Finance Score: -5

Governance Score: -4

Support Score: 5

Accounts overdue -5
Strong growth: +2
Deficit latest year: -2
No PartB

Only 4 Trustees: -1
All female board: -3

Grant maker support: +5

Overall GiG Score: -4

WILTSHIRE PORTAGE

Providing the Portage service to around 100 families in Wiltshire. This is a home visiting education service to pre-school children with significant developmental delays and difficulties.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income was lower than spending in the latest year

Established: 10 years

http://www.wiltshireportage.org.uk

officewiltshireportage@gmail.com

07780 653888

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	Volun- teers
31/03/22	£218	£249	£-31	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£244	£239	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£228	£234	£-6	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£217	£208	£10	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£210	£169	£40	£0	£0	£0	n/a	0	3
31/03/17	£154	£138	£16	£0	£0	£0	n/a	0	0
31/03/16	£138	£127	£10	£0	£0	£0	n/a	0	0
31/03/15	£101	£87	£14	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
Other Charitable Purposes

How it operates

Provides services

Where it operates

Wiltshire,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Wiltshire Community Foundation	£35,972
Masonic Trust	£15,000
DCMS	£3,000

Specific Donations

Amount	When Months	To be used for
Wiltshire Community Foundation - Grant to Wiltshire Portage
£3,000	01/12/2022	To provide tailored guidance to parent/carers which supports them in removing the barriers to learning that fuel/utility poverty creates for their child and for the wider family.
Wiltshire Community Foundation - Grant to Wiltshire Portage
£15,000	29/06/2022	Wiltshire Portage visits pre-school children with disabilities in their home, empowering and supporting parents to aid their child’s development through structured play and family support. The ....more Wiltshire Portage visits pre-school children with disabilities in their home, empowering and supporting parents to aid their child’s development through structured play and family support. The grant will cover the costs of providing initial support to families on their waiting list.
Wiltshire Community Foundation - Grant to Wiltshire Portage
£8,972	17/03/2021 12	Support worker providing initial support to families over an 8-week period for 12 months.
Wiltshire Community Foundation - Waiting List Project
£4,000	11/06/2020	Targeted child development support for families with children who have special needs.
DCMS - VSCE CMC Fund
£3,000	19/05/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Wiltshire Community Foundation - Waiting list project
£5,000	06/05/2020	Wiltshire Portage visits pre-school children with disabilities in their home, empowering and supporting parents to aid their child’s development through structured play and family support. The ....more Wiltshire Portage visits pre-school children with disabilities in their home, empowering and supporting parents to aid their child’s development through structured play and family support. The grant will cover the costs of providing initial support to families over an 8-week period.
Masonic Trust - MCF Small Grant
£15,000	10/02/2020	Unrestricted core funding for small charities
Wiltshire Community Foundation - Waiting list project
£10,000	25/04/2018	Wiltshire Portage visits pre-school children with disabilities in their home, empowering and supporting parents to aid their child’s development through structured play and family support. The ....more Wiltshire Portage visits pre-school children with disabilities in their home, empowering and supporting parents to aid their child’s development through structured play and family support. The grant will cover the costs of providing initial support to families over an 8-week period.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

EMMA EVANS Appointed: 2017

JULIE IRENE INGLIS Appointed: 2019

ROSEMARY JANE BARLOW Appointed: 2021

SHEILA GLADYS PARKER Appointed: 2018, Occupation: Parish Council Clerk, Other trusteeship: WILTSHIRE RURAL MUSIC SCHOOL LIMITED,

Legal constitution

Charity registered in England & Wales on 16/04/2014, number: 1156717

Gift Aid

Registered with HMRC for Gift Aid

Event History

25/11/2015 - Asset transfer in from THE WEST WILTS PORTAGE SERVICE
10/06/2022 - Asset transfer in from WILTS SPECIAL NEEDS FUN DAYS

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

8 returns made; all on time

Recent reorganisation events:

Asset transfer in from WILTS SPECIAL NEEDS FUN DAYS on 10/06/2022

Main office

Kings Centre
Lodge Road
Pewsham
Chippenham
Wiltshire
SN15 3SY

Objectives

TO ADVANCE THE EDUCATION AND PROTECT THE HEALTH OF PRE-SCHOOL CHILDREN IN THE WILTSHIRE AREA WHO HAVE SPECIAL EDUCATIONAL OR ADDITIONAL SUPPORT NEEDS AND TO ENABLE THEM TO ACHIEVE THEIR FULL POTENTIAL IN SOCIETY THROUGH UNIQUE FAMILY-BASED LEARNING OPPORTUNITIES USING A SYSTEM KNOWN AS PORTAGE HOME TEACHING.

Data Sources