OpenCharities

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

2024-09-30-accounts

----- Start of picture text -----
The Anna Phillips Foundation 1185535
Receipts and payments accounts CC16a
For the period 01/10/2023 30/09/2024
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 3,450 - - 3,450 1,297
Grant income - - - - -
Interest received - - - - 6
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) 3,450 - - 3,450 1,302
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 3,450 - - 3,450 1,302
A3 Payments
Bank charges 5 - - 5 6
Project costs 10 - - 10 1,479
Subscriptions - - - - 35
Rent 1 - - 1 1
Repairs & Renewals 3,970 - - 3,970 2,805
DBS checks 81 - - 81 -
Water 37 - - 37 55
Website Maintainance 489 - - 489 489
Social Media 120 - - 120 -
Accountancy 690 - - 690 636
Insurance 233 - - 233 376
Sub total 5,635 - - 5,635 5,883
A4 Asset and investment
purchases, (see table)
Plant & Machinery - - - -
- - - -
Sub total - - - - -
Total payments 5,635 - - 5,635 5,883
Net of receipts/(payments) - 2,185 - - - 2,185 - 4,580
A5 Transfers between funds - - -
A6 Cash funds last year end 2,628 - - 2,628 7,208
Cash funds this year end 443 - - 443 2,628
----- End of picture text -----

CCXX R1 accounts (SS)

14/03/2025

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the
charity’s own use
B5 Liabilities		 (agree balances with receipts and payments
account(s))
Details
Current account
Total cash funds
Details
Details
Details		 Unrestricted
funds
to nearest £
443
-
-
443
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs		 Restricted
funds
to nearest £
-
-
-
-
OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
Cost (optional)		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-
Details Fund to which
liability relates		 Amount due
(optional)		 When due
(optional)
-
-
-
-
-
Signature Print Name
DAVID MERVYN PHILLIPS
ESTHER MARIA PRITCHARD		 Date of
approval

CCXX R2 accounts (SS)

14/03/2025

2

Independent examiner's report on the accounts

Section A
Independent Examiner’s Report		 Section A
Independent Examiner’s Report
Report to the trustees
On accounts for the year
ended
Set out on pages		 The Anna Phillips Foundation
30thSeptember 2024
Charity no
(if any)
1185535
1
1

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/09/2024.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:
Name:
Relevant professional
qualification(s) or body
(if any):
Address:		 19th May 2025
Mr Henry Lloyd Davies
ACA
Bevan Buckland LLP
Cardigan House, Castle Court, Swansea Enterprise Park,
Swansea, SA7 9LA

1

Oct 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

Oct 2018

IER

The Anna Phillips Foundation

Registered Charity Number 1185535

.

The Anna Phillips Foundation

Trustees’ Annual Report

For the Accounting Period ended 30 September 2024

1

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Reference and Charity Details

1. Charity details

The Anna Phillips Foundation is a Charitable Incorporated Organisation (CIO), registered with the Charity Commission for England and Wales.

The Registered Number is 1185535

The Registered Office is: Cardigan House, Castle Court, Swansea Enterprise Park, Swansea, SA7 9LA

2. Names of Charity Trustees

William Gerwyn Jones

Einir Wyn Williams Esther Maria Pritchard David Mervyn Phillips

2

The Anna Phillips Foundation

Registered Charity Number 1185535

.

3. Names and addresses of Advisors

Bankers:

Triodos Bank, Deanery Road, Bristol, BS1 5AS

Independent Examiners:

Bevan Buckland LLP; Cardigan House, Castle Court, Swansea Enterprise Park, Swansea, SA7 9LA

Solicitors:

Anthony Collins Solicitors LLP, 134, Edmund Street, Birmingham, B3 2ES

3

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Structure, Governance and Management

4. Description of the CIO’s Trusts

For the public benefit, The Anna Phillips Foundation’s charitable purpose is promoting and protecting good health as set out in the Objects of its Constitution.

5. Type of Governing Document

The CIO is governed by a written Constitution

6. How the Charity is constituted

The Anna Phillips Foundation is a Charitable Incorporated Organisation (CIO).

7. Trustee Selection Methods

Seeking to ensure the highest standards of governance, best practice and relevant knowledge and skills, together with a compassionate and ethical approach, The Anna Phillips

Foundation adopts a patient approach in finding new Trustees who are both passionate about its work and have the highest integrity. As the Board of Trustees currently appoints new Members, we continue to develop a more structured and focused approach to recruitment of new Trustees, in addition to considering applicants on the basis of qualified third party recommendation.

8. How new Trustees are Inducted and trained

The Foundation’s policy is to provide all new Trustees with a copy of its Constitution together with the most recent copy of the Trustees’ Annual Report and Financial Statements. New Members

4

The Anna Phillips Foundation

Registered Charity Number 1185535

.

are also requested to complete a Trustees Agreement. The Charity is also currently exploring the benefits of enrolling new Trustees on formal training programmes provided by umbrella resource organisations in the charity sector.

9. Additional information:

The Charity has robust safeguarding policies and is committed to ensuring a safe and secure environment for all, co-operating with the relevant statutory agencies.

The Charity has an Equalities Framework and an Equal Opportunities policy.

The Charity has a Volunteers Agreement, and a Volunteers Policy. The Charity has a Health and Safety Action Plan.

The Charity has no trading subsidiaries.

The Charity awards no remuneration to the Trustees, and currently has no employees.

The activity of the CIO is simple, modest and transparent and is carried out in such a way as not to expose Trustees to any material risk.

5

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Objects

10. Summary of the Objects of the Charity as set out in its Constitution

The Objects of the CIO are, for the public benefit, to promote and protect good health of persons suffering from trauma related mental illness, and assist in the treatment and care of such persons by:

6

The Anna Phillips Foundation

Registered Charity Number 1185535

.

11. Summary of Main Activities carried out for the public benefit

a) The charity supports a range of therapies in nature which are beneficial to good, sustainable long term health and wellbeing. We continue to develop the location in North Wales for the above wellbeing activities, by enhancing the suitability and safety of the physical environment for people who seek optimal opportunities to secure a recovery path for their trauma related mental health challenges. We achieve this sensitively both for the individual and for an enriched biodiversity. The charity continues to deepen its partnerships and influence with specific strategic organisations who are able to refer clients in appropriate ways. We continue our aim of advocating a meaningful national benchmark for a care pathway to ameliorate the experiences and so wellbeing of service users.

b) The charity builds on its meaningful relationships with key researchers in traumatic stress, and observes the benefits of nature in addressing trauma related mental health challenges. We look to the most appropriate ways of measuring a person’s progress towards recovery and long term wellbeing. This will help enhance the evidence base in a practical way.

c) We continue to advocate for a better public understanding of the social and relational causes of self-harm and suicide, and of mental illness in general, using various social media and conferences to share relevant ideas on how to address this huge societal challenge through the use of nature based therapies. We work with others to address the growing concerns around the continual use of psychiatric based descriptors called “personality disorders” and their attribution to victims of trauma including

7

The Anna Phillips Foundation

Registered Charity Number 1185535

.

domestic abuse and violence, a problem which disproportionally impacts children and women.

In this respect we very much welcome the recently launched National Centre for Suicide Prevention and Self-Harm Research, based in Swansea. We look forward to working closely with the National Centre for the public good.

8

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Activities, Achievements and Performance

12. Executive Summary

In the course of the period of this Annual Report the Foundation made further progress in enhancing the biodiversity of its woodland location in north Wales, a core long term contributor to the wellness aims set out in its Objects.

Tree planting, biodiversity and renewable energy

The work saw our volunteers continuing to care for more broadleaf trees planted in 2024 and 2025, including a growing orchard of apples with a Welsh provenance.

We continue to improve access paths around the grounds and seek to find ways of enhancing the water storage capacity of the site. These efforts help to enhance the therapeutic experiences of visitors as well as improving health and safety for all, and provide the growing trees with sufficient water, action which was originally recommended in an external consultant’s environmental sustainability report.

The charity is pleased to report that the installed solar array unit on the main building at our woodlands is contributing to the carbon reduction achieved through the significant tree planting programme. A woodburner further adds to the energy efficiency aims of the building.

Safeguarding

Following extensive consultation with external advisors the APF updated its safeguarding policy. During this work we aligned the

9

The Anna Phillips Foundation

Registered Charity Number 1185535

.

policy document prepared by HR consultants (funded by Cwmpas) with updates provided by WCVA.

Mental health therapy and research activities

We continue to deepen our relations and partnerships with a number of relevant statutory and third sector organisations as set out below.

The charity continues to develop its framework of understanding with the Mental Health and Learning Disabilities(MHLD) division at Betsi Cadwaladr University Health Board (BCUHB) to look at ways of developing the concept of an Integrated Care Pathway for people with mental health challenges which arise primarily from societal trauma, and also establish the basis for researching the contribution of green environments to better wellbeing.

We have worked with mental health professionals at BCUHB looking at how the experiences of people who may have “personality disorder” type challenges may be improved through taking a more innovative approach to care pathways. This work involves careful consideration and reflection on the causes of trauma, including the early and developmental stages of life.

The charity continues to contribute to the work of the Public Advisory Group on PTSD at the National Centre for Mental health (NCMH) in Wales, helping to develop further a trauma informed framework in public, third sector and private sector organisations across public life in Wales.

We are also looking at the impact of trauma on prolonged grief and considering novel approaches to ameliorate the experiences of people with this particularly persistent challenge, combining these with nature therapy. A trustee of the charity is a member of the Public Advisory Group on prolonged grief disorder, and this includes

10

The Anna Phillips Foundation

Registered Charity Number 1185535

.

evaluating an ongoing feasibility study of an app as an interim therapy for people with challenging mental health challenges for at least six months following bereavement.

As part of the charity’s work to contribute to a better public understanding of the relational causes of self-harm and suicide, and associated mental health challenges, we contribute from time to time to Welsh Government consultations and reviews of policies on domestic abuse and violence against women (VAWDASV) and suicide prevention.

Traumatic Stress Wales (TSW) held its North Wales conference at Nant Gwrtheyrn in May 2024. Two trustees contributed to the activities. Participants were clinical, research and care professionals from NHS, care sector, justice system and third sector. A range of different novel participatory activities worked very well, including sessions by the WNO who engaged plenary singing sessions as a means of tackling different forms and degrees of traumatic stress.

The Foundation also held exploratory discussions with a number of mental health and wellness professionals (including small entrepreneurial groups to an established national charity) with a view to collaborating on nature based projects to help people with trauma related mental health challenges. Our trustees contributed to local events with other mental health charities, helping homeless people who face numerous challenges including suicidal ideation.

During the period of this report we very much welcome the launch of the National Centre for Suicide Prevention and Self-Harm Research (based at Swansea University, Wales). Going forward the Foundation will be involved in the work of the National Centre, which forms a key part of the Welsh Government’s next 10 year mental health and wellbeing strategy, and strongly aligns with the Foundation’s values.

11

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Financial Review

13. Statement of the Charity’s Policy on Reserves

As the charity does not have significant reserves, all liquid assets are in the form of a current bank account.

14. Details of any funds materially in deficit

None

15. State of the Charity’s Finances

The principle source of funds for the charity is grants and donations.

All expenditure is directly related to the purposes of the charity, for example, paying rent, electricity, water and administration.

16. Statutory Notes to the Accounts

Particulars of any Outstanding Guarantee Given by the Charity

The trustees declare that the charity has given no guarantee where potential liability is outstanding at the date of the statement of assets and liabilities.

Particulars of Any Outstanding Debt

The trustees declare that the charity has no outstanding debts which are secured by an express charge on any of the assets of the charity at the date of the statement of assets and liabilities.

12

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Approved by the Board of Trustees

May 2025

13

The Anna Phillips Foundation

Registered Charity Number 1185535

.

Appendix: Glossary of terms

“the charity” means The Anna Phillips Foundation, a charitable incorporated organisation (CIO);

“the Foundation” means The Anna Phillips Foundation, a charitable incorporated organisation (CIO);

“We” means The Anna Phillips Foundation, a charitable incorporated organisation (CIO)

14

Virtual Cabinet Portal Digital Signatures

Digital Signature Verification

You can verify that this is a genuine Virtual Cabinet Document Portal signed document by uploading it to the following secure web page:

https://www.virtualcabinetportal.com/VerifySignedDocument

Signature Dates and Times

All dates and times shown in the signatures below are expressed in Coordinated Universal Time (UTC), which is generally equivalent to GMT. You can find out more about UTC at the following web page:

http://www.virtualcabinetportal.com/WhatIsUTC

Signature 1

Signed by Esther Pritchard using authentication code P3FVRHgzbnxJPmNC at IP address 109.153.9.67, on 2025/05/19 09:49:19 Z.

Esther Pritchard's e-mail address is: esther@annaphillips.org.

Signature 2

Signed by David Phillips using authentication code REhzOEdoJTRpMjkp at IP address 13.40.99.33, on 2025/05/19 11:09:02 Z.

David Phillips's e-mail address is: info@annaphillips.org.