PHOENIX AUTISM TRUST
Financial health, per its FY2025 accounts
The accounts state a net surplus of £100,606 for the year, with unrestricted reserves standing at £1,568,902. The Trustees consider these reserves adequate to cover contractual commitments and support future development, including the search for new premises. The charity maintains a reserves policy target of six months of expenditure, which it currently exceeds.
What the accounts disclose
“The Trustees consider it prudent to maintain an adequate balance of unrestricted funds to cover the charity’s contractual commitments and ideally would like these to be at a minimum level of 6 months of expenditure.” — page 5
“During the year £247,106 (2024: £254,157) was paid/payable to The Phoenix Primary and Secondary School for recharges of resources used where Jonathon Caunt is a governor.” — page 25
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- STEWART HARRISchair
- ANDREW SCOTT LUSK
- Jonathon Caunt
- Malgorzata Dawson
- Michael Samuels
- Michael Wojcik
- Tina Sode
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £2.5m | £2.4m |
| 31/08/2024 | £1.9m | £1.8m |
| 31/08/2023 | £1.8m | £1.5m |
| 31/08/2022 | £1.2m | £889k |
| 31/08/2021 | £998k | £755k |
Common questions
Is PHOENIX AUTISM TRUST financially healthy?
The accounts state a net surplus of £100,606 for the year, with unrestricted reserves standing at £1,568,902. The Trustees consider these reserves adequate to cover contractual commitments and support future development, including the search for new premises. The charity maintains a reserves policy target of six months of expenditure, which it currently exceeds. Its FY2025 accounts were audited by RAA Audit LLP.