Finance Score: 0

Governance Score: 1

Support Score: 2

No PartB

Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +2

Overall GiG Score: 3

THE BERMUDA PHOENIX CENTRE LTD

To benefit the residents of the Bermuda area of Arbury and the wider neighbourhood, by associating the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation leisure time occupation with the objective of improving the conditions of life for the residents.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age
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

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	£67	£1	n/a	n/a	n/a	n/a	n/a	5
31/03/22	£67	£67	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£49	£42	£7	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£58	£61	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£66	£61	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£58	£56	£2	£0	£0	£0	n/a	0	0
31/03/17	£59	£60	£-1	£0	£0	£0	n/a	0	0
31/03/16	£62	£63	£-1	£0	£0	£0	n/a	0	0
31/03/15	£49	£51	£-2	£0	£0	£0	n/a	0	0
31/03/14	£42	£36	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 11 years

www.bermudaphoenix.org.uk

INFO@BERMUDAPHOENIX.ORG.UK

02476383455

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Small Grants
£5,000	08/07/2021	towards essential refurbishment to provide toilet facilities
Sport England - Phoenix Foxes Bowls Club
£9,954	27/02/2014	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Phoenix Foxes Bowls Club'. This project lists its main activity as Bowls.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 33-51

JAN WARA Appointed: 2023, Occupation: Gardener

LAURA BETH RAND Appointed: 2023, Occupation: Clerical Assistant

MATTHEW COWDRILL Appointed: 2023, Occupation: Analyst

NICOLA KIM PAUL Appointed: 2023, Occupation: Nurse

PAULINE CYNTHIA WALKER Appointed: 2019

Legal constitution

Charitable company registered in England & Wales on 06/08/2013, number: 1153266
Registered at Companies House on 06/03/2013, number: 08432588

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

The Bermuda Phoenix Centre
Bermuda Road
Nuneaton
Warwickshire
CV10 7HU

Objectives

TO FURTHER OR BENEFIT THE RESIDENTS OF THE BERMUDA AREA OF ARBURY AND THE WIDER NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS.

Data Sources