Finance Score: 2
Governance Score: -10
Support Score: 6
  • Strong growth: +2
  • No PartB
  • Narrow trustee age band: -2
  • Static board: -3
  • All female board: -3
  • Multiple returns filed late: -2
  • Overall weighted 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
  • 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
  • Why is the Board completely female?
  • The Board composition appears to be rather static and has little diversity in terms of age
  • Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£69£57£13n/an/an/an/an/an/a
31/03/22£58£61£-2n/an/an/an/an/an/a
31/03/21£65£43£22n/an/an/an/an/an/a
31/03/20*£47£38£9n/an/an/an/an/an/a
31/03/19*£38£30£7n/an/an/an/an/an/a
31/03/18£30£28£2n/an/an/an/an/an/a
31/03/17£20£26£-6n/an/an/an/an/an/a
05/04/16£35£40£-5n/an/an/an/an/an/a
05/04/15£42£36£6n/an/an/an/an/an/a
05/04/14£42£36£6n/an/an/an/an/an/a
05/04/13*£30£27£3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 12 years

www.phoenixbereavement.org

info@phoenixbereavement.org

01432264555

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Other welfare services
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Herefordshire,
Who it helps
  • Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Postcode Local Trust£22,818
DCMS£12,431
Herefordshire Community Foundation£11,478
National Lottery Community Fund£9,685
The Foyle Foundation£5,000
True Colours Trust£4,680
BBC Children in Need£3,415
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
BBC Children in Need - Grant to Phoenix Bereavement Support Services
£500 20/10/2022
0
‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
Herefordshire Community Foundation - Children, young people and family support in bereavement
£5,001 05/07/2022
Grant to Phoenix Bereavement Support Services
Postcode Local Trust - Child bereavement: Staff salary, sessionally paid support workers & overheads
£22,818 27/05/2022
Funding was used to offer support to children and young people when someone close died, including 1-2-1 listening sessions and activities
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 through their feelings and experiences and learn ....more
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 operate, thereby reducing the burden on public ....more
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 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 and small organisations who can provide an ....more
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 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.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 52-64
  • 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

Charity Commission for England and Wales
360 Giving

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