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2025-08-31-accounts

LIFE SAVING INTERVENTIONS 24- 25 A N N UA L TRUSTEE R E P O R T

PHOENIX CHARITABLE INCORPORATED ORGANISATION FOR THE PERIOD 01 SEPTEMBER 2024 TO 31 AUGUST 2025

www.phoenixcharity.co.uk

¢J Life Saving Intervention5

www.phoenixcharity.co.uk

CONTENTS

INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 STRUCTURE, GOVERNANCE, AND MANAGEMENT . . . . . . . . . . . . . . . . . . . . . . . . . 6 ACTIVITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 REFERRALS AND ADVOCACY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 ACHIEVEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 ACCOUNTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 FINANCIAL REVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

The trustees present their report and the independently examined financial statements of the charity for the period ended 31 August 2025 .

Written by the Phoenix Trustees

3

¢J Life Saving Intervention5 OJ

www.phoenixcharity.co.uk

INTRODUCTION

The trustees present their report and the independently examined financial statements of the charity for the period ended 31 August 2025 .

Written by the Phoenix Trustees

ADMINISTRATIVE DETAILS

Registered Charity Name: Phoenix

Charity Registration Number: 1195566

Principal Registered Office:

Phoenix

4 Market Street

Hertford

Hertfordshire

SG14 1BD

TRUSTEES

INDEPENDENT EXAMINATION / ACCOUNTS

The charity’s accounts have been independently examined .

The financial statements have been prepared by:

Heartwood Chartered Accountants

Riverside House

Wheathampstead

Hertfordshire

AL4 8SB

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Life Saving Interventions

STRUCTURE, GOVERNANCE AND MANAGEMENT

GOVERNING DOCUMENT

Phoenix is a Charitable Incorporated Organisation (CIO) registered with the Charity Commission (Charity Registration Number: 1195566) . The charity is governed by its Constitution dated 10 August 2021 .

RECRUITMENT AND APPOINTMENT OF TRUSTEES New trustees are appointed by the existing Board of Trustees .

OBJECTIVES AND ACTIVITIES

Charitable Objective

The object of the charity is:

To relieve need arising from ill health, disability, financial hardship, or other disadvantage caused by dependence or addiction to drugs, alcohol, or other substances . This is achieved through the provision of grants, information, equipment, facilities, and services that are not typically provided by statutory authorities .

ACTIVITIES OVERVIEW

Phoenix (Charity No . 1195566) provides practical and financial support to individuals experiencing drug and/or alcohol addiction .

The charity delivers life-saving interventions for individuals who have fallen through gaps in statutory services and may otherwise be at risk of imprisonment, admission to mental health services, or serious harm .

Phoenix is well-positioned to deliver effective, person-centred support . Recognising that addiction impacts every area of an individual’s life, the charity ensures beneficiaries are supported across multiple needs as they work towards recovery and stability .

6

www.phoenixcharity.co.uk

CHAIR’S STATEMENT

This year has marked a period of significant growth and development for Phoenix . We have expanded both our reach and the depth of our support, enabling us to work alongside more individuals facing complex challenges related to addiction and recovery .

A defining strength of Phoenix is that lived experience sits at the heart of everything we do . The vast majority of our team bring personal insight into recovery, which shapes our approach and allows us to build genuine, trusting relationships with those we support .

Our approach remains rooted in the belief that recovery is not achieved through a single intervention, but through consistent, holistic support . By working in partnership with a wide network of organisations, we have been able to help individuals access the services they need to rebuild their lives .

Over the past year, we have supported more than 100 beneficiaries through a range of interventions, including residential detox, rehabilitation placements, outreach support, specialist therapy, and structured recovery programmes such as The Wilderness Experience . We have also strengthened our service delivery through the introduction of a specialist outreach worker, allowing us to engage individuals who may otherwise remain isolated from support .

We are particularly encouraged by the continued success of our charity shop in Hertford, which has become an important source of income as well as a valued part of the local community . The growth in our income this year reflects both the generosity of our supporters and the increasing recognition of the impact of our work .

None of this would be possible without the dedication of our staff and volunteers, whose commitment and compassion are at the heart of everything we do . We are also deeply grateful to our funders and partners for their ongoing support and collaboration .

As we look ahead, we remain focused on strengthening our services, developing new initiatives, and ensuring that we can continue to respond to the evolving needs of the individuals we support .

On behalf of the Board of Trustees, I would like to thank everyone who has contributed to Phoenix over the past year .

Claire Hallett

Chair of the Board of Trustees

7

Life Saving Interventions

ACTIVITIES 2024–2025

MEDICALISED DETOX FROM ALCOHOL AND DRUGS

During 2024/2025, Phoenix funded eight residential detox placements for beneficiaries . These programmes, lasting between 7–14 days, were delivered in partnership with specialist providers .

Phoenix carried out comprehensive assessments for each individual and provided transport to and from the detox facility . Ongoing therapeutic support was offered before, during, and after each placement, alongside a structured aftercare plan to support sustained recovery .

28-DAY RESIDENTIAL REHABILITATION

In 2024/2025, Phoenix established a partnership with a local private rehabilitation provider, securing access to one subsidised charity bed per month .

Through this partnership, we fully funded two 28-day residential rehabilitation placements . One individual has since been successfully referred into supported housing, ensuring continued stability following treatment .

HOUSING REFERRALS AND SUPPORT

Phoenix referred seven individuals into supported housing during the year, including several who were homeless or considered high risk . Working alongside local housing organisations, we continue to provide ongoing support through specialist therapy and key-working sessions to help individuals sustain their tenancies and recovery .

KEY-WORKING AND OUTREACH SUPPORT

During the year, Phoenix employed a specialist outreach worker covering East and North Hertfordshire . This role supports a wide range of individuals experiencing substance misuse issues . 47 outreach interventions were recorded for 2024/2025 .

Support includes practical assistance—such as completing forms and attending appointments— as well as assessments for detox and rehabilitation services .

This role developed from a pilot drop-in service funded by SNG on the Sele Farm Estate in Hertford and has since expanded to reach a broader network of individuals, including those previously isolated from support .

8

www.phoenixcharity.co.uk

THE WILDERNESS EXPERIENCE

Following the success of previous years, Phoenix delivered another fiveday therapeutic outdoor retreat in Wales for seven individuals in recovery .

The programme included peer

support, group work, and structured activities designed to build confidence and resilience . A former beneficiary also volunteered on the trip, reflecting the strength of ongoing engagement within the community . Feedback from participants was overwhelmingly positive, with many highlighting the impact of the experience on their recovery journey . Subject to funding, we plan to run the programme again in June 2026 .

SPECIALIST ADDICTION THERAPY

Phoenix established a weekly women’s therapy group in Hertford for individuals in recovery . The group is facilitated by a qualified psychotherapist with lived experience of long-term recovery and is open to all women seeking support . Eight people have accessed this group during 2024/2025 .

In addition, Phoenix provided one-to-one specialist therapy to 20 beneficiaries during the year . Sessions are offered free of charge, or with a small contribution where appropriate, for up to six months .

AFTERCARE

Participants are offered a six-month aftercare programme based on a 12-step model, including both group and one-to-one therapeutic support .

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Life Saving Interventions
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REFERRALS AND ADVOCACY

During 2024/2025, Phoenix referred 31 beneficiaries to partner organisations, including The Living Room, Druglink, Mind, Christians Against Poverty, First People Housing, and New Hope.

We recognise that alcohol and drug dependency are often linked to wider underlying challenges, and that meaningful recovery requires coordinated, holistic support . We build strong, trusting relationships to connect individuals with the services they need .

We pride ourselves on our extensive network and strong partnerships, enabling access to housing, financial support, mental health services, debt advice, and other essential resources through tailored referrals .

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www.phoenixcharity.co.uk
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ACHIEVEMENTS

This has been a significant year for Phoenix, with annual income more than tripling. Our charity shop in Hertford continues to perform strongly, supported by a Shop Manager, two Deputy Managers, and a dedicated team of volunteers.

Over the year, we have supported more than 100 beneficiaries through a wide range of services, including detox, rehabilitation, therapy, outreach, and structured recovery programmes .

We have also strengthened our service delivery through the appointment of a specialist outreach worker, expanding our reach within the local community .

We are grateful to have received funding from The SNG Community Fund, East Herts District Council, The Anton Jurgens Charitable Foundation, and The Christopher Laing Foundation . This support has enabled us to sustain and develop our services, including our weekly meditation group in partnership with The Secret Space in Hertford, and to invest in future initiatives such as a furniture restoration project .

Phoenix remains proud of the dedication of its staff, volunteers, and beneficiaries, and grateful for the continued support of the local community .

11

Life Saving Interventions

ACCOUNTS

Charity Name
 Charity Name
 Charity Name
 Charity Name
 CC16a
For the period
from		 Period start date
01/09/2024		 To
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
-
35,553
144,358
-
-
-
-
-

179,911
-
-
-
179,911
37,002
12,903
1,569
2,520
26,175
77,222
3,036
3,296
-
-
163,723
681
681
164,404
15,506
-
-
15,506		 Restricted
funds
to the nearest £
-
24,030
-
-
-
-
-
-
24,030
-
-
-
24,030
38,073
-
-
-
-
-
-
-
-
38,073
-
-
-
38,073
- 14,043
-
-
- 14,043		 Endowment
funds
to the nearest £		 Total funds
to the nearest £
-
24,030
35,553
144,358
-
-
-
-
-
203,941
-
-
-
203,941
75,076
12,903
1,569
2,520
26,175
77,222
3,036
3,296
-
-
201,796
681
-
681
202,478
1,463		 Last year
to the nearest £
LotteryGrant - -
-
-
-
-
-
-
-
-		 20,000
Othergrants 19,750
Donations & fundraising 35,553 19,855
Shopincome 144,358 -
Other income - 300
- -
- -
- -
- -
Sub total(Gross income for
AR)
179,911		 59,905
A2 Asset and investment sales,
(see table).
- -
-
-
- -
Sub total - -
Total receipts
A3 Payments
- 59,905
Charitable Events 37,002 -
-
-
-
-
-
-
-
-
-		 23,358
Fundraisingcosts 12,903 9,113
General Admin expenses 1,569 1,141
Website & Marketing 2,520 129
Consultant costs 26,175 2,750
Shoprunningcosts 77,222 -
ShopRepairs & renewals 3,036 2,534
Management Development 3,296 -
- -
- -
**Sub total ** 163,723 39,026
A4 Asset and investment
purchases, (see table)
IT Equipment 681 -
-
-
**Sub total **
681 -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- 39,026
15,506 - 20,879
- -
-		 -
5,691		 -
- 88
15,506 - 7,154 20,967

12

www.phoenixcharity.co.uk

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
Details
Details
Details
(agree balances with receipts and payments
account(s))
Details
IT Equipment
Charity Shop deposit
Bank current account
Total cash funds
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
7,154
-
-
-
-
-
7,154
-
Agreement Error
Agreement Error
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
15,276
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
681
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

13

Life Saving Interventions

FINANCIAL REVIEW

Financial Position

Statement of Financial Activities (including income and expenditure account) Period: 01/09/2024 to 31/08/2025

Notes on the annual accounts:

The trustees’ annual report was approved on 13 April 2026 and signed on behalf of the Board of Trustees by:

Claire Hallett

Chair of the Board of Trustees

TRUSTEES’ 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 13 April 2026, and are signed on behalf of the Board by:

Claire Hallett

Chair of the Board of Trustees

14

LIFE SAVING INTERVENTIONS

www .phoenixcharity .co .uk

© 2026 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 For the period Period start date Period end date To from 01/09/2024 31/08/2025

CC16a

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
-
35,553
144,358
-
-
-
-
-
179,911
-
-
-
179,911
37,002
12,903
1,569
2,520
26,175
77,222
3,036
3,296
-
-
163,723
681
681
164,404
15,506
-
-
15,506		 Restricted
funds
to the nearest £
-
24,030
-
-
-
-
-
-
24,030
-
-
-
24,030
38,073
-
-
-
-
-
-
-
-
38,073
-
-
-
38,073
- 14,043
-
-
- 14,043		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
-
24,030
35,553
144,358
-
-
-
-
-
203,941
-
-
-
203,941
75,076
12,903
1,569
2,520
26,175
77,222
3,036
3,296
-
-
201,796
681
-
681
202,478
1,463		 Total funds
to the nearest £
-
24,030
35,553
144,358
-
-
-
-
-
203,941
-
-
-
203,941
75,076
12,903
1,569
2,520
26,175
77,222
3,036
3,296
-
-
201,796
681
-
681
202,478
1,463		 Last year
to the nearest £
LotteryGrant - 20,000
Othergrants 19,750
Donations & fundraising 35,553 19,855
Shopincome 144,358 -
Other income - 300
- -
- -
- -
- -
Sub total(Gross income for
AR)		 179,911 59,905
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
59,905
Charitable Events 37,002 23,358
Fundraisingcosts 12,903 9,113
General Admin expenses 1,569 1,141
Website & Marketing 2,520 129
Consultant costs 26,175 2,750
Shoprunningcosts 77,222 -
ShopRepairs & renewals 3,036 2,534
Management Development 3,296 -
- -
- -
**Sub total ** 163,723 39,026
A4 Asset and investment
purchases, (see table)
IT Equipment 681
**Sub total **
681 -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
39,026
15,506 - 14,043 - 1,463 20,879
- - - - -
- - - 5,691 88
15,506 - 14,043 - 7,154 20,967
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
Details
Details
Details
(agree balances with receipts and payments
account(s))
Details
IT Equipment
Charity Shop deposit
Bank current account
Total cash funds
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
7,154
-
-
-
-
-
7,154
-
Agreement Error
Agreement Error
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
15,276
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
681
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

Phoenix

On accounts for the year 31 August 2025 Charity no 1195566 ended (if any)

Set out on pages

1-2

(Remember to include the page numbers of additional sheets)

Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner

The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and

consequently no opinion is given as to whether the accounts present a ‘true and fair’ view, and the report is limited to those matters set out in the statement below.

Independent In connection with my examination, no matter has come to my attention examiner's statement (other than that disclosed below *)

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

  4. have not been met; or

  5. to which, in my opinion, attention should be drawn to enable a proper understanding of the accounts to be reached.

  6. Please delete the words in the brackets if they do not apply.

Signed:

Date: 16/06/2026

Name: CHARLES GOLDSTEIN

Relevant professional CHARTERED ACCOUNTANT

1

March 2012

IER

qualification(s) or body (if any):

Address: HEARTWOOD ACCOUNTANTS LTD RIVERSIDE HOUSE, 3 PLACE FARM WHEATHAMPSTEAD HERTS. AL4 8SB Section B Disclosure

Only complete if the examiner needs to highlight material problems.

2

March 2012

IER

Give here brief details of any items that the examiner wishes to disclose .

3

March 2012

IER