# 22- **23 A N N UA L** TRUSTEE R E P O R T **LIFE SAVING** INTERVENTIONS **www.phoenixcharity.co.uk** Life Saving Interventions www.phoenixcharity.co.uk ## **Contents** **INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 STRUCTURE, GOVERNANCE, AND MANAGEMENT . . . . . . . . . . . . . .6 ACTIVITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 ADVOCACY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 REFERRALS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 11 ACHIEVEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FINANCIAL REVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 TRUSTEE’S RESPONSIBILITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13** 2 3 Life Saving Interventions www.phoenixcharity.co.uk ## **Introduction** Phoenix Charitable Incorporated Organisation ## **REPORT OF THE TRUSTEES PERIOD FROM 19 AUGUST 2022 TO 31 AUGUST 2023** The trustees present their report and the audited financial statements of the charity for the period ended 31 August 2023. Written by Phoenix Trustees Reference ## **ADMINISTRATIVE DETAILS REGISTERED CHARITY NAME:** Phoenix ## **CHARITY REGISTRATION NUMBER:** 1195566 Principle registered office: Phoenix, 71 Fore Street, Hertford, SG14 1AL. ## **THE TRUSTEES** 1. Paris Emmanuel Pilgrim served from 07/03/2022 2. Tina Johnson served from 01/01/2023 3. Daniel Mallia served since 07/03/2022 ## **THE ACCOUNTS** The charity accounts have been audited. The accounts have been prepared by Heartwood Chartered Accountants Riverside House, 3 Place Farm, Wheathampstead, Hertfordshire AL4 8SB 4 5 Life Saving Interventions www.phoenixcharity.co.uk ## **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. ## **Activities** Phoenix (charity no. 1195566) is a charity that offers practical and financial support to individuals who are struggling with drug and/or alcohol addiction. The charity aims to provide life-saving intervention to individuals who have fallen through the gaps and are at risk of ending up in prison, mental health institutions, or even death. Phoenix is equipped to provide effective support to others struggling with addiction. Addiction affects every area of an individual’s life; we ensure our beneficiaries receive the right support for each area as they rebuild their lives. ## **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. 6 7 Life Saving Interventions www.phoenixcharity.co.uk ## **Activities Phoenix have offered between 2022-2023 include:** ## **THE WILDERNESS PROGRAM** The Wilderness Program took place on a remote island in Scotland. There were twelve beneficiaries. The beneficiaries took part in survival activities. The aim of the program was to connect individuals in recovery, build confidence and esteem, and inspire and equip individuals in recovery. As a result of the feedback, we have developed the program further, taking beneficiaries feedback into account. One beneficiary said that the wilderness program saved her life. After evaluating the program, we are currently recruiting individuals for the next wilderness program. We have developed it further in to a therapeutic 12-step based 5-day retreat based in Wales UK. The program is for individuals with addiction disorders and is scheduled to take place between Monday 4th September 2023 – Friday 8th September 2023. The Wilderness Program combines outdoor activities such as white-water rafting and abseiling with therapeutic 12step based workshops, process groups, and meditation. ## **Aftercare** The Aftercare Wilderness Program is a 6-month therapeutic 12-step based program consisting of one-to-one therapy sessions, as well as group therapy sessions for beneficiaries. ## **ADVOCACY** Phoenix directed 20 beneficiaries to other organisations, including Mind, Citizens Advice, and domestic violence organisations, to name a few. We believe that alcoholism and/or drug addiction are only symptoms, and that it takes a variety of supports to help people who are battling addiction reclaim their lives. We cultivate trusting relationships to put the right supports in place. We also advocate for the right housing, benefits, mental health care, debt relief orders, and other services by referring. We helped one beneficiary claim backdated Personal Independent Payment and she received a backdated payment of £12,000. Our experience shows us that our beneficiaries often do not know about all the free support they can access. Every aspect of a person’s life is impacted by addiction; while they rebuild their lives, we make sure they get the specialist help in each area. ## **SAFE SPACE** Phoenix ran a weekly safe space throughout 2022-2023. This was a safe, creative, and supported environment for those attempting to rebuild their lives. This safe space helped us build relationships and refer and advocate, giving individuals a real chance at recovery. Sessions included meditation, advocacy, creative activities, workshops, and group discussions. It was an opportunity for beneficiaries to connect instead of isolating. The safe space is enjoyable, informative, and social, and re-opening in October. 8 9 Life Saving Interventions www.phoenixcharity.co.uk ## **Referrals** Phoenix sign-posted beneficiaries to day-rehab programs that are free of charge such as The Living Room, therapy sessions, detox providers, inpatient rehabilitation centres, and secondary treatment. ## **Achievements** Phoenix has a core of volunteers with lived-experience passionate about making a difference. Some are from the wilderness course. They got so much from it, they wanted to give back. Our Scotland Wilderness program was a huge success with beneficiaries coming back signing up to jump 13,000 feet as a sponsored event keen to raise money for the charity, to allow others to have the experience. Our advocacy has seen individuals moved in to appropriate housing, claim and backdate benefits, get the specialist support they need to make changes in their lives. The Safe Space has given individuals in long-term recovery leadership roles, including leading yoga classes, meditation, 12-step meetings and advocacy available at the space. We were successful raising funds. We received a £2,000 grant from The Albert Hunt Trust. We obtained a grant from The National Lottery for the wilderness program for £9700. In the area of unrestricted income, we raised over £6,700 on Just Giving Campaigns supporting the charity. 10 11 Life Saving Interventions www.phoenixcharity.co.uk ## **Financial Review** ## **FINANCIAL POSITION** Statement of Financial Activities (including income and expenditure account) Period 19/08/2022 to 31/08/2023. **Income:** £24,004 ## **Expenditure:** £23,931 The trustees’ annual report was approved on 01/09/2023 and signed on behalf of the board of trustees by: ## **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 01/09/2023, and are signed on behalf of the board by: ## **Paris Emmanuel Pilgrim** Chair of the Board of Trustee ## **Paris Emmanuel Pilgrim** Chair of the Board of Trustee 12 13 ## **LIFE SAVING** INTERVENTIONS www.phoenixcharity.co.uk © 2024 PHOENIX CHARITY (no 1195566). ALL RIGHTS RESERVED. **S UPP O RT ED BY:** **F U N D E D BY:** **Charity Name No (if any) Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/09/2022 31/08/2023 ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**11,054**
**200**
**-**
**-**
**-**
**-**
**11,254**
**-**
**-**
**-**
**11,254**
**3,800**
**216**
**1,019**
**-**
**-**
**-**
**-**
**-**
**-**
**5,035**
**-**
**-**
**-**
**5,035**
**73**
**-**
**-**
**73**|**Restricted**
**funds**
**to the nearest £**
**9,700**
**3,050**
**-**
**-**
**-**
**-**
**-**
**-**
**12,750**
**-**
**-**
**-**
**12,750**
**18,896**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**18,896**
**-**
**-**
**-**
**18,896**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**9,700**
**3,050**
**11,054**
**200**
**-**
**-**
**-**
**-**
**24,004**
**-**
**-**
**-**
**24,004**
**22,696**
**216**
**1,019**
**-**
**-**
**-**
**-**
**-**
**-**
**23,931**
**-**
**-**
**-**
**23,931**
**73**|**Total funds**
**to the nearest £**
**9,700**
**3,050**
**11,054**
**200**
**-**
**-**
**-**
**-**
**24,004**
**-**
**-**
**-**
**24,004**
**22,696**
**216**
**1,019**
**-**
**-**
**-**
**-**
**-**
**-**
**23,931**
**-**
**-**
**-**
**23,931**
**73**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |LotteryGrant|**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**9,700**||**10,000**| |Othergrants|**-**|||**3,050**||**-**| |Donations & fundraising|**11,054**|||**11,054**||**5,600**| |Other income|**200**|||**200**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**11,254**|||**24,004**||**15,600**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||**-**| |**_Sub total_**|**-**|||**-**||**-**| |**_Total receipts_**
**A3 Payments**||||||| ||||**-**|**24,004**||**15,600**| |||||||| |Charitable Events|**3,800**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**22,696**||**8,127**| |Fundraisingcosts|**216**|||**216**||**273**| |General Admin expenses in Accountant|**1,019**|||**1,019**||**628**| |Website & Marketing|**-**|||**-**||**1,150**| |Salaries|**-**|||**-**||**5,407**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_ **|**5,035**|||**23,931**||**15,585**| |||||||| |**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_**||||||| ||||**-**|**23,931**||**15,585**| |||||||| ||**73**||**-**|**73**||**15**| ||**-**|**-**|**-**
**-**|**-**||**-**| ||**-**|**-**||**-**||**-**| ||**73**|**-**|**-**|**73**||**15**| |**Section B Statement of assets and liabilities at**|**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
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|Signature
Accruals - Accountancy
**Details**
**Details**
**Details**
**Details**
Bank current account
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**88**
**-**
**-**
**-**
**-**
**-**
**88**
**-**
Agreement Error
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)**
1,020
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| |||||