PHOENIX HEALTH AND WELLBEING

Charity Number: 1154273
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Phoenix Health and Wellbeing support the needs of people affected by mental, emotional or physical health issues to promote their good health and wellbeing. This support is in the form of talking and complementary therapies and by providing information and support. Phoenix Health and Wellbeing will also provide information and training to other professionals involved in this field.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £226,981
Total expenditure: £215,668

People

5 Trustee(s)

20 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
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Leeds City

Governance

Registration history:
  • 18 October 2013: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Aspland Chair 07 September 2018
None on record
Michael Hall Trustee 06 September 2023
None on record
Helen Matthews Trustee 06 September 2023
None on record
Rachel Dixon Trustee 05 September 2023
None on record
Andy Hewitt Trustee 08 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £212.42k £182.25k £238.90k £192.83k £226.98k
Total expenditure £188.88k £151.16k £190.88k £190.63k £215.67k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £86.60k £17.59k £8.82k 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 March 2024 31 October 2024 On Time
Accounts and TAR 31 March 2024 31 October 2024 On Time Download Open in new window
Annual return 31 March 2023 16 January 2024 On Time
Accounts and TAR 31 March 2023 16 January 2024 On Time Download Open in new window
Annual return 31 March 2022 01 December 2022 On Time
Accounts and TAR 31 March 2022 01 December 2022 On Time Download Open in new window
Annual return 31 March 2021 11 January 2022 On Time
Accounts and TAR 31 March 2021 11 January 2022 On Time Download Open in new window
Annual return 31 March 2020 13 October 2020 On Time
Accounts and TAR 31 March 2020 13 October 2020 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.

CIO - Foundation Registered 18 Oct 2013 as amended on 07 Sep 2023

Charitable objects

THE PRESERVATION AND PROTECTION OF GOOD HEALTH FOR THE PUBLIC BENEFIT BY SUPPORTING THE NEEDS OF THOSE PERSONS AFFECTED BY MENTAL, EMOTIONAL OR PHYSICAL HEALTH ISSUES THROUGH THE PROVISION OF COUNSELLING, SUPPORT, INFORMATION AND REFLEXOLOGY, REIKI, INDIAN HEAD MASSAGE AND SWEDISH MASSAGE AND THROUGH EDUCATION AND TRAINING TO MEMBERS OF SUCH PROFESSIONS IN ORDER TO ENSURE THE BENEFICIARIES RECEIVING SUCH TREATMENTS RECEIVE THE BEST POSSIBLE SERVICE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Lower Ground Floor
30 Park Place
Leeds
West Yorkshire
LS1 2SP
Phone:
01132340818
Email:
info@phoenixhealthandwellbeing.org.uk
Website:

www.phoenixhealthandwellbeing.org.uk Open in new window