PHOENIX HEALTH AND WELLBEING — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 18 October 2013
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £221,932
Latest expenditure: £261,897
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Lower Ground Floor, 30 Park Place, Leeds, West Yorkshire, LS1 2SP

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

02 Activities

What the charity does

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.

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: 12 January 2026
Date Accounts Received: 12 January 2026
Total Gross Income: £221,932
Total Gross Expenditure: £261,897

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 October 2024
Date Accounts Received: 31 October 2024
Total Gross Income: £226,981
Total Gross Expenditure: £215,668

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: 16 January 2024
Date Accounts Received: 16 January 2024
Total Gross Income: £192,834
Total Gross Expenditure: £190,633

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: 1 December 2022
Date Accounts Received: 1 December 2022
Total Gross Income: £238,897
Total Gross Expenditure: £190,884

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: 11 January 2022
Date Accounts Received: 11 January 2022
Total Gross Income: £182,249
Total Gross Expenditure: £151,156

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: 12 January 2026
Total Gross Income: £221,932
Total Gross Expenditure: £261,897
Grant Making Is Main Activity: No
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: 20

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 October 2024
Total Gross Income: £226,981
Total Gross Expenditure: £215,668
Grant Making Is Main Activity: No
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: 20

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: 16 January 2024
Total Gross Income: £192,834
Total Gross Expenditure: £190,633
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £8,821
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: 20

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: 1 December 2022
Total Gross Income: £238,897
Total Gross Expenditure: £190,884
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: £3
Income From Government Grants: £17,586
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: 11 January 2022
Total Gross Income: £182,249
Total Gross Expenditure: £151,156
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: £10
Income From Government Grants: £86,600
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 26

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Leeds City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

07 Official extract

Charity Event History

Charity Name: PHOENIX HEALTH AND WELLBEING
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2013-10-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Volunteer management

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Complaints policy and procedures