Finance Score: 0

Governance Score: -5

Support Score: 3

Strong growth: +2
Deficit latest year: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Only 3 Trustees: -2

Grant maker support: +3

Overall GiG Score: -2

FRIENDS OF PHOENIX SPECIAL SCHOOL

To provide equipment for use in the schoolTo provide activities for the children during the school holidaysTo host events with the purposes of fundraisingTo host events with the purposes of inclusion, Education, Support and EnjoymentTo raise money to pay for a new adapted mini bus and a multi sensory room

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

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
There are only 3 trustees
Over half the Board have joined recently

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 was lower than spending in the latest year

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
30/09/23	£73	£84	£-10	n/a	n/a	n/a	n/a	n/a	6
30/09/22	£67	£70	£-3	n/a	n/a	n/a	n/a	n/a	5
30/09/21	£27	£22	£5	n/a	n/a	n/a	n/a	n/a	5
30/09/20	£54	£42	£12	n/a	n/a	n/a	n/a	n/a	5
30/09/19	£36	£25	£12	n/a	n/a	n/a	n/a	n/a	6
30/09/18	£47	£23	£25	£0	£0	£0	n/a	0	0
30/09/17	£17	£29	£-12	£0	£0	£0	n/a	0	0
30/09/16	£56	£47	£9	£0	£0	£0	n/a	0	0
30/09/15	£19	£20	£-1	£0	£0	£0	n/a	0	0
30/09/14	£23	£45	£-22	£0	£0	£0	n/a	0	0
30/09/13	£46	£26	£20	£0	£0	£0	n/a	0	0
30/09/12	£17	£9	£8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years

www.fopss.co.uk

stayandplay@beckfootphoenix.org

01535607038

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
Recreation

GiG Classification

School support organisations

How it operates

Other charitable activities
Provides services

Where it operates

Bradford City,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
6 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	£10,000
DCMS	£9,990
CAF	£7,000
Co-Operative Group	£2,196

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Beckfoot Phoenix Special School
£2,196	23/10/2021	We wish to continue providing our vital Stay & Play holiday scheme for disabled children and their families and buy new play equipment to replace the broken toys and sensory items.
DCMS - Coronavirus Community Support Fund
£9,990	17/07/2020	"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."
CAF - Grant to Friends of Phoenix Special School
£7,000	19/05/2020 3	Grant to Friends of Phoenix Special School to support the organisation through COVID19
National Lottery Community Fund - Out door play equipment
£10,000	19/12/2019 0	The project will install outdoor play equipment for disabled children to use during the holiday clubs. This will enable them to have access to outdoor play facilities, increase their confidence and ....more The project will install outdoor play equipment for disabled children to use during the holiday clubs. This will enable them to have access to outdoor play facilities, increase their confidence and socialise.
Co-Operative Group - Grant to Friends of Phoenix Special School
£2,518	19/11/2018	We need to raise over £1200 to buy a new bouncy castle as our current one is now coming to the end of its natural life.
Woodward Charitable Trust - Towards a summer play scheme
£700	25/05/2016	Towards a summer play scheme.
True Colours Trust - sensory soft play room
£6,871	16/10/2015	sensory soft play room

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

REBBECA BOCSKEI Appointed: 2023

JENNIFER WOODROW Appointed: 2023

REBECCA DAY Appointed: 2023

Legal constitution

Charity registered in England & Wales on 08/12/2011, number: 1144971

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures

Filing Record

12 returns made; all on time

Main office

Beckfoot Phoenix Special School
Braithwaite Ave
Keighley
WEST YORKSHIRE
West Yorkshire
BD22 7NS

Objectives

(1) TO ADVANCE THE EDUCATION OF THE PUPILS AT THE PHOENIX SCHOOL, KEIGHLEY, BY PROVIDING AND ASSISTING IN THE PROVISION OF EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES NOT REQUIRED TO BE PROVIDED BY THE LOCAL EDUCATION AUTHORITY AT THE SCHOOL. (2) THE RELIEF OF CHILDREN WITH SPECIAL NEEDS AND THEIR CARERS BY THE PROVISION OF EDUCATION AND PLAY FACILITIES, CARE AND SUPPORT AND INFORMATION IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF HOLIDAY PLAY SESSIONS;

Data Sources