Finance Score: -5

Governance Score: -15

Support Score: 4

Accounts overdue -5
No PartB

Submission defaults: -10
1 Trustee: -5

Grant maker support: +4

Overall GiG Score: -16

PHOENIX FOUNDATION

THE RELIEF OF THOSE IN NEED, BY REASON OF HOMELESSNESS WITHIN THE LIVERPOOL CITY AREA, THROUGH THE PROVISION OF SHELTER, NOURISHMENT, REHABILITATION, SUPPORT, TRAINING, ASSISTANCE TO FIND EMPLOYMENT AND MORE PERMANENT HOUSING AND IN SUCH OTHER WAYS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
There is only 1 trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

Financial Data ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
01/12/20		£150,101	£120,066	£30,035	10

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Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

https://phoenixfoundation.co.uk

info@phoenixfoundation.co.uk

01514580444

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for homeless & excluded people & ex-offenders

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Liverpool City,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
10 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

John Moores Foundation	£13,000
CAF	£10,000
National Lottery Community Fund	£9,980
Crisis UK	£5,000

Specific Donations

Amount	When Months	To be used for
John Moores Foundation - Grant to Phoenix Foundation
£7,000	03/02/2022	Towards the salary of a Mental Health Counsellor
National Lottery Community Fund - The Phoenix Foundation Support Group
£9,980	25/02/2021 11	The funding will be used to support homeless people in Liverpool with a peer-to-peer help group. The project aims to run workshops and a programme of intensive and tailored support sessions that ....more The funding will be used to support homeless people in Liverpool with a peer-to-peer help group. The project aims to run workshops and a programme of intensive and tailored support sessions that will teach sustainable skills for a life away from the streets.
John Moores Foundation - Grant to Cotton Street Project
£6,000	07/07/2020	Towards running costs of the residential homeless shelter
CAF - Grant to The Cotton Street Project
£10,000	24/06/2020 3	Grant to The Cotton Street Project to support the organisation through COVID19
Crisis UK - Grant to Cotton Street Project
£5,000	20/04/2020	Funding for core costs as all donated income has ceased

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

EDNA FINNERAN (Chair) Appointed: 2021

Legal constitution

Charity registered in England & Wales on 20/09/2019, number: 1185418

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

1 returns made; all on time

Main office

157 Duke Street
LIVERPOOL
L1 4JR

Objectives

Data Sources