THE PHOENIX TRUST

Registered charity 297938 · accounts filings on the Charity Commission register

Conservation of Historic buildings for public use

Objects

1. THE ACQUISITION, MAINTENANCE, PRESERVATION OR RESTORATION OF BUILDINGS OF ARCHITECTURAL OR HISTORIC INTEREST FOR THE PUBLIC BENEFIT. 2. SUCH CHARITABLE PURPOSES CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: NOT DEFINED

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 · Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £299,142 against a policy target of 4 to 6 months of expenditure. The charity reported a net surplus of £1,683 for the year, with total funds increasing to £1,003,058. The trustees confirmed adequate resources for going concern.

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 policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds 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

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

Trustees · trustee networks

• NICHOLAS EDMUND VERNEY · trustee of 1 other charity
• SIR EDMUND RALPH VERNEY BA, FRICS · trustee of 2 other charities
• Thomas Michael Wheelwright · trustee of 1 other charity

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

Operates in: Buckinghamshire

Income and spending

Common questions