01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 18 August 1992
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £515,829
- Latest expenditure
- £890,501
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: DALES EVANS & CO LTD, 88 BAKER STREET, LONDON, W1U 6TQ
Website recorded by the regulator: mercuryphoenixtrust.com (displayed as text)
02 Activities
What the charity does
To help relieve poverty, sickness and distress associated with AIDs
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 30 January 2026
- Date Accounts Received
- 30 January 2026
- Total Gross Income
- £515,829
- Total Gross Expenditure
- £890,501
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 31 January 2025
- Date Accounts Received
- 31 January 2025
- Total Gross Income
- £500,838
- Total Gross Expenditure
- £1,033,762
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 31 January 2024
- Date Accounts Received
- 31 January 2024
- Total Gross Income
- £606,180
- Total Gross Expenditure
- £817,562
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 31 January 2023
- Date Accounts Received
- 31 January 2023
- Total Gross Income
- £634,465
- Total Gross Expenditure
- £699,817
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 28 January 2022
- Date Accounts Received
- 28 January 2022
- Total Gross Income
- £737,116
- Total Gross Expenditure
- £353,104
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 January 2026
- Total Gross Income
- £515,829
- Total Gross Expenditure
- £890,501
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 11
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 31 January 2025
- Total Gross Income
- £500,838
- Total Gross Expenditure
- £1,033,762
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 10
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Total Gross Income
- £606,180
- Total Gross Expenditure
- £817,562
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 10
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 31 January 2023
- Total Gross Income
- £634,465
- Total Gross Expenditure
- £699,817
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 20
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 28 January 2022
- Total Gross Income
- £737,116
- Total Gross Expenditure
- £353,104
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 1
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 January 2026
- Income Donations And Legacies
- 325189
- Income Other Trading Activities
- 100405
- Income Charitable Activities
- 0
- Income Investments
- 90235
- Income Other
- 0
- Income Total Income And Endowments
- 515829
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £22,992
- Expenditure Charitable Expenditure
- £867,509
- Expenditure Other
- 0
- Expenditure Total
- 890501
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 813382
- Expenditure Governance
- 1560
- Expenditure Support Costs
- 12130
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,858,996
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,194,339
- Assets Total Liabilities
- £335,343
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,858,996
- Creditors One Year Total Current
- 335343
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,113,375
- Funds Endowment
- 0
- Funds Unrestricted
- 1858996
- Funds Restricted
- 0
- Funds Total
- 1858996
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 31 January 2025
- Income Donations And Legacies
- 375383
- Income Other Trading Activities
- 97718
- Income Charitable Activities
- 0
- Income Investments
- 27737
- Income Other
- 0
- Income Total Income And Endowments
- 500838
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £45,831
- Expenditure Charitable Expenditure
- £987,931
- Expenditure Other
- 0
- Expenditure Total
- 1033762
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 9820
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,233,668
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,463,285
- Assets Total Liabilities
- £229,617
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,233,668
- Creditors One Year Total Current
- 229617
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,463,285
- Funds Endowment
- 0
- Funds Unrestricted
- 2233668
- Funds Restricted
- 0
- Funds Total
- 2233668
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Income Donations And Legacies
- 564515
- Income Other Trading Activities
- 38449
- Income Charitable Activities
- 0
- Income Investments
- 3216
- Income Other
- 0
- Income Total Income And Endowments
- 606180
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £48,648
- Expenditure Charitable Expenditure
- £768,914
- Expenditure Other
- 0
- Expenditure Total
- 817562
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 764342
- Expenditure Governance
- 1500
- Expenditure Support Costs
- 3072
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,766,592
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,975,045
- Assets Total Liabilities
- £208,453
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,766,592
- Creditors One Year Total Current
- 208453
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,975,045
- Funds Endowment
- 0
- Funds Unrestricted
- 2766592
- Funds Restricted
- 0
- Funds Total
- 2766592
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 31 January 2023
- Income Donations And Legacies
- 597035
- Income Other Trading Activities
- 37145
- Income Charitable Activities
- 0
- Income Investments
- 285
- Income Other
- 0
- Income Total Income And Endowments
- 634465
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £27,939
- Expenditure Charitable Expenditure
- £671,878
- Expenditure Other
- 0
- Expenditure Total
- 699817
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 642976
- Expenditure Governance
- 1440
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 9962
- Reserves
- £2,977,974
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,267,171
- Assets Total Liabilities
- £289,197
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,977,974
- Creditors One Year Total Current
- 289197
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,267,171
- Funds Endowment
- 0
- Funds Unrestricted
- 2977974
- Funds Restricted
- 0
- Funds Total
- 2977974
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 28 January 2022
- Income Donations And Legacies
- 710878
- Income Other Trading Activities
- 24076
- Income Charitable Activities
- 0
- Income Investments
- 2162
- Income Other
- 0
- Income Total Income And Endowments
- 737116
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £21,105
- Expenditure Charitable Expenditure
- £331,999
- Expenditure Other
- 0
- Expenditure Total
- 353104
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 270706
- Expenditure Governance
- 1500
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,043,326
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,083,690
- Assets Total Liabilities
- £40,364
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,043,326
- Creditors One Year Total Current
- 40364
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,083,690
- Funds Endowment
- 0
- Funds Unrestricted
- 3043326
- Funds Restricted
- 0
- Funds Total
- 3043326
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Botswana
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Malawi
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Nepal
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- India
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Tanzania
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Ghana
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Zambia
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Rwanda
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Burma
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Ethiopia
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- South Africa
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Kenya
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Madagascar
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Uganda
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Bangladesh
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Burundi
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Brazil
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- South America
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- MERCURY PHOENIX TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1992-08-18T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 29TH JULY 1992
- Charitable Objects
- (I)TO RELIEVE THE POVERTY SICKNESS AND DISTRESS OF PEOPLE WITH ACQUIRED IMMUNE DEFICIENCY SYNDROME (AIDS) AND HUMAN IMMUNO-DEFICIENCY VIRUS (HIV) (II)TO ADVANCE THE EDUCATION OF THE PUBLIC IN GENERAL IN THE ABOVE CONDITIONS THEIR TRANSMISSION TREATMENT AND CONSEQUENCES (III)THE PROVISION SUPPORT AND MAINTENANCE OF RESEARCH INTO THE CAUSES AND CURE OF AND HOSPICES SERVICES AND OTHER FACILITIES FOR THE TREATMENT OF AND ALLEVIATION OF THE SUFFERING OF PERSONS WITH THE ABOVE CONDITIONS (IV)THE CONDUCT AND SUPPORT OF RESEARCH INTO THE CAUSES AND CURE OF THE ABOVE CONDITIONS, TOGETHER WITH OTHER MEDICAL CONDITIONS RELATED TO/ASSOCIATED WITH OR OTHERWISE ALLIED/LINKED TO AIDS AND/OR HIV.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Complaints handling
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Paying staff
- Policy Name
- Internal charity financial controls policy and procedures