Finance Score: 0

Governance Score: -10

Support Score: 8

No PartB

Only 3 Trustees: -2
Very static board: -5
All male board: -3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: -2

THE PHOENIX CHILDREN'S FOUNDATION

Enriching & enhancing the lives of young people & their families living with illness/disability/lack of opportunity. Fundraising including & not limited to: Street collections with volunteers & miniature Shetland ponies, attending events promoting the charities profile at venues across England & Wales. All activities enable access to animals, education & therapy in a safe and tailored environment.

Analysis by Giving is Great

Positives:

This charity has been 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

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male
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

Established: 17 years

www.phoenixcharity.org

info@phoenixcharity.org

01530 382116

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		£137	£86	£51	n/a	n/a	n/a	n/a	n/a	18
31/03/22		£113	£94	£19	n/a	n/a	n/a	n/a	n/a	15
31/03/21	*	£73	£80	£-7	n/a	n/a	n/a	n/a	n/a	5
31/03/20		£97	£86	£11	n/a	n/a	n/a	n/a	n/a	38
31/03/19		£85	£92	£-7	n/a	n/a	n/a	n/a	n/a	35
31/03/18		£150	£64	£85	£0	£0	£0	n/a	0	0
31/03/17		£112	£83	£29	£0	£0	£0	n/a	0	0
31/03/16		£126	£94	£32	£0	£0	£0	n/a	0	0
31/03/15		£95	£109	£-13	£0	£0	£0	n/a	0	0
31/03/14		£97	£97	£0	£0	£0	£0	n/a	0	0
31/03/13		£82	£87	£-6	£0	£0	£0	n/a	0	0
31/03/12		£95	£84	£11	£0	£0	£0	n/a	0	0
31/03/11		£100	£99	£1	£0	£0	£0	n/a	0	0
31/03/10		£101	£79	£22	£0	£0	£0	n/a	0	0
31/03/09		£81	£64	£17	£0	£0	£0	n/a	0	0
31/03/08		£54	£40	£15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
General Charitable Purposes

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
18 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.

Major supporters in last 5 years

National Lottery Community Fund	£150,000
True Colours Trust	£9,890
Co-Operative Group	£5,077

Specific Donations

Amount	When Months	To be used for
True Colours Trust - Towards the installation of a toilet in a forest area to improve access for disabled children
£9,890	17/05/2022	Towards the installation of a toilet in a forest area to improve access for disabled children
Co-Operative Group - Grant to The Phoenix Children's Foundation
£5,077	23/10/2021	In recognition of the NHS, keyworkers, and lost loved ones, we would like to plant a bluebell wood for us to remember Covid-19 with gratitude, and we feel this would be a fitting tribute to many.
National Lottery Community Fund - Flourish with Phoenix
£150,000	27/09/2019 35	The project will help support more young people and their families living with an illness or disability. This will enable more people to fulfil their potential by working to address issues at the ....more The project will help support more young people and their families living with an illness or disability. This will enable more people to fulfil their potential by working to address issues at the earliest possible stage. Activities take place in a yurt workshop space, with animals ranging from alpacas and goats to Shetland ponies and reindeer. They will also cover topics like horticulture, animal biology, food chains, conservation and pollution, poaching, and habitat destruction.
Masonic Trust - MCF Small Grant
£3,500	20/06/2018	Unrestricted core funding for small charities
Henry Smith Charity - Grant to Phoenix Children's Foundation
£10,000	13/06/2018 12	towards one year's running costs of a music therapy programme for young people with a disability in Leicestershire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DOUG WRENN Appointed: 2011

DANIEL PAUL SMITH Appointed: 2015

MARK CURRY Appointed: 2013

Legal constitution

Charity registered in England & Wales on 01/12/2006, number: 1117115

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

16 returns made; AR21: 20 days late,

Recent reorganisation events:

Asset transfer in from SNIPS HINCKLEY on 27/07/2021

Main office

The Stables
Babelake Street
Packington
Ashby-de-la-Zouch
LEICESTERSHIRE
LE65 1WD

Objectives

THE RELIEF OF CHILDREN AGED BETWEEN 1 YEAR AND 18 YEARS OLD WITH MENTAL AND/OR PHYSICAL DISABILITIES, OR WHO ARE TERMINALLY ILL, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF FACILITIES FOR HEALTHY RECREATION OR OTHER LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS

Data Sources