## **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
- (eg. trust deed, constitution)
CIO How the charity is constituted (eg. trust, association, company)
Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
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:
- policy on grant making.
- policy programme related investment;
- contribution made by volunteers.
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:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **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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