## **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** |1
2
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6
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||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** March **2012** **TAR** 1 ## **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 March **2012** **TAR** 2 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. 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)** 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 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** 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** 24/04/2024 March **2012** **TAR** 6 ||**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** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**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| |||||