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.

Objects

A) To respect and celebrate everyone’s differences and support everyone’s rights.B) To enhance the lives of people with learning disabilities or complex needs, through the provision of a meaningful experience of work and the development of employability and social skills.C) To encourage the growth of self-confidence of co-workers attending Phoenix, and the desire to learn, progress and achieve qualifications as appropriate.D) To provide advice, guidance and support as needed.E) To further these aims through active community engagement, fundraising and sourcing of grants and donations.

Area of benefit: NOT DEFINED IN PRACTICE MILTON, CAMBRIDGESHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: South Cambridgeshire, East of England, England (from the postcode on the register)

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.

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
• Investing charity funds policy and procedures
• Investment
• 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
• Trustee expenses 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.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2021 (received 21/03/2022, 49 days after the 31/01/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 06007360

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

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• BEASTALL, Paul Vernon Edward — director, appointed 01/09/2026on trustee list
• ANDERSON, Susan — director, appointed 13/05/2025on trustee list
• HEARMON, Elizabeth — director, appointed 11/04/2025on trustee list
• SCARBOROUGH, Howard Edward — director, appointed 07/04/2025on trustee list
• THOMAS, Graham John — director, appointed 19/09/2024on trustee list
• HOWTING, Malcolm — director, appointed 31/10/2023on trustee list
• HOBLEY, Charles — director, appointed 21/04/2015on trustee list

Official officers record.

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

• Charles Hobley
• Elizabeth Hearmon
• Graham John Thomas
• Howard Edward Scarborough Mr
• Malcolm Howting
• Neil Trevor Cook
• Paul Beastall
• SUSAN ANDERSON · trustee of 1 other charity

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

Operates in: Cambridgeshire · Central Bedfordshire · Hertfordshire · Suffolk

Income and spending

Common questions

Known funders

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

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 PHOENIX AUTISM TRUST.

• PHOENIX AUTISM TRUST income £2.5m
• THE PHOENIX SCHOOL FOR AUTISM CHARITABLE TRUST income £66k
• THE PHOENIX TRUST income £70k
• PHOENIX COMMUNITY & YOUTH PROJECT income £80k
• FRIENDS OF PHOENIX SPECIAL SCHOOL income £100k
• MERTON MENCAP income £767k

Side by side with its peers

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