2025-12-31-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 01 2025 To 31 12 2025

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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 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

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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

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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 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)

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Additional details of objectives and activities (Optional information)

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

• policy on grant making.

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and performance

Via our fundraising activities we are now set up to provide the proven 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.

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Section D Achievements and performance

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Section D Achievements and performance

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Section D Achievements and performance

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Section D Achievements and performance

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Section D Achievements and performance

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Section D Achievements and performance

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Section D Achievements and performance

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Section D Achievements and performance

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

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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

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The Phoenix Coaching Trust 1187716 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1/1/2025 12/31/2025

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts Donations 346 Fundraising 3,508 - - - - - - 3,854 - - Sub total - Total receipts 3,854 A3 Payments Expenses 1,694 - - - - - - - Sub total 1,694 - - Sub total - Total payments 1,694 Net of receipts/(payments) 2,160 A5 Transfers between funds - A6 Cash funds last year end 26,581 Cash funds this year end 28,741 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 £ 346 3,508 - - - - - - 3,854 - - - 3,854 1,694 - - - - - - - - 1,694 - - - 1,694 2,160 - 26,581 28,741	Last year to the nearest £
		- - - - - - - - -	346	1,361
			3,508	545
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			3,854	1,906
		- - -	-
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		-	3,854	1,906
		- - - - - - - - - -	1,694	2,694
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			1,694	2,694
		- - -	-
			-
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		-	1,694	2,694
	-	- - - -	2,160	- 788
	-		-	-
	-		26,581	-
	-		28,741	- 788

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 £ - - - - - 28,741 - 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
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			-
			-
			-
			-
			-
			Current value (optional)
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			-
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			Current value (optional)
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			When due (optional)
			Date of approval
	S Jessop	Susan Jessop	1/15/2026