PHASE TRUST
Registered charity 1100404 · accounts filings on the Charity Commission register
Phase Trust operate a number of projects working with schools, community groups and statutory bodies.
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
The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.
Causes: Education/training · Religious Activities · Arts/culture/heritage/science · Amateur Sport · website · Get email alerts
Registered contact address: Dudley, West Midlands, England (from the postcode on the register)
Financial health, per its FY2025 accounts
The accounts state that Phase Trust reported a net expenditure deficit of £12,116 for the year ended 31 August 2025, compared to a deficit of £71,397 in the prior year. The trustees acknowledge ongoing challenges regarding increased salary costs and funding uncertainty but maintain that the charity has adequate resources to continue operating for at least the next two years.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: six months expenditure (reserves figure: £200k)
“the board considers it prudent to set aside an amount equivalent to six months expenditure within the designated reserves. For the period 2025/26 this equates to £200,000”
Per its FY2025 accounts as filed with the Charity Commission.
Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.
Policies the charity declares
In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.
Self-declared on the annual return for the financial year ending 31/08/2025
- Volunteers: 10
- Government income: £140,669 — contracts £61,626 (1), grants £79,043 (6); 35% of the £407,135 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 22
- Government income: £136,294 — grants £136,294 (7); 42% of the £327,665 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/08/2023
- Volunteers: 10
- Government income: £115,928 — grants £115,928 (5); 40% of the £289,983 total gross income on the same return
Source: this charity’s annual returns on the Charity Commission register.
Public fundraising profile: JustGiving — Phase Trust (matched by registered charity number).
Public-sector contracts awarded
From the official Contracts Finder and Find a Tender notices (supplier matched by exact registered name). Contract income is distinct from grants.
- REV L EVANSchair
- DR L Adams
- Dr Sarah Fung
- Erin Docherty
- MRS L BALL
- Paul Campbell
- Thomas Gregory
Trustee list from the Charity Commission register (current, not historical).
Operates in: Birmingham City · Dudley · Sandwell · Solihull · Walsall · Wolverhampton · Worcestershire
Income and spending
Common questions
Is PHASE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that Phase Trust reported a net expenditure deficit of £12,116 for the year ended 31 August 2025, compared to a deficit of £71,397 in the prior year. The trustees acknowledge ongoing challenges regarding increased salary costs and funding uncertainty but maintain that the charity has adequate resources to continue operating for at least the next two years. Its FY2025 accounts were independently examined.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with PHASES SOCIAL ENTERPRISE.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.