Finance Score: 2
Governance Score: 5
Support Score: 9
  • Strong growth: +2
  • No PartB
  • Only 4 Trustees: -1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +9
Overall GiG Score: 16 ?

PHOENIX ENTERPRISES (SWINDON) LTD 

We work with adults experiencing mental health problems, providing a supportive training and workplace environment. The majority of the work undertaken is of a commercial nature
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received

Regulatory & Governance issues to consider:

  • There are only 4 trustees

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£242£226£15n/an/an/an/an/a20
31/03/22£267£270£-3n/an/an/an/an/a21
31/03/21£188£130£59n/an/an/an/an/a21
31/03/20£117£96£21n/an/an/an/an/a8
31/03/19£99£82£17n/an/an/an/an/a6
31/03/18£73£55£18£0£0£0n/a00
31/03/17£66£68£-2£0£0£0n/a00
31/03/16*£51£47£4£0£0£0n/a00
31/03/15£32£49£-17£0£0£0n/a00
31/03/14£74£76£-2£0£0£0n/a00
31/03/13£79£95£-16£0£0£0n/a00
31/03/12£92£90£2£0£0£0n/a00
31/03/11£100£103£-3£0£0£0n/a00
31/03/10£94£108£-15£0£0£0n/a00
31/03/09£103£111£-8£0£0£0n/a00
31/03/08£136£124£12£0£0£0n/a00
31/03/07£133£114£18£0£0£0n/a00
31/03/06£122£99£24£0£0£0n/a00
31/03/05*£85£90£-4£0£0£0n/a00
31/03/04*£110£105£5£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 22 years

www.phoenixenterprises.co.uk

info@phoenixenterprises.co.uk

01793542321

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
GiG Classification
  • Environment conservation & animal welfare advocacy
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Swindon, Wiltshire,
Who it helps
  • People With Disabilities
Who works here?
  • Unknown number of employees
  • 20 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£150,460
Wiltshire Community Foundation£20,000
Co-Operative Group£10,382
DCMS£9,860
Cheshire Community Foundation£4,231
The Foyle Foundation£3,000
Sir Jules Thorn Charitable Trust£2,500
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Phoenix Enterprises
£150,460 30/08/2023
This funding will be used to provide work experience life skills and holistic support to adults who are struggling to find appropriate work or return to work. The project aims to provide participants ....more
Sir Jules Thorn Charitable Trust - Phoenix Enterprises (Swindon) Ltd - 03/11/22
£2,500 09/12/2022
Core Funding
Co-Operative Group - Grant to The Pásalo Project
£4,543 22/10/2022
We would like to train and support volunteer interpreters to work with immigration detainees who have suffered torture or ill treatment. Interpreters give the detainees their voice.
Co-Operative Group - Grant to Phoenix Enterprises
£1,817 23/10/2021
We'd like to create a tranquil room, with soundproofing, serene lighting and music, where service users can retreat to when feeling overwhelmed or anxious.
Wiltshire Community Foundation - Grant to Phoenix Enterprises
£15,000 25/08/2021
Phoenix Enterprise provides people with poor mental health and/or learning disabilities with employment and support. Funding will pay for increased staff to enable the charity to support more people ....more
Cheshire Community Foundation - Healthy Living Breakfast Club for Vulnerable People
£4,231 04/11/2020
1. Phoenix Enterprises is a charity and social enterprise that provides a stepping stone for adults with mental health problems and learning disabilities to achieve sustainable mainstream employment. ....more
The Foyle Foundation - Small Grants
£3,000 29/07/2020
towards fixed overheads until the social enterprise supporting adults with mental health problems and learning disabilities can restart (awarded grant in response to coronavirus)
DCMS - Coronavirus Community Support Fund
£9,860 22/06/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Wiltshire Community Foundation - Grant to Phoenix Enterprises
£5,000 08/04/2020
Phoenix Enterprises provides supported employment to people with a range of disabilities and mental health problems. The grant will pay for salary of manager and 20 welfare packs for
Co-Operative Group - Grant to Phoenix Enterprises (Swindon)
£4,022 15/11/2019
We want to fund healthy living workshops for people with mental health issues, building their skills, career prospects and future lives.
Wiltshire Community Foundation - Service User Support Manager
£15,000 18/07/2018
Phoenix Enterprises provides supported employment to people with a range of disabilities and mental health problems. Funding will support salary costs of a member of staff who supports workers and ....more
Wiltshire Community Foundation - Grant to Phoenix Enterprises
£10,000 13/05/2015
24
Phoenix provides suported employment and volunteering work for people recovering from short and long-term mental health problems, offering a quality mailing & assembly service to businesses and ....more
Lloyds Bank Foundation - Grant to Phoenix Enterprises (Swindon) Ltd
£13,200 25/10/2013
Phoenix Enterprises provides supported employment for people recovering from mental illness. This request will increase the level of support provided and so help service users to move into ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 30-66
Legal constitution
  • Charitable company registered in England & Wales on 09/10/2002, number: 1094101
  • Registered at Companies House on 23/01/2002, number: 04358845
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR16: 1 days late, AR05: 32 days late, AR04: 1 days late,
Main office

Unit D Athena Avenue
Elgin Industrial Estate
SWINDON
SN2 8EJ

Objectives

The charity’s objects (“Objects”) are restricted specifically only for the public benefit to support vulnerable adults (over the age of 18 years) primarily living in or around Swindon, Wiltshire (“Relevant Adults”) in particular those with a learning disability or mental health condition by:i. Providing education through work experience, support and mentoring, including the development of life skills, to assist the Relevant Adults to reach their potential and where possible become self-supporting.ii. Helping relieve unemployment amongst Relevant Adults including providing assistance in finding employment and the provision of skills training and / or assistance in accessing such training.iii. Providing help and support to the Relevant Adults with day-to-day matters where they need it, including, but not limited to, their benefits, financial management and housing. .iv. To promote such other charitable purposes as the trustees may from time to time think fit.

Defined Area of Benefit:

SWINDON

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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