THE PHOENIX TRUST

Registered charity 297938 · accounts filings on the Charity Commission register

Conservation of Historic buildings for public use

Causes: General Charitable Purposes · Environment/conservation/heritage · website · Get email alerts

Latest income

£70k

Latest spending

£68k

Registered

1987

Accounts read

FY2025

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

Reserves policy: 4 to 6 months expenditure (held: £299k)

“The reserves policy is such that the charity aims to maintain a level of unrestricted reserves representing 4 to 6 months expenditure.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Amount owed to related charity

“At the year end the charity owed a balance of £2,130 (2024 - £2,130) to a related charity known as The Claydon House Trust and also owed a balance of £7,365 (2024 - £7,365) to a related entity known as Claydon Estate LLP. In addition included in trade debtors above is a balance of £8,100 due from Claydon Estate LLP.” — page 14

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

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

Financial year end	Income	Spending
31/03/2025	£70k	£68k
31/03/2024	£67k	£72k
31/03/2023	£91k	£106k
31/03/2022	£96k	£97k
31/03/2021	£58k	£84k

Common questions

Is THE PHOENIX TRUST financially healthy?

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. Its FY2025 accounts were independently examined.