Finance Score: 0
Governance Score: 3
Support Score: 0
  • No PartB
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 3 ?

THE ISLAND OF PORTLAND HERITAGE TRUST

Craft workshopsHeritage Study centre
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23£30£20£10n/an/an/an/an/an/a
31/03/22£34£15£19n/an/an/an/an/an/a
31/03/21£35£16£19n/an/an/an/an/an/a
31/03/20£28£34£-6n/an/an/an/an/an/a
31/03/19£27£25£2n/an/an/an/an/an/a
31/03/18£36£21£15n/an/an/an/an/an/a
31/03/17£31£29£2n/an/an/an/an/an/a
31/03/16£27£30£-3n/an/an/an/an/an/a
31/03/15£29£26£3n/an/an/an/an/an/a
31/03/14£26£23£3n/an/an/an/an/an/a
31/03/13£29£17£12n/an/an/an/an/an/a
31/03/12£27£30£-3n/an/an/an/an/an/a
31/03/11£20£21£-1n/an/an/an/an/an/a
31/03/10£21£22£-1n/an/an/an/an/an/a
31/03/09£22£24£-2n/an/an/an/an/an/a
31/03/08*£33£32£1n/an/an/an/an/an/a
31/03/07*£55£47£8n/an/an/an/an/an/a
31/03/06£20£25£-5n/an/an/an/an/an/a
31/03/05£21£27£-7n/an/an/an/an/an/a
31/03/04£18£17£1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 43 years

www.stgeorgesreforne.co.uk

stgeorgescentre@googlemail.com

01305823406

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • Recreation
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Sponsors or undertakes research
Where it operates
  • Dorset,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

  • CAROL CALLIS Appointed: 2023
  • CHRISTOPHER STONE Appointed: 2014
  • ELIZABETH JANE HURST Appointed: 2023
  • MR MARTIN JOHN BLUNDELL
  • MARGARET STONE Appointed: 2015
  • MARILYN PETTIPHER Appointed: 2014
  • NORMA FORD Appointed: 2016
  • SHEILA ALGEO-MILES Appointed: 2024
Legal constitution
  • Charity registered in England & Wales on 18/12/1981, number: 283881
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Volunteer management
Filing Record
20 returns made; AR08: 52 days late, AR07: 129 days late,
Main office

Island Of Portland Heritage Trust
St George's Centre
Reforne
PORTLAND
Dorset
DT5 2AN

Objectives

(I) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ARTS (INCLUDING THE ARTS OF ARCHITECTURE, PAINTING, SCULPTURE, LITERATURE, MUSIC AND DRAMA) AND ARTISTIC CRAFTS (INCLUDING STONE MASONRY, SPINNING, KNITTING AND WEAVING). (II) TO PROMOTE ANY CHARITABLE PURPOSE WHICH WILL ENCOURAGE THE EXERCISE AND MAINTAIN THE STANDARDS OF CRAFTS BOTH ANCIENT AND MODERN AND TO PRESERVE IMPROVE CRAFTMANSHIP AND FURTHUR PROMOTE AND INCREASE THE INTEREST OF THE PUBLIC THEREIN. (III) TO SECURE FOR THE BENEFIT OF THE NATION THE PRESERVATION PROTECTION DEVELOPMENT AND IMPROVEMENT OF FEATURES OF GEOLOGICAL BOTANICAL SCIENTIFIC HISTORIC AND ARCHAEOLOGICAL INTEREST IN THE ISLAND OF PORTLAND.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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