THE PHILIP AND CONNIE PHILLIPS FOUNDATION

Charity number: 1189984
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A grant making trust providing support to other charities that can demonstrate their impact on the health and wellbeing of their local community, with an emphasis on supporting elderly people who are isolated and vulnerable. The Foundation is currently focussed on supporting beneficiaries living in Kent.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £143,717
Total expenditure: £370,498

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Kent

Governance

Registration history:
  • 17 June 2020: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not 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
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Deborah Jean Wilkes Chair 17 June 2020
None on record
Patrick du Casse Trustee 17 June 2020
None on record
John Austin Trustee 17 June 2020
None on record
JANE ELIZABETH DAVIES Trustee 17 June 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £2.54m £30.64k £31.58k £143.72k
Total expenditure £115.77k £256.46k £419.55k £370.50k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies £2.52m N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A
Income - Endowments £0 N/A N/A N/A
Income - Investment £17.59k N/A N/A N/A
Income - Other £0 N/A N/A N/A
Income - Legacies £2.52m N/A N/A N/A
Expenditure - Charitable activities £105.64k N/A N/A N/A
Expenditure - Raising funds £10.14k N/A N/A N/A
Expenditure - Governance £0 N/A N/A N/A
Expenditure - Grants institution £85.00k N/A N/A N/A
Expenditure - Investment management £10.14k N/A N/A N/A
Expenditure - Other £0 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 05 April 2024 05 February 2025 On time
Accounts and TAR 05 April 2024 05 February 2025 On time
Annual return 05 April 2023 31 January 2024 On time
Accounts and TAR 05 April 2023 31 January 2024 On time
Annual return 05 April 2022 31 January 2023 On time
Accounts and TAR 05 April 2022 31 January 2023 On time
Annual return 05 April 2021 31 January 2022 On time
Accounts and TAR 05 April 2021 31 January 2022 On time
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 17 Jun 2020

Charitable objects

THE OBJECT OF THE CIO IS TO FURTHER SUCH CHARITABLE PURPOSES (CHARITABLE UNDER ENGLISH LAW) AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN PARTICULAR BUT NOT LIMITED TO THE ADVANCEMENT OF HEALTH OR THE SAVING OR LIVES BY MAKING GRANTS AND AWARDS TO REGISTERED CHARITIES IN KENT.

Contact information

Address:
c/o SIMPSON WREFORD & PARTNERS
SUFFOLK HOUSE
GEORGE STREET
CROYDON
CR0 0YN
Phone:
02086815500
Email:
debbie.wilkes@simpsonwreford.com
Website:

www.pcphillipsfoundation.org Open in new window