2023-12-31-accounts - The Phoenix Coaching Trust

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

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 01 2023 To 31 12 2023

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

Trustee name	Office (if any)	Dates acted if not for whole year
Chloe Jessop	Fundraiser/Treasurer
Susan Jessop	Chairman/Treasurer
Katie Jessop	Secretary	From 17/08/2022

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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Names and addresses of advisers (Optional information)

Type of adviser	Name Address	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

Foundation Model Constitution of CIO Type of governing document

(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.

Section C Objectives and activities

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

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 skills, capacities and capabilities to enable them to

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participate in society as independent, mature and responsible individuals; (b) Advancing education;

(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.

As a relatively new charity we continue to establish ourselves and ensure all policies and procedures are in place and up to date.

Due to the resignation of 2 trustees last year, a reduction in availability of voluntary support this year due to work commitments, the charity has been limited in their activity. However, we have forged connections with The Recovery Coach Academy to provide sponsorship for clients to provide funding for 1:1 coaching for their client groups.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

We have continued our support with The Kings Arms Project and have made connections with them to sponsor part of their third iteration of The ReVerb Project which is planned for 2024. This encourages those who may be at risk of being unheard to feel they have something to say that others will listen to - their voice matters. This also allows opportunities to support good mental health among those who may struggle to connect with groups and communities and help them feel they are part of a common goal

Additional details of objectives and activities (Optional information)

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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

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Section D Achievements and performance

During this year we have had a danceathon raising significant funds for Summary of the main us to utilise for grant making. achievements of the charity We were also the nominated charity for wedding gift donations - we thank during the year the happy couple for this greatly. We have been nominated as the designated charity for Mercury Lodge, the local branch of Freemasonry. 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

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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 24/04/2024

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	The Phoenix Coaching Trust	The Phoenix Coaching Trust	The Phoenix Coaching Trust	1187716	CC16a
	For the period from	Period start date 1/1/2023	To	Period end date 12/31/2023

Section A Receipts and payments
A1 Receipts Donations 476 Fundraising 6,407 - - - - - - 6,883 - - Sub total - Total receipts 6,883 A3 Payments Expenses 602 - - - - - - - Sub total 602 - - Sub total - Total payments 602 Net of receipts/(payments) 6,281 A5 Transfers between funds - A6 Cash funds last year end 21,088 Cash funds this year end 27,369 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 476 6,407 - - - - - - 6,883 - - - 6,883 602 - - - - - - - - 602 - - - 602 6,281 - 21,088 27,369	Last year to the nearest £
			-	476	975
			-	6,407	6,226
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	6,883	7,201

			-	-
			-	-	-
			-	-	-

			-	6,883	7,201

			-	602	219
			-	-	8,537
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	602	8,756

			-	-
			-	-
			-	-	-

			-	602	8,756

		-	-	6,281	- 1,555
		-	-	-	-
		-	-	21,088	-
		-	-	27,369	- 1,555

Section B Statement of assets and liabilities at the end of the period

Details Details Details Details Details Signature S Jessop *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ - - - - - 27,369 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Susan Jessop Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
S Jessop	Susan Jessop	1/24/2023