Trustees’ Annual Report for the period
From 15[th] December 2024 To 14[th] December 2025
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 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 shed was formally opened to the public on 4thNovember 2024, therefore this has been our first full year in operation. Membership numbers has steadily increased during the year and current membership stands at 22 which includes a number of men who have health problems and some who are widowed and were at risk of becoming socially isolated. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
We have worked to improve the facilities in the workshop and the addition of equipment has enabled us to widen the range of activities offered to members. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We obtained grants totalling £3142 which allowed us to replace older equipment and to purchase additional equipment. |
| 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 | Although funds carried over from the previous year were reduced the overall financial position was in line with our forecast and remains healthy. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to provide running costs and funding for replacement equipment as required. |
| Amount of reserves held | Para 1.22 | £3559 |
| 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 | None currently. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) | 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 an subscriptions. |
d associate members |
| 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 sustainability and the correlation between subscriptions, grants cost of running the s |
the charity is financial re is a direct achieving sufficient and donations and the hed. |
| Other |
| Additional information (optional) | Additional information (optional) | Additional information (optional) | 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 an subscriptions. |
d associate members |
| 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 sustainability and the correlation between subscriptions, grants cost of running the s |
the charity is financial re is a direct achieving sufficient and donations and the hed. |
| 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:
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 (if any) |
|---|---|---|---|---|
| Michael Smith | Chairperson | Phoenix Mens Shed Trustees | ||
| Robert Clegg | Treasurer | Phoenix Mens Shed Trustees | ||
| PhilipPattinson | Secretary | Phoenix Mens Shed Trustees | ||
| Andrew Dean | Phoenix Mens Shed Trustees | |||
| Christopher Freeman |
Phoenix Mens Shed Trustees | |||
| Harold Holgate | 23/07/2025 | 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
P Pattinson Signature(s) M Smith Philip Pattinson Full name(s) Michael Smith
Position (eg Secretary, Chairperson Secretary Chair, etc) Date 10/08/2026
Phoenix Mens Shed Halifax Annual Accounts 2024-2025
Total Receipts and Payments for Year Ending 30/11/25
| Receipts | Unrestricted | Restricted | Total |
|---|---|---|---|
| Carry Forward 2023/24 | £5,659.96 | £151.00 | £5,810.96 |
| Subscriptions | £1,625.00 | £1,625.00 | |
| Grants | £3,142.00 | £3,142.00 | |
| Donations | £2,604.57 | £2,604.57 | |
| Sales | £244.36 | £244.36 | |
| HMRC Charity Tax Refund | £517.53 | £517.53 | |
| Bank Interest | £78.02 | £78.02 | |
| Total | £10,729.44 | £3,293.00 | £14,022.44 |
| Payments | Unrestricted | Restricted | Total |
| Rents | £2,160.00 | £2,160.00 | |
| Tools and Equipment | £2,045.46 | £3,188.95 | £5,234.41 |
| Insurance | £506.25 | £506.25 | |
| Web and Communications | £266.92 | £266.92 | |
| Computer and Stationery | £6.19 | £104.05 | £110.24 |
| Consumables | £67.03 | £67.03 | |
| Electricity and Water | £1,975.06 | £1,975.06 | |
| Other | £142.88 | £142.88 | |
| Total | £7,169.79 | £3,293.00 | £10,462.79 |
| Balace | £3,559.65 | £0.00 | £3,559.65 |
| Balance made up of ; Current account £341.00 Savings account £3,218.65 Total £3,559.65 |