Finance Score: 1

Governance Score: 6

Support Score: 4

Reasonable growth: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 11

PHOENIX HEALTH AND WELLBEING

Phoenix Health and Wellbeing support the needs of people affected by mental, emotional or physical health issues to promote their good health and wellbeing. This support is in the form of talking and complementary therapies and by providing information and support. Phoenix Health and Wellbeing will also provide information and training to other professionals involved in this field.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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		£193	£191	£2	n/a	n/a	n/a	n/a	n/a	20
31/03/22		£239	£191	£48	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£182	£151	£31	n/a	n/a	n/a	n/a	n/a	26
31/03/20		£212	£189	£24	n/a	n/a	n/a	n/a	n/a	15
31/03/19		£140	£160	£-20	n/a	n/a	n/a	n/a	n/a	25
31/03/18	*	£112	£106	£6	£0	£0	£0	n/a	0	0
31/03/17		£115	£102	£13	£0	£0	£0	n/a	0	0
31/03/16		£103	£91	£12	£0	£0	£0	n/a	0	0
31/03/15		£111	£60	£51	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 11 years

www.phoenixhealthandwellbeing.org.uk

info@phoenixhealthandwellbeing.org.uk

01132340818

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Specialty hospitals (incl psychiatric and substance abuse)

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Leeds City,

Who it helps

Children/Young People
Elderly/Old People
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.

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£29,797	08/07/2020	"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 "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Leeds Community Foundation - Covid-19
£10,000	21/04/2020	Grant to Phoenix Health and Wellbeing
National Lottery Community Fund - Prostate Cancer Support Clinics
£10,000	25/04/2019 12	The funding will be used to deliver an ear acupuncture clinic, for men receiving hormone therapy to treat prostate cancer, where the adverse side effects of the treatment will be alleviated, with the ....more The funding will be used to deliver an ear acupuncture clinic, for men receiving hormone therapy to treat prostate cancer, where the adverse side effects of the treatment will be alleviated, with the aim of promoting wellbeing.
National Lottery Community Fund - Reducing Social Isolation and Improving Social Wellbeing
£10,000	19/03/2014 12	This is a project by a newly registered charity in Leeds. The organisation will use the funding to pay therapists to provide a variety of therapies such as massage, Reiki and reflexology for local ....more This is a project by a newly registered charity in Leeds. The organisation will use the funding to pay therapists to provide a variety of therapies such as massage, Reiki and reflexology for local people with mental health issues. This will reduce the stress and anxiety levels of local people affected by mental health problems.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANDY HEWITT Appointed: 2020

DAVID ASPLAND (Chair) Appointed: 2018

HANNAH HOWE Appointed: 2022

HELEN MATTHEWS Appointed: 2023

MICHAEL HALL Appointed: 2023

RACHEL DIXON Appointed: 2023

HELEN KEMP Appointed: 2015, Occupation: Charity Chief Executive, Other trusteeship: LEEDS SURVIVOR LED CRISIS SERVICES,

Legal constitution

Charity registered in England & Wales on 18/10/2013, number: 1154273

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves 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
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; AR18: 1 days late,

Main office

Lower Ground Floor
30 Park Place
Leeds
West Yorkshire
LS1 2SP

Objectives

THE PRESERVATION AND PROTECTION OF GOOD HEALTH FOR THE PUBLIC BENEFIT BY SUPPORTING THE NEEDS OF THOSE PERSONS AFFECTED BY MENTAL, EMOTIONAL OR PHYSICAL HEALTH ISSUES THROUGH THE PROVISION OF COUNSELLING, SUPPORT, INFORMATION AND REFLEXOLOGY, REIKI, INDIAN HEAD MASSAGE AND SWEDISH MASSAGE AND THROUGH EDUCATION AND TRAINING TO MEMBERS OF SUCH PROFESSIONS IN ORDER TO ENSURE THE BENEFICIARIES RECEIVING SUCH TREATMENTS RECEIVE THE BEST POSSIBLE SERVICE.

Defined Area of Benefit:

NOT DEFINED

Data Sources