Finance Score: -4

Governance Score: -5

Support Score: 5

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

Large volunteers +5
Grant maker support: +0

Overall GiG Score: -4

WATCHET PHOENIX

The charity tries to promote the well being of the elderly by providing a range of day to day activities to improve their quality of life and enables or assists them to maintain a measure of independance.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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		£18	£22	£-3	n/a	n/a	n/a	n/a	n/a	35
31/03/22		£33	£16	£17	n/a	n/a	n/a	n/a	n/a	25
31/03/21		£23	£13	£11	n/a	n/a	n/a	n/a	n/a	26
31/03/20	*	£34	£34	£0	n/a	n/a	n/a	n/a	n/a	35
31/03/19		£39	£43	£-3	n/a	n/a	n/a	n/a	n/a	20
31/03/18		£39	£39	£0	£0	£0	£0	n/a	0	0
31/03/17		£40	£67	£-27	£0	£0	£0	n/a	0	0
31/03/16		£42	£37	£5	£0	£0	£0	n/a	0	0
31/03/15		£50	£32	£18	£0	£0	£0	n/a	0	0
31/03/14		£47	£29	£18	£0	£0	£0	n/a	0	0
31/03/13		£35	£27	£8	£0	£0	£0	n/a	0	0
31/03/12		£38	£25	£13	£0	£0	£0	n/a	0	0
31/03/11		£32	£145	£-112	£0	£0	£0	n/a	0	0
31/03/10		£32	£19	£13	£0	£0	£0	n/a	0	0
31/03/09		£76	£21	£55	£0	£0	£0	n/a	0	0
31/03/08		£33	£15	£19	£0	£0	£0	n/a	0	0
31/03/07	*	£35	£17	£19	£0	£0	£0	n/a	0	0
31/03/06		£43	£11	£32	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 19 years

bryan.howe@talk21.com

01643704963

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Somerset,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
35 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
Somerset Community Foundation - Grant to Watchet Phoenix
£1,000	17/02/2022	Kitchen refit for a community centre
Co-Operative Group - Grant to Watchet Phoenix Centre
£4,411	04/08/2017	We need to replace our existing lift so that disabled people can use the toilet when attending our community activities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ANN LEWIS Appointed: 2015

ANNETTE MAY HORSEY Appointed: 2015

ANTHONY JOHN TRUNKS Appointed: 2015

BRYAN HOWE Appointed: 2015

DIANA MARY BALE Appointed: 2005

FAY ROSS-WARD Appointed: 2005

FIONA DARRELL Appointed: 2015

LILIAN DAPHNE WISEMAN Appointed: 2015

MRS BETTY PENNY

EDWIN MAY (Chair) Appointed: 2015, Other trusteeships: THE SAINT DECUMANS PARISH TRUST, MARY HUXTABLE SUTTON RELIEF IN NEED TRUST,

RODNEY JOHN ETTERY Appointed: 2015, Other trusteeship: WEST SOMERSET METHODIST CIRCUIT,

Legal constitution

Charity registered in England & Wales on 21/02/2005, number: 1108197

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Safeguarding policy and procedures

Filing Record

18 returns made; AR20: 33 days late, AR07: 41 days late,

Main office

23 Alexandra Road
Minehead
TA24 5DR

Objectives

TO RELIEVE THE ELDERLY IN NEED BY PROVIDING A RANGE OF COMMUNITY DAY SERVICES TO IMPROVE THEIR QUALITY OF LIFE AND ENABLE OR ASSIST THEM TO MAINTAIN THEIR INDEPENDENCE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE SOMERSET.

Data Sources