The Portal Trust

Registered charity 312425 · accounts filings on the Charity Commission register · also known as SIR JOHN CASS'S FOUNDATION, Sir John Cass's Foundation (working name)

Financial health, per its FY2025 accounts

The accounts state that the charity holds total unrestricted funds of £16.7m, significantly exceeding its stated policy target of £600,000 in operating reserves. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Accounts audited by Sayer Vincent LLP.

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~10.3 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Trustees

• SOPHIE ANNE FERNANDESchair
• Anton Chambers
• DAVID HOGBEN
• DENISE JONES · trustee of 3 other charities
• HIS HONOUR BRIAN BARKER CBE KC · trustee of 1 other charity
• JENNIFER MARY MOSELEY
• Rev Laura Jane Jorgensen · trustee of 5 other charities
• Rev TREVOR FRANCIS CRITCHLOW · trustee of 7 other charities
• Sarwar Zaman
• Zoe Howe

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

Operates in: Throughout London

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WILLIAM PALMER COLLEGE EDUCATIONAL TRUST.

• WILLIAM PALMER COLLEGE EDUCATIONAL TRUST income £260k
• THE GRANTHAM YORKE TRUST income £283k
• THE RECORD CHARITABLE TRUST income £208k
• THE ALDGATE AND ALLHALLOWS FOUNDATION income £297k
• The London Foundation for Banking & Finance income £587k
• Bedford School Foundation Trust income £2.7m