Trustees’ Annual Report for the period
From 15[th] December 2023 To 14[th] December 2024
Charity name: Phoenix Mens Shed Halifax
Charity registration number: 1206239
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Promotion of good health and combatting social isolation through the provision of facilities for recreation activities open to all primarily for men over the age of 55 |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Woodwork, metalwork, artwork, furniture repair, computer use, individual project work and social interaction. Visits to other sheds and social outings. Whilst work is mainly undertaken at the shed, from time to time work is undertaken in the community. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | We do not give grants. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | The Trustees provide leadership by acting as Day Leaders on the days the shed is open. This includes training and offering assistance to members while maintaining health and safety standards. Trustees and associate members have spent six months refurbishing our premises. Trustees have been trained in first aid. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity took over rented premises in Halifax in July 2024. The premises are a 19thcentury former textile mill which we have refurbished by installing a disabled toilet, a social area and a workshop. Trustees and associate members have benefitted by undertaking the refurbishment and making the premises fit for purpose, thus increasing social interaction, reducing isolation and learning new skills for those involved. The shed was formally opened to the public on 4th November 2024. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | We now have a fully functioning shed equipped to provide the facilities highlighted in our objectives |
| Performance of fundraising activities against objectives set |
Para 1.41 | We obtained grants totalling £2400 which were used to refurbish the premises. |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The main financial activity of the year has been utilising grants and donations to refurbish our new premises. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We end the financial year with approximately two years running costs in order to secure the short term future of the shed. |
| Amount of reserves held | Para 1.22 | £5810.96 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | During the past year we only benefitted from one months subscriptions, Further recruitment is necessary in order to generate income to pay expenses. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Grants, donations and associate members subscriptions. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | The main risk facing the charity is financial sustainability and there is a direct correlation between achieving sufficient subscriptions and the cost of running the shed. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Foundation Model Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO Foundation Model |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed to post by Trustees |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Phoenix Mens Shed Halifax |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1206239 |
| Charity’s principal address | Shaw Lodge Mills Halifax HX3 9ET |
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) |
|---|---|---|---|---|
| Michael Smith | Chairperson | Phoenix Mens Shed Trustees | ||
| Robert Clegg | Treasurer | Phoenix Mens Shed Trustees | ||
| Philip Pattinson | Secretary | Phoenix Mens Shed Trustees | ||
| Andrew Dean | Phoenix Mens Shed Trustees | |||
| Christopher Freeman | Phoenix Mens Shed Trustees | |||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Philip Pattinson Signature(s) Michael Smith Philip Pattinson Full name(s) Michael Smith Position (eg Secretary, Chairperson Secretary Chair, etc) Date 8/1/2025
Phoenix Mens Shed Halifax Annual Accounts 2023-24
Total Receipts and Payments for Year Ending 30/11/24
| Receipts | Unrestricted | Restricted | total |
|---|---|---|---|
| Donatons | £14,855.15 | £14,855.15 | |
| Grants | £2,400.00 | £2,400.00 | |
| Subscriptons | £150.00 | £150.00 | |
| Sale of Workwear | £218.80 | £218.80 | |
| Refunds | £194.54 | £194.54 | |
| Bank Interest | £90.59 | £90.59 | |
| Total Receipts | £15,509.08 | £2,400.00 | £17,909.08 |
| Payments | |||
| Rent | £3,793.46 | £3,793.46 | |
| Container Hire | £529.20 | £529.20 | |
| Tools and Equipment | £42.94 | £1,000.00 | £1,042.94 |
| ClothingWorkwear | £315.65 | £315.65 | |
| Insurance | £507.03 | £507.03 | |
| Removal Costs | £270.00 | £270.00 | |
| Training | £250.00 | £250.00 | |
| Premises Refurbishments | £3,947.72 | £950.00 | £4,897.72 |
| Computer statonery | £46.08 | £46.08 | |
| Web and internet | £227.56 | £227.56 | |
| Other | £169.48 | £49.00 | £218.48 |
| Total Payments | £9,849.12 | £2,249.00 | £12,098.12 |
| Balance Carried Forward | £5,659.96 | £151.00 | £5,810.96 |
| Balance made up of | |
|---|---|
| Current account | £520.37 |
| Savings Account | £5,290.59 |
| Total | £5,810.96 |