 |
| Total Administrative Costs | 63,061.76 |
| Operating Profit | 46,203.98 |
| Profit on Ordinary Activities Before Taxation | 46,203.98 |
| Profit after Taxation | 46,203.98 |
Profit and Loss Phoenix Rehoming
28 Oct 2024 Page 1 of 1
Independent Examiners Report
For the Year Ended 31[st] March 2024
Respective responsibilities of trusties and examiner
The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that 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.
It is my responsibility to:
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examine the accounts under section 145 of the 2011 Act;
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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
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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 of 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 reports is limited to those set out in the statement below.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
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1) Which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with section 130 of the 2011 Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirement of the 2011 Act
Have not been met; or
- 2) To which, in opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Carol Murphy MAAT AATQB Dated 27 October 2024