PHOENIX SOCIAL ENTERPRISE LIMITED

Charity number: 1060956
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Phoenix Social Enterprise Ltd provides employment, education and training opportunities in the UK and Europe. We also conference facilities and rented offices, focus on building the capacity of individuals and organisations underpinned by a philosophy of equality and human rights. We cater for people aged 16-65, people from Black and Minority Ethnic (BME) communities, but not exclusively.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £415,838
Total expenditure: £382,638

People

3 Trustee(s)

9 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Arts/culture/heritage/science
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • North Somerset
  • South Gloucestershire

Governance

Registration history:
  • 26 February 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • BDA (Working name)
  • BLACK DEVELOPMENT AGENCY LIMITED (Previous name)
  • BRISTOL BLACK VOLUNTARY SECTOR DEVELOPMENT UNIT LIMITED (Previous name)
Company number:
03319667 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Investing charity funds policy and procedures
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Pauline Reynolds Trustee 08 November 2013
None on record
Anndeloris Chacon Trustee 08 November 2013
None on record
GUY REID-BAILEY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £271.44k £468.99k £448.59k £799.23k £415.84k
Total expenditure £147.28k £483.84k £510.38k £779.05k £382.64k
Income from government contracts N/A N/A N/A £0 N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £225.34k N/A
Income - Other trading activities N/A N/A N/A £573.89k N/A
Income - Charitable activities N/A N/A N/A £1.83k N/A
Income - Endowments N/A N/A N/A £1.08k N/A
Income - Investment N/A N/A N/A £13.49k N/A
Income - Other N/A N/A N/A £15.85k N/A
Income - Legacies N/A N/A N/A £19.21k N/A
Expenditure - Charitable activities N/A N/A N/A £560.11k N/A
Expenditure - Raising funds N/A N/A N/A £218.94k N/A
Expenditure - Governance N/A N/A N/A £0 N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 13 January 2025 On Time
Accounts and TAR 31 March 2024 13 January 2025 On Time Download Open in new window
Annual return 31 March 2023 16 January 2024 On Time
Accounts and TAR 31 March 2023 16 January 2024 On Time Download Open in new window
Annual return 31 March 2022 17 November 2022 On Time
Accounts and TAR 31 March 2022

(These accounts
have been qualified)

17 November 2022 On Time Download Open in new window
Annual return 31 March 2021 22 January 2022 On Time
Accounts and TAR 31 March 2021

(These accounts
have been qualified)

22 January 2022 On Time Download Open in new window
Annual return 31 March 2020 05 February 2021 5 days late
Accounts and TAR 31 March 2020

(These accounts
have been qualified)

05 February 2021 5 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 17/02/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/04/2004 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 28/03/2012

Charitable objects

A) TO ADVANCE THE EDUCATION OF MEMBERS OF THE VOLUNTARY ORGANISATIONS MANAGED BY AFRICAN, AFRO-CARIBBEAN, ASIAN, CHINESE, AND OTHER ETHNIC MINORITY GROUPS, ESPECIALLY THOSE WHO ARE DISCRIMINATED AGAINST ON THE BASIS OF COLOUR, RACE, OR NATIONALITY. B) TO ADVANCE PUBLIC EDUCATION IN THE PURPOSES AND WORK OF VOLUNTARY ORGANISATIONS WITHIN BRISTOL AND THE SURROUNDING AREAS OF BATH, NORTH-EAST SOMERSET, NORTH SOMERSET AND GLOUCESTERSHIRE. C) TO PROMOTE EQUALITY OF OPPORTUNITY AND GOOD RELATIONS BETWEEN PERSONS OF DIFFERENT RACIAL AND CULTURAL IDENTITIES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
5 Russell Town Avenue
Redfield
Bristol
BS5 9LT
Phone:
0117 939 6645
Email:
ops@psebristol.com.com
Website:

www.psebristol.com Open in new window