Finance Score: -6

Governance Score: 3

Support Score: 1

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Overall weighted support: +1

Overall GiG Score: -2

PHASE WORLDWIDE (PRACTICAL HELP ACHIEVING SELF EMPOWERMENT WORLDWIDE)

We work with partners to deliver integrated community development projects across the world (currently in Nepal and the UK), providing practical help in health, education and livelihood programmes.

Analysis by Giving is Great

Positives:

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 gender

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
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
30/06/23		£215	£223	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£141	£195	£-54	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£526	£386	£140	£81	£204	£163	5.1	4	20
30/06/20		£464	£478	£-14	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£355	£401	£-45	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£409	£480	£-72	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£520	£595	£-75	£100	£195	£82	1.6	2	0
30/06/16		£442	£411	£31	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£499	£293	£206	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£220	£203	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£160	£159	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£136	£137	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11	*	£89	£89	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£69	£64	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£89	£79	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£76	£74	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07?	*	£33	£22	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06		£29	£23	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 19 years

www.phaseworldwide.org

info@phaseworldwide.org

0117 916 6423

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Provides advocacy/advice/information
Provides human resources
Provides other finance

Where it operates

Bristol City, Nepal, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Brian Mercer Trust - Grant to Phase Worldwide
£4,000	14/10/2020 12	Nurse salary to strengthen healthcare in W Nepal
National Lottery Community Fund - Integrated community development, Kashigaun & Kerauja, Nepal
£590,825	31/03/2016 60	PHASE Worldwide receives Â£528,075 to improve education and health activities for women and girls in the isolated and inaccessible Gorkha district. Its project will provide intensive support through agricultural training and nutrition ....more PHASE Worldwide receives Â£528,075 to improve education and health activities for women and girls in the isolated and inaccessible Gorkha district. Its project will provide intensive support through agricultural training and nutrition awareness-raising. Activities may include raising chickens and goats, cash-crop farming or fruit tree cultivation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHRISTOPHER HUGHES Appointed: 2024

CHRISTOS GLAVANIS Appointed: 2018

DR DILYS NOBLE Appointed: 2013

DR KATE GASCOYNE Appointed: 2024

KELLY KENDALL Appointed: 2023

MARTIN NEIL DAVIES OBE, Occupation: Retired

MARGARET LALLY Appointed: 2014

NICK CRAGG (Chair), Occupation: Group Chief Executive

PAUL EVANS Appointed: 2024

Legal constitution

Charity registered in England & Wales on 17/01/2006, number: 1112734

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
Engaging external speakers at charity events policy and procedures
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; AR11: 1 days late, AR07: 93 days late,

Main office

PHASE Worldwide
Reginald Arthur House
Percy Street
Rotherham
S65 1ED

Objectives

1) THE RELIEF OF POVERTY PRIMARILY IN RURAL NEPAL AND ELSEWHERE IN THE WORLD AS THE TRUSTEES THINK FIT;2) THE RELIEF OF SICKNESS AND THE PRESERVATION AND PROTECTION OF GOOD HEALTH PRIMARILY IN RURAL NEPAL AND ELSEWHERE IN THE WORLD AS THE TRUSTEES SEE FIT;3) TO ADVANCE THE EDUCATION OF COMMUNITIES PRIMARILY IN RURAL NEPAL AND ELSEWHERE IN THE WORLD AS THE TRUSTEES SEE FIT

Defined Area of Benefit:

PRIMARILY RURAL NEPAL AND ELSEWHERE IN THE WORLD

Data Sources

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