THE ISLAND OF PORTLAND HERITAGE TRUST

Registered charity 283881 · accounts filings on the Charity Commission register · also known as ST GEORGE'S CENTRE

Craft workshopsHeritage Study centre

Objects

(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.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Religious Activities · Arts/culture/heritage/science · Environment/conservation/heritage · Recreation · website · Get email alerts

Registered contact address: Dorset, South West, England (from the postcode on the register)

Latest income

£33k

Latest spending

£71k

Registered

1981

Accounts read

FY2026

Financial health, per its FY2026 accounts

The accounts state that the Trust generated a deficit of £38,234 for the year ended 31 March 2026, resulting in a decrease in fund balances from £111,920 to £75,053. The Trustees report that the Trust maintains sufficient funds to pay liabilities as they fall due and has reserves to keep the centre running for up to one year if income is depleted. The financial statements are prepared on a going concern basis, with the independent examiner confirming no material matters were identified during their examination.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Charitable Activities (91% of income)

“Charitable Activities 3 30,100” — page 8

Per its FY2026 accounts as filed with the Charity Commission.

Related-party transaction: Roy Pepperell’s son-in-law carried out maintenance work for the Trust during the year. The value of the work carried out, including purchase of materials, amounted to £4,023.

“Roy Pepperell’s son-in-law carried out maintenance work for the Trust during the year. The value of the work carried out, including purchase of materials, amounted to £4,023.” — page 14

“Margaret Stone’s daughter carried out cleaning work for the Trust during the year. The value of the work amounted to £3,340.” — page 14

Per its FY2026 accounts as filed with the Charity Commission.

Related-party transaction: Margaret Stone’s daughter carried out cleaning work for the Trust during the year. The value of the work amounted to £3,340.

“Roy Pepperell’s son-in-law carried out maintenance work for the Trust during the year. The value of the work carried out, including purchase of materials, amounted to £4,023.” — page 14

“Margaret Stone’s daughter carried out cleaning work for the Trust during the year. The value of the work amounted to £3,340.” — page 14

Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2026

Volunteers: 10

Self-declared on the annual return for the financial year ending 31/03/2025

Volunteers: 3

Self-declared on the annual return for the financial year ending 31/03/2024

Volunteers: 4

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Carol Callis · trustee of 1 other charity
Christopher Stone
Elizabeth Jane Hurst · trustee of 1 other charity
Margaret Stone
Pamela Lilian Boyce
Sheila Algeo-Miles

Trustee list from the Charity Commission register (current, not historical).

Operates in: Dorset

Income and spending

Financial year end	Income	Spending
31/03/2026	£33k	£71k
31/03/2025	£33k	£43k
31/03/2024	£31k	£53k
31/03/2023	£30k	£20k
31/03/2022	£34k	£15k

Common questions

Is THE ISLAND OF PORTLAND HERITAGE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the Trust generated a deficit of £38,234 for the year ended 31 March 2026, resulting in a decrease in fund balances from £111,920 to £75,053. The Trustees report that the Trust maintains sufficient funds to pay liabilities as they fall due and has reserves to keep the centre running for up to one year if income is depleted. The financial statements are prepared on a going concern basis, with the independent examiner confirming no material matters were identified during their examination. Its FY2026 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Heritage Fund	19/05/2006	£35k	"Portland Heritage Study Centre"
The National Lottery Community Fund	08/04/2004	£5k	build toilet & connect to sewer

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE TEACHING AWARDS TRUST.

THE TEACHING AWARDS TRUST income £638k
THE CENTRE FOR MAIDENHEAD HERITAGE income £42k
POSTAL HERITAGE TRUST income £6.3m
THE FINTRY TRUST income £176k
PORTLAND MUSEUM TRUST income £57k
PORTCHESTER PARISH HALL income £43k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE ISLAND OF PORTLAND HERITAGE TRUST	£33k	—	0	unclear	—	no doubt
THE TEACHING AWARDS TRUST FY2025	£638k	in excess of £90,000	1	above	—	no doubt
THE CENTRE FOR MAIDENHEAD HERITAGE FY2025	£42k	—	0	unclear	—	noted
POSTAL HERITAGE TRUST FY2025	£6.3m	£110,001 - £120,000	3	below	—	material uncertainty
THE FINTRY TRUST FY2025	£176k	—	0	unclear	—	no doubt
PORTLAND MUSEUM TRUST FY2025	£57k	—	0	unclear	—	noted

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.