# 23- **24 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 TREATMENT PROVISION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 11 ACHIEVEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ACCOUNTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 FINANCIAL REVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 TRUSTEE’S RESPONSIBILITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14** 2 3 Life Saving Interventions www.phoenixcharity.co.uk ## **Introduction** Phoenix Charity (Charity Number. 1195566). Life-Saving Interventions. Phoenix Charitable Incorporated Organisation Report of the Trustees Period from 01 September 2023 to 31 August 2024. The trustees present their report and the audited financial statements of the charity for the period ended 31 August 2024. Written by Phoenix Trustees. **ADMINISTRATIVE DETAILS REGISTERED CHARITY NAME:** Phoenix Charity Registration Number 1195566 Principle registered office: Phoenix, 4 Market Street, Hertford. Herts. SG14 1BD. ## **THE TRUSTEES:** 1. Edmund Aitken-Ballard served from 05/07/2024 2. Daniel Stock served from 20/08/2024 3. Paris Emmanuel Pilgrim 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, Herts. 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. ## **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 interventions to individuals who have fallen through the gaps of statutory services and are at risk of imprisonment, admittance to mental health institutions, or even death. ## **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. Phoenix is highly 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. ## **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 2023-2024 include:** ## **THE WILDERNESS EXPERIENCE** The Wilderness Experience took place on a remote farm in North Wales. There were eight beneficiaries. The beneficiaries took part in outdoor activities as well as therapeutic groups and one-to-one sessions. The aim of the experience was to connect recovering individuals by establishing a supportive community. The 5-day experience built confidence and esteem, inspired and equipped beneficiaries with tools for their recovery. As a result of beneficiary evaluations, we have developed the experience further, taking feedback into account. One beneficiary said that the wilderness experience gave her the opportunity to find herself again. Following the success of the Wilderness Experience in 2024, we are currently recruiting individuals for two further trips in 2025. ## **Aftercare** The Wilderness Experience Aftercare support consists of a 6-month therapeutic 12-step based programme consisting of group and one-to-one therapy sessions. This is open and available to all participants. ## **ADVOCACY** Phoenix directed over 30 beneficiaries to other organisations, including Mind, Citizens Advice, in-patient detox units and private rehab facilities, to name a few. We believe that alcoholism and/or drug addiction are only symptoms, and that it takes a variety of support to help people who are battling addiction reclaim their lives. We cultivate trusting relationships to put the right support in place. We also advocate for the right housing, benefits, mental health care, debt relief and other services, by completing referrals. We helped several beneficiaries access appropriate housing; some were rough sleepers whilst others were in temporary accommodation. One beneficiary has been moved to a safe place after suffering domestic abuse. ## **SAFE SPACE** Phoenix ran a weekly safe space throughout 2023-2024. 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, walks in nature, 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 with a mix of activities including walking outdoors in nature and soon to include a sound-bath meditation. 8 9 Life Saving Interventions www.phoenixcharity.co.uk ## **Treatment Provision** Phoenix provided in-patient drug and alcohol detoxes for several individuals by working in partnership with Hertford Town Council and Druglink (Hemel Hempstead). Phoenix also provided one-to-one therapy for individuals who were unable to access statutory or privately funded addiction treatment. Family interventions have also been facilitated by fully-qualified Addiction Therapists in order to address the needs of our beneficiaries and their loved-ones. ## **Achievements** It has been a year of remarkable growth for the charity, with our annual income almost tripling. Existing programmes have evolved, driven by valuable feedback from our beneficiaries. In August 2024, we proudly opened our first charity shop in Hertford town centre. This initiative has created a welcoming safe space, volunteer opportunities, and a source of sustainable income for the charity. The Wilderness Experience proved so successful that we secured funding to run two programmes instead of one, effectively doubling our impact. Our Safe Spaces initiative has established a secure and supportive community where isolated individuals in recovery continue to connect over a year later. We were successful raising funds. We received a £28,000 grant from Hertford Town Council for the detox programme. We obtained a grant from The National Lottery for the Wilderness Experience for £20,000. The Charles Plater Trust awarded us £5000 for The Wilderness Experience. The Albert Hunt Trust awarded us £5000 for our Walk & Talk project. Our unrestricted fundraising campaigns have been a tremendous success, with thousands of pounds raised— including from individuals who leapt 13,000 feet from a plane to support our cause. Our advocacy has seen individuals moved in to appropriate housing, claim and backdate benefits and access the specialist support they need to make changes in their lives Partnerships with Hertford Town Council have enabled us to offer fully funded in-patient medical detoxes, and strong relationships with rehabilitation centres have ensured beneficiaries receive the treatment they need. One-toone therapy sessions have been transformative for many of our service users. The charity’s growth has been extraordinary, and we look forward to fostering developing partnerships and the exciting opportunities they will bring. 10 11 Life Saving Interventions www.phoenixcharity.co.uk ## **Accounts** ||**Charity Name**|**Charity Name**|**Charity Name**|**No (if any)**| |---|---|---|---|---| ||**For the period**
**from**|01/09/2023
Period start date|**To**|Period end date
31/08/2024| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**19,855**
**300**
**-**
**-**
**-**
**-**
**20,155**
**-**
**-**
**-**
**20,155**
**4,561**
**9,113**
**1,141**
**129**
**2,534**
**-**
**-**
**-**
**17,478**
**-**
**-**
**-**
**17,478**
**20,879**
**-**
**-**
**20,879**|**Restricted**
**funds**
**to the nearest £**
**20,000**
**19,750**
**-**
**-**
**-**
**-**
**-**
**-**
**39,750**
**-**
**-**
**-**
**39,750**
**18,797**
**-**
**-**
**-**
**2,750**
**-**
**-**
**-**
**-**
**21,547**
**-**
**-**
**-**
**21,547**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**20,000**
**19,750**
**19,855**
**300**
**-**
**-**
**-**
**-**
**59,905**
**-**
**-**
**-**
**59,905**
**23,358**
**9,113**
**1,141**
**129**
**2,750**
**2,534**
**-**
**-**
**-**
**39,026**
**-**
**-**
**-**
**39,026**
**20,879**||**Last year**
**to the nearest £**| |LotteryGrant|**-**|||||**9,700**| |Othergrants|**-**|||||**3,050**| |Donations & fundraising|**19,855**|||||**11,054**| |Other income|**300**|||||**200**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**20,155**|||||**24,004**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_**
**A3 Payments**||||||| |||||||**24,004**| |||||||| |Charitable Events|**4,561**|||||**22,696**| |Fundraisingcosts|**9,113**|||||**216**| |General Admin expenses in Accountant|**1,141**|||||**1,019**| |Website & Marketing|**129**|||||**-**| |Salaries||||||**-**| |Repairs & renewals|**2,534**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**17,478**|||||**23,931**| |||||||| |**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**| |||||||| ||**20,879**||**-**|**20,879**||**73**| ||**-**|**-**|**-**|**-**||**-**| ||**-**|**-**|**-**|**88**||**15**| ||**20,879**|**-**|**-**|**20,967**||**88**| ## **Section B Statement of assets and liabilities at the end of the period** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Bank current account 5,691 - -
- - -
- - -
Total cash funds 5,691 - -
(agree balances with receipts and payments
account(s)) Agreement Error OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets Charity Shop deposit 15,276 - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets - -
- -
- -
- -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities Accruals - Accountancy 1,020
-
-
-
-
Signed by one or two trustees on Date of
behalf of all the trustees Signature Print Name approval
**----- End of picture text -----**
12 13 Life Saving Interventions **----- Start of picture text -----**
www.phoenixcharity.co.uk
**----- End of picture text -----**
## **Financial Review** ## **FINANCIAL POSITION** Statement of Financial Activities (including income and expenditure account) Period 01/09/2023 to 31/08/2024. **Income:** £ 59,905.00 **Expenditure:** £ 54,302.00 (this includes the deposit for the charity shop which is returnable upon completion of the lease). The trustees’ annual report was approved on 01/09/2024 and signed on behalf of the board of trustees by: ## **Edmund Aitken-Ballard** Chair of the Board of 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 01/09/2024, and are signed on behalf of the board by: ## **Edmund Aitken-Ballard** Chair of the Board of Trustee 14 15 ## **LIFE SAVING** INTERVENTIONS www.phoenixcharity.co.uk ## **S UPP O RT ED BY:** ## **F U N D E D BY:** © 2025 PHOENIX CHARITY (no 1195566). ALL RIGHTS RESERVED.