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

2022-12-31-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year 01 01 2022 31 12 2022

From

To

Section A Reference and administration details

Charity name The Phoenix Coaching Trust

Other names charity is known by Registered charity number (if any) 1187716 Charity's principal address 9 Chelmer Close

Bedford Postcode MK41 7YD

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Chloe Jessop Fundraiser/Tresure
1
r
Susan Jessop Chairman/Treasur
2
er
3 Katie Jessop Secretary From 17/08/2023
Elizabeth Treasurer 01/01/2022 –
4
Stevenson 14/06/2022
Catherine Ripley Secretary 01/01/2022 –
5
14/06/2022
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

March 2012

TAR

1

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Susan Jessop, Clerk to the Trustees

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Foundation Model Constitution of CIO

CIO How the charity is constituted (eg. trust, association, company)

Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

March 2012

TAR

2

Section C Objectives and activities

The objects of the CIO are:

(1) To act as a resource for young people living particularly but not exclusively in Bedfordshire, by providing advice and assistance, and organising programmes of physical, educational and other activities as a means of:

(a) Advancing in life and helping young people by developing their

Summary of the objects of the charity set out in its governing document

skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals;

(b) Advancing education;

(c) Relieving unemployment

(2) To develop the capacity and skills of the socially and economically disadvantaged living in Bedfordshire but not exclusively, in such a way that they are better able to identify, and help meet, their needs and to participate more fully in society.

Despite COVID-19 restrictions being lifted, this has continued to have an impact on facilitating courses and fundraising.

As a relatively new charity we are still establishing ourselves and ensuring all policies and procedures are in place. In the last year, the charity has seen a change in trustees and appointment of a new trustee. This has had an impact on the charity and enforced a change in roles within the structure of the charity.

Summary of the main activities undertaken for the public benefit in relation to these objects Two courses have been facilitated with The Kings Arms Project, (include within this Bedford. section the statutory These were Goal Mapping coaching courses and ran weekly declaration that trustees once a week for 8 weeks with a ninth as regroup day. have had regard to the These courses benefitted the socially disadvantaged who are guidance issued by the trying to reintegrate into society as independent, mature and Charity Commission on responsible individuals giving them a support network and tools public benefit) to manage this reintegration as per our objectives.

Additional details of objectives and activities (Optional information)

March 2012

TAR

3

You may choose to include further statements, where relevant, about:

Section D Achievements and performance

March 2012

TAR

4

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The Phoenix Ball (which was initially due to take place 28[th] March 2020 but was postponed due to COVID-19) took place on 26 March 2022.

The purpose of this event was to officially launch the charity and signpost the public to our purpose. It was a great success, and we raised a significant amount of funds for us to utilise for grant making.

Via our fundraising activities we are now set up to provide the proven delivery method for the charities purpose. Our fundraising methods are established, and we have created connections that can deliver our charities core purpose. We continue to network and build connections locally.

Section E Financial review

March 2012

TAR

5

Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) S Jessop Full name(s) Susan Jane Jessop Position (eg Secretary, Chair Chair, etc) Date 02/06/2023

March 2012

TAR

6

The Phoenix Coaching Trust 1187716

Receipts and payments accounts For the period Period start date Period end date To from 1/1/2022 12/31/2022

Section A Receipts and payments

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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 975 - - 975
Ball Funds 6,226 - - 6,226
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
7,201 - - 7,201
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 7,201 - - 7,201
A3 Payments
Expenses 219 - - 219
Ball Expenses 8,537 - - 8,537
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 8,756 ] - - 8,756
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 8,756 - - 8,756
Net of receipts/(payments) - 1,555 - - - 1,555
A5 Transfers between funds - - - -
A6 Cash funds last year end 22,643 - - 22,643
Cash funds this year end 21,088 - - 21,088
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Section B Statement of assets and liabilities at the end of the period

Unrestricted Restricted
Categories Details funds funds
B1 Cash funds Total cash funds to nearest £
-
-
21,088


to nearest £
-
-
-
-
(agree balances with receipts and payments
account(s))		 OK OK
Unrestricted Restricted
funds funds
B2 Other monetary assets Details to nearest £
-
-
-
-
-
-




to nearest £
-
-
-
-
-
-
B3 Investment assets Details Fund to which
asset belongs		 Cost (optional)
-
-
-
-
-
B4 Assets retained for the Details Fund to which
asset belongs		 Cost (optional)
-
charity’s own use






-
-
-
-
-
-
-
-
Fund to which Amount due
B5 Liabilities Details liability relates



-
-
-
-
-
(optional)
Signed by one or two trustees on
behalf of all the trustees		 Signature Print Name
S Jessop Susan Jessop

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CC16a
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Last year

to the nearest £

3,405 - - - - - - - 3,405

3,405

3,675 - - - - - - - - 3,675

3,675 - 270 - - - 270

Endowment funds

to nearest £ - - - -

OK

Endowment funds to nearest £ - - - - - -

Current value (optional) - - - - -

Current value (optional)

When due (optional)

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Date of
approval
1/15/2023
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