Finance Score: 8
Governance Score: 6
Support Score: 0
  • Liabilities <10%: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 14 ?

PHOENIX AUTISM TRUST

To advance the education of people with Autism and/or language, communication and interaction difficulties. This includes supporting post-19 education and other areas of activity.We operate mainly in East London.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • There have been no income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity and another benefit

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£1,794£1,546£248£26£1,424£1,40810.9180
31/08/22£1,161£889£273£59£1,177£1,17715.9210
31/08/21£998£755£243£0£904£90414.400
31/08/20£653£435£219£0£661£66118.200
31/08/19£472£380£92n/an/an/an/an/an/a
31/08/18?£567£415£152£0£350£0n/a90
31/05/17*£446£248£198n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 1.4%
Fundraising Costs/Total Spending: 1.7%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 6%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 10.9 months
Net Current Assets/Spending: 11 months
Quick Ratio: 15.5
Asset Split ?
Balance Sheet History
Established: 8 years

02089804740

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Hackney, Newham, Redbridge, Tower Hamlets,
Who it helps
  • Children/Young People
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 31-74
  • ANDREW SCOTT LUSK Appointed: 2019, Occupation: Semi Retired
  • GOSIA DAWSON Appointed: 2024, Occupation: Financial Adviser
  • JONATHON CAUNT Appointed: 2019, Occupation: Lawyer
  • JUJHAR SINGH DUSANJ Appointed: 2024, Occupation: Manager
  • MICHAEL SAMUELS Appointed: 2024, Occupation: Company Director
  • MIKE WOJCIK Appointed: 2022, Occupation: Director
  • STEWART HARRIS (Chair) Appointed: 2015, Occupation: Headteacher
  • TINA SODE Appointed: 2019, Occupation: Local Government Officer
Legal constitution
  • Charitable company registered in England & Wales on 23/03/2017, number: 1172227
  • Registered at Companies House on 29/05/2015, number: 09615159
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
7 returns made; AR17: 300 days late,
Main office

Phoenix Autism Trust
2 Paton Close
LONDON
E3 2QD

Objectives

TO ADVANCE THE EDUCATION OF PEOPLE WITH AUTISM AND/OR LANGUAGE, COMMUNICATION OR INTERACTION DIFFICULTIES, INCLUDING BUT NOT EXCLUSIVELY THOSE CURRENTLY OR PREVIOUSLY ATTENDING OR SUPPORTED BY PHOENIX SCHOOL, TOWER HAMLETS, IN PARTICULAR BY:-A) DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF, PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL AND RELATED INSTITUTIONS;B) ENGAGING IN ACTIVITIES OR PROVIDING TEACHING FACILITIES AND/OR EQUIPMENT WHICH SUPPORTS THE EDUCATION OF PEOPLE WITH AUTISM AND/OR LANGUAGE, COMMUNICATION OR INTERACTION DIFFICULTIES; ANDC) DEVELOPING BROADER LIFE OPPORTUNITIES FOR PEOPLE WITH AUTISM AND/OR LANGUAGE, COMMUNICATION OR INTERACTION DIFFICULTIES BY PROVIDING TRAINING, GUIDANCE AND SUPPORT, AND IMPROVING THEIR LIFE AND WORK SKILLS SO THEY MAY WORK TOWARDS A MORE INDEPENDENT LIFE.

Data Sources

Charity Commission for England and Wales

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