Finance Score: 2

Governance Score: 0

Support Score: 2

Liabilities <10%: +3
Excess liquidity: -1

Grant maker support: +2

Overall GiG Score: 4

MARSHA PHOENIX MEMORIAL TRUST

A supported housing project for young single homeless young women.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 27 years
(33 years as a company)

www.marshaphoenix.org.uk

office@marshaphoenix.org

02086915911

Charity Commission for England and Wales

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	*	£584	£546	£38	£0	£983	£838	18.4	18	2
31/03/22		£572	£563	£9	£0	£947	£795	16.9	20	0
31/03/21		£588	£535	£54	£0	£938	£783	17.6	16	3
31/03/20		£561	£481	£80	£0	£884	£727	18.1	18	3
31/03/19		£464	£458	£5	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£445	£443	£3	£0	£0	£0	n/a	0	0
31/03/17		£475	£428	£47	£0	£0	£0	n/a	0	0
31/03/16		£441	£427	£13	£0	£0	£0	n/a	0	0
31/03/15		£430	£421	£9	£0	£0	£0	n/a	0	0
31/03/14		£490	£434	£56	£0	£0	£0	n/a	0	0
31/03/13		£469	£455	£14	£0	£0	£0	n/a	0	0
31/03/12		£469	£455	£14	£0	£0	£0	n/a	0	0
31/03/11		£455	£416	£39	£0	£0	£0	n/a	0	0
31/03/10		£535	£427	£107	£2	£594	£443	12.4	9	0
31/03/09		£470	£340	£130	£0	£0	£0	n/a	0	0
31/03/08		£415	£384	£31	£0	£0	£0	n/a	0	0
31/03/07		£378	£356	£23	£0	£0	£0	n/a	0	0
31/03/06		£368	£329	£38	£0	£0	£0	n/a	0	0
31/03/05		£371	£322	£49	£0	£0	£0	n/a	0	0
31/03/04		£368	£341	£27	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 18.4 months
Net Current Assets/Spending: 15 months
Quick Ratio: 46.8

Asset Split ?

Listed activities

Accommodation/Housing

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Lewisham,

Who it helps

Children/Young People

Who works here?

18 employees
2 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
£10,000	23/09/2020	"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 ....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."
National Lottery Community Fund - MPMT Organisational Development
£10,000	25/07/2019 12	The project will use the funding to buy expertise and commission training that will enable the group to improve their housing services for young vulnerable women.
Comic Relief - Marsha Phoenix Memorial Trust
£30,406	30/11/2016 24	The Marsha Phoenix Memorial Trust provides and manages supported accommodation for young women from the ages of 16 - 25 who are homeless. It also provides ancillary services and activities for them ....more The Marsha Phoenix Memorial Trust provides and manages supported accommodation for young women from the ages of 16 - 25 who are homeless. It also provides ancillary services and activities for them including education and training to equip them with the skills to successfully live independently. Over the last 14 years MPMT has successfully re-housed 135 young women in their own homes and helped many more to move to other suitable accommodation including reconciliation with their families. Over the last 3 years, 18 of the current and former residents started university.
DCMS - Marsha Phoenix Memorial Trust
£15,203	30/11/2016	The Marsha Phoenix Memorial Trust provides and manages supported accommodation for young women from the ages of 16 - 25 who are homeless. It also provides ancillary services and activities for them ....more The Marsha Phoenix Memorial Trust provides and manages supported accommodation for young women from the ages of 16 - 25 who are homeless. It also provides ancillary services and activities for them including education and training to equip them with the skills to successfully live independently. Over the last 14 years MPMT has successfully re-housed 135 young women in their own homes and helped many more to move to other suitable accommodation including reconciliation with their families. Over the last 3 years, 18 of the current and former residents started university.
DCMS - Marsha Phoenix Memorial Trust
£15,203	30/11/2016	The Marsha Phoenix Memorial Trust provides and manages supported accommodation for young women from the ages of 16 - 25 who are homeless. It also provides ancillary services and activities for them ....more The Marsha Phoenix Memorial Trust provides and manages supported accommodation for young women from the ages of 16 - 25 who are homeless. It also provides ancillary services and activities for them including education and training to equip them with the skills to successfully live independently. Over the last 14 years MPMT has successfully re-housed 135 young women in their own homes and helped many more to move to other suitable accommodation including reconciliation with their families. Over the last 3 years, 18 of the current and former residents started university.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 51-76

CAROLINE ELIZABETH ELLIS Appointed: 2023, Occupation: Social Worker

DERRICK MARTIN Appointed: 2009, Occupation: Managing Director

DANNY GRAY Appointed: 2019, Occupation: Accounts Manager

ESTHER DENISE STANFORD-XOSEI Appointed: 2004, Occupation: Advocate

JENNIFER MAUREEN BERBECK Appointed: 2005, Occupation: Local Government Officer

JANE CHANDLER Appointed: 2020, Occupation: Accountant

JOANNE MACKIE Appointed: 2020, Occupation: Senior Associate Lawyer

MRS C SMITH Appointed: 2017, Occupation: Retired

WOODROW PHOENIX (Chair) Appointed: 1990, Occupation: Designer

Legal constitution

Charitable company registered in England & Wales on 31/07/1997, number: 1063698
Registered at Companies House on 25/10/1990, number: 02552186

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
Investing charity funds policy and procedures
Investment
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; AR23: 44 days late,

Main office

MARSHA PHOENIX MEMORIAL TRUST
90-92 TRESSILLIAN ROAD
LONDON
SE4 1YD

Objectives

TO ESTABLISH AND MANAGE SUPPORTED ACCOMODATION FOR YOUNG WOMEN FROM THE AGES OF 16 TO 25 YEARS WHO, THROUGH BEING HOMELESS OR THROUGH ADVERSE CIRCUMSTANCES ARE IN NEED OF SUPPORT AND CARE. TO PROVIDE ANCILLARY SERVICES AND ACTIVITIES FOR THEM, INCLUDING EDUCATION AND PROFESSIONAL TRAINING, TO EQUIP THEM WITH THE SKILLS TO SUCCESSFULLY LIVE INDEPENDENTLY.

Defined Area of Benefit:

NOT DEFINED.

Data Sources