## **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|
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## – 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**||||