PHOENIX SOCIAL ENTERPRISE LIMITED

Registered charity 1060956 · accounts filings on the Charity Commission register · also known as BDA, BLACK DEVELOPMENT AGENCY LIMITED, BRISTOL BLACK VOLUNTARY SECTOR DEVELOPMENT UNIT LIMITED

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.

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

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Arts/culture/heritage/science · website · Get email alerts

Registered contact address: Bristol, City of, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net outgoing of resources for the year, resulting in a decrease in total funds from £240,602 to £253,552 (note: the balance sheet shows an increase in net assets to £253,552, but the SOFA shows a net outgoing against restricted funds, with unrestricted funds decreasing). The charity holds unrestricted reserves of £75,559 and restricted funds of £232,279. The independent examiner reported no matters coming to their attention regarding compliance or accuracy.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• The National Lottery Community Fund — “The National Lottery Community Fund is match funded by the European Social Fund (ESF) to invest in local projects in the West of England tha…” (source page)
• European Social Fund — “The National Lottery Community Fund is match funded by the European Social Fund (ESF) to invest in local projects in the West of England tha…” (source page)
• Bristol City Council — “Our unique and ideally located premises are kindly bequeathed to us by Bristol City Council.” (source page)

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/03/2023)

Reported reserves equal ~3.8 months of spending — below the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, cost of raising funds: 26.4% of total income — above the 90th percentile for charities its size (median 3.2%) (benchmarks).

Trustees · trustee networks

• Anndeloris Chacon
• GUY REID-BAILEY
• Pauline Reynolds

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset · Bristol City · North Somerset · South Gloucestershire

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PHOENIX HEALTH AND WELLBEING.

• PHOENIX HEALTH AND WELLBEING income £222k
• PHOENIX COMMUNITY & YOUTH PROJECT income £80k
• PHOENIX ENTERPRISES (SWINDON) LTD income £285k
• THE PHOENIX DETACHED YOUTH PROJECT income £197k
• PHOENIX SPACE income £138k
• THE PHOENIX GROUP FOR DEAF CHILDREN AND YOUNG ADULTS income £136k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.