THE PHOENIX TRUST (MILTON) LTD

Registered charity 1118548 · accounts filings on the Charity Commission register

To make a positive contribution to the lives of people with learning disabilities or complex needs, through the provision of a meaningful experience of work and the development of social and life skills, whilst showing the general public and wider community what can be achieved within an inclusive culture and empowering environment.

Causes: Education/training · Disability · Economic/community Development/employment · website · Get email alerts

Latest income
£256k
Latest spending
£256k
Registered
2007
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net outgoing resource of £109 for the year, resulting in total unrestricted funds of £146,996. The trustees confirm that cash balances of £140,714 are sufficient for immediate ongoing requirements, and the charity maintains a general reserve of £10,000 alongside a policy to hold three months' operational costs as contingency.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Public fundraising profile: JustGiving — The Phoenix Trust (matched by registered charity number).

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram · linkedin

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cambridgeshire · Central Bedfordshire · Hertfordshire · Suffolk

Income and spending

Financial year endIncomeSpending
31/03/2025£256k£256k
31/03/2024£260k£207k
31/03/2023£193k£191k
31/03/2022£185k£160k
31/03/2021£175k£129k

Common questions

Is THE PHOENIX TRUST (MILTON) LTD financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net outgoing resource of £109 for the year, resulting in total unrestricted funds of £146,996. The trustees confirm that cash balances of £140,714 are sufficient for immediate ongoing requirements, and the charity maintains a general reserve of £10,000 alongside a policy to hold three months' operational costs as contingency. Its FY2025 accounts were independently examined.

Who funds THE PHOENIX TRUST (MILTON) LTD?

Funders whose own accounts filings name THE PHOENIX TRUST (MILTON) LTD as a grant recipient include THE BAILY THOMAS CHARITABLE FUND.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE BAILY THOMAS CHARITABLE FUNDFY2025£20kGeneral Grant

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund25/02/2009£9kMoving Forward

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 PHOENIX AUTISM TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE PHOENIX TRUST (MILTON) LTD£256kunclearno doubt
PHOENIX AUTISM TRUST FY2025£2.5munclearno doubt
MERCURY PHOENIX TRUST FY2024£516k0unclearno doubt
PHOENIX COMMUNITY CARE LIMITED FY2024£2.2m0unclearno doubt
THE PHOENIX CHILDREN'S FOUNDATION FY2025£173k0unclearno doubt
PHOENIX SOCIAL ENTERPRISE LIMITED FY2025£476k0unclearno doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.