Finance Score: -2

Governance Score: 3

Support Score: 8

Multiple Deficits: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 9

PORTOBELLO COMMUNITY FORUM

It aims to empower, inspire and motivate the community, supporting initiatives led by the local community and responding to opportunities. It is committed to facilitating provision of accessible activities at Portobello Community Centre and its community spaces, working to secure funding, independently or in partnership, to support these aims.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
30/09/23	£46	£51	£-5	n/a	n/a	n/a	n/a	n/a	50
30/09/22	£40	£49	£-9	n/a	n/a	n/a	n/a	n/a	20
30/09/21	£39	£27	£11	n/a	n/a	n/a	n/a	n/a	25
30/09/20	£19	£18	£1	n/a	n/a	n/a	n/a	n/a	3
30/09/19	£65	£76	£-11	n/a	n/a	n/a	n/a	n/a	3
30/09/18	£21	£18	£3	£0	£0	£0	n/a	0	0
30/09/17	£15	£21	£-6	£0	£0	£0	n/a	0	0
30/09/16	£17	£20	£-4	£0	£0	£0	n/a	0	0
30/09/15	£17	£20	£-4	£0	£0	£0	n/a	0	0
30/09/14	£25	£27	£-1	£0	£0	£0	n/a	0	0
30/09/13	£42	£28	£14	£0	£0	£0	n/a	0	0
30/09/12	£32	£29	£3	£0	£0	£0	n/a	0	0
30/09/11	£23	£34	£-11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years
(18 years as a company)

portobellocommunitycentre.uk

sarahcuttspcf@gmail.com

07388356008

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

City Of Wakefield,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Nova Wakefield	£12,477
National Lottery Heritage Fund	£9,900
National Lottery Community Fund	£9,560
Leeds Community Foundation	£6,629

Specific Donations

Amount	When Months	To be used for
Nova Wakefield - Grant to Portobello Community Forum
£3,188	30/04/2023	Training 10 new Menopause First Aider’s from VCSE organisations to deliver a Menohealth menopause support programme for individuals across the Wakefield District
Nova Wakefield - Grant to Portobello Community Forum
£9,289	11/11/2022	Grant for support to provide free,warm and welcoming spaces for residents across communities in the Wakefield District
Leeds Community Foundation - Platinum Portobello
£6,629	24/03/2022	The grant will be used to create an original piece of theatre with music, inspired by the Queen's Coronation. Portobello Community Forum will engage the local community to work with young people and ....more The grant will be used to create an original piece of theatre with music, inspired by the Queen's Coronation. Portobello Community Forum will engage the local community to work with young people and older people to explore living stories of the Queens Coronation in 1952.
National Lottery Heritage Fund - Grant to Portobello Community Forum
£9,900	25/06/2021	Portobello 100 HeritageTrail
National Lottery Community Fund - Portobello Centenary Garden Party
£9,560	14/05/2021	The funding will be used to deliver a two weeks of various community activities including arts and crafts sports toddler sessions culminating in a community fun day for all. The project aims to bring ....more The funding will be used to deliver a two weeks of various community activities including arts and crafts sports toddler sessions culminating in a community fun day for all. The project aims to bring people together to reconnect and build relationships within the community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 38-66

PHILLIPPA LOCKHART Appointed: 2017, Occupation: Housewife

DAVID MICHAEL BOULTON Appointed: 2021, Occupation: Company Director

SARAH JOANNE COATES Appointed: 2022, Occupation: Retired

REV HANNAH JOY SMITH Appointed: 2023, Occupation: Ordained Minister In The Anglican Church, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SANDAL MAGNA, WAKEFIELD,

RUTH ELEANOR MCCALLUM Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 24/01/2011, number: 1139980
Registered at Companies House on 20/07/2005, number: 05513959

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; all on time

Main office

238 Barnsley Road
WAKEFIELD
West Yorkshire
WF2 6EL

Objectives

A) TO RELIEVE THE NEEDS OF THE RESIDENTS OF PORTOBELLO, WAKEFIELD WHO ARE SOCIALLY AND ECONOMICALLY DISADVANTAGED BY THE PROVISION OF ASSISTANCE, SERVICES AND FACILITIES IN ORDER TO IMPROVE THEIR CONDITIONS OF LIFEB) TO FURTHER OR BENEFIT THE RESIDENTS OF PORTOBELLO, WAKEFIELD AND THE NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN THE COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION, LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITION OF LIFE FOR THE RESIDENTSC) TO FURTHER ANY OTHER CHARITABLE PURPOSE OR PURPOSES

Defined Area of Benefit:

PORTOBELLO, WAKEFIELD

Data Sources