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.

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

Latest income
£476k
Latest spending
£557k
Registered
1997
Accounts read
FY2025

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.

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

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

Total income
£830k
Total spending
£779k
Cost of raising funds
£219k
Reserves (reported)
£245k
Employees
8

Reported reserves equal ~3.8 months of spending — below the median for charities its size (median 7.0 months; benchmarks).

Trustees · trustee networks

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

Financial year endIncomeSpending
31/03/2025£476k£557k
31/03/2024£416k£383k
31/03/2023£799k£779k
31/03/2022£449k£510k
31/03/2021£469k£484k

Common questions

Is PHOENIX SOCIAL ENTERPRISE LIMITED financially healthy?

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. Its FY2025 accounts were independently examined.

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Community Fund09/08/2018£9kCareer Studio

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 COMMUNITY CARE LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
PHOENIX SOCIAL ENTERPRISE LIMITED£476k0unclearno doubt
PHOENIX COMMUNITY CARE LIMITED FY2024£2.2m0unclearno doubt
THE PHOENIX TRUST (MILTON) LTD FY2025£256kunclearno doubt
PHOENIX HOUSE FY2025£30.4maboveno doubt
PROVIDING OPPORTUNITIES AND SUPPORT FY2024£1.2m0belowno doubt
THE PHOENIX DETACHED YOUTH PROJECT FY2025£249k0unclearno doubt

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