PHOENIX RETIREMENT ASSOCIATION (UPPER NORWOOD AREA)

Charity number: 295499
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Educational (speakers) and leisure activities (outings and socials) for retired elderly men and women.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £965
Total expenditure: £1,851

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Croydon

Governance

Registration history:
  • 22 January 1987: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emily Jane Jewell Trustee 11 March 2019
None on record
CAROLE ANN PEABODY Trustee
None on record
BARBARA WINIFRED BURLS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.82k £2.20k £0 £344 £965
Total expenditure £2.68k £234 £129 £974 £1.85k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 24 October 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 12 August 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 26 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 30 October 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED AND AMENDED 24TH NOVEMBER 1986

Charitable objects

(I) TO ADVANCE THE EDUCATION OF PERSONS IN THE UPPER NORWOOD AREA AND ITS ENVIRONS WHO HAVE ATTAINED THE AGE OF FIFTY YEARS OR WHO HAVE RETIRED FROM FULL-TIME EMPLOYMENT. (II) TO PROVIDE, OR ASSIST IN THE PROVISION OF, FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION FOR PERSONS WHO HAVE NEED OF SUCH FACILITIES AS AFORESAID BY REASON OF THEIR AGE OR SOCIAL OR ECONOMIC CIRCUMSTANCES WITH THE OBJECT OF ENCOURAGING ACTIVE PARTICIPATION OF MEMBERS IN COMMUNITY SERVICES SO AS TO ENHANCE THE QUALITY OF LIFE AND PROMOTE GOOD PUBLIC RELATIONS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UPPER NORWOOD AREA

Contact information

Address:
10 AUCKLAND CLOSE
LONDON
SE19 2DA
Phone:
02087719148
Email:
anneppike@outlook.com
Website:

No information available