PHASE TRUST

Charity number: 1100404
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Phase Trust operate a number of projects working with schools, community groups and statutory bodies.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £327,665
Total expenditure: £399,062

Total income includes £136,294 from 7 government grant(s)

People

7 Trustee(s)

22 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Birmingham City
  • Dudley
  • Sandwell
  • Solihull
  • Walsall
  • Wolverhampton
  • Worcestershire

Governance

Registration history:
  • 30 October 2003: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
04927820 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
REV L EVANS Chair 30 October 2003
None on record
Erin Docherty Trustee 07 September 2020
None on record
Thomas Gregory Trustee 07 September 2020
None on record
Paul Campbell Trustee 07 September 2020
None on record
Dr Sarah Fung Trustee 01 March 2015
None on record
DR L Adams Trustee 07 April 2014
None on record
MRS L BALL Trustee 30 October 2003
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £349.52k £397.18k £413.40k £289.98k £327.67k
Total expenditure £281.34k £264.44k £321.55k £359.40k £399.06k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £104.25k £107.87k £158.79k £115.93k £136.29k

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 August 2024 16 June 2025 On time
Accounts and TAR 31 August 2024 16 June 2025 On time Download Open in new window
Annual return 31 August 2023 04 June 2024 On time
Accounts and TAR 31 August 2023 04 June 2024 On time Download Open in new window
Annual return 31 August 2022 18 May 2023 On time
Accounts and TAR 31 August 2022 18 May 2023 On time Download Open in new window
Annual return 31 August 2021 19 May 2022 On time
Accounts and TAR 31 August 2021 19 May 2022 On time Download Open in new window
Annual return 31 August 2020 16 June 2021 On time
Accounts and TAR 31 August 2020 16 June 2021 On time Download Open in new window
Submit annual return Open in new window

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.

MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 9TH OCTOBER 2003

Charitable objects

TO PROMOTE THE DEVELOPMENT OF YOUNG PEOPLE ACHIEVING THEIR FULL PHYSICAL, INTELLECTUAL, SOCIAL AND SPIRITUAL POTENTIAL AS INDIVIDUALS, THE ADVANCEMENT OF EDUCATION AND THE ADVANCEMENT OF THE CHRISTIAN FAITH.

Area of benefit

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

WEST MIDLANDS

Contact information

Address:
REVEREND L EVANS
OWEN HOUSE
LITTLE CORNBOW
HALESOWEN
WEST MIDLANDS
B63 3AJ
Phone:
01215013542
Email:
info@phasetrust.org.uk
Website:

www.phasetrust.org.uk Open in new window