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home >> charity search >> the portland trust
Finance Score: -2
Governance Score: 5
Support Score: 0
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • Multiple Deficits: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • No supporters identified
Overall GiG Score: 3 ?

THE PORTLAND TRUST 

The Portland Trust supports a number of projects in the furtherance of its charitable activities. Full details of these projects are given in the Trustees' Report included in the annual accounts.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • The Board is predominantly male

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
  • On several occasions in recent years income has been less than spending
miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/12/22*£2,625£3,701£-1,076£0£739£5941.9140
31/12/21£2,741£2,644£97£0£1,815£1,5607.1140
31/12/20£3,287£2,474£813£0£1,366£1,1815.7150
31/12/19£1,794£2,269£-475£0£553£3671.9151
31/12/18£2,173£1,557£617£0£1,028£3612.8180
31/12/17£1,722£1,525£197£0£412£4123.2180
31/12/16£1,637£2,103£-465£0£215£1831150
31/12/15£1,595£1,685£-89£40£680£6804.8150
31/12/14£1,908£1,754£154£17£769£7665.2150
31/12/13£1,851£1,907£-56£70£616£5993.8160
31/12/12£1,510£1,410£99£57£672£6725.7170
31/12/11£1,386£1,430£-45£26£573£5734.8150
31/12/10£1,518£1,519£-2£50£617£6174.9140
31/12/09£1,552£1,608£-56£43£619£6194.6150
31/12/08£1,767£1,600£166£14£675£6755.1170
31/12/07£2,003£1,594£409£43£509£5093.8160
31/12/06£1,267£1,614£-347£0£0£0n/a00
31/12/05*£299£1,179£-880£0£0£0n/a00
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 22%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 33%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.7
Asset Split ?
Established: 20 years

www.portlandtrust.org

02071827782

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Organisations
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides other finance
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Israel, Occupied Palestinian Territories, Throughout London,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/Mankind
Who works here?
  • 14 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 32-65
Legal constitution
  • Charitable company registered in England & Wales on 26/10/2004, number: 1106429
  • Registered at Companies House on 17/03/2003, number: 04699155
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
Filing Record
18 returns made; AR22: 86 days late, AR05: 5 days late,
Main office

Haines Watts London Llp
69-73 Theobalds Road
LONDON
LONDON
WC1X 8TA

Objectives

FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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