## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 01 01 2024 **To** 31 12 2024 ## 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** The Phoenix Coaching Trust ## **Names of the charity trustees who manage the charity** |1
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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||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **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)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**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** 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** The objects of the CIO are: **Summary of the objects of the charity set out in its governing document** - (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 charity we continue to establish ourselves and ensure all policies and procedures are in place and up to date. Due to a reduction in availability of voluntary support the charity has been limited in our activity. This has given us the ability to focus on networking and forging connections. We have continued to provide sponsorship to The Recovery Coach Academy to enable funding for 1:1 coaching for their client groups. **Summary of the main** We have continued our support with The Kings Arms Project and have **activities undertaken for the** sponsored part of their third iteration of The ReVerb Project which took **public benefit in relation to** place in July 2024. This encourages those who may be at risk of being **these objects (include within** unheard to feel they have something to say that others will listen to - their **this section the statutory** voice matters. This also allows opportunities to support good mental **declaration that trustees have** health among those who may struggle to connect with groups and **had regard to the guidance** communities and help them feel they are part of a common goal **issued by the Charity Commission on public benefit)** ## **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 We have run our annual danceathon which continues to raise funds. **Summary of the main achievements of the charity** Via our fundraising activities we are now set up to provide the proven **during the year** delivery method for the charities purpose. Our methods are established, and we have created connections that can deliver our charities core purpose. Our focus this year has been to continue networking and build connections locally. We held a coffee and chat / meet the coaches where we invited groups / individuals with likeminded views to network and explore working together. We have also engaged with local social media to create website design to expand our reach. March **2012** **TAR** 5 ## **Section E Financial review** ## **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** 24/06/2025 March **2012** **TAR** 6 ||**The Phoenix Coaching Trust**|**The Phoenix Coaching Trust**|**The Phoenix Coaching Trust**|**1187716**|**1187716**|**1187716**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|01/01/2024
Period start date|**To**||31/12/2024
Period end date||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**1,361**
**545**
**-**
**-**
**-**
**-**
**-**
**-**
**1,906**
**-**
**-**
**-**
**1,906**
**2,694**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**2,694**
**-**
**-**
**-**
**2,694**
**- 788**
**-**
**27,369**
**26,581**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**1,361**
**545**
**-**
**-**
**-**
**-**
**-**
**-**
**1,906**
**-**
**-**
**-**
**1,906**
**2,694**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**2,694**
**-**
**-**
**-**
**2,694**
**- 788**||**Last year**
**to the nearest £**| |Donations|**1,361**||||||**476**| |Fundraising|**545**||||||**6,407**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**1,906**||||||**6,883**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**6,883**| ||||||||| |Expenses|**2,694**||||||**602**| ||||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**2,694**||||||**602**| ||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||| ||**-**||||||| ||**-**||||||| |**_Sub total_ **|**-**||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||| ||||||||**602**| ||||||||| ||**- 788**|**-**|**-**||**- 788**||**6,281**| ||**-**|**-**|**-**||**-**||**-**| ||**27,369**|**-**|**-**||**27,369**||**-**| ||**26,581**|**-**|**-**||**26,581**||**6,281**| CCXX R1 accounts (SS) 15/08/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B5 Liabilities**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**|Signature
S Jessop
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**26,581**
**-**
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
Susan Jessop|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||S Jessop|Susan Jessop|24/06/2025| ||||| CCXX R2 accounts (SS) 15/08/2025 2