Finance Score: -1

Governance Score: 1

Support Score: 0

Spending falling: -1
No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 5

VISCOUNT PORTMAN'S CHARITABLE TRUST

The charity makes grants for (i) the upkeep of the Portman Family chapel at Bryanston (ii) support for the Friends of Blandford Hospital and (iii) support for the ecclesiastical and charitbale purposes of (a) Durwerston and Bryanston PCC (b) Blandford Forum PCC and (c) Blandford St Mary PCC

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 21 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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		£10	£0	£10	n/a	n/a	n/a	n/a	n/a	1
31/12/21	*	£10	£3	£6	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£9	£3	£6	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£9	£5	£4	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£9	£6	£3	£0	£0	£0	n/a	0	0
31/12/17		£9	£6	£2	£0	£0	£0	n/a	0	0
31/12/16		£7	£14	£-7	£0	£0	£0	n/a	0	0
31/12/15		£8	£6	£2	£0	£0	£0	n/a	0	0
31/12/14		£8	£6	£2	£0	£0	£0	n/a	0	0
31/12/13		£8	£6	£2	£0	£0	£0	n/a	0	0
31/12/12		£8	£6	£2	£0	£0	£0	n/a	0	0
31/12/11	*	£8	£6	£2	£0	£0	£0	n/a	0	0
31/12/10		£8	£10	£-2	£0	£0	£0	n/a	0	0
31/12/09		£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/08		£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/07	*	£7	£9	£-2	£0	£0	£0	n/a	0	0
31/12/06		£6	£6	£0	£0	£0	£0	n/a	0	0
31/12/05		£6	£6	£0	£0	£0	£0	n/a	0	0
31/12/04		£6	£5	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years

01722411922

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations

Where it operates

Dorset,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (21)

Current Trustees appointed

Gender Split

Based on 17/21 persons

Age Range of Trustees:

THE VEN SUSAN ANNE GROOM Appointed: 2020

DAVID PAIN Appointed: 2020

DEBRAH AGNES MCISAAC Appointed: 2020

ELIZABETH JANE MCCORMICK Appointed: 2021

GILLIAN MARY CLARKE Appointed: 2020

JANET JACKSON Appointed: 2020

ROSEMARY KAREN VERONICA COOK Appointed: 2020

THE VEN ALAN PAUL JEANS, Other trusteeships: THE SALISBURY DIOCESAN BOARD OF FINANCE, ST BONIFACE TRUST, SOWTER CLERICAL LIBRARY, WILTSHIRE HISTORIC CHURCHES TRUST, THE MUSEUM OF THE ROYAL ARMY CHAPLAINS DEPARTMENT CIO,

THE VEN ANTONY CHARLES MACROW-WOOD, Other trusteeships: THE SOCIETY OF THE WOMEN OF NAZARETH (KNOWN AS THE LADIES OF THE GRAIL), THE SALISBURY DIOCESAN BOARD OF FINANCE, THE SALISBURY DIOCESAN BOARD OF EDUCATION, MILTON ABBEY HERITAGE TRUST,

THE RT REV DR ANDREW RUMSEY Appointed: 2020

THE RT REV KAREN MARISA GORHAM Appointed: 2020

LADY SARAH DIANA ROWENA PERCEVAL GOOCH Appointed: 2021, Other trusteeship: THE SALISBURY DIOCESAN BOARD OF FINANCE,

STUART FRANK WAITE Appointed: 2020, Other trusteeship: THE SALISBURY DIOCESAN BOARD OF FINANCE,

THE REVD CANON DAVID BALDWIN Appointed: 2020, Other trusteeships: BEAMINSTER RELIEF IN NEED CHARITY, THE SALISBURY DIOCESAN BOARD OF FINANCE, BEAMINSTER AND NETHERBURY GRAMMAR SCHOOL FOUNDATION, THE FRED YOUNG TRUST,

THE REVD CANON GERALD EDWARD RICHARD OSBORNE Appointed: 2021, Other trusteeship: THE SALISBURY DIOCESAN BOARD OF FINANCE,

THE VEN PENELOPE SAYER Appointed: 2020, Occupation: Archdeacon Of Sherborne, Other trusteeship: THE SALISBURY DIOCESAN BOARD OF FINANCE,

THE VERY REV NICHOLAS CHARLES PAPADOPULOS Appointed: 2020, Other trusteeship: SARUM ST MICHAEL EDUCATIONAL CHARITY,

DEREK PARKER HOWSHALL Appointed: 2020, Occupation: Retired, Other trusteeships: THE SALISBURY DIOCESAN BOARD OF FINANCE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF FERNDOWN,

NIGEL PETER GEOFFREY SALISBURY Appointed: 2020, Occupation: Insurance Broker, Other trusteeships: THE SALISBURY DIOCESAN BOARD OF FINANCE, THE CATHEDRAL CHURCH OF THE BLESSED VIRGIN MARY SALISBURY,

RICHARD OGILVIE MERLOT CHITTY Appointed: 2020, Occupation: Hm Forces, Other trusteeship: THE SALISBURY DIOCESAN BOARD OF FINANCE,

THE REVD CANON ANDREW NICHOLAS PERRY Appointed: 2020, Occupation: Minister Of Religion, Other trusteeship: POOLE MISSIONAL COMMUNITIES.,

Legal constitution

Charity registered in England & Wales on 23/03/1964, number: 232695

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR21: 4 days late, AR11: 0 days late, AR07: 113 days late,

Main office

SALISBURY DIOCESAN BOARD OF FINANCE
CHURCH HOUSE
99 CRANE STREET
SALISBURY
SP1 2QB

Objectives

1. PAYMENT TO THE FUND KNOWN AS THE LEAGUE OF FRIENDS OF BLANDFORD HOSPITAL 2. PAYMENT OF INCOME TO THE PAROCHIAL CHURCH COUNCIL OF ST. MARTINS BRYANSTON FOR DISCHARGING PAYMENTS IN CONNECTION WITH THE MAINTENANCE ETC OF THE PORTMAN FAMILY CHAPEL, BRYANSTON AND DEFRAYING THE COST OF SERVICES AND THE STIPEND OF THE INCUMBENT AND BALANCE OF INCOME TO BE APPLIED FOR CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE PARISH OF ST. MARTINS, BRYANSTON.

Defined Area of Benefit:

BLANFORD AND BRYANSTON ST. MARTIN

Data Sources