PHASE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 30 October 2003
Removed: Not supplied
Company number supplied: 04927820
Financial period: 1 September 2024 – 31 August 2025
Latest income: £407,135
Latest expenditure: £419,251
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: REVEREND L EVANS, OWEN HOUSE, LITTLE CORNBOW, HALESOWEN, WEST MIDLANDS, B63 3AJ

Website recorded by the regulator: www.phasetrust.org.uk (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026
Date Annual Return Received: 8 June 2026
Date Accounts Received: 11 June 2026
Total Gross Income: £407,135
Total Gross Expenditure: £419,251

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 16 June 2025
Date Accounts Received: 16 June 2025
Total Gross Income: £327,665
Total Gross Expenditure: £399,062

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 4 June 2024
Date Accounts Received: 4 June 2024
Total Gross Income: £289,983
Total Gross Expenditure: £359,397

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 18 May 2023
Date Accounts Received: 18 May 2023
Total Gross Income: £413,404
Total Gross Expenditure: £321,554

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 19 May 2022
Date Accounts Received: 19 May 2022
Total Gross Income: £397,180
Total Gross Expenditure: £264,443

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 September 2024
Fin Period End Date: 31 August 2025
Ar Due Date: 30 June 2026
Ar Received Date: 8 June 2026
Total Gross Income: £407,135
Total Gross Expenditure: £419,251
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £6
Income From Government Contracts: 61626
Income From Government Grants: £79,043
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: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 16 June 2025
Total Gross Income: £327,665
Total Gross Expenditure: £399,062
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £7
Income From Government Grants: £136,294
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: 22

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 4 June 2024
Total Gross Income: £289,983
Total Gross Expenditure: £359,397
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £115,928
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 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 18 May 2023
Total Gross Income: £413,404
Total Gross Expenditure: £321,554
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £158,795
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 14

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 19 May 2022
Total Gross Income: £397,180
Total Gross Expenditure: £264,443
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £5
Income From Government Grants: £107,872
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Birmingham City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Dudley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wolverhampton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Worcestershire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Solihull
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sandwell
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Walsall
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

07 Official extract

Charity Event History

Charity Name: PHASE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-10-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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: WEST MIDLANDS

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Bullying and harassment policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management