THE PHILIP AND CONNIE PHILLIPS FOUNDATION
A grant making trust providing support to other charities that can demonstrate their impact on the health and wellbeing of their local community, with an emphasis on supporting elderly people who are isolated and vulnerable. The Foundation is currently focussed on supporting beneficiaries living in Kent.
Financial health, per its FY2025 accounts
The accounts state that net assets decreased from £1,715,889 to £1,549,266 due to a net expenditure of £166,623, driven by grants paid of £327,678 against investment income of £21,927. The trustees maintain a reserves policy targeting approximately twelve months of unrestricted charitable expenditure, and the current unrestricted reserves of £1,404,092 are significantly above this target. The charity does not actively fundraise and relies on investment returns, with no material uncertainties or governance failures disclosed.
What the accounts disclose
“The trustees aim to maintain its liquid funds at a level which equates to approximately twelve months of unrestricted charitable expenditure.” — page 6
“During the year, the charity incurred expenses of £1,698 (2024: £1,740) from TC SWP Ltd (formerly Simpson Wreford and Partners), an accountancy firm which P du Cassé jointly controls with others. These expenses were wholly in relation to statutory accounting services.” — page 17
Structured financials (annual return, FY ending 05/04/2021)
Trustees
- Deborah Jean Wilkeschair
- JANE ELIZABETH DAVIES
- John Austin
- Patrick du Casse
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £172k | £339k |
| 05/04/2024 | £144k | £370k |
| 05/04/2023 | £32k | £420k |
| 05/04/2022 | £31k | £256k |
| 05/04/2021 | £2.5m | £116k |
Common questions
Is THE PHILIP AND CONNIE PHILLIPS FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that net assets decreased from £1,715,889 to £1,549,266 due to a net expenditure of £166,623, driven by grants paid of £327,678 against investment income of £21,927. The trustees maintain a reserves policy targeting approximately twelve months of unrestricted charitable expenditure, and the current unrestricted reserves of £1,404,092 are significantly above this target. The charity does not actively fundraise and relies on investment returns, with no material uncertainties or governance failures disclosed. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WHITEHEAD MONCKTON CHARITABLE FOUNDATION | 1 | — |
| THE AMATEURS TRUST | 1 | £96k |
| CORAM LIFE EDUCATION | 1 | £20k |
| THE THOMAS J HORNE MEMORIAL TRUST | 1 | £13k |
| SOMERSET COMMUNITY FOUNDATION | 1 | £11k |
| THE COLYER-FERGUSSON CHARITABLE TRUST | 1 | £10k |
| CANTIACORUM FOUNDATION | 1 | £7k |
| TALBOT VILLAGE TRUST | 1 | £5k |
Charities like this
- THE LEONARD AND SUZANNE PHILLIPS FOUNDATION
- STEP (SUPPORTING THE ELDERLY PEOPLE)
- DORSET COMMUNITY FOUNDATION
- GIVINGWORKS
- LIONS CLUBS INTERNATIONAL DISTRICT 105SW FOUNDATION (CIO)
- FOWLER SMITH AND JONES TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PHILIP AND CONNIE PHILLIPS FOUNDATION | £172k | — | 0 | above | — | no doubt |
| THE LEONARD AND SUZANNE PHILLIPS FOUNDATION | £333k | — | 0 | unclear | — | no doubt |
| STEP (SUPPORTING THE ELDERLY PEOPLE) | £108k | — | 0 | unclear | — | no doubt |
| DORSET COMMUNITY FOUNDATION | £2.6m | — | — | unclear | — | no doubt |
| GIVINGWORKS | £1.4m | — | 0 | unclear | — | no doubt |
| LIONS CLUBS INTERNATIONAL DISTRICT 105SW FOUNDATION (CIO) | £184k | — | 0 | above | — | no doubt |