THE PHILIP AND CONNIE PHILLIPS FOUNDATION

Registered charity 1189984 · accounts filings on the Charity Commission register

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.

Objects

THE OBJECT OF THE CIO IS TO FURTHER SUCH CHARITABLE PURPOSES (CHARITABLE UNDER ENGLISH LAW) AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN PARTICULAR BUT NOT LIMITED TO THE ADVANCEMENT OF HEALTH OR THE SAVING OR LIVES BY MAKING GRANTS AND AWARDS TO REGISTERED CHARITIES IN KENT.

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

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Croydon, London, England (from the postcode on the register)

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.

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 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
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

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

Structured financials (annual return, FY ending 05/04/2021)

Per its annual return, cost of raising funds: 0.4% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• Deborah Jean Wilkeschair
• JANE ELIZABETH DAVIES
• John Austin
• Patrick du Casse

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

Operates in: Kent

Income and spending

Common questions

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 THE PHILLIPS FAMILY CHARITABLE TRUST.

• THE PHILLIPS FAMILY CHARITABLE TRUST income £100k
• THE ANTHONY & PAT CHARITABLE FOUNDATION income £174k
• PHILIP KING CHARITABLE TRUST income £220k
• KENT FAMILY FOUNDATION income £2.2m
• THE PHILLIPS CHARITABLE TRUST income £77k
• THE ROBERT MCALPINE FOUNDATION income £1.1m

Side by side with its peers

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