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2025-09-30-accounts

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The Anna Phillips Foundation 1185535
Receipts and payments accounts CC16a
For the period 01/10/2024 30/09/2025
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 1,630 - - 1,630 3,450
Grant income - - - - -
Interest received - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 1,630 ] - - 1,630 3,450
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 1,630 - - 1,630 3,450
A3 Payments
Bank charges 5 - - 5 5
Project costs - - - - 10
Light & heat 336 - - 336 -
Rent 1 - - 1 1
Repairs & Renewals - - - - 3,970
DBS checks - - - - 81
Water 36 - - 36 37
Website Maintainance 488 - - 488 489
Social Media - - - - 120
Accountancy 744 - - 744 690
Insurance 252 - - 252 233
Sub total [ 1,861 ] - - 1,861 5,635
A4 Asset and investment
purchases, (see table)
Plant & Machinery - - - -
- - - -
Sub total [ - ] - - - -
Total payments 1,861 - - 1,861 5,635
Net of receipts/(payments) - 231 - - - 231 - 2,185
A5 Transfers between funds - - -
A6 Cash funds last year end 443 - - 443 2,628
Cash funds this year end 212 - - 212 443
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Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds		 Details
Current account		 Unrestricted
funds
to nearest £
212		 Restricted
funds
to nearest £
-		 Endowment
funds
to nearest £
-

CCXX R1 accounts (SS)

18/05/2026

1

Signed by one or two trustees on
behalf of all the trustees
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))
Total cash funds
Details
Details
Details
Details
Signature		 -
-
-
-
212
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
DAVID MERVYN PHILLIPS
ESTHER MARIA PRITCHARD		 -
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
Current value
(optional)
-
-
-
-
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-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

18/05/2026

2

The Anna Phillips Foundation

Registered Charity Number 1185535

.

The Anna Phillips Foundation Trustees’ Annual Report

For the Accounting Period ended 30 September 2025

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

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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

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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

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The Anna Phillips Foundation

Registered Charity Number 1185535

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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 currently has no employees.

The Charity has internal financial control policy and procedures. The Charity has a complaints policy and procedures.

The Charity has internal risk management policy and procedures. The Charity has a trustee expenses policy.

The Charity has a trustee conflicts of interest policy.

The Charity has a campaigns and political activity policy.

The Charity has a bullying and harassment policy and procedures. The Charity has serious incident reporting policy and procedures. The Charity has social media policy and procedures.

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.

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The Anna Phillips Foundation

Registered Charity Number 1185535

.

Volunteers support

In addition to financial income the charity also receives donationsin-kind in the form of voluntary activity to support the ongoing work of the charity.

The monetary amount of this in-kind support is calculated using the number of hours given and the real living wage rate prevailing at 30 April in the financial year to 30 September.

Accordingly, for the current year to 30 September 2025, the voluntary support represented in-kind donations of £5,055.

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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:

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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 its partnerships and collaboration with specific strategic organisations to benefit clients. We seek a meaningful national benchmark for a care pathway to help people challenged by traumatic experiences.

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 should 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, through various social media and conferences by sharing relevant ideas on how to address this huge societal challenge, using nature as a reference. We work with others to address the growing concerns around the continual use of descriptors such as “personality disorders” and their attribution to victims of trauma including domestic abuse and violence, a problem which disproportionally impacts children and women.

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The Anna Phillips Foundation

Registered Charity Number 1185535

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In this respect we are involved in the work of the National Centre for Suicide Prevention and Self-Harm Research, based in Swansea. We look forward to continuing our close work with the National Centre for the long term general public good.

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The Anna Phillips Foundation

Registered Charity Number 1185535

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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.

Biodiversity, Renewable Energy, Tree and Orchard Planting

We continue to enhance the biodiversity of the woodlands at Ty Anna. We are grateful for the interest and efforts of volunteers with knowledge and expertise in this area who helped with ongoing care and maintenance of our location, including conservation of water resources.

The orchard, comprising of an interesting array of trees of Welsh provenance, continues to advance and we continue to seek guidance to optimise its balance with surrounding trees for the benefit of clients visiting for green care and mindfulness activities.

The solar array continues to contribute to our long term renewable energy commitment, and the charity exports surplus electricity generated to the national grid.

Wood that is not suitable for woodcraft or for use as mulch is used as fuel. Where appropriate we are also accumulating different wood which will go to producing woodcrafts (including beech, oak, hawthorn, cherry, yew and lime).

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The Anna Phillips Foundation

Registered Charity Number 1185535

.

Corporate, Governance, Safeguarding, Policy reviews

We researched the benefits of charity corporate partnerships by seeking guidance from a specialist consultant in this field. This included looking at various types of partnership for income generation, and consideration of the location of the potential partner.

The charity looked into the longer term governance challenges and opportunities through a number of meetings with leaders of long established third sector organisations in Wales. Much of the good practice gained with the passage of time was shared with us and is applicable and relevant to the foundation going forward.

While the charity does not require an audit and so does not fall into the category of needing a Risk Management Report, following some research into this aspect of governance, we remain constantly aware and vigilant of the operational factors which contribute to this requirement.

Mental health activities with partner organisations (highlights)

A team of trained sexual assault professionals from Amethyst visited our location and met with all the trustees. They were very impressed with the natural atmosphere and could see many benefits of bringing clients to visit as part of their recovery pathway from traumatic stress.

Two APF trustees attended Wales Mental Health and Wellbeing Conference during the year. Organised by Practice Solutions Cymru, the conference in Llandudno offered very insightful presentations given on some innovative approaches such as the concept of a Recovery College. These colleges are aimed at people struggling with a range of trauma-based challenges either after a prolonged period of traumatic stress or after experiencing a particular incident which

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The Anna Phillips Foundation

Registered Charity Number 1185535

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has left a deep impact on them. The idea would be to have a Recovery College in each of South and North Wales.

Two trustees contributed to the Traumatic Stress (North) Wales (TSW) North Wales conference at Theatre Clwyd, Mold during the year. Participants were clinical, research and care professionals from the 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. Excellent presentations made by people with lived experience of traumatic stress.

Research collaborations

One APF trustee is a member of the Public Advisory Group (PAG) on Traumatic Stress at the National Centre for Mental Health (Wales). Two trustees are members of the PAG on Prolonged Grief. In this way we have input into the latest research on how to manage the challenges of traumatic stress, and of bereavement and prolonged grief in the UK, both of which carry a significant economic and cultural burden.

An APF trustee is a co-author in a feasibility randomly controlled trial study into the use of a guided digital app for use by people who have prolonged grief disorder (PGD). This is a project lead by researchers at the NCMH at Cardiff University. Work is progressing in the trial and in due course papers will be published later in 2026.

During the period of this report we very much welcome the early work of the National Centre for Suicide Prevention and Self-Harm Research (based at Swansea University, Wales). An APF trustee is a

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The Anna Phillips Foundation

Registered Charity Number 1185535

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member and co-chair of the National Centre Lived Experience Advisory Group. The work of the National Centre 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.

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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.

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The Anna Phillips Foundation

Registered Charity Number 1185535

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Approved by the Board of Trustees

30 May 2026

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The Anna Phillips Foundation

Registered Charity Number 1185535

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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)

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Charity Name The Anna Phillips Foundation On accounts for the year 30[th] September 2025 Charity no 1185535 ended (if any) Set out on pages 1 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY .

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: Date: 03/06/2026 Name: Mr Henry Lloyd Davies Relevant professional Institute of Chartered Accountants in England and Wales qualification(s) or body (if any): Address: Cardigan House, Castle Court, 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

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Signature 1

Signed by Esther Pritchard using authentication code TGhIJXRtYjxOVzdI at IP address 86.176.84.113, on 2026/06/06 12:00:43 Z. Esther Pritchard's e-mail address is: esther@annaphillips.org.

Virtual Cabinet Portal Digital Signatures

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Signature Dates and Times

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Signature 1

Signed by David Phillips using authentication code XnVpQ3FveEtXVzk5 at IP address 18.175.141.255, on 2026/06/06 12:06:49 Z. David Phillips's e-mail address is: info@annaphillips.org.