Phoenix Charity Number 1195566 Trustee Report Period 19/08/2021 to 31/08/2022 ## **TRUSTEES REPORT FROM 19 AUGUST 2021 TO 31 AUGUST 2022** ## **Phoenix** Charitable Incorporated Organisation ## **Report of the Trustees** Period from 19 August 2022 to 31 August 2022 The trustees present their report and the unaudited financial statements of the charity for the period ended 31 August 2022. Written by Phoenix Trustees ## **Reference Administrative details** **Registered charity name.** Phoenix **Charity Registration Number** 1195566 **Principle registered office** 71 Fore Street Hertford Hertfordshire SG14 1AL ## **The trustees** Paris Emmanuel Pilgrim served from 07/03/2022 Moein Uddin served from 02/04/2022 Daniel Mallia served since 07/03/2022 1 Phoenix Charity Number 1195566 Trustee Report Period 19/08/2021 to 31/08/2022 ## **The accounts** The charity accounts are exempt from independent examination or audit. The accounts have been prepared by Philip Chave & Co Chartered accountants and registered auditors Bellfry House, Bell Lane, Hertford, SG14 1BP ## **Structure, governance, and management** ## **Governing document** The charitable Incorporated Organisation is constituted as a UK registered charity CIO a charity registered for charitable purposes with the Charity Commission (Charity Registration No.1195566). The charity is governed by its Constitution, dated on the 10/08/2021 ## **Recruiting and appointment of new trustees** New Trustees are appointed by the current trustees. Induction and training of new trustees New Trustees are inducted by the current trustees. ## **Objectives and activities** The Object of the charity is: THE RELIEF OF NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL OR OTHER DISADVANTAGE, BROUGHT ABOUT BY DEPENDENCE OR ADDICTION TO DRUGS, ALCOHOL OR OTHER SUBSTANCES, BY MAKING GRANTS AND PROVIDING INFORMATION OR ASSISTING IN THE PROVISION OF EQUIPMENT, FACILITIES AND SERVICES, NOT NORMALLY PROVIDED BY THE STATUTORY AUTHORITIES. ## **Activities** Supporting individuals who are entrenched in addiction to access the support they need to improve their lives. One-to-one mentoring and advocacy. This year Phoenix has offered an advocacy service to individuals struggling with addiction to access the following support: - Appropriate housing support and signing up to the housing register 2 Phoenix Charity Number 1195566 Trustee Report Period 19/08/2021 to 31/08/2022 - Advocating for the individuals to get the correct points and priority need in housing where appropriate - Adult social services referrals - Domestic violence support - Benefit support - Support and referrals to get correct diagnoses - Debt relief order referrals and support - Support to involve children’s services where additional support was needed for children of adults suffering with addiction - Referrals for children of adults suffering with addiction to get correct diagnoses and support, for example children suffering with ADHD have been diagnosed though our service, and their family now have the support they need ## **Achievements and performance** Phoenix was successful in obtaining an Awards for All grant from the national lottery of £10,000. Phoenix offered a safe place for individuals struggling with addiction to come along to and created a video to break down barriers between communities of individuals who do not suffer from addiction and those that do. Phoenix was successful receiving a grant of £2000 from The Albert Hunt Trust which helped Phoenix support more benefices. In the first year as a new charity phoenix has supported over 30 individuals to get the help they needed to improve their lives. ## **Financial Review / Financial Position** Statement of Financial Activities (including income and expenditure account) Period 19/08/2021 to 31/08/2022 Income: 15,600 Expenditure £15,585 The trustees' annual report was approved on 01/09/2022 and signed on behalf of the board of trustees by: Paris Emmanuel Pilgrim (Trustee) ## **Trustee’s responsibilities** - The trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of financial statements. These financial statements were approved by the board of trustees and authorised for issue on 01/09/2022, and are signed on behalf of the board by: Paris Emmanuel Pilgrim (Trustee) 3 Phoenix Trustee Report 2021-2022 **Charity Name Phoenix** **No (if any) 1195566** ## **Receipts and payments accounts** Period start date Period end date **To** 8/19/2021 8/31/2022 ## **For the period from** ## **Section A Receipts and payments** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Lottery Grant 10,000 - 10,000
Donations & Fundraising 5,600 - - 5,600
- - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total (Gross income for AR) 5,600 10,000 - 15,600
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 5,600 10,000 - 15,600
A3 Payments
Charitable Activities 792 7,335 - 8,127
Fundraising costs 273 - - 273
Salaries 2,742 2,665 - 5,407
General Admin expenses 628 - - 628
Website and Marketing 1,150 - - 1,150
- - -
- - - -
- - - -
- - - -
Sub total 5,585 10,000 - 15,585
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - -
Total payments 5,585 10,000 - 15,585
Net of receipts/(payments) 15 - - 15
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 15 - - 15
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period** ||||**Unrestricted**||**Restricted**| |---|---|---|---|---|---| |**Categories**|**Details**||**funds**||**funds**| |**B1 Cash funds**|Bank Current Account
**_Total cash funds_**||**to nearest £**
**15**
**-**
**-**
**15**|


|**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**
Accruals - Accountancy||**liability relates**|



|**900**
**-**
**-**
**-**
**-**
**(optional)**| |Signed by one or two trustees on
bhlf f ll th tt||Signature|Print|Name|| Signed by one or two trustees on behalf of all the trustees **----- Start of picture text -----**
CC16a
**----- End of picture text -----**
## **Last year** **to the nearest £** **-** **-** **-** **-** ## **Endowment funds** ## **to nearest £** **-** ## OK ## **Endowment funds to nearest £** **-** **Current value (optional)** **-** **Current value (optional)** **When due (optional)** Date of approval