Finance Score: -5

Governance Score: 3

Support Score: 3

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
All female board: -3

Grant maker support: +3

Overall GiG Score: 1

THE PHOENIX EDUCATION TRUST

The Phoenix Education Trust provides support and advice to teachers, headteachers, pupils and students on how to embed collaborative cultures for more meaningful and effective educational experiences for all members of the community. The Trust supports democratic education where young people have a right to have a say over their own education.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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		£31	£48	£-16	n/a	n/a	n/a	n/a	n/a	0
31/03/22	*	£21	£50	£-29	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£77	£42	£35	n/a	n/a	n/a	n/a	n/a	14
31/03/20		£79	£52	£27	n/a	n/a	n/a	n/a	n/a	35
31/03/19		£27	£56	£-29	n/a	n/a	n/a	n/a	n/a	24
31/03/18		£63	£54	£8	£0	£0	£0	n/a	0	0
31/03/17		£21	£57	£-35	£0	£0	£0	n/a	0	0
31/03/16		£118	£93	£25	£0	£0	£0	n/a	0	0
31/03/15		£127	£107	£20	£0	£0	£0	n/a	0	0
31/03/14		£70	£71	£-1	£0	£0	£0	n/a	0	0
31/03/13?		£102	£108	£-6	£0	£0	£0	n/a	0	0
31/12/11		£62	£78	£-16	£0	£0	£0	n/a	0	0
31/12/10		£132	£130	£2	£0	£0	£0	n/a	0	0
31/12/09		£161	£125	£36	£0	£0	£0	n/a	0	0
31/12/08		£153	£168	£-15	£0	£0	£0	n/a	0	0
31/12/07		£138	£153	£-15	£0	£0	£0	n/a	0	0
31/12/06		£84	£83	£1	£0	£0	£0	n/a	0	0
31/12/05		£66	£77	£-11	£0	£0	£0	n/a	0	0
31/12/04		£80	£35	£46	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 23 years

www.phoenixeducation.co.uk

info@phoenixeducation.co.uk

07584323298

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

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
Paul Hamlyn Foundation - Change Makers Lab: Developing Agency, Igniting Activism, Building Communities
£20,000	18/01/2021	Phoenix Education Trust supports young people to lead change and facilitates collaborative decision-making between schools, colleges and their communities. This grant supports the Trust's Student ....more Phoenix Education Trust supports young people to lead change and facilitates collaborative decision-making between schools, colleges and their communities. This grant supports the Trust's Student Voice and Refugee Support Network to engage young change makers in designing, planning and delivering their own social action projects that will improve young people’s experience of the education sector.
Paul Hamlyn Foundation - Covid-19 Emergency Funding
£10,000	16/09/2020 12	Phoenix Education work with schools, colleges and their communities to deliver projects that facilitate collaborative decision-making and support young people to lead change. This grant provides ....more Phoenix Education work with schools, colleges and their communities to deliver projects that facilitate collaborative decision-making and support young people to lead change. This grant provides support to aid the organisation in dealing with the challenges posed by Covid-19.
Paul Hamlyn Foundation - Change Makers Lab: Developing Agency, Igniting Activism, Building Communities
£5,000	16/03/2020	Phoenix Education Trust supports young people to lead change and facilitates collaborative decision-making between schools, colleges and their communities. This mini-grant supports the Trust's ....more Phoenix Education Trust supports young people to lead change and facilitates collaborative decision-making between schools, colleges and their communities. This mini-grant supports the Trust's Student Voice and Refugee Support Network to engage young change makers in designing, planning and delivering their own social action projects that will improve young people’s experience of the education sector.
Paul Hamlyn Foundation - Change Makers Lab: Developing Agency, Igniting Activism, Building Communities
£97,500	03/09/2019 24	To support young changemakers to design, plan and deliver their own social action projects that will improve young people’s experience of the education sector.
Walcot Foundation - The Peer Effect Project
£39,816	19/11/2013	The Peer Effect Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 19-39

AVA JAMES Appointed: 2023, Occupation: Student / Campaign Manager

CATHERINE STARKEY Appointed: 2021, Occupation: Early Years Specialist

JESSICA MARY ESDALE GRIBBLE Appointed: 2020, Occupation: Teacher

SOPHIE BLANCHE LOVETT WALKER-HAWORTH Appointed: 2021

ABIGAIL ZARA KNIPE Appointed: 2016, Occupation: Charity Worker

Legal constitution

Charitable company registered in England & Wales on 24/01/2001, number: 1084686
Registered at Companies House on 23/10/2000, number: 04094988

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR22: 8 days late,

Main office

Phoenix Education Trust
The Warehouse
54-57 Allison Street
Birmingham
West Midlands
B5 5TH

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION.

Defined Area of Benefit:

NOT DEFINED.

Data Sources