PHOENIX SOCIAL ENTERPRISE LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 26 February 1997
Removed: Not supplied
Company number supplied: 03319667
Financial period: 1 April 2024 – 31 March 2025
Latest income: £476,154
Latest expenditure: £557,143
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 5 Russell Town Avenue, Redfield, Bristol, BS5 9LT

Website recorded by the regulator: www.psebristol.com (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 14 January 2026
Date Accounts Received: 14 January 2026
Total Gross Income: £476,154
Total Gross Expenditure: £557,143

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 13 January 2025
Date Accounts Received: 13 January 2025
Total Gross Income: £415,838
Total Gross Expenditure: £382,638

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 16 January 2024
Date Accounts Received: 16 January 2024
Total Gross Income: £799,229
Total Gross Expenditure: £779,047

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 17 November 2022
Date Accounts Received: 17 November 2022
Total Gross Income: £448,591
Total Gross Expenditure: £510,377
Accounts Qualified: Yes

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 22 January 2022
Date Accounts Received: 22 January 2022
Total Gross Income: £468,990
Total Gross Expenditure: £483,839
Accounts Qualified: Yes

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 14 January 2026
Total Gross Income: £476,154
Total Gross Expenditure: £557,143
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 70001 80000: 0
Count Salary Band 80001 90000: 0
Count Salary Band 90001 100000: 0
Count Salary Band 100001 110000: 0
Count Salary Band 110001 120000: 0
Count Salary Band 120001 130000: 0
Count Salary Band 130001 140000: 0
Count Salary Band 140001 150000: 0
Count Salary Band 150001 200000: 0
Count Salary Band 200001 250000: 0
Count Salary Band 250001 300000: 0
Count Salary Band 300001 350000: 0
Count Salary Band 350001 400000: 0
Count Salary Band 400001 450000: 0
Count Salary Band 450001 500000: 0
Count Salary Band Over 500000: 0
Count Volunteers: 9

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 January 2025
Total Gross Income: £415,838
Total Gross Expenditure: £382,638
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 9

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 16 January 2024
Total Gross Income: £799,229
Total Gross Expenditure: £779,047
Grant Making Is Main Activity: No
Count Govt Contracts: 5
Count Govt Grants: £0
Income From Government Contracts: 0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 9

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 17 November 2022
Total Gross Income: £448,591
Total Gross Expenditure: £510,377
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 9

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 22 January 2022
Total Gross Income: £468,990
Total Gross Expenditure: £483,839
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 7

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 16 January 2024
Income Donations And Legacies: 225342
Income Other Trading Activities: 573887
Income Charitable Activities: 1827
Income Investments: 13491
Income Other: 15846
Income Total Income And Endowments: 830393
Income Legacies: 19212
Income Endowments: 1083
Expenditure Raising Funds: £218,942
Expenditure Charitable Expenditure: £560,105
Expenditure Other: 0
Expenditure Total: 779047
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 11737
Expenditure Depreciation: 121447
Gain Loss Investment: 44810
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 279979
Gain Loss Other: 0
Reserves: £244,636
Assets Total Fixed: 279979
Assets Own Use: 279979
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £65,573
Assets Total Liabilities: £20,763
Assets Current Investment: 20763
Assets Total Assets And Liabilities: £324,789
Creditors One Year Total Current: 20763
Creditors Falling Due After One Year: 0
Assets Cash: £27,786
Funds Endowment: 80153
Funds Unrestricted: 0
Funds Restricted: 244636
Funds Total: 324789
Count Employees: 8
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bath And North East Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bristol City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: South Gloucestershire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

08 Official extract

Charity Event History

Charity Name: PHOENIX SOCIAL ENTERPRISE LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1997-02-26T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 17/02/1997AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/04/2004AS 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: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 321581
Charity Name Type: Previous name
Charity Name: BRISTOL BLACK VOLUNTARY SECTOR DEVELOPMENT UNIT LIMITED

Charity Name Id: 321551
Charity Name Type: Working name
Charity Name: BDA

Charity Name Id: 321572
Charity Name Type: Previous name
Charity Name: BLACK DEVELOPMENT AGENCY LIMITED

11 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Volunteer management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures