Finance Score: -1
Governance Score: 3
Support Score: 7
  • Volatile income -1
  • No PartB
  • Good trustee age range: +3
  • Overall weighted support: +7
Overall GiG Score: 9 ?

PHASE TRUST

Phase Trust operate a number of projects working with schools, community groups and statutory bodies.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age

Financial issues to consider:

  • Income has been volatile recently but spending has been maintained
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£290£359£-69n/an/an/an/an/an/a
31/08/22£413£322£92n/an/an/an/an/an/a
31/08/21£397£264£133n/an/an/an/an/an/a
31/08/20£350£281£68n/an/an/an/an/an/a
31/08/19£296£274£21n/an/an/an/an/an/a
31/08/18£255£259£-4n/an/an/an/an/an/a
31/08/17£295£238£57n/an/an/an/an/an/a
31/08/16£254£192£62n/an/an/an/an/an/a
31/08/15£142£160£-18n/an/an/an/an/an/a
31/08/14£144£149£-5n/an/an/an/an/an/a
31/08/13£134£122£11n/an/an/an/an/an/a
31/08/12£144£112£32n/an/an/an/an/an/a
31/08/11£123£106£16n/an/an/an/an/an/a
31/08/10£58£77£-19n/an/an/an/an/an/a
31/08/09£87£85£2n/an/an/an/an/an/a
31/08/08£78£75£3n/an/an/an/an/an/a
31/08/07£72£72£0n/an/an/an/an/an/a
31/08/06£74£61£13n/an/an/an/an/an/a
31/08/05£63£60£3n/an/an/an/an/an/a
31/08/04£23£22£1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 21 years

www.phasetrust.org.uk

info@phasetrust.org.uk

01215013542

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Religious Activities
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Birmingham City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton, Worcestershire,
Who it helps
  • Children/Young People

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
National Lottery Community Fund£267,905
BBC Children in Need£74,691
DCMS£9,167
Specific Donations
Amount When
Months
To be used for
BBC Children in Need - Grant to Phase Trust
£74,691 07/08/2023
This grant supports children and young people experiencing mental health difficulties due to post-16 transitions in Dudley. Intended outcomes are improved wellbeing, increased engagement, and greater confidence.
National Lottery Community Fund - Thriving Together (TT Project)
£267,905 25/11/2022
The funding will see the organisaiton work across the borough of Dudley to improve and expand its current offer to children and young people implement holistic family support and deliver training and support to other organisations working with young ....more
DCMS - Coronavirus Community Support Fund
£9,167 28/09/2020
"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 operate, thereby reducing the burden on public ....more
National Lottery Community Fund - Thrive
£346,050 29/07/2019
36
The THRIVE project will deliver personalised support to vulnerable children and young people across the borough of Dudley. The project will work with children and young people who face a range of issues and challenges.
DCMS - Youth Investment Fund
£25,958 01/04/2019
.
DCMS - Youth Investment Fund
£25,958 01/04/2019
.
DCMS - Youth Investment Fund
£25,958 01/05/2017
[Placeholder]
DCMS - Youth Investment Fund
£25,958 01/05/2017
The Youth Investment Fund aims to expand, create and strengthen the sustainability of open-access youth services in six disadvantaged regions in the country. It will also expand the evidence base of the open access youth provision, through a £1m ....more
DCMS - Youth Investment Fund
£25,958 01/05/2017
The Youth Investment Fund aims to expand, create and strengthen the sustainability of open-access youth services in six disadvantaged regions in the country. It will also expand the evidence base of the open access youth provision, through a £1m ....more
DCMS - Youth Investment Fund
£19,469 01/05/2017
The Youth Investment Fund aims to expand, create and strengthen the sustainability of open-access youth services in six disadvantaged regions in the country. It will also expand the evidence base of the open access youth provision, through a £1m ....more
DCMS - Youth Investment Fund
£19,469 01/05/2017
The Youth Investment Fund aims to expand, create and strengthen the sustainability of open-access youth services in six disadvantaged regions in the country. It will also expand the evidence base of the open access youth provision, through a £1m ....more
National Lottery Community Fund - Hub Halesowen
£9,758 02/04/2017
12
This group will use the funding to convert an existing space into a physical health and wellbeing area. A diverse group of young people will then have access to new physical activities. Local people will also be encouraged to volunteer and build ....more
National Lottery Community Fund - Momentum
£334,236 01/06/2016
36
The organisation will use the funding for two new universal youth clubs for vulnerable and disadvantaged young people aged 19 – 25. The youth clubs will provide a safe and secure environment, and will host a variety of activities around ....more
National Lottery Community Fund - RESHAPE - THE FUTURE
£290,508 17/06/2013
36
This continuation and development of an existing project by Phase Trust will reach out to vulnerable and disadvantaged young people in the West Midlands. The project aims to provide a safe and secure environment delivering preventative activities to ....more
Lloyds Bank Foundation - Grant to Phase Trust
£31,100 26/04/2013
This charity is looking to strengthen its outreach/detatched youth work with young people who are at risk of anti social behaviour. In identified hotspots across Dudley. Then engage and support them to access their range of existing activities.
National Lottery Community Fund - SHAPE
£223,925 13/04/2010
48
This expansion of an existing project will reach out to vulnerable young people in the West Midlands who are attracted to gang culture. It will provide a safe environment delivering preventative activites with the aim of reducing knife and gun crime ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed

Age Range of Trustees: 32-62
  • DR L ADAMS Appointed: 2014, Occupation: College Manager
  • DR SARAH FUNG Appointed: 2015, Occupation: Doctor
  • ERIN DOCHERTY Appointed: 2020, Occupation: Senior Lead Nurse
  • MRS L BALL Appointed: 2003, Occupation: Accountant
  • PAUL CAMPBELL Appointed: 2020, Occupation: High Level Teaching Assistant
  • REV L EVANS (Chair) Appointed: 2003, Occupation: Minister Of Religion
  • THOMAS GREGORY Appointed: 2020, Occupation: Solicitor
Legal constitution
  • Charitable company registered in England & Wales on 30/10/2003, number: 1100404
  • Registered at Companies House on 09/10/2003, number: 04927820
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • 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
  • Paying staff
  • 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
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

REVEREND L EVANS
OWEN HOUSE
LITTLE CORNBOW
HALESOWEN
WEST MIDLANDS
B63 3AJ

Objectives

TO PROMOTE THE DEVELOPMENT OF YOUNG PEOPLE ACHIEVING THEIR FULL PHYSICAL, INTELLECTUAL, SOCIAL AND SPIRITUAL POTENTIAL AS INDIVIDUALS, THE ADVANCEMENT OF EDUCATION AND THE ADVANCEMENT OF THE CHRISTIAN FAITH.

Defined Area of Benefit:

WEST MIDLANDS

Data Sources

Charity Commission for England and Wales
360 Giving

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