Finance Score: 0

Governance Score: -8

Support Score: 6

Accounts filed more than 5 days late: -2 times
Strong growth: +2
No PartB

Narrow trustee age band: -2
Static board: -3
All female board: -3

Grant maker support: +6

Overall GiG Score: -2

PHOENIX BEREAVEMENT SUPPORT SERVICES LIMITED

We support Herefordshire children and young people between the ages of 5 and 21 (25 forvulnerable adults), who experience the death of someone close to them. We enable families,carers, volunteers and professionals to provide support for bereaved children. We advocatein the best interests of bereaved children, young people and their families.

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

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is completely female
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Established: 12 years

www.phoenixbereavement.org

info@phoenixbereavement.org

01432264555

Charity Commission for England and Wales

Tweets

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		£69	£57	£13	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£58	£61	£-2	n/a	n/a	n/a	n/a	n/a	5
31/03/21		£65	£43	£22	n/a	n/a	n/a	n/a	n/a	5
31/03/20	*	£47	£38	£9	n/a	n/a	n/a	n/a	n/a	4
31/03/19	*	£38	£30	£7	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£30	£28	£2	£0	£0	£0	n/a	0	0
31/03/17		£20	£26	£-6	£0	£0	£0	n/a	0	0
05/04/16		£35	£40	£-5	£0	£0	£0	n/a	0	0
05/04/15		£42	£36	£6	£0	£0	£0	n/a	0	0
05/04/14		£42	£36	£6	£0	£0	£0	n/a	0	0
05/04/13	*	£30	£27	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Herefordshire,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
5 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

BBC Children in Need	£32,663
National Lottery Community Fund	£17,631
DCMS	£12,431
Herefordshire Community Foundation	£11,478
The Foyle Foundation	£5,000
True Colours Trust	£4,680

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - Sunshine Socials
£3,957	27/06/2023	Grant to Phoenix Bereavement Support Services
Herefordshire Community Foundation - Youth Support Adventure Programme
£1,000	27/03/2023	Grant to Phoenix Bereavement Support Services
Herefordshire Community Foundation - Children, young people and family support in bereavement
£5,001	05/07/2022	Grant to Phoenix Bereavement Support Services
National Lottery Community Fund - Youth Bereavement Support
£9,685	06/05/2022	The funding will be used to deliver group and one to one bereavement counselling for children and young people in the community where service users will be provided with the opportunity to talk ....more The funding will be used to deliver group and one to one bereavement counselling for children and young people in the community where service users will be provided with the opportunity to talk through their feelings and experiences and learn skills in coping mechanisms and problem solving enabling them to come to terms with their loss with the aim of reducing isolation and promoting positive mental health.
The Foyle Foundation - Small Grants
£5,000	16/09/2021	towards core costs over the next 12 months (awarded grant in response to coronavirus)
True Colours Trust - Towards salary costs – COVID19 response
£4,680	06/10/2020	Towards salary costs – COVID19 response
DCMS - Coronavirus Community Support Fund
£9,516	24/07/2020	"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."
BBC Children in Need - Grant to Phoenix Bereavement Support Services
£2,915	17/06/2020 6	COVID19 - This grant will fund additional staff hours to provide mentoring support to bereaved children and young people during Covid 19. The aim is to develop appropriate coping strategies, and ....more COVID19 - This grant will fund additional staff hours to provide mentoring support to bereaved children and young people during Covid 19. The aim is to develop appropriate coping strategies, and build resilience.
Herefordshire Community Foundation - Grant to Phoenix Bereavement Support Services
£1,520	27/05/2020	additional cost of delivering services remotely
DCMS - VSCE CMC Fund
£2,915	20/05/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
National Lottery Community Fund - Parent/Carer Support in Bereavement
£7,946	23/10/2019 12	Parent/Carer Support in Bereavement
BBC Children in Need - Grant to Phoenix Bereavement Support Services
£29,748	08/09/2019 36	This project will provide bereavement support to children and their families in a deprived area of Herefordshire. Outcomes include greater resilience and coping strategies as well as the opportunity ....more This project will provide bereavement support to children and their families in a deprived area of Herefordshire. Outcomes include greater resilience and coping strategies as well as the opportunity to socialise with other children and families.
Co-Operative Group - Grant to Phoenix Bereavement Support
£5,672	19/11/2018	We want to run Memory Days to help bereaved children and their families find a way to live with their grief and look forward with hope.
Co-Operative Group - Grant to Phoenix Bereavement Support
£3,820	29/11/2017	We want to take local bereaved children to an outdoor centre for a fun day out together, to build their confidence.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-63

JESSICA FAYE BELLIS Appointed: 2019, Occupation: Teacher

LEONA PATTERSON Appointed: 2012, Occupation: Charity Worker

LINDA JONES (Chair) Appointed: 2012, Occupation: Charity Manager

LORRAINE SMITH Appointed: 2018, Occupation: Wellbeing Practitioner

RONNETTE ANGELA THOMAS Appointed: 2018, Occupation: Nhs Ward Clerk

Legal constitution

Charitable company registered in England & Wales on 11/06/2012, number: 1147645
Registered at Companies House on 15/12/2011, number: 07883124

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
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

11 returns made; AR20: 6 days late, AR19: 104 days late, AR13: 147 days late,

Main office

THE FRED BULMER CENTRE
WALL STREET
HEREFORD
HR4 9HP

Objectives

1. TO RELIEVE THE MENTAL AND PHYSICAL SICKNESS OF PERSONS RESIDENT IN HEREFORDSHIRE SUFFERING FROM BEREAVEMENT OR LOSS BY THE PROVISION OF COUNSELLING AND SUPPORT FOR SUCH PERSONS.2 TO ACT AS A RESOURCE FOR YOUNG PEOPLE UP TO THE AGE OF 25 LIVING IN HEREFORDSHIRE BY PROVIDING ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL AND OTHER ACTIVITIES AS A MEANS OF: A)ADVANCING THEM IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS. B) THE PROVISION OF RECREATIONAL AND LEISURE TIME ACTIVITIES PROVIDED IN THE INTERESTS OF SOCIAL WELFARE DESIGNED TO IMPROVE THEIR CONDITION OF LIFE. 3) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF GRIEF AND BEREAVEMENT STUDIES.

Defined Area of Benefit:

HEREFORDSHIRE

Data Sources