Finance Score: -5

Governance Score: -4

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Only 3 Trustees: -2
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -9

THE PORTA PIA 2012 FOUNDATION

To provide donations to other charities and good causes

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be very static

Financial issues to consider:

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

Established: 11 years

02073371390

Charity Commission for England and Wales

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
31/12/22	£27	£145	£-118	n/a	n/a	n/a	n/a	n/a
31/12/21	£29	£241	£-212	n/a	n/a	n/a	n/a	n/a
31/12/20	£75	£145	£-70	n/a	n/a	n/a	n/a	n/a
31/12/19	£97	£183	£-86	n/a	n/a	n/a	n/a	n/a
31/12/18	£103	£203	£-100	£0	£0	£0	n/a	0
31/12/17	£109	£141	£-32	£0	£0	£0	n/a	0
31/12/16	£101	£210	£-109	£0	£0	£0	n/a	0
31/12/15	£89	£104	£-16	£0	£0	£0	n/a	0
31/12/14	£115	£69	£47	£0	£0	£0	n/a	0
31/12/13	£17	£35	£-18	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

HELEN O'SHEA Appointed: 2013, Other trusteeship: DEPAUL INTERNATIONAL,

JAMES GERARD O'SHEA Appointed: 2013

JOANNE VICTORIA SENNITT Appointed: 2013

Legal constitution

Charity registered in England & Wales on 25/06/2013, number: 1152582

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

10 returns made; all on time

Main office

Investment Quorum Ltd
GUILDHALL HOUSE
85 Gresham Street
LONDON
EC2V 7NQ

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO PAY OR APPLY THE INCOME, AND (IF AND WHEN THE TRUSTEES IN THEIR DISCRETION THINK FIT) ALL OR ANY PART OF PARTS OF THE CAPITAL, TO OR FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS OR PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Data Sources