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)

Grants for education to financially disadvantaged young people under 25 years resident in London. Provision of scholarships and bursaries to individuals, and grants to education projects and activities run by schools and organisations.

Causes: Education/training · Grant history (this charity is a funder) · website · Get email alerts

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Sayer Vincent LLP. Discloses 3 of 6 completeness components.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): instagram · linkedin

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).

Per its annual return, largest income source: Investments (98% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 9.5% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• 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 £325k
• The London Foundation for Banking & Finance income £587k
• Bedford School Foundation Trust income £2.7m

Side by side with its peers

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