Overall GiG Score: -5 ?
Finance Score: -2
Governance Score: -4
Support Score: 1
  • Poor Liquidity: -1
  • Positive trading contribution: +2;Strong growth: +2
  • Fundraising costs high: -5
  • Only 3 Trustees: -2
  • Narrow trustee age band: -2
  • Grant maker support: +1

PHOENIX SOCIAL ENTERPRISE LIMITED 

Phoenix Social Enterprise Ltd provides employment, education and training opportunities in the UK and Europe. We also conference facilities and rented offices, focus on building the capacity of individuals and organisations underpinned by a philosophy of equality and human rights. We cater for people aged 16-65, people from Black and Minority Ethnic (BME) communities, but not exclusively.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker
  • More than half of total income was derived from trading and fees in the latest year
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • There are only 3 trustees
  • The Board has little diversity in terms of age

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • Fundraising costs are extremely high relative to funds raised
Established: 27 years

www.psebristol.com

ops@psebristol.com.com

0117 939 6645

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£799£779£20£219£325£0n/a89
31/03/22£449£510£-62n/an/an/an/an/a9
31/03/21£469£484£-15n/an/an/an/an/a7
31/03/20*£271£147£124n/an/an/an/an/a7
31/03/19£109£84£26n/an/an/an/an/a8
31/03/18£102£143£-41£0£0£0n/a00
31/03/17*£81£73£9£0£0£0n/a00
31/03/16*£81£73£9£0£0£0n/a00
31/03/15*£111£72£39£0£0£0n/a00
31/03/14*£194£193£1£0£0£0n/a00
31/03/13£112£105£7£0£0£0n/a00
31/03/12£158£147£11£0£0£0n/a00
31/03/11*£420£384£37£0£0£0n/a00
31/03/10£420£384£37£0£0£0n/a00
31/03/09*£469£484£-15£0£0£0n/a00
31/03/08£449£510£-62£0£0£0n/a00
31/03/07£408£486£-78£0£0£0n/a00
31/03/06£799£779£20£0£0£0n/a00
31/03/05*£691£680£11£0£0£0n/a00
31/03/04*£476£557£-81£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 112.3%
Fundraising Costs/Total Spending: 28.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.3
Asset Split ?
What it does
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
  • Overseas Aid/Famine Relief
  • The Prevention Or Relief Of Poverty
Who works here?
  • 8 employees
  • 9 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Bath And North East Somerset, Bristol City, North Somerset, South Gloucestershire,

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
Quartet Community Foundation - The PinPoint Project (PPP)
£2,500 09/05/2019
4
To deliver an ESOL with Citizenship course in the Redfield area of Bristol.
Quartet Community Foundation - Next Steps: Managing Money
£4,690 18/03/2019
6
Toward the delivery of the group's Next Steps: Managing Money sessions.
National Lottery Community Fund - Career Studio
£8,895 09/08/2018
12
The organisation will purchase equipment to run employability and IT skills training for young people who are not in education or employment, with English as an additional language.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)
Current Trustees appointed

Age Range of Trustees: 63-78
Legal constitution
  • Charitable company registered in England & Wales on 26/02/1997, number: 1060956
  • Registered at Companies House on 17/02/1997, number: 03319667
Gift Aid
  • NOT 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
  • Investing charity funds 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
20 returns made; AR20: 5 days late, AR17: 36 days late, AR16: 25 days late, AR15: 109 days late, AR14: 61 days late, AR11: 135 days late, AR09: 2 days late, AR05: 59 days late, AR04: 23 days late,
Main office

5 Russell Town Avenue
Redfield
Bristol
BS5 9LT

Objectives

A) TO ADVANCE THE EDUCATION OF MEMBERS OF THE VOLUNTARY ORGANISATIONS MANAGED BY AFRICAN, AFRO-CARIBBEAN, ASIAN, CHINESE, AND OTHER ETHNIC MINORITY GROUPS, ESPECIALLY THOSE WHO ARE DISCRIMINATED AGAINST ON THE BASIS OF COLOUR, RACE, OR NATIONALITY.B) TO ADVANCE PUBLIC EDUCATION IN THE PURPOSES AND WORK OF VOLUNTARY ORGANISATIONS WITHIN BRISTOL AND THE SURROUNDING AREAS OF BATH, NORTH-EAST SOMERSET, NORTH SOMERSET AND GLOUCESTERSHIRE.C) TO PROMOTE EQUALITY OF OPPORTUNITY AND GOOD RELATIONS BETWEEN PERSONS OF DIFFERENT RACIAL AND CULTURAL IDENTITIES.

Defined Area of Benefit:

NOT DEFINED

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

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great